- Truist (Baltimore, MD)
- …a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in ... data integrity. Interpret and ensure communication of and adherence to the Bank 's policies, programs and objectives. 5. Monitor, maintain and update sales… more
- Wells Fargo (New York, NY)
- …focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop ... developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans… more
- Truist (Greensboro, NC)
- …long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales . Offer a full range of loan, deposit, and fee-based services to existing ... may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory... activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all… more
- Truist (Falls Church, VA)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the ... Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing knowledge to better serve clients… more
- Chartway Federal Credit Union (Tooele, UT)
- …that will benefit the member. + Producing a pro-rata portion of assigned sales goals + Demonstrating the ability to optimize member contacts by meeting immediate ... protect the member and the credit union for fraud or loss. + Sales and service responsibilities include identifying opportunities to sell credit union products;… more
- Truist (Tampa, FL)
- …fee-based services to existing and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the ... Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to… more
- Citizens (Roslindale, MA)
- …Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + ... Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in… more
- Arizona Central Credit Union (Glendale, AZ)
- …+ Experience: One to three years of similar or related experience preferred including; sales , customer service, and cash handling experience. Powered by JazzHR ... Arizona Central Credit Union Ranked Top 10 Best Places to Work in AZ for 2025 "The 10 best places to work in financial services" AZBIGMEDIA Arizona Central Credit Union offers a comprehensive benefits package, including medical, dental, vision, 401k with up to… more
- Advancial (Anchorage, AK)
- …and online banking. + Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. + Interviews applicant and requests ... specified information for loan application. Ensures loan agreements are complete and accurate according to policy. + Serves as subject matter expert and provides assistance to members about products that best meet their needs. + Acting supervisor in the… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and company performance results to staff. Promote an effective sales environment through sales training, individual and… more