- SAP (Newtown Square, PA)
- …great benefits, and a team that wants you to grow and succeed. Senior Solution Advisor - oCFO **What you'll do:** In Solution Advisory, we listen and get to know a ... technologies. That's where YOU come in As the Solution Advisor (SA), you will be the go-to person for...deep expertise in specific solutions to support the entire sales cycle, from identifying opportunities to post-sale customer support.… more
- Truist (Mclean, VA)
- …equivalent financial services education, training, and work-related experience 2. 5+ years sales / client management relationship with Small Business or Business ... two segments of clients. * The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship...in nature and includes, though not limited to, depository, treasury , lending, and premier solutions. * Small Business Direct… more
- Navy Federal Credit Union (Tampa, FL)
- …Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and investment products and services to achieve ... a customer-facing role in an advisory business lending or sales role, preferable for a larger financial service organization...team environment to achieve goals + Advanced knowledge of Treasury Management , SBA Lending, and Business Insurance… more
- First National Bank of Omaha (Yankton, SD)
- …to include but not limited to, commercial deposit accounts, payment products, treasury services, business planning, and credit accounts. **About This Role:** **1. ... Customer Relationship Management :** Help customers be successful by understanding customer needs...technology and tools consistently for data quality. + Use sales and prospecting tools and processes, effectively. **3. Cross… more
- Citigroup (New York, NY)
- **VP Cash Management Sales Officer - Global Solution Sales (Business & Professional Services and Nonprofit)** **About Citi** Citi, the leading global bank, ... all. **Job Description** This role will be centered around treasury and working capital sales and relationship...and take global, regional, and local accountability for delivering Treasury and Cash Management solutions to their… more
- JPMorgan Chase (Washington, DC)
- …etc.) Required qualifications, skills and capabilities: + 8+ years of experience in treasury management , sales and relationship management experience ... advisor , leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the...plans for select clients + Takes ownership of escalating Treasury Management client issues to the appropriate… more
- Citizens (Conshohocken, PA)
- …by optimizing customer liquidity. This is achieved through sales , portfolio management , and forecasting activities in partnership with Treasury Management ... Commercial Banking Mid-Atlantic region. The role sits within the Treasury Solutions group with the broad objective to drive...prospects and calling plans. + Act as a Trusted Advisor to clients through direct engagement; understand their needs… more
- JPMorgan Chase (New Hyde Park, NY)
- …Capabilities and Skills** + Minimum 7 years' experience in Cash Management / Treasury Services or related business experience + Excellent relationship ... in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers... management and business development/ sales skills + Excellent/strong… more
- Eastern Bank (Manchester, NH)
- …+ Maintains an extensive knowledge of all deposit, lending and treasury management solutions to serve as a "trusted advisor " to our clients. Industry ... Prepares monthly sales tracking/call report for Director of Relationship Management , Specialized Deposits and Corporate Treasury , including documentation of… more
- Fifth Third Bank, NA (Knoxville, TN)
- …statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. ... an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than... Management + Work with One Bank partners ( Treasury Management ., Capital Markets, and Wealth … more