- Paychex (Cleveland, OH)
- …be a good fit for Paychex's services and calls on those account holders with bank partners. + Partner with other sales divisions on "team selling" approach for ... passion and unleash your potential. Overview Work with assigned bank partners to earn business referrals and sell Paychex... branches to secure referrals. + Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will ... personal and professional growth in areas related to Retail Sales & Mortgage Production. + Collaborators who achieve great...and exceed customer needs. + Strict compliance with the Bank 's "Know Your Customer" and Anti Money Laundering" procedures.… more
- KeyBank (Westlake, OH)
- …Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage ... client needs and supports KPB team members throughout the sales and client experience process. **Essential Functions** + Prepare...Queue as well as encouraging field teams to right channel service work directly to the Task Queue. +… more
- Manulife (Boston, MA)
- … Director, Platform Distribution who will be responsible for internal sales and relationship development, business channel management, and functioning ... plan markets, and/or institutional investors. + Maintain responsibility for business channel knowledge (Broker-Dealer/Platforms, TAMPs, and the Bank Trust … more
- Regions Bank (Dallas, TX)
- …At Regions, the Consumer Banking Executive provides leadership and direction of sales , service, and operational excellence for a district of retail branches and ... Develops and implements short and long range operational and sales goals and ensures goals are met or exceeded...exceeded + Maintains high levels of service quality and associate engagement + Coaches and manages Consumer Banking Managers… more
- Regions Bank (Hoover, AL)
- …digital products and/or capabilities + Manages performance information such as usage, sales , fraud, and other key information to provide forecasts and market ... and performing post release analysis + Prepares and delivers presentations for the bank 's senior leadership + Identifies and manages both existing and emerging risks… more
- Oriental Bank (San Juan, PR)
- …you passionate about customer service? Join our Team, we have several Associate , Retail Channels (Call Center) opportunities to serve our customers while providing ... Minillas (Bayamon) or Oriental Center (San Juan) Puerto Rico. The Associate , Retail Channels (Call Center), provides prompt, courteous, efficient, and best-in-class… more
- JPMorgan Chase (New York, NY)
- …because their goals are our goals. As a Global Planning Content Marketing Senior Associate within the Private Bank , you will work closely with the business, ... The Private Bank 's Global Insights program is designed to deliver...website, social media platforms, and video. + Develop an omni- channel distribution strategy to deliver targeted, personalized content programs… more
- UMB Bank (Kansas City, MO)
- …ascertain and document clients' satisfaction level with UMB's service + Work with sales team to build rapport with prospects to facilitate a streamlined transition ... the clients' situation at all times + Provide a channel for UMBFS team members to go to with...an Employee Assistance Program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- Regions Bank (Chattanooga, TN)
- …etc. + Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting + ... credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications… more
- Truist (Orlando, FL)
- …firm leadership in areas of interest to foster greater connectivity with Truist Bank . 9. Identify and "right channel " opportunities for clients and ... prospects-deliver the comprehensive resources of the bank . 10. Document all client interactions via CRM system. 11. Establish and maintain consistent visibility… more
- Percepta (Melbourne, FL)
- …we bring first-class service across each market we support. As a **Concierge Sales Representative** working onsite in **Melbourne, FL** , you'll be a part of ... of being part of a unique culture. **What You'll Be Doing** The **Concierge Sales Representative** is the Subject Matter Expert (SME) for all pre- sales … more
- Principal Financial Group (Boston, MA)
- …applications specifically for our advising and servicing platform, enabling omni- channel , AI-powered, and deeply integrated servicing experiences for clients and ... + Ensure frontend/backend contract stability, API quality, and traceability in cross- channel journeys. **Who You Are** **We are looking for someone with:**… more
- KeyBank (Brooklyn, OH)
- … Sales Support Associate processes new loan applications received from the Internet channel . The CLC Sales Support Associate will work as the liaison ... + Always deliver exceptional client service while strictly adhering to bank policies, regulatory requirements, and internal procedures. + Achieving individual… more
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