- Banc of California (Beverly Hills, CA)
- …new deposit accounts, treasury services, online banking and other deposit associated products for new relationships introduced to the Bank. Provides accurate, ... approvals. + Where applicable, using familiarity with bank departments, products and services to offer additional product ...research and resolution. + When applicable, quotes rates on products and opens new accounts and inputs… more
- Southern Glazer's Wine and Spirits (Philadelphia, PA)
- …application and execution on the information provided are essential skills + Introduce new products , reinforce established and agreed upon case volume and ... Team or retail customers. This role will provide support to Sales Reps by ordering products and may be required to expedite product delivery on an emergency… more
- Southern Glazer's Wine and Spirits (Union City, CA)
- …application and execution on the information provided are essential skills + Introduce new products , reinforce established and agreed upon case volume and ... Team or retail customers. This role will provide support to Sales Reps by ordering products and may be required to expedite product delivery on an emergency… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be...end, you will need to learn about the various products and platforms (investment, banking and lending) available to… more
- Amrize (Elburn, IL)
- …inquiries (ie. products , sources, pricing, end-use/application assistance),Procurement of Tax exempt certificates + Territory Manager Support: The Inside ... budgets and objectives. He/she will sell to existing customers and develop new customers. He/she will understand customers' product and business requirements… more
- Wolters Kluwer (Coppell, TX)
- …driving profitable sales growth to new accounts. You will report to the Manager , Inside Sales - Tax & Accounting, Small Firms. **YOU WILL:** + Achieve/exceed ... basis. _** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today...Develop and maintain knowledge of complete portfolio of assigned products , and general knowledge of all TAA NA software… more
- ADP (Augusta, GA)
- …a PC Lab environment in an effort to resolve complex database issues. + Assists in new product pilots and roll outs to other departments and clients. + Acts as ... related products . + Assists in developing internal documentation to support new features and procedures for product enhancements. + Performs other related… more
- Banc of California (Santa Monica, CA)
- …and influence as primary point of contact for any client questions especially regarding new accounts or new products ; listens carefully to expressed needs; ... operational duties including Teller and assisting the Branch Operations Manager and Branch Manager . + Provide assistance...initiative to learn and grow; stays current on all new products with ability to answer questions… more
- Citigroup (Miami, FL)
- …appropriate relationship. + Proactively handle client requests for information and identify new product or service possibilities relevant to client's needs. ... and document new business opportunities for referral to banker or product specialist. + Utilize internal systems to properly support CPB clients and perform… more
- TIAA (Boston, MA)
- …provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that affect charitable gift planning and the ... counsel to resolve issues and problems associated with prospective new and existing planned gifts to our client institutions....areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + Works… more