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Reviews incoming Invoices from multiple vendors for different lines of business to insure that billed items were accurately assessed. Decisions and processes incoming invoices by approving for payment or denying payment. Gains approval for any fee request over Investor or Bank allowable limits. Posts funds to Default accounts as needed. Creates and maintains reports as ne
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Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com
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. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate . Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/a
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Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
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With supervision, assists Fixed Income Portfolio Managers in handling investment activities for the fixed income strategies of institutional and Trust Department clients. Aids in the execution of fixed income strategies according to the applicable investment policy statement, operating within established investment policy guidelines. Assists Fixed Income Portfolio Manager
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Seacoast National Bank
- Miami, FL / Coral Gables, FL
This position acts as relationship manager for a select group of Global Banking clients within a specific target market and ensure every client has a positive experience. Meets and exceeds goals by developing new relationships and effectively engaging in conversations with both prospect and existing clients' prospects that would allow them to understand the client's needs
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Love Your Mondays again! Payment Processing Representative As a Payment Processing Representative, you would be responsible with answering in bound calls from customers whose service has been turned off due to non payment and then working with them through that situation the best that we can. That is why a successful candidate for this role would need to have unparalleled
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Job Description A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will gr
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Job Description A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will gr
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Monitor accounts to identify outstanding debts Investigate historical data for each debt or bill Find and contact clients to ask about their overdue payments Take actions to encourage timely debt payments Process payments and refunds Resolve billing and customer credit issues Update account status records and collection efforts Report on collection activity and accounts r
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Paul Hastings is a leading international law firm that provides innovative legal solutions to many of the world's top financial institutions and Fortune Global 500 companies. With a strong presence throughout Asia, Europe, Latin America, and the U.S., we have the global reach and extensive capabilities to provide personalized service wherever our clients' needs take us. A
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All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Part Time Teller, +20 hours per week US PA Christiana Job ID 6215 Ty
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All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Part Time Teller, +20 hours per week US PA Ronks Job ID 6208 Type Pa
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Essential Functions Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments. Provides education and consultation to members on loans. Accurately and efficiently interview members and input loan applications. Performs credit bureau reviews for members. Ext
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Follows standard procedures to input text and numerical business data (such as sales, production, or accounts receivable) into a computer or other business machine. Resolves routine questions and problems and refers more complex issues to higher levels. Responsibilities 1. Uses basic computer skills to key customer names, addresses, statistical information, business infor
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