- AON (Fort Washington, PA)
- …(Liberty Mutual), and Medicare Supplement (Transamerica). Your responsibilities will include managing complex client matters in collaboration with the Legal, ... (Liberty Mutual), and Medicare Supplement (Transamerica). Your responsibilities will include managing complex client matters in collaboration with the Legal,… more
- KeyBank (Sewickley, PA)
- …complex client servicing issues. + Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions ... **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for… more
- Citigroup (New York, NY)
- …requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets. + Partner with Citi Wealth Integrated Client ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and...competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- Cognizant (Dallas, TX)
- …with other business units and partner with account teams while managing to client expectations and growth strategies. + Communication - Demonstrated ... excellence, high customer satisfaction scores, meeting margin commitments, opportunities to partner on solutions, expanded presence at the client , referrals,… more
- JPMorgan Chase (New York, NY)
- …and general client requests). You will also assume responsibility for managing internal processes for deal execution, internal approvals and business aspects of ... client requests. The Analyst will also assist with managing internal processes related to deal execution, internal approvals,...by ensuring a high level of customer satisfaction. + Partner with internal teams on the client … more
- Cushman & Wakefield (Olympia, WA)
- …business reviews, delivering strategic recommendations, performance insights, and organizational alignment. + Partner with a Fortune 5 client operating in a ... the account P&L, ensuring profitability, cost optimization, and long-term financial performance. Given high-profile nature of client ,...in directly leading and managing teams, and managing people-managers + Client , P&L and contract… more
- BMO Financial Group (Newport Beach, CA)
- …Treasury Consultant, you will serve as a senior sales advisor responsible for managing a portfolio of commercial clients and prospects, driving revenue growth, and ... consultative selling, and collaboration across internal teams to ensure an exceptional client experience. **Key Responsibilities:** + Manage and grow a portfolio of… more
- Fifth Third Bank, NA (Rosemont, IL)
- …skills, commercial playbook principals and call reporting plans to enhance the client experience Credit Excellence + Analyze the financial information provided ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more
- PNC (Columbus, OH)
- …management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. May assist ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis,… more
- JPMorgan Chase (Elk Grove Village, IL)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management ... you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as...Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with… more