- City National Bank (Los Angeles, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- City National Bank (New York, NY)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community… more
- City National Bank (Washington, DC)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- City National Bank (Westlake Village, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... Banking and other divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- Columbia Bank (Priest River, ID)
- …Frequently services complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business ... consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Acts as back up to… more
- Bank of America (Chandler, AZ)
- …Description:** **National Financial Solutions Advisor** **- Development Program** **:** At ** Bank of America** , we're creating real, meaningful relationships with ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate… more
- Bank of America (Houston, TX)
- …to the individual client 's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with ... age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Advisor-Development-Program-Financial-Solutions-Advisor-Trainee-Centralized--Houston--Texas\_25039429) **Job Description:** At Bank of America, we're creating real,… more
- FirstBank PR (San Juan, PR)
- …diligence, onboarding, sales, and cross-selling processes, helping to deliver a seamless client experience. Additionally, the Specialist helps maintain and grow ... deliver on our promise of excellence in personalized customer service . Our more than 3,100 employees in Puerto Rico,...by acting as a friendly, knowledgeable liaison between the Bank and its clients. Manage client files… more
- Citigroup (Miami, FL)
- …target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client /firm by complying with relevant policies, procedures, and… more
- Columbia Bank (Denver, CO)
- …work environment. Ensure all team related goals related to operational excellence and client service are met or exceeded. Work collaboratively with multiple ... service , and compliance standards across multiple asset and client types.Processing activities include cash transfers, asset transfers, rollovers,… more