- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (New Philadelphia, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Bridgeport, WV)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... financial solutions for their short-term and long-term goals.Duties &...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Network Planning organization, you ... Develops complex strategies, tactics and proposals to optimize and re-engineer the branch distribution system and other physical touch points. + Collaborates with… more
- JPMorgan Chase (Westerville, OH)
- …sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, ... you will partner with clients to create custom financial plans based on their goals. You will meet...scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Lake Charles, LA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor … more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together._ The Financial Solutions Branch (FSB) is part of the Specialized Teams for ... and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving...solutions to help them stay on track with their financial goals. + **Be a Trusted Advisor :**… more