- JPMorgan Chase (Irvine, CA)
- You are customer focused, enjoy building relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As ... strategies + Represent the firm's International capabilities at both internal and external events in the market + Help...Capabilities and Skills** + 5+ years of successful direct sales or relationship management - focused on International Treasury… more
- SHI (Austin, TX)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... you need to thrive - in our offices or yours.** **Job Summary** The Internal Marketing Events Manager plans and executes events, leading teams from the initial… more
- Santander US (Staten Island, NY)
- …appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial ... Financial Advisor - Centralized, Staten Island, NY Country:...an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding… more
- Raymond James Financial, Inc. (Villanova, PA)
- **Summary of the** **Position:** The Treasury Management Sales Specialist will be responsible for marketing, managing and educating on the entire set of Deposit and ... and treasury management business. **Primary Functions of the** **Position:** + Sales Support + Demonstrates mastery level proficiency in all Depository and… more
- Raymond James Financial, Inc. (Villanova, PA)
- **Summary of the** **Position:** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO ... is responsible for managing the specialty sales portfolio, generating new business and providing representation of...balances. + Provides education and knowledge of products to internal partners and to existing and prospective clients +… more
- Raymond James Financial, Inc. (Cleveland, OH)
- **Summary of the Position:** The Treasury Management Sales Associate will be responsible for assisting the TM Sales officer and specialist team in marketing, ... depository and treasury management business. **Primary Functions of the Position:** + Sales Support + Demonstrates mastery level proficiency in all Depository and… more
- Heritage Financial Credit Union (Middletown, NY)
- …support skills. + HFCU product knowledge. + Extensive customer service and sales experience ( financial industry experience preferred) including but not limited ... Digital Financial Partner - Dolson Branch Middletown, NY (http://maps.google.com/maps?q=161+Dolson+Avenue+Middletown+NY+USA+10940)...ensure best options are provided to members in both sales opportunities and meeting needs in general. + Cash… more
- Atria Wealth Solutions (Lunenburg, MA)
- …as requested. Knowledge/Skills/Experience Requirements: + Three years employment experience in a sales function selling financial products and services at a ... Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is...Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment… more
- M&T Bank (Bridgeport, CT)
- …business within MTCLC (M&T Capital Leasing Corporation) that adheres to internal credit standards. Structures, negotiates, and closes each transaction and builds ... business in the marketplace to build a strong network to identify additional sales opportunities. Manage and own each transaction from identifying each prospect to… more
- US Bank (New York, NY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and services. Participates in the development and execution of the organization's sales plan, including prospecting, direct calling and sales presentations and… more