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

Senior Aviation Financial Analyst Requisition ID 2024 43757 Location (Location assigned to this requisition will be billed for any background checks and drug tests ordered against this requisition) Location US FL ORLANDO Location Name 00246 AVIATION OPERATIONS G&A Location (Location assigned to this requisition will be billed for any background checks and drug tests order

Provide support to assigned department; may work on small projects Review Guaranteed Asset Protection Services Application (NFCU 298A) for completeness and accuracy to determine if additional information is needed. Assign the NFCU 298A to specific queues in different operating systems Review and place GAP claim documents in member folder Create and send letters to members

A Banking Center Manager is responsible for developing and implementing strategies focused on branch profitability and performance. Additionally, the position is expected to lead and develop the branch team and is responsible for maximizing branch performance. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUT

Job Description for Collector II Japan (Temp to Hire) This position will be responsible for reviewing and responding to consumer complaints regarding the servicing and collecting of the mortgage and/or maintenance fees associated with the vacation ownership account (both early and late stage collections). This position also assists owners with the general understanding of

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

Effective skill in the use of PCs and related software packages Ability to synthesize results of analyses, develop and make recommendations and presents results to solve unique and complex problems Desired Qualification(s) Advanced knowledge of NCUA regulations that govern the activities, products and services of the business unit Advanced knowledge of Navy Federal's func

Grow revenue for the branch and district Meet or exceed business plan for the branch Answer and resolve customer questions Manage your team effectively and efficiently Implementing Safety trainings and maintain a branch safety plan Fleet Management Manage Profit and Loss reporting & Operational reviews Generate, process, analyze and review the daily business reports Suppo

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Maintains the quality, profitability and growth of business and consumer products through appropriate pricing and fees. Demonstrates effective sales strategies to attract, expand and retain customer relationships. Applies need based sales techniques to a

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. 40 Responsibilities include but are not limited to Represents the bank in conducting active prospect and customer business developme

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine member financing objectives, advise members of product/pricing policies and guidelines, and gather any additional required information. Proactively solicits new mortgage loan applications by developing relationships within the community, specifically with the real estat