. Maintain confidentiality of customer information as well as Bank proprietary information. Sales & Service Identify sales... bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency...
, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate... and inquiries Assist and clear OFAC / Duplicate Wire Requests with Wire Department Grow our business through Soft-sales...
SouthState a great place to bank, and a great place to work. SUMMARY/OBJECTIVES Functions as the sales team leader...As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses...
ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer.... Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up...
to increase the Bank’s loan and deposit portfolio Manages full-service banking relationships with businesses, professional... and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies...
ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial... through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing...
PORTFOLIO MANAGER WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop... from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through.... Bank of America is committed to an in-office culture with specific requirements for office-based attendance...
as well as pertinent bank policies and external regulations Practical working knowledge of sales principles Detailed... the bank’s visibility and new business opportunities, and to further personal development. Level II additional...
as well as pertinent bank policies and external regulations Practical working knowledge of sales principles Detailed... the bank’s visibility and new business opportunities, and to further personal development. Level II additional...
for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through.... Bank of America is committed to an in-office culture with specific requirements for office-based attendance...
customers’ needs, to provide financial advice and offer bank products that will meet customers’ financial goals. Collaborate... with partnerships within the bank: Treasury Management Services, Mortgage, Credit Card, and Wealth Management; to help customers...
Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal... Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional...
Relationship Manager and/or commercial lending sales. Some experience in commercial credit may substitute for production...
eligible. Requirements Bachelor's degree and nine (9) years of experience in banking or sales Preferences Prior...
years of financial planning and/or proven sales experience in a Wealth Management firm. The associate must be able... in the private practice of law or professional accounting; or Five years of financial planning and/or proven sales...
purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition... Proficiency in Microsoft Office (Word, Excel, PowerPoint) Strong presentation and sales skills Advanced analytical and problem...
. Experience in retail sales preferred. Experience to perform the essential duties, responsibilities and working in the conditions... transportation to/from bank and corporate management meetings. Ability to communicate (orally and in writing) in English. Perform...
merchandising, protection of store assets, and improves store sales and profitability. Leads and manages store team members... of the store cash management including but not limited to register counts, withdraws from bank, armored car pickups, safe...
, technical ability, and previous exposure to sales. Major Responsibilities: MUST be familiar with reading and understanding..., procedures, and process flow Support and work in conjunction with National team of District and Regional Sales Managers...