- Bank of America (Chandler, AZ)
- 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 (Chandler, AZ)
- Financial Solutions Advisor - Consumer Investments Chandler, Arizona;Chandler, Arizona; Phoenix, Arizona; Mesa, Arizona **Job Description:** Please note that ... + Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor I - Registration Candidate - Consumer Investments Chandler, Arizona;Chandler, Arizona; Phoenix, Arizona; Mesa, Arizona **Job ... Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- PNC (Phoenix, AZ)
- …company's success. As a Development Program Associate within the PNC Investments organization, you can sit across PNC's footprint. **Job Description** ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Bachelors **Certifications** No Required… more
- Bank of America (Chandler, AZ)
- …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
- JPMorgan Chase (Tempe, AZ)
- …planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support ... Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be...Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend… more
- Wells Fargo (Gilbert, AZ)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related… more
- PNC (Phoenix, AZ)
- …Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** ... manager's discretion. In this position, you will deliver FIS (Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- BMO Financial Group (Phoenix, AZ)
- …banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments , lending solutions, ... Delivers exceptional service to BMO customers and prospects. Identifies customer...customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial… more
- US Bank (Tempe, AZ)
- …postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...filing Suspicious Activity Reports (SARs). An investigator may review consumer and commercial DDAs, loans, lines of credit, debit… more
- Wells Fargo (Phoenix, AZ)
- …will report to the Head of Diversity, Equity, and Inclusion (DE&I) for Wealth and Investment Management (WIM), Consumer Lending (CL), and Consumer and Small ... and client needs. + Demonstrated experience developing inclusive strategies aligned to financial products and service offerings to various diverse customer… more
- BMO Financial Group (Tempe, AZ)
- …activities. + Completes onboarding activities as required. + Delivers exceptional customer service that builds trust through expertise, responsive service , and ... in a timely manner. + Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking… more
- Umpqua Bank (Phoenix, AZ)
- …not refer the consumer , based on the employee's assessment of the consumer 's financial characteristics to a particular Bank MLO) for compensation or gain.All ... **About the Role:** Responsible for the delivery of outstanding customer service , achievement of growth goals, operational efficiencies, and development of store… more
- JPMorgan Chase (Tempe, AZ)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... **Preferred qualifications, capabilities, and skills** + Prior experience in the financial service industry in client facing role + College degree or equivalent… more
- JPMorgan Chase (Tempe, AZ)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while… more
- JPMorgan Chase (Tempe, AZ)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place for you! As...experience preferred + Experience with a wide array of financial products preferred JPMorganChase, one of the oldest … more
- JPMorgan Chase (Tempe, AZ)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... collaborative team member, solutions orientated and delivers premier client service , JP Morgan is the place for you! As...experience preferred + Experience with a wide array of financial products preferred JPMorganChase, one of the oldest … more
- JPMorgan Chase (Tempe, AZ)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... Lead a team or teams of Client Service professionals who advise our moderate to complex...for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to… more
- Wells Fargo (Maricopa, AZ)
- …position + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related ... appropriate introductions to address the needs of customers with investment or retirement needs + Provide self- service ...to small business customers + Knowledge and understanding of financial services consumer lending products + Ability… more
- PennyMac (Phoenix, AZ)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac,...Day The Customer Experience Specialist is a skilled customer service role, operating in a call center environment and… more