- Oriental Bank (San Juan, PR)
- The Advisor , Retail Banking ( Customer Data & Strategy) is primarily accountable for the customer experience across all journeys. Responsible for ... field required. + Five (5) years of experience in customer experience analysis, eCommerce, digital or retail ...in customer experience analysis, eCommerce, digital or retail related experience required. Financial services or banking… more
- Oriental Bank (San Juan, PR)
- The Advisor , Retail Channels (Reporting/Analytics) interpret, analyze, and recommend data results using statistical and/or data analysis techniques and provide ... or patterns in complex data sets. + Prepare and analyze product and customer reports for strategic initiatives related to acquisition and portfolio retention. + Work… more
- Oriental Bank (San Juan, PR)
- The Advisor , Remote Network serves high-end customers with a sharp and professional business approach to build a lasting relationship to manage their wealth. ... Increases revenues and portfolio by building goodwill and customer loyalty. Making the high-end customer feel...to manage their wealth. + Identify opportunities to cross-sell banking products and services to clients, such as accounts,… more
- BMO Financial Group (Bakersfield, CA)
- …and experience. + Previous supervisory or management experience. + Expertknowledge of retail banking products and services + Expert knowledge of competitive ... retention and acquisition objectives. + Probes to understand customer personal banking and credit card needs...to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and… more
- HCA Healthcare (Miami, FL)
- …organizations. Apply Today! **Job Summary and Qualifications** The Virtual Bilingual Customer Advisor handles account inquiries via inbound and outbound ... like family! Jump-start your career as a Virtual Bilingual Customer Service Advisor today with Work from...one-year customer service experience required in a customer service, healthcare office, hospitality, retail sales… more
- TD Bank (Jenkintown, PA)
- …products, services and overall industry. + Advanced understanding and experience with retail and small business banking and experience interacting with Mass ... Thinking about making a career move as a Financial Advisor to a growing firm where your career growth...providing financial plans + Demonstrates a commitment to being customer -centric by delivering legendary service during every customer… more
- M&T Bank (Fairfax, VA)
- …and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...and insurance solutions to clients and leveraging partnerships in Retail , Business Banking and Wealth to increase… more
- M&T Bank (Williamsport, PA)
- …investments and insurance from high net worth customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, ... offering investment and insurance solutions and leveraging partnerships in Retail , Business Banking and Wealth to increase...customer relationships to bring the full spectrum of banking solutions to each client based on their individualized… more
- Citizens (Mineola, NY)
- … retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, ... Description The Private Client Senior Wealth Advisor thrives in a culture defined by a...financial planning and then offers appropriate wealth management and banking solutions to clients. The Private Client Senior Wealth… more
- Citizens (Newark, NJ)
- … retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, ... Description The Private Client Senior Wealth Advisor thrives in a culture defined by a...financial planning and then offers appropriate wealth management and banking solutions to clients. The Private Wealth High New… more
- TD Bank (Bethlehem, PA)
- …appropriate team member or internal Bank partner, while ensuring a positive Customer experience + Accurately completes everyday banking transactions either on ... Leads, the management of received Partner/ Retail to Retail Referral Leads or Campaign Leads, Customer ...engage in needs-based conversations to identify solutions + Understands Customer preferences with banking and educates Customers… more
- JPMorgan Chase (Grandview Heights, OH)
- …sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...+ Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media… more
- JPMorgan Chase (Garfield, NJ)
- …and skills** + Minimum three years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...+ Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media… more
- JPMorgan Chase (Hollywood, FL)
- …estate preferred + Minimum three years of mortgage lending and proven sales experience in retail banking required + Knowledge of real estate market in local area ... **Summary** As a Sr. Home Lending Advisor , you will take your clients on a...Partnering with your team, you will create an outstanding customer experience by utilizing centrally managed direct mail, media… more
- CIBC (Chicago, IL)
- …clients with their strategic and daily relationship needs to deliver top-notch customer service. The incumbent will collaborate with the Sr. Commercial Credit Risk ... The SBA Business Development Officer collaborates with the SBA Banking Manager, Team Leads, and other RMs to increase...On-going Relationship Management + Work to become a trusted advisor / strategic partner to each client through regular… more
- PNC (Houston, TX)
- …the right industries. Create value propositions with impact. Selling. - Applies knowledge of banking products and services to meet customer needs and enable them ... company's success. As a Relationship Manager I - Business Banking within PNC's Business Banking organization, you...from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …banking compliance, including suitability and other compliance issues involved with retail activity. * Principles of banking , finance, and securities industry ... clear directions and priorities. * Provide a high level of customer service. **Educational/Previous Experience Requirements:** * Bachelor's degree (BA) in a… more
- BMO Financial Group (San Francisco, CA)
- …within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank ... integrated BMO OneClient focus across all lines of business including Wealth, Retail , Small Business, and Capital Markets. Facilitates growth initiatives for the… more
- NCR VOYIX (Annapolis, MD)
- …(NYSE: VYX) is a leading global provider of digital commerce solutions for the retail , restaurant and banking industries. NCR VOYIX is headquartered in Atlanta, ... you have both a technical and business/sales acumen, and proven experience in pre-sales/ customer -facing/technical roles with 5+ years in the retail industry and… more
- TD Bank (Laurel, MT)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses...experience and build capabilities to shape the future of banking . Whether you've got years of banking … more