- UMB Bank (Jackson, MS)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- HUB International (Chicago, IL)
- …includes Sales Executives, Sr. Account Managers, Account Managers and Associate Account Managers. + Mentor, support, and train Account Managers, Associate ... Manager and Team Lead, you will manage an assigned book of business. You will be responsible for a...work in a collaborative team environment, mentoring Account Managers, Associate Account Managers and Team Assistants, as applicable. **Job… more
- Regions Bank (Orlando, FL)
- …reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk ... and compliance needs for the book of business, and utilizing all the tools are...relationship management, business development and presentation skills + Advanced sales , negotiation, problem solving, and interpersonal skills + Anticipates… more
- Kestra Financial (Fort Worth, TX)
- …in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio ... case design, scenario building, and plan and presentation development. Summary The Associate /Service Advisor reports to the Lead Advisor and serves as the primary… more
- Sysco (Harmony, PA)
- …OSHA, DOT, FDA, USDA, DOL, CVOR (Canada), etc.); with licensing and log book requirements and with food safety policies, protocols and requirements. + Monitors the ... systems in line with standard operating procedures. + Collaborates with Merchandising, Sales Management and Marketing Associates to resolve any customer or delivery… more
- TIAA (Hanover, NH)
- …eligible to participate in competitive variable compensation package (paid on external sales , book of business, and balanced performance metrics) with material ... + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships… more
- Atria Wealth Solutions (Lunenburg, MA)
- …and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment ... (In-Branch) + Manage, service and grow an existing investment and insurance book of business through client meetings. Build strong client relationships that lead… more
- Hotel Equities (Brentwood, TN)
- …in the hotel by reviewing the communication log book each shift; updates log book for next shift + Report potential sales contacts to the sales ... by the company including, but not + limited to those contained in the associate handbook. + Safety and Security Skills + Properly handle and account for keys… more
- Safran (Wall Township, NJ)
- …comfortable and accessible. Safran has a global presence, with 100,000 employees and sales of 27.3 billion euros in 2024, and holds, alone or in partnership, ... The position is a focal point between Customers and Sales , maintaining the customer relationship by providing the best...audit weekly to ensure accurate order entry in Order Book . * Customer Communication: Notify customers of potential delays… more
- MAPFRE Insurance (Webster, MA)
- …agencies in a territory to identify potential concerns or trends within their book of business. + Works closely with Business Development Reps and/or Supervisor and ... the overall profitability, quality and composition of each agency's book . **Skills/Abilities:** + Demonstrate ability to exercise business judgment, effective… more