Job Summary: 

• Provided support to the Financial Advisor with client inquiries
• Scheduling and Preparation of QCs and ARUs
• Process checks received and research cost basis
• Executed mutual fund and annuity fund exchanges via phone or computer
• Rebalanced investment models in client accounts
• Prepare account forms in LaserApp or other proprietary software
• Perform functions in NetExchange 360, such as trades and check requests
• Update and maintain FIP investment models in NetX 360
• Input data into the ACT database and use the database for updates
• Create financial plans in e-Money
• Update financial plans in e-Money
• Perform and track random acts of kindness for clients and FIP Team Members

Skills on Resume: 

• Client Inquiries (Soft Skills)
• Scheduling Prep (Hard Skills)
• Fund Exchanges (Hard Skills)
• Rebalancing Accounts (Hard Skills)
• Account Forms (Hard Skills)
• Database Management (Hard Skills)
• Financial Plans (Hard Skills)
• Client Relations (Soft Skills)

Job Summary: 

• Communicate with students/parents in aiding them in the process of packaging and awarding aid for students, for Parent Plus Loan FAFSA/ISIR, E-MPN collected
• Entrance Loan Counseling completed and documented
• Cost of Attendance Worksheet and Loan Disclosure Completed to determine eligibility/acceptance of aid package
• Accurate Placement Order for Student Files
• Collect the Award Letter before the class start date
• Verify Satisfactory Academic Progress through the Student Report Card
• Disburse aid using the Direct Loan/Pell Disbursement Sheet
• Cross-checked disbursements entered into student ledgers for accuracy
• Compile daily tuition deposits and give them to the appropriate person
• Oversee Tuition Options Payments are current
• Conduct an Exit Interview and collect documentation
• Counseling for graduates and students who withdraw
• Complete the  Academy Refund Worksheet for withdrawals
• Complete Government Reports and prepare reports
• Compile data for Program Review
• Review the Cohort Default Report and present
• Update Academy policies affecting financial aid and attend financial aid training

Skills on Resume: 

• Student Communication (Soft Skills)
• Loan Counseling (Hard Skills)
• Aid Package (Hard Skills)
• File Management (Hard Skills)
• Disbursement Accuracy (Hard Skills)
• Tuition Payments (Hard Skills)
• Graduation Counseling (Soft Skills)
• Government Reports (Hard Skills)

Job Summary: 

• Take incoming phone inquiries and assist shareholders in a timely, efficient, and professional manner
• Received range from simple to complex and 
• Assist shareowners and other callers with account-related instructions and information to complete various transactions
• Assist shareholders and other callers by acknowledging and answering inquiries, addressing issues, and providing resolution within established standards
• Respond to online inquiries and information requests to complete account transactions
• Initiated transactions such as sales and lost securities replacement
• Performs research during and after calls to resolve problems and inquiries
• Act as a back-up for inquiries from higher revenue and contractual clients
• Documents call notes and ensures key data is accurately captured
• Follow up on calls when the inquiry is not immediately resolved during the call
• Consistently adheres to call quality standards, productivity standards, and adherence standards
• Integrates feedback and lessons learned to continually improve customer service

Skills on Resume: 

• Phone Inquiries (Soft Skills)
• Account Transactions (Hard Skills)
• Issue Resolution (Soft Skills)
• Online Inquiries (Hard Skills)
• Transaction Initiation (Hard Skills)
• Research Skills (Hard Skills)
• Client Support (Soft Skills)
• Call Documentation (Hard Skills)

Job Summary: 

• Develop and maintain a base of clients who value input and guidance
• Work with clients to create a customized plan by understanding their unique goals, concerns, and current financial information
• Continuously provide clients with current information related to their financial products and services
• Ensure that clients’ financial plans are current and aligned with their goals
• Expand a business practice by the use of effective prospecting and warm introductions or referral-based strategies
• Identify and cultivate new client relationships within a targeted market niche
• Learn best-selling skills practices and/or willingness to improve/develop existing sales skills
• Providing world-class service to clients starts with investing in success
• Talented individuals from various backgrounds who possess the skills and tenacity needed to succeed as FR
• Everence and approved brokered insurance products and services
• Provide after-sales service and annual reviews for sales and contact center life and health insurance clients

Skills on Resume: 

• Client Relationships (Soft Skills)
• Customized Plans (Hard Skills)
• Financial Updates (Hard Skills)
• Business Expansion (Hard Skills)
• Prospecting Skills (Hard Skills)
• Sales Improvement (Soft Skills)
• Client Service (Soft Skills)
• After-Sale Service (Hard Skills)

Job Summary: 

• Have access to online, in-person, and off-site training and development programs
• Have the opportunity to work jointly with fellow Representatives, to take part in the mentoring program, and to collaborate in peer-driven study groups
• Provide communities with world-class service and customized strategies to achieve financial balance
• Expanding the team and looking for a motivated individual to join as a Financial Representative (FR)
• Committed to being professional, giving back to communities, and having fun
• Work with the individuals, families, and small businesses in the community 
• Help the clients access the financial tools needed to not only gain security, clarity, and confidence in their financial world but also to protect their future and achieve their aspirations
• Building practice and helping clients protect their financial future
• Prospects for long-term care and life insurance policies
• Acquire and maintain a working knowledge of all 

Skills on Resume: 

• Training Programs (Hard Skills)
• Team Collaboration (Soft Skills)
• Financial Strategies (Hard Skills)
• Community Service (Soft Skills)
• Team Expansion (Hard Skills)
• Client Protection (Hard Skills)
• Earning Potential (Soft Skills)
• Insurance Knowledge (Hard Skills)

Job Summary: 

• Assists the Office of Financial Aid by following up with prospective students and students who are attempting to utilize Federal Student Aid electronically and by phone
• Efforts to effectively obtain the necessary documentation to finalize the financial aid process
• Provides clear and concise communication to prospective students by phone, e-mail, chat, and text, about pertinent financial aid information
• Return any missed call, e-mail, or text from prospective students by the appropriate communication outlet within 24 hours to provide answers to any potential questions
• Secures all applicable documents from potential students and current students
• Assisting over the phone or in the prospect portal by relaying necessary information about the financial aid process before submitting all relevant documentation to the Office of Financial Aid for processing
• Manages and maintains working lists of prospective students and students by setting and keeping follow-up appointments
• Ensure that relevant information is relayed promptly while contributing to individual and department conversion rates
• Assist with additional tasks that relate to the conversion and retention of students within the Online Operation Division of the University
• Promotes, maintains, and enhances workplace culture within the Office of Financial Aid and the University

Skills on Resume: 

• Student Interaction (Soft Skills)
• Document Retrieval (Hard Skills)
• Follow-Up Scheduling (Hard Skills)
• Aid Processing (Hard Skills)
• Retention Strategies (Soft Skills)
• Client Assistance (Soft Skills)
• Office Culture (Soft Skills)
• Conversion Support (Hard Skills)

Job Summary: 

• Guide clients through orders and answer account inquiries on products, solutions, and strategies
• Updating account information, processing financial and non-financial requests, quality control, responding to service requests, follow-up and adjustments
• Provide financial planning advice - assist with estate planning, debt management, insurance, mortgage, tax planning and the nominee platform
• Meet all standards of financial planning and advice and ensure regulatory guidelines are adhered to during all interactions
• Participated in targeted callout campaigns
• Review each issue with consideration, collaborate with another business unit, and initiate appropriate action to be taken to resolve the issue in a timely and efficient manner
• Contribute to departmental initiatives - participate in the growth and development of the NSC strategy
• Prospected and sold products to customers based on needs and benefits
• Engaged and interacted with customers face-to-face
• Communicated with existing clients for repeat business and referrals

Skills on Resume:

• Client Guidance (Soft Skills)
• Account Management (Hard Skills)
• Financial Planning (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Campaign Participation (Hard Skills)
• Issue Resolution (Soft Skills)
• Departmental Contribution (Soft Skills)
• Sales Prospecting (Hard Skills)

Job Summary: 

• Develop and grow the current book of business
• Work with seasoned advisors to review and analyze current client portfolios to keep clients’ goals current and in pace with the market
• Use the Master Circle of Wealth platform to analyze financial information and prepare client reviews
• Assist in navigating applications and contracting
• Develop presentation materials and performance management to attract new clients
• Assist in financial risk management analysis
• Work with department management on special projects and other time-sensitive assignments
• Learning wealth legacy planning, estate planning, debt planning and retirement planning
• Ensure timely identification, assessments, measurement and monitoring of risks together with actionable mitigation plans
• Perform day-to-day focus, including consultative discussions with the business units in the resolution of potential risks and issues
• Learn various fields of financial planning
• Develop financial solutions and plans for individuals and families

Skills on Resume: 

• Business Growth (Hard Skills)
• Portfolio Analysis (Hard Skills)
• Financial Planning (Hard Skills)
• Risk Management (Hard Skills)
• Client Presentations (Hard Skills)
• Project Support (Soft Skills)
• Legacy Planning (Hard Skills)
• Solution Development (Hard Skills)

Job Summary: 

• Work with the community to assist people and businesses to gain clarity in their financial lives
• Give access to the financial tools clients need to protect their financial futures
• Relationship building (build markets through connections)
• Develop or maintain own client base
• Understand client financial goals
• Analyze client financial info to help build a plan just for them
• Contact for Flex Financial and its equipment financing programs
• Supporting a Regional Finance Manager
• Creative finance proposals, responding to numerous inquiries, and facilitating transactions at the origination stage
• Create financing pricing quotes, consult on the best programs and documentation in different scenarios
• Submit transactions for credit approval, prepare documentation requests, and facilitate contract changes through pricing associated with exchanges, returns, and other adjustments

Skills on Resume: 

• Community Support (Soft Skills)
• Financial Protection (Hard Skills)
• Relationship Building (Soft Skills)
• Client Base (Hard Skills)
• Goal Analysis (Hard Skills)
• Creative Financing (Hard Skills)
• Transaction Facilitation (Hard Skills)
• Pricing Consultation (Hard Skills)

Job Summary: 

• Provide financial consultancy services to clients
• Help the clients find suitable loans from banks
• Market prospects for suitable financial products
• Meet clients and share information about financial planning
• Advise the best suitable financial products for the clients
• Provide after-sales service to the clients
• Interview members and potential members to better understand what products and services will aid with their specific financial needs
• Open new accounts, process loans, and cross-sell Credit Union products and services
• Provide an outstanding service experience consistent with the established Credit Union service standards
• Prepare all necessary documentation for new accounts, loans, and credit issuance, ensuring adherence to legal requirements and Credit Union policies and procedures
• Provide consistent follow-up of loan approvals to ensure the timely closing of loans

Skills on Resume:

• Financial Guidance (Hard Skills)
• Loan Support (Hard Skills)
• Product Promotion (Hard Skills)
• Client Interaction (Soft Skills)
• Investment Advice (Hard Skills)
• Post-Sale Service (Soft Skills)
• Account Handling (Hard Skills)
• Document Processing (Hard Skills)

Job Summary: 

• Review, reconcile, and record daily transactions for corporate restaurants (settlements, receivables, gift cards, transfers, inventory, pay-outs)
• Communicate directly with corporate managers to resolve transaction issues and provide guidance on accounting procedures
• Prepare weekly & period-end adjusting entries
• G/L reconciliations, A/R, A/P, filing, and temporary reception relief
• Provide financial planning advice and ongoing client servicing to a segment of client accounts nationally
• Ensure that regulatory compliance requirements are adhered to in all their activities
• Responsible for achieving agreed-upon service levels
• Monitor the client experience and manage the escalation process
• Participate, oversee, or execute various departmental and divisional initiatives aimed at maintaining and elevating the NSC mission
• Built trust through client contacts by responding in a prompt, efficient manner while providing correct, thorough responses

Skills on Resume: 

• Transaction Reconciliation (Hard Skills)
• Issue Resolution (Soft Skills)
• Adjusting Entries (Hard Skills)
• Financial Reporting (Hard Skills)
• Client Servicing (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Service Monitoring (Soft Skills)
• Client Trust (Soft Skills)

Job Summary: 

• Provide professional advice and solutions based on customer needs and features
• Follow-up on customer questions and needs
• Contact existing and potential customers to showcase products and services
• Learn more about products and services related to financial products, real estate, auctions, franchises, and the stock market
• Communicate with customers and understand their requirements and needs
• Analyze client financials to determine their needs and risk tolerance
• Review available options and solve customer questions
• Recommend which areas or services fit the client's needs
• Determine if clients are vulnerable to any potential risks in their current portfolio or management of finances
• Help confirm the profitability of transactions for the business

Skills on Resume: 

• Customer Advice (Soft Skills)
• Follow-Up Support (Soft Skills)
• Product Presentation (Hard Skills)
• Financial Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Risk Assessment (Hard Skills)
• Solution Recommendation (Hard Skills)
• Transaction Profitability (Hard Skills)