- M&T Bank (Bridgehampton, NY)
- …including customer and employee experience, digital engagement, transactions/operations, servicing , and sales. Has personal production responsibility. **Primary** ... fraud and protecting customer assets. + Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide… more
- Guidehouse (San Antonio, TX)
- **Job Family** **:** Financial Account Specialist **Travel Required** **:** None **Clearance Required** **:** Ability to Obtain Public Trust **What You Will Do** ... creates innovative solutions involving finance, scheduling, mortgage banking, loan servicing , technology, methodology, tools and solution components. * Provides… more
- First Horizon Bank (Charlotte, NC)
- …the use of all TM services while seamlessly creating a high level of client satisfaction. This includes effectively managing client issues identified in the ... technical support needs are addressed in a timely fashion. Specialist must be able to communicate with clients in...DUTIES AND RESPONSIBILITIES** + Take incoming calls to fulfill servicing requests and provide technical assistance. + Build rapport… more
- The Greentree Group (Beavercreek, OH)
- …sales pipeline to ensure consistent growth and revenue generation. + Collaborate/Support Client Relationship Specialist : + Facilitate seamless transition of ... client relationship to Client Relationship Specialist during/post onboarding including knowledge...delivery teams to ensure the seamless onboarding and consistent servicing of clients. + Assist with the development of… more
- Truist (Brentwood, TN)
- …make banking easier and enhance their service experience. 3. Supports team by making client servicing calls, presenting client offers, identifying client ... or referring the client to the appropriate branch team members or specialist . 4. Participates fully in all components of the established Truist Retail Community… more
- Truist (Norcross, GA)
- …and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate ... Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Grant Thornton (Charlotte, NC)
- …excel. You'll collaborate with leadership and colleagues to promptly identify and resolve client problems or issues because together is how we succeed. From day one, ... reviews, task delegation, project scheduling, project financials, quality review, and client management. + Manage, develop, train, coach, and mentor staff on… more
- Capital One (New York, NY)
- …relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$200mm space within their assigned ... follow-up concerning newly implemented treasury management services to ensure the client is satisfied and/or carefully understands the mechanics of the service… more
- City National Bank (Irvine, CA)
- …policies and procedures, and bank operations policies and procedures. * Excellent client servicing and sales skills. Excellent credit analysis and accounting ... This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active… more
- TD Bank (New York, NY)
- …Fixed Income Operations team plays a key role in mitigating risk, improving client service, and delivering seamless trade processing across a diverse product set. As ... processes and resolve complex issues. + Serve as the escalation point for client inquiries and operational challenges. + Represent the middle office in governance… more