- Dickinson Financial Corporation (Overland Park, KS)
- …Serve as the primary liaison for mortgage and commercial clients, assisting with deposit accounts, home equity loans, and consumer lending. + Support branch outside ... + Conduct all types of banking transactions, including opening and processing new deposit accounts including savings, checking, certificates of deposit and IRAs… more
- JPMorgan Chase (Temple City, CA)
- …business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals ... stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up… more
- BankFinancial (Downers Grove, IL)
- …As a specialist and trusted advisor, responsibilities include identifying needs, recommending deposit , treasury, and loan products, negotiating deposit and loan ... terms, coordinating loan approvals and closings, opening and managing deposit accounts, and referring clients to key partners within the company. In addition, the… more
- Cornerstone Credit Union (Sterling, IL)
- …our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while ... and closing of membership accounts including but not limited to lending and deposit accounts transactions (ie Consumer loans, deposit accounts including Money… more
- Pioneer Bank (Hudson, NY)
- …within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit , credit, and cash management products while providing proactive and ... clients. + Manages, cultivates, and grows a portfolio of credit and deposit clients. + Enthusiastically and professionally represents Pioneer in the business… more
- Hills Bank (Iowa City, IA)
- …in order to handle customer requests. + Assist customers with entry into safe deposit boxes, ensuring all procedures are properly followed. + Handle both routine and ... + Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services. + Accurately, efficiently open various… more
- Huntington National Bank (Des Plaines, IL)
- …relationships by proactively identifying financial goals and needs and recommending appropriate deposit , loan and other banking products and services. Serves in a ... more conveniently and better manage their money. Proficient in consumer deposit products and consumer lending. Proactively identifies opportunities to grow customer… more
- JPMorgan Chase (Miami, FL)
- …conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying ... banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity...A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in achieving its annual sales & revenue plans by carrying out targeted deposit generating strategies. + Develop sales scripts to effectively offer the products and ... the products through deal flow. + Actively prospect new deposit relationships with C-Suite Executives at small to middle...+ Act as SME and provide guidance on corporate deposit related issues to Banking professionals and clients. +… more
- Financial Partners Credit Union (Laguna Woods, CA)
- …and e-Banking. Advise members in the selection and opening of all Credit Union deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for ... + Able to present features and benefits of CU deposit products and services and close the sale. +...services, such as mobile, e-banking, e-quest, bill pay, direct deposit , ATM and shared branches. + Telemarket and follow… more