- PNC (Corona, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- Truist (Houston, TX)
- …via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
- CIBC (Thornhill, KY)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... **What you'll be doing** As a member of the Personal and Business Banking team, you'll work in a...1 year experience in** working with clients and achieving sales results. **It's an asset if** you have prior… more
- Truist (Winter Park, FL)
- …4 days a week* Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. ... and assistance within appropriate level of authority 5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls,… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** Equities Sales Specialist **The Team:** This is an appointment in S&P Global's North American ... EDA Sales Team with responsibility for selling our Equities product...broad based experience with another market data vendor or bank with exposure to managing complex relationships and/or process's… more
- TEKsystems (Lino Lakes, MN)
- …in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, ... seeking a new loan officer. Must have experience selling loans at a bank branch Description: This position is responsible for establishing and strengthening member… more
- MUFG (Los Angeles, CA)
- …activities in instituting cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales in collaboration with ... revenue opportunities that align with the goals of the Bank and the Division. The Sr. RM, primarily handling...(i) direct inspection of the clients' business and collateral, ( ii ) review of interim financial reports, (iii) personal… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... the financial and credit analysis meets acceptable standards, and ( ii ) project work to further the strategic and tactical...action based on analysis, internal credit policies/procedures, and the Bank 's risk appetite * Help to ensure the team… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Assists with the execution of… more
- BankOnBuffalo (Clarence Center, NY)
- …to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of ... clients, account opening and retail lending at a high level. + Follow all bank policies and operational procedures to ensure security and compliance. + Meet or… more