- Newtown Savings Bank (Newtown, CT)
- …new sales opportunities. Refer customers to the appropriate sales representative, Commercial Lending , Mortgage and Newtown Investment Solutions as appropriate. + ... excellent customer service. Create welcoming customer friendly environment. + Proactively offer solutions and be willing to solicit new business from customers and… more
- Truist (Tampa, FL)
- …fast-paced environment with multiple priorities 8. Strong understanding of banking, lending , commercial and wealth management solutions 9. Excellent ... Support Integrated Relationship Management activities through strong understanding of offerings, solutions , and referral pathways. 5. Triage and delegate client and… more
- Citigroup (Gaithersburg, MD)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial … more
- Citigroup (New York, NY)
- …profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- Fifth Third Bank, NA (Vestavia Hills, AL)
- …and education program. This includes rotations in Operations, Sales & Service, Lending , Small Business, Preferred and Sales & Operations Management. The ... the current or prospective customers and recommend the appropriate solutions to meet those needs. * Grow and deepen...leadership role managing a team in a sales environment preferred . * Experience in a financial industry and managing… more
- PNC (Dallas, TX)
- …to the company's success. As a Senior Quality Assurance Specialist within PNC's Lending Technology Credit Card Processing Rewards organization, you will be based ... and project managers to define comprehensive test strategies for end-to-end solutions . -Manual & Automated Testing -Perform functional, regression, system, and… more
- Carrington (Anaheim, CA)
- …Pipeline management. Monitor the pipeline, identify bottlenecks, and develop and implement solutions to expedite the pipeline. Serve as a subject matter expert in ... + Ability to understand complex problems and to collaborate and explore alternative solutions . + Ability to make decisions that have moderate impact on the… more
- North Shore Bank (Merrimac, MA)
- …sales experience in a goal-oriented, customer contact environment. Financial institution branch, lending , customer service/and sales is strongly preferred . + Two ... the unmet needs of existing and potential customers and recommend appropriate solutions ; + Open new accounts, including compiling and preparing new account paperwork… more
- UMB Bank (Clayton, NM)
- …product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking ... products and services, the sales process, and offering financial solutions . You can also expect to work closely with...prospecting and cross-selling home equity loans and lines of credit , unsecured personal loans, auto loans and mortgage referrals… more
- TD Bank (Mount Laurel, NJ)
- …handle confidential information with discretion ** Preferred Qualifications:** + Commercial Lending + Commercial Credit Underwriting / Risk Management + ... P&L impact + Ensures effective ways to deliver complete solutions to identify market problems and ensures gaps are...to illustrate the vision for the product. Plans product solutions thatmeets our clients needs. . + Ensures the… more