- Bank of America (Pennington, NJ)
- Consumer Investments - Financial Services Representative Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common ... passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal...brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will… more
- Wells Fargo (Conshohocken, PA)
- …while developing understanding of tools, resources, and coaching to provide enhanced service + Provide financial information, investment profiles, and ... completed Securities Industry Essentials (SIE) exam or equivalent **Desired Qualifications:** + Financial services experience + Client services experience +… more
- Bank of America (Pennington, NJ)
- Consumer Investments - Investment ...as a central entry point into a fully licensed financial services career. **An Investment ... where the representative is expected to take several inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. Job expectations include managing… more
- Bank of America (Pennington, NJ)
- …Controls functions, as required **Required Qualifications:** + Understanding of Preferred ( Consumer Investments , Financial Center, Preferred Lending) clients ... are guided by a common purpose to help make financial lives better through the power of every connection....and procedures + Project management experience + Proficient with Consumer Investments and/or Consumer Banking… more
- Citizens (Blue Bell, PA)
- …knowledge of internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance, and ... of 2 years in a Financial Advisor role or equivalent experience in financial services . + Demonstrated track record in new business development and client… more
- TD Bank (Conshohocken, PA)
- …or equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and ... experience + Leads, coaches and develops a team of service and advice colleagues on services , product...banking experience or are just starting your career in financial services , we can help you realize… more
- Bank of America (Pennington, NJ)
- …Enterprise Job Description: This job is responsible for overseeing employees within Consumer Investments Solutions and Client Services . Key responsibilities ... 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 (Horsham, PA)
- …and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small ... financial technology and the most welcoming and friendly service , you will be front and center representing our...and offer new tools to help them meet their consumer banking and investment goals + Champions… more
- JPMorgan Chase (Center Valley, PA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial… more
- Nestle (King Of Prussia, PA)
- …learn from talented colleagues around the globe, and benefits that support physical, financial , and emotional wellbeing. Join us to innovate for impact and reimagine ... with all internal teams including Customer Strategy, Finance, and Customer Service . + Detailed understanding of the Customers go-to-market model including Category… more