5 associate sales representative jobs found

Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Location: For Those Who Work At Home, Ohio ***APPLICANTS SHOULD BE LOCATED IN CINCINNATI, DAYTON OR INDIANAPOLIS*** Job Summary The Small Business Cash Management Advisor (SBCMA) partners with Retail Branch teams to acquire, expand, and retain business clients with fundamental to advanced cash management needs. This inside sales representative identifies prospect/client needs and participates in various aspects of client management, including conference calls, relationship reviews and financial consultation for owner operator businesses. Essential Functions Collaborate with Retail Branch teams to educate on the cash management suite of products, including features, value propositions, and pricing. Support Retail in identifying and strategizing cash management opportunities within their markets. Enhance Retail branch confidence and business acumen through joint calling efforts and collaborative opportunities. Prepare Cash Management proposals and identify...

Location: 501 Broadway, Idaho Falls Idaho Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Senior FX Sales Representative works within Capital Markets and is responsible for driving foreign exchange sales revenue through high-quality client servicing, proactive business development, strong internal partnerships, and delivering on the full suite of KeyBank FX products. Essential Functions Demonstrate mastery of foreign exchange markets and products (including spot, forward, swaps, options, and cross-currency swaps) Provide clients with consultative FX risk management and payment solutions, including analytics, strategy, policy, hedging programs, hedge accounting, and transactional FX Direct effective onboarding, including documentation, credit lines, and platform setups Deliver excellence in customer service and trade execution Employ a strategic approach to business development using a structured sales management process Maintain a quality FX pipeline in Salesforce Organize and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending originations...