- First Horizon Bank (Plano, TX)
- … client /prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal /retail consumer needs and ... and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Zions Bancorporation (Austin, TX)
- …with laws, regulations, and bank policies and procedures. + Resolve client concerns through direct personal action or referral to alternative branch ... individual to join our team as a **Branch Relationship Banker ( Personal Banker )** at our... bank 's security policies while maintaining confidentiality of bank records and client information. + Meet… more
- Truist (Dallas, TX)
- …Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist ... job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Truist (Dallas, TX)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies ... the following job description:** Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of… more
- Truist (Houston, TX)
- …the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients ... & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- Bank of America (Fort Worth, TX)
- Financial Services Representative - Retirement and Benefits-Bilingual Spanish Fort Worth, Texas **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Financial-Services- Representative Retirement-and-Benefits\_25032540) **Job Description:** Merrill Wealth Management is a… more
- Mass Markets (Killeen, TX)
- …as a trusted partner in the industry. We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services ... communities. In this role you will work directly with bank customers providing product and account information, resolving customer...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW BANK CUSTOMER SERVICE REPRESENTATIVE We are looking for Customer Service Representatives to support inbound customer service, help desk, and ... ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Mass Markets (Killeen, TX)
- …DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each ... through problems solving and effective call handling + Follow the processes of the Client program and perform all tasks in a courteous and professional manner +… more
- First Horizon Bank (Houston, TX)
- …professional manner. Monitor and train the teller staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all ... the dual control vault responsibilities. + Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority.… more
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