to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives... knowledge of banking and TS products and services as well as working capital concepts 4. Participates in the development...
seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining... to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications...
Managers. What you will be doing As a Product owner/Business Analyst/SME you will work closely with product management..., and technical requirements. Maintain a product roadmap and prioritize development initiatives. Drive the product developments...
doing right by its customers its first priority. Opportunity for promotion and development is a possibility, as New York... Life tries to help agents flourish within their role. Responsibilities Prospect and contact potential clients...
to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives... knowledge of banking and TS products and services as well as working capital concepts 4. Participates in the development...
to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives... knowledge of banking and TS products and services as well as working capital concepts 4. Participates in the development...
, and product development efforts. Complete renewals, prospect quotes, review of lower level analyst work in accordance... with competitor’s claims experience for prospect clients and develops recommendations to account for these situations...
. We invest in our employees by providing excellent training and development, as well as advancement opportunities... 5-10 client/prospect ‘outside’ visits per week. Builds knowledge of all clients and prospects by completing in-depth...
Benefits: Life insurance Dental insurance Health insurance Training & development Vision insurance 401... as needed, screening prospect candidates; onboarding and various HR projects, assist with commissions and QuickBooks data entry Example...
to ensure regulatory compliance of client base. Anticipate events in a client or prospect’s life that may have significant..., Associate – SC Banker, Global Investment Analyst or related position involving Private Banking, Investment Management...
will work with our Senior Analyst of Marketing Automation to complete complex segmentations and integrated automations.... Responsibilities: Support integrated personalization technologies by driving use case development to improve member experience...
in large prospect RFP presentations and client renewal presentations where and when appropriate. In this role... consulting is a key consideration Work with each direct report (Financial Analyst) to establish an agreed upon set...
prospect requirements. Key Responsibilities • Clearly articulate the benefits of Sage Intacct's solutions to all levels... Account Executives Provide input to other cross-functional departments pertaining to prospect requests and product...
Do you relish the prospect of leading strategic cross-organization, transformational programs? Do you thrive.... Included are Applications, Development, Security and Compliance for our customers and corporate stakeholders. Information...
analyst, implementation/technical consultant, or software engineer - to join our product management team. In addition... customer and prospect needs through client and project interactions, intracompany feedback, and marketplace research...
FRM Opportunity Memo and assist in the development of client and prospect strategy. Lead the oversight, development... are understood and developed. Assist the Director in the training and development of the Associate and Analyst team members. Create...
, business analyst, implementation/technical consultant, or software engineer - to join our product management team...: Understand customer and prospect needs through client and project interactions, intracompany feedback, and marketplace research...
Job Summary At UCSF a “Development Analyst” can be a fantastic entry point into a myriad of Fundraising roles. The... roles, or even success in operations administration and project management. The Development Analyst role will help...
Background: Avasant is a Los Angeles, California-based top management consulting, advisory and analyst firm providing... also recognized as one of the top five industry analyst firms by the Institute of Industry Analyst Relations (IIAR). Learn...
across platforms and extract key insights for future campaign development and go-to-market strategies. · Analyze customer insights... products. · Conceptualize and execute on multi-channel campaigns across the prospect and customer lifecycle, ensuring the...