- TD Bank (Marlton, NJ)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client ... anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions + Maximizes profitability, while ensuring the … more
- JPMorgan Chase (San Francisco, CA)
- As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client ... + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role will report in the… more
- PennyMac (Tampa, FL)
- …aspirations of homeownership through the complete mortgage journey. **A Typical Day** The ** Client Escalation Specialist - Third Party Origination** is a skilled ... effective processes while directly responding to customer requests. The ** Client Escalation Specialist ** will: + Handle complex...or equivalent work experience + 3+ years of Mortgage lending experience + Proficiency in MS Office and G-Suite… more
- Morgan Stanley (New York, NY)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... National Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra High Net Worth...segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private… more
- JPMorgan Chase (Newark, DE)
- …as well as interact with the security lending borrowers. As a Securities Lending Trade Support Specialist , in Trading Services Operations, you will need to ... will be required to manage processes associated with pending client trades, failing market trades and related functions as...a week with two days' flexibility to work from home , subject to change **This position is not eligible… more
- Union Bank and Trust Company (Lincoln, NE)
- Position Summary: The Bilingual Customer Support Specialist educates and assists customers with account inquiries as well as product and service-related issues; ... phone, through online chat, email and the Secure Message Center. Specialist solves problems, cross-sell products and services and completes applicable documentation.… more
- South Middlesex Opportunity Council (Framingham, MA)
- …related to homeownership including but not limited to financial literacy, real estate, home purchasing, lending , home improvement and other relevant topics ... purchasing process including but not limited to real estate, lending , home purchasing, home improvement...part of the responsibilities of this position, the FSS Home Ownership Specialist will have direct or… more
- TD Bank (Union, NJ)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... internal groups and/or partners + Originates loan applications, handles Conditions of Lending and conducts loan closings + Maintains an active registration status… more
- Banc of California (Santa Ana, CA)
- …this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), ... Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures...compliance management requirements, policies, procedures, and practices for various client types. + Working knowledge of BSA/AML regulations, requirements,… more
- Bank of America (Pennington, NJ)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... - whether they are just starting out, buying a home , building a family, or planning for retirement. As...achieve their financial goals; solutions include investment, banking, and lending . FSAs set clear expectations to create a smooth… more
- Bank of America (Hunt Valley, MD)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... - whether they are just starting out, buying a home , building a family, or planning for retirement. As...achieve their financial goals; solutions include investment, banking, and lending . FSAs set clear expectations to create a smooth… more
- Bank of America (Pennington, NJ)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... - whether they are just starting out, buying a home , building a family, or planning for retirement. As...achieve their financial goals; solutions include investment, banking, and lending . FSAs set clear expectations to create a smooth… more
- Umpqua Bank (Renton, WA)
- …+ Resolve conflicts unassisted. + May back up new accounts. + May back up client service specialist line. + Pass personal banking training. + Responsible for ... and sales skills. + Understand consumer and small business lending . + Overall knowledge of bank operations. + Previous.... + Overall knowledge of bank operations. + Previous client service specialist experience. **Work Style:** Umpqua… more
- CIBC (Chicago, IL)
- …into account of team members capabilities and needs and meeting of client expectations; encouragement of team dialogue; the providing of candid, meaningful feedback ... work product** **Collaborating directly with clients, identifying and addressing client needs through building solid relationships with clients; understanding the… more
- Umpqua Bank (Stayton, OR)
- …at specific training tracks) + Ability to become NMLS certified. + Prior Client Service Specialist or banking experience. + Bilingual, preferred. **Work Style:** ... contracts, and pay and receive transactions. + Back up Client Service Specialists. + Stay current and demonstrate knowledge...basic business, consumer, and trust entities. + Learning consumer lending . + Begin to mentor other team members about… more