Financial Services Customer Advisor Policy & Transactions
Jobvious
Jobvious, located in North Carolina, seeks qualified candidates for a customer service role focused on providing excellent service for internal and external customers. The ideal candidate will have a strong understanding of contract provisions and proficiency in effective communication. This role involves responding to customer inquiries, processing transactions, and maintaining knowledge of current products. Candidates should have work experience in customer service and participate in relevant educational coursework. A credit check will be required during the hiring process. #J-18808-Ljbffr Jobvious
- ...Provides prompt efficient service for assigned product and/or... ...center internal and external customers. Consults and interprets... ...communication. Assists customers with financial transactions. Consults and interprets... ...transactions according to policy provisions within assigned...PolicyContract workWork experience placementWork at office
$82.7k - $175.9k
...moves the world. We connect financial institutions, corporations,... ...Title Sales Executive - Transactional Print What does a successful... ...work with our print output services team to support transactional... ...letters/notices, insurance policies, healthcare ID cards, etc. and...PolicyTemporary workH1b- ...a passion for client service. People who understand... ...SUMMARY OF POSITION: A Financial Consultant should... ...position will serve as an advisor to clients, providing... ...up on completion of transactions. Complete required... ...Management products, policies, and procedures....PolicyWork at office
- ...proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is... ...Manager, consistent execution of all customer transaction requests, and identification... .... Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values...PolicyWork at office
- Purpose To support the delivery of Financial Advisory Services in the district by helping to service existing FAS member relationships, assisting... ...workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must...PolicyWork at officeImmediate start
$67.5k - $96.3k
...Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and... ...and tracking of OptiFreight customer rebates & savings guarantees Ensure... ...eligible sales data is reconciled to transactional data and contractual compliance terms...PolicyContract workTemporary workLocal areaFlexible hours- Financial Service Representative - Bilingual Spanish preferred Job Category... ...and Credit Union policies and procedures to include personal... ...cards. Process all types of transactions for members including... ...interaction and follow up utilizing Customer Relationship Management (...PolicyFull timeTemporary workImmediate startFlexible hours
$67.5k - $96.3k
...oversees the accounting, tax, financial plans and policies of the organization,... ...Responsibilities Research financial transactions for disputes and resolve... ...Possesses understanding of service level goals and objectives when providing customer support Work collaboratively...PolicyTemporary workWork experience placementLocal areaFlexible hours- ...Banker's primary responsibility is to process transactions accurately and efficiently in accordance with established policies, procedures, and behavioral guidelines. The... ...environments while delivering exceptional client service and learning the full range of retail banking...PolicyFull timeContract workWork at officeMonday to FridayFlexible hoursWeekend work
$80.9k - $115.5k
What Financial Systems contributes to Cardinal Health Finance oversees... ..., tax, financial plans and policies of the organization,... ...the accuracy of financial transactions. Financial Systems is responsible... ...systems with in-depth customer service, internal control, data governance...PolicyTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours- ...best experience for our customers. We work together each... ...proactive sales and service activities. Manage the... ...improve the customer's financial wellbeing. Collaborate... ...managing financial transactions by leveraging technology... ...through adherence to all policies and procedures,...PolicyTemporary workWork experience placementWork at officeShift work
- ...Veterinary Receptionist / Client Service Representative (CSR) Davie, United States | Posted... ...pet owners about services, policies, and preventative care Making the client... ...records Process payments and manage billing transactions Coordinate medical record requests Support...PolicyFull timePart timeWork at officeWeekend work
- ...Community Bank offers the personal service you would expect from a... ...Personal Banker I provides customers with accurate information... ...Ensure that all the Bank’s policies, procedures, and regulatory... ...explanation with each customer transaction. Help customers to understand...PolicyWork at office
- ...best experience for our customers. We work together each... ...proactive sales and service activities. Manages the... ...the customer's financial wellbeing. Collaborates... ...for managing financial transactions by leveraging technology... ...through adherence to all policies and procedures,...PolicyFull timeTemporary workWork experience placementWork at officeShift work
- ...Relationship Banker I in Garner, North Carolina. This role is responsible for conducting teller transactions and providing top-notch customer service while adhering to bank policies. The banker will work closely with the branch team to meet both individual and team goals....Policy
- ...and deepens the branch customer base through a variety... ...proactive sales and service activities. Manages the... ...improve the customer's financial wellbeing.... ...for managing financial transactions by leveraging technology... ...through adherence to all policies and procedures, demonstrating...Policy
- ...responsible for conducting teller transactions and cash vault transactions in an... ...for providing exceptional customer service while following Bank policies and procedures, maintaining essential... ...helping customers achieve their financial goals through the sales and servicing...PolicyNight shift
- ...proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is... ...Manager, consistent execution of all customer transaction requests, and identification... .... Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values...PolicyWork at office
$19.23 per hour
...We are a Credit Union Service Organization (CUSO) owned... ..., deposits, and other financial needs. Location... ...company and credit union policy/procedures, and... ...queue and process related transactions. Correspond with other... ...of experience in customer service is preferred....PolicyWork at officeRemote work- ...Banker is a trusted advisor who engages... ...understand their financial goals and align on... ...bank’s products and services. This role... ...line to keep the customer wait time to a minimum... ...processing of financial transactions as needed).... ...bank regulations, policies, procedures, risk...PolicyTemporary workWork at officeMonday to Friday
- ...an industry‑leading client service experience both in person and... ...client relationships. Provides financial solutions that meet client... ...and risk management policies. Stays informed of all changes... ...conversation while conducting transactions and uncovering needs. This may...PolicyFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...an industry leader in financial services, delivering smart... ...professional relationships with customers and prospects, and... ...and process account transactions accurately and... .... Adhere to all Bank policies, procedures, and guidelines... ...and act as a trusted advisor. Ability to...PolicyWork at officeLocal areaDay shift
- ...the best experience for our customers. We work together each day... ...acquisition through onboarding and servicing.* Proactive lead management... ...on options for managing financial transactions by leveraging technology,... ...through adherence to all policies and procedures,...PolicyFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...knowledge of investments, financial planning, credit and... ...all risk and control policies, regulatory guidelines... ...Banking or Financial Services Bachelor's Degree required... ...banking, financial transaction processing and asset... ...provides individuals, advisors and institutions with...PolicyTemporary workWork experience placementLocal area
$25 per hour
...Purpose The Associate Member Services Representative (MSR) is an... ...Comply with all Credit Union policies and regulatory requirements.... ...Serve members by processing transactions in the appropriate system and... ...basic knowledge of Financial Advisory and Real Estate products...PolicyWork at office$15 - $16.5 per hour
...Receptionist / Client Service Representative to serve... ...interactions, process transactions, and support clients... ...thrive in a team-focused customer service environment.... ...accordance with site policy and applicable law ~... ...payments and maintain financial records ~ Positive attitude...PolicyHourly payFull timePart timeLocal areaMonday to Friday10 hours per weekShift work$76.4k - $138.6k
...deliver secure products and services, as well as detect and quickly... ...Under our flexible vacation policy, you’ll decide how much... ...needed to support your physical, financial, and emotional well-being.... ...consulting, tax, strategy and transactions. Fueled by sector insights,...PolicySummer holidayLocal areaFlexible hours$18.5 per hour
...Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their... ...with wholesale and retail customers Process sales transactions accurately and consistent with policies and procedures Follow and achieve sales goals on a...PolicyFull timeFor contractorsWork experience placementAfternoon shift$64.2k - $116.4k
...increasingly complex and the services we offer are rapidly... ...timely and insightful financial and operational... ...the Engagement Business Advisor (EBA) - Senior Associate... ...apply judgment, firm policy knowledge, and... ...consulting, tax, strategy and transactions. Fueled by sector...PolicyFull timeContract workWork experience placementSummer holidayWork at officeFlexible hours- ...The Seasonal Sales & Service Representative gives students... ...to direct customer interaction at the branch... ...Accountabilities Processing transactions and servicing customer... ...all regulations, bank policies, procedures and... ...customer transactions and financial exposures. Complete required...PolicySummer workInternshipSeasonal workWork at officeImmediate start
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