Not exact matches
As an American Express ® Card - accepting
business, you have access to American Express Merchant Financing ®, a simple, cost -
effective term
loan.
Advertised rates shown are
effective as of 1/1/2016 and require
loan payments to be automatically deducted from a BBVA Compass
business checking account.
Although there is much made of the extortionate fees paid for footballers, occasionally a shrewd piece of
loan business can be done that is equally
as effective as flashing the cash.
Effective January 1, 2015 Desjardins Group purchased State Farm Canada's
businesses in property and casualty and life insurance,
as well
as its Canadian mutual fund,
loan and living benefits companies.
Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw
loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring
effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans
as well
as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat
business Performed all duties in a positive, courteous, and timely manner
JPMorgan Chase (Chicago, IL) 2007 — 2010 Branch Manager • Managed all aspects of JPMorgan Chase branch including daily operations and personnel • Responsible for $ 40 million in deposits, $ 20 million in
loans, and $ 50 billion in accounts • Consistently exceeded quarterly acquisition goals through
effective product positioning • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations • Investigated issue escalation, fraud, theft, forgery, and identity theft claims
as needed • Delivered excellent customer service ensuring client satisfaction and repeat
business