- Bank of America (Dallas, TX)
- …oil & gas, private businesses. Partners closely with Private Bank relationship/ client managers in proactive client service and sales activities ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Senior-Division-Order Land-Title-Analyst-SAM-Associate-II\_25046613-2) **Job Description:** At Bank of America, we are guided by a common… more
- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 6 years experience in client service , banking operations or relationship management support required. * ... ongoing business and operational needs. As the operational expert for the client , the Account Officer/Manager is positioned to proactively execute on the concepts… more
- Regions Bank (Hoover, AL)
- …Understands the client 's needs and identify opportunities to improve and resolve client service issues related to the extension of commercial credit + Serves ... documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties. **Primary...in a problem solving capacity by providing client service for loan products + Addresses… more
- KeyBank (Seattle, WA)
- …with Sales Leader, Regional Trust Director and local team members on pricing, client service , compliance and litigation issues, as needed and appropriate. + ... their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local...any other banking, lending or insurance needs. + Assess client revenue opportunity based on complexity and service… more
- KeyBank (Brooklyn, OH)
- …to meet deadlines **PREFERRED QUALIFICATIONS** + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards + Retains and deepens… more
- MUFG (Tampa, FL)
- …and timely manner through the periodic auditing of functional assignments. Supports client service research cases and inquiries to ensure timely, professional, ... 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...unit consistently provides the highest possible level of customer service to both internal and external Bank … more
- City National Bank (New York, NY)
- …as needed. * Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations ... and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending… more
- Truist (St. Petersburg, FL)
- …general banking inquiries, processing of financial service requests and provide client problem resolution while adhering to Bank policies and procedures. ... Bank 's complaint monitoring process. + Ensure confidentiality of client information and minimize risk by following Bank...School diploma or equivalent + Three (3) years of client service and operational experience in financial… more
- KeyBank (Brooklyn, OH)
- …Line of Business, supporting multiple production offices. Responsible for providing superior client service to both internal and external clients while ... maintaining risk management, compliance, bank policies and regulatory requirements as well as internal...requirements. Proactively identifies and assists in resolving issues affecting client service and risk management + Provides… more
- City National Bank (Wilmington, DE)
- …and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague ... submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative… more