- PNC (Boca Raton, FL)
- …branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to ... **Preferred Skills** Anti-Money Laundering (AML), Customer Loyalty, Customer Solutions, Financial Modeling, Identifying Sales Opportunities, Leveraging Technology,… more
- KeyBank (West Haverstraw, NY)
- …to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). ... with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. **Primary Responsibilities:** + Play… more
- M&T Bank (Bridgeport, CT)
- …processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. **Primary Responsibilities:** ... log all customer complaints in the appropriate system. Transition identified sales opportunity and provide introduction to appropriate banking partner. Complete… more
- TD Bank (North Miami, FL)
- …liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking ... growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** +… more
- Citigroup (Uniondale, NY)
- …Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered ... with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience +… more
- CenterWell (West Palm Beach, FL)
- …insurance with at least 100,000/300,000/100,000 limits **Preferred Qualifications** + Bilingual English/ Creole **Scheduled Weekly Hours** 40 **Pay Range** ... of our caring community and help us put health first** The Field Sales Professional will generate new patient enrollments through engagement with community partners,… more
- PNC (Bluffton, IN)
- …organization, you will be based in Bluffton, Indiana at the Bluffton Branch. Bilingual Spanish or Haitian Creole Preferred. **Job Description** + Delivers a ... unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer… more
- PNC (Logansport, IN)
- …organization, you will be based in Logansport, Indiana at the Logansport Branch. Bilingual Spanish or Haitian Creole Preferred. **Job Description** + Coaches, ... by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a… more
- Elevance Health (NY)
- …preferred + Bilingual candidates strongly preferred - Spanish, Chinese, Korean, Creole , French, Polish + Sales experience preferred + Prior experience in ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more