Qualifications:Bachelor’s degree preferred (Finance or Accounting preferred)1-2 years of work or related experience in financial services (preferably banking)Intermediate Excel skillsGood knowledge of banking financials, products, systems and processesDetail oriented; high focus on accuracy and qual...
Financial Analysis – Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Develops and prepares loan solutions...
MVP Financial Services, LLC is a wholly-owned subsidiary of Dynamique Financial, LLC which is a disability-diverse business that supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national ori...
Seeking a Personal Lines Assistant.Help to prepare and quote all types of personal lines insurance at an independent agency for established customer base.Help to cross sell applicable coverage to new and existing customers.Help to resolve customer inquiries and complaints.Set follow-up appointments ...
Kevin Krusenoski - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their fami...
As a Financial Services Administrator State Farm Agent Team Member with Matt Heath - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating c...
Moderate level financial analysis (scenario modeling, basic commercial elements, combining non-financial metrics). Develop and enhance financial reports. Basic level of delivering informational financial presentation. ...
Financial Statement Analysis - Knowledge of tools, techniques, and practices, and ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements. Performs independent analysis on existing Borrower's collateral records and financial reports to determi...
Finance Officer - Citi Retail Services/Best Buy Program**. Citigroup Elk Grove Village , IL 60007 Lead finance officer for one of Retail Services franchise partner credit program, partnering with one of the largest and most exciting merchants in the U. Responsible for leading the financia...
Financial Services Representative. Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face ...
As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align...
Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Teller/Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. The Teller/Client Services Associate is resp...
MVP Financial Services, LLC is a wholly-owned subsidiary of Dynamique Financial, LLC which is a disability-diverse business that supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national ori...
The Customer Care Supervisor is responsible for servicing internal and external customers by providing information about financial products and services and customer concerns. Communicate and follow up on all new Information related to products, services, procedures, customer needs and company-relat...
Industry knowledge of financial services or specialty lending institutions and applicable workflows. Experience in the financial services, or lending compliance industries. With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, b...
Central Underwriter will be responsible for, but not limited to, the underwriting of auto insurance ensuring compliance with appropriate company standards.The Central Underwriter is responsible for the timely examination of commercial documents for accuracy and completeness while working with PLS st...
For [number of years] years, we have been dedicated to serving our community with comprehensive insurance and financial solutions. ...
Financial Services RepresentativeJob Description: Financial Consultant. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and createplex financial plans, then join a team that is a stable industry leader. We fully support you with...
Financial planning and investment advisory services are providedby First Command Advisory Services, Inc. FirstCommand Financial Services, Inc. First Command Brokerage Services,Inc (Member SIPC, FINRA), First Command Advisory Services, Inc. Securities products andbrokerage services are provided by Fi...
Looking for a part-time person that would be assisting:.Gathering demographic information in order to quote health insurance options.Research on doctors, hospitals and prescriptions.Would prefer a candidate with customer service background.Part-Time position can lead to Full Time.Insurance L&H l...
The Clerical Support Clerk ensures timely and accurate processing of data entry and support requests in accordance with published standards and controls.They will maintain databases by entering new and updated customer/account information according to established guidelines.Ensure all transactions a...
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. ...
Audit financial statements, quarterly financial information, and clients' annual reports. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures. ...
As a Financial Services Administrator – State Farm Agent Team Member with Matt Heath - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating...
Our Agile Development teams are hard at work designing and implementing technical solutions that will help us maintain and improve our functionality at PLS, and we are excited to add a Scrum Master to help our squads! Our Scrum Master will teach Scrum and support our Agile Development Teams as they ...