- Paychex (Manhattan, NY)
- …leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Collaborate with key referral sources, including ... education, consultation and to secure referrals to end user sales . + Schedule and conduct meetings with existing and...email campaigns, and corporate marketing programs, as directed by Sales Management. + Leverage the Go-to-Market Sales … more
- Wells Fargo (Clifton, NJ)
- …is seeking a **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch ... job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a...Europe, Middle East & Africa only:** + Experience in sales , or equivalent demonstrated through one or a combination… more
- City National Bank (New York, NY)
- **TECHNICAL SALES CONSULTANT - LIQUIDITY/FX TREASURY MANAGEMENT** **WHAT IS THE OPPORTUNITY?** This position focuses on supporting the sale and implementation of ... US Dollar and foreign currency deposit solutions, emphasizing City National Bank 's specialized treasury management offerings. The role requires an in-depth… more
- US Bank (Hackensack, NJ)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- …borrowers with any inquiries, including support for self-service options. Additionally, the Consultant will actively promote and cross-sell the bank 's home loan ... About Blue Foundry Bank This is the Bank Where...bonus; and educational reimbursement. Position Summary The Home Loan Consultant is responsible for driving portfolio growth by originating… more
- PNC (New York, NY)
- …digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet… more
- Wells Fargo (New York, NY)
- …customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop and ... while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans… more
- Banco Popular Puerto Rico (New York, NY)
- …Location: New York, NY, US, 10017 Company: Popular Workplace Type: On-site Financial Consultant Popular Insurance Sales - NY Metro We are currently searching ... for a Financial Consultant with strong investment sales experience to...and uncovering their needs and educating them about the bank and investment program products and services that are… more
- Deloitte (Jersey City, NJ)
- …for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth and ... through advisory services, solution design and delivery. SAP Treasury Senior Consultant : The position provides excellent opportunity for: + Define, plan and… more
- JPMorgan Chase (Brooklyn, NY)
- …dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will ... team committed to delivering excellence. As a Cash Management Consultant Senior in Business Banking, you will play a...while working within the risk parameters that protect the bank + Leverage's knowledge of diverse types of businesses,… more
- Randstad US (Edison, NJ)
- data and tax operations consultant contract hybrid. + edison , new jersey + posted october 16, 2024 **job details** summary + $25 - $30 per hour + contract + ... a consulting opportunity for a Data and Tax Operational Consultant to help support a tax department for a...tax cost (Lot) information (eg, term of basis, wash sales , covered indicator). ? Identify processes that can benefit… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …As a **Client Relationship Consultant ** , you will partner closely with our Sales team and Broker partners to: + Deliver upon a strategic relationship plan that ... This will be done through strategy discussions with the sales representatives and brokers. In addition, individuals in this...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- Huron Consulting Group (New York, NY)
- …Practice Area by developing strategies, products and capabilities, marketing and sales plans, and delivery methodologies that enhance the ability to initiate, ... in the contiguous US _In the role of the Global Philanthropy Consultant , Academic Medicine an individual could expect the following responsibilities in their… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client ... group (ie, Corporate and Investment Bank , Commercial Real Estate, Commercial Community Bank ,...activities may change from time to time. 1. Executes sales plan, develops strong partnership and collaboration with line… more
- Deloitte (New York, NY)
- …delivery. The Deloitte & Touche LLP global network includes former bank regulators, federal law enforcement officials, financial institution compliance officers, and ... more. As an Anti-Money Laundering ("AML") Project Associate (Senior Consultant ), you will have the opportunity to help our...You may also be eligible to participate in a sales incentive program, whereby you may be eligible to… more
- City National Bank (New York, NY)
- …client segment. + Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and marketing ... prospects and customers consistent with the objectives of the bank . + Actively works with customers and develops prospects...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business… more
- City National Bank (New York, NY)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- Bank of America (New York, NY)
- …Finance Chicago, Illinois;New York, New York; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- TD Bank (New York, NY)
- …portfolio managers, client portfolio managers, client service manager, and when appropriate consultant developers in the overall service of the relationship + Build ... broad impact on the business segment and financials + Impacts a range of sales achievement for largest accounts and relationships, and a significant part of one or… more
- TD Bank (New York, NY)
- …strategy framework + Develops and implements new and innovative approaches to the sales process; provides expert advice internally and externally + Serves as the ... on the business segment and financials + Works with Consultant Research Team to maintain / obtain buy ratings...+ 10 + years experience in a business development sales role with a proven track record in establishing… more