- Citigroup (New York, NY)
- …market dynamics. + Collaborate with internal teams (operations, legal, compliance, finance, sales , marketing) to ensure seamless service delivery and execution ... and services within the assigned client portfolio. + Collaborate with the sales team on new business pitches and proposals, providing market insights, client… more
- First Horizon Bank (Nashville, TN)
- …and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales while supporting the ... regular calls to clients and prospects to offer tailored financial solutions + Sales Leadership: Support a...individual knowledge to better serve clients by attending relevant sales , service , and product knowledge meetings, training… more
- First Horizon Bank (Hillsborough, NC)
- …and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales while supporting the ... regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a...individual knowledge to better serve clients by attending relevant sales , service , and product knowledge meetings, training… more
- First Horizon Bank (Marietta, GA)
- …and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales while supporting the ... regular calls to clients and prospects to offer tailored financial solutions. * Sales Leadership: Support a...individual knowledge to better serve clients by attending relevant sales , service , and product knowledge meetings, training… more
- Main Street Bank (Marlborough, MA)
- …for new mortgage lending opportunities. Additionally, this position embraces the established sales and service culture to maximize their contribution to the ... external customers. ESSENTIAL DUTIES and RESPONSIBILITIES: The requirements listed are representative of the knowledge, skill, and/or ability required. In the… more
- Truist (Lancaster, PA)
- …performance of a geographically-assigned large Retail Community team that delivers on key sales productivity and client service via the area and branch network. ... focus on key productivity and growth drivers which result in superior sales , service and operations. Establishes consistent and purposeful communication,… more
- Truist (Norcross, GA)
- …market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and… more
- Martin's Famous Pastry Shoppe, Inc. (Crofton, MD)
- …efforts to increase sales , and goes the extra mile to provide service to excellent customers. As the front line of Martin's, improves communication channels, ... and prepares approved sales promotional displays. + Listens to and resolves service complaints in a timely manner and provides alternative solutions as needed. +… more
- Truist (Atlanta, GA)
- …sales techniques and product knowledge to better serve clients by attending sales , service and product knowledge meetings, applicable training classes and ... a distinctive client experience anchored in care, expertise, and financial solutions delivery to Truist Teammates, Retirees, and Community...diploma or equivalent education 2. 4 years of client sales and service experience 3. Experience with… more
- KeyBank (Salt Lake City, UT)
- …per year/client) * Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. * Engages and/or ... upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the...of the importance of asset quality and exceptional customer service . * Sales or customer service… more