- JPMorgan Chase (Jacksonville, FL)
- **Description** Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ... facilitate the mortgage application process. As a Consumer Originations Proactive Outreach Agent within our Specialty Sales...you will play a pivotal role in supporting our Home Lending Advisors by managing both marketing… more
- Zions Bancorporation (Phoenix, AZ)
- …+ Promote inclusive banking strategies, including alternative delivery channels **Mortgage and Home Equity Lending ** + Collaborate with mortgage operations to ... potential gaps in community development finance **Marketing Collaboration - CRA & Fair Lending Focus** **CRA Support:** + Co-develop outreach strategies for LMI… more
- NJEDA (Camden, NJ)
- …and compliance oversight. Maintain high levels of customer service, ensure proactive applicant outreach , and provide ongoing applicant support. Collaborate ... It aligns daily operations with broader business development and outreach strategies to expand NJEDA's impact across New Jersey's...for up to 2 days of telecommute work from home . To participate, you will be required to have… more
- TD Bank (Simsbury, CT)
- …content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Responsible for driving and reinforcing Advice ... coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features… more
- TD Bank (Brooklyn, NY)
- …content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Acquires and deepens the Store Customer base ... through a variety of proactive sales and service activities utilizing generated leads specific...Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments,… more
- TD Bank (New York, NY)
- …with CSAs to ensure every client receives Legendary service + Effectively executes a proactive outreach effort across all clients to enhance and expand the ... partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for...colleagues need to thrive both at work and at home . **Colleague Development** If you're interested in a specific… more
- TD Bank (Philadelphia, PA)
- …in small business, wealth, and residential mortgage + Proactively engages in customer outreach (via phone, email, and other means) to interact with clients and/or ... partners to identify areas to deepen banking relationships in Commercial, Small Business, Lending , etc. + Stay informed on all developments in the TD Premier… more
- TD Bank (Brooklyn, NY)
- …related training to perform a range of activities + Participates in Customer outreach , servicing and advice activities to deliver on our unexpectedly human promise + ... providing consultative support, and (3) advocating for them with proactive insights & recommendations + Serves as a Customer...as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition… more
- TD Bank (Forest Hills, NY)
- …related training to perform a range of activities + Participates in Customer outreach , servicing and advice activities to deliver on our unexpectedly human promise + ... providing consultative support, and (3) advocating for them with proactive insights & recommendations + Serves as a Customer...as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition… more
- Citigroup (San Francisco, CA)
- …planning and prioritization + Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to ... + Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and… more