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Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
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PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.
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Position Description:KBW’s Equity Research, Sales and Trading Internship is a nine-week summer program that provides an introduction to a full-service investment bank and broker-dealer that specializes in financial services.
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Solicit and build relationships with local businesses and organizations by pitching cause marketing opportunities that generate business value for their companies by joining our fight against hunger, and providing a portion of sales from items or services to support the United Food Bank. Follow up with our appreciation to donors by sending thank you notes, presenting certificates, and other means to show our gratitude and make them feel valued for their support.
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Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, licensing, media finance, consumer investing, fashion, trademark licensing, and philanthropy.
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Securities Industry Essentials (SIE), Series 7, 66 and 24 is required unless a fully licensed Director of Private Bank Sales (7, 66 and 24) reports into the Regional Private Bank Managing Director and assumes the supervisory responsibilities for the Private Bank licensed employees.
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This position is responsible for developing and maintaining a sound business relationship with our bank management and staff. Ensure the remittance of monthly estimated NYS sales tax and quarterly actual sales & use tax.
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Emigrant Bank is looking for an experienced and highly motived mortgage sales professional. Both residential and commercial mortgage sales experience in wholesale and retail. 3+ years of proven mortgage sales success.
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This role reports to the Principal Audit Manager for Investment Bank - Sales and Trading in New York, who in turn reports to the Chief Auditor for Investment Bank. You would support the PAM in the audit coverage of US Sales and Trading businesses (specifically Credit, Rates, Foreign Exchange (FX) and Emerging Markets Trading.
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Extensive experience working in core financials and logistical business processes such as General Ledger, Accounts Receivable, Accounts Payable, Bank and Cash Management, Financial Reporting, Manufacturing Costing, Procurement, and Sales and Inventory Management.
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EF Hutton LLC is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike.
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Leads Branch sales team with a proactive client focus with preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
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Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank) Drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with CRS for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support Corporate Sales.
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Reporting: Establish and maintain the accuracy of all corporate reporting, to include payroll, sales data, daily closing reports, bank deposits, daily reconciliation, etc. Manage daily operations of store to meet all Eyemart standards: sales production, pricing, inventory control, approval of all expenditures (frame orders, lens orders, lab and store supplies, etc.
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This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge.
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