- JPMorgan Chase (Columbus, OH)
- Join our team as a Proactive Outreach Agent where you will have the opportunity to connect consumers with our Home Lending Advisors, ensuring an ... 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
- TD Bank (Greenville, SC)
- …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 (Southampton, PA)
- …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 (Maspeth, 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 (Cinnaminson, NJ)
- …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
- Citigroup (Palm Springs, FL)
- …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
- Huntington National Bank (Grand Rapids, MI)
- …researching, analyzing and resolving complex problems with accounts. + Responsible for proactive outreach to clients on a monthly basis and participation ... accounts, wealth & investment management accounts and services, consumer lending and mortgages. + Works directly with the client...the best of both worlds: in-office and work from home . Our approach enables our teams to deepen connections,… more