- UMB Bank (Austin, TX)
- …and client service skills required + Ability to provide unparallelled customer experience to externa clients andid internal associates + CFA, CIMA, QPFC, CFP ... The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary… more
- Banc of California (Austin, TX)
- …on-the-job training; however, the candidate should be a "self-starter". + Championing Customer Needs: Provides timely and professional service to both internal ... BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of… more
- Citigroup (Irving, TX)
- …of the Role:** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, transaction… more
- Capital One (Plano, TX)
- …setting, while proactively engaging clients and prospects. + Efficiently navigate customer relationship management software, as well as other relevant applications ... management, operating cash flow, and business financial statements. + Assesses customer needs and recommends alternative products or solutions through defined sales… more
- Kemper (Garland, TX)
- …of prior experience in sales preferred, but not required. + 1 year of customer service experience preferred, but not required. + Insurance sales experience ... one of our local offices, you will provide outstanding service and show our customers the value of Kemper....community while attending to their insurance needs. + Engages customer via inbound and outbound telephone calls to assess… more
- Truist (Dallas, TX)
- …to ensure customer satisfaction by delivering excellence in products and service 14. Ability to work and communicate with peers, vendors, internal staff, ... implementation of observability, monitoring, and telemetry capabilities within a regulated banking environment. This role is critical to ensuring the resilience,… more
- Bank OZK (Dallas, TX)
- …Knowledge, Skills & Abilities + Knowledge of the community and commercial banking market, including customer needs, competitive landscape, and regulatory ... on a legacy of more than 120 years in banking , Bank OZK is much more than just a...leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to… more
- Ally (Austin, TX)
- …a customer -centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly ... Director is a key leader within the Financial Crimes team supporting Consumer Banking , focusing on the development and implementation of robust fraud prevention. In… more
- Bank of America (Fort Worth, TX)
- …with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service + Navigates multiple systems to migrate clients to on-line and ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- PNC (Dallas, TX)
- …and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer ... business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of… more