Develop new client business in target international using external knowledge of market (LATAM). Meets or exceeds investment referral goals, deposit goal DDA and interest bearing accounts adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Collaborates with the team to generate, identify, qualify, and prioritize new pro

This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

Working under the direct supervision of aSenior Manager or Partner, a Senior will assist on engagements through investigation or analysis, aid in the preparation of exhibits and reports, and oversee the work of staff associates. Responsibilities Organize information in meaningful analyses and exhibits Quickly develop an understanding of an entity's financial records, tax

Vendor Management Specialist Boca Raton, FL, USA Fort Lauderdale, FL, USA Req #889 Sunday, April 21, 2024 At Crisis24, A GardaWorld Company, we take a proactive approach to solving business challenges and our customers are at the heart of everything we do. It's the reason we love rolling up our sleeves and getting down to work and it's why we're so successful. It takes an

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

Secure multi year, high value partnerships ranging from six to seven figures with defense contractors and similar corporate entities to significantly increase both revenue and awareness of WWP. Develop and maintain an active new business pipeline specifically focused on qualified prospects within the defense contractor industry that align with WWP's mission. Lead the proc

Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Works with business leads to manage client negotiations and contract drafting, and advises on commercial matters. Responsibilities Drafts and negotiates commercial contracts and confidentiality agreements with customers. Advises business clients on commercial legal issues and risks, as well as resolve legal issues and contract interpretation matters. Works with business c

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Maintains the quality, profitability and growth of business and consumer products through appropriate pricing and fees. Demonstrates effective sales strategies to attract, expand and retain customer relationships. Applies need based sales techniques to a

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que