- Financial Partners Credit Union (Long Beach, CA)
- …products and telemarket for special promotions. + Open and close checking, savings, money market , CD's, IRA's following credit union policies and procedures. + ... Identify and refer loan opportunities to PBO, Branch Manager or MLC. + Proactively identify opportunities to serve members further using the Mini-FiNap process. + Able to present features and benefits of CU deposit products and services and close the sale. +… more
- Financial Partners Credit Union (Downey, CA)
- …and generating new Select Employer Groups. + Open and close checking, savings, money market , CD's, IRA's following credit union policies and procedures. + ... Present and discuss features and benefits of all CU products and services + Educate members on all the services available to them. + Build multiple service profitable member relationships EDUCATION/EXPERIENCE: + Bachelor's Degree preferred. + Minimum 6 months… more
- Arrow Financial Corporation (Troy, NY)
- …across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial ... loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.… more
- Charles Schwab (Naples, FL)
- …a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, collective investment trusts (CITs), and Separately Managed ... Accounts (SMAs). The overall SAM team embodies our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. The SMA Billing team plays a critical role in helping our clients achieve their financial goals… more
- BlackRock (New York, NY)
- …with or demonstrated interest in asset management and advising mutual funds, ETFs, money market funds, private funds and/or other collective investment products ... would be preferred. + Familiarity with advising on trading matters including collateral pledging, prime brokerage agreements, decentralized finance applications would be preferred. + Exceptional analytical, written, verbal and project management skills and… more
- Arrow Financial Corporation (Glens Falls, NY)
- …across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial ... loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.… more
- Huntington National Bank (Beachwood, OH)
- …Deposits is responsible for developing multi-channel acquisition and deepening strategies for Money Market , Savings and CD accounts for Consumer and Business. ... This role requires a deep understanding of full-funnel marketing strategies, a high degree of analytic and quantitative orientation, and the ability to frame then effectively communicate a strategic vision to senior partners across multiple disciplines. In… more
- Arrow Financial Corporation (Glens Falls, NY)
- …across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial ... loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …AP and Cash Managers' reports. + Enter and approve future-dated wires and money market wires; monitor release schedules and assist with firm-entered wires. ... + Manage USD firm wires: enter wires from the Firm email box, annotate unposted items, and resolve discrepancies using RDC and HRMS reports. + Provide coverage for teammates during absences, lunches, or high-volume periods, flexing across roles as needed. +… more
- Arrow Financial Corporation (Latham, NY)
- …across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial ... loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.… more