7 account solutions representative jobs found

ABOUT THE FOUNDATION  The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.   MAIN FOCUS: The Vice President of Finance provides strategic financial leadership to drive organizational performance and long-term growth. As a trusted advisor and thought partner to senior leadership, this role ensures disciplined financial oversight, aligns resources with the Foundation’s goals, and strengthens the organization’s capacity to advance its mission. LOCATION:  Hybrid Position – the candidate will work at least eight (8) days per month in our Palo Alto, CA office; the successful...

About Community Bank & Trust West Georgia Community Bank & Trust West Georgia is a trusted financial institution dedicated to serving individuals, families and businesses across West Georgia and nationwide. Headquartered in LaGrange, GA, we are committed to empowering rural and underserved communities with accessible, personalized banking solutions while maintaining a nationwide reach to meet the diverse needs of our customers. Our mission is to deliver exceptional financial products and services, including personal and business banking, loans, and treasury management, tailored to the unique challenges and opportunities faced by our customers. Whether it’s supporting local businesses, fostering financial literacy, or driving community growth, we prioritize building strong, long-term relationships based on trust and collaboration. At Community Bank & Trust, we blend modern technology with a personal touch to ensure seamless, secure and inclusive banking...

Branch Member Service Associate (Part-Time) - Rockville, MD As a Part-time Branch Member Service Associate you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. You must possess proven customer service skills; strong verbal communication; and above all, a desire to help others. The Part-time Branch Member Service Associate position is a tiered position with formal training modules YOU control your career advancement as you learn and execute new skills. In addition to a solid compensation package, there is also a generous part-time benefits opportunity. This role will require travel to other locations on an as needed basis. You must have reliable transportation. Responsibilities Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services. Identifies member needs to provide solutions on products that meet the member's...

Branch Member Service Associate (Full-Time) - Washington, DC As a Branch Member Service Associate in our Washington, DC location you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. You must possess proven customer service skills; strong verbal communication; and above all, a desire to help others. The Branch Member Service Associate position is a tiered position with a solid compensation package and formal training modules YOU control your career advancement as you learn and execute new skills. Preference will be given to candidates with at least one year of banking experience. This position requires travel to other local branches on a regular basis. You must have reliable transportation. Job Duties and Responsibilities Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services. Identifies member needs to provide...

Civista Bank Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place – Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: Play an important role in an exciting and rapidly growing new division with the world’s largest tax preparation company. As a representative of H&R Block U.S. Expat Tax Services, you are responsible for providing U.S. tax services to U.S. citizens and residents living outside the United States. You are responsible for managing a client list generating between $110,000 and $150,000 in annual revenue.      Day to day, you’ll...   Analyze tax information provided by...

Department: RESIDENT SERVICES Reports To: FSS Program Manager FLSA Status: Exempt JOB SUMMARY Responsible for the development and implementation of the Family Self-Sufficiency (FSS) Program by working with residents; Resident Services staff; management; and community partners to identify the needs and coordinate resources that promote self-sufficiency, empowerment, and healthy communities in Kansas City, MO.  ESSENTIAL FUNCTIONS Essential Duties and Responsibilities The duties listed below illustrate of the various types of work that may be performed. The omission of specific statements regarding duties does not exclude them from the position if the work is similar, related, or a logical assignment in association with this position. Undertakes and performs the following and all other work-related duties as assigned. . Conducts needs assessment to determine if the family needs further assistance (e.g., parenting classes, housekeeping techniques,...