- Truist (Jupiter, FL)
- …and banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the high net ... ability to handle the most challenging, sensitive and complex banking relationships. * Focuses on targeted prospecting and developing...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- JPMorgan Chase (Jersey City, NJ)
- …as a leader in product solutions, where you will guide sales advisory, optimize complex problem-solving, and shape customer-centric strategies. Leverage your ... an expert in a cluster of products and the sales cycle. As a leader on the team, you...evaluation. + Collaborate with AI researchers, ML engineers, and software developers to push the boundaries of Agentic AI.… more
- First Horizon Bank (Raleigh, NC)
- …identification and fitment into revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales and training situations for ... product in various real-world installations. Share insights with TM Sales and TM Operations. Capture and illustrate the client...for creating process flows or diagrams + Proficiency in software like Tableau, Power BI, SQL, Oracle, or similar… more
- Truist (Chantilly, VA)
- …service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with ... on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance...easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound… more
- Fiserv (Lincoln, NE)
- …delivery of software features projects focused in the item processing banking area. You will be responsible for developing business and technical requirements ... delivery. + Increase client satisfaction, revenue growth due to sales opportunities and new client potential based on positive...be great to have:** + Experience in financial services, banking and/or software domain. + Experience in… more
- UMB Bank (Rockford, IL)
- …investment, and estate planning advice to clients, as assigned. + Partner with Private Banking team to deliver clients lending, credit, and banking advice. + ... You are effective in personal networking. + You possess sales skills with acumen to close new business. +...financial planning. + You have proficiency in Salesforce CRM software , and familiarity in other front office software… more
- Pegasystems (Houston, TX)
- …You have technical/business experience in client-facing roles such as pre- sales , consulting, technical enablement, or software application development. ... Principal Solutions Consultant Job Category: Pre- Sales Consulting Location: US - Texas - Remote... Consulting team, you will collaborate with product managers, software developers, analysts, business officers, and other groups to… more
- Citigroup (New York, NY)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction ... trading platform processing Derivatives, Cash and Exotics products with 2000+ Trading, Sales , Middle Office users globally. The platform, built on state of the… more
- US Bank (Overland Park, KS)
- …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
- Needham Bank (Needham, MA)
- …leadership position contributes to the strategy and execution for the customer sales and service experience through direct interaction with all areas including; ... direct managers/ analyst and is responsible for customer service and sales including contact center process procedures/knowledgebase/communication, sales and… more