- Bank of America (Chandler, AZ)
- …product, and service transaction leveraging available tools **Skills:** + Attention to Detail + Client Solutions Advisory + Customer and Client Focus + ... goals, and pairing new solutions and services to meet client needs. **Responsibilities:** + Works with clients to build...financial industry. + Experience working in a call center . + Experience in telephone sales. + Experience in… more
- Stony Brook University (Stony Brook, NY)
- …and monitoring internal fiscal control systems, and adhering to SBDC Lead Center Office financial guidelines. Interact with and provide information for ... Director, Small Business Development Center **Required Qualifications (as evidenced by an attached...sector companies. Five (5) years of full-time strategic planning, financial planning and/or budgeting experience. Experience liaising with New… more
- Bank of America (Richmond, VA)
- … financial lives + Fully understands how life events can impact a client 's financial situation and is prepared to actively advise solutions and ... are guided by a common purpose to help make financial lives better through the power of every connection....+ Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and… more
- Bank of America (Phoenix, AZ)
- … financial controls **Required Qualifications:** + 1+ years of customer/ client service experience, including experience handling difficult client situations ... + Fully understands how life events can impact a client 's financial situation and is prepared to...+ Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and… more
- Shuvel Digital (Millington, TN)
- Greetings! Deloitte is a leading global provider of audit and assurance, consulting, financial advisory , risk advisory , tax, and related services. Deloitte ... people in more than 150 countries and territories. Our client is seeking an HR IT Call Center Agent-51836-Onsite. You seem to have a rock-solid profile and… more
- Bank of America (Rio Rancho, NM)
- …Experience in the banking/ financial industry + Experience working in a call center + Experience in telephone sales **Skills:** + Attention to Detail + Client ... Call Center Telephone Banker- Rio Rancho, NM (1st &...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Aegon Asset Management (FL)
- …visit transamerica.com . Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more ... than a century ago, we were among the first financial services companies in America to serve everyday people...increase participant deferral rates, etc.). + Develop and manage client relationships from an educational perspective; build and foster… more
- NTT America, Inc. (NY)
- …contribute to brand elevation via participation in industry forums, panels, and client advisory boards. **Required Qualifications** + **15+ years of experience** ... We are currently seeking a Specialty Seller BPO, Contact Center (Remote) US to join our team in New York,...alliance partners** . + Build strong executive-level relationships with client stakeholders, including CFOs, COOs, and Heads of Operations.… more
- Western Washington University (Poulsbo, WA)
- …the development of business plans, management issues, marketing, organizational structure, and financial analyses. - Manage and submit client activity reports in ... Kitsap Center Director Apply now (https://secure.dc4.pageuppeople.com/apply/793/gateway/default.aspx?c=apply&lJobID=502590&lJobSourceTypeID=796&sLanguage=en-us) Work type: Permanent… more
- Bank of America (Pennington, NJ)
- …+ Series 7, and 66 or equivalent (required) + Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more