- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Financial ...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- PNC (Chestertown, MD)
- …development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling ... Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking,… more
- Bank of America (Hunt Valley, MD)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- Bank of America (Hunt Valley, MD)
- …Job Description: This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services. Key responsibilities include ... are guided by a common purpose to help make financial lives better through the power of every connection....and 10 or their equivalent. Working in a retail sales/ service environment, the incumbent is responsible for coaching/supervising a… more
- JPMorgan Chase (Middletown, DE)
- …offer new tools to help customers meet their consumer banking and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, ... a passion for helping customers, building relationships, and delivering extraordinary customer service . You're energetic and enthusiastic as the face of Chase to our… more
- Travelers Insurance Company (Hunt Valley, MD)
- …with and supports business units including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and ... evaluation, and disposition of claims and claim litigation to achieve superior customer service and to optimize claim results. As a valued member of our team,… more