- Bank of America (Glendale, AZ)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities +… 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
- Bank of America (Northridge, CA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities *… more
- Bank of America (Charlotte, NC)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... our clients achieve their financial goals; solutions include investment, banking , and lending. FSAs set clear expectations to create...obtained within 90 days) + Is comfortable in a sales role, finding ways to nurture strong client relationships.… more
- BMO Financial Group (Chicago, IL)
- …and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates directly with clients on new ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and...+ Protects the Bank's assets by adhering to all banking , investment and lending regulations, policies, and procedures, legal… more
- Bank of America (Middletown, RI)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities *… more
- Bank of America (Lincoln, RI)
- …to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams + Is an effective ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing… more
- Scotiabank (OR)
- …overall success of the development of data assets/data models serving International Banking Analytics. The Specialist for Data Engineering will be responsible ... performant solutions. + Collaborates in the coordination of the International Banking data engineering community; supporting training and onboarding of new users,… more
- JPMorgan Chase (New York, NY)
- …services across wealth management. This includes areas such as sales & trading, brokerage, Chief Investment Office/investment management/managed investments, ... front office financial services role (eg, private banker, investment specialist , portfolio management, etc.), or experience working at a...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Banco Popular Puerto Rico (San Juan, PR)
- …efficiency. * Lead deposits growth, both consumer and commercial, and products sales initiatives while maintaining the expected quality. * Actively contact existing ... while attracting new money, commercial services, among other products through sales calls, community involvement, referrals, and entertainment. * Manage commercial… more