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Assist in managing day-to-day banking operations and processing payments. Drive Treasury related projects - consolidations in banking, improve internal banking services, cost improvement and efficiency opportunities, to drive technology improvements banking practices.
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Key words: banking, credit union, Client Services Associate, wealth management, investment services, assistant, support, administrative, operations, servicing. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
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Experience: Minimum 3 years in banking operations / financial services high-production operations work environment, preferably in loans, customer service, insurance, etc.
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Understanding of investment banking operations, technology and change landscape. Extensive experience as a Sales Executive in FinTech or financial services. FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.
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Client Service/Operations experience within financial services. Insight Global is looking to hire a Sr Client Service Specialist to work for a large financial services company.
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Required Required, Must complete federal registration and annual renewal as required by the SAFE Act. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence.
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Sell products and services. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS? As a Sales Executive - Client Management - Quota Carrier, you will collaborate with the C-suite level of finance, legal, and technical groups with a global fintech environment with endless opportunities for success.
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By creating an open, next-generation fintech platform, FIS expands its solution offerings that can be embedded in any application that supports our clients' financial services processes - from payments to banking to wealth to capital markets.
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Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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Intermediate knowledge of banking industry and bank operations, including best practices and regulations. 3+ years financial services or related experience required. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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This San Francisco-based executive will also partner closely with Financial Planning & Analysis, Risk, Accounting as well as key businesses across Lyft including Core Rideshare, Bikes & Scooters, ExpressDrive, Driver Operations, Technology, Marketing, and Legal to execute strategies for long-term capital planning by managing and forecasting cash flow.
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Previous experience in a front-line banking or financial services position is preferred. Answer questions on various services the financial institution provides, and recognizes sales and referral opportunities.
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Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals(required.
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Financial services background: Finance, Banking, Treasury Operations or Capital Markets leading software development and deployment efforts. Familiarity with financial concepts such as advances (loan), securities and derivatives is a plus.
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