- Wells Fargo (Los Angeles, CA)
- …in lending and banking solutions. The Lending Director will work closely with Financial Advisors, Market Sales Managers, and local leadership to drive adoption ... into actionable strategies for advisors and clients. + Proficient in CRM systems, financial planning tools, and sales dashboards, using data to manage… more
- HSBC (Beverly Hills, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , ... (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism… more
- HSBC (Buffalo, NY)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , ... works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value...As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients… more
- Marriott (Kapalua, HI)
- …negative trends. **Supporting Profitability** * Supports annual quality audits. * Reviews financial statements, sales and activity reports, and other performance ... and Accounting, Human Resources, Legal/Contracting, Food and Beverage, Guest Services /Front Desk, Sales & Marketing, Security/Loss Prevention, Retail/Gift… more
- USAA (Phoenix, AZ)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...creating an effective retirement income plan. + Recommends relevant financial product and services and refers for… more
- Marriott (Chula Vista, CA)
- …and Restaurant Management, or related major; 4 years experience in the spa, guest services , front desk, sales and marketing, or related professional area. OR * ... related major; 2 years experience in the spa, guest services , front desk, sales and marketing, or...guidance for all Resort operations related activities.** * Reviews financial statements, sales and activity reports, and… more
- Applause (New York, NY)
- …customer up-sell revenue targets for Fortune 100 accounts within the Financial Services industry. + Meets or exceeds defined sales quota through strategic ... Starbucks, Vodafone, and BMW. As a Strategic Account Manager- Financial Services you will be responsible for...cross-selling to existing clients and securing contract renewals within Financial Service accounts. This will be achieved… more
- PNC (San Antonio, TX)
- …client experience. Ensures awareness of the full range of PNC's products and services . Leverages reporting and sales tools to proactively identify and ... Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business… more
- Zions Bancorporation (Herriman, UT)
- …of education and experience may meet qualifications. + Previous experience in a financial sales representative oriented role preferred. + Working knowledge of ... join Zions Bank today! This role will: + Perform full- service banking services to new and existing...customers within the branch, with a primary focus on sales and service . + Open new accounts,… more
- Truist (Franklin, TN)
- …1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in ... States of America) **Please review the following job description:** Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and… more