- 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
- Scotiabank (New York, NY)
- …to expand the Prime Brokerage platform. + Serve as the primary point of contact for clients, ensuring delivery of best-in-class service and solutions. _Sales & ... Revenue Generation_ + Responsible for client balances and revenue targets, in addition to ...Direct day-to-day activities in a manner consistent with the Bank 's risk culture and the relevant risk appetite statement… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- MyFlorida (Tarpon Springs, FL)
- …of Health Working Title: SENIOR CLERK - 64057286 Pay Plan: Career Service Position Number: 64057286 Salary: 34,760.00 Posting Closing Date: 01/19/2026 Total ... admitting/eligibility department and also perform cashier duties. This position involves regular contact with a diverse population both in person and over the phone… more
- Zions Bancorporation (San Francisco, CA)
- …with sponsors and non-sponsors. + **Manage Relationships:** Expand and deepen client relationships, ensuring exceptional service and satisfaction. + **Monitor ... Associates at California Bank & Trust work in a relationship-centered culture...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW ENTRY-LEVEL FINANCIAL SERVICES AGENT (FULL-TIME) We are hiring customer service agents to support inbound and outbound customer service ... professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities. In this role you will… more
- CIBC (Austin, TX)
- …investment and wealth advisory services + A collaborative mindset to deliver seamless client service + Strong financial acumen and relationship management skills ... We're building a relationship-oriented bank for the modern world. We need talented,...**Employment Type** Regular **Weekly Hours** 40 **Skills** Business Development, Client Service , Customer Experience (CX), Ensure Compliance,… more
- Zions Bancorporation (Austin, TX)
- …services. + Proven ability to build relationships, negotiate, and deliver exceptional client service . + Excellent communication skills and proficiency with PC ... At Amegy Bank , people and culture are at the heart...a portfolio of existing Business Banking clients, ensuring exceptional service and long-term retention. + Source new business through… more
- JPMorgan Chase (Los Angeles, CA)
- …Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. ... a primary benefit of being a JP Morgan Private Client , marking the initial engagement of bank -only...financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial… more
- BMO Financial Group (San Francisco, CA)
- …* Maintain appropriate contact with clients and beneficiaries through regular contact to service needs effectively, mitigate risks, and deepen existing ... BMO Bank NA is a leading financial institution dedicated...and relationship-building skills. * Proven ability to manage complex client relationships and deliver exceptional service . *… more
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