- Fifth Third Bank, NA (Orlando, FL)
- …with clients and members of the team around account management + Delivers exceptional client service while achieving service level agreements and working ... Prior brokerage industry experience (minimum 3 years). + Excellent client service within investment industry. + Strong...'s internal applications is a plus + #LI-LB Private Bank Securities Specialist At Fifth Third, we… more
- Columbia Bank (Lakewood, WA)
- …consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Utilizes extensive ... conducive to generating revenue for the team and the bank . + Regularly participates in client and prospect research to help Retail Business Bankers Find,… more
- Bank OZK (Ozark, AR)
- …issues to next level of authority, as needed. + Model and champion the Bank 's standards for exceptional customer service . + Enthusiastically support the bank ... Why Bank OZK Founded on a legacy of more...leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to… more
- Bank OZK (Roswell, GA)
- …requested. + Model and champion the Bank 's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... Why Bank OZK Founded on a legacy of more...leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to… 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 ... high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures +… 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 ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...and updating client records * Respond to client inquiries regarding bank products, services, account… more
- First Horizon Bank (Mount Pleasant, SC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...and updating client records + Respond to client inquiries regarding bank products, services, account… more
- City National Bank (Beverly Hills, CA)
- * CLIENT SVCS SPECIALIST II* WHAT IS...flexibility and expertise to perform the duties of the Client Service Representative functions at a moments ... are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good...customers with any transaction. Has good working knowledge of bank policies and procedures. WHAT WILL YOU DO? *… more
- NBT Bank (NY)
- Pay Range: $20.60 - $28.83 Deliver client service for daily record-keeping, administration and servicing of assigned his/her book of business to promote revenue ... Education and Experience: + Associate's degree and two (2) years' customer service related experience, or equivalent combination of education and experience + ASPAA… more
- First Horizon Bank (Morristown, TN)
- …On site at location listed in job posting. **Summary** : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a ... full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance … more
- Huntington National Bank (Bloomfield Hills, MI)
- Description Summary: Client Specialist for Government Guaranteed - Small Business Association (SBA) 7a line of business, provides administrative support for the ... SBA Product Specialist Sales Team and is responsible for the day...experience with consumer or business banking loans, and customer service , sales, or client management Preferred Qualifications:… more
- Bank of America (San Antonio, TX)
- …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and ... Wealth Management Specialist San Antonio, Texas **To proceed with your...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
- Bank of America (Northbrook, IL)
- …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and ... Wealth Management Specialist Northbrook, Illinois **To proceed with your application,...management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing… more
- Bank of America (Los Angeles, CA)
- …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and ... Wealth Management Specialist Los Angeles, California **To proceed with your...execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation… more
- Bank of America (Dallas, TX)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Sr- Service - Specialist CashPro Technical- Service -Center\_25040179) **Job Description:** At Bank ... Sr. Service Specialist - CashPro & Technical ...we make an impact in the communities we serve. Bank of America is committed to an in-office culture with… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title ... years of experience with consumer or business banking loans, and customer service , sales, or client management Preferred Qualifications: + Excellent… more
- Bank of America (Hunt Valley, MD)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hunt-Valley/Consumer-Investments Investment- Specialist -Trainee--Obtain-SIE-Series-7-66-\_25047414) **Job ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- UMB Bank (Plano, TX)
- As the **Treasury** ** Service Specialist ** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, ... deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with...time delivery through daily interactions + Manage resolution of client needs by identifying and coordinating appropriate bank… more
- Huntington National Bank (Birmingham, MI)
- … service model to high net worth clients. Detailed Description + Private Banking Service Specialist II is responsible for the day to day activities and ... Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and...for processing consumer loan requests; prepares and submit overrules. Service Specialist II has more in depth… more