- Berkshire Bank (Leominster, MA)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual ... and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Resolves routine and complex client issues… more
- Bank of America (Frisco, TX)
- …are informed by our Chief Investment Office around portfolio construction, investment/ manager selection, asset allocation, and best practices for integrating our ... by our Chief Investment Office that revolves around portfolio construction, investment/ manager selection, asset allocation and best practices for creating a… more
- Hills Bank (Cedar Rapids, IA)
- …checking and credit account transactions, as well as customer services such as sales of money orders. The teller has primary responsibility for providing a high ... As needed, purchase working money supply from Assistant Branch Manager /Branch Manager + Count and verify currency....and verify currency. Relationship Management: + Support the overall sales effort. Direct sales goals may be… more
- University of Iowa Community Credit Union (Addison, IL)
- …demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in ... + Supports a diverse and inclusive work environment. + Sales - Ask questions, listen to your members' needs...and service or referring them to the specialized department ( Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be… more
- Lincoln Financial (Radnor, PA)
- …Within CIS, the AVP, Retail Investment Specialist works closely with Alternative Investment Sales Specialists to support sales efforts and growth goals in ... aimed at driving awareness and adoption of Lincoln's alternatives solutions among wealth management advisors. This role will be highly visible, and the right… more
- Brunswick (Venice, FL)
- …and a distinct ability to deliver.** Essential Functions: + **Local Marketing & Sales Support:** Serve as the (SME) for local marketing activations in assigned ... regions, providing guidance to the sales team. Research and develop localized campaigns, from partnering...Develop a strong working partnership with the regional General Manager , in addition to your direct Marketing Manager… more
- S&P Global (NJ)
- …communication and listening skills. Partner with leaders, peers, product associates, sales , and relationship managers on projects aimed at enhancing client service ... of addressing issues and engaging with joint clients. **The Role:** Product Manager **The Team:** The global, cross-functional team enhances and maintains our newly… more
- US Bank (Minneapolis, MN)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, ... to drive business development, client retention and engagement in PWM sales and relationship management strategies. Investment Partner has a shared responsibility… more
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. We are seeking a self-motivated Relationship Manager to join Broadridge LTX sales team to help expand our business ... seek input and share knowledge to ensure a cohesive sales and product development strategy. + Develop and maintain...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Arrow Financial Corporation (Troy, NY)
- …> Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management ... explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer… more