In addition, as a client of Webster Business Credit, you'll have full access to the myriad of
additional financial products and services available through our parent company, Webster Bank, N.A., including cash management, treasury services, HSAs, swaps and private banking.
Not exact matches
CNBC also has a vast portfolioof digital
products which deliver real - time
financial market news andinformation across a variety of platforms including: CNBC.com; CNBC PRO, thepremium, integrated desktop / mobile
service that provides live access to CNBCprogramming, exclusive video content
and global market data
and analysis; asuite of CNBC mobile
products including the CNBC Apps for iOS, Android andWindows devices;
and additional products such as the CNBC App for the AppleWatch
and Apple TV.
According to the U.S. Small Business Administration, the main parts of a business plan include the executive summary, a company description (what makes the company unique), a market analysis (the competition
and target demographics), the company's structure, a description of the
service or
product line, the marketing
and sales strategy,
financial projections — plus any
additional useful information.
Comments received by the Department
and media reports also indicate that many
financial institutions already had completed or largely completed work to establish policies
and procedures necessary to make the business structure
and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting
and implementing training for staff, drafting client correspondence
and explanations of revised
product and service offerings, negotiating changes to agreements with
product manufacturers as part of their approach to compliance with the PTEs, changing employee
and agent compensation structures,
and designing conflict - free
product offerings),
and the Department believes that
financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the
additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017,
and January 1, 2018.
thanks,
and yes, a pittance of a pension
and regular checkups keep us on budget
and head off any problems — best decision i ever made (
financial or otherwise) was serving our country doing search -
and - rescue, oil
and chemical spill remediation, etc. (you can guess the branch of
service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation,
and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002,
and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building
additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments
and insurance
products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental
and pharmacy benefits — but our main concern is staying fit, active,
and healthy!
In addition to «flat - fee - only»
and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation
services offered to participants (involving advice
and even discretionary management) that are the
product of a computer model developed
and overseen by an independent
financial expert,
and subject to certain
additional conditions, would allow a
service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.
In addition to student loans, Sallie Mae also has
additional financial services and offers other banking
products.
You should read the ANZ
Financial Services Guide, the relevant
Product Disclosure Statement,
Additional Information Guide on www.wealth.anz.com
and the Electronic Access Terms
and Conditions before deciding to acquire or hold ANZ Smart Choice Super
and Pension.
One of the major reasons that individuals choose a particular online brokerage, especially a bank - owned brokerage, is because they have the convenience of accessing
additional (
and very useful)
financial products or
services.
You should read the ANZ
Financial Services Guide, the relevant
Product Disclosure Statement, Additional Information Guide on www.wealth.anz.com and the Electronic Access Terms and Conditions and consider if this product is right f
Product Disclosure Statement,
Additional Information Guide on www.wealth.anz.com
and the Electronic Access Terms
and Conditions
and consider if this
product is right f
product is right for you.
Virtually every
financial product has a «Refer - A-Friend»
service that gives you
and the friend an
additional bonus.
Foresters
Financial is chartered as a fraternal benefit society,
and as of 2016, the company has more than one million members who take part in the firm's
product and service offerings, as well as
additional benefits.
Additional responsibilities of the Banking Customer
Service Rep include: • Handling cash
and processing customer transactions • Initiating conversations with customers to uncover their needs
and referring them to the appropriate business partners to meet personal
and financial center referral
and sales goals • Personally maintaining a balancing record, finding
and correcting errors
and asking for help in this process as needed • Handling customer issues with professionalism
and seamlessly directing complex issues to management staff • Maintaining up - to - date knowledge of
financial center policies, procedures,
products and services • Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the
financial center.
Additional responsibilities of the Lead Customer
Service Representative include: • Initiating conversations with customers to uncover their needs
and referring them to the appropriate business partners to meet personal
and financial center referral
and sales goals • Personally maintaining a balancing record, finding
and correcting errors
and asking for help in this process as needed • Handling customer issues with professionalism
and seamlessly directing complex issues to management staff • Training
and developing new
and current Customer
Service Representatives
and identifying other Customer
Service Representatives who are capable of training new staff members • Monitoring operations behind the Customer
Service Representative line, delegating work
and taking issues to the Customer
Service Manager as needed • Acting as the contact person for
financial center personnel in regards to Customer
Service Representative activity, answering questions
and helping management to keep Customer
Service Representatives up - to - date on all changes • Maintaining up - to - date knowledge of
financial center policies, procedures,
products and services
Specific work elements Building
and maintaining excellent client relationships, resolving client queries, researching
and cross-selling
additional products or
services that could benefit clients, reviewing client's
financial income
and offering advice when necessary, compiling reports
and completing workflows within set timescales
and other tasks assigned involved in account management.
• Hands - on experience in processing routine
financial transactions by ensuring accuracy • Focused on ensuring client satisfaction
and service quality in accordance to the bank's protocols
and procedures • Documented success in balancing cash drawers efficiently, despite arising discrepancies • Competent at exceeding sales goals by influencing clients to learn about
and apply for
additional products or
services that the bank offers
• Assisted clients in filling out loan application forms
and ensured that all information is correct
and complete • Provided clients with information regarding the bank's
financial products and services • Verified information provided by clients by contacting their employers
and credit bureaus • Ascertained that all paperwork
and additional documents are present with each loan application • Followed up on loan statuses
and provided clients with information on which stages their applications are on
Client
Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large
and economically diverse client base Recruit, train,
and direct customer
service, sales, technical,
and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law,
and tax law Oversee adherence to departmental budgets, project timelines,
and company policies Coordinate efforts between multiple departments resulting in timely
and cost - effective project completion Design
and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale
and dedication to company mission Represent company brand with poise, integrity,
and positivity Study internal literature to become an expert on
products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
services Develop a rapport with customers
and orient them to various
products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, a
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff
and company resources effectively to create the best consumer experience Utilize technical proficiencies
and industry knowledge to offer guidance
and support to coworkers
and clients Craft effective presentations
and proposals, tailoring them to clients based on their specific needs
and styles Maintain sales
and customer
service records detailing pricings, sales, activities reports,
and other pertinent data Manage company
financial records providing detailed, accurate account of transactions
and financial health Build
and strengthen long term relationships with peers, clients, partners,
and industry leaders Provide
additional operational support including communications, data entry,
and other tasks as needed Consistently promoted due to excellence in management, customer
service, technical support,
and sales
Retail Sales Manager — Duties & Responsibilities Oversee customer
service and sales staff ensuring efficient, effective,
and profitable operations Design
and implement staff development programs to enhance sales
and customer
service skills Train employees in corporate branding
and company policies
and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows,
and other tactics Develop
and implement company marketing, public relations,
and promotional strategies Identify company operational challenges
and overcome obstacles through strong managerial skills Represent company brand with poise, integrity,
and positivity Develop a rapport with customers
and orient them to various
products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on
products and services Interact with support staff
and company resources effectively to create the best consumer experience Conduct research on prospective leads
and existing clients to assist in developing sales strategies Craft effective sales presentations
and proposals, tailoring them to clients based on their specific needs
and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports,
and other pertinent data Strictly adhere to budgets
and schedules Oversee multimillion dollar inventory
and product replenishment Manage company
financial records providing detailed, accurate account of transactions
and financial health Provide
additional operational support including communications, data entry,
and other tasks as needed
Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows,
and other tactics Develop
and implement company marketing, public relations,
and promotional strategies Represent company brand with poise, integrity,
and positivity Develop a rapport with customers
and orient them to various
products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on
products and services Interact with support staff
and company resources effectively to create the best consumer experience Conduct research on prospective leads
and existing clients to assist in developing sales strategies Craft effective sales presentations
and proposals, tailoring them to clients based on their specific needs
and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train,
and direct staff ensuring they understand the brand
and adhere to company policies
and procedures Maintain comprehensive records detailing pricings, sales, activities reports,
and other pertinent data Strictly adhere to budgets
and schedules Oversee multimillion dollar inventory
and direct purchasing
and inventory replenishment Manage company
financial records providing detailed, accurate account of transactions
and financial health Provide
additional operational support including communications, data entry,
and other tasks as needed
Professional Experience PHP LLC (Bountiful, UT) 2004 — Present Insert Title • Manage an insurance
and financial services office of 35 agents ensuring profitable
and professional operations • Responsible for training agents in company protocols
and ensuring agent licensure • Oversee acquisition of insurance
and financial service providers for client use • Perform full
service client portfolio management including
financial analysis, planning,
and product sales • Oversee client account administration ensuring exceptional customer
service and troubleshooting • Consistently exceed revenue goals through effective cold calling, marketing, referrals,
and other tactics • Utilize extensive training in employee motivation tactics to build team loyalty
and dedication to excellence • Recognized for excellence in management, sales,
and customer
service • Perform
additional client
service functions including medical lab scheduling
and other logistics as needed
Administrative Assistant — Duties & Responsibilities Provide effective administrative support
services across a variety of industries Represent company brand with poise, integrity,
and positivity Strictly adhere to department budgets
and project timelines Responsible for tracking
and replenishing office supplies
and product inventory Study internal literature to become an expert on
products and services Develop
and strengthen relationships with vendors, customers,
and coworkers Encourage high customer retention by maintaining friendly, supportive contact with existing clients Generate record sales through networking, referrals,
and other tactics Manage complex, high volume telephone systems
and in person reception duties Oversee
financial records, bookkeeping,
and accounts payable / receivable Provide excellent customer
service ensuring client satisfaction
and repeat business Consistently recognized for excellence in customer
service and operational support Proficient in Microsoft Office suite, software troubleshooting,
and minor hardware repair Perform
additional administrative duties including faxes, photocopying,
and filing Conduct all responsibilities in courteous, polite,
and positive manner