• Convergint (Pleasanton, CA)
    Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Banking Service Technician to join our amazing culture. In this role, ... Customer Support Programs and small projects business. As a Banking Service Technician, you are a part...to isolate and fix problems in malfunctioning equipment or software systems. Acts as "our customer's best service more
    Upward (07/01/25)
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  • Homestreet, Inc. (Issaquah, WA)
    …Effectively interviews and profiles customers in order to recommend appropriate banking products and services . Effectively partners with other business ... goals and performance evaluation/personal goals. Maintains thorough knowledge of bank products and services . Service Activities Sets an example for the CSR staff… more
    Upward (06/30/25)
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  • Scotiabank (New York, NY)
    …communities achieve success through a broad range of advice, products and services , including personal and commercial banking , wealth management and private ... an inclusive and high-performing culture. Director, Global Sales Execution, Global Transaction Banking - New York, NY Purpose The Director, Global Sales Execution is… more
    Upward (07/03/25)
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  • Bank OZK (Atlanta, GA)
    …work tasks and objectives. Ability to travel overnight, as needed. Skill in banking systems and software . Skill in using computer and Microsoft Office, ... growth by proactively identifying opportunities and cross-selling Bank products and services . Identifies, pursues, and closes sales opportunities for a broad range… more
    Upward (07/24/25)
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  • Raymond James Financial, Inc. (New York, NY)
    …working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop ... formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal… more
    Upward (07/05/25)
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  • Computer Service Professionals, Inc. (Jefferson City, MO)
    …are responsible for the installation and support of software products and services for the banking industry nationwide. Function as a primary customer ... Be the face of our company and provide a professional and exceptional experience to our customers. Function in...the help desk, working directly with remote customers on software support issues. Investigate, gather information, and resolve issues… more
    Upward (07/08/25)
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  • Citigroup, Inc. (Tampa, FL)
    …governments, and institutions with a broad range of financial products and services , including consumer banking and credit, corporate and investment ... banking , securities brokerage, transaction services , and wealth management. Citi enables clients to achieve...execution across the Capital spectrum. Mentor and support the professional growth of team members, continuously improving software more
    Upward (07/14/25)
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  • WesBanco Bank, Inc. (Parkville, MD)
    …365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a ... Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to… more
    Upward (07/01/25)
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  • City National Bank of WV (Ashland, KY)
    …abilities and attention to detail. - Proficient computer skills and familiarity with banking software and systems. - Ability to work in a fast-paced ... helpful manner. - Identify and assess customers' needs to recommend appropriate banking products and services . - Process transactions accurately and efficiently,… more
    Upward (07/11/25)
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  • PSFCU (Bolingbrook, IL)
    …passbook requests; performing Chex Systems checks; set up and provide access to On-Line Banking , Mobile Banking Service existing accounts; set up new ... and professional manner and provide prompt, efficient and accurate service ; Develop and maintain an understanding of the Credit Union philosophy, organization,… more
    Upward (07/26/25)
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  • HomeTrust Bank (Columbus, NC)
    …of customer services including wire transfers, explain bank product and service features and benefits, gather customer information to set up new accounts (basic ... wire transfers. Sales/ Service skills - knowledge of bank products and services , sufficient to identify and fill customer and prospect needs, conduct sales/… more
    Upward (07/19/25)
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  • Global Financial Impact (West Palm Beach, FL)
    …Leadership/Managerial - Public Speaking - Customer Service - Sales - Banking - Accounting/ Software - Entrepreneur Opportunity Description - Develop Financial ... About the job Financial Sales Professional (Remote) Job brief **PLEASE READ JOB DESCRIPTION...your residing state and put yourself in position to service others and create some great income along the… more
    Upward (07/26/25)
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  • Truist (Clermont, FL)
    …are designated to support client service and development efforts (eg banking , mortgage, planning, investments, and insurance services ). Ensure an integrated ... an integrated delivery of a broad range of retail solutions including banking , mortgage, planning, investments, and insurance services . Leverage the Truist… more
    Upward (07/11/25)
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  • Kemper Corporation (Chicago, IL)
    …believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly ... motivating and productive. Kemper's products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you… more
    Upward (07/05/25)
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  • EY (New York, NY)
    …leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial ... our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance,...and projects. A proven record of excellence in a professional services or tax organization. Technical writing… more
    Upward (07/13/25)
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  • PNC Financial Services Group, Inc. (Phoenix, AZ)
    …Solutions Expert (MCSE), or similar credentials. *Previous experience in regulated banking or financial services industry strongly preferred. Incident & ... infrastructures. Preferred Qualifications: *Relevant certifications such as VMware Certified Professional (VCP), Red Hat Certified Engineer (RHCE), Microsoft Certified… more
    Upward (06/28/25)
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  • Wolters Kluwer NV (Wilmington, DE)
    …a global organization, come join our team! Responsibilities: *Deliver prompt and professional service to our customers through verbal and written communications ... day-to-day relationships with our Small Business customers to provide legal and compliance services . If you are looking to gain professional experience, learn a… more
    Upward (07/05/25)
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  • Ronald Blue Trust (Bothell, WA)
    …(3) years prior experience in a support role in administrative support, customer service , or accounting in a financial, investment, banking or accounting company ... performing a variety of complex duties in the areas of client service , financial planning, investment management, office administration and/or accounting to support… more
    Upward (07/26/25)
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  • Alvarez & Marsal (Atlanta, GA)
    …& Planning Performance Measurement & Management Business Transformation Auxiliary Services : Accounting Remediation PROFESSIONAL EXPECTATIONS: Data Collection, ... Description OVERVIEW: A&M CFO Services work with private equity held portfolio companies...from error Set up tools and to utilize client software / apps to access client data Teamwork Collaboratively… more
    Upward (07/01/25)
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  • QCR Holdings, Inc (Cedar Rapids, IA)
    …interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level ... JOB SUMMARY: The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including… more
    Upward (07/26/25)
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