- Mass Markets (Dallas, TX)
- POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer service ... 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
- Lincoln Financial (Austin, TX)
- …Role at a Glance** We are excited to bring on a **Customer Service Representative ** to join our fast paced, high volume Annuity Contact Center team supporting our ... grow in this fast-paced environment. As a Customer Service Representative , you will serve as the first point of...School Diploma or GED. + 2-3 Years of general client service experience that directly aligns with the specific… more
- Principal Financial Group (Addison, TX)
- …office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. ... **What You'll Do** We are looking for a **Sales Representative ** in our Group Benefits area. In this role,...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… 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
- First Horizon Bank (Dallas, TX)
- …products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic ... will be responsible for: + Aligning solutions to meet client needs + Assessing Marketplace competitiveness + Pricing and...execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution +… more
- HUB International (Irving, TX)
- …Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. **Why Choose HUB?** Throughout our network of more than 500 ... testing may be required + Experience working with community bank bond / D&O / property and casualty insurance...matching + 10 paid Holidays + Floating Holidays and Personal days + Accrue Vacation and Sick time from… more
- Truist (Arlington, TX)
- …business care, card, loan servicing). 3. Utilize a consultative approach to resolve client issues through educating the clients of bank products and services. ... all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure...4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk… more
- Santander US (Dallas, TX)
- CIB Client Lifecycle Management - KYC Team Lead, Vice President Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment...Talk to You!** **The Difference You Make:** The VP, Client Lifecycle Management is responsible for the overall success… more
- Truist (Arlington, TX)
- …business care, card, loan servicing). 4. Implement a consultative approach to address client concerns by educating clients on bank products and services. ... to utilizing all available tools and resources to create a differentiated client experience. Track all unresolved issues accurately to ensure timely follow up… more
- Truist (Houston, TX)
- …the Truth in Lending Act 6. Proven success in the acquisition of new personal client relationships. 7. Demonstrated experience and success in meeting sales ... law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and… more