- TD Bank (Greenville, SC)
- …client relationships; manages all aspects of the client's relationships with TD Bank ; executes a differentiated service model/experience for HNW clients + May Lead ... opportunities within portfolio and network to refer business to Retail , Commercial and Wealth Partners + Ensures team executes...leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we… more
- Bank OZK (Alpharetta, GA)
- …& Scope Responsible for interacting with customers on behalf of the Bank and providing information about products and services, responding to customer complaints, ... in a professional and timely manner, ensuring compliance with Bank policies and procedures. Essential Job Functions + Manages...one (1) year of experience in a call center, retail , or other high-touch customer service position preferred. +… more
- TD Bank (Newark, NJ)
- …+ Develops knowledge of policies, procedures, rules and regulations related to retail mortgage products + Participates in homebuyers' seminars, home shows, brokers' ... changes to products, programs and/or pricing + Ensures TD Bank maintains successful audits and exams within all areas...leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we… more
- Huntington National Bank (New York, NY)
- …in the Healthcare sector. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital ... and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and… more
- First Horizon Bank (Nashville, TN)
- …production-based environment and includes: financial statement and tax return spreading into Bank software or templates, creating and updating loan requests in the ... Bank 's loan production software, financial credit analysis, underwriting support,...private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking… more
- Eastern Bank (North Andover, MA)
- …collaborates with internal business partners (wealth, commercial, business banking, retail ) to identify and nurture new private banking relationships. Maintains ... a portfolio of the bank 's top clients and oversees the servicing and nurturing...the needs of the clients are met leveraging the bank 's full capabilities to provide solutions. Acts as the… more
- Trustco Bank (Schenectady, NY)
- …Responsibility:** No **SUMMARY:** Loan Servicing Coordinators are responsible for all Bank loans being properly entered, updated, and maintenance both electronically ... + Supports and communicates with customers, attorneys, insurance agents, and other Bank personnel. + Correspond with customers, attorneys, insurance agencies and … more
- Woodforest National Bank (The Woodlands, TX)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank ... I is responsible for providing administrative and customer support for the Bank 's online and mobile banking products and services. This role primarily handles… more
- First Horizon Bank (Miami Beach, FL)
- …with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to ... the bank 's clients in all areas of the clients' relationship...private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking… more
- Oriental Bank (San Juan, PR)
- …present alternatives. Finds integrated and alternative solutions while cross-selling bank products such as loans, accounts, investment, mortgage, commercial, among ... positive and helpful attitude toward customers (internal and external). + Receives bank visitors, provides information, and directs them to appropriate staff as… more