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ABS Kids is looking for a Center Support Specialist to join our team in Charlotte, NC. The Center Support Specialist is responsible for being the first face for clients that come into the clinical offices and assist employees in a variety of ways. In addition this role is responsible for providing administrative support to the regional administration team and providers. Th
Posted Today
Manage incoming client phone calls, greet clients for in office visits. Proactively communicate with clients on a regular basis through a range of communications vehicles, process client requests and answer basic client inquiries in a timely manner. Coordinate the preparation of financial plans, annual or quarterly reviews and other ad hoc client meetings materials by pre
Posted Today
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
/Overview Reporting to the Director of Underwriting, this position is responsible for underwriting all types of medical professional liability policies including, but not limited to, underwriting more complex Custom Account submissions, Core submissions, and renewal business. The Senior Underwriter will gain and maintain competency particularly in Curi's more complex MPL o
Posted Today
The pricing intelligence pioneer, RetailData is hiring immediately in your area! Are you retired, want extra income, have extra time on your hands and want to stay active? Retirees are welcome and encouraged to apply! We have part time, flexible work schedules available now! What does RetailData Offer You ? A comprehensive initial training program to ensure you fully unde
Posted Today
Develop and manage full banking relationships with desired businesses, professionals and executives within the defined geographic area. Responsible for collecting required information and evaluating customer and prospect needs in accordance with Bank's policies, processes, and procedures. ESSENTIAL JOB FUNCTIONS Meets with prospective customers to achieve successful custo
Posted Today
Under the direction of the Commercial Regional Executive, learns and performs various support functions related to loan and deposit sourcing, underwriting, servicing, relationship building, and overall portfolio management. ESSENTIAL JOB FUNCTIONS Works with existing and potential customers to develop new business and/or expand and retain current business Solicits total b
Posted Today
Service Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Operational Support Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business u
Posted Today
IRR Framework Support the enhancement of a sustainable IRR management program that meets regulatory expectations, while supporting the Bank's overall balance sheet management strategies. Work cross functionally to manage stakeholders (e.g. 2 nd line of defense) and follow through on the execution of projects with a high attention to detail. Business Support Assist in the
Posted Today
IRR Framework Support the enhancement of a sustainable IRR management program that meets regulatory expectations, while supporting the Bank's overall balance sheet management strategies. Work cross functionally to manage stakeholders (e.g. 2 nd line of defense) and follow through on the execution of projects with a high attention to detail. Business Support Assist in the
Posted Today
Develops and implements global risk management reports, systems, and processes to minimize investments risks. Applies extensive, in depth knowledge, skills, and practices to perform complex assignments. Job Description What is the Opportunity? As the Senior Manager, Policy Governance, this role will be a 2nd Line role with the primary responsibility for RBC Bank Policy Go
Posted Today
This position has overall responsible for the end to end functionality, system controls, and business end user support of the ICE Encompass application within the Real Estate Financing team at RBC Bank. Acting as the "Voice of the Business" and "Voice of the Client", this role is accountable for the "system enhancement" budget, prioritizing Change request tickets and enha
Posted 1 day ago
Social Finance (SoFi)
- Jacksonville, FL / Charlotte, NC / San Francisco, CA / 1 more...
Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is going through an unprecedented transf
Posted 1 day ago
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