Customer Banking Pro: Sales, Service & Digital Engagement
M&T Bank
A leading financial institution is seeking a Universal Banker to enhance customer experience in Montauk, NY. This role focuses on educating clients about banking services, managing transactions, and addressing inquiries. The ideal candidate has at least 1 year of customer service or retail sales experience, strong communication skills, and the ability to effectively resolve customer issues. Competitive hourly compensation is offered along with a supportive work environment centered on community engagement. #J-18808-Ljbffr
$125k - $185k
...that believes on-chain services are the future of... ...for on-chain payments, banking and investments. Offering... ...trusted for millions of customers in more than 140... ...Senior Accounting Manager, Digital Assets will lead... ...employee assistance programs.Engaging events and...CustomerDigitalWork at officeWork from home- ...seeking a Senior Business Banking Relationship Manager (... ...role will support customers in an assigned market... ...deepening relationships and engaging in prospecting... ...treasury management, and digital banking toolsTailor solutions... ...of financial services industryExcellent verbal...CustomerDigitalFull timeWork experience placementWork at officeLocal area
$99k - $266k
...SummaryAt PwC, our people in tax services focus on providing advice... ...conflicts or issues, engaging in difficult conversations with... ...technologies and platforms in lending, digital banking, payments, crypto and... ...sensitive company or customer information, handling proprietary...CustomerDigitalFull timeH1b- ...institutions. We give banks and wealth... ...deliver trusted advice digitally — to every client,... ...transformational engagements with Tier-1 global... ...scales. Neither is a sales management role at... ...plans with Customer Success and Product... ...to ship.Financial services depth. Real working...CustomerDigital
$238k - $297.5k
...management and empower our customers to completely... .... Our Enterprise Sales team is expanding,... ...the Financial Services (FSI) vertical. This... ...FSI territory (banking, capital markets,... ..., security, risk, digital, operations, and line... ...presence and ability to engage C-level...CustomerDigitalLive inWork at officeShift work3 days per week$123.2k - $247.8k
...humans with agents drive customer success together.... ...into Financial Services accounts, including Banking, Insurance, and Wealth... ...Specialization Cloud Digital... ...with Prime and Cloud sales resources to ensure... ...presence with experience engaging C-suite decision makers...CustomerDigitalWork at officeRemote workFlexible hours$120k - $140k
...healthcare, financial services). Our platform helps... ...business users can customize dashboards and... ...accounts within the banking and mortgage lending... ...working directly with our Sales Director to bring digital transformation to... ...Growth Opportunities Engaging Work Culture Top-Tier...CustomerDigitalWork at office- ...DescriptionPrincipal Consultant - Banking and Capital Markets -... ...a hands-on Financial Services Principal Consultant... ....Here are some AI engagements our consultants are... ...Advisors and Customer Support Associates in... ...suite navigate today’s digital landscape to win market...CustomerDigitalFull timeTemporary workWork experience placement
$115k - $160k
...redefine the future of banking and help craft... ...ensure a high-quality service for the Credit Trading and Sales desks. To be... ...ability to effectively engage and collaborate with... ...strategic thinking, digital and technology, as... ...improve the service to customers and stakeholders....CustomerDigitalHourly payWork at office$262.9k - $394.3k
...team Stripe is investing in building out its Banking-as-a-Service (BaaS) Product Sales team to actively engage prospects and customers to help them transform their business... ...of customers including SMBs, Startups, and Digital Natives Create your territory plan and lead...CustomerDigitalWork at officeLocal area- ...Next Generation Strategy and Engagement will join J.P. Morgan Private... ...members across the Global Private Bank. In this capacity, the role... ...differentiated solutions and services, client engagement and... ...investing, OCIO, marketing, digital, product, trust & estate, family...DigitalWork at office
$170.26k - $200.3k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better... ...through onboarding, engagement, usage growth, loyalty... ...Customer Experience, Digital, Operations, and Technology... ...ROI.Financial services, credit card, payments...CustomerDigitalFull timeLocal area$190k - $220k
...Be Doing The Sr. Banking Treasury Sales Manager is responsible... ...products, fraud mitigation, digital banking, and cash... ...onboarding process.Engage and work with... ...units and 3rd party service providers. What You... ...of managers, clients, customers and the general publicAbility...CustomerDigitalFlexible hours$88.4k - $132.6k
...and/or facilitating services to others in area... ...understand a client's banking, credit and... ...regular value-added engagement with clients- High... ...expand high value customer relationship by maximizing sale and service opportunities... ...using Money Guide Pro, or NaviPlan Select...CustomerFull timeWork at office$88.4k - $132.6k
...and/or facilitating services to others in area... ...understand a client's banking, credit and... ...regular value-added engagement with clients- High... ...expand high value customer relationship by maximizing sale and service opportunities... ...using Money Guide Pro, or NaviPlan Select...CustomerFull timeWork at office$129.5k - $147.5k
...- Consumer & Retail Banking Digital Products (FSI) Full-... ...business changes among our customers. Through unparalleled... ...over 21 sectors and service teams. Financial... ...role will lead client engagements focused on designing,... ...engagement. Sales & Business Development...CustomerDigitalFull timeWork experience placementLocal areaWorldwide- ...pricing, and developing customized solutions; help... ...Teams, Commercial Bank, and Private Bank... ...products and services and expert knowledge... ...mission is to create engaged, lifelong... ...S. in credit card sales and deposit growth... ...have the most-used digital solutions - all while...CustomerDigitalWork experience placementWork at officeLocal area
$207.2k - $259k
...Account Executive (Financial Services) will report to the... ...financial services customers and prospects. This role... ...loop systems - into large banks, insurers, asset... ..., technical enterprise sales role requiring deep domain... ...themDemonstrated success engaging and influencing executive...CustomerFull time$133.2k - $235k
Job Description:At Bank of America, we are... ...by military service, community college... ...supports collaboration, engagement, and career... ...participating as the product sales or industry expert... ...’ needs. Act as digital ambassador driving... ...to develop customized treasury solutions...DigitalFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$238k - $297.5k
...together. Our Enterprise Sales team is expanding,... ...the Financial Services (FSI) vertical.... ...functionally to help customers securely manage,... ...FSI territory (banking, capital markets,... ..., security, risk, digital, operations, and line... ...presence and ability to engage C-level...CustomerDigitalLive inWork at officeShift work3 days per week$125k - $250k
...is energized by stakeholder engagement and advancing advisor development... ...helps empower clients and customers around the world to reach their... ..., investment management, banking and comprehensive advice to a... ...Our consumer business provides digital solutions for customers to better...CustomerDigitalFull timeTemporary workPart time- ...experience for our customers. We work together... ...As a Relationship Banking Business Specialist... ...under 2MM in sales revenue. Achieves... ...through onboarding and servicing.* Proactive lead management... .... Performs lobby engagement activities to... ...Management., Digital Awareness, Effective...CustomerDigitalWork experience placementWork at officeShift work
$57.75k - $96.25k
...experience for our customers. We work together each... ...and Business Banking opportunities under 2MM in sales revenue. Achieves business... ...onboarding and servicing. Proactive lead... ...experience. Performs lobby engagement activities to... ...Management., Digital Awareness, Effective...CustomerDigitalFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...detailsUnderstanding of financial services and... ...is to create engaged, lifelong relationships and put our customers at the heart of everything... ...& Community Banking division serves our... ...S. in credit card sales and deposit growth... ...have the most-used digital solutions - all while...CustomerDigitalContract workWork at office
$130k - $150k
Treasury Management Sales Officer (New York Region)... ...Receivables, Card, Merchant Services, Escrow sub-acctg,... ...products and services for the bank, working with the... ...supporting staff (Operations, Customer Service,... ...each case, the Bank will engage in a good faith written...CustomerLocal area$115k - $135k
...DescriptionThe Treasury Services Associate role is a... ...as a cash management sales positionWhat will you... ...plans, and conducting customer researchDevelop an understand... ...of 3 of relevant banking and treasury experienceStrong... ...role in attracting, engaging and retaining talent...CustomerFull timeWork at officeFlexible hours$165k - $210k
...:The Director, Client Engagement is responsible for defining... ..., CRM, Merchandising, Digital, and Operations, this... ...of exceptional service and relationship-driven... ...strategy, event, launch, and customer touchpoint drives... ...clienteling-influenced sales, retention, event ROI,...CustomerDigitalFull timeCasual workSeasonal workLocal area$250k
...responsibly providing financial services that enable growth and... ...with over 100 million customer accounts in North... ...and provide new digital capabilities to make purchases... ...the Head of Partner Engagement & Strategy for the... ...of consumer banking products and services...CustomerDigitalFull timeContract work$175k
...Group:Capital Mrkts Sales & ServiceRole OverviewBMO... ...Investment Banking Junior Associate to... ...clients across healthcare services, health‑tech and digital health, medical... ...analysis), LBO models, and pro forma capitalization... ...change for our customers, our communities and...CustomerDigitalFull timeContract workPart timeLocal area$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper... ...is a client first, sales-driven, self-motivated... ...them feel that no bank will fight harder... ...effective and customized financial wellness... ...important than financial services experience.... ...Working knowledge of digital technology (mobile...CustomerDigitalHourly payWork experience placementDay shift
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