- BMO Financial Group (Stockton, CA)
- …relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as client's trusted ... customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. + Makes key recommendations on products, pricing, and services;… more
- HUB International (Atlanta, GA)
- …deliver World Class customer service. Working under direct supervision of a VP of Sales , you will have a caseload which represents 125 accounts. By embracing our ... the Producer to manage the retention, servicing and new sales efforts for a book of business. **Job Functions:**...years' experience working with Employee Benefits Programs in a brokerage or equivalent setting preferred but not required Disclosure… more
- Citigroup (Getzville, NY)
- …functions. Basic understanding of how the team interacts with Trading Desk, Sales Desk, Operations and Technology support teams in accomplishing the objectives of ... 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a...with a range of internal stakeholders including Front Office Sales and Trading Desks, Compliance, Legal, Finance and HR;… more
- Regions Bank (Indianapolis, IN)
- …grow revenue from existing client relationships + Participates and may lead the sales process with partners and teammates to identify and solidify new business ... (7) years applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent **Preferences** + Bachelor's degree in Business… more
- Pioneer Bank (Albany, NY)
- …on accuracy, installment schedules, and resolving discrepancies. + Collaborate with the sales team on new business handoffs and renewal strategies, ensuring a ... new business quoting assistance when necessary to ensure the sales team can present sales proposals in...account handling or CSR experience in an agency or brokerage setting, with knowledge of general liability, property, commercial… more
- Anywhere Real Estate (Miami, FL)
- …growth and engagement. + Lead field support by partnering with Franchise Sales to evaluate and prioritize markets, develop growth strategies, and present at ... retention, per-Agent production, adjusted gross commissions, transaction sides, franchise sales growth, and brand engagement. + Develop and implement growth… more
- First Horizon Bank (Coral Gables, FL)
- …relationship management duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary ... point of contact. + Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with a… more
- US Bank (Cedar Rapids, IA)
- …what you excel at-all from Day One. **Job Description** Provides sales , processing, operational, administrative and customer service support to Investment ... Relationship Managers of US Bancorp Investment Sales . Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking… more
- First Horizon Bank (Birmingham, AL)
- …in the job posting. **SUMMARY** This position is responsible for the overall sales , production, profitability and regulatory compliance of a banking center. It is ... DUTIES AND RESPONSIBILITIES** + Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business… more
- First Horizon Bank (Raleigh, NC)
- …Enhance individual knowledge to better serve clients by attending relevant sales , service, and product knowledge meetings, training classes, and web-based learning. ... ** Sales and service** + Cross-sell and make referrals to...banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services.… more