- Wells Fargo (Denver, CO)
- …to qualify for immediate FINRA registration **Desired Qualifications:** + Full-service brokerage experience + Financial advisement or planning experience + Client ... + Knowledge and understanding of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and… more
- KeyBank (Salt Lake City, UT)
- …data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system , and personal meetings. Captures the client's goals in a financial ... Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of… more
- US Bank (Chicago, IL)
- …financial modeling, and contract negotiation - Skilled in managing commercial brokerage partners and cross-functional teams - Strategic thinker with strong financial ... territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the US Citizenship and Immigration Services. Learn more… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are ... building back-testing frameworks and historical data storages * Basic Linux system performance tuning and monitoring, ability to troubleshoot performance issues… more
- Regions Bank (Indianapolis, IN)
- …your information by visiting and logging into the careers section of the system . **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a ... (7) years applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent **Preferences** + Bachelor's degree in Business… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …the value of current and new technology + Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annual dollars ... at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R… more
- First Horizon Bank (Charlotte, NC)
- …and technical requirements. * Contribute to and enhance the design system , maintaining consistency while introducing new interaction patterns. * Mentor junior ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- OEC Group (Miami, FL)
- …ocean and air freight, rail, trucking, warehousing and distribution, customs brokerage , cargo insurance and more. About the Position Duties and responsibilities ... marketing to build credibility as a logistics expert/consultant. + Use CRM system daily for data entry. + Establish and maintain rapport with targeted… more
- Acosta Group (Houston, TX)
- …the lowest possible cost while maximizing company revenue through brokerage , commissions, bonuses, and contest earnings. + **Strategic Communication:** Communicate ... Ensure all client procedures and policies are followed, achieve client proprietary system expertise to manage promotional plans and fund balances, and monitor and… more
- First Horizon Bank (Asheboro, NC)
- …findings (eg, copies of statements/checks, media search results, results from internal system searches, etc.) and prepare cases for review and approval by ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more