Part Time Associate Property Manager Storage Rentals of AmericaPart Time Associate Property ManagerElkhart, IndianaAre you the kind of person who gets bored working in an office and wishes you could have a job that would give you the opportunity to talk to customers, walk outside to get your daily steps and other stuff? A year of experience in the Storage Rental Industry would be great, but we are not picky, so if you have a couple of years in Customer Service Management, this should be an easy transition for you.
Asset Manager Merchants Bank of IndianaAsset ManagerCarmel, INThe Asset Manager will be exposed to a variety of lending products and will be tasked with monitoring the performance of all assets within the portfolio, oversee loan extensions and modifications, earn-outs, cash management, monitor interest rate hedging, conduct financial reviews, tracking the path to permanent financing, conducting risk assessments and ongoing credit monitoring while providing exceptional customer service. A successful Asset Manager in IRE Asset Management will ensure optimal performance and credit policy and loan compliance of a portfolio of loans by diligently monitoring loan terms and regulations, conducting monthly risk assessments and guiding the path to permanent financing or alternative exit.
Bakery Manager Nothing Bundt Cakes - South BendBakery ManagerElkhart, INFull timeEmployees at a franchised Nothing Bundt Cakes bakery location are employed by the franchise owner/operator and are not employees of Nothing Bundt Cakes Corporate (the franchisor). The Bakery Manager has full accountability for developing and maintaining an environment where there is a true commitment to our employees and guests.
Bakery Manager Nothing Bundt CakesBakery ManagerElkhart, INJOB POSITION: The Bakery Manager has full accountability for developing and maintaining an environment where there is a true commitment to our employees and guests. Motivate employees to achieve maximum effectiveness & possess a strong sense of teamwork.
Operations Manager DSV ASOperations ManagerIndianapolis, IN$90,000–$100,000 / yearAt DSV, our purpose is to keep customers' supply chains flowing and enable the business of our customers by ensuring reliable and efficient transport and logistics services through storage and transport of goods by air, sea and road. Under the direction of the General Manager, the Operations Manager is responsible for day-to-day site Operations, including but not limited to supervising the warehousing, receiving, and shipping of product in a manner consistent with company service and cost objectives.
Doughnut Factory Office Manager Krispy Kreme IncDoughnut Factory Office ManagerIndianapolis, INKrispy Kreme operates in more than 35 countries through its unique network of fresh doughnut shops, partnerships with leading retailers, and a rapidly growing Ecommerce and delivery business with more than 14,000 fresh points of access. We partner with Feeding America and Convoy of Hope, who in turn partner with organizations nationwide to distribute donations to people in need through diverse types of programs and services.
Community Manager The Michaels OrganizationCommunity ManagerFort Wayne, IN$43,680–$49,920 / yearThe Community Manager is responsible for management, coordination and overseeing of all phases of the operation of a property, including (but not limited to): providing leadership and direction to all staff at the property, budget preparation and control, general administration, property maintenance (exterior and interior), unit leasing and collections, all financial and administrative reporting concerning the property, staff and residents, resident relations, and control of the financial resources and assets of the property. The Community Manager has full on-site day-to-day responsibility for all property (community) management activities/functions and ensures that a property or properties under his/her control are maintained at all times in good physical condition and with a stable fiscal operation, providing residents a clean and well-maintained community.
F&I Manager Kahlo CDJR Asbury Automotive Group IncF&I Manager Kahlo CDJRNoblesville, INAt Asbury, we work together to provide exceptional experiences for our guests while promoting a fun, supportive and inclusive environment where team members can thrive both personally and professionally. Kahlo CJDR is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States.
Assistant Property Manager CubeSmartAssistant Property ManagerPlymouth, INWorking both independently and on a team renting self-storage units, selling store merchandise, managing the leasing process, accepting payments utilizing our Point-of-Sale System (POS), completing daily bank deposits, and making courtesy calls to customers regarding late payments. Keeping a clean and safe storage facility to ensure conditions meet company guidelines (i.e., clean restrooms, neat landscaping and parking areas, storage doors that are clean and tidy, and neat decluttered office space.).
Strategic Channel Manager - Aesthetics GaldermaStrategic Channel Manager - AestheticsPaoli, INRemote$135,000–$150,000 / yearWork closely with Area and Regional Sales leadership teams, the aesthetics sales force, and cross-functional teams to ensure successful execution of pull-through strategies, marketing campaigns, customer and physician loyalty programs, and sampling programs. Additionally, this role will improve the development, efficiency, targeting, communications, and productivity of our contracted inside sales team helping drive Aesthetic business demand and work closely and partner with other functions to improve customer experiences.
Manager, Nonprofit Advisory Services FORVIS, LLPManager, Nonprofit Advisory ServicesIndianapolis, INForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Sr. Account Manager, Michigan-Indiana (Galafold & Pombiliti Opfolda) BioMarin Pharmaceutical IncSr. Account Manager, Michigan-Indiana (Galafold & Pombiliti Opfolda)Indianapolis, IN$146,900–$201,960 / yearntttttSearch JobsntttttntttttLocationntttttntttttSearch RadiusnttttttttttnttttttWithin 5 milesnttttttWithin 10 milesnttttttWithin 25 milesnttttttWithin 50 milesnttttttWithin 100 milesnttttttWithin 500 milesttttttntttttntttttntttttntttttntttt. nttttttDIN numbernttttttnttttttnttttttnttttt.
Producing Sales Manager Centier BankProducing Sales ManagerFort Wayne, IndianaResponsible for making sales calls on realtors, builders, and other pertinent parties for the purpose of soliciting mortgage loans, developing banking relationships, and cross-selling services. Responsible for administering and managing the daily operations and duties of the Residential Mortgage Originators, including scheduling, hiring, terminating, disciplining, conducting performance reviews, and recommending salary increases.
Startup Sales Strategy Manager Salesforce.com, Inc.Startup Sales Strategy ManagerIndianapolis, IN$123,100–$186,300 / yearYou will work directly with the Head of Startups and collaborate closely with the broader Sales Strategy and Launchpad teams to design, build, and scale the systems, processes, and artifacts that power Launchpad's go-to-market motion. Build and manage a structured data architecture for our startup universe - connecting total addressable startup data to Launchpad portfolio data, cross-referenced with big bets, event relationships, and business plans.
Financial Center Assistant Manager - Anderson Main Financial Center Bank of AmericaFinancial Center Assistant Manager - Anderson Main Financial CenterAnderson, IndianaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
Community Manager (Lease-Up)- Avanza at Hyde Park Greystar Real Estate Partners LLCCommunity Manager (Lease-Up)- Avanza at Hyde ParkNoblesville, IN$78,000–$82,000 / yearBASIC KNOWLEDGE & QUALIFICATIONS: 4-6 years minimum of relevant experience that demonstrates the application of property management, sales, marketing, and customer service background sufficient to manage the day-to-day operation of an apartment community, resolve customer complaints and issues, complete financial records, documents, and reports, increase sales revenues, and coordinate the work of a team. Approves invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, ensuring validity of certificates of insurance, coding charges to appropriate Chart of Account codes, and managing communication between the vendor/contractor, accounting, and the client/owner as needed.
Middle School Cafeteria Manager Indiana Dept Of EducationMiddle School Cafeteria ManagerPrinceton, INWhile performing the duties of this job, the employee is regularly required to stand, walk, use hands and fingers to handle, or feel objects, tools, or controls. SUMMARY: To assist in providing a well-organized, efficient cafeteria in which students can enjoy the food and nutritional services provided.
Manager, Revenue Cycle Patient Accounts Beacon Health SystemManager, Revenue Cycle Patient AccountsGranger, INDemonstrates the interpersonal and communication skills both verbal and written necessary to interact effectively with patients and families regarding sensitive financial situations physicians other Hospital associates and outside organizations i.e. insurance companies regarding solutions to problems and reports about the status of accounts receivable. Working in a positive proactive and cooperative manner with other team members patients third-party payers and all other customers when providing information seeking assistance and clarification and resolving problems.
Branch Manager- New Albany Park Community Credit UnionBranch Manager- New AlbanyNew Albany, IndianaTo follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. Additionally, the position is responsible for hiring, training, and evaluating staff performance, representing the branch within the community, and maintaining communications with other departments to achieve organizational goals.
Senior Commercial Relationship Manager Everwise Credit UnionSenior Commercial Relationship ManagerSouth Bend, IndianaPosition Summary : The Senior Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships with middle market business, typically comprising businesses with annual revenues exceeding $20 million. The Senior Commercial Relationship Manager is accountable for leading internal and external partners in obtaining credit approval, facilitating connections to other lines of business, and fostering relationships with new prospects, centers of influence, and existing clients.
Invoice-to-Pay Project Manager Dormakaba Holding AGInvoice-to-Pay Project ManagerIndianapolis, INThe role combines strong project governance, stakeholder management and execution excellence with deep subject matter expertise in Accounts Payable and invoice processing, enabling the jobholder to independently challenge, validate and shape process design together with the I2P GPO, SMEs and business stakeholders. From automatic doors to cloud-based access management - as a leading global provider in the access solutions market for schools, banks, airports, hospitals, hotels, and many more, we enable seamless movement within secure, safe, and sustainable places.
NewAssistant Property Manager- Beacon Pointe/Cottage at Sheek Rd Kittle Property Group, Inc.Assistant Property Manager- Beacon Pointe/Cottage at Sheek RdGreenwood, INAssist manager with rent collection, rent ledger, bank deposits and petty cash records, delinquent rents, evictions, maintaining curb appeal, etc. Supports the organization's mission and values by exhibiting the following behaviors: excellence and competence, collaboration, innovation, respect personalization, commitment to our community, and accountability and ownership.
Senior Accounting Manager/Human Resources Designee Legends Hospitality, LLCSenior Accounting Manager/Human Resources DesigneeSouth Bend, INOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component - feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking - of world-class live events and venues. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Senior Accounting Manager/Human Resources Designee LegendsSenior Accounting Manager/Human Resources DesigneeSouth Bend, INOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component - feasibility & consulting, owner's representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking - of world-class live events and venues. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Retail Assistant Store Manager-THE SHOPS AT PERRY CROSSING Bath & Body Works IncRetail Assistant Store Manager-THE SHOPS AT PERRY CROSSINGPlainfield, INAs an Assistant Store Manager, you will have the opportunity to work in partnership with the Store Manager to develop outstanding associates, deliver exceptional and consistent customer experiences, and positively impact growth across Bath & Body Works. Our store leaders are the front line of our field leadership team: they're retail and customer-savvy, dedicated brand ambassadors, and thrive on the connections we make with our customers.
Retail Assistant Store Manager-CASTLETON SQUARE Bath & Body Works IncRetail Assistant Store Manager-CASTLETON SQUAREINSummary: As an Assistant Store Manager, you will have the opportunity to work in partnership with the Store Manager to develop outstanding associates, deliver exceptional and consistent customer experiences, and positively impact growth across Bath & Body Works. Our store leaders are the front line of our field leadership team: they're retail and customer-savvy, dedicated brand ambassadors, and thrive on the connections we make with our customers.
Senior Accounting Manager/Human Resources Designee Legends GlobalSenior Accounting Manager/Human Resources DesigneeSouth Bend, IndianaOur network of 450 venues worldwide, hosting 20,000 events and entertaining 165 million guests each year, is powered by our depth of expertise and level of execution across every component — feasibility & consulting, owner’s representation, sales, partnerships, hospitality, merchandise, venue management, and content & booking — of world-class live events and venues. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
NewSr Community Manager- Retreat at Riverbend Education Realty Trust Inc (Inactive)Sr Community Manager- Retreat at RiverbendIndianapolis, INBASIC KNOWLEDGE & QUALIFICATIONS: 4-6 years minimum of relevant experience that demonstrates the application of property management, sales, marketing, and customer service background sufficient to manage the day-to-day operation of an apartment community, resolve customer complaints and issues, complete financial records, documents, and reports, increase sales revenues, and coordinate the work of a team. Approves invoices from vendors, contractors, and service providers for payment by reconciling work performed or products purchased, ensuring validity of certificates of insurance, coding charges to appropriate Chart of Account codes, and managing communication between the vendor/contractor, accounting, and the client/owner as needed.
Store #323 Retail Store Manager-Smokers Host Kocolene Development CorpStore #323 Retail Store Manager-Smokers HostGreenfield, INSupervises employees engaged in sales work, reconciling cash with sales receipts, prepare bank deposits, keeping operating records, or preparing daily record of transactions for Home Office Accounting, or performs work of subordinates, as needed. Inspect all outside areas to include: the building, storage buildings, restrooms, dumpster area, lawn, driveway, approaches, pumps, fixtures and lighting to insure cleanliness, accessibility, operability and safety.
Laboratory Scientist- Immunohematology Reference Lab- Second Shift Versiti, Inc.Laboratory Scientist- Immunohematology Reference Lab- Second ShiftIndianapolis, IndianaFull timeThis combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. Position Summary: Under direction of the Manager of Immunohematology Reference Laboratory, performs advanced immunohematology testing on clinical and research specimens for the resolution of serologic problems and provides the correct blood product for transfusion based on these results.
Branch Operations Lead - Southgate Pettit - Fort Wayne, IN JPMorgan Chase & CoBranch Operations Lead - Southgate Pettit - Fort Wayne, INFort Wayne, INChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Commercial Banking Officer Centier BankCommercial Banking OfficerIndianapolis, IndianaGenerate new loan business by calling on new and current clients to discuss their financial needs, gathering pertinent data, making on-site visits and making the loan decision or presentation to the proper committee. SUMMARY: Generate new business through the lending of Bank funds in a profitable and safe manner and cross-selling other Bank products and services to both new and existing clients.
Lead Teller - R-39088 KeyBankLead Teller - R-39088Indianapolis, Indiana$18.75–$25Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Lead Teller - R-39259 KeyBankLead Teller - R-39259Kokomo, Indiana$18.75–$25Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Head Teller S&T BankHead TellerIndianaUtilizing computer systems to properly identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud (including, but not limited to; verifying balances, placing holds, and documenting proper identification). However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerHammond, IN$41,714–$65,000 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Personal Banker - Peachtree WesBanco IncPersonal Banker - PeachtreeNew Albany, INThe Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone.
Universal Banker Centier BankUniversal BankerLafayette, IndianaPerform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds. Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Traveling Universal Banker Centier BankTraveling Universal BankerFishers, IndianaPerform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds. Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Universal Banker Float Horizon BancorpUniversal Banker FloatIndianapolis, INThe Universal Banker Float is responsible for traveling to various local branches as assigned and processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Develop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services.
Branch, Operations, Treasury Management and Marketing SVP Citizens BankBranch, Operations, Treasury Management and Marketing SVPMooresville, INFull timeMinimum Requirements:Education Bachelor's degree from four-year college or university, or equivalent, plus additional bank related training or Banking SchoolExperience5 years' retail management experience, with some portion of the time managing multi-branch locations and/or equivalent combination of education and experience 2 years general bank lending experience2 years of experience performing marketing/market research and analysis and/or sales in a financial institution or similar organization. Other Skills:Innovative/CreativeAbility to initiate and embrace changeGood communication skills, both verbal and writtenSales skillsAbility to motivate and coach othersBasic accounting principles and relative application to profitability leverages and risk managementUnderstanding of consumer compliance issues and regulationsWorking Conditions:Generally good, minimum discomfort from noise, heat, dust and other causes.
Relationship Banker Business Specialist PNC BankRelationship Banker Business SpecialistCarmel, IndianaProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Universal Banker Horizon BancorpUniversal BankerNoblesville, INWe're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals. Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
Universal Banker Supervisor Horizon BancorpUniversal Banker SupervisorNoblesville, INDevelop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services. The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions.
Universal Banker - Kokomo Horizon BancorpUniversal Banker - KokomoKokomo, INWe're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals. Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
Member Service Advisor Spero FinancialMember Service AdvisorAnderson, IndianaMajor Duties and Responsibilities Teller transactions, cash/check balancing, online member requests including replies to online banking messages and webmail, wires, account maintenance, lobby management, member appointment scheduling, adding shares/joint members to existing memberships, IRA deposits, and withdrawals, notary services, vault duties, cash management. You should be able to proactively identify members' financial needs and turn those needs into business opportunities through referral and cross-sell of the full suite of Spero products and services; including self-service channel options to provide the member with convenient and easy ways to access Spero Financial.
Enterprise Risk Management Analyst Horizon BancorpEnterprise Risk Management AnalystMichigan City, INThe Enterprise Risk Management Analyst ("Analyst") assists the General Counsel ("GC") to report to senior management and the Board Enterprise Risk Management and Credit Policy Committee in assessing, identifying, mitigating, and monitoring the corporation's key risks as a means to protecting the long-term safety and soundness of the Company. Partners with key stakeholders to assist to identify, assess, aggregate and document risks and controls, including risks associated with new or modified products, services, distribution channels, regulations and third-party operations utilizing maturing knowledge.
Lead Teller Keybank National AssociationLead TellerBristol, IN$18.75–$25 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls.
Commercial Specialized Lending Closer Northwest Savings BankCommercial Specialized Lending CloserFishers, ININ0534 Fishers, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ, PA0186 Mount Joy, PA0220 Erie - 8th & State, PA0258 Bellevue, PA0445 Williamsport, PA0725 State College Business Office, PA0736 Administration Center. Provide project support from department level to bank level projects and initiatives, utilize and challenge mid- to high-level procedures across the department, assist with management request to support department audits.
Associate Banker Bank of MontrealAssociate BankerHammond, IN$41,714–$50,000 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.