- Chemung Canal Trust Company (Elmira, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Conforms to General Performance Expectations… more
- Principal Financial Group (Chicago, IL)
- …prospecting new sources of business while learning how to utilize Salesforce, our client relationship management tool. + Partner with internal investment teams ... Retirement, and Institutional Sales - through interactions with sales leadership, relationship managers, internal specialists, and investment partners. + Assist in… more
- Chemung Canal Trust Company (Seneca Falls, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Conforms to General Performance Expectations… more
- Chemung Canal Trust Company (Horseheads, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Assists with new staff member… more
- City National Bank (Washington, DC)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… more
- City National Bank (Westlake Village, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… more
- City National Bank (New York, NY)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- City National Bank (Richmond, VA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- JPMorgan Chase (San Francisco, CA)
- …and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + ... Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You… more
- CIBC (Chicago, IL)
- …the client base through networking, community involvement, and exceptional relationship management. **How you'll succeed** + **Manage client relationships:** ... expertise in investment and wealth advisory services to provide best-in-class relationship management. + **Engage in client events:** Actively participate… more