- Citigroup (Miami, FL)
- …net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales and marketing strategies designed to ... business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects +… more
- City National Bank (Newark, DE)
- …Additional responsibilities include internal communicating with Technology, Compliance, Risk, Sales and Trading internal partners. The Operations Specialist ... *FOREIGN EXCHANGE SPECIALIST * WHAT IS THE OPPORTUNITY? City National Bank...is responsible for processing transactions that support Foreign Exchange Sales & Trading. This role requires the ability to… more
- Citigroup (New York, NY)
- …and 5 years of progressively responsible, post-baccalaureate experience as a Product Sales Specialist , Account Management Specialist , Client Executive, or ... and solutions for major market clients in coordination with the Institutional Banking team. Drive revenue by cross selling the Citi platform while efficiently… more
- First Horizon Bank (Charlotte, NC)
- …Include** : * Bachelor's degree * 3 - 5 years of experience in the banking industry (Finance, Risk, Audit, Business Intelligence, or Product team) or State and ... team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF)...US The Company and its subsidiaries offer commercial, private banking , consumer, small business , wealth and trust… more
- Truist (Philadelphia, PA)
- …and banking needs * Successful track record using interpersonal, sales , presentation and relationship management skills previously demonstrated in the high net ... growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing… more
- Bank of America (Minden, NV)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- BMO Financial Group (Newport Beach, CA)
- …on joint sales calls and team meetings. Identifies and refers business opportunities to key partners. **Identifies and refers business opportunities to ... estate agent capacity. + Develops and executes a market business plan, including sales strategies, to achieve...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- BMO Financial Group (West Palm Beach, FL)
- …new lending proposals or presentations to clients/prospects. + Ensures new business meets policy and procedures requirements for profitability and risk management. ... and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates directly with clients on new… more
- Bank of America (Tarzana, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- JPMorgan Chase (Chicago, IL)
- …managing clients/prospects through the sales cycle, resulting in closed alternatives business + Functioning as an alternatives specialist for the generalist ... with their JPMorgan counterparts to engage and close alternatives sales opportunities. **Job responsibilities** + Partnering with 1-2 PWA...years and today we are a leader in investment banking , consumer and small business banking… more