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...

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...

FHA Mortgage Origination Representative Employment Type: Full Time , Entry Level Department: Customer Service CGS is seeking an FHA Mortgage Origination Representative to join our team supporting a wide-ranging customer support initiative for a large Federal agency. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success: - Provide excellent customer service, answering a variety of calls and emails from the mortgage lending industry and the public on FHA guidelines and procedures. - Use your knowledge of the mortgage...

FHA Mortgage Origination Representative FHA Mortgage Origination Representative Employment Type: Full Time , Entry Level Department: Customer Service CGS is seeking an FHA Mortgage Origination Representative to join our team supporting a wide-ranging customer support initiative for a large Federal agency. CGS brings motivated, highly skilled, and creative people together to solve the governments most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success: - Provide excellent customer service, answering a variety of calls and emails from the mortgage lending industry and the public on FHA guidelines and procedures. - Use...

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...