- City National Bank (New York, NY)
- …Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an ... of product solutions to client needs. Provides responsive quality service . Approves transactions within delegated authority. Manages overall relationship… more
- Bank of America (Brooklyn, NY)
- …In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending ... policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end… more
- TD Bank (New York, NY)
- …monitoring across multiple consumer lending and servicing business lines, including Mortgage Servicing (performing only), the Fair Credit Reporting Act (FCRA) Center ... in a complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the… more
- Citigroup (New York, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... + 1-3 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client … more
- Citigroup (Queens, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... + 2-4 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client … more
- Bank of America (New York, NY)
- …Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** ... Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager… more
- TD Bank (New York, NY)
- …the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers (WMLO) and the Wealth Lending Advisors (WLA) support the ... lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc and… more