- JPMorgan Chase (Charlotte, NC)
- Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external ... the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial...an effort to continuously adapt to the ever-changing commercial banking landscape * Ensures teams proactively consult with clients… more
- Banc of California (Durham, NC)
- …and overall business success. Provide direction, leadership and motivation to ensure the Client Services Team achieves service and operational goals. ... Responsible for all aspects of management and supervision of Client Services staff in accordance with the...interactions and feedback collection. + Implement strategies to enhance client service delivery and ensure client… more
- Truist (Charlotte, NC)
- …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
- First Horizon Bank (Greensboro, NC)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...management, retail brokerage, capital markets, fixed income, and mortgage banking services . First Horizon has been recognized… more
- JPMorgan Chase (Charlotte, NC)
- …Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + ... of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a...deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services… more
- JPMorgan Chase (Charlotte, NC)
- …and enhancing the client experience as they transition to the Chase banking platform. You will utilize your advanced risk management skills to maintain the ... and be accountable for the quality and professionalism of service delivery within your area of responsibility. **Job responsibilities**...Proven leadership and team management skills in a financial services environment, with a focus on client … more
- Truist (Whiteville, NC)
- …empowerment to approve transactions up to $10,000. 2. Deliver care through exceptional client service and distinctive client experiences while providing ... concerns by educating clients on bank products and services . Identify opportunities for banking solutions to...client needs. 5. Educate and inform clients about self- service options available through various technologies to enhance their… more
- US Bank (Charlotte, NC)
- …and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services . ... requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their… more
- JPMorgan Chase (Charlotte, NC)
- Join JPMorganChase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. ... meaningful impact in the world of finance. As a Client Onboarding Vice President within JPMorganChase, you will be...both new and existing clients transitioning to the Chase banking platform. You will leverage your advanced understanding of… more
- Truist (Charlotte, NC)
- …and provides input on the vision, strategic direction and execution of Wholesale services and continuous improvement of the client experience. The Team Leader ... products and solutions, managing capacity needs, meeting, or exceeding established service levels, and driving client satisfaction. 11. Demonstrated ability… more
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