- Heritage Financial Credit Union (Central Valley, NY)
- …This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to ... inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate...requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will… more
- Geisinger (Lewistown, PA)
- …unit as needed. + Assists with transporting blood products to and from Blood Bank as needed. Work is typically performed in an office environment. Accountable for ... choices, including options to save with a flexible spending account (FSA) and health savings account (HSA)...flexible spending account (FSA) and health savings account (HSA) + Company paid Life Insurance, and Long-term… more
- State of Michigan (Lansing, MI)
- …OEAA projects . Management for all the OEAA systems (Secure Site, Item Bank System, etc.) . Responding to assessment and accountability reports and state analysis ... equal to 4% of your pay to a 401(k) account . The state will also match up to 5%...of your pay if you contribute to your 401(k) account . Your contributions vest immediately, and the state's contributions… more
- BrightSpring Health Services (Nashville, TN)
- …to the Home Health division business development team. This role equips Account Executives with the skills and knowledge necessary to effectively promote home ... with the BD leadership team to deliver a seamless integration process for Account Executives + Crafts and conducts customized field training programs, fosters best… more
- Persado (New York, NY)
- …banks today, the Persado platform orchestrates and facilitates interactions between a bank 's marketing team and its compliance team as they generate collateral that ... Apply a results-oriented, methodical approach to collaboratively develop and execute an account plan and operating playbook that moves customers along a maturity… more
- LTD Global (Livermore, CA)
- …and services + Open new accounts and recommend appropriate deposit account types + Cross-sell Treasury Management Services; prepare setup documentation, onboard ... Support associates with the setup of additional products and services + Perform account maintenance, including client contact and follow-up + Prepare and process … more
- Subaru of America (Camden, NJ)
- …posting and closing assigned accounts on a monthly basis. Completes account analysis and prepares financial statements. Identifies, summarizes, and validates ... records including P&L, Balance Sheet, and Cash Flow statements. Completes bank and investment statement reconciliations and summarizes all activities. Collaborates… more
- Zions Bancorporation (Salt Lake City, UT)
- …**Sr. Solution Architect** , with emphasis on Financial Services digital account opening, MarTech, KYC/KYB, Content Management Systems (CMS), software development, ... Salt Lake City, Utah. Zions Bancorporation is building the bank of the future and changing what it means...As a **Sr. Solution Architect** with experience in digital account opening and content management solutions, you will be… more
- Waste Connections (Monroe, LA)
- …ledger with bank statements and resolve discrepancies + Conduct customer account audits and manage over/under payments, credits, and refunds + Investigate and ... credit applications + Manage collections through phone calls, email campaigns, and account suspensions + Recommend allowances for doubtful accounts and initiate bad… more
- Truist (Lakeland, FL)
- …Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to ... compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to… more