- US Bank (Cincinnati, OH)
- … trust and/or financial industry Preferred Skills/Experience - Thorough knowledge of trust administration, products and sales - Thorough knowledge of account ... At US Bank , we're on a journey to do our...management. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts… more
- Bank of America (Palo Alto, CA)
- Wealth Strategies Advisor Palo Alto, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- TD Bank (Gaithersburg, MD)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... Customer and Sales objectives. In the absence of any other manager,...with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations,… more
- M&T Bank (Bear, DE)
- …analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, offer an array of products best ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing… more
- City National Bank (Woodland Hills, CA)
- …business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships ... fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the aforementioned… more
- City National Bank (Walnut Creek, CA)
- …WHAT IS THE OPPORTUNITY? Sources and develops new Commercial Banking business for the bank in assigned sales territory. Analyzes needs of prospects and provides ... information about Bank products and services that can enhance prospect's financial... colleagues to discuss prospects/referrals and formulates and leads sales strategies. Documents all sales activity and… more
- City National Bank (Los Angeles, CA)
- …colleague is responsible for managing and directing the Trade and Supply Chain Finance sales activities of the bank to assure profitability consistent with the ... risk management, governance and controls. This individual will also coordinate and integrate sales activities across the division and the bank to drive a… more
- Hills Bank (Iowa City, IA)
- …Address and resolve client concerns and inquiries. Handle escalated issues. + Uphold the bank 's core values of care, connect, and trust . Branch Administration + ... good care of themselves and their families. Join Hills Bank and let us surprise you with even more...a high-performance team to meet and exceed customer service, sales , and financial goals. The Branch Manager promotes and… more
- Bangor Savings Bank (Portland, ME)
- …Senior Relationship Manager is primarily responsible for developing and/or coordinating all sales and visibility activity within WMG by and through direct reports. ... for WMG. The position is integrally involved in proactive sales and referral cultivation as well as for responding...as well as for responding to and servicing the Bank 's WMG referrals, and for complying with all service… more
- Bank of America (Chandler, AZ)
- …Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more