Member Service & Financial Solutions Specialist
Digital Federal Credit Union
Digital Federal Credit Union in Framingham, MA seeks a member-focused professional to identify member needs, educate on products, and build trusted relationships. You will open memberships, accounts and loans, deliver notary services, and ensure every step meets guidelines. You’ll handle teller duties, assist with balancing, and process loans while maintaining compliance and striving for service excellence. The role includes occasional coverage in other DCU areas as needed. #J-18808-Ljbffr Digital Federal Credit Union
- ...Union is seeking a Universal Banker I to deliver exceptional member service and manage transactions at the Framingham branch. You will engage... ...BSA, OFAC, and internal policies, and continuously expanding knowledge to offer suitable financial #J-18808-Ljbffr GreyMatter ITSuggested
$115k - $120k
...Advanced Program Finance Specialist Imagine a world-class... ..., products and services that help our service members, intelligence analysts and... ...esteemed customers to develop solutions that allow them to carry... ...Experience managing financials for large and/or complex...SuggestedImmediate startFlexible hours2 days per week$95k - $110k
This role leads advanced financial analysis and modeling to guide strategic... ...analyses across products, members, and balance sheet strategies... ...on the belief that financial solutions should put people first. That... ...decades of innovation and service, rooted in the tech sector...Suggested- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts... ...referrals to appropriate internal service providers based on client needs and asset... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$70k - $85k
...role!" If you enjoy solving financial puzzles, creating meaningful... ...We are an established full-service financial planning and wealth... ...licensed) Research potential solutions for financial planning gaps,... ...Partner with advisors and team members to deliver an exceptional...SuggestedWork at officeFlexible hours$104k - $120k
...results, and recommend actionable solutions. High level of independence... ...founded on the belief that financial solutions should put people first... ...decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life. Employees...Temporary work- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review...
- AAA Northeast is seeking a Financial Services Representative in Franklin, MA. This hybrid role involves managing member loans from initial qualification through post-funding follow-up. The Representative is highly administrative, requiring attention to detail, compliance...
$20 - $23 per hour
...Banker I provides exceptional member service by cultivating, maintaining... ...and address their financial needs by utilizing a consultative... ...) Recommends appropriate solutions to meet member needs. When... ...makes referrals to product specialists who can assist in meeting specific...Hourly payMonday to Friday- ...seeking a Universal Banker to deliver outstanding customer service, process deposits and transactions, and help deepen member relationships. You will educate members on digital banking tools, promote financial products, and assist with daily branch operations while upholding...
- Bank of America in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients reach their goals. You will triage leads, refer to partners, review financial plans...
$83.1k - $106k
...recommendations across all levels of management, including senior members of Finance, Operations, and executives Evaluate... ...technology opportunities and introduce potential new solutions to TJX stakeholders Benchmark financial performance and strategy of key competitors amidst...Temporary workWork at officeLocal areaHome office2 days per week$86.8k - $165.2k
...today’s mission and stay ahead of tomorrow’s threat. We deliver solutions that help our nation and allies defend freedoms and deter... ...The Raytheon Functional Finance team is seeking an Engineering Financial Analyst. The successful candidate will support Engineering Product...Contract workTemporary workWork experience placementWork at officeRemote workFlexible hours$80k
Sr. Financial Analyst Req. #: 27435 Job Family: FI - Finance Location: US-MA-Milford Pay... ...Division. The division provides sales, service, and technical support to the US and Canada... ...Senior Financial Analyst will be a key member of the Americas Finance team and will...Work experience placementLocal areaWorldwideShift work- ...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and...Temporary workWork at officeMonday to FridayShift workDay shift
- ...strategic, operational, and financial advice to private... ...products, financial services, healthcare, energy and... ...Strategic Performance Solutions (SPS) Retail Performance... ...and senior team members, senior management, and... ...professionals include specialist consultants, industry...Full timeWork experience placementLocal area
$115k - $120k
...technologies, products and services that help our service members, intelligence analysts... ...Program Finance Specialist. This position provides... ...esteemed customers to develop solutions that allow them to carry... ...experiences:Experience managing financials for large and/or complex...Work experience placementImmediate startFlexible hours2 days per week$100k - $115k
...organization located in the Framingham, MA area is seeking a Senior Financial Analyst - Corporate to support a key operational business... ...financial models, dashboards, and reporting automation solutions* Identify risks, opportunities, and process improvement initiativesRequirements...$130k - $140k
...Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas... ...and a commitment to providing exceptional service and long-term value to our clients. With a...Flexible hours- ...Banker who will know customers personally and provide trusted financial guidance. You will help with spending, saving, borrowing and investing... ...while guiding customers through digital banking tools and services. The role emphasizes building lasting relationships, meeting...
- ...Chase is a leading financial services firm committed to helping customers pursue their financial goals. This Relationship Banker role focuses on delivering hospitality, leveraging banking solutions, and building lasting client relationships with a focus on service excellence...
- ...explores customer needs and recommends solutions to expand and retain retail and business... ...Performs a wide variety of transactions to service customers in conformance with... ...an Equal Opportunity Employer/Veterans/Disabled Member FDIC/DIF PM21 Avidia BankFull time
- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Temporary workWork at officeFlexible hoursShift workDay shift
$76.8k - $97.9k
...forecasting and project planning preferred Experience in analyzing key financial statements (Income Statement, Balance Sheet & Cash Flow)... ...identify areas for operational improvement and implement solutions Experience building clear PowerPoint presentations for senior...Temporary workWork at officeLocal areaHome office- ...MathWorks has a hybrid work model that enables staff members to split their time between office and home. The hybrid model provides the... .... Learn More: We are seeking a motivated and analytical Financial Analyst to support planning, forecasting, and revenue analysis...Full timeWork experience placementWork at officeFlexible hours
- ...a Registered Representative/ Financial Advisor to join our team! You... ...personalized investment solutions to help clients work toward their... ...with investment products and services Ability to build rapport with... ...Round Table2, with more members than any other financial institution...
- ...Relationship Banker Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their... ...range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial...Work at officeLocal areaFlexible hours
$17.5 - $23.5 per hour
...Position Type Full Time Category Customer Service Job Description Title: Personal... ...customer needs and offer tailored financial solutions, ensuring a hassle-free banking experience... ...RESPONSIBILITY: Interacts independently with members of the community to conduct banking...Hourly payFull timeWork experience placementBank staffWork at officeShift workWeekend work$92k - $110k
...process. Accounting Specialist II Westborough, MA, US... ...LGES Vertech is a full-service energy storage system... ...and expects its team members to assume responsibilities... ...and efficiency of all financial transactions and... ...experience #J-18808-Ljbffr LG Energy Solution Vertech, Inc.Work experience placementWork at officeWorldwideFlexible hours$80k - $95k
OVERVIEW Servicing Financial Advisor - Boston area - Wealth Services Location: On‑Site At Alera Group, our Wealth Services team supports individuals... ...client relationships through planning and investment solutions Support firm growth by participating in client meetings and...Work at officeLocal area
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