- JPMorgan Chase (Chicago, IL)
- Champion cutting-edge service design to shape customer experiences and influence strategic initiatives in a leading financial institution. Lead cross-functional ... teams to deliver excellence in service design. As a Vice President Experience Design in...+ Advanced technical literacy, including an advanced understanding of client -side technologies, APIs, microservices, and the components of the… more
- Amalgamated Bank (New York, NY)
- …and will be responsible for overseeing all operational units within the banking division. This includes collaborating on division strategy development, the execution ... and continuous process improvement across the department. + Oversee all aspects of banking division operations which includes: + Cash Management - All electronic … more
- UMB Bank (Denver, CO)
- …+ Intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney + Maintain and ... update Salesforce CRM and eMoney for all financial planning activities + Manage client paperwork and electronic data files for all financial planning… more
- Raymond James Financial, Inc. (Ruston, LA)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- JPMorgan Chase (Brooklyn, NY)
- …environment, prioritizing multiple projects, and providing high-quality, professional client service . **Job Responsibilities** + Field inquiries ... + Perform as part of larger global team. + Provide high-quality, professional client service . + Adhere to departmental billing protocols. + Work quickly… more
- Bankers Trust (Omaha, NE)
- …Trust provides personalized service , expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals. There are ... Reports . Hires, trains, and schedules staff to maintain service standards . Manages a client portfolio...motivate and coach employees . Keen understanding of digital banking . Ability to effectively use electronic … more
- Truist (Wilson, NC)
- …coordinate the efforts of a team of business analysts to identify and resolve client , processor and network issues in a manner and timeframe that meets or exceeds ... client and teammate expectations. Use common theme and root-cause...responding to and resolving fraud and non-fraud card and electronic money movement disputes. Provide analysis in support of… more
- City National Bank (Los Angeles, CA)
- …first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ... activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products...development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing… more
- Dorsey & Whitney LLP (Denver, CO)
- …- Attention to detail and accuracy. - Strong organizational skills. - Strong customer/ client service focus and skills. - Ability to adhere to deadlines. ... a good communicator with a focus on excellent customer service ? Do you thrive in a dynamic office environment?...task codes to comply with firm policies. - Organize electronic documents in Outlook, document management system, and shared… more
- Citigroup (Tampa, FL)
- …the Agency & Trust deal agreements. + Support with the Implementation activities of Electronic Banking for client profiles (internal and External). + Manage ... Read, analyze, and understand the different contracts for each client in different jurisdictions. + According to the lecture...+ Work on holidays and at different time-zones to service the respective Latin American countries. + Act as… more