Still,
representatives of some financial services companies said they planned to change practices to meet the regulation's standard even if it is halted.
Not exact matches
In addition, the FDC recommend that students investigate the organizations they may be considering paying for scholarship
services, ask plenty
of questions
of the
company, and talk to a guidance counselor or
financial aid
representative before spending money on these types
of services.
He was also the Vice-President
of Trading for Associated
Financial Group, a financial services company providing support to more than 328 representatives in over 179 branch and satellite
Financial Group, a
financial services company providing support to more than 328 representatives in over 179 branch and satellite
financial services company providing support to more than 328
representatives in over 179 branch and satellite offices.
Great Rail Journeys Ltd is an appointed
representative of Travel & General Insurance
Services Ltd, and all
companies are authorised and regulated by the
Financial Conduct Authority.
Prior to joining Allianz Life Insurance
Company of North America (Allianz Life ®) in 2010, Repya served as senior advanced strategies counsel for Securian
Financial Services, providing tax and legal support to registered
representatives working in advanced markets.
Strategic Employee Benefit
Services provides Northwestern Mutual
Financial Representatives with access to a variety
of top employee benefit
companies.
TMX Finance Family
of Companies Industry:
Financial services Sample job titles: Store manager, district manager, general manager, general manager trainee, customer
service representative, bilingual customer
service representative Location: Nationwide
* Examples
of the backgrounds
of some
of the
company's most successful recruitment consultants, who all started as trainees include telesales, call centre, advertising / media sales, mobile phone sales, estate agency / lettings,
financial services sales, door - to - door, fundraising, debt management, events sales, technical sales, car hire, medical sales, IT sales, Travel
Representatives and gym membership sales.
Customer
service managers are often responsible for managing teams
of customer
service representatives, handling queries or complaints that have been escalated, handling
financial transactions like refunding customers, and ensuring that the
company's best practices for customer
service are being met.
Customer
Service Representative 1/1/2009 — 1/1/2011 Helplife Financial — Augusta, GA Provided exceptional customer service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company s
Service Representative 1/1/2009 — 1/1/2011 Helplife
Financial — Augusta, GA Provided exceptional customer
service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in company s
service by helping clients to understand policy options and choose the ideal plan for their needs Stayed abreast
of emerging trends, policies and best practices Implemented a new measuring tool for tracking client progression, which was utilized throughout the
company Addressed client issues quickly and developed strong client relationships Garnered new clientele through referrals Registered and maintained client data in
company software
Account
Representative — Duties & Responsibilities Experienced manager with a background in purchasing, inventory, customer
service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics 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 Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million
company inventory, supply, and purchasing operations Achieve fill rate performance
of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with
company guidelines Provide
financial oversight
of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison for corporate Diversity and Inclusion initiative Represent
company brand with poise, integrity, and positivity
Professional Duties & Responsibilities Responsible for
company customer
service departments across multiple fields Hired, trained, directed, and reviewed customer
service representatives Directed call center ensuring professional and efficient operations Increased
company efficacy through the establishment
of best practices Ensured professional and timely response to customer
service inquiries Maintained extremely high client satisfaction rate resulting in repeat business Authored and presented customer
service, finance, and personnel reports for senior leadership Tracked daily, weekly, and periodic customer
service interactions Handled
financial transactions including credit card payments, declines, and collections Resolved shipping, warranty, and product operation inquiries Oversaw the creation, update, and maintenance
of client information database Maintained working knowledge
of company products and
services to best assist clients Built long - term relationships with employers, piers, clients, and industry leaders Assisted various
company departments with special projects as needed Fostered an atmosphere
of respect and dedication to
company goals Performed all duties in a professional, positive, and timely manner
The Bureau received over 2,800 comments on the TILA - RESPA proposal during the comment period from, among others, consumer advocacy groups; national, State, and regional industry trade associations; banks; community banks; credit unions;
financial companies; mortgage brokers; title insurance underwriters; title insurance agents and
companies; settlement agents; escrow agents; law firms; document software
companies; loan origination software
companies; appraisal management
companies; appraisers; State housing finance authorities, counseling associations, and intermediaries; State attorneys general; associations
of State
financial services regulators; State bar associations; government sponsored enterprises (GSEs); a member
of the U.S. Congress; the Committee on Small Business
of the U.S. House
of Representatives; Federal agencies, including the staff
of the Bureau
of Consumer Protection, the Bureau
of Economics, and the Office
of Policy Planning
of the Federal Trade Commission (FTC staff), and the Office
of Advocacy
of the Small Business Administration (SBA); and individual consumers and academics.