- Bank of America (Brooklyn, NY)
- …client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and ... of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or… more
- Bank of America (Chandler, AZ)
- …**Required Qualifications:** + 1+ year of customer facing and/or customer contact center experience + Has a strongrelationship-deepeningand client care mentality ... is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and...vibrant and vital. **Skills:** + Attention to Detail + Client Solutions Advisory + Customer and … more
- KeyBank (Columbus, OH)
- …banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client ... to recommend banking, borrowing and investment solutions. + Engages and coordinates the extended advisory team based on client needs. Acts as a client … more
- Truist (Miami, FL)
- …CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through ... Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client...deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- AC Disaster Consulting (Tallahassee, FL)
- …recovery programs from the ground up. The successful candidate will possess strong business development skills, a client -focused mindset, and the ability to lead ... and operation of Disaster Recovery Centers, managing logistics, personnel, and client -facing services for disaster survivors. + Drive business development… more
- Bank of America (Plano, TX)
- … care **Required Qualifications:** + Has 1+ year sales, mortgage and contact center experience + Has a strongrelationship-deepeningand client care mentality + ... inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining...to identify opportunities **Skills:** + Attention to Detail + Client Solutions Advisory + Customer and … more
- US Bank (Westminster, CO)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable for the… more
- Citigroup (New York, NY)
- …the client implementation process for seamless client onboarding . Communicating client feedback to the Spring by Citi business team to shape product ... become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization...with the world's leading companies and be front and center in developing a world-class business with… more
- Amazon (Arlington, VA)
- …with customers, partners and internal AWS teams to deliver Cloud Value Advisory expertise, business value case development, and Cloud Financial Management ... be deeply familiar with legacy IT environments, with data center economics including data center migration and...partners and internal AWS teams to deliver cloud value advisory expertise, business value case development, and… more
- KeyBank (Cleveland, OH)
- …on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with ... effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing… more