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Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients.
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The Outside Sales Representative will report to the Branch Manager and be responsible for the Tallahassee territory. There might be some cold calling, however, most lead generation is done in person at the client site.
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Licensed Private Client Banker - Tri County Branch page is loaded. Licensed Private Client Banker - Tri County Branch. Support of branch operations including assisting with client transactions on the Teller line as needed.
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Along with this, other responsibilities include troubleshooting, supporting, and administrating branch networks, Citrix, Office 365, Active Directory, Group Policy, Azure AD, Windows and VMware.
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Coordinating with the Branch Administrator to ensure branch databases contain up-to-date client information. Facilitating the resolution of client concerns to ensure renewal.
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Assisting in overall leadership of the branch. A minimum of 3 years of prior customer service, management, and leadership experience within an organization, the landscaping industry or local marketplace.
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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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We are now hiring a Branch Manager for our Santa Ana branch. Communication and coordinate the various aspects of branch operations required to ensure compliance with policies and procedures.
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This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. The Client Service Manager I is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts that vary in size and have relatively simple to moderately sophisticated needs.
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The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.
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Develop client relations and secure new business opportunities. This person will report daily to our Kansas City, MO branch office and partner closely with our Human Resource Business Partner.
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) role located in a Merrill branch will help provide you with the necessary training and guidance through a defined path to thrive as a Merrill Financial Advisor.
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Our client is in the Commercial Equipment Leasing business specializing in motor carrier and rail industry-related intermodal equipment. This person will be responsible for the sales performance of this branch location including overseeing the Sales and Marketing effort, communicating with Operations Management on site and communication with the corporate offices.
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Review monthly incentive compensation calculation worksheets, remaining cognizant of their contents, modifying branch efforts to keep results in line with expectations, and preparing and submitting periodic production projections in accordance with Companys policies and expectations.
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We are head quartered in Southern California and have branch offices coast-to-coast. Previous experience in customer support, client services, sales, or a related field. Company DescriptionLobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts.
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