Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

A Financial Coordinator is responsible for assisting various financial activities within Levy At Kaseya Center. The role involves handling transactions, monitoring accounts payable, assisting in daily reports, and ensuring compliance with relevant regulations this role reports to the Financial Controller. Financial Transactions Process and record financial transactions, i

The COB Office of Finance & Administration is currently seeking a Student Finance & Administration Student Office Associate to join their team of professionals. The selected candidate will provide high level support for the COB Office of Finance & Administration. The duties include Schedule and/or approve study room requests. Grant swipe access to employees and students a

The School of Music (SOM) department is seeking a highly motivated student to join their team of professionals. The student will assist with budgetary matters working with the financial analyst. Duties include Assist with financial reporting, expense reimbursements, internal transfers, grants, etc. Organize accounting records for easy retrieval. Job Category Federal Work