- City National Bank (Newark, DE)
- …duties and responsibilities as assigned. *The Qualifications* Knowledge of: * Operations and New Account systems. * Basic customer operations and the financial ... financial advisors (FA's) and sales assistants (SA's) related to account opening and maintenance. * Establishes new ...to account opening and maintenance. * Establishes new client accounts by utilizing industry registration requirements. *… more
- Cardinal Health (Dover, DE)
- …skills and prioritizes getting the right things done. **The Accounts Receivable Specialist II is responsible for processing insurance claims and billing. ... representatives is accurate by cross referencing with the patient's account , followed by using honest judgement in any changes...requests up to date at all times; checks for new messages on an hourly basis. + Mentors … more
- M&T Bank (Wilmington, DE)
- …including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client ... of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for… more
- M&T Bank (Wilmington, DE)
- …and close GCM transactions in a timely manner. + Complete various account administration activities of moderate to significant intricacy, complexity and risk ... either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules.… more