- PNC (New York, NY)
- …opportunity to contribute to the company's success. As a Financial Wellness Consultant , within PNC's Organizational Financial Wellness, you will be primarily based ... various businesses and their employees. As a Financial Wellness Consultant , you will be responsible for working directly with...access and more. You will employ a consultative based sales approach to acquire new business relationships and deepen… 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
- City National Bank (Los Angeles, CA)
- …net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing ... a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- M&T Bank (Buffalo, NY)
- …Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- Truist (Greensboro, NC)
- …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