דרושים United States, Lexington

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management

• Client Management

• Customer and Client Focus

• Issue Management

• Oral Communications

• Business Development

• Client Solutions Advisory

• Pipeline Management

• Prioritization

• Administrative Services

• Emotional Intelligence

• Referral Identification

• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities

• Provides clinical nursing care for the management of occupational and non-occupational health conditions, adhering to evidence-based, symptom-focused established protocols

• Coordinates and implements health promotion initiatives including health screenings, health assessments, health-related counseling/education, immunizations and travel consultations; Manages work accommodation and ergonomic case requests

• Documents all encounters in electronic health record system and ensures the integrity and confidentiality of all health information

• Develops effective employee relationships that engender confidence in the care and/or advice provided

• Upholds compliance with nursing audit protocols, universal standards for personal protection, OSHA and safety/environmental guidelines for storage and use of medical supplies as well as proper medical waste disposal procedures according to federal, state and local regulations

• Attains high level of employee satisfaction as demonstrated through verbal and written feedback as well as employee satisfaction survey

Required Qualifications, Capabilities and Skills

• License & education requirements: Current license to practice as a registered nurse in the state(s) of employment/practice; if eligible, multi-state/ compact RN license; current BLS certification; Bachelor of Science in Nursing required

• Work experience: 5+ years of nursing experience with minimum of 3 years of nursing experience in emergency room, critical care, occupational health, urgent care or ambulatory clinic environment(s); strong overall clinical and nursing judgment skills

• Proficiency in and attention to detail with electronic health record software and Microsoft Applications (Word, Outlook, Excel, etc.)

• Knowledge of case management (such as work accommodations and ergonomics), workers' compensation and governmental regulations

• Strong interpersonal and written/verbal communication skills; ability to adapt working/communication style

• Demonstrated sense of urgency and ability to work within a fast-paced corporate environment; able to escalate when appropriate

• Ability to work in-person five days a week on an 8am-5pm schedule and rotate across assigned clinics depending on business need

Preferred Qualifications, Capabilities and Skills

• Certification in Occupational Health, Ambulatory Care, Case Management or Health Coaching, a plus

Job Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• 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 right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent