2 jobs found in sun city

Position Title Wealth Services Sales Support & Service Specialist   Location Sun City, AZ 85351-1075   Job Summary The Wealth Sales Support & Service Specialist is a sales support and service role that will be responsible for providing administrative support to one or more Financial Consultants (FC). This individual will report directly to the Sales Support & Service Leader of the Investment & Insurance Division. Administrative support will include working with assigned FC(s) to work with their book of business to set appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to client accounts, and preparing financial reports to track team(s) progress to goal. This position requires independent thinking, professional communication skills, organizational skills and the ability to help the FC coach/mentor licensed and non-licensed bankers.   Job Responsibilities: JOB RESPONSIBILITIES...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...