- Truist (Richmond, VA)
- …the needs of Small Business clients that are domiciled in the Retail Community Bank . This involves both a reactive and proactive team approach, working directly with ... a complete financial review. 4. Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community … more
- Nuveen Investments (MI)
- The Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific ... consistently to relevant firms. This job also partners with the organization's Sales team to further efforts to sell and market the Alternatives Investments… more
- CIBC (Chicago, IL)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... the Client Solutions Specialist, you will be accountable to perform after sales service support to Business Banking customers, both internal and external,… more
- M&T Bank (Bear, DE)
- …Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant ) designation M&T Bank is committed to fair, competitive, ... recommendations for customized financial solutions to current and potential Bank customers and their portfolios, offer an array of...deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and… more
- Cognizant (Austin, TX)
- …and transformation. The individual will be closely working with our onsite sales / delivery teams, and participate in solution discussions, and workshops. **Role:** ... Payments to improve payment processing efficiency. + Facilitate in Bank communication, Lock box and Electronic Bank ...in Bank communication, Lock box and Electronic Bank statement with search strings + Utilize New GL… more
- TEKsystems (Fort Worth, TX)
- …a plan and review a plan, how do we communicate, investment management team, sales , manage, client facing calls, need them to be resourceful and self-starters Skills ... CFP Certification, Sales experience, Client Facing Experience, Financial Services, MoneyGuide Pro,...Off* Tuition Reimbursement program* Hybrid work environment* First Command Bank Mortgage Discount Program* Free Financial Planning* Free onsite-… more
- City National Bank (Irvine, CA)
- …client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing ... prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business… more
- City National Bank (New York, NY)
- …client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing ... and institutional segment consistent with the objectives of the bank . * Actively works with customers and develops prospects...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business… more
- City National Bank (Los Angeles, CA)
- …* Acts as a consultant to clients and a resource to the Bank in developing and retaining business. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: ... profitable relationships with prospects and clients consistent with the objectives of the Bank . Pro-actively works to ensure the credit quality standards of the … more
- TD Bank (Mount Laurel, NJ)
- …+ SFMC Administrator Certification + SFMC Email Specialist Certification + SF Data Cloud Consultant Certification + SF Sales Cloud Consultant Certification + ... this role. **Line of Business:** Marketing **Job Description:** As part of TD Bank 's US Marketing Department, we are seeking a Marketing Lead with extensive… more