- Wells Fargo (Virginia Beach, VA)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to… more
- Wells Fargo (Virginia Beach, VA)
- …and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with ... customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to… more
- Lincoln Financial Group (Virginia Beach, VA)
- …structure of reinsurance transactions to identify and communicate accounting issues , propose accounting resolutions, and communicate status to accounting ... a strong relationship with internal/external auditors as applicable and ensure identified issues are resolved in a collaborative manner. * Carries out duties in… more
- Lincoln Financial Group (Virginia Beach, VA)
- …GAAP (including SEC 10K and 10Q Investment related footnotes and disclosures), Management and Tax basis. You will be responsible for performing investments research, ... investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the… more
- Wells Fargo (Virginia Beach, VA)
- …transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization ... and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to… more