- SMBC (Los Angeles, CA)
- …**Role Description** Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing ... effectively execute processes. + Keep close communication with the Senior Client Service Representatives on...More than 2 years of comparable or relevant customer service experience, preferably in banking/financial services industry.… more
- Atria Wealth Solutions (Allentown, PA)
- …SUMMARY: Provides support, coordinates, and conducts client sales support and service activities for Representative and Investment Program in an effort to ... for support and coordination of all activities related to client service , processing of paperwork, and coordination...Calls clients and prospects and makes appointments for the representative . + Processes incoming client mail, paperwork,… more
- City National Bank (Sherman Oaks, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... in the United States. By listening and understanding the client 's needs, the team delivers specialized service ...clients to discuss and promote all Bank products and services in order to establish a total client… more
- City National Bank (Beverly Hills, CA)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... **REL MANAGER SENIOR ENT FILM** **WHAT IS THE OPPORTUNITY?** Develops...clients to discuss and promote all Bank products and services in order to establish a total client… more
- Truist (Miami, FL)
- …review the following job description:** Responsible for providing an industry leading client service experience through the development and expansion of new ... service lines. 2. Contributes to meeting or exceeding client service as well as individual and...individual and branch sales targets by offering products and services and developing, expanding and retaining relationships. 3. Supports… more
- Santander US (Ardmore, PA)
- …a customer facing environment including a minimum of 2-3 years in Financial Services with direct experience acquiring new client relationships and developing ... Consumer And Business Banking, Senior Relationship Banker, Ardmore, PA Country: United States...new customer prospects. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and… more
- First Horizon Bank (Durham, NC)
- **Description** Provides quality, accurate and timely customer service . Promotes bank products through positive proactive sales, informs and educates customers about ... products, services , and benefits. Embraces the sales strategy of the...customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed). +… more
- First Horizon Bank (Fort Lauderdale, FL)
- **Description** Provides quality, accurate and timely customer service . Promotes bank products through positive proactive sales, informs and educates customers about ... products, services , and benefits. Embraces the sales strategy of the...customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed). +… more
- Fifth Third Bank, NA (Toledo, OH)
- …+ Professional designee (CTFA or similar) + 10 years of demonstrated fiduciary client service /sales + Advanced knowledge of trust administration, estate planning ... clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish +… more
- Santander US (New York, NY)
- …a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensure understanding of the Bank's operating ... Trade & Working Capital Solutions: Client Origination and Relationship Manager - Global Transaction...Credit, Legal, Reputational, Regulatory, Compliance, etc. + Reporting to senior management regarding the progress of the commercial agenda.… more
- Santander US (New York, NY)
- …a best-in-class service and seamless end to end execution including client onboarding and due diligences process. + Ensure understanding of the Bank's operating ... Associate - Trade Select: Client Origination and Relationship Manager, Global Transaction Banking...Credit, Legal, Reputational, Regulatory, Compliance, etc. + Reporting to senior management regarding the progress of the commercial agenda.… more
- Truist (Charlotte, NC)
- …of Wholesale Banking Service Delivery teammates focusing on increasing knowledge, client service , and career advancement; build and maintain an inclusive, ... of Wholesale products. 2. Identify and implement initiatives to increase efficiency, improve client , and teammate service and experience, while reducing cost. 3.… more
- First Horizon Bank (Little Rock, AR)
- **Description** **About Us** First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock ... to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans...complex accounts. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Maintains a client portfolio for the bank + Expand existing … more
- First Horizon Bank (Huntsville, AL)
- …to prospects, analyzing financial data and needs, and cross-selling products and services . **Key Responsibilities Include** + Maintains a client portfolio for ... **About Us** First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and...(greater than $10MM) + Expand and add to existing client relationships which generate incremental revenue for the bank… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- Truist (Mclean, VA)
- …risk controls of staff. Maintains strong partnerships with numerous senior stakeholders, including Market Executives, Region Executives, Market Execution Leaders, ... Senior Product Managers, and others to ensure alignment and client -centric delivery. Small Business Banking Consultants are experienced sales teammates who… more
- Atria Wealth Solutions (Berkeley, CA)
- …customers regarding the advantages and disadvantages of different financial products. + Services and performs periodic reviews of existing client accounts and ... take place either monthly, quarterly and/or yearly depending on client needs established by Representative . + Stays...required. + Minimum 3 years' experience in the financial services field. Related member service experience helpful.… more
- Atria Wealth Solutions (Cambridge, MA)
- …in-depth knowledge of financial planning and investments, in addition to your client -centric service philosophy, will allow you to coordinate, communicate, ... Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and… more
- Truist (Miami, FL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Truist (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more