- Paychex (Queens County, 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
- 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 (New York, NY)
- 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
- City National Bank (New York, NY)
- *BUSINESS SALES AND PORTFOLIO RELATIONSHIP ASSOCIATE COMMUNITY BANKING* WHAT IS THE OPPORTUNITY? Responsible for collaborating with clients and Business Community ... Managers in managing sales administration and portfolio management. Duties include loans submissions,...and quality service Responsible for developing and ensuring all Bank and Regulatory requirements.Responsible for reporting and communicating to… 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 (New York, NY)
- …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
- 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)
- …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
- 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
- Raymond James Financial, Inc. (New York, NY)
- …**Job Summary** The Treasury Management Sales Officer is an experienced sales consultant / officer position responsible for the development of TM ... regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a… more
- City of New York (New York, NY)
- …clearance/ search/verification/other operations. -Involve a supervisor and/or Crisis Consultant in calls related to emergency or life-threatening situations. ... or community programs, and other similar benefits; or b. Performing bookkeeping, bank teller duties, housing office teller duties, purchasing agent, assistant store… more
- HSBC (New York, NY)
- …engagements. In doing so enable advance placement of our solutions in a pre- sales engagement with our clients. + Develop treasury review frameworks, methodologies to ... (MNC) or similar organization, and/or, as a lead treasury consultant advising corporate clients on complex treasury and banking...And we want you to help us build the bank of the future! All qualified applicants will receive… more