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Job description Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our cus
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Financial Strategy and Leadership o Serve as a trusted financial advisor to the leadership and executive team, providing insights for strategic planning. o Oversee all aspects of accounting operations, including AR & Collections o Develop and implement tracking methods for revenue. Data Analysis and Process Improvement o Leverage your strong Excel skills to manipulate dat
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Vaco
- University Park, FL
Direct Hire / OnsiteBuffalo NY Ensure the daily and accurate processing of all monies coming into the company; both electronic funds (ACH / Wire / Credit Card) and checks. Set up ACH's in bank. Download daily transaction data from the bank to be input into system. Make sure appropriate backup is scanned in with all transactions. Manage relationship with bank lockbox. Esca
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Monitor and review overdue payment reports (weekly and monthly) to identify late payments from clients for rent, common area maintenance, taxes, utilities, etc. Update client payment records accordingly. Reach out to clients with outstanding balances to collect overdue funds. Discuss payment status, negotiate repayment plans, and document interactions in the system. Revie
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Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders empowering organizations to
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
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Responsible for accounting activity relating to the Financial Aid funds, including reconciliation, reporting, research and resolution of accounting related issues. Research and adjust improper records/transaction in consultation with the Assistant Director and Director. Responsible for the reconciliation of all Financial Aid program accounts by analyzing financial data an
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Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required. Responsible for servicing clients and opening account referrals for larger branches. Provides assistance in completing Requests for information (RFIs) from the BSA department as needed. Assist in completing Financial ticklers as well as signature c
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Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l
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Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank's success. Develops and maintains a prospect list of potential cust
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Achieves and exceeds set production goals and qualitative performance benchmarks. Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals. Requires significant marketing presentation, sales and relationship building skills. E
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Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
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Meets and exceeds Banking Center set production goals. Independently expands existing relationships and solicits new business through client referrals and outside of the banking center cold calling efforts to meet or exceed the Bank's strategic goals. Provides leadership to a team of sales professionals and ensures that established sales and revenue goals are met or excee
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Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Requires significant marketing presentation, sa
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Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app
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