Phone Sales

Phone Sales Finance Jobs

13 jobs found

Tree Care Services Business Developer

Addison Group Tucson, AZ

4h ago

$65k - $80k/yr Full time Lead Microsoft 365 Microsoft Excel

Lead Microsoft 365 Microsoft Excel

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Job Description

Addison Group is seeking a Tree Care Services Business Developer to join the Tucson, AZ team onsite, supporting a leading national services organization. In this role, you will sell and estimate commercial tree care projects and oversee the full sales cycle from initial prospecting to close within a defined regional territory. The position offers a salary range of $65,000 to $80,000 per year.

Responsibilities

Sell and estimate commercial tree care services within an assigned territory
Proactively prospect new business using consultative B2B sales techniques
Develop tree care programs and estimates for new and existing clients
Conduct heavy phone prospecting, in-person meetings, presentations, and virtual demos
Negotiate contracts with minimal supervision
Network to expand market penetration and grow targeted accounts
Consistently meet sales goals and activity benchmarks
Log sales activity accurately in CRM systems (Salesforce preferred)
Collaborate internally to pursue larger, complex opportunities
Build trust-based relationships with key decision-makers
Operate with urgency in a fast-paced, performance-driven environment

Requirements

Bachelor’s degree or equivalent professional experience
Tree Care Industry certifications (TCIA and/or ISA Certified Arborist preferred)
Commercial B2B sales experience within the service or green industry
Extensive face-to-face selling experience with mid-to-senior level decision-makers
Proven success in longer sales cycle environments
Ability to manage multiple opportunities across a large territory
Strong presentation, negotiation, and communication skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Experience using CRM or sales force automation tools
A self-motivated, competitive, and results-driven mindset
Local market knowledge and existing industry relationships (preferred)

Technologies

Salesforce
Microsoft Office

Benefits

Competitive base salary + commission
Company vehicle
Paid time off
Health, dental, and wellness benefits
401(k) savings plan
Career development and advancement opportunities

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Universal Financial Representative

Westerly Community Credit Union Westerly, RI

12d ago

Full time Banking Client Relations Client Service

Banking Client Relations Client Service

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Job Description

This onsite role in Westerly, Rhode Island supports member service excellence at Westerly Community Credit Union. The Universal Financial Representative focuses on delivering outstanding member service, building and maintaining relationships with members and peers, cross-selling credit union products, resolving issues, processing transactions, and supporting branch operations.

Responsibilities

Maintain professional performance across the duties of Financial Service Representative and Member Service Representative.
Represent the credit union in a courteous, professional manner.
Process member transactions accurately and efficiently while adhering to procedures to prevent fraud and asset loss.
Open and close accounts.
Process personal and auto loan applications and disbursements.
Open and maintain IRA accounts.
Open, close, and renew certificates of deposit.
Open, close, and manage safe deposit boxes.
Resolve member issues and provide general account information and maintenance.
Scan required member documents into account records.
Follow balancing procedures for MSR and FSR at the end of the shift, ensuring totals align with cash handling.
Address out of balance positions by reconciling transaction slips with computer totals and verifying cash transactions.
Identify member needs and offer suitable solutions using tools from the Member Advocacy Program, including Needs Assessment Forms, Cash Flow charts, and Credit Reports.
Assist members with complex financial situations by reviewing credit reports and cash flows to help them reach their financial goals.
Respond to member inquiries by telephone and direct calls as needed; handle emails and messages promptly.
Monitor organization communications and respond to internal messages within a reasonable timeframe.
Maintain strict confidentiality of member information.
Support department responsibilities such as scanning, maintaining supplies, covering the reception area, and assisting with safe deposit access.
Open and close the lobby area as required by daily operations and keep the workspace clean and organized.
Protect confidential member information and perform daily shredding of obsolete materials.
Able to cover other branch locations as needed by business requirements.
Maintain thorough knowledge of all credit union products and services.
Periodically review the WCCU PEAK Manual and all credit union policies and procedures.
Maintain working knowledge of applicable state and federal regulations as they relate to retail branch operations.

Requirements

Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate department related computer applications and equipment.
Solid math and basic accounting skills.
Positive, can-do attitude.
Caring and community-oriented mindset.
Strong service and sales skills, with a focus on helping members succeed.
Minimum one year of relevant experience.
Education: High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and the products provided by the credit union.

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Billing Specialist -Accounting/Finance

Buckeye Global Avon, OH

12d ago

$19 - $23/hr Full time Accounting Accounts Receivable Billing

Accounting Accounts Receivable Billing

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Job Description

The Billing Specialist role at Buckeye Global is centered on generating and processing invoices, ensuring billing accuracy, and addressing customer inquiries. This onsite position emphasizes adherence to company policies and contractual terms, and requires strong customer service skills along with prior billing experience.

Responsibilities

Prepare, review, and issue customer invoices in accordance with service agreements and pricing terms.
Act as the primary contact for billing inquiries, delivering timely and professional support by phone and email.
Investigate and resolve billing discrepancies, adjustments, credits, and disputes.
Verify supporting documentation (service tickets, work orders, purchase orders, contracts) prior to invoicing.
Collaborate with operations, sales, and accounting teams to ensure billing accuracy and resolve issues.
Assist with accounts receivable tasks, including payment posting and follow-up on outstanding balances.
Support month-end closing processes, reporting, and audit documentation.
Identify opportunities to improve billing processes and enhance the customer experience.
Maintain compliance with company policies and applicable regulatory or contractual requirements.

Requirements

High School Diploma or GED

Technologies

Microsoft Office

Location

Avon Lake, Ohio 44011 (onsite)

Duration

3+ months contract

Compensation

USD 19 - 23 per hour

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Universal Service Rep (Financial Service Rep)

Heritage Family Credit Union South Londonderry, VT

16d ago

$23 - $25/hr Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

Heritage Family Credit Union’s Londonderry branch in South Londonderry, Vermont is seeking a Universal Service Representative to deliver a world-class member experience while supporting membership openings, lending processes, cross-selling, and daily branch operations. This onsite role offers a pay range of $23 to $25 per hour and requires at least one year of banking or sales experience with a high school diploma or equivalent.

Responsibilities

Cultivate relationships with individuals and local businesses to open new memberships.
Guide members through the consumer lending process from application to loan closing and identify additional financial goals we can support.
Assist members with compassionate problem-solving and provide education to help improve their future financial outcomes.
Welcome members with a friendly, professional demeanor to ensure a world-class experience on every interaction.
Handle member inquiries, loan requests, updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions promptly and accurately.
Operate at a drive-up station as part of daily duties.
Open and close the branch, including arming and disarming security alarms and processing night drops or mail envelopes.
Support ATM or in-store ITM servicing and maintenance and perform check scanning as needed.
Maintain the MSR station at organization and supply levels, ensuring cleanliness and readiness.
Contribute to onboarding and training of new employees when required.
Collaborate with team members to meet branch goals and enhance the member experience while ensuring daily operations are completed.
Accurately process deposits, withdrawals, payments, and transfers as part of daily transactions.
Maintain up-to-date knowledge of all credit union products and services handled by Member Service Representatives and promote them as appropriate.
Actively identify, explain, and cross-sell credit union products and services where suitable.
Open new accounts and loans with proficiency, including consumer and business share accounts, term share certificates, debit cards, and more.
Ensure timely collection and review of account and loan documentation for accuracy and completeness.
Complete account and loan checklists and quality controls in a timely manner.
Adhere to credit union policies, procedures, and regulatory requirements, including AML and BSA considerations.
Assist other departments as needed, respond to emails and phone inquiries, and handle file, fax, and mail communications.
Back up other MSRs or FSRs as required and assist the Branch/Department Manager as needed.
Maintain reliable, predictable attendance and perform any other duties as assigned.

Requirements

High school diploma or equivalent is required.
Minimum of one year of banking and/or sales experience.
Experience with a financial institution involving account openings and lending is preferred.
Proficient with calculator, keyboard, and Microsoft Office Suite.
Basic computer and math skills.
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Ability to work independently and as part of a team.

Technologies

Microsoft Office Suite

Benefits

Paid time off in addition to federal holidays.
Medical, dental, and vision coverage for employees working 24+ hours per week.
401(k) with company match.
Ongoing training opportunities.
Eight hours of volunteer time with an organization important to you.
Seasonal reimbursements for gym membership up to $25, hobby expenses up to $25, and fresh local foods up to $25.

Who We're Looking For

Strong relationship-building skills to position themselves as a trusted resource for members and teammates.
Problem-solving mindset and a commitment to delivering exceptional service through proven and creative strategies.
Motivation to achieve identified goals and objectives through individual initiative and collaborative teamwork.

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KPB Lead Institutional Advisor

KeyBank National Association Chicago, IL

24d ago

$116k - $216k/yr Full time Advisor Bachelor's Degree Banking

Advisor Bachelor's Degree Banking

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Job Description

Location: 10 West Market Street, Indianapolis, Indiana

Overview

The KPB Lead Institutional Advisor develops investment management and fiduciary relationships with non profit, public, corporate and government clients. The Advisor collaborates with local Private Banking Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients to stay close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice. The Advisor is responsible for the delivery of exceptional sales and retention results.

Essential Job Functions

Sales: Responsible for the development and closure of the most complex and sophisticated client opportunities. Identifies prospective Institutional Advisor clients or referral sources by educating and positioning Institutional Advisors capabilities to meet client needs, develop solutions and drive new revenue. An active member of the Institutional Advisors Team participating in the development of sales strategy, client experience, product development and other aspects of leading a successful business. Coordinates the successful completion of the RFP process (from preparation of the response, interaction with the prospect and all phases of presentation) in partnership with KPB Field and other banking partners. Maintains an in-depth knowledge of products and services as well as proactively acquiring knowledge of competitors and competitive products to support IA team awareness. Fosters a sense of partnership with KPB, Banking Teams, and COIs in assigned region to create an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the KPB sales team.
Prospecting: Serves as the primary point of contact for all external sales opportunities. Masters an effective first contact strategy and phone approach. Understands what differentiates IA and develops a unique sales approach that differentiates Key from the rest of the marketplace. Effectively understands and prospects within the most productive market niches. Masters the ability to ask questions and qualify prospects early in the sales process.
Pipeline and Opportunity Management: Meets or exceeds monthly success metrics and keeps a robust and monitored pipeline that is reviewed regularly with the Sales and Market Managers. Partners with the Relationship Manager on all sales opportunities, including the closing of the deal. Fully understands and executes the level of activity necessary to achieve sales goals. Teams with KPB WA(s) and RM(s) to uncover opportunities in existing books of business. Teams with KPB Fields Teams to engage Field Banking Partners. Generates leads by utilizing all resources including Salesforce, community networks, COIs, LOBs, product partners, etc. Utilizes letters, articles, voicemail, seminars and events to sell our services internally and externally.
Maximize the Sales Call Opportunity: Follows disciplined pre call preparation. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Masterful at asking questions to uncover time, budget and resource issues. Excellent at gaining commitment by the decision makers. Executes disciplined post-call debrief process, effective follow up and pipeline management.
Present to Close: Fully understands strengths and weaknesses of clients current provider and their decision-making process. Executes on appropriate signed documents and develops client relationship team and process. Sets initial strategy, introduces all new clients to Relationship Managers and set expectations for onboarding and servicing by the IA team. Collaborates and performs as part of the relationship management team to assure that the team sales goals are met by executing the client strategy.
Exceed Client Expectations: Provides ongoing contact with new clients to enhance client’s initial experience with Key. Fully develops relationships to uncover additional services to be provided. Regularly asks satisfied clients for introductions to others they know who may need our services. Participate in KeyCorp’s commitment to the community.
Growth: This position is responsible for either meeting or exceeding assigned individual and team sales goals which can include expanding existing client business, referrals and or new business growth.

Required Qualifications

Bachelor's degree in business related field (accounting, finance, economics, or related field).
A minimum of 5 years Institutional Banking, Investment Management/Consulting, or Trust experience as well as progressively responsible and successful sales management experience. Additional banking experience in operations/client services or other LOB areas to gain broader understanding of organizational structure and workflow is preferred.
Must have demonstrated ability to balance focus on sales and exceptional client service.
Demonstrated ability to effectively manage and deliver results in a matrixed organization.
Familiarity and knowledge of technology systems.

Competencies / Skills

Drives for Results - Can be counted on to exceed goals, consistently among top performers, and focused on bottom line outcomes.
Peer Relationships - Builds trust, fosters collaboration, and maintains fairness while working with peers.
Interpersonal Savvy - Relates well to all kinds of people and maintains constructive relationships with diplomacy and tact.
Business Acumen - Understands how businesses operate, market dynamics, and competitive landscape.
Client Focus – Committed to meeting client expectations and building lasting relationships.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 04/18/2026. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accomm

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Talent Manager – Full-Time Finance & Accounting Engagement Professionals

Robert Half New York, NY Hybrid

26d ago

$66k - $79k/yr Full time Manager Accounting Business Development

Manager Accounting Business Development

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Job Description

Overview

Robert Half seeks experienced professionals to join our Full-Time Engagement Professional Talent Manager team. As a Talent Manager and a core driver of revenue within the Finance and Accounting Practice, you will lead business development and recruit qualified professionals for client projects and interim needs across corporate finance and accounting, accounting operations, shared services, tax, payroll, and audit functions. Full-Time Engagement Professionals are employed by Robert Half across a range of specializations, including accounting and finance, technology, legal, and marketing and creative. They support clients on mission-critical projects or backfill positions created by turnover or absences, applying strong technical and communication skills and industry experience to keep client operations moving forward. These professionals handle short-term projects, long-term initiatives, and recurring or seasonal work. As Robert Half employees, they receive a salary, a comprehensive benefits package, and are eligible for discretionary bonuses to maximize total annual earnings. If you are results-driven, disciplined, possess strong work ethic and excellent communication skills, and thrive in a fast-paced environment, we encourage you to connect with us.

Location

Hybrid remote in New York, NY

Business Development

Present our services to new and existing clients via video, phone, and in-person meetings.
Build and maintain client target lists to pursue new relationships and expand the current book of business.
Generate leads through professional relationships, candidate interviews, and other interactions that support sales efforts.
Develop enterprise-wide relationships with key stakeholders to showcase Robert Half’s staff augmentation and project offerings requiring accounting and finance professionals.
Collaborate with colleagues to promote the Full-Time Engagement Professionals solution to clients.
Grow the business by maintaining regular contact with clients and engaged professionals to identify additional opportunities.
Negotiate bill rates for Full-Time Engagement Professionals.
Utilize proprietary business development tools to optimize efficiency and effectiveness in outreach.
Expand your professional network through involvement with networking organizations.
Stay informed on industry trends, mergers and acquisitions activity, evolving technology, regulatory changes, and high growth market segments.

Redeployment and Bench Management

Match Full-Time Engagement Professionals with client staff augmentation or project needs.
Use pre-built searches and SFDC to identify and align Full-Time Engagement Professionals from the national practice with open Job Orders.
Leverage proprietary tools to support bench management and redeployment activities.
Partner with colleagues to promote Full-Time Engagement Professionals for deployment on current client engagements and future projects.

Recruiting

Recruit and hire highly skilled finance and accounting professionals into the national practice.
Meet weekly interview metrics aligned with skillset needs and growth goals.
Utilize proprietary recruiting technology to source high-caliber talent.
Grow your professional network through involvement with networking organizations.

Ongoing Management of Full-Time Engagement Professionals

Resolve customer service issues promptly to maintain high levels of satisfaction.
Maintain ongoing, consistent communication with engaged professionals while offering career development opportunities.
Conduct customer experience calls with clients and engagement professionals on active billing engagements to ensure expectations are met and identify additional project or staff augmentation needs.
Provide guidance, counseling, and performance feedback.
Participate in annual career discussions and merit pay reviews.

Salary and Benefits

The typical salary range for this position is $66,300.00 to $79,000.00. Compensation is negotiable based on experience and location. The role is eligible for a bonus based on achieving performance objectives.

Qualifications

Bachelor’s degree in accounting, finance, human resources or related field
CPA, CMA, MBA or other professional designation desired
2+ years of finance or accounting experience preferred
2+ years of Business Development experience in a metrics driven environment, including success in developing new business in a multi-call, multi-decision maker setting
Proven success marketing to and building trust with both C-level and manager level decision makers
Working knowledge of Windows operating system, Microsoft Office Suite, and any CRM application (Salesforce)
Excellent written and verbal communication skills
Strong work ethic and organizational skills, with a history of exceeding individual goals while contributing to a collaborative team

Top Reasons to Work for Robert Half

Exciting career opportunities with an industry leader, backed by 75 years of success and strong client relationships.
Performance driven rewards, including a competitive base salary and bonus potential, plus comprehensive benefits such as medical, vision, and dental insurance; flexible spending and health savings accounts; life and accident insurance; adoption, surrogacy and fertility assistance; paid parental leave up to six weeks; and short and long term disability. Paid time off for vacation, personal needs, and sick time. Choice Time Off up to 17 days per calendar year for new hires. Up to 11 paid holidays per year. 401(k) or eligible deferred compensation with employer matching 100% on the first 3% of eligible contributions.
Upward mobility, with more than 300 locations worldwide offering career advancement opportunities locally and beyond.
Tools for success, including world-class training, client relationship management tools, and advanced technology to aid your performance.
Respected worldwide as a recognized company on Fortune’s Most Admired Companies list since 1998 and regularly featured on Best Places to Work lists globally.
Commitment to corporate responsibility and ethics, promoting inclusion and community involvement. Learn more by reviewing Robert Half’s Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility.

Equal Employment Opportunity and Accommodation

Robert Half is committed to being an equal employment opportunity employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job opening or to apply for a position, please contact us by emailing HRSolutions@roberthalf.com or calling 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the

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Treasury Management Associate II

City National Bank New York, NY

26d ago

$87k - $139k/yr Full time 401k Account Management Associate

401k Account Management Associate

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Job Description

What is the opportunity?

This role provides proactive sales support to help clients utilize City National Bank’s cash management, foreign exchange, and commercial card solutions. You will own the onboarding, activation, and ongoing adoption of digital treasury solutions for complex clients, working with Treasury Management Sales Officers (TMSOs) to execute business priorities and enhance the client experience. Your responsibilities include acquiring new clients through targeted sales plans and advising existing clients on appropriate treasury services. You will also offer focused financial guidance and solutions to meet clients’ business goals while collaborating with the Commercial Financial Services team and colleagues across RBC Financial Group to strengthen loyalty and cultivate long term, profitable client relationships.

What will you do?

Maintain a growth mindset to maximize client acquisition, expansion, and an exceptional client experience
Serve as the single point of contact throughout the cash management end-to-end onboarding process, collaborating with TM internal partners and the relationship team, and following up with clients to ensure an outstanding experience
Assist both internal and external clients with product and implementation questions; provide or coordinate technical support for product usage and functionality; respond to client requests regarding treasury management products and services
Act as an escalation point for treasury management service issues, coordinating resolution for both internal and external clients
Provide phone and onsite sales coverage, under the direction of the TMSO, for treasury management products and services within the assigned territory; assess client needs to recommend solutions that reduce costs or improve cash flow operations, and refer clients/prospects to the appropriate channels
Assist the TMSO as a backup for onsite sales calls as schedule permits
Attend treasury management sales and product meetings and contribute as appropriate; support sales objectives aligned with division goals
Maintain positive relationships with all bank units by sharing product/service information and supporting business development and client retention efforts
May attend regional or banking office meetings to present product/service information or conduct line officer training as scheduled
Participate in special projects or task forces as requested
Stay aware of market conditions and customer buying criteria; provide current information that informs the development and delivery of treasury management services
Fully comply with Bank Operational and Credit policies, as well as regulatory requirements (for example BSA, KYC, CRA, Fair Lending Practices, Code of Conduct, etc.)
Collaborate with TMSOs to educate clients on new or emerging issues affecting their business, offering unique, valuable industry, business, or market insights
Work with TMSO to gather client insights through discovery to identify a broad range of solutions that anchor clients to RBC and increase share of wallet
Assist TMSO and Relationship Managers in developing a coordinated client contact strategy to identify and meet future client needs

What do you need to succeed?

Required Qualifications

Bachelor's Degree or equivalent
Minimum 4 years of cash management sales experience in a financial services environment
Minimum 2 years of experience in managing or supporting medium to large account relationships

Additional Qualifications

Graduation from a four-year college or university with a discipline related to the duties of the position
Knowledge of sales techniques and principles to effectively market treasury management services
Strong written and verbal communication skills
Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information to identify sales opportunities and propose actions
Ability to set priorities, objectives, and goals

What’s in it for you?

Compensation

Starting base salary: $87,027 to $138,965 per year. Exact compensation depends on skills, experience, and location. The role is eligible for bonus and/or commissions.

Benefits and Perks

Comprehensive health coverage including Medical, Dental, and Vision plans, available the first of the month after start date
Generous 401(k) with company matching
Tuition reimbursement and ongoing internal training and development opportunities
Valued Time Away with vacation, sick leave, and volunteer time
Specialized health and family planning benefits including fertility support and programs for cancer, diabetes, and musculoskeletal conditions
Career mobility support from a dedicated recruitment team
Colleague Resource Groups for networking and community engagement
Details of Benefits and Perks available for review

About Us

Since its inception, City National Bank has strived to go further than the competition to help clients, colleagues, and communities thrive. Founded in 1954 by entrepreneurs for entrepreneurs, the bank continues this legacy of integrity, community focus, and exceptional client relationships. City National is a subsidiary of Royal Bank of Canada, a leading diversified financial services company in North America. For more about City National and our culture, visit About Us.

Inclusion and Equal Opportunity Employment

City National Bank fosters an inclusive environment where diversity is valued and leveraged to strengthen the organization. We are an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law may face criminal penalties and civil liability.

This listing outlines the basic qualifications for the position. To be considered, you must meet the required qualifications. Applications are accepted on an ongoing basis until filled at careers.cnb.com. Unless explicitly stated as fully remote, reporting to a designated City National location is an essential function of the job.