- Cornerstone Capital Bank (San Diego, CA)
- …leadership duties include employee development, ongoing coaching and performance management. The Branch Manager also prepares for the continued growth of the center ... for various loans c. Act as a mortgage loan advisor to customer base and discuss available options and...respond to and follow up on leads i. Market, service , and promote the Company's loan products Qualifications Behaviors… more
- WesBanco Bank Inc. (New Albany, IN)
- Back Customer Service Advisor -Float #41-8521 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will ... for location will be Spring Street as the home branch with floating to State Street, Highland Point and...supports and provides ongoing recognition for exceptional performance. Customer Service Advisor 's (CSA) are charged with providing… more
- WesBanco Bank Inc. (Annapolis, MD)
- Back 53d Customer Service Advisor - Annapolis #61-8418 Annapolis, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in ... challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor 's (CSA) are charged with providing excellent customer… more
- Northwest Bank (Clarion, PA)
- Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and ... centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing… more
- Hudson Valley Credit Union (Liberty, NY)
- Overview Hudson Valley Credit Union is recruiting for the position of Relationship Advisor - Bilingual. Primary Function: provide highest level member service ... most convenient way to complete transaction processing in the branch and through other channels such as Internet Banking,...through the consistent application of the HVCU Sales and Service model in all member interactions. Support the successful… more
- Seacoast National Bank (Williston, FL)
- Description JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing ... Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing...the ability to discuss with and enroll customers in self- service products/processes Respond promptly to customer needs and requests… more
- Seacoast National Bank (Sebring, FL)
- …technology with the ability to discuss with and enroll customers in self- service products/processes Respond promptly to customer needs and requests for service ... strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working… more
- Cathay Bank - Headquarters (New York, NY)
- …and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships. Represent the bank ... training assigned in a timely manner. Maintains superior and courteous service to promote products and expand customer relationships. Exceeds customer expectations… more
- Bank OZK (Atlanta, GA)
- …as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across ... external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees. + Meets...the Bank. + Ensures a high level of customer service is established and maintained. + Assures delivery of… more
- Seacoast National Bank (Sarasota, FL)
- …within the branch as needed up to and including Teller, Client Advisor and Branch Support Coordinator roles. Assist customers with notary, signature ... is responsible to assist in developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to help… more
- Heritage Bank (Lacey, WA)
- …customer service , opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday-Thursday ... are committed to delivering exceptional financial services to our customers. The Lacey Branch is seeking a n ew accounts representative to help customers meet their… more
- Renasant Bank (Horn Lake, MS)
- …class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. Achieve consistent and balanced ... individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc. Partner with Branch Manager… more
- Affinity Plus Federal Credit Union (St. Paul, MN)
- …and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only ... feel the Affinity Plus difference. Position Overview: A Member Advisor interacts with our members through the lobby, drive...and issues Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable Other… more
- Busey Bank (Peoria, IL)
- …The Client Service Associate is responsible for assisting the Financial Advisor and servicing clients with a full line of investment products, including mutual ... and make outbound calls to warm leads to schedule appointments Prepare advisor with necessary paperwork prior to client appointments Demonstrate an understanding… more
- Heritage Bank (Bellevue, WA)
- …of bank products and services to clientele while serving as a trusted advisor . This position will also have responsibility for underwriting, structuring, and closing ... The successful candidate will be able to: Establish and service a sound loan portfolio by cultivating new and...Work to establish his/her role as a trusted financial advisor . Evaluate the overall resources and capabilities of the… more
- Civista Bank (Sandusky, OH)
- …a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each ... options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on...a wide variety of products. Acts as a trusted advisor , provide solid solutions and simplifies the client's life… more
- Horizon Bank (Portage, MI)
- …at Horizon Bank you'll be at the forefront of a culture of exceptional service , where creativity meets expertise and relationships are the heart of everything we do. ... for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding… more
- The Auto Club Group (Cobb, GA)
- …the following areas to ensureoptimalsuccess as a Facility Manager, Assistant Facility Manageror Service Advisor : Lead andassistin the customer service and ... processes and procedures, enhance abilities to allow for future placement into Service Advisor , Assistant Facility Manager or Facility Manager positions based… more
- Charles Schwab (Hamilton, OH)
- …growth and management of an affluent wealth management practice, providing exceptional service , advice, and relationship management. If you are a licensed financial ... desire to grow under the mentorship of a seasoned advisor , this could be the role for you. To...may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series… more
- WesBanco Bank Inc. (Ann Arbor, MI)
- …industry. Experience and knowledge as compliance officer for both Broker/Dealer and Registered Investment Advisor . Series 7 Series 63 & 65 or 66 Series 24 or Series ... all assigned compliance training timely and maintain professional licenses as required. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which… more
