- KeyBank (Seattle, WA)
- …be done in conjunction with on-going client needs. + Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives. + ... Partner with the Implementation Specialist Team on more complex client implementations. + For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of… more
- CVS Health (Blue Bell, PA)
- …matter expert for local markets + Collaborate with the Plan President, Sales , Finance, Underwriting, Network, Contracting, and Product to develop market specific ... growth strategies while maintaining enterprise alignment + Proactively monitor financial performance and provide observations/insights into deep dives + Participate in the Implementation and Forecasting/Budget discussions + Oversee the Large Group Rate… more
- KeyBank (NY)
- …to external and internal clients; participates in client meetings and weekly sales team/pipeline meetings. + Works in tandem with the Relationship Manager (RM), ... Attorney and/or Borrower to take ownership of proper tracking and/or escalation and remediation of documentation exceptions. + Requests, obtains, and reviews Universal Commercial Code (UCC) searches, Good Standings, Civil Suits & Judgements, and Lien Searches.… more
- JPMorgan Chase (San Francisco, CA)
- …+ Strong understanding of Commercial Banking products and services + Excellent sales management and business development skills + Proficiency in building and ... maintaining positive client relationships + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Self-directed, proactive, and creative; uses sound judgment… more
- BMO Financial Group (Leawood, KS)
- …and in compliance with Bank Policies & Procedures. + Identifies new sales opportunities for prospects and existing commercial clients through analysis. + May ... participate in on-site client visits with other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and expectations. + Recommends credit according to sound credit-granting principles. +… more
- Comerica (Fort Lauderdale, FL)
- …financial solutions with the goal of retention and expansion (cross sales ). Retain existing portfolio and associated profitability. Additional Duties Promotes public ... bank image by being involved in meaningful community and business development activities, as appropriate. Qualifications Position Qualifications: Vice President, Portfolio Manager III + Bachelor's degree from an accredited university + Completion of a formal… more
- JPMorgan Chase (San Francisco, CA)
- …years of administrative support experience with background in a client facing sales and financial services environment + Strong organizational skills and ability to ... work independently in a demanding, changing and fast paced environment + Effective travel planning skills and knowledge + Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented + Effective interpersonal skills and… more
- CIBC (Chicago, IL)
- …Prospecting, Client Prospecting, Client Service, Customer Experience (CX), Lending, Portfolio Management, Sales Prospecting At CIBC, we are in business to help our ... clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a… more
- SMBC (New York, NY)
- …operation for Capital Markets and is comprised of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. ... Settlements actively supports pre and post-settlement processes and daily financial risks. In addition to daily settlements support, the function is focused on remaining current with industry standards and regulations. The team continues to evolve in its… more
- SMBC (White Plains, NY)
- …operations for Capital Markets and is comprised of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. ... Settlements actively manages pre- and post-settlement processes and daily financial risks. In addition to the settlement process, the function is focused on remaining current with industry standards and regulations. The team continues to evolve in its… more