- H&R Block (Crest Hill, IL)
- …It's an exciting time to be a part of H&R Block! What you'll do As a Senior Block Advisors Accounting Specialist , you will play a pivotal role in ensuring the ... two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors. Day to day, you'll + Accurately process… more
- SMBC (Jersey City, NJ)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- First Horizon Bank (Nashville, TN)
- …lending support to Commercial Lending Relationship Managers, Portfolio Managers and Client Specialists who provide SBA Real Estate and Construction lending. Note: ... degree and a minimum of 10-12 years of experience as a Construction Specialist or equivalent combination of education and experience in banking , construction… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist in Commercial Banking Operations / Wholesale Lending Operations as part of ... Commercial Banking . **In this role, you will:** + Lead a...Serve as an escalation point in the resolution of client issues + Conduct quality reviews and monitor key… more
- Guidehouse (Springfield, VA)
- …a client through several change initiatives in the mission space. The Senior Mission Advancement Specialist will help our clients to identify, evaluate, and ... Project team members are provided the opportunity to interact with our clients' senior management, as well as the opportunity to enhance their skills in the… more
- Citizens (Medford, MA)
- Description This Sr. Specialist will assist customers and representatives of customers with various requests by phone and branch colleagues by chat related to ... /or duties may also be assigned. Servicing Ops Sr Specialist must possess the ability to work in a...listening and problem-solving abilities, persistent empathy when interacting with client families. + Determines the source of problems and… more
- JPMorgan Chase (Columbus, OH)
- **About JP Morgan Wealth Management** JP Morgan Asset and Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth ... the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. **Our… more
- KeyBank (Brooklyn, OH)
- …moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. May provide service in relation billing ... for the first 6 weeks **Position Summary** The Lead Specialist , an integral part of a high-performing team, is...part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the… more
- Vanguard (Charlotte, NC)
- …lead monitoring and testing for our broker-dealer's Cash program, which includes banking -like features such as deposits, money movement, and fraud controls. This ... we invite you to shape our compliance strategy and elevate our client experience. Responsibilities + Conducts routine and targeted compliance monitoring and testing… more
- JPMorgan Chase (Columbus, OH)
- …other support teams if necessary + Maintain transparent communication with the client and relevant parties + Multi-task between tickets and projects. **Required ... years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset… more