Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed

Primary Office Location 7100 Creedmoor Road. Raleigh, North Carolina. 27613. Join our team. Make a difference for us and for your future. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and len

The Assistant Director of Financial Aid (AD) assists in managing financial aid and student accounts programs at the School of Professional Studies (SPS) including, but not limited to, counseling, need analysis and packaging, loan management, and communications. The AD will work closely with the SPS Director of Financial Aid & Student Accounts. The AD will advise students

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Primary Office Location 100 Federal Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference for us and for your future. Position Title Loan Operations Coordinator Business Unit Operations Reports To Supervisor of Loan Operations Position Overview This position is primarily responsible for assisting the branches by analyzing, evaluating, documenting and c

None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac

The School of Accounting, Finance, Information Systems, and Business Law, one of the three schools in the College of Business, invites applications for a 9 month fixed term Instructor position in Finance beginning in August 2024. The successful candidate will bring areas of teaching and research that complement and integrate with those of existing faculty. Teaching respon

Overview The Wake Forest University School of Business is seeking qualified candidates for the role of Assistant Director, Financial Aid. The Assistant Director of Financial Aid (AD) will assist in managing all aspects of the financial aid program at the School of Business including, but not limited to, counseling, need analysis and packaging, loan management, and communi

of Work The primary purpose of this position is to assist with the overall operations of the Office of Financial Aid. Primary responsibilities include monitoring for compliance consistency as it pertains to all the aid programs the Office administers especially as it relates to Banner processes. This position is also responsible for assisting with recommending new policies

of job responsibilities/duties 65 Counseling Duties All professional staff have counselor duties. The position will have direct contact with clients (students and parents, primarily) on an appointment and walk in basis and over the phone. The position provides information about all student financial aid programs program characteristics such as type of aid, funding source,

May be responsible for performing a variety of complex duties, including but not limited to, working outstanding insurance claims having no response from payors, having claim edits, and/or having received claim form related denials. Maintains A/R at acceptable aging levels by prompt follow up of unpaid claims and denied claims. Review credit balances for possible realloca

May be responsible for performing a variety of complex duties, including but not limited to, working outstanding insurance claims having no response from payors, having claim edits, and/or having received claim form related denials. Maintains A/R at acceptable aging levels by prompt follow up of unpaid claims and denied claims. Review credit balances for possible realloca

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up

Sales Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals. Client Service Meets with clients and prospects to up