- First Horizon Bank (Birmingham, AL)
- …banking partners **Important Knowledge and Skills:** + Salesforce.com - Salesforce CRM ( Sales / Service Clouds, Marketing Cloud) - certified Admin and/or Product ... with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its… more
- Huntington National Bank (Park Ridge, IL)
- …and prospective customers. + Responsible for partnering with every line of business ( Mortgage , Business Banking, Private Bank , etc.) to provide clients ... appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great...School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citigroup (San Francisco, CA)
- …the referral volumes between internal CPWM FAs and partners such as retail bank , mortgage , Citigold RMs, Cards and segmentation placing between Citipriority and ... This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage , Retail Bank , Commercial Bank ,...sales , hiring, risk management, and productivity within the sales organization and the overall bank franchise.… more
- Scotiabank (Houston, TX)
- …inclusive and high-performing culture. **Account Administration and Billing Senior Analyst - Mortgage Capital Markets Operations - Houston, TX** We are committed to ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
- Banc of California (Los Angeles, CA)
- …product revenue goals. In a client centric way, seeks opportunities to improve the Bank 's NII through product sales and cross sell of fee-based products. Manage ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...organized calling plan with prospects and clients to meet sales and growth goals, as well as ensure client… more
- Citigroup (Brooklyn, NY)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...years of experience + Experience in a proactive, successful sales and service role in the financial services industry… more
- PNC (Chicago, IL)
- …You will be responsible for leading the distribution strategy for the bank 's Escrow, Paying Agent, and Shareholder Representative services. You will define the ... sales strategy, drive revenue growth, and lead business development...complex transactions like mergers and acquisitions (M&A), corporate restructuring, private equity, capital markets transactions, employee compensation, and litigation.… more
- Truist (Seattle, WA)
- …4. Plan, organize, and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions. 5. Coordinate selling ... clients, prepare presentations, follow up on client contacts, and close sales . CTES provides broad transactional expertise to help Commercial, Municipal and… more
- KeyBank (Los Angeles, CA)
- …development. + Serves as a liaison between the CDLI team and various areas of the bank to resolve sales problems or answer questions. + Provides support for ... various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects,… more