- Amalgamated Bank (New York, NY)
- …procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not ... be called upon to work both the Teller and Customer Service areas, according to business needs....are not limited to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor… more
- Wells Fargo (Charlotte, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… more
- Wells Fargo (Irvine, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and operational related activities ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… more
- Wells Fargo (Danbury, CT)
- …. **In this role, you will:** + Assist Profit Formula (PF)Financial Advisor (s) with sales, service and operational related activities such as ... skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals,… more
- Wells Fargo (Gilbert, AZ)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and operational related activities ... skills + Client service focus with the ability to listen to customer needs and recommend solutions **Job Expectations:** + US only: Obtaining and/or maintaining… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... FDIC examiners welcome + CRCM or CIA certified preferred ** Customer Accountabilities:** + Develops, communicates and implements a holistic...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Vistra (Irving, TX)
- …opportunities that are currently available and apply online. **Job Summary** Legal tax advisor for broad range of Company state and local income and non-income ... efforts for all type of taxes. SALT tax audit, appeals and litigation advisor for multistate income tax, multistate transaction taxes, state and local property taxes… more
- BankFinancial (Downers Grove, IL)
- …business owners and their business. As a specialist and trusted advisor , responsibilities include identifying needs, recommending deposit, treasury, and loan ... retaining, and growing core client relationships by fostering a trusted business advisor relationship that leverages all that the Bank has to offer business… more
- SAP (Newtown Square, PA)
- …may result in disqualification from the hiring process. Requisition ID: 437576 | Work Area: Customer Service and Support | Expected Travel: 0 - 80% | Career ... Support. **EXPECTATIONS AND TASKS** + Act as a trusted advisor in safeguarding and optimizing the adoption and consumption...for developing the Premium Engagement. + Manages the PE Customer engagement service plan and works with… more
- Bank of America (San Antonio, TX)
- …training for team members **Skills:** + Account Management + Business Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role...experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for… more