Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services. ESSENTIAL JOB FUNCTIONS Provides a complete range of customer services, including opening new

Assist with creation and distribution of key business metric information, internal reporting, monthly metrics creation/publication as well as quarterly analytics Help development and tracking of KPIs including building dashboards for reporting, specifically utilizing the functionality of PowerBI. Assist with improvement of existing BI reporting infrastructure by implement

EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment. In December 2021 EQ formally moved into private ownership by affilia

This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby

Kutak Rock LLP is seeking an experienced associate attorney to join the firm's corporate department in its Omaha office. The ideal candidate will have at least 2 years of experience in mergers and acquisitions (M&A), securities, and/or general corporate matters. QUALIFICATIONS Skills and Abilitie s Strong analytical reasoning skills Ability to review, analyze, and draft c

Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens

Do you want to be a true Wealth Advisor for your clients, with the abilitytoserve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA). A career with BO

Under general supervision, provides the Area Manager and Relationship Managers customer service by responding to all questions/concerns and executing all transactional requests including opening of new accounts. Assist the officers with promotion and marketing of the Bank's financial products to both existing and prospective customers. Service can be provided through face

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourSheridan, WY Sugarland branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families wit

Financial Advisor Job Locations US NJ Rockaway Requisition ID 2024 20285 Location Name Rockaway County Morris Category Investment Services Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services in

Manage all international consolidations and reporting in conjunction with the FP&A Manager and International Finance teams. Provides advise to CFO, President, and leadership team on all technical accounting topics. Lead accounting resource with Parent Company Dover for accounting rule updates. Leads quarterly Calls on compliance at Executive and Parent Company Presentatio

Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t

What Data Analytics brings to Cardinal Health The Data & Analytics Function oversees the analytics life cycle in order to identify, analyze and present relevant insights that drive business decisions and anticipate opportunities to achieve a competitive advantage. This function manages analytic data platforms, the access, design and implementation of reporting/business in