- Raymond James Financial, Inc. (El Dorado, KS)
- … client meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate in marketing efforts including ... industry regulations + Trading terminology + Financial planning software **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite +… more
- Acosta Group (Newton, KS)
- **DESCRIPTION** Future Territory Manager The Territory Manager will oversee a specific territory, acting as a liaison between company headquarters and the ... market share through retail sales training, merchandising, assisted selling, and relationship cultivation. We are expanding our roster of Territory Managers across… more
- BMO Financial Group (Newton, KS)
- …BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as ... to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide… more