- KeyBank (Mason, OH)
- …to work at all area branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Financial Wellness Consultant (FWC) is a Banker who also...during the transaction to deepen and expand the client relationship . + Opening personal and business accounts (consumer checking,… more
- KeyBank (Mansfield, OH)
- …to work at all area branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- Edward Jones (Portsmouth, OH)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... **Would you call yourself a relationship builder, a problem solver or a critical...see them coming a mile away. You and your financial advisor are essential in working together… more
- Edward Jones (Aurora, OH)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... **Would you call yourself a relationship builder, a problem solver or a critical...see them coming a mile away. You and your financial advisor are essential in working together… more
- JPMorgan Chase (Columbus, OH)
- …improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation ... and operating models. You will leverage your expertise in business and digital transformation, robotic process automation (RPA), and artificial intelligence tools to… more
- KeyBank (Sandusky, OH)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... Ohio 44870 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Canton, OH)
- …Avenue SW - Canton, Ohio 44707 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- KeyBank (Toledo, OH)
- …Secor Road - Toledo, Ohio 43606 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- TTEC (Columbus, OH)
- …expertise in the modern customer experience outsourcing incorporating digital transformation solutions such as consulting, conversational AI, RPA/automation, ... delivered by TTEC's services + Act as a trusted advisor to client prospects by demonstrating a deep understanding...a steward for good business and grow the client relationship by ensuring flawless execution + Consistent execution of… more
- SHI (Columbus, OH)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... and goals. + Develop and maintain strong, long-lasting strategic and trusted advisor relationships with current and new customers and partner contacts. + Understand… more