- PNC (Akron, OH)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... + Develop and execute strategies to proactively drive Mass Affluent client acquisition , outreach and retention for purposes of generating revenue and deepening share… more
- KeyBank (Beaverton, OR)
- …BRIEF (PURPOSE)** The Business Banking Mission is to be our client's trusted advisor by providing financial solutions that help our clients grow profitably. ... partnerships to deepen and enrich the client experience. Working as the trust advisor , positions the client relationship for deeper cross- sales by their… more
- Fifth Third Bank, NA (Lexington, KY)
- …and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 million within a specific geographic area. Ability to develop ... a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficial banking...customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor … more
- City National Bank (Pierre, SD)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU...new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- AON (Chicago, IL)
- …transformation or sales force effectiveness + Serve as a trusted advisor to HR and C-suite executives, leveraging a strong professional network and reputation ... transformation or sales force effectiveness + Serve as a trusted advisor to HR and C-suite executives, leveraging a strong professional network and reputation… more
- JPMorgan Chase (New Hyde Park, NY)
- …crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers- Acquisition (BRM), Business Development Managers ... minimizing risk. **Job Responsibilities:** + Collaborates with Business Relationship Managers- Acquisition (BRMs) and Business Development Managers (BDMs) to drive… more
- KeyBank (Salt Lake City, UT)
- …revenue. **Job Functions** ** Sales and Service:** The role will manage the financial performance of the Community Development Lending & Investment Sales Team ... broad, fully integrated platform, including solutions such as: construction; acquisition ; bridge-to-re-syndication and preservation loans; lines of credit; various… more
- KeyBank (Columbus, OH)
- …at any Columbus area branch locations **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their … more
- City National Bank (Washington, DC)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... sales and service practice. They will focus on acquisition of new relationships as well as retention and...needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities… more
- Fifth Third Bank, NA (Holland, MI)
- …development, relationship management and client experience of companies with annual gross sales of $0-10M. Proactively consult the business owners in achieving their ... financial goals by providing smart financial solutions...for personal and business needs. Serve as a trusted advisor for businesses; collaborate with a team of product… more