5 retail assoicate jobs found

Capital One Assistant Relationship Manager As a member of the Dealer Sales Pod, the ARM is responsible to leverage the Sales System & Protocol to ensure the overall interaction between the Dealer and Capital One is an iconic experience. The ARM is responsible for enabling their ASM, DSM and RM partners to focus on building best in class relationships and bring solutions to match their needs through consultative selling by: Serving as the main point of contact for dealer customer service escalations. Providing high touch concierge service. Developing a deep understanding of our products and programs, mining for dealer pings, and proactively setting up other Sales Pod members to be more effective through their conversations with the dealer. General Responsibilities: Cultivate positive relationships with our dealer customers to become the dealers point of contact for all service and execution needs. Act as a support and administrative coordinator between...

Capital One Director, KYC Operations (Hybrid) Capital One's Retail Bank Operations organization is seeking a talented senior leader to lead the KYC Operations teams. These teams are focused on the execution and management of operational processes tied to newly originated consumer and small business deposit accounts, to include account review, Know Your Customer (KYC) and Anti-Money Laundering (AML) processes. The Director, KYC operations needs to demonstrate a track record of improving complex processes resulting in savings for the company in a highly regulated environment. This individual must be able to effectively communicate and influence the team and partners across the company and across multiple levels of the organization. The individual must demonstrate strong analytical skills, attention to detail, and be well versed in AML and KYC compliance requirements. The ability to adapt to a dynamic, agile environment is also essential to succeeding in this role. This...

Fidelity Investments Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Collections Agent plays an important role in the organization by performing a variety of activities directly related to the company’s loan counseling functions. The role is primarily responsible, under direct to moderate supervision, to assist homeowners through inbound and outbound calls in a high-volume call center environment to determine the best possible method to address early defaults using a variety of collections and workout solutions. The primary objective of this role is to collect payments or aid homeowners experiencing a financial hardship. Compensation This role is a non-exempt...

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding...