- Santander US (Miami, FL)
- …**The Difference You Make:** The Client Service Associate (CSA) is a sales support role within the Business Administration Department of Santander Investments, LLC. ... promotes and supports the Financial Advisor (FA) and the Bank 's clients with the administrative and service functions of...to their FA partners. A CSA candidate should have sales experience since they are frequently tasked with working… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …and taskings . - Directs the administration of the NEXCOM Enterprise sales reconciliation process, to include bank reconciliations and supporting financial ... accounting payroll vendor maintenance and reconciliation functions in the areas of Sales Audit Banking and Credit Cards. Duties and Responsibilities: - Supervises a… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Position Responsibilities: This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the… more
- KeyBank (Mahopac, NY)
- …clients, including client management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the Branch team and ... to identify investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of Key Investment Services… more
- Citizens (Short Hills, NJ)
- …Middle Market and Emerging Markets clients and is responsible for representing Citizens Bank well in the Community. He/she will be the Relationship quarterback and ... be responsible for the delivery and maintenance of a wide array of diverse bank products and services through cross-sell partners and acts as a trusted advisor to… more
- CIBC (Chicago, IL)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... mortgage loans either for purchase, refinance or new construction, in compliance with Bank and/or investor guidelines. You will take direction from the Market … more
- Scotiabank (Dallas, TX)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... Develop or manage programs to establish KRI performance within the bank 's risk tolerance. Prioritize risk activities, ensure timely remediation and escalate… more
- Citigroup (New York, NY)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- Citigroup (Dallas, TX)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- BMO Financial Group (Milwaukee, WI)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... other key product and support partners within the Commercial Bank across the various geographies. In addition, will be...outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point… more