- 3M (IN)
- …communication & presentation skills + Ability to engage & build relationship with PMC/Interior/ Dealer Qualifications Required: Prior work experience (5-7years) ... assigned territory on monthly and year-on-year basis. + End to end Customer relationship and Key account management. + Develop Opportunity hopper and manage it… more
- Marex (New York, NY)
- …collaboration is essential in maintaining a healthy and transparent relationship between Marex and regulatory bodies. Responsibilities: Proactive in implementing ... responsibilities: + Provide Compliance Advisory services to US Broker Dealer business lines. + Complete or assist in completing...lines. + Complete or assist in completing US Broker Dealer related regulatory inquiries. + Complete or assist in… more
- Commerce Bank (Nashville, TN)
- …a consultative sales process approach to deliver high-quality sales and relationship management calls to auto dealerships in the assigned geographical territory ... + Manage all aspects of the dealer relationships, including, generating retail loan volume, application efficiency (book-to-look ratio), profitability, and service… more
- Truist (Dallas, TX)
- …job description:** Develop and manage new and existing Service Finance dealer client relationships in assigned territories. Produce appropriate level of ... from time to time. * Build and maintain strong dealer relationships providing a high level of customer service...knowledge of the sales process from lead generation to relationship management * Strong sales and negotiation skills *… more
- Atria Wealth Solutions (Vancouver, WA)
- …investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker dealer ... + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU branch… more
- Percepta (Melbourne, FL)
- …will work with luxury clients as a brand ambassador to exceed client and dealer expectations in all deliverables. The CSM must possess the skills to answer inbound ... also be expected to ensure the selling and/or servicing dealer provides a high-quality, timely and professional response to...superior level of client service with focus on building relationship of trust, empathy and enthusiasm with each vehicle… more
- City National Bank (New York, NY)
- …partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. * Build strong relationship with Platform ... partners and internal Portfolio Management teams including period meetings * Work with internal Client Service teams on ad hoc inquiries throughout the day and provide reporting as needed * Work with platform partners and billing team on fee files * Take on ad… more
- DealerOn, Inc. (Rockville, MD)
- …of fastest growing companies six years in a row, expanding to over 30 manufacturer relationship , and over 5,000 dealer partners. We are proud of what our company ... has done, and it's all due to the talented and diverse team we've been lucky enough to assemble. Perks and Benefits: Aside from the awesome people you will get to interact with on a daily basis, we offer a number of benefits, including: + Medical, dental and… more
- Caterpillar, Inc. (Tucson, AZ)
- …future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. Caterpillar does ... products and scheduling machines to align to customer and dealer requirements. The team is responsible for monitoring ...relations skills are required to develop a cooperative work relationship with others inside and outside the department. +… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... the plans following the credit union and the broker dealer 's guidelines. Responsibilities + Develop each employee to their...Credit Union compliance training and those mandated by the broker- dealer . + Serve as a liaison between Patelco Financial… more