Administer and document basic account activity and execution per NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct periodic review of accounts to communicate account status, explain activities and keep clients aware of new offerings Develop a beginning pipeline of internal/external referral sources in compliance with Navy Federal policies and procedure

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know Are you FIS? What You Will Be Doing As primary point of cont

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you're ready to start learning, growing and making an impact with a career in fintech, we'd like to know Are you FIS? About the Team The Client Services Middle Office

Provide prompt, efficient and friendly service to all customers Assist customers with all their banking/financial needs to include but not limited to; o Opening/closing accounts o Assistance with account discrepancies o Spending plans o Loan applications o Monetary transactions o Assistance with all other available bank services and products Operating and balancing a cash

The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and

General information Name Consulting Wealth Management Advisor Posting Title Advisor Wealth Management Ref # 2232433 Date Published Tuesday, April 30, 2024 City Austin State Texas Country United States Job Category Wealth Advisory Department Wealth Advisors Office Wealth Advisory Advertised Location US TX Austin, US TX San Antonio Working time Full Time Description & Requi

This position is a back up for business office functions, providing work coverage for the various operational work units in the RCBS organization. This includes billing, collections, reimbursement validation, cash posting, mail handling, scanning, sorting, assembly, copying, faxing, and data entry functions. In addition, this position provides training to Associates on RC

Why Orthofix? We are a leading global spine and orthopedics company with a premier portfolio of biologics, innovative spinal hardware, bone growth therapies, specialized orthopedic solutions and a leading surgical navigation system. Our combined company is over 1,600 strong, with products distributed in 68 countries worldwide and a global R&D, commercial and manufacturing

FuturePlan is the nation's largest third party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds high touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined t

Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission the health and well being of individuals and communities entrusted to our care. By joining Parkland, you become part of a diverse healthcar

General Notes Must be eligible to work in the United States on a full time basis for any employer. Purpose The Financial Aid Counselor II position is responsible for ensuring compliance with federal, state, and university regulations throughout assigned processes. The FAC II possess a level of knowledge that allows them to assist with setting procedures, monitoring variou

General Notes Must be eligible to work in the United States on a full time basis for any employer. T his position is scheduled to end on December 31, 2024, with continuation in successive years possible beyond December 31, 2024 depending on funding, workload, and job performance. Purpose The Financial Aid Counselor II position is responsible for ensuring compliance with f

This position is a back up for business office functions, providing work coverage for the various operational work units in the RCBS organization. This includes billing, collections, reimbursement validation, cash posting, mail handling, scanning, sorting, assembly, copying, faxing, and data entry functions. In addition, this position provides training to Associates on RC

Are you outgoing, reliable, and customer service driven? If so, we would like you to join our team as a Customer Service Representative. As a Customer Service Representative, you will be provided with training to be successful. The role directly supports the Customer Service Team Lead. Responsibilities include working and resolving my.sunloan.com customer portal tickets i

Are you outgoing, reliable, and customer service driven? If so, we would like you to join our team as a Customer Service Representative. As a Customer Service Representative, you will be provided with training to be successful. The role directly supports the Customer Service Team Lead in managing incoming calls from customers applying for or requesting information regardi