• Small Business Banking Direct- Team…

    Truist (Mclean, VA)
    …and call monitoring. 3. Manage and drive sales performance of Small Business Banking Consultant staff, ensuring achievement of goals, including ... financial management solutions for business owners. In-depth knowledge of business banking sales process and cycle. In-depth knowledge of business more
    Truist (01/25/24)
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  • Commercial Payment Sales Consultant

    M&T Bank (Rockville, MD)
    sales process from referral through implementation. + Call on prospective business clients to develop new treasury management sales opportunities through a ... departmental goals. + Participate in the development of strategic business plans and sales campaigns for target...Experience Required:** Bachelor's degree and 5 years Commercial Payment Sales experience or comparable banking experience, OR… more
    M&T Bank (03/14/24)
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  • Senior Solutions Consultant - FSI

    Pegasystems (Washington, DC)
    Senior Solutions Consultant - FSI Job Category: Pre- Sales Consulting Location: US - Connecticut - Remote | US - DC - Remote | US - Delaware - Remote | US - ... Are you ready to be an integral part of a dynamic FSI ( banking /financial services/insurance) pre- sales Solutions Consulting team dedicated to our most strategic… more
    Pegasystems (02/29/24)
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  • Financial Wellness Consultant

    PNC (Mclean, VA)
    …Handles relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales ... reporting and sales tools to proactively identify and successfully convert sales opportunities. + As defined with the business , demonstrates ability to… more
    PNC (03/12/24)
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  • Financial Advisor

    Atria Wealth Solutions (Brandywine, MD)
    …and procedures and guidelines + Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, ... relationships as experience is gained. + Execute customer and broker purchase / sales orders of securities for current/new clients + Focus consulting for products… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Navy Federal Credit Union (Brandywine, MD)
    …and procedures and guidelines + Establish, maintain, and develop basic business relationships with members and internal/external sources in assigned territory, ... relationships as experience is gained. + Execute customer and broker purchase / sales orders of securities for current/new clients + Focus consulting for products… more
    Navy Federal Credit Union (03/09/24)
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