The Universal Banker II is responsible for meeting with customers and non customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover need

Looking to work at a firm that encourages a work life balance? Withumis a forward thinking, technology driven advisory and accounting firm, helping clients to Be in a Position ofStrength SM in today's modern business landscape.Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a pla

Preferred 4 Year / Bachelors Degree Bachelor's Degree with business related emphasis a plus. Experience Minimum Years of Experience Preferred Years of Experience Description 1 3 Of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must Have a thorough working knowledge of depository & loan products, se

The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS's will also enhance existing relationships with credit union members

Handles all phases of teller duties, including deposits, withdrawals, check cashing, loan payments, etc. Is cross trained in and is able to perform personal banking activities consisting of offering a full range of banking products and services as well as providing efficient and quality customer service. Essential Duties and Responsibilities Handles multiple transaction t

1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understand

The Financial Reporting Manager is responsible for applying the principles of accounting (GAAP) to analyze financial information, prepare financial reports, maintain accurate financial records (including appropriate subsidiary ledgers), in accordance with principles generally accepted in the United States of America (GAAP), the Securities and Exchange Commission (SEC) and

Position Details Banking Specialist II This position, Banking Specialist II, may be called by many other names New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help cli

WHO IS WESTERN ASSET Western Asset Management focuses on supporting our clients' financial goals and creating positive outcomes for all kinds of people. Primarily a globally integrated fixed income manager, we source ideas and investment solutions worldwide, with an emphasis on long term fundamental value investing, using multiple diversified strategies. Come join our tea

Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close knit and fun loving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way (from technology infrastructure to modern marketing to c

Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promot

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Real Estate The Southern California Regional Office team is focused on sourcing commercial real estate investment opportunities across Southern California. Debt placement property types include apartment, senior housing, offic

Associate General Counsel Job Locations US CA Los Angeles ID 2024 3447 Category Legal Overview ASSOCIATE GENERAL COUNSEL (HYBRID ALL US OFFICES) If you have a learner's mindset, a can do perspective, and a deep commitment to client service and quality, then we would like to meet with you ! The Associate General Counsel will be an integral part of a small, collegial, and c

Provide financial, administrative, and clerical services. Ensure accuracy and efficiency of operations. Be responsible for performing day to day financial transactions. Approve expense reports. Verify discrepancies. Resolve clients' billing issues. Prepare and send invoices/credit memos to customers (commercial and government) . Escalate unresolved issues appropriately an

IMA's internal training team is seeking a Retail Trainer to join one of our IMA offices! This position will work closely with the Retail Training Manager to assess training programs, identify root causes of problems, and solve critical issues relating to Process Training components of IMA and is eligible for a hybrid work schedule. A successful applicant must have the abi