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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 fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction... more ->
Financial Representative Trainee - Springfield, MO Location: Missouri Work Type: Full Time Regular Job No: 502872 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage:... more ->
Overview: This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support. Responsibilities: Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as... more ->
Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in... more ->
Overview: This position has direct ownership of Institutional infrastructure and processes, and is responsible for ensuring efficient and compliant procedures and processes that drive appropriate governance and profitable growth. Additionally, this leader manages a group of associates supporting Institutional Trust activities, including centralized tasks and centralized client relationships. This associate will also own the primary responsibility for establishing and leading a National Sales Desk focused primarily on the acquisition and retention of clients through internal and external bank... more ->
Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group. Ensures timely financial regulatory filings with all regulatory agencies. Manages external audit relationships with the Bank's public accounting agency, FINRA and the SEC. Directs accounting, budgeting, and incentive compensation to ensure the... more ->
Overview: This position sells and services mortgage loans for the Bank. Builds a high quality pipeline of residential mortgage loan applications through a variety of sales techniques, responsive client service, and strong relationships with referral sources. Prequalifies loan applicants by evaluating their financial position and recommending appropriate products. Streamlines mortgage loan processing by submitting loan packages that are accurate, complete, and meet all investor and company requirements. Works closely with processing partners to manage the progression of loans through the loan... more ->
Overview: As a Premier Client Banker II, you will be responsible for identifying new sales opportunities through telephone outreach. You will engage in heavy outbound phone calling and some email outreach, primarily to mass affluent clients across the Bank's footprint; and will also do outreach to Bank associates regarding their banking needs. In this role, you will provide consultation to develop financial plans and align product solutions to help clients achieve their financial goals. Qualities of a successful candidate: Self Directed Work Effort : Self-starter that is disciplined enough to... more ->
About Us: Avidex is a leading player in the audiovisual and IT integration industry, delivering innovative solutions to a diverse range of clients. We pride ourselves on innovation, technical expertise, and a commitment to excellence. As we continue to expand, we are seeking a highly skilled and experienced Revenue and Cost Accounting Manager to join our team in the Cary, North Carolina area. What We Offer: Competitive compensation plan. Health, dental, and vision benefits. 401(k) retirement plan. up to 3 weeks of PTO (accrued), 9 Paid Holidays and 1 Floating Holiday. 8 hours to volunteer on... more ->
Business Title: Senior Manager, M&A Tax Requisition Number: 112259 - 53 Function: Tax Services Area of Interest: State: NC City: Raleigh Description: At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to... more ->
Why Wells Fargo Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous... more ->
Overview Overview: We are seeking a detail-oriented and experienced Accounts Receivable Specialist to join our finance team. The Accounts Receivable Specialist will be responsible for managing the company's accounts receivable processes, ensuring accurate and timely invoicing, collections, and reconciliation of accounts. The ideal candidate will have strong analytical skills, excellent communication abilities, and a proven track record of effectively managing accounts receivable functions. This is a remote role but does require EST working hours. Qualifications 4+ years of experience in... more ->
We are looking for an engaging and motivating Accounting Manger to join our Westin Raleigh Durham Airport. We offer an array of benefits to include the following. Paid Vacation Paid Personal Leave 7 paid Holidays Aggressive Quarterly Incentive Plan Access to a fully vested 401K program BCBS Health Insurance Dental and Vision Coverage Company Paid Life Insurance Employee Discounts CMC Hotels is a Raleigh, North Carolina based company specializing in the development, acquisition, repositioning and management of upscale limited service, extended stay and full service hotels. Our properties lead... more ->
The College of Sciences (COS) brings together the mathematical, physical, and biological sciences in a research-intensive environment that simultaneously values excellence in teaching and strong community engagement. The COS Research Office is the nucleus of research administration and support, providing a full suite of pre- and post-award services to enhance the research, teaching, administrative, and outreach functions of the College. Key office responsibilities include proposal development and submission, portfolio management, effort reporting, and responding to departmental and faculty... more ->
Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. Job Posting Title Dir Finance & Analysis - Remote Job Description The Director of Finance and Analysis supports product and service reporting, client profitability reporting and enterprise KPI and metrics; also, acting as a liaison between senior leadership and Finance. This position acts as a key financial advisor to senior leaders and is also responsible for ensuring the Financial Planning & Analysis team is providing... more ->
It's fun to work in a company where people truly BELIEVE in what they're doing! Job Description Summary: The Revenue Operations Manager (Professional Services) is responsible for managing the global revenue stream for Rocket Software's Professional Services organization. As advisor to the Customer Solutions Engineering (CSE) leadership team, the Revenue Operations Manager will demonstrate control and mastery of the services revenue flow - from opportunity to revenue recognition and closure. Collaborating across all CSE functions, the Revenue Operations Manager is responsible for in depth... more ->
Active Property & Casualty or Personal Lines license required This position doesn't provide training to obtain a license. Please make sure you have an active Property & Casualty or Personal Lines license before applying. If you enjoy helping others and flourish in a fast-paced environment, you might be a fit for Progressive's insurance agent position. In this work-from-home role, you'll focus on building relationships with customers through high-volume inbound calls - no cold calling, no commission! You'll assist customers with their unique needs, educate them about coverage options, and... more ->