- FirstBank PR (Ponce, PR)
- …application to Processing Unit. Support customer throughout the Financing Process. Develop sales plan aligns to business objectives. Accountable for adhering to the ... Bank 's BSA, AML and Office of Foreign Asset Control...and/or activities. . Maintain leads updated in the Contact Manager System. . Interviews customers and evaluates financial eligibility.… more
- Banc of California (Whittier, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches… more
- Citizens (Pittsburgh, PA)
- …demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross sales , customer service and satisfaction + ... them with short- and long-term financial goals. The Relationship Manager in the Virtual Channel is focused on understanding...building process. The RM will operate in an exciting sales culture with proven routines to help understand and… more
- Arrow Financial Corporation (Glens Falls, NY)
- …Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank -related software a plus > Solid sales and referral experience; knowledge of ... > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management… more
- BMO Financial Group (Los Angeles, CA)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
- Chemung Canal Trust Company (Elmira, NY)
- …Customers as needed and sell to branch managed business when no branch manager is available. + Accurately processes routine and complex transactions for branch ... customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and...appropriate. + Assists with the maintenance and servicing of bank equipment such as ATMs, Night Drops, and Cash… more
- BMO Financial Group (FL)
- Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of ... significant revenue generation from sales and syndications. **Responsibilities:** + Acts as an escalation...client advocate to ensure alignment with client needs and bank objectives. + Drives negotiations for high-value, complex transactions… more
- Zions Bancorporation (Mountain View, CA)
- …+ Requires a high school diploma and 6+ years' experience in retail banking, sales , new accounts, customer service, loan processes or other directly related ... Associates at California Bank & Trust work in a relationship-centered culture...Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses… more
- MUFG (Chicago, IL)
- …to enhance sector penetration and returns, turning client interactions into significant sales opportunities. + Structure loan financing based on thorough risk ... servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager "Jr RM"** **Developing banking business with new and existing customers, and**… more
- Citigroup (New York, NY)
- …CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, WINS, DMS, OLOD, etc ) + ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more