- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Experience Requirements** * Bachelor's Degree and a minimum of two (2) years' experience in a Sales Assistant role or a verifiable sales assistant track ... **Description** **Job Summary** With limited direction, assists multiple Mortgage Consultants (MC's) in all aspects of the...and compliance. * Assists the MC in managing the client and Financial Advisor relationships with the Bank. *… more
- BMO Financial Group (CA)
- …process alternatives that can lead to improved efficiency and service levels. + Performs client sales & service support activities as required to meet client ... proposals or presentations to clients/prospects. + Assists in preparing for client meetings and account opening documentation. + Identifies and recommends workflow… more
- Berkshire Bank (Enfield, CT)
- **Position** : Assistant Financial Center Manager **Location** : Enfield, CT **Division:** Retail Banking **Department:** Various - Branch Network **Reports to:** ... to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to… more
- Access Dubuque (Dubuque, IA)
- …Products Company Office Assistant Express Employment Professionals CUSTOMER SERVICE- SALES ASSISTANT Sedona Staffing Services Control Clerk - Supply Chain ... Mortgage /Financial Services Clerical/Office Administration Customer Service Education Insurance Sales /Service Location Lancaster, WI Shift First Shift Job Type… more
- Bank of America (Little Rock, AR)
- Financial Center Assistant Manager Little Rock, Arkansas **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 (Murfreesboro, TN)
- Financial Center Assistant Manager - Northfield Financial Center Murfreesboro, Tennessee **Job Description:** At Bank of America, we are guided by a common purpose ... for the financial center when teammates are absent. **Responsibilities:** + Manages client traffic, engaging and appropriately routing clients, and fosters client… more
- Bank of America (Glen Allen, VA)
- Financial Center Assistant Manager - West Broad Financial Center Glen Allen, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to ... for the financial center when teammates are absent. **Responsibilities:** + Manages client traffic, engaging and appropriately routing clients, and fosters client… more
- Morgan Stanley (Wayzata, MN)
- …of experience with an investment, commercial or private bank * 2 years of client service, business development and/or Sales Desk experience * Experience in ... high potential candidate ("Associate Private Banker" or "APB") to join our National Sales Team in the Private Banking Group. The Associate Private Banker will… more
- Truist (Coral Gables, FL)
- …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
- UMB Bank (Overland Park, KS)
- …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
- Berkshire Bank (Mansfield, CT)
- …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 (East Syracuse, NY)
- …Center 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 (Brooklyn, NY)
- …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 (Boston, MA)
- …using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while ... Brookline Ave **Purpose/Objective** **:** Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
- Access Dubuque (Dubuque, IA)
- …with AEs and other sales staff to ensure seamless communication and utmost client satisfaction. **Who will thrive in these roles** ? + _A Team Player_ : You'll ... Fax ###@tricorinsurance.com Email True False False **Job Details** Categories Banking/ Mortgage /Financial Services Education Insurance Sales /Service Transportation Location… 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
- Anywhere Real Estate (Indian Wells, CA)
- …industry policies and procedures. + He/She would work closely with the sales representative and senior leadership to increase revenue and profits, manage expenses, ... He/She is responsible for opening new escrows and maintaining client relationships to build the branch and supporting the...contact if she is not available; + review the sales contract; order demands; process incoming mail and email;… more
- Access Dubuque (Dubuque, IA)
- …for all clients regardless of ethnic background. **Responsibilities:** + Prioritize client service and retention. + Cultivate strong relationships with insurance ... and inclusion within the industry. + Ensure timely and accurate client file documentation, maintaining transparency and accountability in all transactions. +… more
- Access Dubuque (Dubuque, IA)
- …Services SERVICE TECHNICIAN - INSTALLER Sedona Staffing Services CUSTOMER SERVICE- SALES ASSISTANT Sedona Staffing Services Teller Service Associate ... screens + Positive energy, openness to coaching and feedback, and a proactive sales mindset to consistently meet and exceed goals Primary Contact 114365 Matt Hostert… more
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