What You'll Do This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members' financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant product

Develop and maintain compliance policies that articulate our legal and contractual requirements and effectively address identified risks. Provide compliance subject matter support to cross functional stakeholders as they design and implement products, features, workflows, tools, etc. Establish a framework to handle the intake and response for external requests from our fi

To underwrite Cyber and Technology E&O accounts within the Cyber Risks division and provide counsel and advice on underwriting related issues. Assist the Southeast Regional Manager with managerial responsibilities within the Southeast region, including business planning, training, broker relations, and management of a team of underwriters. Provide technical expertise in t

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on the job training program, and tuition reimbursement available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Comm

Develop and oversee a framework for KYC and customer due diligence, including customer risk rating measures to ensure compliance with financial partner expectations and industry practices. Maintain and manage policies, procedures, and requirements, including annual independent assessment. Own the development and execution of risk assessments across products and customers.

What The Role Is Assists the Branch Manager in the daily activities of the branch office in addition to their normal responsibilities. How You Will Make An Impact Ensure a positive and professional environment within the workplace for teammates and customers. Assist the branch manager in all aspects of managing the branch including hiring, training, scheduling, and coachi

Aids the front office in completing client account inquiries for existing loans. This could include submitting required information to Operations teams regarding advances, interest rate changes, etc. Client account inquiries would also entail creating performing interest rate calculations, pulling statements, submitting payoff letters/quotes, loan closures, ticklers, and

Located in Duluth, GA Full Time Hybrid position The Credit & Collections Analyst plays a pivotal role in analyzing customer financial conditions, determining credit lines, and addressing accounts receivable issues. This role involves collaborating with internal teams, making informed credit decisions, and continuously improving departmental policies and procedures. ESSENT

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Provides prompt, professional customer service to customers and prospective customers Operates the teller drawer and performs advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions Works

WHAT IS BOX? Box is the market leader for Cloud Content Management. Our mission is to power how the world works together. Box is partnering with enterprise organizations to accelerate their digital transformation by creating a single platform for secure content management, collaboration and workflow. We have an amazing opportunity to further establish ourselves as leaders

The Communication Center Specialist will be responsible for answering and routing all incoming queue calls. We are looking for talented individuals to assist us in providing a 5 star customer experience for our patients on behalf of our affiliated pediatric dental and orthodontic practices. The Specialist's primary responsibility will be scheduling patients for dental and

Cultivate outside referrals from realtors, builders, and financial planners. Cultivate referrals for deposit relationships. Assist clients in achieving their financial goals and managing their mortgages more effectively. Analyze data and assist clients in assessing possible courses of action and ultimately making recommendations that best suit the client's needs. Assist l

Reporting to the Senior Director, Taxation, the US Tax Manager, will be responsible for the sales tax and corporate tax reporting and compliance of Descartes' US operations. The role requires a tax professional looking to advance their career in industry with the aptitude to learn and challenge themselves in a fast paced environment. Responsibilities Facilitate and manage

Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest. Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. Build a book of business achieving growth targe

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o