- Bank OZK (Atlanta, GA)
- …Knowledge of a broad range of personal financial planning/advisory and investment management /asset allocation concepts. + Knowledge of retail credit and ... + Knowledge of regulatory issues and legal issues involving the day-to-day management of the... assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide… more
- Morley (Madison, WI)
- …per hour. **_What to Expect_** As a Work at Home Customer Service Advisor at Morley, you'll help customers, health care providers and beneficiaries navigate their ... phone and email. Your ability to empathize, evaluate caller issues and decide on appropriate next steps will help...+ Empathy, listening, organizational, quick thinking, multitasking and time management skills + Able to work in an ever-changing… more
- Bank OZK (Little Rock, AR)
- …private banking credit and deposit solutions, while partnering with trust and wealth management , retail , commercial banking and other lines of business to ... to establish long-term connections to the Bank. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- ITG Brands (Greensboro, NC)
- …Provide subject matter expertise across Salesforce solutions (CRM, TPM, Maps, Retail Execution App, CRMA), identifying opportunities to enhance processes and ... the sales cycle + Serve as a trusted technology advisor to Sales, Customer Marketing, Insights & Intelligence, and...+ Oversee system testing and user acceptance (UAT), tracking issues through resolution and securing stakeholder sign-off + Drive… more
- Bank OZK (Burlington, NC)
- …proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Proactively serve as a ... continuous learning. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model...Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and… more
- Bank OZK (Austin, TX)
- …resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Collaborate effectively with ... assist others. + Provide backup and assistance to other retail banking roles and locations, as necessary. + Model...Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and… more
- PNC (Cleveland, OH)
- …respected, valued and have an opportunity to contribute to the company's success. As a(n) Issues Management Advisor - Retail Lending within PNC's ... Issues Management - Retail Lending organization, you will be based in Pittsburgh,...will have the following Key Skills & Qualifications: *Project Management Expertise Demonstrated ability to lead cross-functional initiatives by… more
- Insight Global (Woonsocket, RI)
- Job Description Insight Global is searching for an experience Issues Management Analyst/ Advisor for a top retail client. You would be joining a large ... Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements 5+ years experience handling Issues Management in a GRC setting Experience… more
- James Perse Los Angeles (Bal Harbour, FL)
- …to visual merchandising standards, and operational standards. In the absence of Store Management , the Senior Client Advisor is charged with overseeing all ... JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BAL HARBOUR LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible… more
- Capital One (Richmond, VA)
- …our areas of support and functional stakeholders to enable collaboration across the enterprise + Issues Management - Identify and track issues and events to ... Principal Risk Advisor , Consumer Advisory | Retail Bank...Risk Advisors at Capital One are highly motivated risk management professionals with an ability to think critically and… more
- Oriental Bank (San Juan, PR)
- Join our dynamic team as an Advisor , Retail Channels (Concierge), where you will serve our high-end customers with a sharp and professional business approach. ... or sales encounter. + Service Solutions: Promptly solve service issues , provide financial solutions, and offer expert advice to...experience in Call Center / Contact Center, Branches, and/or retail channels management environment. At least one… more
- Comerica (Raleigh, NC)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic...procedures. Works with manager in developing solutions to most issues brought forth by principals, income beneficiaries and remaindermen… more
- Capital One (Richmond, VA)
- Compliance Advisor Manager Capital One's Retail Bank has grown by leaps and bounds in the last couple of years. The Bank has risen up the league tables in ... a variety of competitive savings, checking, escrow, lending and treasury management products. Our clients aren't just our clients-they're our business partners.… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial- Advisor \_25035237) **Job Description:** Merrill ... advisor position that operates with the Merrill Wealth Management division. The Direct Markets Coverage Group ("DMC Group")...a relationship with a local FA team. The Financial Advisor (FA) is a licensed retail broker… more
- Valvoline (Jefferson City, MO)
- **Careers for the Driven** **Valvoline has a rewarding opportunity as a Business Advisor and Trainer, Express Care** . We whole-heartedly adopt a 'never idle' ... within our global company. **How You'll Make an Impact** **The Business Advisor and Trainer, Express Care provides business assessment to** independent Express Care… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Compliance Program Advisor , within PNC's Retail Organization you will be based in Pittsburgh, ... PA; Cleveland, OH or within PNC's footprint. The Compliance Program Advisor will be supporting the Risk, Change, Experience & Strategy (RCES) First Line of Defense… more
- Comerica (El Segundo, CA)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...procedures. Works with manager in developing solutions to most issues brought forth by principals, income beneficiaries and remaindermen… more
- Truist (College Park, MD)
- …of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail credit and ... Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning… more
- BP Americas, Inc. (Louisville, KY)
- …**Job Family Group:** Engineering Group **Job Description:** **Introduction** The Maintenance Advisor is responsible for completing the Retail Maintenance ... responsibility dependent upon the CoT (class of trade). The Advisor is encouraged to provide support for Site Operators...emergency response services as needed and on-call working with Retail Compliance team and Remediation Management to… more
- Marathon Petroleum Corporation (Findlay, OH)
- …Marathon Petroleum Company LP has an opportunity for a Senior Commercial Sourcing Advisor supporting the IT O rganization at San Antonio, Texas or Findlay, Ohio ... The Sr Commercial Sourcing Advisor supports the IT organization by developing and managing...financial benefit . Collaborates with and supports the category management regarding key supplier initiatives. + Collaborates with the… more
