sales associates. Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling appointments, client assistance, and other activities. Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities: Sales Support - Supports sales efforts … client engagement mailings such as birthday, holiday, and anniversary cards. Qualifications: High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry more »
make a difference in the communities where we live and work. As a Premier Relationship Banker, you will be responsible for developing and managing financial relationships with mass affluent individuals within a defined market. You will develop and maintain an active prospect list, customer outreach plan and quality referral sources … for individuals seeking financial guidance and advice on their increasingly complex financial needs. Establishes and manages their customer's primary banking relationship, fulfilling deposit and credit needs; and partnering with investment, insurance and other banking specialists as needed to provide goal based planning advice and services. Responsibilities: Sales - Achieve individual … and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both 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 … 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 »
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 Qualifications: High School Diploma or GED and 6 months customer service experience Preferred Area of Experience: Sales Skill(s): Financial literacy, Knowledge of retail more »
Seaswan House, Phoenix Way, Swansea Enterprise Park, Swansea, England
Vital Energi
process in order to ensure projects are delivered on time and to budget Working alongside the commercial team to understand contractual agreements, review the financial performance of a project and support the procurement process Understanding H&S requirements and how to comply with safe working practices Managing day to day more »
Swansea, Baglan, West Glamorgan, United Kingdom Hybrid / WFH Options
IntaPeople
very established technology-focused client who are based in Wales, London and Europe. They have operations globally and work with some of the largest financial institutes across the world. Due to a heavy growth strategy and strong client pipeline, they now require an experienced Linux System Admin to report to … development. The Client 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. This role is open to FULLY REMOTE candidates within the UK . Candidates must be living/working or have more »
events, to include the development and maintenance of project plans and project documentation, resources, and information systems, stakeholder management, co-ordinating regular update reports, financial tracking, and tracking progress against project KPIs. Another element of the role is to provide support into the development of products, including relevant research, scoping more »
