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Winnipeg, MB, Canada
... Home Advisor -Commercial and Personal Banking Royal Bank of Canada-Winnipeg, MB February 2024 to August 2025 • Proactively ... client-initiated contact, assisting them with a full range of financial transactions • Actively listen and engage clients in ...
- Oct 15
Houston, TX
... ethic People-oriented Federal regulations Dependable Fluent in Spanish EXPERIENCE Sales and Service Advisor/ BBVA Bank- Galveston, TX Assist Customer in financial needs Process customer transactions Meet monthly targets such as sales goals: Opening ...
- Oct 14
Eau Claire, WI
... • Comprehensive understanding of credit analysis, financial statements, and credit scoring. Tax Advisor, Enrolled Agent H&R Block-Eau Claire, WI February 2020 to October 2023 • Conduct client interviews: Use in-person and virtual tools like video, ...
- Oct 14
Copperas Cove, TX, 76522
... Expert in computerized tracking and reporting systems, with strong leadership in financial reconciliation using Navy ... DOD Government Purchase Card Command Drug and Alcohol Program Advisor (DAPA) Course Primary Leadership Development Program ...
- Oct 14
Ocala, FL
... Demonstrated success effectively mobilizing human, financial, and operational resources to streamline existing operations. ... Service Manager --- Firestone Tire --- Woodbridge, NJ Service Advisor --- Watchung Ford --- Watchung, NJ Service Advisor --- ...
- Oct 14
New York City, NY
... 2years college Criminal Justice 2001-2003 Experience Comerica bank Teller May 1st, 2023-present • Cultivated relationships in the community as well as internal partnerships with my Business Banker, Financial Advisor, and Mortgage Specialist. ...
- Oct 13
Nairobi, Nairobi County, Kenya
... Financial Advisor Jan 2019 - Mar 2019 Kenya Orient Insurance Company Prospecting for clients for the provision of an insurance cover. Providing financial advice to clients on retirement plans, investments, and protection against risks. Following up ...
- Oct 13
Decatur, GA
... Conducted group training sessions on financial products and services. My Role as a Patient Revenue Cycle Manager Handled ... Services Advisor working with the population of Baltimore City and County. Licenses: NC. SC, OK and Florida is my Home state
- Oct 12
Gaborone, Botswana
... which are market and customer oriented EXPERIENCE FINANCIAL ADVISOR – METROPOLITAN LIFE & HOLLARD LIFE PRODUCTS JAN 2022-CURRENT • Meeting individually with clients to determine their financial objectives, Risk tolerance income expenses and assets. ...
- Oct 12
Glendale, AZ
... comprehension Experience UnionBank / MUFG HLAC Home lending Advisor / Sales July 2020 - Current · Proactively converting ... my group to encourage a collaborative team environment Ditech Financial LLC, Tempe AZ Asset Recovery Specialist April 2014 – ...
- Oct 12