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This position holds responsibilities in 4 primary categories Sales Support, Compliance, Customer Service, and Teamwork. Some of the primary responsibilities are listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork for clients. Provide accurate, timely and courteous responses to clients. Organize client f
Posted 2 days ago
The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. The TAS Director will lead multiple client engagement teams, supporting all elements of execution a
Posted 28 days ago
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 10 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 10 days ago
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 10 days ago
Comerica Bank
- Plymouth, 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
Posted 3 days ago
Comerica Bank
- Auburn Hills, 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
Posted 3 days ago
Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com
Posted 11 days ago
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
Posted 3 days ago
Leadership Activities Lead, coach, evaluate, execute, and impact the proactive leadership activities for the attraction, expansion, and retention of customers. Develop banking center plans to determine, coordinate and execute growth activities by aligning weekly goals with sales and operations activities. Deliver daily coaching and evaluations for effective execution. Pro
Posted 3 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 13 days ago
Service Provide remarkable customer service, while processing transactions received via Interactive Teller Machines accurately and efficiently. Be knowledgeable of consumer products and services. Compliance Ensure compliance with applicable federal, state and local laws and regulations. Control losses by following Banker Connect transaction policy and procedures. Adhere t
Posted 3 days ago
Service Provide remarkable customer service, while processing transactions received via Interactive Teller Machines accurately and efficiently. Be knowledgeable of consumer products and services. Compliance Ensure compliance with applicable federal, state and local laws and regulations. Control losses by following Banker Connect transaction policy and procedures. Adhere t
Posted 3 days ago
Fifth Third Bank
- Ann Arbor, MI / Brighton, MI
Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple
Posted 14 days ago
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, regulatio
Posted 3 days ago
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