- PNC (Wilmington, DE)
- …opportunity to contribute to the company's success. As a Financial Wellness Consultant , you will be within PNC's Organizational Financial Wellness team. This ... consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with...existing clients in a book of business to grow sales , revenue and market share with relevant sales… more
- City National Bank (Oxnard, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with… more
- City National Bank (New York, NY)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with… more
- City National Bank (New York, NY)
- …client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects… more
- PNC (San Diego, CA)
- …responsibilities may be performed remotely, at manager's discretion. As a Financial Wellness Consultant , you will work within the PNC Retail Out of Branch network, a ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- M&T Bank (Bear, DE)
- …Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- TEKsystems (Fort Worth, TX)
- …Paid Time Off* Tuition Reimbursement program* Hybrid work environment* First Command Bank Mortgage Discount Program* Free Financial Planning* Free onsite- ... a plan and review a plan, how do we communicate, investment management team, sales , manage, client facing calls, need them to be resourceful and self-starters Skills… more
- M&T Bank (Georgetown, DE)
- …Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- First Horizon Bank (Miami, FL)
- …Baton Rouge, LA, Lafayette, LA, Houston, TX. **Summary of Position:** The Marketing Data Consultant is a member of the Marketing team, reporting to the VP, Marketing ... of retail banking data platforms in the Marketing and Sales Enablement space. This candidate possesses a demonstrated knowledge...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- Truist (Baltimore, MD)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more