Financial Services Rep: Cross-Sell & Loans (Travel)
Dade County Federal Credit Union
Dade County Federal Credit Union is seeking a Financial Service Representative for the Miami Gardens Branch. The role focuses on delivering quality member service, cross-selling financial products, and supporting branch sales goals. The position requires the ability to travel within a 15-mile radius to staff other branches when needed and involves handling various transactions with accuracy. #J-18808-Ljbffr Dade County Federal Credit Union
- ...relationship management of a commercial loan portfolio in accordance with... ...timely delivery of quality service and issue resolution.... ...lending, deposit growth, and cross-sell of ancillary banking products... ...applicants, conducts preliminary financial analysis and establishes...SuggestedBank staff
$62k
...have an unmatched Culture. What we offer Loan Officers: - Aggressive Compensation... ...through a full array of products and services. Coordination: Uses judgment and discretion... ...and delegate responsibility. Travel: ~ Might be required Min...TravelWork at office$60k - $75k
...you! Our lending team is seeking a junior loan officer to help applicants navigate the... ...are best suited depending on applicant’s financial status • Assemble financial information to... ...needed in order to provide superior customer service Qualifications: • Bachelor’s degree is...Suggested$128k - $252.5k
...-to-end support and advisory services, covering areas such as valuation... ...navigate challenges, avoid financial pitfalls, and implement... ...across client stakeholders and cross-functional workstreamsPrepare... ...financial reportingAbility to travel 50%, on average, based on the...TravelLocal area- ...the West Coast. We specialize in complex loan scenarios—jumbo, non-QM, bank statement,... ...pride ourselves on delivering responsive service with a high-touch, boutique feel backed by... ...accuracy, and professionalism Industry ~ Financial Services Employment Type Full-time...SuggestedFull timeWork at officeLocal areaRemote workShift work
- ...Description Job Summary: The Equity Loan Officer (ELO) is responsible for... ...process while providing exceptional member service throughout the lending experience. The ELO... ...regulatory requirements. Refer members to financial counseling resources, including GreenPath...Work at officeLocal area
$200k - $300k
...CCB”) is part of Citi, a leading global financial services company that has over 200 million... ...working capital, syndicated and bilateral loans, full range of capital markets products... ...and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share...Full timeLocal areaOverseasFlexible hours- ...ABOUT BCI Bci provides financial services to individuals and corporations... ...position requires leading cross-functional client teams and... ...service and identify cross-selling opportunities for UHNW and HNW... ...opportunities involving term loans, securities- based/collateralized...Work at officeLocal area
- ...development, and deliver tailored financial solutions that support your... ...guidance, identifying cross-sell opportunities, and ensuring a... ...Lead the delivery of financial services to corporate clients, ensuring... ...your authority. Negotiate loan terms based on risk, market conditions...Full timeWork at office
- ...Job Description Job Description Miami, Florida Executive Loan Officers! Join the Winning Team! We don’t just close loans, we... ...hustle = your paycheck · Supportive ops team you focus on selling, we handle the rest · Culture of Champions we celebrate...
- ...perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an... ...manages the sales and service of financial services to Corporate Banking... ...and prospects in accordance with loan quality guidelines, approval standards...Full timeWork at office
$105.4k - $207.8k
...to-end support and advisory services, covering areas such as valuation... ...navigate challenges, avoid financial pitfalls, and implement... ...discussionsCoordinating with cross-functional teams to manage deliverables... ...and last minute travelAbility to travel up to 25%, on average...TravelLocal areaVisa sponsorship$95.55k - $195.25k
...Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of... ..., and Indirect Tax services, as well as cross-thread activities such as initiating,... ...sponsorship may be available.Ability to travel up to 10%, on average, based on the work...TravelWork at officeLocal areaVisa sponsorship$59.1k - $196k
...payroll, cloud-based HR and financial management solutions that put... ...work streams are cohesive and cross functional impacts are considered... ...to complex challenges. Travel may be required for this role... ...leading global professional services company that helps the world’...TravelFull timeWork experience placementLive inWork at officeLocal area- ...Full-time Description Basic Description: The Loan Officer Assistant will assist & support their Senior Mortgage Banker(s) (SMB) in the... ...periods sitting at a desk and working on a computer Occasional travel, although minimal, may be required throughout the year, as needed...TravelFull timeFor contractorsRemote work
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We... ...financial planning and investment management services.Conduct Reviews: Regularly review and... ...centers of influence, and external partners.Travel: Be prepared to travel as needed....TravelTemporary workLocal areaFlexible hours- ...innovative and comprehensive services and solutions that span cloud;... ...for this role. The amount of travel will vary from 0 to 100% depending... ...of 8 years of experience selling enterprise managed security services... ...areas, with ability to cross sell into the other areas:Security...TravelFull timeWork experience placementLive inWork at officeLocal area
- ...and products penetration. Promote and Cross-sell Products and services with the objective of servicing,... ...relationships, increasing the deposit and loan portfolio, increasing bank revenues,... ...and service customers in a financially feasible and prudent manner, with minimum...Work experience placement
- ...provide high-quality customer service and support across various financial transactions,... ...deposits, withdrawals, and loan applications, and resolving... ...and effectively cross-selling to enhance relationships... ...management. Must be capable of travel by automobile (as driver...TravelWork at officeFlexible hours
- ...lead management, and proactive cross selling. This role delivers exceptional customer service in alignment with the bank's mission... ...a strong understanding of their financial needs. Responsibilities Include... ...CDs, and IRAs and discuss/sell loan products to existing and...
- ...Accenture is a global professional services company with leading... ...deep functional knowledge of Financial General Ledger and Sub-ledger... ...methods, solution quality, and cross-team collaboration while helping... ...finance transformation value.Travel may be required for this role...TravelFull timeWork experience placementLive inWork at officeLocal area
- .... We offer Corporate Banking services to international companies in... ...individuals seeking personalized financial guidance. Our business... ...and the Branch in particular. Travelling as necessary. Servicing... ...manage investment orders to buy, sell or transfer securities for...TravelPermanent employmentWork at office
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies... ...advice and guidance regarding financial solutions that are in the best... ...as an originator of consumer loans as defined by Regulation Z,... ...Canada only: Registration to sell investment products completed...Contract workPart timeLocal areaImmediate startDay shift$15 per hour
...to cultivate expertise across the entire loan life cycle. Sales Aptitude: Ability to... ...pursue sales opportunities effectively. Financial Acumen: Understanding of basic financial... ...to delivering exceptional customer service throughout the loan process. Requirements...Hourly payMinimum wageFull timeLocal area- ...lender providing specialty bridge and term loan products to residential real estate... ...experience and are known for their best-in-class service, and ability to execute. About The... ...estate projects. Thorough analysis of financial data and investment plans to recommend the...
$150k
...forward to helping you succeed as an Originator. Responsibilities Verifies, compiles, and inputs application information for mortgage loans: Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data...- ...committed to developing the next generation of financial professionals who are driven by purpose... ...confidently transition into financial services. You’ll be surrounded by a team that’... ..., and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is...TravelInternshipWork at officeHome officeVisa sponsorshipFlexible hours
- ...striving for excellence both in your military service and civilian career? Northwestern Mutual... ...Network is seeking to onboard a new Financial Planner to our team. We are a united... ...family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is...TravelInternshipWork at officeHome officeFlexible hours
- ...exceptional customer service, accurately and... ...balancing procedures. Cross-trained in all... ...identifying cross selling opportunities.What... ...order to meet their financial needs.Executes a... ...transactions such as, loan payments within... ...card activation, travel dates, limit increases...TravelImmediate startRemote workNight shift
- ...multiple duties in the Construction Administration Department whose primary objective is to administer the Bank’s commercial construction loan and residential construction loan portfolios in adherence to Bank policies and procedures, applicable lending regulations, and...Permanent employmentTemporary workRemote workFlexible hours
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