- 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
- HSBC (Buffalo, NY)
- …products within a contact center environment. As our Senior Conversational Banking Representative you will: + Provide high quality service to achieve maximum ... our communities and the planet we all share. A Senior Conversational Banking Representative is trained to...to simultaneously handle multiple existing and new to bank client contacts over asynchronous chat channel with their everyday… more
- JPMorgan Chase (Plano, TX)
- As a Payments Business Development Representative Senior Associate within Business Banking team, you will cultivate new business opportunities within the ... and medium-size business clients through banking, payments, and value-added services . We take a client -first approach in...payments, and value-added services . We take a client -first approach in developing solutions that help our more… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank is seeking a Sr. Contact Center Representative ! This is a highly visible, high-impact team responsible for every aspect of the consumer and business ... inbound and outbound client experience. You will partner with the Bank's Relationship...optimal experience in any situation. The Sr. Contact Center Representative will handle everything from general banking questions to… 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 (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
- 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
- Truist (Morgantown, WV)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... 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 with a focus on developing, expanding and retaining… more
- Santander US (North Andover, MA)
- …a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing ... Consumer & Business Banking, Senior Relationship Banker , Chickering Road, North Andover,...new customer prospects. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and… 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
- 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
- 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)
- …clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and ... complex accounts. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Maintains a client portfolio for the bank + Expand existing ...Work with Management on loan structure, pricing, and other product/ services for clients + Maintain a thorough knowledge of… 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 ... (greater than $10MM) + Expand and add to existing client relationships which generate incremental revenue for the bank...Work with Management on loan structure, pricing, and other product/ services for clients + Maintain a thorough knowledge of… 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 (Charlotte, NC)
- …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