- Citigroup (New York, NY)
- …Responsible to create a service model that is aligned to Citi Private Bank and Citigold/Citi Private Client channels. Work closely with partners to ensure ... activities across North and Latin America for Citi Private Bank and Citigold / Citi Private Client ...and advisors to create a best-in-class execution, advisory and service model + Manage service levels, streamline… more
- Citigroup (San Francisco, CA)
- …the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank . + Direct contact for CPWM Senior Management for market results ... between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between...all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and… more
- BMO Financial Group (Indianapolis, IN)
- …lending decisions and processes for the bank . Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This ... role** + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank ...us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept… 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
- PNC (Pittsburgh, PA)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Helps ... Helps develop and execute strategies for proactively sourcing new relationships for the bank . Serves as point of communication and contact with existing clients… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well… more
- BMO Financial Group (Irving, TX)
- …the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies. + Provides research and data to the sales team to support… more
- Zions Bancorporation (Portland, OR)
- At the Commerce Bank of Oregon, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as ... of Depository products and services to businesses with an emphasis on client relationship development, sales, and service . Responsible for providing industry… more
- Insight Global (Springfield, PA)
- …to their client 's goals. The role will serve as the central point of contact , responsible for providing client service & developing the relationship to ... pro-active contacts * Serves as the primary point of contact for Wealth client relationships; manages all... client relationships; manages all aspects of the client 's relationships with Bank and refers to… more
- Banc of California (Irvine, CA)
- …or interim manager when needed is required + Manages high quality and friendly client service and adherence to brand standards; excels in abiity to identify ... also be responsible for quality control assignments, promoting the Bank 's services, and supports the daily service ...to clients based on their financial goals; ability to service client needs to completion is required… more
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