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Expected to exercise sound judgment in resolving client and/or employee issues. Present various options and suggestions that best fit the needs of each client. Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service.
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Golden Reserve is looking for an experienced Client Services Specialist (CSS) for our location in Pepper Pike. Our CSS is a mix of a Paraplanner and Client Services Coordinator. This position is full-time in-office at our location in Pepper Pike with periodic regional travel to Independence/Westlake based on client meeting needs.
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The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service.
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As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Private Client Banker - Chardon Square - Chardon, OH.
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The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.
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Licensed Private Client Banker - Chesterland. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.
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Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
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Are affiliated companies under the common control of JPMorgan Chase & Co. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
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As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
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Addresses incidents and resolves client and employee complaints in real time, preparing follow-up reports and plans of correction as necessary. Collaborates on client matters to ensure the safe delivery of individualized services, including providing routine nursing care as needed.
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Description :The Epic Client Systems Administrator is responsible for ensuring the CKD EHR platform demonstrates high reliability, scalability, performance, and recovery best practices to support business strategy and operations.
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Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery. Acts as lead and/or client advocate/representative on assembled team.
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Collaborate with Client Care Coordinator as well as client and family for best care opportunities. Collaborate with Client Care Coordinator as well as client and family for best care opportunities.
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Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
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Title: private client banker Company: Jpmorgan Chase Co in Chesterland, OH
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