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NorthPoint Search Group
Peachtree Corners, GA, United States
DIRECTOR OF FINANCIAL PLANNING & ANALYSIS - North Atlanta Our client, a global manufacturing company headquartered in Peachtree Corners, has an immediate need for a Director of Financial Planning & Analysis. Click here to apply online PRIMARY RESPONSIBILITIES: Work with the CFO to develop and execute key strategies to support the department and
Job Source: NorthPoint Search GroupGreenSky®
Atlanta, GA, United States
We are hiring a full-time Corporate FP&A Director to join our team! GreenSky is one of the fastest growing Financial Technology companies in America with headquarters located in the financial technology hub of Atlanta. We make it easy for businesses of all sizes to offer credit to their customers with a fast and paperless solution. With billion
Job Source: GreenSky®Ascenthm
Sandy Springs, GA, United States
Benefits: 401(k) 401(k) matching Health insurance Paid time off Vision insurance Our Purpose Bringing Friends and Families Together, Over Delicious Food, Served from the Heart Our Mission · Build an Amazing Workplace · Create Customer for Life · Become Franchisor of Choice Our Guiding Principles · People First · Servic
Job Source: AscenthmCRH
Atlanta, GA, United States
CRH's Americas Materials, a division of CRH, is the leading vertically integrated supplier of aggregates, asphalt, ready mixed concrete and paving and construction services in North America. Our operations span North America with over 28,000 employees at close to 1,600 locations in 43 US States and 2 Canadian provinces. Position Overview A part o
Job Source: CRHServiceMaster
Atlanta, GA, United States
Job Description Job Description Ready to be part of a dynamic and growing company? ServiceMaster Brands is looking for talented people to join our team! What We Offer: Medical, Dental, and Vision start the first day of the month following your date of hire 401 (k) match 15 Days paid time off and paid holidays, including 2 floating holidays Car
Job Source: ServiceMasterLiquid Web
Atlanta, GA, United States
Sr. Director of Financial Planning and Analysis CloudOne DigitalHybrid Remote , Atlanta,Georgia The Liquid Web Family of Brands has built its reputation on our ability to go above and beyond for our customers as well as our employees. We currently have an opportunity to join our team as the Sr. Director of Financial Planning and Analysis. The Sr.
Job Source: Liquid WebCFA Institute
Atlanta, GA, United States
Circle is a financial technology company at the epicenter of the emerging internet of money, where value can finally travel like other digital data - globally, nearly instantly and less expensively than legacy settlement systems. This ground-breaking new internet layer opens up previously unimaginable possibilities for payments, commerce and market
Job Source: CFA InstituteTPI Composites
Atlanta, GA, United States
Description of the Job- Essential Duties and Responsibilities: Performs his/her job in compliance with all the Procedures, Protocols, Instructions, Standards and Plans set out by the IMS in the framework of the company's integrated policies, acts in compliance with the "Code of Conduct and Code of Ethics" and "TPI Management Principles and Eth
Job Source: TPI CompositesAtlanta, GA, United States
POSITION PURPOSE
The Member Call Center Specialist is responsible for answering phone calls within assigned service levels standards. Responds to and resolves/satisfies member inquiries, requests, problems and complaints accurately and timely. Maintains current knowledge level of Credit Union products and services and builds and broadens member relationships through needs-based cross-selling as needs are uncovered. Utilizes sales tools in support of goal attainment. Maintains a professional and courteous manner in all interactions with members and co-workers. Maintains current knowledge and complies with Credit Union policies and procedures. Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Authenticates account ownership by requesting appropriate information from incoming caller.
Assists members and co-workers with E-service needs.
Assists collections in reviewing delinquent accounts using tracking tools, adding notes for Promise to Pay and collect late fees.
Researches debit and credit card related issues, activations, fraud alert, deletion and order new cards.
Performs end-of-day (EOD) balancing of official checks processed during business hours.
Builds member relationships and use of Credit Union products and services through needs-based cross-selling via-incoming phone calls, follow-up phone calls, and outbound calls.
Manages and maintains tracking of monthly sales referrals to keep on track for monthly goals.
Obtains and maintains knowledge and understanding of Credit Union products and services and responds to member product and services inquiries to satisfy member needs and build stronger member relationships.
Assists members with the consumer loan product(s) questions, including, but not limited to, consumer secured, unsecured and real estate loans and related insurance products. Also, check the status of pending loan applications.
Services existing accounts through daily interactions with members including, but not limited to, E-wires, E-checks, research, change of address, stop payments.
Services existing loans through daily interactions with members including, but not limited to, loan payoffs, loan payments, loan application decision notes and research.
Responds to member problems and/or complaints appropriately and request assistance as needed to resolve problems, including supervisor escalations.
Maintains a professional and courteous manner with members and co-workers in all interactions by adhering to the GUEST model for service.
Responsible for complying with the Bank Secrecy Act policies and procedures, including attendance at annual training, as directed by the Bank Secrecy Act Officer.
Responsible for complying with and maintaining current knowledge of Credit Union policies and procedures.
Performs other duties as assigned.
QUALIFICATIONS AND REQUIREMENTS
To perform this job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
Education/Certification: High school diploma or equivalent required.
Experience Required : Six months customer service experience in a call center, financial institution or like business. Experience as a Teller or similar member-facing role in a financial institution is preferred.
Required Knowledge: Understanding of financial institutions and/or credit unions and related products and services.
Skills/Abilities: Strong interpersonal and communication skills and the ability to interact with members, co-workers, and management. Ability to operate a telephone in a call center environment or similar environment. Experience using personal computers and typing internal communications and member service notes. Experience operating a calculator or using financial functions within Excel. Working knowledge of Microsoft Office and other job-related software programs. Strong organizational skills, the ability to prioritize responsibilities and work independently
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Email Alert for Director, Financial Planning & Analysis jobs in Atlanta, GA, United States
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