10 personal banker jobs found

Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm  LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers.  Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have...

Toronto, ON Full time 2617777 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** As a member of the Investor Services Inc (ISI) team, you’ll be the first point of contact for ISI clients (including Investors Edge), via phone and online channel. As a Customer Service Representative, you can make a meaningful impact in the lives of our clients by using your exceptional interpersonal and relationship building skills to recognize and accurately assess each client’s needs and provide a timely resolution....

Toronto, ON Full time 2617496 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success....

The Customer Service Analyst 2 is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities:** + Serve as dedicated point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues + Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards + Conduct necessary analyses to address client needs + Communicate resolutions to clients + Develop and maintain client portfolio through regular calls and virtual meeting, as needed + Inform clients about problems (system failures, market issues) and provide regular resolution updates + Appropriately assess risk when business decisions are made, demonstrating particular...

At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure everyone has access to healthcare today and for generations to come. Join Roche, where every voice matters. **The Position** The Employee Experience Operations Travel & Expense Specialist as part of the Global Customer Experience (GCX) department will maintain and support the daily activities of the Travel and Entertainment associated with Roche. This role is expected to offer a high level of customer service as this is the first point of contact for our internal customers. As a team member of Roche Services Solutions - Global Customer Experience Department you will be responsible for providing customer...

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation and lobby events. * Actively and consistently support all efforts to simplify and enhance the customer experience * Meets established objectives relative to monthly sales goals and increased sales volume and penetration through assigned leads and assigned property portfolio * Solicits residential customers through door-to door solicitation and lobby events * Generates incremental revenue from existing customers by adding new/additional services * Responds to customer problems and complaints according to established company policy; follows through to ensure issues are satisfactorily resolved * Maintains a well-informed knowledge base of competitors activities throughout assigned territory;...

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation and lobby events. * Actively and consistently support all efforts to simplify and enhance the customer experience * Meets established objectives relative to monthly sales goals and increased sales volume and penetration through assigned leads and assigned property portfolio * Solicits residential customers through door-to door solicitation and lobby events * Generates incremental revenue from existing customers by adding new/additional services * Responds to customer problems and complaints according to established company policy; follows through to ensure issues are satisfactorily resolved * Maintains a well-informed knowledge base of competitors activities throughout assigned territory;...

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation and lobby events. * Actively and consistently support all efforts to simplify and enhance the customer experience * Meets established objectives relative to monthly sales goals and increased sales volume and penetration through assigned leads and assigned property portfolio * Solicits residential customers through door-to door solicitation and lobby events * Generates incremental revenue from existing customers by adding new/additional services * Responds to customer problems and complaints according to established company policy; follows through to ensure issues are satisfactorily resolved * Maintains a well-informed knowledge base of competitors activities throughout assigned territory;...

Labcorp is a leader in diagnostics, drug development and healthcare innovation. Across every role, we harness data and AI to work smarter, move faster and create breakthrough solutions that improve health outcomes for people. With our global scale and deep expertise, you'll do meaningful work, grow your career and make a real impact. Together, we're improving health and improving lives. _Labcorp is a global leader in diagnostic testing and drug development solutions, helping healthcare providers, researchers, and patients make informed decisions that advance care. Join us in our mission to improve health and improve lives._ Labcorp is seeking a Phlebotomist to join our team at New York, NY. **Work Schedule:** Monday - Friday 8:00am - 4:30pm and rotating Saturdays 8:00am - 12:30pm **Job Responsibilities:** + Perform blood collections by venipuncture and capillary techniques for all age groups + Collect specimens for drug screens, paternity...

The Customer Service Analyst 2 is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support. **Responsibilities:** + Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues + Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards + Conduct necessary analyses to address client needs + Communicate resolutions to clients + Develop and maintain client portfolio through regular calls and face to face interaction, as needed + Inform clients about problems (system failures, market issues) and provide regular resolution updates + Appropriately assess risk when business decisions are made, demonstrating...