- Huntington National Bank (Pittsburgh, PA)
- …complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all ... regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Services, deepens, and retains assigned profitable customer relationships by… more
- WSFS Bank (Philadelphia, PA)
- …reports that are required for portfolio servicing, G/L account reconciliations, sales /use tax, cash management and other standard reporting requirements. + Other ... projects as directed and assigned by management. Qualifications: + Bachelor's Degree in Accounting or Finance + Must have 2+ year of experience in financial services industry + Must have knowledge and experience with general ledger accounting and… more
- UMB Bank (Dubuque, IA)
- …exceptional written communication and presentation skills. + You have strong wealth advisor sales skills with acumen to close new business. + You have knowledge of ... client service, advice delivery and operational best practices. + You have knowledge of investment, tax, estate planning and transfer of wealth strategies. + You have proficiency with eMoney client portal and financial planning software. **Bonus points if:** +… more
- Huntington National Bank (Columbus, OH)
- …loan closing process. The PF Closing Specialist provides support for the Sales Teams and is responsible for providing excellent customer service through day-to-day ... interactions. The PF Closing Specialist is responsible for obtaining all necessary collateral reports, supporting documentation and information required to meet the terms and conditions of credit approval. Additionally, the PF Closing Specialist is also… more
- UMB Bank (Kansas City, MO)
- …+ You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers. + You demonstrateability to work independently. + ... You demonstrateproficiencyof Excel, and Word to create tables and worksheets for credit memos. **Bonus points if:** + You have previous Business Loancollections experience. + You have 2 years' Business Loan credit underwriting. + You have knowledge of Capital… more
- BMO Financial Group (Atlanta, GA)
- …products and services of all Banking Groups, but particularly the Commercial Banking sales offering. + Represents the Bank in the business community (customers, ... Leads an assigned Commercial Banking sales team, in support of a segment or...industry segment or region, across a broad range of Bank products and services including lending, cash management and… more
- Santander US (Brockton, MA)
- …Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank 's growth objectives. + Achieve or exceed sales targets by actively ... educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank .… more
- Santander US (Bronx, NY)
- …Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank 's growth objectives. + Achieve or exceed sales targets by actively ... educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank .… more
- Banco Popular Puerto Rico (Bronx, NY)
- Date: Dec 18, 2025 Location: Bronx, NY, US, 10458 Company: Popular Workplace Type: On-site Sales and Service Associate Bronx Fordham Road NY Mgmt The Sales and ... needed. This position is responsible for the sale of bank products and services to meet all needs of...goals to attain growth, profitability, and customer satisfaction. The Sales and Service Asspciate is responsible for the accurate… more
- Dickinson Financial Corporation (Springfield, MO)
- …in conversations about banking needs, and speaking with knowledge and positivity about the bank 's products and services. + Achieves specific sales goals on a ... about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate… more
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