- DXC Technology (Tulsa, OK)
- …compliance with FINRA regulations. **Key Responsibilities** + Provide inbound customer service support , addressing complex inquiries and escalating cases as ... a related field (preferred). + ** Customer service experience in financial services, insurance , investments, or banking.** + **Active FINRA Series 6 or 7… more
- Guardian Life (Oklahoma City, OK)
- …and "how" we demonstrate our values and behaviors while focusing on the customer . We do this through leveraging a series of core capabilities, which includes ... branch office inspections using risk-based testing methodologies to ensure compliance with FINRA Rule 3110 and, in certain circumstances, various state insurance … more
- US Bank (Oklahoma City, OK)
- …we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our ... excel at-all from Day One. **Job Description** We are seeking a detail-oriented and customer -focused Inbound Call Center Agent to join our team. In this role, you… more
- PNC (Ringling, OK)
- …role is responsible for growing share of wallet with existing clients. + Identifies customer needs to help them succeed financially by presenting the full range of ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- JPMorgan Chase (Oklahoma City, OK)
- …taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. ... and advice to individuals and families. Your expertise will support a wide range of clients, from those just...valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within… more
- Lincoln Financial (Oklahoma City, OK)
- …We are excited to bring on a **Retirement Call Center Manager** to support the Retirement Plan Services organization in a work from home environment. _Background ... You will build relationships cross functionally that lead to providing excellent customer service, increasing revenue, and reducing risk. You will drive process… more
- Guardian Life (Oklahoma City, OK)
- …interactions, yet be able to identify and focus on the most valued added phone support and use of time. + An independent decision-maker able to utilize resources and ... across the organization to orchestrate successful and compliant product launches. + Support day-to-day team activities and needs including covering roles in times of… more
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