- Citibank (San Francisco, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Citi (San Francisco, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Hispanic Technology Executive Council (San Francisco, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Scotiabank (Houston, TX)
- Assistant Manager, Funding Operations - Mortgage Capital Markets Operations **Requisition ID:** 207176 **Salary Range:** 57,290.00 - 106,420.00 _Please note that ... to drive ambition for every future! **Purpose** As the Funding Operations Assistant Manager for Mortgage Capital Markets Operations, the role contributes… more
- Anywhere Real Estate (Glendale, CA)
- ** Sales Assistant ** 1.Current activities/tasks for ...with agent on other side to lead to new client Key activities that this will enhance more time ... presentations + Farm 2.0 + Equity Comp Site registry 2. Daily Activities for sales assistant + Farming Customer service: + Ordering, proofing and Sending Farms… more
- PennyMac (Tampa, FL)
- …helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. **A Typical Day** The ** Assistant Vice President ... partners + Utilize external/internal levers to quickly resolve issues escalated by the client , sales , or management + Coach associates in conducting effective … more
- Berkshire Bank (East Longmeadow, MA)
- **Position** : Assistant Financial Center Manager **Location** : East Longmeadow, MA **Division:** Retail Banking **Department:** Various - Branch Network **Reports ... to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to… more
- Scotiabank (Houston, TX)
- …team, committed to results, in an inclusive and high-performing culture. **Executive Assistant , Mortgage Capital Management - Houston, TX** **Global Banking and ... Executive Assistant **Requisition ID:** 206264 **Salary Range:** 59,400.00 -...equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy,… more
- Bank of America (Santa Monica, CA)
- Financial Center Assistant Manager - Santa Monica Financial Center Santa Monica, California **Job Description:** At Bank of America, we are guided by a common ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Bank of America (Streamwood, IL)
- Financial Center Assistant Manager Streamwood, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Bank of America (Walled Lake, MI)
- Financial Center Assistant Manager Walled Lake, Michigan **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... for the financial center when teammates are absent. Responsibilities: *Manages client traffic, engaging and appropriately routing clients, and fosters client… more
- Bank of America (Casa Grande, AZ)
- Financial Center Assistant Manager Casa Grande, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... for the financial center when teammates are absent. **Responsibilities:** + Manages client traffic, engaging and appropriately routing clients, and fosters client… more
- UMB Bank (Kansas City, MO)
- …home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals + Creating sales opportunities and growing UMB's customer base ... Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work… more
- Truist (Houston, TX)
- …experience and related training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities markets and brokerage ... leads. Use product and industry knowledge to identify existing client , account, and product attributes that present sales...as Microsoft Office software products. 13. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment… more
- VentureTech Solutions (Plantation, FL)
- … Mortgage , Mortgage Officer, Bilingual, English/Spanish, Spanish Speaking, Mortgage Officer Assistant , Inbound Call Center, Business Development, Account ... a fun culture driven work environment, with a competitive sales floor! We pride ourselves in our office culture...their debt. + Develop a financial plan for the client where necessary by reducing high-interest debt, by reducing… more
- Berkshire Bank (Pittsfield, MA)
- …clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Resolves routine and complex client issues or problems. Lead ... and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and… more
- Berkshire Bank (Great Barrington, MA)
- …Stockbridge Rd **Purpose/Objective** **:** Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by ... **:** + **Customer Service - 50%** + Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and… more
- Citigroup (San Rafael, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Berkshire Bank (Westerly, RI)
- …using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while ... 18 Post Rd **Purpose/Objective** **:** Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
- FirstBank PR (San Juan, PR)
- …situations accordingly. .Perform greeter duties when needed. .Support the Branch Sales Assistant Manager with administrative tasks, as requested. .Assists ... projects and assignments. .Participates in PEBO reviews by supporting the Branch Sales Assistant Manager gathering required information. Also responsible for… more
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