- Zions Bancorporation (Fresno, CA)
- Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Citigroup (Bronx, NY)
- …digital and self- service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high...security of client and ...security of client and bank assets + Ensure all client needs… more
- KeyBank (NY)
- … client run-off. + Responsible for various operational tasks while acting as a bank advocate and advisor to the client . + Manage all administrative tasks ... of assigned clients within set interval periods to address service or business-related needs. + Promote and cross-market products...client portfolio to ensure all clients are within bank compliance. + Embrace a virtual team model and… more
- PNC (Raleigh, NC)
- …relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client ... of ways to create value for PNC and the client . Specialty Industry teams augment PNC's core local coverage...and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry.… more
- Scotiabank (New York, NY)
- …drives a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + ... with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do...confidence to drive team priorities + Knowledge of the Bank 's application systems and their relationships within the … more
- Matter Family Office (Denver, CO)
- …vendors, bank representatives, accountants, etc. + Manage payroll for client 's household employees, entity employees, and independent contractors. + Prepare and ... focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family… more
- Santander US (Brooklyn, NY)
- …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... an effort to achieve sales results and long term client satisfaction. + Achieve and exceed both individual and...a quarterly basis. + Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the… more
- Santander US (Newark, NJ)
- …Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with ... compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. * Achieve and… more
- Mass Markets (Savannah, GA)
- …RESPONSIBILITIES WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO? This position supports customer service for bank customers. This role requires you to interact with ... POSITION OVERVIEW FINANCIAL SERVICES REPRESENTATIVE (FULL-TIME) We are hiring customer service representative to support inbound and outbound customer service … more
- Dickinson Financial Corporation (Kansas City, MO)
- …maintenance of network component inventory, and related documentation. + Protect all client and bank information confidentially and follow all company policies. ... training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at...to 50 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal… more