• Citizens Bank (Mount Laurel, NJ)
    …and sales goals through active coaching and managing to the Business Banking defined DRIVE sales process and sales management process (including ... Provide coaching and managing to the team around DRIVE sales activities and expectations Lead, develop and motivate the...PC skills, both in Word and Excel, or similar software Strong knowledge of banking deposit/credit products… more
    Upward (07/08/25)
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  • M&T Bank (New York, NY)
    …approximately 30 to 65 relationship managed clients. Actively participate in all business banking and retail sales sprints. Achieve call targets and other ... plus years experience. Knowledge of personal computers and the software utilized by the department Ability to read and...Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales more
    Upward (07/02/25)
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  • Atomic FI inc (New York, NY)
    …following general characteristics: Bachelor's Degree or equivalent experience. 5 years+ of Software Sales experience in the Financial Services or Fintech ... manage their money. Job description and responsibilities We are seeking a motivated, results-driven Sales Director to join our team in New York City. The fintech and… more
    Upward (07/26/25)
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  • AAA Auto Club Group (Charlotte, NC)
    …experience in a fast-paced computer automated business environment (ie, financial/ banking ) Successful candidates will possess: *Strong sales skills ... Travel/Car Care/Life *Lead generation of 14+ million members *Annual Sales Incentive Trip A DAY IN THE LIFE of...including, but not limited to, CRM and Microsoft Office software applications. *Excellent listening skills and ability to understand… more
    Upward (07/21/25)
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  • KeyBank (Cleveland, OH)
    Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 Job Summary The Merchant Sales Advisor serve as integral member of the Key Merchant Services sales teams ... in assigned districts and/or segment, within Consumer Business Banking . With a focus on growing client relationships with...relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted… more
    Upward (07/10/25)
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  • Finastra (Atlanta, GA)
    …tasks effectively. Experience conducting QBRs and virtual meetings. Proficiency in CRM software and other digital sales tools. Analytical mindset with the ... At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications… more
    Upward (06/30/25)
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  • SECURITY BANK OF KANSAS CITY (Kansas City, KS)
    …10TH STREET Lvl2 - Kansas City, KS Position Type Full Time Job Category Banking Description If you are someone wanting to make a difference in the communities ... and challenging growth opportunities, generous paid time off and discounted banking services. Job Description: A Teller is responsible for delivering excellent… more
    Upward (07/25/25)
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  • Synovus (New Port Richey, FL)
    … and other line-of-business segments to strategize and develop comprehensive banking relationships. Uses sales management tools to proactively identify, ... service experience with Bachelor's degree in finance/business related field; or five years banking , outside sales or sales management experience in a… more
    Upward (07/26/25)
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  • Fifth Third Bank (Huntsville, AL)
    Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential… more
    Upward (07/18/25)
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  • Global Financial Impact (Frisco, TX)
    …in the company. - Leadership/Managerial - Public Speaking - Customer Service - Sales - Banking - Accounting/ Software - Entrepreneur Opportunity Description ... - Develop Financial Need Analysis (FNA) for Clients - Place families, individuals, and business owners in a financial position of advantage for some of the following: 1. Protect Assets/Funds 2. Build and Leave a Legacy 3. Index Strategies 4. Debt Management… more
    Upward (06/27/25)
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  • M&T Bank (Owings Mills, MD)
    …and setting priority. Builds and develops branch staff. Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools ... customer and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets with business… more
    Upward (07/17/25)
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  • FNB Corporation (Mooresville, NC)
    …MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer ... Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for… more
    Upward (07/26/25)
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  • Synovus (Boca Raton, FL)
    …High school diploma or equivalent Minimum experience: 1+ years of experience in the banking industry including cash handling, sales and customer service; OR 6 ... for retail branch customers executing activities required to meet sales and service needs of customers and branch goals...and directs them to the appropriate service areas or banking representatives. Executes a variety of customer transactions in… more
    Upward (07/21/25)
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  • WesBanco Bank, Inc. (Bowling Green, OH)
    …365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, ... Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's… more
    Upward (07/15/25)
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  • FNB Corporation (Bethesda, MD)
    …MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer ... Overview: This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible… more
    Upward (07/12/25)
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  • Fifth Third Bank (Skokie, IL)
    Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... of highly credentialed specialists to provide wealth planning, investments, private banking , risk management, and trust services. Ensures delivery and execution of… more
    Upward (07/20/25)
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  • Old Second National Bank (Palos Heights, IL)
    sales processes including profiling, building strong customer relationships, utilizing sales and customer service software , and participating in sales ... Requirements High school diploma (or equivalent) and one year of related experience ( banking , cash handling, customer service and/or sales , office, etc.); or… more
    Upward (07/13/25)
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  • Northwest Bank (Warsaw, IN)
    …identifying referral opportunities and contributing to the overall office's overall sales performance goals Assist customers and visitors with questions, problem ... programs and applications Have general knowledge of all office systems and software , perform maintenance and possess an in-depth knowledge of bank products,… more
    Upward (07/27/25)
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  • Teachers Federal Credit Union (Central Islip, NY)
    Banking products, cross-selling, member onboarding, new account openings, retail banking , banking software Notary public preferred Job Responsibilities: ... assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales , service and… more
    Upward (06/27/25)
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  • Technology Credit Union (Cupertino, CA)
    …of financial products and services in a retail branch setting, including banking transactions, product sales , handling negotiables and offering excellent ... minimal supervision. Responsibilities Essential Duties Performs a wide variety of banking transactions with minimal supervision. May participate in offsite business… more
    Upward (07/01/25)
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