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Bilingual Patient Service Representative (Burbank) at Orthodontic Experts LTD
Burbank, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Coordination, Spanish Bilingualism, Microsoft Office Suite, Problem Solving, De Escalation, Written Communication, Verbal Communication, Cash Handling, Administrative Support, Scheduling, Insurance Verification
Specialization
Candidates must have a high school diploma or GED, 3 years of customer service experience, and 2 years of patient service experience. Proficiency in Microsoft Office and bilingual fluency in Spanish are required, along with the ability to travel to various clinic sites.
Experience Required
Minimum 2 year(s)
Managing Director - Account Lead (Finserv/Banking) at Infinitive Inc
Washington, District of Columbia, United States - Full Time
Skills Needed
Account Management, Business Development, Sales Strategy, Financial Services Consulting, Project Governance, Client Relationship Management, Pricing Modeling, People Leadership, Sow Negotiation, Revenue Forecasting, Cloud Engineering, Data Analytics
Specialization
Requires a minimum of 10 years of consulting or business development experience with a proven track record of managing multi-million-dollar books of business. A bachelor's degree and technical familiarity with cloud engineering, data, or languages like SQL and Python are expected.
Experience Required
Minimum 10 year(s)
Call Center Service Representative (Phone Banker) at O. C. Credit Union
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Sales Etiquette, Cross Selling, Written Communication, Oral Communication, Microsoft Office, Outlook, Mathematical Calculations, Empathy, Self Regulation, Conflict Resolution
Specialization
Requires call center or banking experience with strong communication skills and proficiency in Microsoft Office. Candidates must live within 50 miles of Santa Ana, CA, and be available for shifts including two Saturdays per month.
Call Center Service Representative (Phone Banker) at O. C. Credit Union
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Sales Etiquette, Cross Selling, Written Communication, Oral Communication, Microsoft Office, Outlook, Mathematical Calculations, Relationship Building, Conflict Resolution, Empathy, Self Regulation, Internet Navigation
Specialization
Requires previous call center or banking experience and proficiency in professional computer software and mathematical calculations. Candidates must live within 50 miles of Santa Ana, CA, and be available for various weekday and Saturday shifts.
Experience Required
Minimum 2 year(s)
ACBS Technical Consultant (Banking/Financial Ser.) at Consulting S
, , - Full Time
Skills Needed
Acbs, Syndicated Lending, Data Modeling, System Architecture, Commercial Lending, Workflow Optimization, Technical Design, Uat Support, Troubleshooting, System Configuration
Specialization
Requires over 7 years of hands-on experience with the ACBS platform and a deep understanding of its data schema and architecture. Candidates must have a strong background in financial services, specifically within commercial lending or loan syndications.
Experience Required
Minimum 5 year(s)
Account Manager (Group Travel) - South Bank, QLD at Flight Centre
, Queensland, Australia - Full Time
Skills Needed
Client Relationship Management, Group Travel, Account Management, Stakeholder Engagement, Strategic Planning, Proposal Development, Presentation Skills, Operational Excellence, Corporate Travel, Event Management
Specialization
Candidates must possess experience in the events industry or group travel industry, with proven experience specifically within the corporate segment. A demonstrated record of building and maintaining long-term customer relationships and experience in creating compelling proposals and presentations are also required.
Experience Required
Minimum 2 year(s)
Executive Director, Banks & Diversified Financials at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Client Strategy, Risk Management, Origination, Execution, Funding Markets, Capital Markets, Structured Finance, Fx, Interest Rate Derivatives, Credit Risk Management, Stakeholder Engagement, Team Leadership, Financial Institutions Coverage, Securitisation, Wholesale Funding, Commercial Judgement
Specialization
Requires deep experience in financial institutions coverage, funding markets, and risk management with a proven track record of executing complex financing solutions. Candidates must be credible executive leaders with a strong senior network and the ability to manage credit and non-financial risk portfolios.
Experience Required
Minimum 10 year(s)
CNB Bank, SVP Director of Private Client Solutions at CNB Financial Corporation
Buffalo, New York, United States - Full Time
Skills Needed
Strategic Planning, Wealth Management, Private Banking, Uhnw Client Management, Asset Allocation, Structured Credit, Trust Services, P&L Management, Team Leadership, Financial Analysis, Risk Assessment, Relationship Management, Sales Strategy, Credit Structuring, Executive Leadership, Stakeholder Communication
Specialization
Requires a bachelor's degree in finance or business, with an advanced degree preferred. Candidates must have significant leadership experience in private banking or wealth management, specifically managing complex UHNW client relationships and P&L.
Experience Required
Minimum 10 year(s)
VP, Associate General Counsel, First Command Bank at First Command Financial Services, Inc.
Fort Worth, Texas, United States - Full Time
Skills Needed
Banking Law, Regulatory Compliance, Litigation Management, Contract Negotiation, Risk Management, Legal Strategy, Corporate Governance, Consumer Protection Law, Executive Communication, Legal Research, Stakeholder Management, Product Development Advisory
Specialization
Requires a Juris Doctorate from an ABA accredited law school and at least ten years of legal experience focused on banking and regulatory law. Must hold a valid U.S. state bar license, with a preference for the State Bar of Texas.
Experience Required
Minimum 10 year(s)
Lead Equity Research Analyst - Non-Bank Financials at Morgan Stanley
Sydney, New South Wales, Australia - Full Time
Skills Needed
Equity Research, Financial Modelling, Valuation, Financial Statement Analysis, Leadership, Client Engagement, Investment Thesis Development, Risk Management, Compliance, Corporate Strategy, Communication Skills, Mentoring, Sector Coverage, Scenario Analysis, Sensitivity Analysis, Commercial Judgement
Specialization
Requires a bachelor's degree with a preference for postgraduate qualifications and significant experience leading published equity research in Financials. Must possess deep expertise in valuation, financial analysis, and the ability to manage a team and maintain research governance.
Experience Required
Minimum 10 year(s)
Customer Assistant - Food - Bankside Simply Food at Marks & Spencer
London, England, United Kingdom - Full Time
Skills Needed
Customer Service, Sales, Stock Replenishment, Digital Literacy, Teamwork, Adaptability, Resilience, Product Knowledge
Specialization
Candidates must be at least 18 years old due to early morning shift requirements. Must be digitally confident, resilient, and able to work effectively in a high-pressure retail environment.
Solution Architect Banking & Finance (all gender) at ALTEN PORTUGAL
München, Brandenburg, Germany - Full Time
Skills Needed
Solution Architecture, Requirements Analysis, System Design, Soa, Web Development, Mobile Development, Kafka, Data Modeling, Togaf, Archimate, Uml, Java, Sql, Rest, Openapi, Agile Methodologies
Specialization
Candidates must have a degree in computer science or a comparable qualification along with extensive professional experience in IT environment design. Proficiency in integration architectures, software development, and agile methodologies is required, ideally within the banking or finance sector.
Experience Required
Minimum 5 year(s)
Associate, Corporate Banking - Mainland Corporates at HSBC Securities Services Luxembourg
Hong Kong Island, Hong Kong, China - Full Time
Skills Needed
Credit Analysis, Credit Risk Management, Relationship Management, Corporate Lending, Trade Finance, Cash Management, Structured Finance, Sales And Marketing, Financial Analysis, Customer Service, Interpersonal Skills, Analytical Skills
Specialization
Requires a university degree in Business, Finance, or a related field with proven experience in credit analysis and risk management. Preference is given to candidates who have passed HKSI and IA licensing examinations.
Experience Required
Minimum 2 year(s)
Solution Architect Banking & Finance (all gender) at Alten
München, Brandenburg, Germany - Full Time
Skills Needed
Solution Architecture, Requirements Analysis, Soa, Kafka, Data Modeling, Togaf, Archimate, Uml, Java, Sql, Rest/Openapi, Oracle, Crm, Etl, Agile Methods, Cloud Infrastructure
Specialization
Requires a degree in Computer Science and extensive experience in solution design, specifically within the banking or finance sector. Proficiency in integration architectures, software development (Java, SQL), and financial crime detection (AML, AFM) is essential.
Experience Required
Minimum 5 year(s)
Bankett Mitarbeiter (m/w/d) Schwerpunkt Spätdienst at b'mine hotels
Frankfurt, Hesse, Germany - Full Time
Skills Needed
Event Preparation, Guest Relations, Banquet Service, Organization Skills, Communication Skills, Problem Solving, German Language Proficiency, Hospitality Management, Attention To Detail, Teamwork
Specialization
Requires a degree in hotel or restaurant management or initial experience in banquets, though career changers are welcome. Candidates should possess a host mentality, a hands-on approach, and good German language skills (B2/C1).
Personal Banking Advisor - Robina Town Centre, QLD at Westpac Group
Gold Coast City, Queensland, Australia - Full Time
Skills Needed
Customer Service, Sales, Financial Transactions, Cash Handling, Phone Communication, Needs Analysis, Referral Management, Resilience, Numerical Capability
Specialization
Candidates should have customer service and sales experience, preferably in a target-driven environment, and possess strong numerical skills. A passion for helping people and a willingness to learn banking procedures are essential, as no prior banking experience is required.
Relationship Manager - Branch Banking| Kozhikode at CSB Career Site
Kozhikode, kerala, India - Full Time
Skills Needed
Business Sourcing, Relationship Management, Stakeholder Coordination, Loan Disbursement Process
Specialization
Requires a graduate degree in any specialization. Candidates must have between 5 to 10 years of relevant experience.
Experience Required
Minimum 5 year(s)
Relationship Manager - Branch Banking| Bangalore at CSB Career Site
Bengaluru, karnataka, India - Full Time
Skills Needed
Business Sourcing, Relationship Management, Stakeholder Coordination, Loan Disbursement Process
Specialization
Requires a graduate degree in any specialization. Candidates must have between 5 to 10 years of relevant experience.
Experience Required
Minimum 5 year(s)
Executive Director, Market Head, Private Banking at United Overseas Bank Limited Co
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Private Banking, Wealth Management, Strategic Business Planning, Client Acquisition, Portfolio Management, Risk Management, Financial Planning, Leadership, Stakeholder Management, Regulatory Compliance, Investment Solutions, Trust And Estate Planning, Analytical Thinking, Problem Solving, Communication, Interpersonal Skills
Specialization
Requires at least 15 years of experience in private banking with 8-10 years in leadership and a bachelor's degree in Finance or a related field. Must hold SFC Type 1, 4, and 9 licenses and be fluent in English, Cantonese, and Mandarin.
Experience Required
Minimum 10 year(s)
Customer Banking Specialist - Warnbro (33.75hr/wk) at Commonwealth Bank
Perth, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Financial Health Checks, Technology Use, Digital Banking, Communication, Problem Solving, Team Collaboration, Sales, Community Engagement, Transaction Reconciliation, Customer Feedback, Relationship Building, Integrity, Service Excellence, Independent Work, Holistic Solutions
Specialization
Candidates should have the ability to ask the right questions and find solutions while placing the customer at the center of their work. A genuine passion for customer service and the ability to work in a busy retail environment are essential.
Bilingual Patient Service Representative (Burbank) at Orthodontic Experts LTD
Burbank, Illinois, United States -
Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

20.0

Posted On

05 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Patient Coordination, Spanish Bilingualism, Microsoft Office Suite, Problem Solving, De-escalation, Written Communication, Verbal Communication, Cash Handling, Administrative Support, Scheduling, Insurance Verification

Industry

Hospitals and Health Care

Description
Description About us: At Orthodontic Experts, we are committed to delivering exceptional patient care and setting the standard for orthodontic excellence. With 32 locations across the greater Chicagoland area, Wisconsin, and Indiana, and continued growth ahead, we are focused on transforming smiles and making a meaningful impact in the communities we serve. We are looking for team members who are passionate about high-quality care and align with our Core Values: Accountability Continuous Improvement Inclusion Integrity Respect Teamwork Transparency If you are seeking an opportunity to grow your career in a purpose-driven, patient-centered organization, we encourage you to apply. Job Description: As a Patient Service Representative, you will be responsible for providing a warm welcome to all visitors and providing them with the necessary information and assistance they need. You will also be responsible for answering incoming calls, managing the front desk, and providing general administrative support Tasks include but are not limited to: Answer all phone calls. Listen and return all voicemails left in front of office phones. Check-in new and existing patients and let the clinical staff know that the patient has arrived. Collect all necessary patient information for new patients (Patient registration form, Medical History Form, HIPAA privacy notice) Check out patients (collect payments, make next appointment) Handle questions and provide information to walk-in patients. Maintain comm-log up to date with all necessary patient/parent communication information. Review the daily schedule of the clinic for any changes. Check the daily schedule in advance and fill in any open spots with bondings/adjustments/new patient consultations at least two days prior. Adjust clinic hours based on the schedule. Review for Bonding approvals Check if all bondings are Approved and Active with insurance (the day before & day of the appointment). Understand cancellation policy and reiterate it to patients. Print end of the day reports. Maintain office/reception area cleanliness. Check and reply to all office emails Check collected payments against the report and check all credit card transactions. Call patients with outstanding balances In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks. Participate in Marketing events Cash handling Other tasks as assigned Requirements High school degree or GED equivalent 3 years of customer service experience 2 years of patient service experience Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.) Excellent problem solving and de-escalation skills. Excellent written and verbal communication skills Bilingual in Spanish Travel availability to Orland Park , Kedzie, Homewood and Willowbrook Working Hours/ Location/Pay: Monday – Wednesday 8:45am – 5:00pm Thursday - Friday 6.45am - 3:00pm 2 Saturdays per month Two 9:45am- 6:00pm Shifts per month 7820 S. Cicero Avenue , Burbank, IL 60459 Rate of pay - $19 - $20 Benefits (for our full-time employees) Paid Patient Service Representative Training Travel Pay (when traveling to sister clinics farther than 15 miles away from base clinic) Medical, Dental, Vision, and Life Insurance Short-Term Disability Employee Assistance Program Health Savings Account Dependent Care Account 401(k) and matching Paid Time Off Identity Theft Protection - LifeLock MetLaw Pet Insurance Free and discounted Orthodontic Treatment Monthly Bonuses
Responsibilities
The Patient Service Representative manages the front desk, handles patient check-ins/outs, and coordinates scheduling and insurance approvals. They are also responsible for answering calls, processing payments, and providing general administrative support across multiple clinic locations.
Bilingual Patient Service Representative (Burbank) at Orthodontic Experts LTD
Burbank, Illinois, United States - Full Time
Skills Needed
Customer Service, Patient Coordination, Spanish Bilingualism, Microsoft Office Suite, Problem Solving, De Escalation, Written Communication, Verbal Communication, Cash Handling, Administrative Support, Scheduling, Insurance Verification
Specialization
Candidates must have a high school diploma or GED, 3 years of customer service experience, and 2 years of patient service experience. Proficiency in Microsoft Office and bilingual fluency in Spanish are required, along with the ability to travel to various clinic sites.
Experience Required
Minimum 2 year(s)
Managing Director - Account Lead (Finserv/Banking) at Infinitive Inc
Washington, District of Columbia, United States - Full Time
Skills Needed
Account Management, Business Development, Sales Strategy, Financial Services Consulting, Project Governance, Client Relationship Management, Pricing Modeling, People Leadership, Sow Negotiation, Revenue Forecasting, Cloud Engineering, Data Analytics
Specialization
Requires a minimum of 10 years of consulting or business development experience with a proven track record of managing multi-million-dollar books of business. A bachelor's degree and technical familiarity with cloud engineering, data, or languages like SQL and Python are expected.
Experience Required
Minimum 10 year(s)
Call Center Service Representative (Phone Banker) at O. C. Credit Union
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Sales Etiquette, Cross Selling, Written Communication, Oral Communication, Microsoft Office, Outlook, Mathematical Calculations, Empathy, Self Regulation, Conflict Resolution
Specialization
Requires call center or banking experience with strong communication skills and proficiency in Microsoft Office. Candidates must live within 50 miles of Santa Ana, CA, and be available for shifts including two Saturdays per month.
Call Center Service Representative (Phone Banker) at O. C. Credit Union
Santa Ana, California, United States - Full Time
Skills Needed
Customer Service, Banking Knowledge, Sales Etiquette, Cross Selling, Written Communication, Oral Communication, Microsoft Office, Outlook, Mathematical Calculations, Relationship Building, Conflict Resolution, Empathy, Self Regulation, Internet Navigation
Specialization
Requires previous call center or banking experience and proficiency in professional computer software and mathematical calculations. Candidates must live within 50 miles of Santa Ana, CA, and be available for various weekday and Saturday shifts.
Experience Required
Minimum 2 year(s)
ACBS Technical Consultant (Banking/Financial Ser.) at Consulting S
, , - Full Time
Skills Needed
Acbs, Syndicated Lending, Data Modeling, System Architecture, Commercial Lending, Workflow Optimization, Technical Design, Uat Support, Troubleshooting, System Configuration
Specialization
Requires over 7 years of hands-on experience with the ACBS platform and a deep understanding of its data schema and architecture. Candidates must have a strong background in financial services, specifically within commercial lending or loan syndications.
Experience Required
Minimum 5 year(s)
Account Manager (Group Travel) - South Bank, QLD at Flight Centre
, Queensland, Australia - Full Time
Skills Needed
Client Relationship Management, Group Travel, Account Management, Stakeholder Engagement, Strategic Planning, Proposal Development, Presentation Skills, Operational Excellence, Corporate Travel, Event Management
Specialization
Candidates must possess experience in the events industry or group travel industry, with proven experience specifically within the corporate segment. A demonstrated record of building and maintaining long-term customer relationships and experience in creating compelling proposals and presentations are also required.
Experience Required
Minimum 2 year(s)
Executive Director, Banks & Diversified Financials at Westpac Group
Melbourne, Victoria, Australia - Full Time
Skills Needed
Client Strategy, Risk Management, Origination, Execution, Funding Markets, Capital Markets, Structured Finance, Fx, Interest Rate Derivatives, Credit Risk Management, Stakeholder Engagement, Team Leadership, Financial Institutions Coverage, Securitisation, Wholesale Funding, Commercial Judgement
Specialization
Requires deep experience in financial institutions coverage, funding markets, and risk management with a proven track record of executing complex financing solutions. Candidates must be credible executive leaders with a strong senior network and the ability to manage credit and non-financial risk portfolios.
Experience Required
Minimum 10 year(s)
CNB Bank, SVP Director of Private Client Solutions at CNB Financial Corporation
Buffalo, New York, United States - Full Time
Skills Needed
Strategic Planning, Wealth Management, Private Banking, Uhnw Client Management, Asset Allocation, Structured Credit, Trust Services, P&L Management, Team Leadership, Financial Analysis, Risk Assessment, Relationship Management, Sales Strategy, Credit Structuring, Executive Leadership, Stakeholder Communication
Specialization
Requires a bachelor's degree in finance or business, with an advanced degree preferred. Candidates must have significant leadership experience in private banking or wealth management, specifically managing complex UHNW client relationships and P&L.
Experience Required
Minimum 10 year(s)
VP, Associate General Counsel, First Command Bank at First Command Financial Services, Inc.
Fort Worth, Texas, United States - Full Time
Skills Needed
Banking Law, Regulatory Compliance, Litigation Management, Contract Negotiation, Risk Management, Legal Strategy, Corporate Governance, Consumer Protection Law, Executive Communication, Legal Research, Stakeholder Management, Product Development Advisory
Specialization
Requires a Juris Doctorate from an ABA accredited law school and at least ten years of legal experience focused on banking and regulatory law. Must hold a valid U.S. state bar license, with a preference for the State Bar of Texas.
Experience Required
Minimum 10 year(s)
Lead Equity Research Analyst - Non-Bank Financials at Morgan Stanley
Sydney, New South Wales, Australia - Full Time
Skills Needed
Equity Research, Financial Modelling, Valuation, Financial Statement Analysis, Leadership, Client Engagement, Investment Thesis Development, Risk Management, Compliance, Corporate Strategy, Communication Skills, Mentoring, Sector Coverage, Scenario Analysis, Sensitivity Analysis, Commercial Judgement
Specialization
Requires a bachelor's degree with a preference for postgraduate qualifications and significant experience leading published equity research in Financials. Must possess deep expertise in valuation, financial analysis, and the ability to manage a team and maintain research governance.
Experience Required
Minimum 10 year(s)
Customer Assistant - Food - Bankside Simply Food at Marks & Spencer
London, England, United Kingdom - Full Time
Skills Needed
Customer Service, Sales, Stock Replenishment, Digital Literacy, Teamwork, Adaptability, Resilience, Product Knowledge
Specialization
Candidates must be at least 18 years old due to early morning shift requirements. Must be digitally confident, resilient, and able to work effectively in a high-pressure retail environment.
Solution Architect Banking & Finance (all gender) at ALTEN PORTUGAL
München, Brandenburg, Germany - Full Time
Skills Needed
Solution Architecture, Requirements Analysis, System Design, Soa, Web Development, Mobile Development, Kafka, Data Modeling, Togaf, Archimate, Uml, Java, Sql, Rest, Openapi, Agile Methodologies
Specialization
Candidates must have a degree in computer science or a comparable qualification along with extensive professional experience in IT environment design. Proficiency in integration architectures, software development, and agile methodologies is required, ideally within the banking or finance sector.
Experience Required
Minimum 5 year(s)
Associate, Corporate Banking - Mainland Corporates at HSBC Securities Services Luxembourg
Hong Kong Island, Hong Kong, China - Full Time
Skills Needed
Credit Analysis, Credit Risk Management, Relationship Management, Corporate Lending, Trade Finance, Cash Management, Structured Finance, Sales And Marketing, Financial Analysis, Customer Service, Interpersonal Skills, Analytical Skills
Specialization
Requires a university degree in Business, Finance, or a related field with proven experience in credit analysis and risk management. Preference is given to candidates who have passed HKSI and IA licensing examinations.
Experience Required
Minimum 2 year(s)
Solution Architect Banking & Finance (all gender) at Alten
München, Brandenburg, Germany - Full Time
Skills Needed
Solution Architecture, Requirements Analysis, Soa, Kafka, Data Modeling, Togaf, Archimate, Uml, Java, Sql, Rest/Openapi, Oracle, Crm, Etl, Agile Methods, Cloud Infrastructure
Specialization
Requires a degree in Computer Science and extensive experience in solution design, specifically within the banking or finance sector. Proficiency in integration architectures, software development (Java, SQL), and financial crime detection (AML, AFM) is essential.
Experience Required
Minimum 5 year(s)
Bankett Mitarbeiter (m/w/d) Schwerpunkt Spätdienst at b'mine hotels
Frankfurt, Hesse, Germany - Full Time
Skills Needed
Event Preparation, Guest Relations, Banquet Service, Organization Skills, Communication Skills, Problem Solving, German Language Proficiency, Hospitality Management, Attention To Detail, Teamwork
Specialization
Requires a degree in hotel or restaurant management or initial experience in banquets, though career changers are welcome. Candidates should possess a host mentality, a hands-on approach, and good German language skills (B2/C1).
Personal Banking Advisor - Robina Town Centre, QLD at Westpac Group
Gold Coast City, Queensland, Australia - Full Time
Skills Needed
Customer Service, Sales, Financial Transactions, Cash Handling, Phone Communication, Needs Analysis, Referral Management, Resilience, Numerical Capability
Specialization
Candidates should have customer service and sales experience, preferably in a target-driven environment, and possess strong numerical skills. A passion for helping people and a willingness to learn banking procedures are essential, as no prior banking experience is required.
Relationship Manager - Branch Banking| Kozhikode at CSB Career Site
Kozhikode, kerala, India - Full Time
Skills Needed
Business Sourcing, Relationship Management, Stakeholder Coordination, Loan Disbursement Process
Specialization
Requires a graduate degree in any specialization. Candidates must have between 5 to 10 years of relevant experience.
Experience Required
Minimum 5 year(s)
Relationship Manager - Branch Banking| Bangalore at CSB Career Site
Bengaluru, karnataka, India - Full Time
Skills Needed
Business Sourcing, Relationship Management, Stakeholder Coordination, Loan Disbursement Process
Specialization
Requires a graduate degree in any specialization. Candidates must have between 5 to 10 years of relevant experience.
Experience Required
Minimum 5 year(s)
Executive Director, Market Head, Private Banking at United Overseas Bank Limited Co
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Private Banking, Wealth Management, Strategic Business Planning, Client Acquisition, Portfolio Management, Risk Management, Financial Planning, Leadership, Stakeholder Management, Regulatory Compliance, Investment Solutions, Trust And Estate Planning, Analytical Thinking, Problem Solving, Communication, Interpersonal Skills
Specialization
Requires at least 15 years of experience in private banking with 8-10 years in leadership and a bachelor's degree in Finance or a related field. Must hold SFC Type 1, 4, and 9 licenses and be fluent in English, Cantonese, and Mandarin.
Experience Required
Minimum 10 year(s)
Customer Banking Specialist - Warnbro (33.75hr/wk) at Commonwealth Bank
Perth, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Financial Health Checks, Technology Use, Digital Banking, Communication, Problem Solving, Team Collaboration, Sales, Community Engagement, Transaction Reconciliation, Customer Feedback, Relationship Building, Integrity, Service Excellence, Independent Work, Holistic Solutions
Specialization
Candidates should have the ability to ask the right questions and find solutions while placing the customer at the center of their work. A genuine passion for customer service and the ability to work in a busy retail environment are essential.