- M&T Bank (Bridgeport, CT)
- …to be able to close on a transaction with a customer. Work with sales , credit, and customers to ensure all legal documents are created properly, executed accordingly ... them as required for a specific transaction. Work with Sales in the sale of MTCLC transactions including, but...an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely… more
- Zions Bancorporation (Denver, CO)
- At Vectra Bank , the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently ... safe deposit, vault, or credit departments. + May assist with special projects or bank conversions. + Ensures high quality customer service goals are met. May train… more
- BMO Financial Group (Denver, CO)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and...+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal… more
- Truist (Asheville, NC)
- …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
- Truist (Charlotte, NC)
- …data integrity. Interpret and ensure communication of and adherence to the Bank 's policies, programs and objectives. 5. Monitor, maintain and update sales ... activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. 6. Execute on all risk, operational, policy and… more
- Truist (Miami, FL)
- …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
- Huntington National Bank (Chicago, IL)
- Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... of hire + At least 5 years of wealth management/financial advisory/ sales /relationship management experience in banking, investment management, or insurance products… more
- Zions Bancorporation (Houston, TX)
- …clients, and internal partnerships. + Sell Trade Finance solutions, including: + EXIM Bank programs + Foreign Direct Investment + Trade Cycle Finance + Supply Chain ... and ensure client satisfaction. + Manage all aspects of the sales process, including credit analysis, loan structuring, client interviews, and character… more
- Truist (West Palm Beach, 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 (Downingtown, PA)
- …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