- CIBC (Chicago, IL)
- …in evaluating business growth opportunities through comprehensive industry, client and prospect research . Prepare analyses in support of credit submissions ... provide support to account teams through client acquisition, relationship management and credit management processes as well...prepare you for a rewarding career as a Relationship Manager or Portfolio Manager , Commercial Banking and… more
- Bank of America (Tampa, FL)
- …solutions. The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval ... knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver… more
- Access Dubuque (Dubuque, IA)
- …with the Manager and other departments. **Specific Responsibilities:** **Sales:** 1. Prospect for and sell advertising to clients via phone, mail, the internet, ... **Job Category** Sales **Description** Overall Responsibilities 1. **Publication/Brand Sales** : Prospect for and sell advertising and marketing services to new and… more
- BMO Financial Group (Green Bay, WI)
- …+ Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales ... and improves the work processes for sales and service management , risk management and compliance within prescribed...to validate client holdings, pricing, and volumes. + Provides research and data gathering to sales team to facilitate… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research ... facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead Financial… more
- Truist (Atlanta, GA)
- …may change from time to time. 1. Conducts industry, market and company research using available resources to source prospect names, developing and refining ... particular emphasis on adherence to credit policy and requirements. Supplements analysis with research and evaluations from a wide variety of sources to develop an… more
- Woodward Communications, Inc. (Dubuque, IA)
- …with the Manager and other departments. Specific Responsibilities: Sales: + Prospect for and sell advertising to clients via phone, mail, the internet, or ... First Shift Job Category Sales Description Overall Responsibilities + Publication/Brand Sales: Prospect for and sell advertising and marketing services to new and… more
- Publicis Groupe (New York, NY)
- …problems and win pitches. **Responsibilities** + Assist in fielding and vetting new prospect calls and emails. + Conduct background research on prospective ... Turner Duckworth, and MSL. This person is responsible for pitching, prospecting support, management of agency brands, and the growth and development of junior team… more
- GRM Document Management (Jersey City, NJ)
- …GRM Information Management Services is now hiring an experienced Account Manager for our Jersey City NJ office. The primary responsibility is to maximize ... Company Description GRM Information Management Services is a leading provider of lifecycle...generation and prospecting activities to maintain required pipeline of prospect accounts + Qualify, research , track and… more
- BMO Financial Group (Madison, WI)
- …clients/prospects based upon their needs. + Assist Private Wealth Advisors in market research of client and prospects + Assist Private Wealth Advisors in identifying ... on behalf of the private wealth advisor / relationship manager . + Develops an understanding of the customer needs...sales reporting. + Prepares reports for financial plans and prospect presentations with an understanding of the anticipated … more