• 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 (04/25/24)
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  • Financial Wellness Consultant

    PNC (Washington, DC)
    …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 (04/11/24)
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  • Retail Pre- Sales Engineer - Georgia,…

    NCR VOYIX (Annapolis, MD)
    …strategy and solution planning which best suit the customer's needs based on their business objectives and technical requirements. The Sales Engineer acts as the ... opportunities, focused on the technical execution of the opportunity pursuit. The Sales Engineer will develop business opportunities, build customer solution… more
    NCR VOYIX (04/26/24)
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  • Affluent Market Financial Advisor (draw salary…

    M&T Bank (Washington, DC)
    …and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, Community ... insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals....This position spends most of the time growing the business through proactive sales activities driven first… more
    M&T Bank (04/24/24)
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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 (04/03/24)
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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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