- City National Bank (Solana Beach, CA)
- …BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the ... contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to...Key measures of success will include acquisition of new personal and new small business clients, deposit and fee… more
- Commerce Bank (Cape Girardeau, MO)
- …and Community Markets + Participate in loan committee meetings regarding loan renewals and new requests + Attend networking/ personal development events ... Duties: + Provide support to relationship and portfolio managers by preparing loan documentation, on-boarding new loans, and on-going monitoring of existing loans. +… more
- KeyBank (Dallas, TX)
- … loan recommendations and structuring, analysis of business and personal financial statements, identification of transaction strengths and weaknesses. + Analyzes ... file maintenance, on-going covenant compliance verification, business development and lending/ sales support, and operational support. **Essential Functions** + Proactively… more
- Education First FCU (Woodville, TX)
- …as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service. Takes loan ... and member service product applications. Responsible for accurate and timely loan reviews. Will work closely with Loan Officers and be compliant with Federal and… more
- Otsuka America Pharmaceutical Inc. (Chattanooga, TN)
- …facility's goals and pain points. + Develop and execute tailored communication and sales strategies that align with the unique priorities of each LTC facility. ... include webinars, virtual meetings, digital newsletters, and interactive online platforms. Personal engagement helps build strong relationships and fosters trust and… more
- NBT Bank (Great Barrington, MA)
- …guidelines, loan policy and procedures and compliance regulations. Conducts sales and service calls to existing and potential customers to ensure existing ... existing customers. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business… more
- Banc of California (Los Angeles, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... of a full service branch office, including operations, audit & compliance, product sales , customer service, cash control, security, and safety in accordance with the… more
- JPMorgan Chase (New York, NY)
- …success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start ... accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to… more
- Newtown Savings Bank (Newtown, CT)
- …by scheduled deadlines. + Meet with immediate supervisor to discuss service, sales performance, employee development, and personal career growth and development ... operation of the branch. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for all… more
- Wells Fargo (Chicago, IL)
- …. **In this role you will:** + Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the ... Mortgage Banking Manager + Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion,… more