Jobs near Brandywine: 5,342
RS
Relevance Score ranked on: CLIENT RELATIONS
Universal Banker- Waldorf
Waldorf
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Banker, Relationship, Operations
80
4.7mi
Updated: November 02
Financial Advisor – PNC Investments
Washington (20006)
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making r...
Search Terms: Financial Advisor, Investment, Financial, Client Relations, Sales Associate
77.4
19mi
Updated: November 04
Universal Banker - bilingual (Spanish) preferred - Clinton Woodyard
Clinton
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Spanish, Bilingual, Yard, Client Relations
76.9
7.1mi
Updated: October 18
Universal Banker - Watkins Park
Upper Marlboro
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
76
8.5mi
Updated: October 08
Universal Banker - bilingual (Spanish) preferred - Mount Vernon
Alexandria
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Spanish, Bilingual, Client Relations, Relationship
75.4
16mi
Updated: October 19
Relationship Banker - Osborne Road
Upper Marlboro
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Client Relations, Banker, Client Service
75.3
8.5mi
Updated: October 19
Financial Wellness Consultant
Washington (20006)
Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With ...
Search Terms: Financial, Wellness, Consultant, Client Relations, Customer Experience
74.9
19mi
Updated: October 16
Universal Banker - 100 M Street
Washington
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
74
19mi
Updated: September 26
Client Service Associate - Washington, D.C.
Washington
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps...
Search Terms: Client Service, Financial Advisor, Associate, Client Relations, Relationship
73.9
19mi
Updated: October 22
Relationship Manager, Seramount
Washington
The Seramount Relationship Manager plays a key role in service delivery and project management for partner organizations with Seramount Research memberships including Diversity Best Practices (DBP) and the Chief Diversity Officer Collaborative (CDOC). The Relationship Manager supports partner relatio...
Search Terms: Relationship Manager, Relationship, Manager, Client Relations, Diversity
73
19mi
Updated: October 08
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