- Citigroup (Colton, CA)
- …and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more
- Bank of America (Fort Worth, TX)
- …brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, ... to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while...find proper solutions to meet those needs by referring sales opportunities to specialist and sales… more
- Bank of America (Hunt Valley, MD)
- …brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, ... to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while...find proper solutions to meet those needs by referring sales opportunities to specialist and sales… more
- Citigroup (Miami, FL)
- …budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, ... America businesses. Their focus is to ensure that effective client service is provided to our ultra high net...new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB… more
- Optiv (Detroit, MI)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate ... technology partners and members of the extended Optiv team (technical, sales , client operations, etc.) within each assigned account. + Maintain collaborative and… more
- Optiv (Trenton, NJ)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate ... technology partners and members of the extended Optiv team (technical, sales , client operations, etc.) within each assigned account. + Maintain collaborative and… more
- Optiv (Detroit, MI)
- …knowledge, the SA designs security solutions for assigned clients. Aligned with their client 's security initiatives and alongside a dedicated sales team, the SA ... environment and provide clients and sellers with consistent security expertise on all sales opportunities. In partnership with domain specialist and experts, the… more
- Optiv (Washington, DC)
- …Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate ... technology partners and members of the extended Optiv team (technical, sales , client operations, etc.) within each assigned account. + Maintain collaborative and… more
- BMO Financial Group (Chicago, IL)
- …of all client questions and concerns, both internal and external. + Performs client sales & service support activities as required to meet client ... (eg underwriting, funding, monitoring). + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Prepares new… more
- Truist (Houston, TX)
- …with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth ... of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate and Investment Bank, Commercial Real...education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of… more