- Sacramento Credit Union (Folsom, CA)
- …with coaching branch staff to meet or exceed all sales and service objectives. This position requires knowledge of credit union/bank operations, regulations ... + * Proficiently performs all duties of a Financial Service Specialist I, II and III with...developing and motivating FSSs by demonstrating ability to cross-sell credit union products and services . + *Assists… more
- Citigroup (New York, NY)
- …client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating ... payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.)...the bank floor to proactively identify and address client sales and service needs; appropriately convert … more
- TD Bank (Cherry Hill, NJ)
- …Small Business Banker I ensures equal access to banking products and services across all communities including businesses in low-to-moderate income areas and ... Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager) based on the results of the...with them as necessary to deepen relationship, manage customer service issues, and identify product needs + Actively generates… more
- BMO Financial Group (Greenwood Village, CO)
- …facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is ... Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies...referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship… more
- Atria Wealth Solutions (Raleigh, NC)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and ... investment services to its member base in the Raleigh, NC...Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you… more
- BMO Financial Group (Miami, FL)
- …clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + Structures deals, secures credit approvals, ... Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management +… more
- S&P Global (New York, NY)
- …S&P Dow Jones Indices' resources in Product Management, Marketing, Channel, and Sales Specialist team to address client problems and opportunities. Specifically ... collaboration across all S&P Dow Jones Indices products and services and across global teams. As a key member...data redistribution use-cases and bring in our legal and sales specialist experience to collaborate and close… more
- Matanuska Telephone Association (Palmer, AK)
- …Billing by providing Service Order Quality Assurance. Works with customers on non- sales activities such as records only service orders, billing audits ... device equipment, and contact information at the customer request. 13. Types correction service orders to add unbilled or missing services identified during… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research ... and advisory services to clients around the world. #bmocapitalmarkets We are...Rate Derivatives Trading team. Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail… more
- Columbia Bank (San Luis Obispo, CA)
- …complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities ... the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially...at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other… more