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The position is an all encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountab
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Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe
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As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) se
Posted Today
As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) se
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
Job description HSBC Innovation Banking We support the builders, forward thinkers, future makers and leap takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start ups, scale ups, growth businesses, investors and those working towards IPO. Whether it's providing strategic advice, comprehensive banking, industry connec
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Supports the Vice President, Reimbursement in all matters related tothird party accounting within the AAH service area. In addition, this position is to serve as a key liaison between the Reimbursement department and hospital financial leadership as well as governmental auditors and will be looked to as a departmental leader in technical issues related to the monthly fina
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Increase the Bank's profitability by cultivating new business relationships. Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling the Bank's credit and non credit products. Accept special projects in support of the team and community involvement. Maintain knowledge of corpor
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Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que
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Comerica Bank
- Grosse Pointe, MI
Customer Experience Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulation
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Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
NYC DOT seeks to hire an Administrative Space Analyst to join the Facilities Management Unit. The candidate must be an independent thinker with strong problem solving abilities, have a high level of initiative, and encompass technical work with varying degrees of difficulty in the field of Real Estate and Space Planning. With oversight of the Director of Real Estate & Pla
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This position is responsible for claim resolution of all assigned denial types. This position is responsible for identifying and escalating denial trends to the Accounts Receivable Supervisor. This position should include the ability to recognize and communicate with insurance payers for additional review, reconsideration, or appeals. Key Results Areas (KRAs) Conduct AR F
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Customer Service Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can do attitude, and willingness to help at all times. Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a
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