- PNC (Tomball, TX)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch ... an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,...relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners… more
- Woodforest National Bank (The Woodlands, TX)
- …Woodforest branch management with at least 1 year in the role (Assistant Branch Manager or above). * Knowledge of principles and processes for providing ... ability to train existing clients on the WNB Treasury Manager (our online service ). . Partners with...services industry with some experience handling business or commercial client accounts required, OR a bachelor's degree in business,… more
- Allied Universal (Houston, TX)
- …for administering counseling or disciplinary actions that have been initiated by Branch Manager and/or Corporate HR Director; Field Supervisor may not ... emergencies as they arise, including ensuring appropriate communication to Operations and/or Branch Manager **QUALIFICATIONS (MUST HAVE):** + High school diploma… more
- Allied Universal (Houston, TX)
- …scheduling activity report (SAR) weekly to avoid payroll and invoicing errors + Manage client guard tour systems + Facilitate service issue action plans as ... Area Director (AD) is responsible for the day-to-day operational management of an assigned client portfolio. The Area Director will act as the primary client … more
- PNC (San Antonio, TX)
- …clear communication skills, transaction handling and problem resolution processes. Assists the Branch Manager in performance management and new hire selection ... to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
- Bank of America (Waco, TX)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- Atria Wealth Solutions (Fort Worth, TX)
- …the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial ... keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives… more
- PNC (Mcallen, TX)
- …a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment ... the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their… more
- Raymond James Financial, Inc. (Dallas, TX)
- …skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor ... and required production. + Provides a high level of client service . + Manages the full scope...mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required… more
- BrightView (Haltom City, TX)
- …report back to Production Manager + Assist in resolving issues with customer service when needed + Ensure work is performed safely and in accordance with company ... policies + Communicate regularly with Production Manager to ensure client needs and expectations...identify more efficient ways to perform work + Coordinate service execution with Production Manager + Oversee… more
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