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Operations Associate-Addepar Performance
Stifel - Saint Louis, MO
The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaborati...
Operations Associate-Advisory Reconciliation
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives under direct supervision while...
Sales & Operations Advisor
DriveTime - Macon, GA
What's Under the Hood DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and improve the lives of our customers and our employees by placing a focus on putting the right customer, in the right vehicle, on the right terms and on their path to...
Customer Sales Guide
DriveTime - Ocala, FL
What's Under the Hood DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and improve the lives of our customers and our employees by placing a focus on putting the right customer, in the right vehicle, on the right terms and on their path to...
Sr Loss Mitigation Ofcr
Valley Bank - Tampa, FL
Responsibilities include but are not limited to: Manage a portfolio of criticized and classified commercial or commercial real estate loans while maintaining ongoing communication and dialogue with clients. Develop action plans and complex strategies to resolve problem loans through modification or transfer to SAD, assuring that credits are accurately risk rated and properly m...
Senior Account Representative
Valley Bank - Township of Washington, NJ
Responsibilities include but are not limited to: Conduct credit investigations and review pertinent documentation. Make and maintain direct contact with vendors, manufacturers and lessees. Perform daily computer entry of lease documentation. Responsible for billing, processing and lease setup. Type correspondence related to all transactions.
PERSONAL BANKER
Valley Bank - New York, NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
PERSONAL BANKER
Valley Bank - Hackensack, NJ
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
PERSONAL BANKER
Valley Bank - NY
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. ...
Equipment Leasing Sr Tax Accountant - Twp of Washington, NJ
Valley Bank - Township of Washington, NJ
Responsibilities include but are not limited to: Sales & Use Tax: Sales & Use tax preparation and filings for all 50 states, and various county & city jurisdictions (M, Q, A). Responsible for researching tax rates and taxability of various types of lease transactions. Evaluation of customer presented Exemption Certificates. Provide Proof of Sale...
Client Service Specialist
Valley Bank - Coral Gables, FL
Responsibilities include but are not limited to: Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury services as well escalating research requests. Identify customer needs and take proactive steps to maintain positive expe...
Retirement Plan Design Specialist - PA2026PlanDesign_Q2_R001
SS&C Technologies - Dublin, OH
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Director, Insurance Implementation and Onboarding
SS&C Technologies - Boston, MA
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description
Retirement Plan Design Specialist - PA2026PlanDesign_Q2_R001
SS&C Technologies - Braintree, MA
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Retirement Plan Design Specialist - PA2026PlanDesign_Q2_R001
SS&C Technologies - Kansas City, MO
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...