- JPMorgan Chase (Plano, TX)
- …existing relationships, identifying incremental business and maintaining high levels of client satisfaction + Execute sales /support strategies in conjunction ... strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability… more
- Tompkins Community Bank (Pittsford, NY)
- …+ Team Support & Leadership + + Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented ... Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships.… more
- Tiffany & Co. (New York, NY)
- … rate). + Influence teams by articulating the business value of learning in driving client loyalty and sales growth. + Analyze data and feedback to refine ... Manager, you will play a pivotal role in shaping the luxury client journey by designing, delivering, and sustaining world-class learning programs that elevate… more
- Tompkins Community Bank (Mount Kisco, NY)
- …protocols. + Team Support & Leadership + Provide guidance to teammates on client development and sales strategies. + Promote a collaborative and growth-oriented ... Summary: The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial… more
- Wellington (San Francisco, CA)
- …Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. ... Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and… more
- BrightView (Fontana, CA)
- …projects outside the Maintenance book of business. + Develop customized proposals and sales presentations that address client needs and highlight company value + ... services and installation projects. This role requires a strong balance of sales expertise, industry knowledge, and relationship management to expand the client… more
- HUB International (Melville, NY)
- …system with any changes in contact information. + Contribute to enhancement of client services/ sales , be well informed and maintain a familiarity with industry ... you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the...for providing assistance and support to Clients, Producers and Client Relationship Managers on new and renewal accounts in… more
- Huntington National Bank (Cleveland, OH)
- …Professional (CTP) or equivalent high-level treasury certification + Background in client relationship management, sales , or portfolio development + Passion ... Sr. at Huntington Bank, you'll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You'll… more
- Zions Bancorporation (Heber City, UT)
- …date of employment. + Ability to display sound judgment in complicated client situations. + Strong sales , self-management, credit analysis, loan structuring, ... services for high net-worth clients. The more complex a client 's financial life becomes, the more they'll appreciate being...bachelor's degree and 2+ years of experience with lending, sales , banking products and services, or other directly related… more
- Verdantas (Temecula, CA)
- …markets in the A&E industry in pursuit of executing the West region strategic sales plan + Identify and cultivate new client relationships, partnerships, and ... BD Leader preferred. **Performance Metrics** + Achievement of Area sales goals. + Growth in client diversification...of Area sales goals. + Growth in client diversification and geographic expansion. + Developed synergy with… more