- Truist (Miami, FL)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- Citigroup (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer,… more
- Citigroup (New York, NY)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's… more