- Fidelity TalentSource LLC (Westlake, TX)
- …of mutual fund and brokerage accounts for several lines of business including Retail , Correspondent and Advisor customers. Within this role you will interact ... stocks, bonds and mutual funds. You will use multiple channels to deliver these assets, which include the Automated...needs with time onsite and offsite through what we call "Dynamic Working." Most associates will have a hybrid… more
- Oriental Bank (San Juan, PR)
- The Associate, Team Lead, Retail Channels (ATL), contributes to the overall success of the Remote Channels area by providing thorough support ensuring ... Service Level Agreements (SLA). + Helps and support the Advisor and Associates with operational issues for an agile...+ Just in time feedback to Associates tied to call management such as identity validation, SHINE, customer issue… more
- Oriental Bank (San Juan, PR)
- …call center, contact center, branches, social media or chat management and/or retail channels management environment required. One year (1) of supervisory ... The Advisor , Retail Channel (Chat and Social...compliances, high quality customers service and migration to self-service channels by Remote Channels associates. Position works… more
- Weichert Co. (Cherry Hill, NJ)
- Mortgage Advisor - Direct Cherry Hill, New Jersey, 08002, United States Weichert Financial Services is hiring a Mortgage Advisor - Direct in its Cherry Hill, NJ ... Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor as they help our clients achieve the American Dream of Homeownership.… more
- PNC (OH)
- …and have an opportunity to contribute to the company's success. As an AML Sanctions Advisor within PNC's , Retail AML Compliance Advisory Organization you may be ... is preferred. **Job Description** + In an individual contributor role and advisor on AML and Sanctions Program subject matter specialties, communicates effective… more
- PNC (DE)
- …and have an opportunity to contribute to the company's success. As an ALM Sanctions Advisor Sr within PNC's , Retail AML Compliance Advisory Organization you may ... related customer risk profiles. Identifies issues, escalates through proper governance channels as needed, and recommends corrective action plans. Directs the review… more
- HSBC (Buffalo, NY)
- …investors, our communities and the planet we all share. Welcome Care Advisor will deliver outstanding quality advice, consultation and coordination of international ... banking setting them up for success + Adhere to call procedures and guidelines + Establish customer's needs and...Contact HSBC Domestic and International customers via approved communication channels (phone calls, zoom, Outlook email) in a polite… more
- Charles Schwab (Sacramento, CA)
- …Operational Services Account Solutions (OSAS) is the primary operations arm for Advisor Service and Investor Services New Accounts. OSAS provides service to our ... retail clients and financial advisors to fulfill our purpose...will focus on New Accounts and Account Maintenance for Advisor Services. You will be responsible for processing applications… more
- Synchrony (Cincinnati, OH)
- …(data integration with Allegro and Ally, implementation of Pay Later), channels and presentment (strategic technology partners such as multi source financing), ... and implement business strategies as well as optimize existing products and channels across CareCredit and installment, by partnering closely with Sales, Strategy,… more
- Nike (Beaverton, OR)
- …across the Employee & Executive Communications team, partnering closely with editorial and retail to build one cohesive plan + Bring a strong writing skillset with ... event posts and additional copy for all internal global channels as needed. + Proactively recommend editorial stories and...+ Experience and understanding on engaging a distributed workforce; retail background a plus In a typical week, you… more
