Sentences with phrase «business banking products through»

Not exact matches

The phone - based program has been rolled out to small business owners who apply for Wells Fargo Small Business Lending credit products (primarily credit products under $ 100,000 sold through its retail banking business owners who apply for Wells Fargo Small Business Lending credit products (primarily credit products under $ 100,000 sold through its retail banking Business Lending credit products (primarily credit products under $ 100,000 sold through its retail banking stores).

These businesses offer insurance, savings and retirement products, and other financial services through agents, brokers, and banks.

Through its operating subsidiaries, Fidelity Bank and LionMark Insurance Company, Fidelity Southern Corporation offers an array of financial products and services for a growing base of business and retail customers in Atlanta, GA..

Through our banking as a service (BaaS) offering, emerging businesses and startup companies can access our FDIC - certified processing software to power their own innovative products, services, and apps.

In Canada, PNC Bank Canada Branch, the Canadian branch of PNC Bank, provides bank deposit, treasury management, lending (including asset - based lending through its Business Credit division) and leasing and lending products and services (through its Equipment Finance divisiBank Canada Branch, the Canadian branch of PNC Bank, provides bank deposit, treasury management, lending (including asset - based lending through its Business Credit division) and leasing and lending products and services (through its Equipment Finance divisiBank, provides bank deposit, treasury management, lending (including asset - based lending through its Business Credit division) and leasing and lending products and services (through its Equipment Finance divisibank deposit, treasury management, lending (including asset - based lending through its Business Credit division) and leasing and lending products and services (through its Equipment Finance division).

In Canada, bank deposit, treasury management and lending products and services, including PNC Business Credit products, are provided through PNC Bank Canada Brabank deposit, treasury management and lending products and services, including PNC Business Credit products, are provided through PNC Bank Canada BraBank Canada Branch.

Digital Banking is our online banking product designed for personal customers and business customers that do not need the more extensive online banking services offered through First Citizens» Business Online Banking (BOB) AdvanBanking is our online banking product designed for personal customers and business customers that do not need the more extensive online banking services offered through First Citizens» Business Online Banking (BOB) Advanbanking product designed for personal customers and business customers that do not need the more extensive online banking services offered through First Citizens» Business Online Banking (BOB) Advabusiness customers that do not need the more extensive online banking services offered through First Citizens» Business Online Banking (BOB) Advanbanking services offered through First Citizens» Business Online Banking (BOB) AdvaBusiness Online Banking (BOB) AdvanBanking (BOB) AdvantageTM.

Your use of Digital Banking, and the specific services available through Digital Banking, are governed by this Agreement, the Bank's Disclosure of Products and Fees applicable to your accounts, the application you complete (if required) for any service available through Digital Banking, any instructions we provide you on using Digital Banking, and any other agreements applicable to the deposit or loan accounts or the services you access through Digital Banking, including our Deposit Account Agreement, Business and Treasury Services Agreement, any applicable overdraft protection agreement, any applicable loan agreement, any credit card agreement, and any other applicable agreement such as our Funds Transfer Authorization Agreement and our Agreement for Automated Clearing House Services («Banking Agreements»), all as they may be amended from time to time.

In addition, as a client of Webster Business Credit, you'll have full access to the myriad of additional financial products and services available through our parent company, Webster Bank, N.A., including cash management, treasury services, HSAs, swaps and private banking.

Securities and insurance products are offered through Hancock Investment Services, Inc., known and doing business as Whitney Investment Services, Inc. in Texas and Louisiana and not through Whitney or Hancock Bank.

With its strategy of providing its customers convenient & affordable products through multiple channels, the bank has recorded high growth volumes in all its three business segments — wholesale banking, treasury and retail banking.

Our financial regulatory advice to financial institutions has spanned a wide range of subjects, including the chartering of new banking institutions and their subsidiaries; charter conversions; conversions to BHC; FHC elections; the expansion of regulated banking and non-banking activities through acquisitions and de novo expansion; broker - dealer registration and material changes in business operations; the treatment of new financial products under regulatory capital requirements; and legal risks in cross-border payment and securities settlement systems.

Since its inception PNB MetLife insurance company has built its presence in over 600 cities and distributes its products through its 29 bank partners across retail and group business, strong broker network and an agency force of over 30,000 financial advisors.

These businesses offer insurance, savings and retirement products, and other financial services through agents, brokers, and banks.

There's no bank for unsavory customers to file chargebacks through, which means that if they have a problem with the product, they can contact to the business owner or merchant and work it out through the refund or replacement policy.

Teller — 2005 to 2006 Provided customer - centric teller service and support to all walk in and drive through personal and business customer, and effectively cross-sold banking services and products.

• Secured credits up to 600000 $ for the bank through PR protocol delivery and excellent customer care to potential customers • Reduced the bank's annual losses by 10 % in one year via effective credit risk analysis • Led the commercial client team for three years • Developed and maintained professional rapport and provided consultancy to 14 small business bankers in developing product portfolios • Critically analyzed and re-formulated the bank's credit policies based on detailed financial credit and risk analysis stretched over a period of two years

SUMMARY Experienced Bilingual & Bicultural Senior Financial & Payments Executive in Financial Services, Accounting, Finance, Payments Products & Business Development with +25 years serving in positions of increasing responsibilities in the Payment Processing through Gateways Systems, ATM & Mobile Banking, Wallets, E-Commerce, Credit / Debit Cards, e-Lending, Leasing, banking and other financial services most recently in tBanking, Wallets, E-Commerce, Credit / Debit Cards, e-Lending, Leasing, banking and other financial services most recently in tbanking and other financial services most recently in the p...

JPMorgan Chase (Chicago, IL) 2007 — 2010 Branch Manager • Managed all aspects of JPMorgan Chase branch including daily operations and personnel • Responsible for $ 40 million in deposits, $ 20 million in loans, and $ 50 billion in accounts • Consistently exceeded quarterly acquisition goals through effective product positioning • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations • Investigated issue escalation, fraud, theft, forgery, and identity theft claims as needed • Delivered excellent customer service ensuring client satisfaction and repeat business

Deluxe Corporation (Shoreview, MN) 03/2006 — 12/2006 Account Manager • Effectively employed solution selling of both traditional and new products and services to a varied client base • Consistently exceeded revenue targets through effective sales and customer service techniques • Optimized solution selling techniques to small businesses and regional banks through direct customer contact and marketing • Cultivated positive customer relationships with accountants, national accounts, and large regional corporations • Increased sales results from initial 77 % of goal to 105 % of goal • Developed detailed territory business plan to effectively meet 100 % of new product sales goals • Proficiently utilized CRM tool to manage 500 + account base in an efficient and effective manner

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

• Recruited, managed, and reviewed a team of programmers, analysts, researchers, and IT professionals • Served as part of executive management to develop long - term business and marketing strategies • Developed creative marketing themes and strategies for a wide range of client products and services • Reinforced client branding through integrated marketing campaigns across multiple mediums • Successfully managed multiple research, analysis, and development projects for many Fortune 500 clients • Created rapid prototyping, user research methods, online research, virtual stores, and more for Yamaha, ABC News, Disney, Kraft Foods, General Mills, Philips, TD Bank, Ziff Davis, and Oakhurst • Utilized various metrics and user research to gauge campaign efficacy and tailor to specific audiences • Performed website / product usability testing / research and generated solutions for client challenges

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Professional Experience JPMorgan Chase (Chicago, IL) 2010 — Present Business Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatBusiness Banker • Responsible for cross selling bank products and services to potential and existing customers • Partnered with Retail Lending, Investments, and Treasury staff for holistic client service • Routinely exceeded monthly sales goals increasing YTD branch business revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatbusiness revenue by 20 % • Built profitable business relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatbusiness relationships resulting in 38 % increase in new business deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatbusiness deposits • Ranked in top 10 % in Chicago City market in overall sales production • Secured $ 4 million in business and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatbusiness and $ 10 million in consumer loans YTD through 10/2010 • Analyzed business» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relatbusiness» financial statements and tax returns to recommend appropriate products • Developed sales presentations to secure new clients and deepen existing client relationships

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

Bank of America Corp., for example, announced a 10 - year, $ 20 billion initiative last March to support the growth of environmentally sustainable business activity through lending, investing, philanthropy and the creation of new products and services.