. Proficiency with Truist bank operating system inclusive of AFS Vision and other Wholesale applications (i.e. Salesforce, nCino...
, AI tools, Salesforce Located near a major airport and willing to travel regionally with occasional overnight stays...
, AI tools, Salesforce Located near a major airport and willing to travel regionally with occasional overnight stays...
, AI tools, Salesforce Located near a major airport and willing to travel regionally with occasional overnight stays...
, and lead information in Salesforce or other CRM systems Collaborate with sales team members and other departments to ensure... systems;Salesforce experience required Critical Thinking & Problem Solving - inductive and deductive reasoning, analysis...
in Business or related field, or equivalent education and related training 2. Proficiency with CRM such as Salesforce 3. 10...
of email correspondence, quotes, and order requests. Track customer interactions and opportunities using CRM tools (Salesforce experience...) and Salesforce preferred. Proven ability to stay organized, multitask, and manage priorities in a fast-paced, email-heavy...
and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events...
required Proficient in CRM tools (e.g., Salesforce, Microsoft Dynamic, HubSpot) and Microsoft Excel/PowerPoint Excellent verbal...
Bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, nCino) #Norfolk...