• Head Universal Banker (Full Time)- Placentia…

    Citigroup (Placentia, CA)
    …in the branch, providing support in complex transactions and ensuring an exceptional client experience . + Champion risk and control by monitoring day-to-day ... on the bank floor to proactively identify and address client sales and service needs; appropriately convert...orientation and desire to help customers is required + Sales experience desired + Excellent verbal and… more
    Citigroup (09/12/25)
    - Related Jobs
  • Lead Portfolio Analyst, Fixed Income, Global…

    T. Rowe Price (Baltimore, MD)
    …Research conducted by the Lead PA will often provide direct support for marketing, sales , and client service efforts. + Create custom analysis either to ... cycle (obtain consultant ratings, prospecting, sales meeting preparation, real-time sales , finals, and client service meeting follow-up, client more
    T. Rowe Price (08/21/25)
    - Related Jobs
  • Head Universal Banker- El Cajon Branch

    Citigroup (El Cajon, CA)
    …and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into ... opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales...orientation and desire to help customers is required + Sales experience desired + Excellent verbal and… more
    Citigroup (07/04/25)
    - Related Jobs
  • RMS Implementation, Enterprise Services, Financial…

    Bloomberg (New York, NY)
    RMS Implementation, Enterprise Services, Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045747 **Description & ... of the financial community. And, to ensure the best experience for our employees across 176 offices globally, we...Specialist plays a vital role in ensuring successful client engagements by combining deep product expertise with buy-side… more
    Bloomberg (08/27/25)
    - Related Jobs
  • Process Manager Sr

    Adecco US, Inc. (Plano, TX)
    …to clients. The SBB Onboarding Specialist will work closely with the client , Treasury Management Sales Officers, Client Service Teams, and business ... partners to drive revenue generation by improving client experience and increasing client ... client retention rate through effective management of client implementations. The SBB Onboarding Specialist is… more
    Adecco US, Inc. (08/26/25)
    - Related Jobs
  • Part Time (20 hour) Universal Banker Colton Branch

    Citigroup (Colton, CA)
    …and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into ... opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales...orientation and desire to help customers is required + Sales experience desired + Excellent verbal and… more
    Citigroup (09/13/25)
    - Related Jobs
  • Account Manager - Enterprise - |

    Optiv (Houston, TX)
    …associated requirements and client satisfaction. **What we're looking for** + Experience in product or services-based sales typically gained over 2-3 years, ... Members of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate… more
    Optiv (08/22/25)
    - Related Jobs
  • Bilingual Customer Service Sr Analyst

    Citigroup (Miami, FL)
    …budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, ... + Knowledge of banking, fiduciary, credit and investments required. + Excellent client facing service experience and problem resolution skills required. +… more
    Citigroup (07/18/25)
    - Related Jobs
  • Consumer Investments - Financial Services…

    Bank of America (Fort Worth, TX)
    …Services Representative I, you can look forward to:** *Providing a world class client experience through point of call account servicing and resolution *Working ... find proper solutions to meet those needs by referring sales opportunities to specialist and sales...and Client Focus *Oral Communications *Account Management * Client Experience Branding *Decision Making *Emotional Intelligence… more
    Bank of America (09/10/25)
    - Related Jobs
  • Consumer Investments - Financial Services…

    Bank of America (Hunt Valley, MD)
    …Services Representative I, you can look forward to:** *Providing a world class client experience through point of call account servicing and resolution *Working ... find proper solutions to meet those needs by referring sales opportunities to specialist and sales...and Client Focus *Oral Communications *Account Management * Client Experience Branding *Decision Making *Emotional Intelligence… more
    Bank of America (09/07/25)
    - Related Jobs