Sentences with phrase «customers meet their financial needs»

Helping our customers meet their financial needs is important to us.

Managed all client transactions... Offered the right financial products and services to help customers meet their financial needs such as saving... experience in customer service, banking and sales.

Not exact matches

But he said in a statement on Tuesday that if the agency does push ahead with such a charter, fintech firms would be supervised in line with similar, traditional banks «with appropriate requirements for capital, liquidity, and meeting the financial needs of its customers.»

As a result of our ever - changing and evolving world, it has become necessary for firms in the financial services industry to take steps to ensure their preparedness to meet customer needs and resume regular business operations in a timely manner in the event of an SBD.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

In 2017, we added more than $ 20 billion in new investments to support AXA's ability to meet its financial obligations to customers and policyholders while at the same time supplying much needed capital to the broader U.S. economy as the banking sector continues its repositioning.

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

The report acknowledged «the undoubted financial strength and acumen of the CBA, its global standing, and its avowed commitment of staff to servicing customers, but said it needs to translate its financial strength and good intent into better meeting the community's needs and the standards expected of a systemically important bank in Australia».

The bank said it will continue to meet customer's financial needs, including saving, borrowing and investing.

By utilising proprietary 3M Multi-layer Optical Film, the company makes it possible to create stylish financial transaction cards that contain no metal and can be uniquely designed with customised colours, graphics and logos to meet customers» needs, while maintaining functionality.

The Group has a strong retail penetration across the African continent with more than seven million customers who enjoy a bouquet of products and services tailored to meet their different financial needs and backed by a cutting edge e-banking platform that offers secured and convenient real - time online banking services.

«Since its inception, UT Bank has been a friend of SMEs and individual customers by helping them to meet their financial needs.

We are committed to providing quality customer service as we support the sound and productive growth of local businesses, and strive to meet the financial needs of our customers in our bank market areas.

To ensure the Department has sound financial management policies, standards, and systemsconsistent with DOT goals and programs to ensure the financial information needs of bothinternal and external customers are met.

We have developed a very flexible pricing system which meets financial interests, wants, and needs of every customer.

Our pricing system meets the financial interests of all customers and you are welcome to choose the price which meets your needs and wants.

Their best - in - class customer service, leading edge security, and ability to meet all their customer's financial needs makes it an obvious choice for military members.

To meet their unique needs, USAA promises to provide best - in - class financial products and customer service to their members.

Since our founding in 1976, we've grown to become a preferred provider of annuity products — financial products tailored to meet the individual investment needs and the unique financial plans of our customers and business partners.

Steven Glass: In my banking career, I have always worked with customers to meet their financial services needs, helping them achieve their economic goals.

We not only provide many types of home loans, Heartland offers personal and business banking products and financial planning to meet the ever - changing financial needs of our customers.

«Customers ultimately benefit from a cutting - edge, digital borrowing experience that allows them to meet their financial needs with convenience and simplicity.»

Improve your bank's financial performance, while meeting the credit needs of your best customers!

We're seeing credit scores that are increasing against control groups, we're saving customers millions of dollars, hundreds of thousands of customers have taken over one million of our financial literacy courses, and, with our growing credit card platform, we're continuing to meet the needs of borrowers with subprime and deep subprime credit scores.

Through its products, the company focuses on offering new financial ideas that can substantially help its customers to meet their specific needs.

Our company connects the clients with the home equity loans providers, who are ready to meet the needs of the customers with various financial situations and expectations.

We have customers from all kinds of financial situations and lifestyles and we do our best to meet your needs.

«But we also want to provide a wide spectrum of products to meet the financial needs of every customer.»

It is one of the leading financial service providers which caters to the various needs of its customers and offers a host of products designed specifically to meet the needs of its customers.

It is one of India's leading financial service providers which offers a host of products specifically designed and customized to meet the individual needs of all its customers.

The wide variety of life insurance products from Woodmen of the World are designed to meet changing needs and provide a solid financial base for its customers and their families.

The Company offers proprietary need - based solutions to help customers meet their life stage financial goals.

The company's approach is to help its customers meet their life - stage financial goals by providing them innovative insurance products that have been designed with the needs of the Indian customers in mind.

Edelweiss Tokio Life Insurance Company Limited launched its Pan India operations in July 2011 offering proprietary need - based solutions to help customers meet their life stage financial goals.

The company offers a wide range of individual and group insurance products to meet the various financial needs of customers.

Shawnte's goal is to help protect customers by offering insurance and financial products that will meet their needs.

Skills Meeting Sales Goals... Goals Motivation for Sales Selling to Customer Needs Financial Skills Documentation Skills Scheduling Telephone... light housekeeping, empty urinal catheter.

These employees are required to increase customer satisfaction by performing the following tasks: taking incoming calls, attracting potential customers, opening customer accounts, updating financial accounts, identifying customer needs, helping to meet team targets, handling escalated issues, and using company procedures and guidelines.

Identified employee events to provide integrated solutions on services to close on product sales that meet the customers» needs to facilitate their financial security.

Retail banks are essentially retailers, so they need to combine meeting financial targets with good customer service.

As a Recruitment Consultant, you will be involved in the following; • Developing business with new clients over the phone • Attending business meetings with new and existing clients • Maintaining working relationships with existing clients and identifying opportunities for further business • Sourcing candidates to match your clients» recruitment needs • Advertising vacancies in a professional and attractive manner, in order to find the best candidates • Thoroughly Interviewing candidates and preparing them for interviews with your clients • Negotiating offers between your clients and candidates • To offer exceptional customer and service levels to all clients and candidates As a Recruitment Consultant will be targeted on both activity (e.g. sales calls and meetings) and financial billings on a weekly and monthly basis and are expected to achieve and exceed the targets agreed.

Assist customers by resolving customer concerns over the phone by offering products and services that meet customers» ongoing financial needs.

In this position, I was responsible for the sales and service of bank products; to use my lending skills to meet the financial needs of clients and small businesses; to provide and promote excellence in customer service.

We are committed to providing quality customer service as we support the sound and productive growth of local businesses, and strive to meet the financial needs of our customers in our bank market areas.

Additional responsibilities of the Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialCustomer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialcustomer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financialcustomer issues with professionalism and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center.

Additional responsibilities of the Lead Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representative include: • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and customer issues with professionalism and seamlessly directing complex issues to management staff • Training and developing new and current Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representatives and identifying other Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representative line, delegating work and taking issues to the Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Manager as needed • Acting as the contact person for financial center personnel in regards to Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representative activity, answering questions and helping management to keep Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and Customer Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of financial center policies, procedures, products and services

Coordinated cross-functional teams to meet external customer / consumer needs while meeting financial targets.

Versatile, result driven executive with extensive management experience, and demonstrated excellence in managing teams in an ever - changing environment Skilled relationship builder with a proven track record of working constructively and collaboratively with direct reports and others, to achieve maximum results Able to implement financial targets, while motivating the organization to deliver profitable growth with an emphasis on meeting customer needs.

Proactively meet with customers face to face to discover financial needs and provide product and service recommendations.