Sentences with phrase «financial needs of one's customers»

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

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.

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.»

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

John Hancock is owned by Manulife, a Canadian - based financial services group that focuses on the financial needs of customers in 22 countries and territories around the globe.

Being the largest one - stop insurance platform in the country, we strive hard to establish a balance between insurance and financial needs of our customer.

The requirement of having a standard proposal form by life insurance companies, with detailed information of the financial needs of the customers, has now been postponed to April 1, 2014.

Analyzed and determined the financial needs of each customer, matched this need to the appropriate product or service; grew profitable customer relationships based upon customer satisfaction.

Retail Personal Banker I Location: Daytona Beach Posted on: 2018-04-8 17:0000 Category: PR / Public Relations GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.

Personal Banker Location: Bonita Springs Posted on: 2018-04-8 15:0000 Category: PR / Public Relations GENERAL FUNCTION: Retail Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.

I identify the financial needs of my customers and recommend products and services to meet those needs.