- Capital One (Dallas, TX)
- …and compliance information. Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on ... and a focus on horizontal expertise across various domains.At least 4 years in customer -facing roles, acting as a trusted advisor to senior security and IT… more
- Bank OZK (Colleyville, TX)
- … customer conversations and interactions. + Open and service deposit accounts . + Facilitate and process account transactions accurately and efficiently ... Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional… more
- Caris Life Sciences (Irving, TX)
- …market expansion, and product refinement. + Act as a **trusted advisor and internal leader** , supporting cross-functional teams by translating scientific ... actions and product evolution. + Collaborate closely with field sales (Key Account Directors and Executive Sales Management) and the Business Development team to… more
- Aaron's Inc (Denton, TX)
- …is also eligible for incentive pay based on performance.** ** Customer Accounts Advisor ** Aaron's Customer Account Advisors serve as coaches to our ... customers are 100% satisfied with the product. As a Customer Account Advisor , you will...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Valvoline (Irving, TX)
- **What You'll Do:** As a Customer Service Advisor , you are often the first and last face our customers see. You will create lasting impressions and build loyal ... online university + Medical and prescription drug coverage - with Health Savings Account contributions + Dental, vision, and 401(k) retirement savings plans - 100%… more
- Bank of America (Fort Worth, TX)
- …one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor Registration Candidate - Fortworth Area Arlington, Texas;Mansfield, Texas; Fort Worth, Texas; Fort Worth, Texas; Grand Prairie, Texas… more
- Charles Schwab (Westlake, TX)
- …of inbound and outbound calls related to common topics such as new accounts , transaction status, money movement, transfer of account , retirement services, and ... various other essential account maintenance components that help the advisor succeed in their day-to-day business. If you're looking to launch your career with a… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …process and procedures and FINRA, NASAA, SEC regulations. + Conduct review of accounts to communicate account status, explain activities and inform clients of ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
- PNC (Fort Worth, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments you will be a part of one of the fastest growing ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- PNC (Dallas, TX)
- …to contribute to the company's success. As a Strategy & Planning Advisor within PNC's Data and Automation Artificial Intelligence organization, you will be ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- PNC (Dallas, TX)
- …an opportunity to contribute to the company's success. As a Business Analysis Advisor within PNC's Technology organization, you will be based in Pittsburgh, PA; ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- PNC (Dallas, TX)
- …to the company's success. As a Business Experience Planning & Administrating Advisor - Servicing Modernization Release Coordinator within PNC's Commercial Loan and ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- DriveTime (Fort Worth, TX)
- …Monitor and ensure regular follow up on all loan repayment agreements and analyze all customer accounts , Oversee all overdue accounts with help of automate ... to make needed payments. + Effectively navigate multiple systems to review account information, process payments and accurately notate accounts regarding… more
- Aaron's Inc (Decatur, TX)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- Sedgwick (Fort Worth, TX)
- …in Financial Services & Insurance General Product and Liability Complex Claim Advisor - Multi-State Licensing Preferred - Hybrid - Sedgwick Offices **ARE YOU ... of a rapidly growing, industry-leading global company known for its excellence and customer service. + Leverage Sedgwick's broad, global network of experts to both… more
- Bank of America (Flower Mound, TX)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Mid-Cities DFW Area Fort Worth, Texas;Irving, Texas; Irving, Texas; Irving, Texas; Flower Mound, Texas; Fort Worth, Texas; Southlake,… more
- PNC (Fort Worth, TX)
- …and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer ... business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of… more
- Pegasystems (Fort Worth, TX)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive (Telecom) Job Category: Sales Location: US...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Microsoft Corporation (Irving, TX)
- …expert level competence on support topics. **Response and Resolution** + Acts as an advisor to the customer and handles complex, repeatable, or escalated cases ... from other groups including support engineering groups, product groups, services team, and account team as needed to resolve complex customer issues. **Other** +… more
