- KeyBank (Lehighton, PA)
- …East - Lehighton, Pennsylvania 18235 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...through proactive calling efforts. As part of the branch team , the Personal Banker will work toward attracting new… more
- First Horizon Bank (Orlando, FL)
- …middle market, and commercial real estate segments + Acts as a financial advisor by educating the client about financial strategies (eg Financial planning, ... models at time of new/renew requests + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit... client profile and financial plan, and matching client needs with appropriate products and services .… more
- Capgemini (Atlanta, GA)
- …thinking, relationship management, team leadership, and subject matter depth in customer service and service operations. In this role you will play a key ... ROLE** As a Managing Consultant in the Enterprise Transformation team , you will lead strategic initiatives that reshape how...role in: . Serve as a trusted advisor to client executives, shaping strategic roadmaps… more
- Vanguard (Scottsdale, AZ)
- …for building deep relationships with small-market External Sales Executives, Financial Advisor Services (FAS) Sales Executives, and an outsourcing vendor. ... On the Vanguard Retirement Plan Access (VRPA) team we have a wonderful opportunity for you...client and prospect awareness of Vanguard's products and services . Lead conference calls and virtual meetings with clients… more
- UMB Bank (Plano, TX)
- …businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management ... the group is to earn the title of trusted advisor and help these companies grow and prosper in...+ Serve as the primary link for all financial services to the individual Business Banking client … more
- AECOM (Novi, MI)
- …by promoting AECOM's values both internally and externally * Experience in client prepositioning activities, team (internal and external partners) and proposal ... be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to...and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital… more
- WTW (Houston, TX)
- …areas of their Employee Value Proposition and Total Rewards + Overseeing a large global team in executing on a client 's strategy + Providing guidance to our ... accounts + Serve as senior international strategist on global client assignments + Establish a trusted advisor ...quality deliverables on time and within budget. + Strong client relationship, interpersonal and team skills. +… more
- Citizens (New York, NY)
- …skills + Strong written and verbal communication and negotiation skills + Focused on client experience/ customer service + Flexible change agent able to lead and ... Description We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team ...requests and problems. + Is viewed as a trusted advisor on credit and portfolio management issues/challenges. Requirements include:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on individual annuity contracts + Call shadow with associates to gain insight into advisor - client cases and resultant solutions + Generate full advisor ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.**… more
- Deloitte (Nashville, TN)
- …developers, business analysts, attorneys and accountants? This is the place for you! The Team National Federal Tax Services (NFTS) is a national practice within ... Tax LLP made up of a number of tax service offerings. Each NFTS service offering has...Leading client engagements: responsible for communicating with client , managing and supporting professionals on our team… more