- KeyBank (Hartford, CT)
- …of client advice + If appropriate, may function as the lead contact on a client relationship while engaging a Relationship Manager to ensure that a complete ... accountants, etc.) to deliver advice **Growth of Book of Business ** + Works closely with the Relationship ...effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients,… more
- KeyBank (Portland, ME)
- …(tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical ... to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of… more
- Marriott (Redmond, WA)
- …hotels by proactively soliciting all business segments; to include new business from small business accounts, sourcing new accounts, identifying ... internal mining efforts to assigned hotels * Solicits new business from non-deployed small business ...systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value… more
- Marriott (San Antonio, TX)
- …hotels by proactively soliciting all business segments; to include new business from small business accounts, sourcing new accounts, identifying ... internal mining efforts to assigned hotels * Solicits new business from non-deployed small business ...systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value… more
- Marriott (Los Angeles, CA)
- …hotels by proactively soliciting all business segments; to include new business from small business accounts, sourcing new accounts, identifying ... internal mining efforts to assigned hotels * Solicits new business from non-deployed small business ...systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value… more
- Columbia Bank (South Jordan, UT)
- …than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale ... into customer financial needs, including opportunities identified using Line of Business -approved relationship expansion tools. May also offer opinions related… more
- Columbia Bank (San Luis Obispo, CA)
- …than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale ... into customer financial needs, including opportunities identified using Line of Business -approved relationship expansion tools. May also offer opinions related… more
- Bank of America (Baldwin Park, CA)
- … (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America ... to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and...Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline… more
- Bank of America (San Antonio, TX)
- … (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America ... to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline… more
- City of New York (New York, NY)
- Job Description Agency Description: The Department of Small Business Services (SBS) helps unlock economic potential and create economic security for all New ... The Business Programs team has a portfolio of programs that help small business owners to launch and grow through several long-term, one-on-one, educational,… more