- NBT Bank (Albany, NY)
- …thru to loan closing. + 20% Assists Bank CRA Officer, Residential Mortgage Banking Manager , and Sales Manager in the development, implementation, and ... Responsible for developing and executing business plans tailored to meet and exceed sales goals and objectives. Maintains a network of outside referral sources in… more
- TD Bank (Orlando, FL)
- …in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Evaluates issues, errors and problems based on ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education &...2+ years of related experience working with customers and/or sales in any capacity + Teller experience (Preferred) +… more
- Fifth Third Bank, NA (Orlando, FL)
- …relationship. + Demonstrates proficiency in the utilization of consultative and advice driven sales ; manages execution of client service standards to develop and ... Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. + Champions the Bancorp...guidelines. + Minimum of eight (8) years of successful sales /client service experience in financial services industry.… more
- NBT Bank (Lake Placid, NY)
- …one year experience in related banking positions preferred + Previous customer service , sales and consumer lending experience preferred Skills and Abilities: ... required at the discretion of the Branch and Market Manager . + 45% Provides a consultative customer service...ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and… more
- TD Bank (Edison, NJ)
- …customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, errors and ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education &...+ 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any… more
- First National Bank of Omaha (Omaha, NE)
- …product solutions to customers. + Meet and/or exceed defined monthly and annual sales goals and contribute to our overall divisional goals. + Meet monthly with ... manager to review performance goals and expectations outlined in...loan programs + Regular hours of qualified CRA Community Service Volunteer hours + Maintain and grow a comprehensive… more
- Zions Bancorporation (Houston, TX)
- …maintaining confidentiality of bank records and client information. + Meet with Branch Service Manager /Branch Manager daily to discuss progress in reaching ... within the banking center, with a primary focus on sales and service . + Process all financial...loans, and resolve client services concerns. + Execute the sales discovery process and manager client relationships.… more
- Comerica (Grosse Pointe, MI)
- …Diploma/GED AND 3 years of customer service experience + 1 Year of Customer Service experience + 1 Year of Consumer Sales experience + 1 Year of experience ... services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. Educate… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Virtual Banking model, the RA plays a pivotal role in bridging digital service and sales . This individual partners cross-functionally with Business Development, ... growth-oriented professional who excels in proactive relationship development, consultative sales , and delivering exceptional member experiences across virtual platforms.… more
- Zions Bancorporation (Pearland, TX)
- …confidentiality of client information and bank records. + Meet daily with the Branch Service Manager and Branch Manager to review progress toward individual ... in the branch/banking center, with a strong emphasis on sales and exceptional service . + Accurately and...obtain Federal Registration with the Nationwide Mortgage Licensing System ( NMLS ) in compliance with the SAFE Act. **Work Schedule:**… more