- Huntington National Bank (Holland, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and ... exceptional service to high-net worth clients. The Service Specialist II is also responsible for...and managing risk and adhering to policies and procedures. Service coverage for multiple practices ( Private Banking,… more
- Huntington National Bank (Birmingham, MI)
- …deliver exceptional service model to high net worth clients. Detailed Description + Private Banking Service Specialist II is responsible for the day to ... Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the...for processing consumer loan requests; prepares and submit overrules. Service Specialist II has more in depth… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families...or lines of credit to new partners at professional service firms to finance their partnership equity purchases. Job… more
- TD Bank (Greenville, SC)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being… more
- Citizens (Johnston, RI)
- …Fraud Detection Sr. Specialist , you'll play a pivotal role in the Citizens Private Bank Fraud Detection and Claims group, one of our most critical ... departments at Citizens Private Bank . Our team is dedicated to...to protecting our customers, maintaining the highest standards of service , and ensuring the integrity of financial transactions. Our… more
- PNC (Palm Beach Gardens, FL)
- …success. As a Sr. Client Solution Specialist (Market Coordinator) within PNC's Private Bank organization, you will be based in Palm Beach Gardens, FL. ... OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client...a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues… more
- Regions Bank (Pensacola, FL)
- …Operations and Support experience are strongly preferred. This position is on Regions Bank 's Private Wealth Management team. _This position may be filled at ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Citizens (Johnston, RI)
- Description As a Fraud and Claims Sr. Specialist , you'll play a pivotal role in our Fraud and Claims Operations group, one of our most critical departments at ... to protecting our customers, maintaining the highest standards of service , and ensuring the integrity of financial transactions. You'll...the best next step for the customer and the bank . This role requires the application of various methods,… more
- JPMorgan Chase (Los Angeles, CA)
- …goals-based investing, financial advisory at a broker-dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and retirement strategies + ... central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial...is a primary benefit of being a JP Morgan Private Client, marking the initial engagement of bank… more
- Citigroup (Dallas, TX)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- Bank of America (San Francisco, CA)
- …Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager ... Private Wealth Relationship Manager San Francisco, California **To...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Century-City/Wealth-Management- Specialist \_25044717) **Job Description:** Merrill Wealth Management is a leading… more
- Columbia Bank (Denver, CO)
- **About the Role:** The Sr Asset Valuation Sr. Specialist has a primary responsibility to analyze and process transactions related to Private Security and Real ... asset sponsors to resolve discrepancies or follow-up on requests. The Sr Specialist adheres strictly to trust regulations and security standards including our… more
- First Horizon Bank (Orlando, FL)
- **Description** **Location:** On site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business ... with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, investment, trust… more
- Regions Bank (Salt Lake City, UT)
- …system. **Job Description:** At Regions, the Home Improvement Financing Customer Service Specialist is responsible for providing outstanding telephone support ... also process customer loan payments, correspondence, and other paperwork to effectively service the bank 's loans. Regions Home Improvement Financing, a division… more
- First Horizon Bank (Germantown, TN)
- …Specialist and a Loan Operations Specialist . The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the ... clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more
- First Horizon Bank (Doral, FL)
- …**Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing exceptional service ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more
- Newtown Savings Bank (Newtown, CT)
- Location: Newtown, CT Newtown Savings Bank is seeking an organized, team player to fill the role of a Loan Servicing Collateral Tracking & Escrow Specialist ... processing escrow disbursements such as taxes, hazard insurance, flood insurance, private mortgage insurance, lender placed insurance, credit life and disability,… more
- City National Bank (Houston, TX)
- …professional advisors to the Royal Bank of Canada (RBC) Rochdale Private Investment Counseling Service including the RBC Rochdale portfolio analysis and ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Provide business development...articulating the specific benefits that RBC Rochdale portfolio management service provides to the clients of the CPA and… more