Client Services Support Team Lead Department: Operations Manager: Director of Operations Exempt We are Navigate... in other people’s lives. Here’s to doing good things – together! Job Summary: As the Client Services Support Team Lead...
appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings... to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach...
. Lead the implementation of the buying process after client approval. Negotiate optimal placements, rates, and added-value... Plan (ESOP). Employee ownership ensures SA remains independent and allows our talented team members to share in the company...