Jobs in United States, Providence

This job is responsible for assisting in the delivery of integrated credit solutions to clients as well as on-going portfolio management. Job expectations include providing on-going monitoring of client portfolios, ensuring accurate and timely analysis of financial statements, assignment of risk ratings, and required client reviews. Support the end-to-end credit management process for the Leasing portfolio, partnering with Credit Underwriters and Portfolio Management officers to provide on-going monitoring of Leasing portfolios. Ensure adherence to Credit Policy, process, procedures and regulatory guidelines. Focus on compliance with Credit monitoring metrics.

Responsibilities:

• Data verification of new deals on source systems
• Monitoring credit compliance and past-due exceptions; ensuring data integrity; and sourcing of financial statements and covenant compliance certificates
• Proactively ensures timely follow-up of credit monitoring activities to facilitate a sound credit portfolio

Required Qualifications:

• 1 + years of Commercial and/or Leasing credit related experience
• Computer proficiency including Excel, Word, Outlook and other applications
• Ability to accomplish objectives in a specified timeframe
• Exhibit professional maturity
• Works effectively, both as a team member and independently

Desired Qualifications:

• Undergraduate and or business degree

Skills:

• Analytical Thinking
• Credit and Risk Assessment
• Financial Analysis
• Research Analysis
• Underwriting
• Attention to Detail
• Business Acumen
• Financial Forecasting and Modeling
• Loan Structuring
• Written Communications
• Business Development
• Collaboration
• Critical Thinking
• Portfolio Analysis
• Stakeholder Management

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

:

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Monday – Fridays and rotating Saturdays

Skills:

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

About this role:

This territory is based intheYou must live in assigned territory for efficiency purposes or be

In this role, you will:

• Schedule and route daily travel to customer locations within an assigned geographic area, incorporating overnight stays to reduce travel time for optimum productivity.
• Physically inspect inventory and assess the condition to confirm the collateralized position.
• Reconcile discrepancies with the customer and document details to support final inventory inspection results.
• Build relationships with customers through setting inspection expectations, answering questions, providing support with payment systems and raising customer growth inquiries to our commercial and portfolio teams.
• Communicate with manager, account manager and peers to resolve issues and escalate risks
• Participate in audits of floor plan inventory at various dealerships and companies
• Perform physical inspections of dealer inventories and reconcile with business records through effective communications with account managers
• Review approval requests and ensure completion of all operating and action measures within established timeframes
• Inspect physical existence of collateral and verify the borrowers' records to determine adherence to approve loan structure
• Receive direction from supervisor to ensure accurate responses on customer inquires and disputes
• Exercise judgment in determining the cause of discrepancies and disposing of any variances
• Assess condition of collateral with prompt and accurate reporting to confirm the collateralized position
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 6+ months of Collateral Examination experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Good verbal and written communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Ability to work independently and in a team environment
• Customer service experience
• Able to anticipate and adapt to rapidly changing, growth-oriented environment
• Outstanding problem solving and decision-making skills
• Proficient knowledge of business practices and processes
• Ability to work with limited supervision

Job Expectations:

• Must be willing to travel overnight up to 50% of the time
• Ability to push/pull 50 pounds and lift 25 pounds
• Ability to work in outdoor environments up to 8 hours per day
• Ability to travel daily with 4 or more hours of driving per day
• Reliable transportation for daily business travel
• Must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance A

Additional Information:

• This position does not support VISA sponsorship
• Posting may come down early based on applicant volume
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

Responsibilities :

Qualifications :

Special Physical Requirements:

Quality-Specific Goals:

• Complete e on-time and accurate Preventative Maintenance, FMIs and/or ISIs.
• Assist more experienced field engineers with equipment installation.
• Work with experienced field engineers on basic troubleshooting and service repair needs on designated equipment.
• Effectively communicate and partner with teammates and colleagues.
• Learn to effectively communicate with customers to ensure resolution and proper follow-up, leading to customer satisfaction.
• Partner with the customer and recommend value-added services that will help the customer run their business more efficiently.
• Keep up to date on administrative responsibilities such as maintaining customer service logs and internal service records in a timely manner, ordering repair parts, and managing cycle times.
• Utilize the GEHC escalation process, as needed, and work closely with region and national support to define and implement corrective action plans to resolve customer issues in a timely manner.
• Serve as a member of the account community for key accounts.
• Effectively engage commercial counterparts, identify potential sales leads, participate in sales opportunities such as contract renewals, and assist with promoting and implementing revenue programs.
• Focus on customer needs and satisfaction, while building on and enhancing the relationship with the customer to ultimately become a perceived partner in their business.
• Keep up to date with competitor information and market trends.
• Answer service calls independently without assistance within one year of employment.
• Associate's or Bachelor's degree in Electrical Engineering, Biomedical Engineering, Mechanical Engineering, or related field; OR equivalent military education; OR participant in the formal GEHC Biomed/FE Services Internship or Military Externship program; OR High School Diploma/GED and 4 or more years of experience servicing electronic equipment.
• Experience with Web applications as well as Microsoft suite of products.
• The successful applicant must comply with GEHC's standard background check, including a post-offer drug test. In addition, during employment, the employee must comply with all customer access policies, including but not limited to obtaining and/or providing proof of required immunizations, and additional drug tests or background checks (including a federal government background check if assigned to support a contract with the federal government).
• Candidate must be able to lift, carry, push, and pull up to 35 lbs. unassisted and frequently bend, stoop, twist, climb, crouch/squat, kneel/crawl, sit and stand for long periods of time. Candidate must also be able to reach at, above and below shoulder level, flex/extend neck and have good hand and finger dexterity. Specific vision abilities required by this job may include color, close vision, distance vision, peripheral vision and depth perception.
• Must have and maintain a valid Driver's License.
• Willingness to be available ""after hours"", or work a rotating On-Call schedule, including weekends, for critical issues and coverage, as necessary.
• Aware of and comply with the GEHC Quality Manual, Quality Management System, Quality Management Policy, Quality Goals, and applicable laws and regulations as they apply to this job type/position.
• Meet Health and Human Services, Environment Health and Safety and/or all other applicable regulatory requirements.
  Complete all planned Quality, EHS & Compliance