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Reposted 5 Days AgoSaved
In-Office
3 Locations
54K-112K Annually
Mid level
54K-112K Annually
Mid level
Fintech
This role focuses on customer acquisition, growth, and retention in the banking sector. Responsibilities include sales, building client relationships, providing financial solutions, and collaborating with internal teams to achieve sales goals.
Top Skills: Insurance LicensesSeries 6Series 63Series Sie
Reposted 5 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech
The role focuses on acquiring, growing, and retaining bank customers, especially within the Preferred Program. Responsibilities include servicing customers, conducting needs assessments, maintaining knowledge of products, and achieving sales goals by building relationships and providing tailored financial solutions. Some local travel is required.
Top Skills: 66365And Insurance LicensesFinancial ProductsRetail Consultative Sales ProcessSeries Sie
Reposted 5 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech
The role involves acquiring, growing, and retaining bank customers, focusing on the Preferred Program and mass affluent prospects. Responsibilities include assessing client needs, promoting bank products, building relationships, and achieving sales goals while ensuring a positive customer experience.
Reposted 5 Days AgoSaved
In-Office
Santa Cruz, CA, USA
54K-112K Annually
Mid level
54K-112K Annually
Mid level
Fintech
This role involves acquiring and retaining bank customers, focusing on affluent clients while providing tailored financial solutions. Responsibilities include executing sales strategies, building client relationships, conducting needs assessments, and collaborating with internal partners for customer service.
Top Skills: Banking ProductsFinancial Services
Reposted 5 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech
The Commercial Middle Market Business Development Officer is responsible for new client acquisition, pipeline management, and collaborative financial solutions in the Middle Market segment, focusing on revenue growth through strategic relationship development and market engagement.
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Reposted 5 Days AgoSaved
In-Office
Livonia, MI, USA
Mid level
Mid level
Fintech
The Investment Executive is responsible for training and developing retail bankers, achieving sales goals, managing client accounts, and promoting financial products.
Top Skills: Insurance LicensesSeries 66Series 7Variable Annuity License
Reposted 5 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Commercial Middle Market Business Development Officer drives new client acquisition and revenue growth through prospecting, relationship development, and market engagement, collaborating with teams to deliver comprehensive financial solutions.
Reposted 5 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech
The Preferred Relationship Manager is responsible for acquiring, growing, and retaining bank customers, focusing on the Preferred Program and affluent prospects, while ensuring a positive customer experience and meeting sales goals.
Top Skills: Banking ProductsFinancial Products
6 Days AgoSaved
In-Office
Denver, CO, USA
122K-262K Annually
Senior level
122K-262K Annually
Senior level
Fintech
Sell and manage commercial banking relationships for mid-to-large companies, driving profitable new business and cross-sell of loans, treasury, and capital markets. Perform financial statement analysis and credit assessment, coordinate One Bank partners for tailored solutions, monitor portfolio risk, and represent the bank in community and industry activities.
Top Skills: Crm Sales ToolsMS OfficeProspecting Tools
Reposted 6 Days AgoSaved
In-Office
Farmington Hills, MI, USA
Junior
Junior
Fintech
Handles customer interactions via phone and email, providing information on commercial banking products and ensuring a positive customer experience. Responsible for risk management and accurate data entry while adhering to policies and procedures.
Top Skills: Crm Applications
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