NewSenior Financial Analyst JobotSenior Financial AnalystPhoenix, AZ$85,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Beyond core FP&A responsibilities, this role will play a critical part in ad hoc analysis, identifying scalability opportunities, improving operational efficiency, and helping drive these functions forward as the organization continues to grow.
NewSenior Accountant Financial Reporting Vaco LLCSenior Accountant Financial ReportingPhoenix, AZ$100,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssociate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewDirector of Concrete Services - Polishing and Leveling InteriorWorx LLCDirector of Concrete Services - Polishing and LevelingTempe, AZAs our Concrete Services division continues to grow, we are seeking a proven leader to oversee and expand our concrete polishing, floor preparation, moisture mitigation, self-leveling underlayment, shot blasting, grinding, and specialty surface preparation operations as Director of Concretes Services . InteriorWorx Commercial Flooring is one of Arizona's leading commercial flooring contractors, serving general contractors, developers, healthcare facilities, educational institutions, industrial facilities, hospitality projects, and mission-critical environments throughout the Southwest.
Service Specialist II Edward JonesService Specialist IITempe, AZ$43,200–$66,800Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
NewPatient Services Team Lead Sonora Quest LaboratoriesPatient Services Team LeadGoodyear, AZ1. Utilizes advanced knowledge and skills in collection and receipt of biological specimens into the department, their proper entry into the company's computer system, the preparation of samples for analytical testing and/or the distribution of these specimens to the proper analytical area. Must possess a strong knowledge and understanding of the clinical laboratory in the areas of test management/phlebotomy, as normally demonstrated through two (2) years' of experience within the clinical laboratory in phlebotomy/test management area.
NewLife Insurance Client Services Representative The Mires AgencyLife Insurance Client Services RepresentativePhoenix, AZ$600–$800Instead of traditional customer service, you'll help families understand coverage options, submit applications, and ensure clients receive the protection for which they apply. Our mission at The Mires Agency is to empower individuals to build businesses that create financial freedom and lasting change for families and communities.
NewLicensed P&C Professional - Sales and Service (Signing Bonus) USAALicensed P&C Professional - Sales and Service (Signing Bonus)Phoenix, AZ$46,370–$50,029 / yearOur comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.
NewDirector of Dining Services Thunderbird Senior LivingDirector of Dining ServicesGlendale, AZ$75,000–$85,000As part of Stellar Senior Living’s continued efforts to maintain a safe environment for all employees, residents, families, and visitors, Stellar strongly encourages its employees to receive an FDA-approved COVID-19 vaccination, as well as any subsequent booster doses, as recommended by the Centers for Disease Control and Prevention (CDC). We are seeking an outstanding Executive Chef / Dining Services Director to join and lead our dining team at a large senior living community in Thunderbird Senior Living.
New.Net Software Engineer (Backend or Full Stack) Vaco LLC.Net Software Engineer (Backend or Full Stack)Tempe, AZ$100,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewAssistant Store Manager (Bilingual) Community Choice Financial Family of BrandsAssistant Store Manager (Bilingual)Phoenix, AZOur Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
NewBranch Office Administrator Edward JonesBranch Office AdministratorScottsdale, AZEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerScottsdale, AZThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Insurance and Financial Services Position - State Farm Agent Team Member Jeremy Dudleston - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLitchfield Park, AZSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Financial Services Position – State Farm Agent Team Member Jason McCloud - State Farm AgentFinancial Services Position – State Farm Agent Team MemberCave Creek, AZAs a State Farm team member for Jason McCloud - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerPhoenix, AZ$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Representative – State Farm Agent Team Member Kevin Mcgraw - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberPhoenix, AZDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerPhoenix, AZ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Position - State Farm Agent Team Member Adam Kase - State Farm AgentFinancial Services Position - State Farm Agent Team MemberPhoenix, AZIn this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
Insurance and Financial Services Position - State Farm Agent Team Member Beth Chaffee - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberGlendale, AZBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees.
Insurance and Financial Services Position - State Farm Agent Team Member Vahn Bozoian - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberPhoenix, AZAs our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Vahn Bozoian - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Insurance and Financial Services Position - State Farm Agent Team Member Courtny Tyler - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberMaricopa, AZEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Financial Services Consultant Cardone Ventures LLCFinancial Services ConsultantScottsdale, AZ$110,000–$130,000 / yearPart timePrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
Insurance and Financial Services Position - State Farm Team Member Brenda Espinoza - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberGlendale, AZYou grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
ASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESScottsdale, AZThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
NewFinancial Solutions Advisor - Participant Services (Series 7 required) Bank of America CorpFinancial Solutions Advisor - Participant Services (Series 7 required)Chandler, AZResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedAdditional Skills Needed:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs• Consistently identify participant opportunities and engage key partners as needed• Ability to grasp and apply complex technical material quicklyRequired Qualifications• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)• Passion for excellence and willingness to work to exceed client expectations• Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Account Executive – Financial Services SageAccount Executive – Financial ServicesPhoenix, AZWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Financial Services Manager Arizona Department of AdministrationFinancial Services ManagerPhoenix, ArizonaThis position is responsible for the financial operations of the Central Office Account Payables section, ensuring the work activities comply with the State of Arizona Accounting Manual (SAAM), agency policies and procedures, and implements and maintains internal control of the section. Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver’s license, complete all required training, and successfully pass all necessary driver’s license record checks.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateAZ$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesPhoenix, AZRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Services Specialist – Arizona All Financial FreedomFinancial Services Specialist – ArizonaPhoenix, AZ$34,000–$62,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateMesa, AZPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Financial Services Consultant Cardone Ventures CareerFinancial Services ConsultantScottsdale, ArizonaPrimary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins, Marketing, Personnel, and Owner Draws. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
Financial Services Claims Adjuster Assurant IncFinancial Services Claims AdjusterAZ$19.08–$30.53 / hourA Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world's leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products. Named a Best/Great Place to Work in 14 countries and awarded the Fortune America's Most Innovative Companies recognition, we bring together top talent around the world.
NewDirector Patient Financial Services Valleywise HealthDirector Patient Financial ServicesPhoenix, AZ$133,057.60–$198,348.80 / yearReporting directly to the Vice President of Revenue Cycle, this leader will be responsible for driving financial performance, optimizing revenue cycle operations, enhancing the patient financial experience, and ensuring regulatory compliance across multiple care settings. Requires knowledge of accounting principles that directly impact the accounts receivable, including debit and credit transactions; charge transfers; contractual allowances and adjustments; financial class changes and revenue reclassification; and reserve methodology and mechanics.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesAZ$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
FINANCIAL SERVICES MANAGER State of ArizonaFINANCIAL SERVICES MANAGERPhoenix, AZThis position is responsible for the financial operations of the Central Office Account Payables section, ensuring the work activities comply with the State of Arizona Accounting Manual (SAAM), agency policies and procedures, and implements and maintains internal control of the section. Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver's license, complete all required training, and successfully pass all necessary driver's license record checks.
PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLCPEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)Phoenix, AZIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
NewFinancial Services Representative Enterprise Bank & Trust (Saint Louis)Financial Services RepresentativeScottsdale, AZEnterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.
Entry-Level Financial Services Consultant (Remote) Traction Forge FinancialEntry-Level Financial Services Consultant (Remote)Phoenix, AZRemoteThrough partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success. Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.
NewFinancial Services Representative Touchstone WealthFinancial Services RepresentativeScottsdale, AZ$75,000–$150,000 / yearAs a Financial Services Representative at Touchstone Wealth , you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
NewConsumer Investments - Financial Services Representative I (Chandler, AZ) Bank of AmericaConsumer Investments - Financial Services Representative I (Chandler, AZ)Chandler, ArizonaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Occ Health Patient Financial Services Rep Banner HealthOcc Health Patient Financial Services RepPhoenix, AZWork Environment: As a Banner Health employee assigned to Phoenix Fire Occupational Health, this position serves as a primary point of contact for patients and works closely with healthcare providers, insurance carriers, and internal departments to support efficient patient access, registration, and financial clearance processes. This role is responsible for coordinating patient flow by answering phones, scheduling appointments, registering patients, verifying insurance coverage, obtaining required authorizations and referrals, collecting patient payments, and providing financial guidance.
NewLife Service - Financial Service Representative Bank of America CorpLife Service - Financial Service RepresentativeChandler, AZKey responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Student Services Specialist Sr Financial Aid Maricopa Community CollegeStudent Services Specialist Sr Financial AidPhoenix, AZParadise Valley Community College (PVCC) is seeking a Student Services Specialist, Sr. in the Financial Aid Office who performs technically demanding financial aid processing and student service duties, responds to complex problems and inquiries, assist with the administration of specific financial aid programs, coordinates financial aid projects, events/activities, and assists with student activities that help promote student enrollment, persistence, retention, and completion. Reviews financial aid applications for accuracy and completeness; processes financial aid applications - including verification, determination of need, disbursement of financial aid, awarding of funds (according to established regulations), as well as editing of previous awards; monitor continued eligibility; processes various reports required to perform core job duties, reviews and make decisions on student aid appeals; reviews and make decisions on professional judgement appeals.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalAvondale, ArizonaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesScottsdale, AZData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
NA Sales Representative, Data Platform - Financial Services & Insurance Oracle America, Inc.NA Sales Representative, Data Platform - Financial Services & InsurancePhoenix, AZThis job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/7505737 ## Responsibilities {#responsibilities bind="i18n: 'job-details.job-responsibilities-title'"} : {bind="html: pageData().job.responsibilities"} Manages accounts including the entire sales process from business development prospecting and specifications through contract negotiations, signing, and post-sales support.
Financial Services Specialist ASML Holding NVFinancial Services SpecialistChandler, AZMonitor invoice delivery, ensuring customers receive invoices through the correct channels (email, customer portals, EDI, etc.) Collaborate with internal teams to resolve billing discrepancies, pricing issues, or missing documentation. Additionally, the role requires strong attention to detail, excellent communication skills and ability to troubleshoot discrepancies with both internal teams and external customers, which involves drafting corporate policies and procedures while taking into consideration regional and cultural differences.
Financial Service Representative (Loan Officer) Mountain America Credit UnionFinancial Service Representative (Loan Officer)Phoenix, ArizonaRecognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.