Alternate Job Titles: Retirement Plan Services Supervisor | Retirement Plan Administration Supervisor
Supervises the team responsible for designing, managing, and administering employer-sponsored retirement plans. Works directly with employers to optimize plan design and performance to benefit both employers and employees. Ensures plan compliance with all applicable government regulations. Monitors the preparation of required government filings, annual testing, and reporting. Typically requires a ...
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Alternate Job Titles: New Accounts Representative I | Entry New Accounts Representative | New Customer Accounts Onboarding Rep I
Opens a variety of new accounts for banking customers. Collects required information and completes new account setup and activation. Inputs data, verifies references, and reviews documentation. Provides basic account information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. May make referrals to cross-sell a variet...
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Alternate Job Titles: New Accounts Representative II | Intermediate New Accounts Representative | New Customer Accounts Onboarding Rep II
Opens a variety of new accounts for banking customers. Collects required information and completes new account setup and activation. Inputs data, verifies references, and reviews documentation. Provides basic account information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. May make referrals to cross-sell a variet...
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Alternate Job Titles: New Accounts Representative III | New Customer Accounts Onboarding Rep III | Senior New Accounts Representative
Opens a variety of new accounts for banking customers. Collects required information and completes new account setup and activation. Inputs data, verifies references, and reviews documentation. Provides basic account information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. May make referrals to cross-sell a variet...
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Alternate Job Titles: Account Manager III | Account Relationship Executive | Client Relationship Representative III
Develops relationships with major clients to increase revenue. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensures that products ...
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Alternate Job Titles: Advertising Account Executive | Advertising Services Account Executive | Digital Ad Sales Account Manager
Maintains relationships and favorable contacts with current and potential advertising accounts. Targets potential advertising clients and develops relationships in order to acquire new advertising accounts. May be responsible for selling ad programs in digital formats including banners/buttons, rich media, and interactive ad products. May require a bachelor's degree. Typically reports to a supervi...
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Alternate Job Titles: Account Manager V | Client Relationship Representative V | Key Account Relationship Manager | National/Strategic Accounts Manager
Develops relationships with the largest and most complex clients to increase revenue. Typically works with national accounts and other strategically important clients. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Drives retention and growth among the most valuable customers by understanding their ...
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Alternate Job Titles: Account Manager IV | Account Relationship Senior Executive | Client Relationship Representative IV
Develops relationships with larger and more complex clients to increase revenue. Pursues relationships with potential new accounts and identifies business opportunities to upsell services/products to current and new businesses. Drives retention and growth among customers by understanding their business needs and helping them succeed. Has detailed knowledge of products and services offered and ensu...
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Alternate Job Titles: Advertising Services Senior Account Executive | Digital Ad Sales Senior Account Manager | Senior Advertising Account Executive
Maintains relationships and favorable contacts with current and potential advertising accounts. Targets potential advertising clients and develops relationships in order to acquire new advertising accounts. May be responsible for selling ad programs in digital formats including banners/buttons, rich media, and interactive ad products. May require a bachelor's degree. Typically reports to a manager...
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Alternate Job Titles: Account Relationship Director | Client Relationship Director
Directs and oversees the account management function. Administers an organization's account management policies, objectives, and initiatives. Implements short and long-term strategies for building client relationships, generating new business, and driving revenue growth. Develops client retention and growth plans for developing a profitable business with assigned accounts. Establishes data collect...
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