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 Associate, Fund/Client Accounting~ Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of th

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Contacts assigned customer accounts concerning past due balances beginning at 31 days. Works closely with Premiers and Sales to address customer disputes and assist with finding resolution. Provides weekly statuses to manager on accounts that are flagged as high risk or have significant disputes. Required Qualifications Bachelor's Degree Working knowledge of Microsoft Off

General Corporate Entity formation; drafting board and stockholder consents, and meeting minutes; drafting documents for amendments, withdrawals, mergers and dissolutions of corporations and LLCs; drafting documents for officer and director changes; drafting proxies and power of attorney documents. Global Entity Management Manage the administration of Cloud's internationa

FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We currently have a potential vacancy for a Civil Investigator. In this role, you will be supporting the overall mission of the Unit of the U.S. Attorney's Office (USAO) including investigation and prosecution of health care fraud matters and an aggressive

MiTek is looking for an experienced Truss Designer who is interested in learning developing software skills to join our Technical Support team. In this role you would be responsible for providing technical assistance to customers and internal users in support of complex Structural Engineering, CAD, and Business Management applications within the MiTek Software Suite. Answ

Meritage Homes is looking for an Escrow Coordinator role to support new home closings for the Tampa Division. The Escrow Coordinator will liaise between Meritage's sales team and our internal and external lenders to finalize closings. The Escrow Coordinator has the following responsibilities. Participate in meeting the budgeted closing objectives. Schedule closings. Compl

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments networ

Relationship Banker I Location US FL Santa Rosa Beach Job ID 2024 17350 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Santa Rosa Beach 17174 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance

Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; redeems bonds for members and nonmembers; performs credit card cash advances for both members and nonmembers; transfers amounts from member accounts as directed. Welcomes members and provides information and education

Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects

WHAT YOU'LL DO The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loa

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Associate General Counsel Job Locations US FL St Petersburg Requisition ID 2024 31388 Position Type Full Time Position Classification On Site Job Function Legal Overview This individual will provide legal and strategic support to General Dynamics Ordnance and Tactical Systems (GD OTS) strategic business units on government contract, commercial, and regulatory issues. They