- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing… more
- Bank of America (Manasquan, NJ)
- Merrill Financial Solutions Advisor - Red Bank & Associates Market Red Bank , New Jersey;Freehold, New Jersey; Toms River, New Jersey; Manasquan, New Jersey **Job ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Truist (Nashville, TN)
- …fee-based services to existing and prospective clients with $75MM to $500MM in annual sales . Leverage the CCB Industry & Advisory teams as appropriate to create the ... optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate...change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and… more
- Citizens (Chelmsford, MA)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals +… more
- TD Bank (Worcester, MA)
- …generates ideas; ensures coordination with other initiatives + Initiates and champions new sales projects based on personal knowledge of industry and Company and ... more specific details for this role. **Line of Business:** Sales & Customer Distribution Support **Job Description:** The ...leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we… more
- Huntington National Bank (Grand Rapids, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank ... with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth...servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management… more
- M&T Bank (Clay, NY)
- …customer and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets ... **Primary Responsibilities:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the… more
- Umpqua Bank (Eugene, OR)
- …relationships. + Ability to partner withteamand engage in client-facing service and sales activity. + Proficiency with personal computers and software packages, ... benefit the client, increase penetration-rates of products & services for the Bank . Leads (or co-leads) partner collaboration & coordination for holistic team… more
- Bank OZK (Houston, TX)
- …Management business in the assigned territory or specific specialty group within the bank . This role partners with internal associates to provide treasury in a ... with our treasury clients. + Capable of supporting and consulting the Bank 's most sophisticated and/or complex customers regarding their Treasury Management needs. +… more
- Anywhere Real Estate (Seattle, WA)
- …you get to have fun, entertaining clients to cement friendships on a business and personal level. **Who you are:** Proven sales professional with a track record ... brokerages in the Greater Seattle area. Upward Title and Closing is seeking strong sales talent to help establish our footprint in the greater Seattle real estate… more