and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads.... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the...
Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services...'s Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales Meet...
Job Title: Senior Client Services Care specialist Location: AZ - Chandler 3033 What you'll do: As a Senior Client... and toggling between multiple systems while communicating resolutions in an efficient manner. One of your key responsibilities...
through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage..., Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating...
process and the Customer Relationship Management (CRM) tool to align key activities and behaviors needed to achieve and exceed... challenges, develop key competencies, and excel in their roles. Business Development and Community Engagement: Build...
involving unusual situations or requiring close scrutiny. One of your key responsibilities is to review the loan structure... banking products and services. Advanced knowledge of applicable regulatory and legal compliance obligations, rules...
significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.... As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients...
professionals. Job performance is evaluated on accuracy, timeliness, productivity and customer satisfaction. KEY RESPONSIBILITIES... and Patriot Act information and related duties as required. Reviews mortgage discharges for accuracy. MINIMUM QUALIFICATIONS...
unusual situations or requiring close scrutiny. One of your key responsibilities is to review the loan structure, financial... and services. Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry...
cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing... and service skills, presenting products and services while proactively educating clients on utilizing available access channels...