- Insight Global (Mayfield Heights, OH)
- …Bachelor's degree in any field * 5+ years of experience as a business analyst * Strong experience with a CRM o Preference to Salesforce of Microsoft Dynamics ... Job Description Insight Global is looking for a Business Analyst to work for one of our top clients, a fortune 250 company within the Manufacturing industry. The… more
- KeyBank (Akron, OH)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- KeyBank (Akron, OH)
- …and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more