- BMO Financial Group (Hoffman Estates, IL)
- …and prospect pipeline and schedules for events and seminars. + Manages regional retail sales programs / products to maximize client opportunities across BMO. + ... Partners with internal stakeholders to deliver sales activities and results for designated retail ...stakeholder needs. + Recommends program design changes based on client or market segment needs to enhance program effectiveness… more
- JPMorgan Chase (New York, NY)
- …asset classes (credit, rates, equity). You will join sales teams on client calls and meetings, providing specialist industry and product knowledge to ... identify and address balance sheet, capital and liquidity client problems. This client -facing role involves identifying opportunities, marketing the business,… more
- BMO Financial Group (San Diego, CA)
- …market customers, prospects and centers of influence within the market. + Reinforces sales processes and client experiences to identify gaps, issues, and best ... the needs of BMO customers or prospects to provide sales and service in the best interests of the... and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and… more
- DuPont (Parlin, NJ)
- …customer issues/incidents and has flexibility in negotiating resolutions and/or settlements based on client needs. * Engage sales team on customer issues and ... NJ** site is seeking a highly motivated **Customer Service Specialist ** (CSS) to deliver excellent customer service. S/he is...preferred * A minimum 5 years previous customer service experience with emphasis on sales to cash… more
- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Truist (Jupiter, FL)
- …appropriate continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPWA and CPA * 5 or more years of sales and client management experience … more
- Ensono (Raleigh, NC)
- …collaborative meetings, client sessions, and content publishing to mixed audiences. Supporting Client sales opportunities for OpenShift to the US client ... enterprise architecture processes. Provide guidance on solution architecture to meet client and prospective client requests. Maintain and update documentation… more
- Aston Carter (Valley Cottage, NY)
- …trends, and process enhancements. Essential Skills + 4 years or more of B2B sales experience . + Experience with CRM software, particularly Microsoft ... calling. + Strong ability to engage C-level executives and decision-makers. + Experience in managing multiple prospects through various sales stages. Additional… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- M&T Bank (Bronx, NY)
- … Required:** Bachelor's degree, OR in lieu of degree, Four (4) years' relevant experience . Minimum three years sales experience Minimum two years' managerial ... success of the branch operating model, including customer and employee experience , digital engagement, transactions/operations, servicing, and sales . Has… more