דרושים United States, Concord

Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....

Three years of customer-facing retail or hospitality experience. One year of leadership experience. Demonstrated ability to recruit, build and lead high-performing teams. Proficient in Microsoft Office and retail business systems....

Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...

Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all...

Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...

Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems. Contribute to the development of systems and procedures that are both cost...

Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives. Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations....