- Lincoln Financial (Charlotte, NC)
- …They will also lead special projects, and coach and develop less experienced team members. **What you'll be doing** + Provides investment accounting treatment of ... strategies for compliance with regulations to key stakeholders & team members. + Researches, identifies, and resolves complex investment accounting… more
- Banc of California (New York, NY)
- …flow of future business opportunities. + Focus on phone calling, through phone calls and personal visits to qualify sales opportunities. + Providing insight ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact… more
- KeyBank (Marysville, WA)
- …to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity ... partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part...Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and… more
- Lincoln Financial (Greensboro, NC)
- …an exciting role open for an **Associate Actuary on the Annuity Qualified Actuary team ** . This is a unique valuation position which offers opportunities to provide ... thought leadership on key company initiatives. The Annuity Qualified Actuary team provides guidance and ensures proper implementation of reserve methodology to… more
- Santander US (Ocean City, NJ)
- …resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the ... to enhance customer satisfaction and loyalty while supporting the bank 's growth objectives. + Achieve or exceed sales...clearly and effectively with customers in person, over the phone , or through digital channels. + Ensure compliance with… more
- Santander US (Revere, MA)
- …resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the ... to enhance customer satisfaction and loyalty while supporting the bank 's growth objectives. * Achieve or exceed sales...clearly and effectively with customers in person, over the phone , or through digital channels. * Ensure compliance with… more
- KeyBank (Denver, CO)
- …as part of a relationship team and works collaboratively to support sales and credit functions of the bank . Core responsibilities include working with ... less than $10 million in credit commitments. This includes sales team support, client due diligence and...approval; collect and upload items to Salesforce, utilizing the bank 's secure document collection portal as appropriate. + Complete… more
- KeyBank (Fort Myers, FL)
- …Myers, Florida 33907 **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and ... activities. + Support the Key Private Bank team in the delivery of the sales ...Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. + Ability… more
- Commonwealth of Pennsylvania (PA)
- …will be a key leader, overseeing day-to-day activities, developing a high-performing team , and implementing strategies to exceed sales targets while maintaining ... compliance with all relevant laws, regulations, and company policies related to alcohol sales . + Collaborate with the broader management team to develop and… more
- KeyBank (Columbus, OH)
- …results + Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank + Effective Sales Approach: Uses structured sales ... develops active Center of Influence (COI) referral network + Assembles cross- functional team to quickly respond to customer requests when not able to address… more