דרושים United States, North Augusta

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...

Lead the effective completion of assigned cases, working seamlessly with teams responsible for sub-activities across the process. Execute KYC and non-KYC updates promptly, ensuring they meet the highest quality and...

Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...