- Regions Bank (Little Rock, AR)
- …be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- M&T Bank (Baltimore, MD)
- …internal and external reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and prospective clients, either in-person ... and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. + Represent GCM and/or lead… more
- BMO Financial Group (Barrington, IL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment ... and training programs; may include delivery of training to audiences. + Performs sales & service support activities as required to meet client needs and maintain… more
- JobNimbus (Orlando, FL)
- …learns JobNimbus but thrives because of it. You'll collaborate closely across teams - Sales , Customer Success, Product, and Partners - to ensure every stage of the ... customer journey drives value and retention , following the Bowtie Model of customer experience. What...teams to adopt and master JobNimbus + Partner with Sales , Customer Success, and Product Teams to ensure seamless… more
- Citigroup (Jersey City, NJ)
- …to lead our Operational Platforms initiatives. As a **Product Development Lead Specialist ** , you will play a pivotal strategic role, deeply immersing yourself ... and innovation, we encourage you to apply! **Job Family Group:** Institutional Sales **Job Family:** Institutional Sales Support **Time Type:** Full time… more
- CDM Smith (Orlando, FL)
- …supporting staff development, and enhancing CDM Smith's market distinction to drive sales growth and client retention . Key Responsibilities * Project Leadership: ... and accessible to project teams. * Business Development: Collaborate with sales and marketing teams to identify growth opportunities, support proposal development,… more
- The Cigna Group (Salem, OR)
- …procedures to routine instructions that require professional knowledge in specialist areas. Provides standard professional advice and creates initial ... operation and administration of provider agreements + Support and retention of offices in our dental networks + Complete...value other perspectives and gain support and buy-in + ** Sales Experience** is a plus + **Bilingual is a… more
- Insight Global (Coppell, TX)
- …and follow up on their resolution until the end. -Cooperating with internal teams ( Sales , Project, R&D, IT) to respond to customer requests and ensure that issues ... feedback and suggestions from clients. -Responsible for customer satisfaction, retention , and reference-ability for all assigned accounts. -Sharing knowledge with… more
- Citigroup (New York, NY)
- …for senior management including business reviews, business efficiency analysis, data informed sales and client engagement and regulatory items + Partner with digital ... and specialist teams to focus on product alignment and identify...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Heritage Financial Credit Union (Middletown, NY)
- …microlearning, blended learning, experiential learning) to drive engagement and retention . + Collaborate with internal and external stakeholders, including vendors ... Universal Associate model. + Build training programs that enhance service, sales , and problem-solving capabilities. + Reinforce process knowledge, product expertise,… more