Sales Marketing Manager at Roku Inc. in New York City, NY, US

The Role And Responsibilities

The Sales Marketing Manager will help build the Roku advertising organization’s brand among marketers and agencies, ensuring that the brand is communicated consistently and effectively across all client-facing touch points. Reporting to the head of Ad Sales Marketing, the Sales Marketing Manager will be charged with developing strategies that demonstrate Roku’s leadership in video advertising to prospective & existing clients while mapping to business objectives.

As a marketing leader, you will be responsible for influencing customer conversations through strategic storytelling and actionable insights for positive growth and relationship outcomes. You will partner with cross-functional teams to lead the development of insights driven, persuasive marketing solutions Roku’s advertising products and platforms.

• Lead the sales marketing efforts by developing the Roku narrative in a digestible saleable format across all client-facing touchpoints; including general presentations, RFPs, one sheets, custom meeting decks, case studies, product and research specific tools.
• Maintain proactive ad sales collateral/media kit in collaboration with designer(s) and sales, product, & other stakeholders.
• Identify seller/client needs as they relate to sales materials and streamline regular updates to ensure collateral is accurate, up-to-date, and as compelling as possible.
• Oversee the creation of integrated proposals in response to RFP requests leveraging Roku’s solution suite.
• Leverage market expertise and research to identify opportunities to proactively drive conversation with advertisers through big idea thinking and first to market concepts.
• Turn Roku audience data into insights to support marketing stories and solution recommendations.
• Partner with product and other salable ad opportunity launches by developing the positioning & go-to market strategy.
• Work with Head of Ad Sales Marketing to build a team and scale sales marketing efforts.

Experience/Qualifications

• 6-10 years of relevant experience in ad tech, media, marketing, or a communications-related field.
• Superior storytelling talent with ability and passion for communicating with text, illustration, and video.
• Eye for design and experience in Photoshop, Illustrator, InDesign.
• Exceptional experience in building sales presentations from script to slide design in PowerPoint, Keynote, etc.
• Comfortable with numbers and highly technical concepts; demonstrable skill for translating data, statistics, and “inside baseball” into intriguing yet easily digestible content.
• Collaborative nature & track record of being an invaluable resource to sales teams.
• “No job is too big or too small” mentality -- you’re a long-term thinker & a short-term doer.
• Experience in successfully building and managing teams.

Personal Banker - Massapequa Branch in CitiBank at Massapequa, NY, US

Job description

Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 700 branches across 12 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client.

Position Summary

The Personal Banker creates and manages a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.

Position Responsibilities

• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.
• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.
• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
• Schedule periodic meetings and check-points with clients to provide value-added services.
• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.

The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.

EEO Statement

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity

Primary Location

NAM-USA-NY-Massapequa

Job Category

Sales

Schedule

Full-time

Education Level

High School Diploma/GED

Shift

Day Job

Employee Status

Regular

Travel

No

• Bachelor's degree preferred
• 3-5 years banking, retail other related sales and service experience
• Demonstrated ability to develop and execute a sales plan
• Demonstrated ability to engage in outbound sales activities and acquire new business
• Demonstrated ability to successfully deepen and retain client relationships
• Product/service knowledge; expertise in articulating product/service information to clients
• Demonstrated strong financial/business acumen
• Basic computer skills - ability to interact with clients using banking technology
• Results-oriented; self-starter
• Strong client service orientation
• Excellent verbal and written communication skills
• Ability to engage with and influence others
• Ability to think creatively to solve problems
• Organized; ability to manage time effectively and to multi-task

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Senior Manager, Capital Officer/ Relationship Manager in Capital One at New York City, NY, US

Job description

NYC 299 Park Avenue (22957), United States of America, New York, New York

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Senior Manager, Capital Officer/ Relationship Manager

Summary

Community Finance Capital Officers seek to leverage our ability to bring debt and equity investment capital to our clients, while serving as the lead marketers for our products and managing specific geographic markets. Once business is located, they lead the deal team through approval and closing of both debt and/or equity for each deal. They determine product pricing and manage resources toward agreed upon targets. They are leaders in their communities, with their broad expertise in bringing capital to bear on critical community issues. The Senior Manager, Capital Officer performs responsibilities independently, but often under the guidance or direction of more senior Capital Officers.

• Finances transactions with: Low income housing tax credits (LIHTC), tax exempt bonds, new market tax credits, funding from US Department of Housing and Urban development (HUD), including HOPE VI, HAP contracts, and public housing, and other state/local governmental financing sources.
• Under the guidance/direction of the originations manager or designee, plans portfolio growth through the development of a business plan and customer call program in alignment with departmental budget and consistent with overall Bank objectives
• Assists other account officers in their efforts to obtain new business and retain existing customer relationships for the bank
• In consultation with the originations manager or designee, performs the proper pre-qualification, structuring, pricing of all debt and proprietary investments in his/her assigned area. Presents deal proposals to originations manager or designee and credit risk manager and keeps deal team informed.
• In consultation with the originations manager or designee, negotiates both debt and equity investments related to community development transactions
• Manages (or assists in managing) national relationships with fund managers of low income tax credits
• Leads the closing of all transactions originated including working with internal and external teams to obtain final credit approval, achieving timely closing and keeping management informed
• Leads coordination with other departments for the sale and administration of all financial services to include debt, deposits, investments, derivatives, etc. within the assigned region
• Coordinates with various CF functional teams and other departments in the servicing of client relationship and in resolving any client issues that rise beyond the day to day responsibilities of Portfolio Management.
• Maintains up-to-date knowledge of competitor’s products and pricing in the market served; identifies community needs and opportunities for the bank to serve.
• Assists originations manager maintain monthly team pricing reports, resource materials, brand/marketing materials and form template documents.

General Qualifications

• Bachelor's Degree or military experience
• At least 5 years of experience in Community Finance client management, underwriting or asset management

Preferred Qualifications

• MBA or Master’s degree in Finance preferred.
• At least 8 years of specialized experience in Community Finance
• Completion of credit training program
• Strong oral and written communication, presentation and influencing skills with a high level of attention to detail.

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Job Category - Personal Banking, Customer Advocates

Mortgage Loan Officer - Distributed Sales Brooklyn / Queens in Capital One at Brooklyn, NY, US

Job description

NYC 299 Park Avenue (22957), United States of America, New York, New York

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Mortgage Loan Officer - Distributed Sales Brooklyn / Queens

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

At the end of the day, it’s about people and doing the right thing. At Capital One, we are changing banking for good and this comes to life in Mortgage through a set of close-to heart values called the “Mortgage Blueprint”. This Blueprint defines who we are and how we deliver for customers and to each other. We’re not just any Mortgage company; we deliver personalized experiences that provide confidence and peace of mind, mixed with a special touch of magic. As we build a team focused on this Blueprint, we need talent who can make the Customer’s dream their own … that’s where you come in.”

Responsibilities in this role include, but are not limited to:

Partnering with all branch touch points to achieve goals together.

Leveraging both external referral business and internal sources for maximum market share penetration.

Developing and executing a local marketing plan for external and internal business development designed to meet goals and objectives.

Delivering excellent customer service by focusing on customer needs.

Proactively market with a strong visibility in branch on a daily basis - daily huddles, sales meetings, and joint sales calls with partners.

"Quarterbacking" the mortgage lending efforts of the branch..

Educating branch staff on mortgage basics and coordinate together on the referral program.

Promoting behavior that is consistent with Capital One's visions, values and ethics.

The individual we are looking for will have extensive knowledge of underwriting systems and federal mortgage standards and regulations. This individual will possess strong analytical skills, be highly organized, and enjoy working in a fast paced environment. Key to success in this role will be the ability to build positive relationships with strategic partners. Excellent written and verbal communication skills are a must to leverage results in this role.

Who Will Love This Job

• You’re someone who always does the right thing – even if no one is watching.
• You like making things easier for customers and coworkers. If there’s a roadblock, you want to smooth it away.
• You are energized by interacting with and helping people. You know that everyone has trouble sometimes, and seek to empower and educate our customers.
• You love reading and learning about new ways of doing things. There’s always a better way.
• You’re a positive person and know how to look on the bright side.
• You bring solutions to the table not just problems. (But you aren’t afraid to point out where we’re going wrong).
• You assume positive intent when working with others. You know relationships need to be based on trust and respect.

Basic Qualifications

High School Diploma, GED or Equivalent Certification or military experience

At least 1 year of experience in residential mortgage sales originations

At least 1 year of experience in FNMA/FHLMC programs and underwriting guidelines, as well as private mortgage insurers

Preferred Qualifications

Bachelor's Degree.

At least 2 years experience working in a Bank regulated environment.

At least 2 years experience in residential mortgage sales originations.

At least 2 years experience in FNMA/FHLMC programs and underwriting guideline, as well as private mortgage insurers

An existing book of business from external sources

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act).

Job Category - Sales, Customer Advocates

Seniority Level

Entry level

Industry

• Banking
 
• Financial Services
• Investment Banking

Employment Type

Full-time

Job Functions