Target
specific financial goals with the flexibility to invest in individual stocks, ETFs, and mutual funds
Its management is both highly skilled in making investments but also highly focused on achieving
specific financial goals with those investments.
Not exact matches
The Compensation Committee also considered that the annual cash incentive plan already incentivizes performance on three key Company -
specific financial measures, and the importance of emphasizing holistic Company performance, as opposed to an isolated metric; the importance of setting a sufficiently difficult target for maximum payout; the benefit of a large and objectively determined performance comparator group; and the overarching
goal of an incentive clearly and directly aligned
with stockholder interests.
Work
with your
financial advisor to identify a
specific goal for the amount of savings you want to have at retirement — and develop a strategy to reach it.
The
specific option you choose depends on your particular situation, such as the type of debt
with which you are dealing, your credit, your budget and your
financial goals in general.
Add snippets of content that recall conversations
with your client, where attitudes about risk or
specific financial goals were stated.
Your
specific mix of stocks and bonds will be driven primarily by your unique
financial goals, comfort
with risk and retirement timeline.
Investors should consult
with an investment advisor; investment decisions should be made based on the investor's
specific financial needs and objectives,
goals, time horizon, and risk tolerance.
Given the
specific characteristics of current paid - time religious programs, determined to a large extent by their need to elicit
financial support from viewers, they attract people who are already familiar
with and in agreement
with the theological and organizational
goals of the program.
We then work very closely
with each client to shape a strategic
financial plan to help them reach their
specific goals.
Your advisor will create a customized investment plan that is consistent
with your
specific financial goals, lifestyle and risk tolerance.
Save for a
specific financial goal by maximizing your earnings
with a Tax Free Savings Account (TFSA) and pay no Canadian tax1 on the interest, investment income, and capital gains.
They also can help a person to map out the best path towards their
specific financial goals and to track the progress that you are making
with each step you make towards them.
Jason Heath, a fee - only
financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate
financial planner
with Objective
Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate
Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a
specific savings
goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.
I don't have any
specific financial goal in my mind, so beside an emergency fund (I was recommended to have at least 6 months worth of salary in cash) I am stashing away 10 % of my income which I invest
with a notorious robot - adviser.
The scenarios listed below describe
specific needs
with possible HECM configurations that might be best suited to meet the borrower's
financial goals and needs.
For those
with our
financial planning software, when you set up your college savings
goal you have the choice between selecting a
specific college, or using the national average.
With that knowledge in your hands the first thing we need to do is review your credit report and find out what your
specific financial goals are for now and the future.
Armed
with new technology and faced
with a
financial recession and a landscape moving towards plastic and away from print money, banks have begun creating
specific and specialized products to meet any consumer's
goals or needs.
At Vitesse
Financial, our credit experts start
with a FREE, no obligation consultation to help assess your
specific needs and
goals.
It is imperative to take note of that even if Experian will execute the new software, that implies ALL moneylenders that utilization Experian MUST likewise utilize the new Fair Isaac software
with a
specific end
goal to get to Experian's new
financial assessment for the customer.
Congress should commission a task - force comprised of relevant stakeholders,
with the
goal of drafting
specific policy recommendations aimed at assisting schools
with providing loan counseling and
financial education to graduate and professional students.
As a
financial professional, only you can provide your customers
with personalized advice and investment recommendations tailored to their
specific goals, individual situation, and risk tolerance.
We strongly advise you to consult
with the appropriate
financial, legal or tax advisors about your
specific circumstances and individual
goals.
From forming
goals with your partner to creating a will, experts believe there are
specific steps to take for family
financial planning.
We then work very closely
with each client to shape a strategic
financial plan to help them reach their
specific goals.
Price proposals for all client options and portfolios weighing up
specific client portfolio and
financial requirements
with the long term
goals of their portfolio and the benefit to ClimateCare
This
financial vehicle can be structured in numerous ways, and it can literally be customized to fit
with your
specific planning needs and
goals — regardless of your age or your stage in life.
Public Provident Fund (PPF): PPF can be suitable for the investors
with low risk appetite who can save the money for a long period of time or for some
specific financial goal like marriage or retirement planning.
If you have a
specific goal in mind, but do not know how to go about
with the
financial planning for the same, start
with buying an endowment plan.
Start your list
with your most recent employment and go backwards from there.For further assistance, read these examples of bank teller work history sections.Bank Teller — NBAC Bank of New Jersey — Trenton, NJ — 4/2014 to Present • Exceed all sales
goals, becoming top product and service seller for five consecutive quarters, and boosting monthly profits by 15 percent • Multi-task customer service interactions and processing and counting duties on a daily basis • Process deposits, withdrawals, and payments quickly and accurately • Assist customers
with inquiries concerning
financial specialists,
specific services, and account informationBank Teller — Trenton First Bank — Trenton, NJ — 6/2010 to 4/2014 • Resolved account discrepancies and customer complaints in a professional and timely manner, resulting in a 15 percent increase in customer satisfaction ratings, the highest in branch history • Prepared daily branch reports concerning cash amounts and daily transaction for the branch manager • Tested and immediately reported counterfeit currency to the head manager in accordance
with safety protocol and procedures • Helped customers open and close accounts, make payments, and deposit and withdraw money into their accounts on a daily basis
Coordinated
with the Continuous Improvement and Design Department to reduce labor expense by 22 % Review
financial statements, sales and activity reports Adjust projection data to measure productivity and manage expenses Manage staff, prepare work schedules, and assign
specific duties per leadership skills Establish and implement departmental policies,
goals, objectives, and procedures Determine staffing requirements such as interviews, hiring, and training new employees Plan, direct, and coordinate activities such as sales promotions across multiple departments to exceed sales
goals Coach and provide real time feedback to employees to assist
with development and expectations Research and analyze process breakdowns and coordinate
with appropriate employees to identify and solve problems Writes and administers effective documentation.
Event Meeting Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Responsible for varied special event coordination from conception to implementation Oversee event logistics including audio / visual technology, venue, catering, and travel arrangements Manage volunteers and junior staff members ensuring effective, efficient, and professional operations Design and implement strategic business plans, integrated marketing campaigns, and research initiatives Set and strictly adhere to departmental budgets and timelines Create, launch, and manage «Homeowners Helping the Homeless» a nationwide
financial assistance program Recognized for excellence as a relator, sales executive, and customer service specialist Represent company brand
with poise, integrity, and positivity 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships
with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Perform all duties in a professional and courteous manner
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics 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 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics 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 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 Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales
goals through networking, cold calling, and other tactics 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 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 Negotiate and execute contracts
with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate
with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results 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 project timelines
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied
financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial portfolios for more than fifty clients Generate record sales of
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results 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 Build and strengthen relationships
with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact
with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and p
financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company
goals Represent company brand
with poise, integrity, and positivity
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
Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales
goals through networking, cold calling, and other tactics 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 Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts
with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs 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 Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic
financial reports to fellow members of senior leadership
Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales
goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform 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 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 Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall
financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements
with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand
with poise, integrity, and positivity
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 Experience JP Morgan Chase (Tempe, AZ) 3/2006 — Present Assistant Vice President — Prime Securitized Collections (4/2010 — Present) • Recommend and implement
specific procedures to ensure maximum effectiveness and efficiency of service, while establishing efficient operational policies, technological support systems and budgets • Assist in long - term strategic planning for related departmental section, ensuring the attainment of all departmental
goals through detailed reporting, trend utilization, and performance tracking • Hold responsibility for the compilation and analysis of statistical data relative to unit productivity, monitoring live calls and providing feedback to staff, coaching, and issue resolution concerning collection and loss mitigation activities • Manage various teams of supervisors, including personnel issue resolution and functional task delegation • Utilize exceptional problem solving abilities while dealing
with conflicting
financial and personnel variables, developing and recommending viable courses of action as required • Ensure timely performance management of all staff, communicating expectations and closely supervising job functions • Travel to Manila to train staff on loss mitigation processes, train supervisors on procedural adherence, develop customer satisfaction, negotiations, and conflict management documents, and facilitate training class utilization
We offer a wide range of traditional, fixed - rate mortgage programs
with various terms that can be tailored to fit your
specific needs and long - term
financial goals.
The scenarios listed below describe
specific needs
with possible HECM configurations that might be best suited to meet the borrower's
financial goals and needs.