- PNC (Batesville, IN)
- …(CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products , Digital Awareness, Effective ... the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by...engagement activities to connect with customers and position financial products to meet their needs. Has expert knowledge of… more
- BMO Financial Group (Stockton, CA)
- …assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. + Makes key recommendations on products , pricing, ... the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and… more
- Fifth Third Bank, NA (Perrysburg, OH)
- …and future financial needs. + Maintain an in-depth knowledge of Retail consumer and small business products /services and recommend appropriate solutions using ... and procedures while opening/servicing the full range of Retail products . + Participate in the consumer loan...preferred. + Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer … more
- Neuberger Berman (New York, NY)
- …+ Performing in-depth analysis and market research on different sectors of consumer products + Financial modeling, scenario analysis and returns analysis ... Overview:** Marquee Brands is a fast growing and dynamic consumer focused PE fund with offices in New York...content, short form video, books, magazines and digital subscription products for its brand portfolio. Marquee is looking for… more
- First Horizon Bank (Hillsborough, NC)
- … Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. Client experience + ... + Enhance individual knowledge to better serve clients by attending relevant sales , service, and product knowledge meetings, training classes, and web-based… more
- PNC (Atlanta, GA)
- …newer markets. You will collaborate closely with stakeholders in marketing, distribution, sales and product to deliver an exceptional customer experience. What ... design and execution by collaborating with agency partners, marketing colleagues, sales and distribution. * Drive a customer focused culture, leveraging broader… more
- KeyBank (Redmond, WA)
- …Services solutions to support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate ... the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent...and other resources in order to maximize needs- based sales production. + Be an active member of the… more
- PNC (San Antonio, TX)
- …client relationships. + Partners with key stakeholders to develop and execute key sales and marketing strategies, such as product structuring and distribution, ... Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Products and Services, Sales Function **Work Experience** Roles… more
- CDM Smith (New York, NY)
- …- Attend conferences, symposia, etc. to improve the visibility of the firm's products and services in collaboration with applicable sales staff. - Act ... the design of geothermal energy projects, develop staff, and assist in developing sales growth. As the Geothermal Energy Discipline Leader and a contributor to CDM… more
- PNC (Fremont, CA)
- … Sales **Competencies** Accuracy and Attention to Detail, Banking Products , Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing ... + Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial… more