- BMO Financial Group (Greenwood Village, CO)
- …Denver, Colorado** . Guides, directs, and coaches employees to **deliver exceptional service to BMO customers and prospects.** Understands the needs of BMO customers ... or prospects to provide sales and service in the best interests of the customer. Advises...ability to attract, develop, and retain top Premier Relationship Manager talent. + Improves team performance, recognizes and rewards… more
- PNC (Phoenix, AZ)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch ... an investment and insurance book of business. Owns the client experience, efficiently handling sales and service ,...relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners… more
- Allied Universal (Dallas, TX)
- …for administering counseling or disciplinary actions that have been initiated by Branch Manager and/or Corporate HR Director; Field Supervisor may not ... acknowledgements or other documents, and returning such documents to Branch or Corporate office + Respond to client...they arise, including ensuring appropriate communication to Operations and/or Branch Manager + In the event of… more
- Columbia Bank (Renton, WA)
- …- Float play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager , various Branch Managers ... proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. + Continuously deepens knowledge of Columbia… more
- Banc of California (Dana Point, CA)
- …escalate is required + Ability to take on some operational responsibility. + Ability to model client service and ability to service client needs to ... Customer Relationship Officers create a positive team environment in Branch Banking by modeling excellent customer service ,...YOU'LL MAKE A DIFFERENCE** + Provide support to the Branch Operations Manager with Teller support relative… more
- KeyBank (Portland, OR)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for...policies to stay current on offerings + Support the Branch Manager in onboarding and training of… more
- Raymond James Financial, Inc. (Southfield, MI)
- … branch office locations not currently staffed eith a licensed and qualified branch manager to ensure adherence to firm and regulatory policies and ... associates regarding policy and regulatory changes. Assists HO Branch manager in managing complicated and/or escalated...dispute resolution items as needed. * Perform reviews of client accounts and documents submitted by the branch… more
- City National Bank (Des Moines, IA)
- …NEED TO SUCCEED? *Required Qualifications** * Minimum 5 years' experience in client service , banking operations or banking relationship management support ... etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the… more
- Aston Carter (Bolingbrook, IL)
- …day operations and general accounting and administrative activities independently -Work with the Branch , Account Manager and Field Supervisor in the execution of ... -3+ years of experience in an administrative or office manager capacity -3+ years of experience using MS Office...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- Huntington National Bank (Fort Mitchell, KY)
- Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day ... problems with accounts. + Works directly with the client and/or relationship manager to obtain financial...an effective rapport with clients and Huntington personnel, including branch colleagues. + Services customers by providing detailed… more
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