דרושים United States, Fort Worth

Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...

Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...

Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...

Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products...

Regular or Temporary:English (Required)1st shift (United States of America)Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are...

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...