דרושים United States, Carson

Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...

Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...

Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....

Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...

Meeting and exceeding sales quotas by building and implementing strategic, technical account plans that target cross-platform solutions. Your ability to position, demonstrate and create high level designs across the entire...

Establish yourself as a trusted advisor to prospects and customers working with your Account Manager and the local partners within your territory. Identify and document specific problems with prospective and...