- TD Bank (Greenville, SC)
- …periodic updates to client's financial plan as needed + Meets quarterly and annual sales goals + Proficient in Fin-Tech software to effectively track client ... objectives. The PFA I will be part of a sales desk team responsible for developing and maintaining TD...+ Understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW… more
- Fifth Third Bank, NA (Lexington, KY)
- …team-based sales environment. + Must be proficient in all Microsoft Office software ; familiarity with prospecting and CRM sales tools preferred. + Regional ... Make banking a Fifth Third better(R) We connect great...of an existing portfolio of companies with annual gross sales of at least $10 million within a specific… more
- Oriental Bank (San Juan, PR)
- …Office (Word, Excel, Outlook), reporting systems and other business applications required. Banking software and applications highly desirable. + Knowledge in ... or related field preferred. + Proven track record in sales and business development in the banking or financial services industry. At least four (4) years… more
- Truist (Atlanta, GA)
- …CD and IRA portfolios. Collaborate with key business partners to manage sales and revenue growth, pricing and to design campaigns/programs that drive positive ... financial performance, strategy, product design, product development, distribution, pricing, sales and service processes, and overall end-to-end client experience)… more
- US Bank (Los Angeles, CA)
- …+ Bonus but not required experience selling merchant processing/acquiring preferred. Fintech software sales are welcome. + Extensive knowledge of financial ... based on knowledge of clients, markets, products, and services. They will make sales presentations to existing and prospective clients informing them of benefits of… more
- US Bank (San Diego, CA)
- …contributor sales position. This role is responsible for business development and sales within the Small Business and Branch Banking segment defined as ... through various ways including self-sourced prospecting and partnering with Business Banking Specialists and Branch colleagues. This position will focus sales… more
- JPMorgan Chase (New York, NY)
- …a scalable global location strategy for business expansion. + Partner with stakeholders across sales and trading to align Software and Data Services with the ... within a fast-paced, dynamic, and exciting environment, developing our Software and Data Services pillar within Digital Markets. Partner...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Arrow Financial Corporation (Troy, NY)
- …Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus > Solid sales and referral experience; knowledge of bank ... Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment >...Office Suite (Word, Excel and Outlook); ability to learn banking -related software Physical Demands: > Must be… more
- Fifth Third Bank, NA (San Diego, CA)
- …team-based sales environment. + Must be proficient in all Microsoft Office software ; familiarity with prospecting and CRM sales tools preferred. + Regional ... Make banking a Fifth Third better(R) We connect great...an largest existing portfolio of companies with annual gross sales of at least $20MM and generally less than… more
- TD Bank (Burlington, MA)
- …a particular product. The role is accountable for business results and product sales , working with Acquisition teams to ensure widget and volume targets are met. ... oversees the end to end management of Commercial and Government Banking Deposit products, services and programs including features, benefits and characteristics… more