- Kestra Financial (Deerfield, IL)
- …and post-meeting documentation. + Successfully partner with our back office for new account establishment, account maintenance , and compliance + Process, ... submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available + Deposit… more
- Huntington National Bank (Chicago, IL)
- …wide range of client service activities, including client onboarding and maintenance , processing account documentation, supporting and processing trades, ... and resolving complex problems with accounts + Coordinate and process account onboarding/ maintenance documentation and relevant information for accuracy and… more
- JPMorgan Chase (Chicago, IL)
- …+ Respond to customer inquiries and requests, such as balance inquiries and account maintenance , providing a positive customer experience. + Utilize automation ... technologies to optimize transaction processing and account servicing. + Refer non-standard problems to supervisor or more senior role, adhering to the protocol for… more
- Coinbase (Springfield, IL)
- …the platform. * Navigate and execute complex workflows, including analytics, account maintenance , client management, incident and escalation management, billing, ... high-touch client support. * Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues,… more
- UMB Bank (Collinsville, IL)
- …will spend your time:** * Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell ... have at least 2 years of retail banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker… more
- Woodforest National Bank (Urbana, IL)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more
- BMO Financial Group (IL)
- …to cheque and electronic transaction processing, lockbox and remote deposit processes, account maintenance and monitoring, etc. + Fosters a culture aligned ... acts as the day to day contact for vendors; supports the implementation, maintenance , and sustainment of vendor solutions. + Provides accurate and timely processing… more
- JPMorgan Chase (Chicago, IL)
- …and other staff in a timely and professional manner + Manage general account inquiries and maintenance , including but not limited to: transactions, balance, ... all department functions as needed + Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services:… more
- Robert Half Finance & Accounting (Skokie, IL)
- …+ Maintain treasury management relationships and administer banking activity including account maintenance and ensuring compliance with banking requirements. ... Requirements Job Requirements: + Possess a bachelor's degree in accounting or a related field. + Bring approximately 5-7 years of robust experience in accounting management, with a preference for candidates with a background in real estate. + Demonstrate the… more
- Huntington National Bank (Chicago, IL)
- …Educate customers on deposits, loans and provide support for any service or account maintenance issues + Strong comfort level with technology educating customers ... on how to optimize their use of bank technology (online, mobile, and ATM banking) to bank conveniently and manage their money. + Adhere to all operational, security, risk and regulatory policies and procedures. + NMLS licensing available as part of career… more