Client Relationship & Lending Specialist
Truist
Truist in the Town of Florida, NY is seeking a client-focused individual to enhance client relationships through exceptional service both in-person and over the phone. The role involves working with clients to develop financial solutions that meet their needs while ensuring compliance with operational procedures. Essential qualifications include at least 2 years of client service experience, strong interpersonal skills, and the ability to multitask under pressure. This position offers a comprehensive benefits package including health insurance and 401(k) plans. #J-18808-Ljbffr Truist
- ...seeking a dedicated professional to enhance client service experiences both in-person and... ...opportunity to build and expand client relationships, providing tailored financial solutions... ...responsibilities include advising on consumer lending options, meeting branch sales targets,...Suggested
- ...Town of Florida, NY to provide exceptional client services in person and over the phone.... ...entails developing and expanding client relationships while addressing their financial needs... ...Additionally, the role includes advising on lending options and fulfilling teller duties...Suggested
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...Suggested
- Truist in the Town of Florida, NY is seeking qualified candidates to provide exceptional client service and financial solutions through relationship building. The role involves working directly with customers to meet their financial needs while conducting teller transactions...SuggestedWork at office
- ...Fairygodboss is seeking a dedicated client service representative for their branch in Town of Florida, New York. The role involves... ...high school diploma or GED, along with a strong ability to build relationships and resolve client issues effectively. The position offers a...Suggested
- ...Bank of America is seeking a motivated individual to engage clients and assist with transactions using self-service resources. This role emphasizes building relationships and managing financial center operations effectively. The ideal candidate will display strong problem...Full time
- Specialist, Client Operation I Join our Wealth Services Client Service team as a Specialist, Client Operation I located in Lake Mary. In... ...continuous service improvement, including digital adoption. Build relationships with business partners. Possibly engage in client service...Work experience placement
- ...coordinate review of reports, and share reports with accounting teams. Review the work of junior team members. Maintain relationships with client staff, regularly exchanging information regarding cash, accounting, and reporting of daily and monthly client activities....Work experience placementWork at office
- ...results are valid for 6 months.**ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member... ...full attention by carefully listening to and observing your client or member.* **Connect** Consistently be friendly and...Full timeContract workPart timeFor contractorsWork at officeFlexible hoursShift work
- ...internal and external members. Building relationships with members to help them save, borrow,... ...transactions. As a Member Relationship Specialist, you will introduce members to... ...Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act. Physical Requirements...Weekend work
- ...review of reports, and share reports with accounting teams. Review work of junior team members. Assist with maintaining relationships with client staff, regularly exchanging information regarding cash, accounting, and reporting of daily and monthly client activities and...Work experience placement
- ...A luxury retail company in New York seeks individuals to deliver exceptional client experiences while embodying the brand's ethos. Successful candidates will cultivate client relationships, surpass sales goals, and demonstrate exceptional communication skills. The role...
- Overview Specialist, Client Service Management role located in Lake Mary. In this role, you'll make an impact in the following ways: Participate... ...service improvement, including digital adoption. Build relationships with business partners. May engage in client service...Work experience placement
$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better... ...their operating model across our franchise. Build relationships with business partners and support client service or sales...Temporary workWork experience placementWorldwideFlexible hours$54.6k
Regions Financial Corporation is seeking a Senior Consumer Relationship Banker in New York. The role involves meeting customer needs through proactive service and relationship management, focusing on affluent households. Candidates should have a high school diploma, two...$72k - $105k
The Dedicated Lending SAFE Act is an entry level position responsible... ...in providing product specialists with qualified referrals for... ...mortgage lending services to clients in consultation with assigned... ...inquiries and build and maintain relationships with the client book of work...Full timeTemporary work- ...is seeking an entry-level position in mortgage lending, responsible for formulating strategic plans to... ...market share. The role includes consulting with clients, gathering loan information, and managing customer relationships. Success in this role requires 1-3 years of...
- Bank of America is seeking a client-focused team member to engage with customers in-branch, educate on self-service options, and process cash transactions as needed. You will build relationships, understand client needs, and connect them to appropriate solutions while adhering...Weekend work
- ...America in the Town of Florida is looking for individuals to engage clients and assist with their financial transactions through self-... ...strong communication skills, and be capable of building relationships with clients to meet their financial goals. The ideal candidate...Flexible hours
- JPMorgan Chase & Co. is seeking a Private Client Banker in the Town of Florida, New York. In this pivotal role, you'll manage affluent clients' relationships and help them reach their financial goals by delivering tailored banking solutions and services. The ideal candidate...
$100k - $120k
A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications...Flexible hours- The Hardwick Group (The Hardwick Group, LLC) is seeking a Relationship Manager in Town of Florida, New York. This role involves managing a portfolio of commercial lending clients, primarily focusing on small to medium-sized businesses. You will originate and close various...Local area
- Join JPMorgan Chase & Co. as a Senior Home Lending Advisor in New York, where you will serve your customers as their chief point of contact throughout the life of the loan. You will help clients fulfill their dream of homeownership while adhering to regulatory requirements...
- ...Dormont Manufacturing Co is seeking a client-focused individual to assist clients in navigating financial transactions through self-service resources. Responsibilities include managing client engagements and ensuring compliance with regulations. The ideal candidate must...Flexible hours
- Senior Specialist, Client Processing Location: Lake Mary, FL. Responsibilities Ensure all service level agreements are met on a daily basis for each assigned task within Pershing EOP. Review account opening requests and account update requests via NetX to ensure all...Work experience placementLocal area
- Touchstone Wealth Partners is seeking a Client Relationship Manager to support financial advisors and deliver excellent client service. You will bridge the gap between advisors and clients, handling administrative tasks, client communications, and workflow processes. Role...
- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...Work experience placementWork at officeLocal areaWorldwideFlexible hours
- ...Join BNY's Client Service team as a Client Operation Specialist based in Lake Mary, FL. The role involves supporting clients and internal stakeholders to resolve issues and provide excellent service. Responsibilities Work with external clients to resolve day‑to‑day issues...Work experience placement
- ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...seeking a future team member for the role of Client Operation Specialist to join our Client Service team. This role is located in Lake...Work experience placementWorldwideFlexible hours
$50k - $70k
...cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... .... Join us and be part of something extraordinary. The Senior Specialist, Client Success supports the design, development, and delivery...Temporary workWorldwideFlexible hours
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