- Wells Fargo (Miami, FL)
- …with you. **About this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) in the Professional Services team in the Legal Specialty Group Working ... transitions + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of...well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance… more
- M&T Bank (Stowe, VT)
- …relationship management program. Work with branch partners to effectively sell to the business customer and cross-sell other bank products. The ideal candidate ... by manager. + Work with branch partners to maximize sales efforts to business customers and cross...and cross sell other products and services that the bank offers. Network with centers of influence to develop… more
- Dickinson Financial Corporation (Overland Park, KS)
- …to develop mortgage lead sources, respond timely to customer inquiries and Bank referrals, analyze borrowers financial and credit data, determine customer financing ... eligible for 401(k). **Principal Accountabilities:** + Originate loans based on outside sales activity. + Meet minimum funding requirement starting the third full… more
- M&T Bank (Rockville, MD)
- …and prospect conversions. Assist RMs in related portfolio management activities. Work with business partners to maximize sales efforts to business customers ... emergent demonstration of a leadership role within the relevant markets. This allows the business relationship managers to focus on generating sales and not the… more
- City National Bank (New York, NY)
- …new Financial Advisor introductions while building their career in financial services sales and business development. As a dedicated and self-motivated ... qualifying the advisor and introducing them to the local sales team to close new business . In...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more
- Huntington National Bank (Naperville, IL)
- … business /middle market space from $3-$50 million. You will also partner with business bankers to identify new sales opportunities for merchant services while ... service. + Teach, coach, motivate, drive merchant education and sales growth within your respective banker coverage...sales in the $3-$50 million space + Previous sales expertise in the business /middle market space… more
- Chemung Canal Trust Company (Elmira, NY)
- …expand customer relationships in order to achieve individual and branch goals; displays sales leadership and drives sales through service and knowledge. + ... referrals for alternate products, channels and other lines of business . Meets specific partner referral goals. + Actively assists...fraud. + Assists with the maintenance and servicing of bank equipment such as ATMs, Night Drops, and Cash… more
- BMO Financial Group (Winnetka, IL)
- …process (eg underwriting, funding, monitoring). + Assists in preparing new business proposals or presentations to clients/prospects. + Assists in preparing for ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...handles exceptions tactfully, accurately and efficiently in accordance with Bank policy. + Reviews and provides feedback and best… more
- BMO Financial Group (Woodstock, IL)
- Spanish speaking preferred** Business development experience preferred** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers… more
- M&T Bank (Manchester, NH)
- …management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products. **Primary Responsibilities:** ... by manager. + Work with branch partners to maximize sales efforts to business customers and cross...and cross sell other products and services that the bank offers. + Network with centers of influence to… more