- Intuit (San Diego, CA)
- …with other customer-facing roles such as Customer Success Managers (CSMs), Professional Services (PS), and Product Support. + Effectively manage team ... collaborative relationships with Account Managers (AMs), Customer Success Managers (CSMs), Professional Services (PS), Product Development (PD), and Product … more
- GCI Communication Corp (AK)
- …with company proprietary and customer account information. + Demonstrated understanding of cash management and ability to protect company assets per company ... targets. + Implement and manage successful sales initiatives, sales results, inventory, cash balancing, and high-quality customer service . + Provide training,… more
- Capital One (New York, NY)
- …carefully understands the mechanics of the service + Collaborates with Treasury Management Client Services team to deliver exceptional service and ensure ... arise + Performs timely follow-up concerning newly implemented treasury management services to ensure the client is...all clients + Assists Business Bankers with understanding treasury management product risk and ensuring Capital One… more
- JPMorgan Chase (Jersey City, NJ)
- …new client opportunities, propose solutions for existing client needs, and promote cash management recommendations. **Job Responsibilities** + Become a highly ... client and prospect meetings + Host actionable ideas calls and communicate key cash management messages timely and accurately + Cultivate relationships with… more
- Coast Guard Community Services Command (New London, CT)
- …requests for customers or merchandise issues at store level. May assist store management team in training employees on all cash register and front-end ... those who serve us! DUTIES : Welcome customers, maintain product knowledge and help with the selection of merchandise....quickly with a sense of importance. Provides outstanding customer service in the assistance to patrons in selection of… more
- KeyBank (Idaho Falls, ID)
- …+ Provides and educates the client on Key's capabilities and knowledge in key product areas ( cash management , payments, equipment finance, etc.) + Maintains ... capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well… more
- Mass Markets (IA)
- …Customer Service , Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services , and Technology ... service strategies accordingly. Cross-Functional Collaboration + Collaborate with product , operations, marketing, and finance teams to align client service… more
- JPMorgan Chase (New York, NY)
- …for existing and new clients + Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework + ... (Integrated Team Members - ITMs) to provide sales and product support for Banking, and Treasury Services ,...Required Qualifications, Skills and Capabilities: + 5+ years of cash management sales and relationship management… more
- Citigroup (Miami, FL)
- …+ Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams ... with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management , large balance and un-invested cash reports,… more
- SMBC (Brea, CA)
- …Estate Loans, Cash Management Services , International Services **SUMMARY:** Manages the operational, control, and service delivery functions ... and services including revolving lines of credit, syndicated facilities, treasury and cash management services , and trade finance, loans, insurance and… more