- Dickinson Financial Corporation (Lenexa, KS)
- …business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing ... about the bank's products and services. + Achieves specific sales goals on a daily, monthly, quarterly and annual...limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and… more
- Eastern Bank (Woburn, MA)
- …to large cash transactions and the sale of all monetary instruments + Process foreign currency purchases and sales + Process various types of loan payments ... in the duties of both a Customer Service Representative ( sales on the platform), and Teller (transactions at the...ideas so others will understand. Must be able to exchange accurate information in these situations. + Ability to… more
- Bank of America (Scottsdale, AZ)
- …domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange , and Wealth Management and facilitates client ... strategic objectives, from mergers and acquisitions to divestitures, exclusive sales , management-led buyouts, joint ventures, recapitalizations and fairness opinions.… more
- PNC (Charlotte, NC)
- …of employment. Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 and 63 within 120 days of employment. Fixed ... client relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service partners to… more
- PNC (Los Angeles, CA)
- …of employment. Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 and 63 within 120 days of employment. Fixed ... client relationships directly and as part of deal teams. + Partners with sales team, relationship managers, traders and other internal service partners to originate… more
- Banc of California (Pasadena, CA)
- …identifies and prequalifies fee income opportunities including treasury management, foreign exchange , merchant services, and corporate/business credit card. ... targeting the middle market segment. Actively engages in the sales process to ensure the attainment of goals and...and present appropriate solutions. Works with partners to drive sales success in the fee income opportunities. + Grows… more
- Bank of America (Tampa, FL)
- …domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange , and Wealth Management and facilitates client ... * Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships * Understands and interprets… more
- Bank of America (Atlanta, GA)
- …domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange , and Wealth Management and facilitates client ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- Bank of America (Indianapolis, IN)
- …domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange , and Wealth Management and facilitates client ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- Scotiabank (Houston, TX)
- …equity sales , trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full ... systems and utilize Microsoft Excel to prepare lists/reports for consumption of sales team and leadership; importing/exporting of data between various systems Role… more