mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring … appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial … relationships. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive more »
people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of … accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. Responsibilities: Sales - Achieve individual and/or team financial, production and … functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement more »
Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well … The essential functions of the job include the following: Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Qualifications: Bachelor's … of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months more »
Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the … resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following: Proactively engaging customers in conversation about their financial needs Opening deposit accounts, small loans and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to … other branch team members or bank partners who are able to provide solutions for their financial needs Processing transactions and other account servicing requests Qualifications: High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role more »
Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well … include, but are not necessarily limited to, the following: Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Provide financial advice … of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role License or Certification Type: Series 6 or 7, 63 and state specific life more »
Swansea, West Glamorgan, United Kingdom Hybrid / WFH Options
CPS Group (UK) Limited
Programme Project Coordinator Location: Hybrid Working - Swansea Salary: Up to £32,000 + benefits CPS Group is proud to partner with a leading IT organisation, seeking a Programme Project Coordinator to enhance their rapidly expanding team! Role Overview: As a more »
of workforce issues and the terms and conditions which govern the NHS workforce Ability to think strategically. Ability to analyse and understand complex business, financial and workforce data. Ability to interpret and apply HR knowledge to HR strategies. Problem solving ability, seeking out and exploiting opportunities and innovations Disclosure and more »
client maximize the ERP system to provide timely and accurate information. Skills & Abilities: Dynamics 365 F &O System Administration: · Manage and administer Dynamics 365 Finance and Operations to ensure optimal performance and reliability. · Implement and oversee security measures to safeguard system data and user access. Customization and Configuration: · Customize Dynamics … Finance and Operations to meet specific business requirements. · Configure modules and workflows to enhance system functionality. Integration and Collaboration: · Collaborate with other IT personnel and departments to integrate Dynamics 365 Finance and Operations with existing systems and applications. · Ensure effective communication and collaboration between IT and end-users. Troubleshooting and … Support: · Provide technical support and troubleshooting for Dynamics 365 Finance and Operations issues. · Work closely with end-users to identify and resolve system-related issues in a timely manner. · Work with ERP Business Analyst for improved ERP performance Program Management · Experience of supporting end-to-end complex software development, and more »
shift performance against relevant business objectives, and put in place actions to improve our operational excellence - Work closely with other support teams, including HR, Finance, Health and Safety, and Security - Design and deliver initiatives across the sites to improve operational perfomance A day in the life You’ll lead shifts … at one of our operational sites. You’ll also be the key link between a number of teams, including finance, safety and operations integration teams. That means you’ll be close to the day-to-day operations at your site but also contribute to new ways to innovate at your more »
Swansea, Wales, United Kingdom Hybrid / WFH Options
CPS Group (UK) Limited
Senior Project Coordinator Location: Hybrid Working - Swansea Salary: Up to £40,000 + benefits CPS Group is proud to partner with a global leader in computer and network security, seeking a Senior Project Coordinator to enhance their rapidly expanding team more »
company Must comply with and enforce business and site-specific food safety/quality, health & safety and environmental policies and procedures. Produce and deliver financial budget commitments Responsible for the management of activities which ensure the food safety, authenticity, legality and quality of our products. Technical governance and reporting to more »
Swansea, Baglan, West Glamorgan, United Kingdom Hybrid / WFH Options
IntaPeople
focused orangisation are now requiring an experienced Linux System Admin. You'll report into the Head of Infrastructure, work with some of the largest financial institutes globally, be welcomed into a collaborative, driven culture with flexible remote-first working. Main day to day responsibilities will include building, maintaining and supporting … winning company that heavily invests in revolutionary new technology and are market leaders in the Customer Experience... They are backed by global enterprises from Finance to Telecoms and Utilities Industries, and dedicate ongoing support to their employee's career development. This role is open to fully remote candidates within the more »
of the NHS Executive and ensuring national programmes consider innovative and value based care approaches to transformation and recovery. To work closely with the Finance Academy and NHS Wales to develop new financial and clinical mechanisms to support the delivery of value-based healthcare including the adoption of new technologies. more »
Swansea, Neath Port Talbot, Wales, United Kingdom Hybrid / WFH Options
Neil Lewis Recruitment Ltd
Job Role: To provide support with the development and maintenance of various project plans and project documentation including resources, information systems, stakeholder management and financial tracking against project KPIs. Main duties and responsibilities: Programme/Product Development Support To provide support in scoping various projects and agree action plan with more »
