Financial Relationship Specialist

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Relationship Specialist to provide exceptional customer service to our members.This role involves processing teller transactions, opening and closing accounts, solving problems, updating member information, conducting loan application interviews, processing loan applications, funding...

Role Summary">This Business Banker I position is responsible for developing and maintaining strong relationships with business members to drive growth and profitability. The ideal candidate will have a proven track record in sales and relationship management, with a strong understanding of the banking industry and excellent communication skills.About...

Job DescriptionRubyCo. Concierge Tax + Accounting is a respected CPA firm providing top-notch tax and accounting services to the community. We are seeking an experienced Financial Specialist to join our team.Key TasksPrepare tax returns for Individuals and Businesses.Build strong relationships with clients through effective communication.Develop tax planning...

**About the Role**We are seeking a skilled Financial Accountant Specialist to join our team at Busby Sanford Brady CPAs PLC. As a key member of our accounting team, you will be responsible for preparing tax returns for various entities and providing exceptional professional services to our clients.**Estimated Salary:** $65,000 - $85,000 per year (dependent...

About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Tocco Financial Services Inc. Based on experience and current client base, the estimated salary for this position is $120,000 - $200,000 per year.The successful candidate will be responsible for meeting with clients and prospects to understand their financial goals and...

About the RoleWe are seeking a Senior CFP Financial Advisor to join our team at Tocco Financial Services Inc. The ideal candidate will have extensive experience in financial planning and a strong desire to mentor and lead a team.The Senior CFP Advisor will be responsible for meeting with clients and prospects, analyzing their financial situations, and...

Job Title: Corporate Financial SpecialistAbout Us: Moose Lake Companies Inc is a leading organization with diverse business interests including manufacturing, engineering, UAV services, and real estate. We are seeking an experienced Corporate Financial Specialist to join our team.Salary: $65,000 - $85,000 per year based on experience and qualifications.Job...

Key ResponsibilitiesAs a Senior CFP Financial Advisor, you will be responsible for:Meeting with clients and prospects to understand their financial goals and objectives;Analyzing client data to identify areas for improvement and develop personalized financial plans;Presenting financial plans to clients and addressing any questions or concerns they may...

Job OverviewWe are seeking a Financial Reporting Specialist to join our team at Moose Lake Companies Inc. As a key member of our accounting department, you will play a critical role in preparing and examining financial records, statements, and reports.This is an exciting opportunity for a CPA with two to four years of experience in public accounting looking...

About This OpportunityThe Expert Accountant is seeking an experienced Financial Management Specialist to join our team. In this role, you will be responsible for providing high-quality financial management services to our clients, including budgeting, forecasting, and financial reporting.Key Responsibilities- Develop and implement financial policies and...

Key ResponsibilitiesThe Financial Transaction Specialist will welcome members and provide routine information concerning services, directing them to appropriate departments for specific information and service.This role involves identifying cross-sell opportunities and cross-selling services to members, as well as performing miscellaneous tasks such as...

About the RoleAs a Financial Professional with New York Life Insurance - Arizona, you will be responsible for guiding clients through intricate financial obstacles such as retirement planning and college savings. You will also present a variety of financial products and solutions to help clients reach their financial objectives.The ideal candidate will...

Job DescriptionWe are seeking a skilled Macro Specialist - Financial Services to join our team at Hughes Federal Credit Union. As a Macro Specialist, you will be responsible for developing and maintaining complex Excel VBA macros and reports.ResponsibilitiesDevelop new macro-driven Excel spreadsheets to automate departmental processes.Maintain and improve...

**Overview**PLS Financial Services, Inc. is a dynamic and growing company that provides financial services to individuals and businesses.We are seeking a highly motivated and experienced SPANISH SPEAKING CLIENT SUPPORT SPECIALIST to join our team!The ideal candidate will have excellent communication and problem-solving skills, as well as the ability to work...

Global Channel Management is a technology company that specializes in recruiting and staff augmentation. We're seeking a Financial Support Specialist to join our team and provide critical support to our accounting department.Estimated Salary: $50,000 - $65,000 per yearJob DescriptionThis role involves assisting Corporate Accounting with various tasks, such...

Job OverviewThis is a challenging opportunity to work as an Accounting Specialist in our team. As a key member of the accounting department, you will be responsible for assisting in daily financial operations and ensuring accurate and timely financial reporting.Salary: $60,000 - $80,000 per year, depending on experienceResponsibilitiesMaintain and reconcile...

About the PositionWe are looking for a Banking Relationship Manager to join our team at Pima Federal Credit Union. As a key member of our branch staff, you will be responsible for building relationships with our members and promoting credit union products and services.The estimated salary for this position is $55,000 - $70,000 per year, depending on...

Job SummaryWe are seeking a skilled and ambitious Outside Sales Consultant to join our sales team at Elevated Financial Benefits. The ideal candidate will be a self-motivated and results-driven professional with a passion for sales and a desire to grow their career in a dynamic environment.The successful candidate will be responsible for driving new...

Job SummaryWe are seeking a highly skilled and detail-oriented Senior Account Relationship Manager to join our growing team at RubyCo. Concierge Tax + Accounting.The ideal candidate will possess excellent customer service skills, strong analytical and problem-solving abilities, and experience with current computer accounting programs and reporting tools.This...

Daily ResponsibilitiesAs a Customer Support Specialist, you will be responsible for providing exceptional service to our members by assisting with their financial needs, explaining services that meet their requirements, setting up new accounts, responding to problems, directing members to the appropriate personnel, and preparing loan documents.Key...