- Bank of America (Fort Worth, TX)
- … Services Representative I, you can look forward to:** *Providing a world class client experience through point of call account servicing and resolution *Working ... Consumer Investments - Financial Services Representative Fort Worth, Texas **To proceed...*Active Listening *Attention to Detail *Critical Thinking *Customer and Client Focus *Oral Communications * Account Management *… more
- Bank of America (Pennington, NJ)
- … Services Representative I, you can look forward to:** *Providing a world class client experience through point of call account servicing and resolution *Working ... Consumer Investments - Financial Services Representative Pennington, New Jersey **To proceed...*Active Listening *Attention to Detail *Critical Thinking *Customer and Client Focus *Oral Communications * Account Management *… more
- Bank of America (Diamond Bar, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... Senior Banker - Grand and Diamond Bar Financial Center, Bilingual Mandarin Required Diamond Bar, California... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more
- Bank of America (Monterey Park, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... Senior Banker - Monterey Park Financial Center - Mandarin Required Monterey Park, California... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- Bank of America (Beverly Hills, CA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... Senior Banker - Beverly-Wilshire Financial Center Beverly Hills, California **To proceed with... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- M&T Bank (Clanton, AL)
- … financial services businesses Advanced degree Certified Corporate Trust Specialist (CCTS) certification **Physical Requirements:** M&T Bank is committed to fair, ... position emphasizes the ability to maximize market coverage through smart prioritization of client focus and time management. It requires a high degree of autonomy… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …Financial Plan * Financial Planning * Financial Reconciliation * Financial Services * Personal Financial Specialist Requirements * Possession of a ... financial services sector * Certification or relevant experience as a Personal Financial Specialist * Exceptional analytical skills and attention to detail *… more
- Regions Bank (The Villages, FL)
- …date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years ... into the careers section of the system. **Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the … more
- Vanguard (Malvern, PA)
- …division including a financial analyst, auditor, project manager, chief of staff, specialist and more. What it takes + Passion for Finance as an enabling ... + 77% of your medical costs are covered, compared to 68% by other financial services companies. + Unparalleled Health Savings Account (HSA) seed and match… more
- Citigroup (Miami, FL)
- …and commitment to maintaining confidentiality with respect to the franchise and the client + Proactively communicate client financial activity, large funds ... America businesses. Their focus is to ensure that effective client service is provided to our ultra high net...middle office teams to ensure effective resolution. + Coordinate account maintenance for all products and reporting on WINS… more