- Huntington National Bank (Fort Worth, TX)
- …sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. Educating and referring customers to other areas ... of the bank to deepen relationships and build strong internal partnerships....of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business… more
- Citigroup (Merrick, NY)
- … needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning... Planning Services **Time Type:** Full time **Primary Location:** Merrick New York United States **Primary Location Full Time… more