Answer inbound calls, emails, and web inquiries using the first contact resolution process whilemaintaining department quality and production metrics. Document all customer interactions and conversations in the appropriate Pulse CRM fields andupdate pertinent information into Oracle order notes. Maintain an in depth knowledge of our products, both existing and new Provide

What You Can Expect As our Acquisitions Investment Financial Advisory Associate, you will develop business cases and provide supporting project financial analyses to guide the investment for greenfield investment, Mergers & Acquisitions (M&A) projects. You will work a hybrid schedule from our Houston, TX or Chicago, IL office. Every day you will be responsible for leading

The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. Duties & Responsibilities Identify customers' and non customers' fin

Partner with Morningstar Retirement and Morningstar Funds Trust to provide ongoing compliance support and guidance Review marketing materials and RFPs Assist in due diligence and other recurring investment company tasks including those regarding sub advisers and service providers Create compliance related training materials Undertake SEC filings, including Forms 13F, 13H,

Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model Regularly publish detailed company reports and in depth notes aimed a

The Universal Banker position, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Tell

Sales Build and retain meaningful relationships with new and existing customers by identifying needs and educating them about the features and benefits of First American Bank personal banking products. Plan, prepare, and deliver a tailored sales presentation ensuring our products and services are effectively presented to the customer. Identify and engage in sales conversa

Under general supervision, performs a broad variety of legal duties in support of the Authority's General Counsel. Works on the defense of workers' compensation lawsuits filed against the Authority, from minor to significant injuries or death and performs all litigation for assigned caseload. Qualifications PRIMARY RESPONSIBILITIES Plans, directs, and participates in liti

As the front line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing b

. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate . Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/a

Job Overview Responsible for daily tracking of consumer and mortgage insurance, input of loans, loan verification and loan check ins, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs). Work within a team to ensure loans progress through the pipeline efficiently and effectively. Principal Accountabilitie

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know Are you FIS? What You Will Be Doing Support assigned Trust A

Relationship Banker Job Locations US IL Mokena Category/Function Retail Banking Center Position Type Regular Full Time Requisition ID 2024 14563 Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping

Personal Administrative Tasks (Manager Meeting, Team meeting Company events etc.) (5%). The position is research focused and has client facing responsibilities. Promptly and diligently answer client inquiries regarding covered companies. (Client and Media Interactions) (10%). Acquire a deep understanding of and outlook for covered companies and industries by gathering and

Requires understanding of how money is moved and reconciled electronically in the system.