- Bank of America (Richmond, VA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Richmond/ Client -Services- Representative -II Preferred-Deposits 2nd-Shift--Richmond--VA\_25038257) ... Client Services Representative II - Preferred...with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult… more
- City National Bank (Richmond, VA)
- …duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses ... and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and… more
- First Horizon Bank (Rocky Mount, VA)
- …of staff. + Assist in conducting meetings to promote sales, product knowledge and client service **Compliance and risk management** + Expected compliance with ... and promptly resolve client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service needs. + Responsible… more
- First Horizon Bank (Onancock, VA)
- …banking environment. Often serving as the first point of contact to the client , may have responsibility for recommending bank products or referring clients ... to other areas of the Bank . Develop and retain long-term and profitable ...client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service… more
- Truist (Lynchburg, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Portsmouth, VA)
- …school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or ... and thorough proper handling of all monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained… more
- Truist (Falls Church, VA)
- …education 2. Proven and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and communication skills, including a ... in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing knowledge to...under established guidelines 6. Demonstrated ability to deliver excellent client service and provide team support 7.… more
- Truist (Midlothian, VA)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... service lines. 2. Contributes to meeting or exceeding client service as well as individual and...in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge… more
- Truist (Oakton, VA)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Mclean, VA)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the… more