דרושים United States, El Monte

Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...

Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...

Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...

Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP),...

Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available...

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...

Clinical Support Excellence: Serve as the primary clinical resource for device implant coverage, troubleshooting, programming, and patient follow-up, ensuring optimal customer and patient outcomes. Educational Outreach: Conduct presentations and demonstrations...