- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the product/ service . + Record and process ... making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/ ... service . + Respond to more advanced issue escalations promptly...provide managerial approvals as required. + Provide a quality service to clients. Responsibilities may include processing cases, dealing… more
- Huntington National Bank (Columbus, OH)
- Description Summary:The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- Huntington National Bank (Arvada, CO)
- Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
- Huntington National Bank (Kent, OH)
- Description Summary:The HFA Financial Advisor - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. + Utilize… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... homeownership. Your excellent interpersonal skills and dedication to exceptional customer service will enable you to build long-term relationships with customers… more
- JPMorgan Chase (Westerville, OH)
- …sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, ... you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment… more
- JPMorgan Chase (Edina, MN)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Edward Jones (Springfield, IL)
- …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 3161 West White Oaks Drive, Suite 100,… more
- Edward Jones (Holland, MI)
- …our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client ... critical member of that team along with the financial advisor . You are the first voice a client hears...most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 437 Butternut Dr Suite A, Holland, MI… more
- FirstBank PR (Guaynabo, PR)
- Sales & Service Representative Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we ... deliver on our promise of excellence in personalized customer service . Our more than 3,100 employees in Puerto Rico,...develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and… more
- FirstBank PR (San Sebastian, PR)
- MONEY EXPRESS BRANCH MANAGER SAN SEBASTIAN BRANCH Our...At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ... deliver on our promise of excellence in personalized customer service . Our more than 3,100 employees in Puerto Rico,...number one place for you. A Brief Overview The Branch Manager administers, plans, organizes, analyzes, and accomplishes the… more
- KeyBank (Knox, IN)
- …N Main Street - Knox, Indiana 46534 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Branch Manager builds, coaches, develops, leads, and motivates a...a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending… more
- City National Bank (Pacific Palisades, CA)
- …financial needs, providing sound financial advice and acting as a trusted strategic advisor . Responsible for all functions of assigned branch with particular ... activities of branch personnel towards attainment of branch goals, including sales, client service and...attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible… more
- Edward Jones (St. Louis, MO)
- …records utilizing data analytics, reports, and tailored discussions to test the Financial Advisor and branch team's compliance with industry regulations and firm ... close early due to the volume of applicants. The Branch Audit Department plays a critical role in achieving...to conduct inspections and tailored compliance discussions + Financial service experience is preferred + Bachelor's degree is preferred… more
- Raymond James Financial, Inc. (Marion, IN)
- …combines hands-on contributions with educational exposure to financial planning, client service , and operational processes. The branch seasonal associate ... support + Observe financial advisors and learn about client onboarding, planning, and service processes. + Support projects that improve branch efficiency and… more
- Dickinson Financial Corporation (Overland Park, KS)
- …proactive outreach and targeted marketing campaigns. + Support the region around a hub branch to include operational, sales, and service assistance and serves as ... **Summary** The Branch Relationship Specialist will provide superior banking experience...a highly motivated, results-oriented banking professional to build a service model and help to define relationship banking suite… more
- Edward Jones (Tempe, AZ)
- …Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service . This is a salaried position and available ... them are the measure of everything we do. And Service and Operations divisions are at the center of...the center of it all. We support our clients, branch teams and headquarter associates in providing the best… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. **Overview:** Branch Compensation is responsible for the timely & accurate payment of all elements ... of Financial Advisor Compensation including Commissions, New FA Compensation, Trimester Bonus,...etc. This position will work in collaboration with the Branch Compensation Department Leader to ensure team responsibilities, both… more
- EMCOR Group (Irvine, CA)
- …control systems. **Job Summary** The Branch Safety Specialist serves as the branch safety program owner and trusted advisor to branch leadership ... **About Us** We are a full- service HVAC, building automation, chiller, and retrofit contractor...prioritization of corrective actions. **Essential Duties & Responsibilities** * Branch Program Ownership: Develop, implement, and maintain the … more