- Truist (Eldersburg, MD)
- …relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. ... service for a broad range of fee income and retail banking products and services appropriate to mass affluent...new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited… more
- M&T Bank (Annapolis, MD)
- …investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, ... Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and...deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and… more