- Citigroup (New York, NY)
- …the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster ... referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover… more
- TD Bank (New York, NY)
- …for Global Business Services** **Identifies, documents, investigates and resolves service delivery issues** **Manages relationships with the client, and other ... regulators, external groups (legal firms, accountants etc.), suppliers on operating and service delivery issues relative to the specific area of functional expertise… more
- CoStar Realty Information, Inc. (NY)
- …build lasting careers. + **Cutting-Edge Advantage:** Sell CoStar Lender, a best-in-class service with premium content, technology and support. You can be proud of ... selling this service to clients and prospects who value a premium...sets with commercially available data sets. + Familiar with banking regulations and the regulatory framework in the US… more
- Bank of America (East Setauket, NY)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Bank of America (Freeport, NY)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- TD Bank (New York, NY)
- …preferred for publishing analysts and associates + 5+ years related experience ** Customer Accountabilities:** + Works closely with the sales and trading group to ... generates profits from producing and sharing regular research publications + Provides service to clients (internal and external) in the form of information,… more
- Citigroup (New York, NY)
- …the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster ... referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover… more
- Bank of America (Brooklyn, NY)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- American Express (New York, NY)
- …Card Members. + Build strong relationships with Card Members, delivering outstanding customer service in every interaction. + Effectively navigate multiple tools ... lounge space is clean and presentable. + Greet and assist guests, providing excellent customer service and answering their questions. + Lift bags or other… more
- Capital One (New York, NY)
- …**Overview:** At Capital One, we are creating trustworthy and reliable AI systems, changing banking for good. For years, Capital One has been leading the industry in ... using machine learning to create real-time, intelligent, automated customer experiences. From informing customers about unusual charges to answering their questions… more