- KeyBank (Veneta, OR)
- …Territorial Road - Veneta, Oregon 97487 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank,… more
- TD Bank (New York, NY)
- …include but not be limited to: Overall Fiduciary and Principal responsibilities, Sales Leadership, Partnership Programs, People Acquisition and Development, Risk ... The Head of Distribution, US Wealth leads a function of consolidated strategic, sales and support functions across all segments and channels of the Wealth business,… more
- KeyBank (Corry, PA)
- …achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides ... Pennsylvania 16407 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling… more
- Capital One (Cincinnati, OH)
- …of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio + 1 year of experience working ... of urgency to deliver on customer needs. Our **Field Sales teams** works with Small and Mid-Sized Business owners...customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom… more
- CIBC (Chicago, IL)
- …externally focused to drive new business revenue generation and new client acquisition . The Senior Business Development Officer collaborates with the Group Head to ... execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and strategy. The Senior… more
- BMO Financial Group (Castro Valley, CA)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships, acts as… more
- Walmart (Hoboken, NJ)
- …5 years' experience in brand advertising (for example, television, video, sponsorship), media sales , customer acquisition and growth, search, mobile, or online ... as Walmart Connect's liaison between existing and new account teams, helping our sales team prospect new relationships and revenue opportunities. **What you'll do **… more
- Pinkerton (Houston, TX)
- …values of integrity, vigilance, and excellence. + Establish and maintain "trusted advisor " relationships with new and existing clients. + Regularly contact clients ... trends relative to fixed and variable costs and the financial impact of present and anticipated business activity. +...impact revenue growth and profitability. + Partner with the Sales Support and Marketing departments to identify client prospects… more
- Fortrex (Philadelphia, PA)
- …$1 Billion in sales with an excellent history of organic and acquisition growth + Over 13,000 team members throughout North America + Corporate headquarters in ... relationships, and identifying new opportunities. Acting as a trusted advisor , you will ensure client needs are met while...consultative selling skills, and you are passionate about exceeding sales targets, we want to hear from you! Apply… more
- JPMorgan Chase (Charlotte, NC)
- …preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of ... their balance sheet and generate new client acquisition . You will be part of a local team...plus years of work experience in Private Banking or Financial Services industry + Five plus years of experience… more