Interacts with banking patrons to provide information and individualized customer service, including financial planning, loan processing, and other services. Prepares various types of new accounts and gives customer service on existing accounts. Assesses and okays overdrafts and checks for cashing.... [+] More

Interacts with banking patrons to provide information and individualized customer service, including financial planning, loan processing, and other services. Prepares various types of new accounts and gives customer service on existing accounts. Assesses and okays overdrafts and checks for cashing. This position has more responsibilities than the customer service representative and is less specialized than a financial sales representative.

Provides financial planning services to banking customers, including investment, estate, and retirement planning. Assists loan applicants by explaining products, interest rates, and terms of mortgage or installment loans. Processes loan documentation by analyzing financial and credit information, and transmits crucial information to underwriting for verification and booking. Performs and schedules loan closings. Assists co-workers in analyzing and evaluating credit information on loan applications. Sells and cross-sells full range of banking products to new and existing customers. Contributes to business development program by performing duties attached to assigned accounts. Possesses thorough familiarity with products and services available to bank customers. [-] Less

Interacts with banking patrons to provide information and individualized customer service, including financial planning, loan processing, and other services. Prepares various types of new accounts and gives customer service on existing accounts. Assesses and okays overdrafts and checks for cashing.... [+] More

Interacts with banking patrons to provide information and individualized customer service, including financial planning, loan processing, and other services. Prepares various types of new accounts and gives customer service on existing accounts. Assesses and okays overdrafts and checks for cashing. This position has more responsibilities than the customer service representative and is less specialized than a financial sales representative.

Provides financial planning services to banking customers, including investment, estate, and retirement planning. Assists loan applicants by explaining products, interest rates, and terms of mortgage or installment loans. Processes loan documentation by analyzing financial and credit information, and transmits crucial information to underwriting for verification and booking. Performs and schedules loan closings. Assists co-workers in analyzing and evaluating credit information on loan applications. Sells and cross-sells full range of banking products to new and existing customers. Contributes to business development program by performing duties attached to assigned accounts. Possesses thorough familiarity with products and services available to bank customers. [-] Less

Provides potential investors or buyers... [+] More

Provides potential investors or buyers with investment banking, financial management, and/or financial advisory services, including aiding in the sale of securities, facilitating mergers and other corporate reorganizations, acting as brokers to both individual and institutional clients, and trading for their own accounts.

Performs financial analysis as preparation for refinancing and/or divestiture efforts. Prepares descriptive materials and other information for potential investors or buyers. Targets and contacts potential investors or buyers. Reviews and facilitates fees. Assists in the investigation, research, and preparation of offering documents. Studies and executes marketing programs, canvassing and communicating with clients, respondents, finders, brokers, and others. Qualifies and builds relationships with potential investors. Arranges and participates in negotiations concerning purchase and sale. Negotiates with potential investors or buyers. Performs business planning and modeling, cash forecasting, and cash management. Evaluates business plans and coordinates due-diligence and closing procedures on behalf of lenders or equity investors. [-] Less

Markets bank products to customers and potential customers through in-store marketing and in-aisle prospecting within a host retail store partner. Acquires, retains, and expands new and existing bank customer relationships by profiling to discover needs, recommending the best products and... [+] More

Markets bank products to customers and potential customers through in-store marketing and in-aisle prospecting within a host retail store partner. Acquires, retains, and expands new and existing bank customer relationships by profiling to discover needs, recommending the best products and services, completing sales, proactively contacting and meeting customers, asking for referrals, and conducting appointments in a bank branch within a grocery or department store location.

Schedules prospect appointments either through initial contact or by follow-up phone calls. Opens accounts, handles teller debit and credit transactions in compliance with established bank policies and procedures, sells/cross-sells bank products and services, and resolves complex customer service issues. Converts service opportunities into sales events. Closes sales by engaging prospects in a banking relationship. Refers customers to other bank resources as appropriate for additional sales and service issues. Maintains thorough working knowledge of the organization's product/services and policies and procedures. [-] Less

Examines individual applications for insurance to evaluate degree of risk involved and accepts applications, following company's underwriting policies. Checks such documents as application form, inspection report, insurance maps, and medical reports to determine degree of risk from such factors as... [+] More

Examines individual applications for insurance to evaluate degree of risk involved and accepts applications, following company's underwriting policies. Checks such documents as application form, inspection report, insurance maps, and medical reports to determine degree of risk from such factors as applicant's financial standing, age, occupation, accident experience, and value and condition of real property.

Audits company records to ascertain amount of insurance in force on single risk or group of closely related risks, and ascertains possibility of losses due to catastrophe or excessive insurance. Declines risks that are too excessive to obligate company. Dictates correspondence for field representatives, medical personnel, and other insurance or inspection companies to obtain further information, quote rates, or explain company's underwriting policies. When risk is excessive, authorizes reinsurance, or when risk is substandard, limits company's obligation by decreasing value of policy, specifying applicable endorsements, or applying rating to ensure safe and profitable distribution of risks, using rate books, tables, code books, and other reference material. Typically workers who underwrite one type of insurance do not underwrite others and are designated according to type of insurance underwritten. [-] Less

Sells personal services, such as dating services, costume or tuxedo rental, massage services, baby sitting, escort services, and valet parking, to new or existing customers in assigned area or territory. Creates prospect list and gets new accounts. Contacts and interacts... [+] More

Sells personal services, such as dating services, costume or tuxedo rental, massage services, baby sitting, escort services, and valet parking, to new or existing customers in assigned area or territory. Creates prospect list and gets new accounts. Contacts and interacts directly with potential, new, and existing customers or clients to present information and explain available services offered, utilizing persuasive sales techniques.

Calculates and quotes prices. Answers all questions concerning personal services, with appropriate referrals where required. Analyzes and determines customers' personal service needs, recommends service(s) best suited for them, and prepares and presents proposals to sell services that address those needs. Prepares forms or agreements, closes transactions, and secures sales. Establishes professional customer relationships with appropriate customer personnel. Submits time and expense reports to management. Investigates service warranty claims to ensure resolution within organization policies. Analyzes and interprets records of present and past sales, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred for management. Keeps informed of new services and changes that might affect services offered. Keeps informed of company contract procedures and service prices. May work with appropriate internal departments to obtain support and assistance in meeting customers' needs. [-] Less

Buys and picks merchandise for department store customers, according to mail or telephone requests. Examines merchandise of wholesale establishments or other department stores and purchases items which are out-of-stock or not carried by the store. Records and processes mail orders and merchandise returned for exchange. May escort customer through store.

Interacts with customers... [+] More

Interacts with customers by phone or in person to provide customer service for personal lines of insurance and ensure the best service possible. Answers customers' questions regarding product or service. Converses with customers to obtain information and explain available services. Receives and processes orders, provides information concerning pricing, changes in service, and discontinuance.

Investigates and corrects errors, following customer and company records. Adjusts complaints concerning billing or services rendered. Refers complaints of service failure to appropriate departments for investigation. Coordinates customers' service needs with other departments as required to ensure customer service. May visit customer premises to obtain order or resolve customer problems. May solicit sale of new or addition services or product. May obtain credit records from credit reporting agency. [-] Less

Provides personal services to employer in private household. Purchases clothing and accessories. Maintains employer's clothes by brushing, cleaning, pressing, and mending. Sets out employer's clothing, and aids employer in dressing. Packs clothing for travel. Cleans employer's quarters. Prepares bath. Answers... [+] More

Provides personal services to employer in private household. Purchases clothing and accessories. Maintains employer's clothes by brushing, cleaning, pressing, and mending. Sets out employer's clothing, and aids employer in dressing. Packs clothing for travel. Cleans employer's quarters. Prepares bath. Answers telephone. Drives car to perform errands.

Mixes and services drinks. May prepare and serve refreshments. May shampoo and groom employer's hair, shave face, manicure nails, give body or facial massages, or apply cosmetics for employer. May change linens, and make employer's bed. [-] Less

Interacts with customers... [+] More

Interacts with customers by phone or in person to provide customer service for personal lines of insurance and ensure the best service possible. Answers customers' questions regarding product or service. Converses with customers to obtain information and explain available services. Receives and processes orders, provides information concerning pricing, changes in service, and discontinuance.

Investigates and corrects errors, following customer and company records. Adjusts complaints concerning billing or services rendered. Refers complaints of service failure to appropriate departments for investigation. Coordinates customers' service needs with other departments as required to ensure customer service. May visit customer premises to obtain order or resolve customer problems. May solicit sale of new or addition services or product. May obtain credit records from credit reporting agency. [-] Less