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Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
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Provides personal financial counseling and management services directly to adults, children, and youth of service members. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
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Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
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Provides individualized financial counseling and assistance to service members and families. Develops and makes available informational financial materials to service members and families.
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Assists service members in establishing an extended absence financial plan. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
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This position will provide personal financial services at assigned military installations. Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
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Looking for a positive, enthusiastic and energetic, professional person to provide outstanding administrative support to a fast paced, tax and financial services firm and SUPERIOR customer service to our clients.
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Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
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Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.
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Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Responds to requests for age‐appropriate classes or seminars to youths and teens as part of on-base education.
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May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
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Ability to discuss with patients their general financial responsibilities and connect the patient with the Customer Service Center at the Corporate Business Office. Under general supervision follows standard operating procedures for all patient registration activities including patient reception, face-to-face check in and check out, preregistration, insurance verification, cash collections, chart reconciliation and patient discharge.
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This role offers a great insight into the world of banking, insurance, and wealth management to build a foundation for a career in financial services. Day in the Life - Every day you will work face-to-face with clients in the branch location, manage a cash drawer, assist clients and team members, uncover needs, and educate clients on German American products and services.
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Customer Service Excellence: Be the friendly face and voice of our company, providing top-notch service to our valued customers. ABOUT US: “Jorge, a visionary entrepreneur in the home services industry, embarked on a transformative journey from Ecuador to the United States in pursuit of a brighter future.
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This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA’s.
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in person customer service financial services face to jobs in Maumelle, Arkansas
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