- TD Bank (Woodbury, NJ)
- …training to perform a range of activities + Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise + Engages ... in conversations with customers about loan products, facilitates the application intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or GED + 1+ years'… more
- M&T Bank (Paramus, NJ)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources… more
- American Red Cross (Lansing, MI)
- …its government, demographics and organizations. Apply that knowledge to all aspects of servicing Sponsor groups and the expansion of the blood program. + Maintain ... accurate records in the system to provide tracking and statistical data on Sponsor group performance. Appropriately utilize tools, technology and strategy provided by the organization to enhance customer service, efficiency and productivity. **WHAT YOU NEED TO… more
- Truist (Orlando, FL)
- …Resolve past dues, document exceptions, etc. in partnership with credit and servicing teammates. 16. Fosters continued personal and professional growth via education ... seminars, conference attendance, and other continuing education activities. 17. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices. QUALIFICATIONS Required Qualifications: The… more
- MUFG (Chicago, IL)
- …We are looking for candidate(s) who will be responsible for: **Maintaining and servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager ... "Jr RM"** **Developing banking business with new and existing customers, and** **Driving various projects especially on corporate banking business for Japanese companies.** **Major Responsibilities:** + Develop a well-balanced strategic and operational… more
- PNC (Indianapolis, IN)
- …of wallet. Articulates recommendations to customers in response to client servicing and product-related inquiries. As defined with the business, demonstrates ability ... to analyze, evaluate and mitigate risk by utilizing fundamental knowledge of internal policies. + Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and… more
- Stryker (Phoenix, AZ)
- …with the appropriate Stryker personnel for follow-up + Provide post sale in- servicing on equipment operation and maintenance + Perform warranty, upgrades, field ... actions, preventative maintenance, installations, deliveries billable or any other related services required by a client. + Follow all administrative duties in a very accurate and timely manner, assist in the development of new service procedures, provide new… more
- KeyBank (Brooklyn, OH)
- …documents for administrative and fiduciary purposes. + Mitigate risk by servicing assigned institutional client relationships in compliance with KeyBank policies and ... procedures, as well as with regulatory and legal requirements. + Leads by example and demonstrates client focus and teamwork towards both clients and KeyBank employees. + Assist clients with required reporting to various government agencies (ie, DOL, PBGC,… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …of where to place business. 7. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and ... Cancellations, etc). 8. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions with the agent (CRC Client). 9. Proof policies, endorsements, audits, cancellations, etc… more
- CRC Insurance Services, Inc. (Fort Worth, TX)
- …Rating as assigned by Team Leader. 9. Review and process policy servicing requests (endorsement, audits, company requests, premium finance notices and cancellations, ... etc.) 10. Review inspection reports and compare to the conditions that were represented to us at the time of binding and take appropriate or needed actions as directed by your Team Leader. 11. Proof of policies, endorsements, audits, cancellations, etc. and… more