דרושים United States, Bellingham

Answer phones and greet and direct visitors. Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence....

Client Management. Client Solutions Advisory. Customer and Client Focus. Referral Identification. Risk Management. Client Experience Branding. Credit Documentation Requirements. Credit and Risk Assessment. Pipeline Management. Referral Management. Attention to Detail....

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...

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...