Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Fixed Income Capital Markets Summer Analyst Program Our 9 week program provides undergraduates with a hands on introduction to fixed income sales, trading, and research. As a contributing team member, you will get real world experience and be fully immersed in the day to day business activities of one of the world's largest financial institutions. You will work alongside

Independently manage a litigation caseload, working cases from beginning to end Work closely with other attorneys and partners on legal projects Regularly handle court appearances and depositions Communicate with clients and provide status reports Why Should You Apply? Excellent Benefits including a 401k match Professional development programs including in house CLE and N

What The Role Is As a Personal Banker III, you will help clients achieve financial well being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan originatio

Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight and to improve your life. That goes for our members and our employees. It

OF POSITION A Mortgage Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for originating substantial mortgage loan volume and loan revenue in accordance with Pinnacle's values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor complian

OF POSITION A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary financial advisor for a portfolio of clients which would inc

Are you tired of being unsure how much your delivery/driver job will pay? Will the customer tip? We have a great side hustle job for you! Our jobs are preplanned with a flexible schedule, and the faster you get at the job the quicker you are in and out! Flexible when you go in and collect the work! We provide detailed training to ensure you will achieve maximum efficiency

Proactively review laws and regulations to ensure that all of the Credit Union's departments are in compliance and independently follow up on corrective actions to avoid future compliance problems. Adhere to annual compliance testing schedule of all departments, regulations and processes. Suggest policy changes to management that will facilitate the Credit Union's complia

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

Manage branch staff including coaching, performance, and development. Coach, train, and hold staff accountable for using Avadian's Sales Flow Model. Ensure staff maintains a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Provide consistent communication

The Night Service Representative responds to certain types of on call business needs during overnight hours when the hotel lobby is closed and ensures services provided are consistent, courteous, and meet high standards of quality to maintain guest satisfaction. ESSENTIAL JOB FUNCTIONS The following job duties will vary and may or may not be required to be performed durin

What The Role Is Perform daily functions for processing proof items from all Cadence Bank processing centers. This position is on site. How You will Make an Impact Receives proof work from couriers, preps each item and tapes, places batch header with each batch to be processed by the sorter operators Keys all appropriate information on documents in the imaging platform Ba

This Associate Financial Advisor position will support Wealth Management Investment teams in client acquisitions, retention, service, and sales. They will help coach bank branch personnel in identifying good referral prospects, train licensed bank employees to offer annuities; and provide whatever support is needed for the team's existing client base. Principal Duties and

What The Role Is Position is responsible for ensuring the evaluation of due diligence information throughout the customer relationship in order to effectively evaluate customers risks. This position is directly responsible for transactional analysis of the entire client relationship as applicable for due diligence reviews to evaluate the customer's risk. This includes gat