- Raymond James Financial, Inc. (Memphis, TN)
- …from **8am-5pm CST.** Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving ... inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing...within six (6) months._ **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about… 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 (Canfield, OH)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
- Huntington National Bank (Kent, 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 (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
- Truist (Cookeville, TN)
- …Business Banking branches, regional and internal support departments regarding branch /compliance/system policies by providing comprehensive service and internal ... call, ensuring that clients receive the highest level of service and support. Serve as the primary point of...ensure timely follow up and resolution. Premier Client and Branch Advisors serve as client advocates, tracking client complaints… more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- FirstBank PR (Aguadilla, PR)
- Sales & Service Representative Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we ... deliver on our promise of excellence in personalized customer service . Our more than 3,100 employees in Puerto Rico,...develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and… more
- Edward Jones (Barrington, IL)
- …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 100 E Station Street, Suite 105, Barrington,… more
- Edward Jones (St. Louis, MO)
- …achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 11520 Page Service Dr., Saint Louis, MO This ... we are very intentional in calling our field associates branch teams. Most of our teams are two or...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- KeyBank (Pittsburgh, PA)
- …Avenue - Pittsburgh, Pennsylvania 15136 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... The Branch Manager builds, coaches, develops, leads, and motivates a...a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending… more
- City National Bank (Newport Beach, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis ... activities of branch personnel towards attainment of branch goals, including sales, client service and...attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible… more
- KeyBank (Stamford, CT)
- **Location:** 2386 Summer Street - Stamford, Connecticut 06905 This is a Hire Ahead Branch Manager role and will require flexibility to work at all Stamford and ... Area Branches **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a… more
- Edward Jones (St. Louis, MO)
- …records utilizing data analytics, reports, and tailored discussions to test the Financial Advisor and branch team's compliance with industry regulations and firm ... close early due to the volume of applicants. The Branch Audit Department plays a critical role in achieving...to conduct inspections and tailored compliance discussions + Financial service experience is preferred + Bachelor's degree is preferred… more
- FirstBank PR (Vega Alta, PR)
- MONEY EXPRESS SERVICE REPRESENTATIVE VEGA ALTA BRANCH Our...At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ... deliver on our promise of excellence in personalized customer service . Our more than 3,100 employees in Puerto Rico,...procedures and policies. . Performs clerical tasks supporting the Branch operations. What You'll Need to Succeed .A minimum… more
- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together._ The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) ... organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model...track with their financial goals. + **Be a Trusted Advisor :** Build strong relationships, engage and encourage trust, and… more
- Santander US (Providence, RI)
- Relationship Banker, University Heights Branch , Providence, RI Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their… more
- KeyBank (Portland, OR)
- …Street - Portland, Oregon 97203-6201 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality… more
- Edward Jones (St. Louis, MO)
- …Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service . This is a salaried position and available ... them are the measure of everything we do. And Service and Operations divisions are at the center of...the center of it all. We support our clients, branch teams and headquarter associates in providing the best… more
- FirstBank PR (Fajardo, PR)
- …goals, working plans and following administrative procedures. + Complies with the branch Sales Culture, identifying customer product and service needs and ... Service Representative (Teller) Part-Time Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that… more