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Client Service Representative

Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers’ needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours. Required skills: Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six months experience with cross-selling, up-selling and/or referring products Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances Ability to sell customers on meeting with a sales associate to learn about products/services Ability to respond and assist customers with inquiries and/or problem resolution Ability to work effectively as a team member Strong communication skills (including verbal and non-verbal) and active listening skills Careful attention to detail and time management Proficiency in basic computer skills Pass pre-employment assessment Desired skills: Minimum of six months cash handling experience

Santa Rosa
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Responsable de Recursos Humanos para la provincia de La Pampa

Para nuestro cliente: importante grupo nacional con radicación en la provincia de La Pampa, seleccionamos profesionales ambos sexos, para liderar la gestión y el desarrollo del capital humano de la organización. Su función será la de planificar, organizar, implementar, desarrollar, administrar y controlar los recursos humanos. Algunas de las tareas que llevará a cabo, será la de gestionar el área definiendo la comunicación interna, implementando el sistema de compensaciones y de desempeño, el manejo de las relaciones laborales, clima organizacional, fidelización, interactuar con proveedores; como así también deberá definir procedimientos relacionados a la administración de personal (control de asistencias, regímenes de ascensos, régimen disciplinario, liquidación de haberes, historia laboral y cuenta personal). Nos orientamos a personas flexibles, con muy buenas habilidades interpersonales, de comunicación y negociación, orientada a resultados y con vocación de servicio.

La Pampa
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Senior Credit Products Officer

Job Description: Assigned as a market or industry level resource, the Credit Products Officer (CPO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions. Guidelines for assignment of CPOs include specific criteria and is made at the discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME). The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing. Involvement with monitoring activities/approvals is also part of the responsibilities. The CPO maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis of clients and prospects and their industries, design and execution of credit solutions, and the active management of asset quality. Client facing, the CPO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions and deliver the bank to clients and prospects. The CPO reports to the Credit Products Manager (CPM) and will be aligned to 1-3 Portfolio Management Officers (PMO), serving as a mentor/coach. General qualifications include a BS/BA degree and 7+ years of solid experience in financial analysis, structuring, underwriting and portfolio management, strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring.

Santa Rosa
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FC Lending Officer – Santa Rosa, CA (Coddingtown)

Job Description: The FC Lending Officer (FCLO) proactively solicits new residential mortgage business and sells Bank of America mortgage products to meet established loan quality and production goals. In this ongoing sales role, the FC Lending Officer continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. A FC Lending Officer's network may consist of real estate professionals, builders, professional and personal contacts, as well as other valuable referral sources, and is enhanced by the Mortgage Loan Officer's regular participation in business related development opportunities, community efforts to promote homeownership and professional organizations. May be partnered with a Mortgage Loan Associates (MLA) to provide guidance around all aspects of the sales process. The FCLO responds to customer inquiries and referrals that are generated from both their own contacts and from other Bank of America business channels. The FCLO conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information. The FCLO ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, as well as complying with all Federal and State compliance policies and adhering to HMDA requirements. 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. Required Skills:  Two to three years of experience in a loan origination experience Knowledge of conventional and/or government guidelines Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending Ability to manage a heavy pipeline of 50 plus loans Strong written and verbal communications skills Teamwork and customer service skills a must Self-motivated and highly organized Ability to prioritize multiple competing task Desired Skills: Familiar with FHA and HUD guidelines Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences Ability to analyze and comprehend complex financial data and provide financial alternatives Professional and effective interpersonal skills

Santa Rosa
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Lending Associate – Santa Rosa, CA

Job Description: The Mortgage Loan Associate (MLA) position is designed to create a career opportunity in mortgage sales for individual with minimal mortgage lending experience or those individuals who prefer to partner alongside a more experienced Mortgage Loan Officer or Senior Mortgage Loan Officer (MLO). Upon hire, the MLA will immediately focus on Bank of America training activities as outlined by the Bank of America Consumer Real Estate On-boarding process. Newly hired associates that are pursuing a career opportunity as an MLO within 8 - 12 months will be assigned a Senior MLO as a mentor. Associates pursuing an opportunity as an MLO beyond the 12-month time frame will be aligned with a Senior MLO or MLO. The MLA role will include sales, marketing and production activities in order to develop an understanding of the business and maximize the sale of mortgage loans. Additionally, the MLA will begin working directly with customers to originate loans and may begin developing a referral network and generating self-sourced business. The MLA will create a sales business plan and, initially under the guidance and supervision of the MLO will execute sales, pricing and loan management and customer relationship activities. The MLA will be responsible for successfully completing pre-assigned training activities and achieving production goals within a predetermined time period. This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that 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 register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Required skills: - Strong written and verbal communications skills - Teamwork and customer service skills a must - Self-motivated and highly organized - Ability to prioritize multiple competing tasks - Flexibility to work extended hour during heavy workload period - Previous out-of-industry sales experience with a focus on generating self-source business or less than 18 months mortgage experience in operations role, previous mortgage originating experience - Strong computer skills including a fundamental understanding of MS applications     Desired skills: - Familiar with FHA and HUD guidelines - Government Processing Experience - Mortgage processing experience - Ability to analyze and comprehend complex financial data and provide financial alternatives

Santa Rosa
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FC Lending Officer - North Bay (Petaluma Main FC)

Job Description: The FC Lending Officer is responsible for originating retail mortgage loans and other lending products. Contact may be either telephonic or in-person. 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.

Santa Rosa
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Enterprise Retail Sales Manager - SF/ North Bay, CA

Job Description: Advise potential borrowers regarding appropriate loan programs and the loan process. Engage in loan origination activities that include calling on Realtors, Builders, or other B2B business partners in the community. Participate in community or trade events for the purpose of promoting the Company. Quoting rates, programs and taking loan applications, and conducting loan support activities that encompass the point of sale. In addition, recruits, hires, coaches, counsels subordinate sales people and monitor sales activities within their sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product training. Prepares and participates in Realtor/Builder functions including open houses and conventions. Monitor and analyze financial profitability product penetration, opportunity and market share capture. Manage expense controls, draw management, pricing exceptions, pricing, and bonus reports. Work with quality control units, and other support units to enhance profitability, production and quality control.  Drives Enterprise initiatives and provides market leadership through relationships with teams or originators aligned to Financial Centers or Merrill Lynch complexes. 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.

Santa Rosa
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Cliente encubierto

El puesto de mystery shopper consiste en la realización de visitas a comercios a fin de evaluar la calidad de atención, sobre la base de preguntas incluidas en un cuestionario que tendrá cargado en su portal previo haber acordado el trabajo con nuestro departamento de asignaciones. El trabajo no es en relación de dependencia. Es una tarea free-lance. Los trabajos se realizan una vez que la persona fue dada de alta en nuestra base de shoppers. Es preciso ingresar a shoppers@shopnchek.com.ar o enviar un mail a sgimenez@shopnchek.com.ar aceptando la propuesta para que le sea enviada la documentación a completar para ser dado de alta en la base. Por cada visita realizada se percibe un pago cuyo importe dependerá de la dificultad de la asignación, el tiempo requerido para realizarla etc. También le sugerimos ingresar a www.shopnchek.com.ar para interiorizarse de la tarea y de nuestra Empresa.

Santa Rosa
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Ingeniero Agrónomo Para Desarrollar La Actividad Comercial En La Zona De Intendente Alvear, La Pampa

Seleccionaremos para importante empresa agropecuaria: INGENIEROS AGRÓNOMOS para desarrollar la actividad comercial en la zona de Intendente Alvear, Pcia. de La Pampa. La búsqueda se orienta a INGENIEROS AGRÓNOMOS (excluyente) que residan en Intendente Alvear (excluyente) y que cuenten con al menos dos años de experiencia en el área comercial (comercialización de cereales e insumos para el sector agropecuario).Se valorará a quienes cuenten con cartera de clientes y conocimiento de la zona.Se trata de una excelente oportunidad de desarrollo profesional.A quienes consideren reunir el perfil descripto los invitamos a enviar su CV actualizados y con foto a: mdconsultores@outlook.com

Intendente Alvear
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Asesor De Ventas

Grupo Sancor Seguros se encuentra en la búsqueda de Asesores de ventas para producto Vida con Ahorro y Vida con Inversión.Nos enfocamos en personas con marcado perfil comercial, proactivas y con orientación a resultados, que posean experiencia no menor a dos años en comercialización de servicios y/o intangibles.-"El mundo necesita personas que amen lo que hacen, vos sos esa persona, nosotros ese mundo"

Santa Rosa
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