• Community Home Lending Advisor

    JPMorgan Chase (Chicago, IL)
    …advocacy groups, and other non-profits. As a Field Sales Community Home Lending Advisor , you will build relationships with customers both inside and outside the ... branch and work to expand your customer base via contacts in the community. This sales...primary point of contact. A successful Community Home Lending Advisor will acquire new clients by actively seeking referrals… more
    JPMorgan Chase (08/12/20)
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  • Branch Member Account Specialist Float-NJ…

    Visions Federal Credit Union (Saddle Brook, NJ)
    …transactions and adherence to exceptional service expectations from Trusted Advisor training. Assist, review, and correct member statements, overdrawn accounts, ... union policies and procedures; Prioritize members' demands; Provide impeccable customer service, including utilizing information and tools provided through the… more
    Visions Federal Credit Union (06/20/20)
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  • Private Banker I

    Old National Bank (Louisville, KY)
    …will include but not limited to: + Conduct initial needs assessment for customer and engage appropriate ONB business partners according to identified needs. + ... Working collaboratively with an ONB Wealth Advisor as a team, effectively manage and deepen client...to monitor and execute all tasks required to fulfill customer 's service plan/objectives and meet day-to-day inquiries from the… more
    Old National Bank (07/18/20)
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