- Bank of America (Jacksonville, FL)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (San Diego, CA)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (Atlanta, GA)
- …client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a ... seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification of… more
- Bank of America (Houston, TX)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Citizens (Westwood, MA)
- …investing, helping them with short- and long-term financial goals. The Relationship Manager in the Virtual Channel is focused on understanding their customer's needs ... to meet them. In developing these solutions the Relationship Manager will use many resources and a comprehensive set...building process. The RM will operate in an exciting sales culture with proven routines to help understand and… more
- BMO Financial Group (AZ)
- …investment recommendations based off client suitability, time frame, and goals + Provides wealth and investment-related sales and service to BMO customers or ... the continued growth of the portfolio + Meet monthly sales goal + Outside Asset Gathering (ie, prospecting from...prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the… more
- TD Bank (New York, NY)
- …Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S. Retail** including ... TD Bank, America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade + **Wholesale Banking** including TD Securities TD… more
- Amgen (Rochester, NY)
- …marketing strategy and promoting Amgen products as led by the District Manager . Our Senior Specialty Representatives achieve territory sales by utilizing ... the products to medical professionals + Perform as a sales leader to achieve territory sales by...as well as develop territory plans with the District Manager + Have passion for our products and sustain… more
- Stanley Black and Decker (Salem, OR)
- …to achieve optimum product performance. + Coordinate with Territory Account Manager (s) to effectively manage your territory, develop target opportunities and agree ... distributor welding equipment. + Motivate distributors and keep distributor sales personnel focused on technical services as important value-added service… more
- House of Blues (Boston, MA)
- …seller cash drawers + Assist Manager on reconciliation & accounting of all ticket sales for each ticketed event and daily Box Office Sales . + Assist ... team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture...department + Facilitate open communication with the Box Office Manager , staff and all other venue departments + Exhibit… more