- JPMorgan Chase (Miami, FL)
- …to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to ... region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance.… more
- Wells Fargo (San Francisco, CA)
- …with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service , and risk management. + Independently communicate with ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust...Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as… more
- Pioneer Bank (Hudson, NY)
- …deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in ... commercial relationship management, sales, service , and correspondence. Represents Pioneer within the business community with integrity, charisma, and… more
- UMB Bank (Kansas City, MO)
- …fieldwork, and reporting phases of audits within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. ... audits, review and evaluation of documented workpapers, and effective communication with the client and audit team during all phases of the audit. + Lead multiple… more
- First Horizon Bank (Alcoa, TN)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (St. Petersburg, FL)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... immediate area. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (Asheboro, NC)
- …needs and "handing off" the processing of these applications to the appropriate associate . Client experience + Research and resolve problems and respond to ... - 5pm **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- First Horizon Bank (Rocky Mount, VA)
- …needs and "handing off" the processing of these applications to the appropriate associate . ** Client experience** + Research and resolve problems and respond to ... 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Regions Bank (Tampa, FL)
- …in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client ... Responsibilities** + Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client … more
- First Horizon Bank (Maryville, TN)
- …pressure and meet deadlines, while maintaining a positive attitude and providing exemplary client service . + Must have ability to manage multiple processes and ... Service Level Agreements are maintained. + Manages escalated client issues that are not resolved at the agent...the agent level. + Measures timeliness and effectiveness of associate actions and communications (written and verbal). + Coordinates… more