financial services consultant

FlagStar Bank

<div>Position Title
Branch Banking Client Consultant I - Port St. Lucie FL 
Location
Port St. Lucie, FL 34986-1764 
Job Summary
Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. 
Job Responsibilities:<ul><li>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative</li><li>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including but not limited to referrals.</li><li>
Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.</li></ul>
ADDITIONAL ACCOUNTABILITIES<ul><li>
Performs special projects, and additional duties and responsibilities as required.</li><li>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</li></ul>
JOB REQUIREMENTS
Required Qualifications:<ul><li>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent</li><li>
Minimum experience required: 0 &ndash; 3 years of customer service and sales experience</li></ul> 
Preferred Qualifications:<ul><li>
Experience in financial services industry.</li></ul> 
Job Competencies:<ul><li>
Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>
Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.</li><li>
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>
Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul>
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank</div>

Branch Banking Client Consultant I - Port St. Lucie FL

Forvis Mazars in Qatar

<div>Job Summary

We are seeking a highly experienced Administrative and Financial Consultant to provide strategic advisory services, enhance organizational performance, and support decision-making through data-driven insights. The ideal candidate will bring strong expertise in administrative development, financial consulting, and strategic planning, with the ability to deliver practical solutions aligned with regulatory frameworks and organizational objectives.

Key Responsibilities

<ul><li>Provide strategic planning support and lead administrative development initiatives to improve organizational efficiency and effectiveness.
</li><li>Deliver specialized financial and administrative consulting services, including organizational structuring and process optimization.
</li><li>Design and deliver training programs to develop human capital and build professional capabilities within the organization.
</li><li>Conduct data analysis, define objectives, and develop strategies, operational plans, and workflow processes.
</li><li>Prepare reports, performance targets, and strategic plans in compliance with applicable laws, regulations, and governance frameworks.
</li><li>Support decision-makers by providing accurate data, actionable insights, and well-founded recommendations.
</li><li>Draft, review, and evaluate memorandums, policies, and specialized administrative and financial reports.
</li><li>Provide expert financial advice tailored to specific business needs and emerging challenges.
</li><li>Monitor trends and advancements in administrative and financial practices, proposing innovative solutions aligned with organizational goals.
</li><li>Review observations and reports issued by regulatory authorities and provide expert opinions supported by legal and regulatory frameworks.
</li></ul>Qualifications

<ul><li>Bachelor&rsquo;s degree in Business Administration, Economics, Finance, Supply Chain Management, or a related field.
</li><li>Professional certification from a recognized international body is required (e.g., CPE, AICP, CCMP, CMA, or equivalent).
</li></ul>Experience

<ul><li>Minimum of 10 years of relevant experience in administrative consulting, organizational development, strategic planning, and financial advisory.
</li><li>Proven consulting experience within the government or public sector.
</li><li>Prior experience in accounting, budgeting, and change management initiatives.
</li><li>Strong knowledge of applicable laws and regulations, including Human Resources laws, and tendering and procurement regulations.
</li></ul>Core Competencies &amp; Skills

<ul><li>Advanced skills in organizational development, strategic planning, and performance management (KPIs).
</li><li>Strong analytical and problem-solving capabilities with attention to detail.
</li><li>Solid legal and regulatory understanding relevant to administrative and financial advisory.
</li><li>Excellent research and data collection skills to support high-quality studies and recommendations.
</li><li>Exceptional communication skills (written and verbal); Arabic is mandatory, with strong proficiency in English.
</li><li>High-level report writing and presentation skills, including the ability to develop strategies, policies, and recommendations clearly and effectively.
</li><li>Ability to simplify and communicate complex information in a clear and structured manner.
</li><li>Broad awareness of local, regional, and international developments in administration and finance.
</li><li>Proficiency in Microsoft Office applications, particularly Excel and presentation tools.
</li></ul>Behavioral Competencies &amp; Work Conditions

<ul><li>Demonstrates professionalism, integrity, and strict confidentiality in all engagements.
</li><li>Exhibits strong commitment, discipline, and accountability.
</li><li>Collaborates effectively with teams and provides objective guidance to enhance workflow and performance.
</li><li>Ensures compliance with management directives and organizational policies.
</li><li>Fluent in Arabic (spoken and written) with strong command of English.
</li><li>Possesses a solid understanding of technical project terminology, including systems, networks, and engineering-related concepts, particularly in construction environments.</li></ul></div>

Administrative and Financial Consultant

<div>Position Title
Branch Banking Client Consultant II - Oceanside NY
Location
Oceanside, NY 11572
Job Summary
Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. 
 
Pay Range $17 - $25.06/hr.
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:<div><div><ul><li>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.</li><li>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.</li><li>
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.</li></ul></div><div> 
ADDITIONAL ACCOUNTABILITIES</div><div><ul><li>
Performs more moderately complex special projects, and additional duties and responsibilities as required.</li><li>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</li></ul></div><div> 
JOB REQUIREMENTS
Required Qualifications:</div><div><div><div><ul><li>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.</li><li>
Minimum experience required: 4 &ndash; 5 years customer service and sales experience, (including in the financial services industry.</li><li>
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.</li><li>
Ability to train and mentor others, including products and platform procedures</li></ul></div></div></div></div><div><div>
Preferred Qualifications:</div><div><ul><li>
Experience in financial services industry preferred.</li><li>
Experience with using and demonstrating digital products and self-service technologies</li></ul></div><div><h2 class="jobSectionHeader">
Job Competencies:
</h2><ul><li>Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>
Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.</li><li>
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>
Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul></div></div>
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank</div>

Branch Banking Client Consultant II - Oceanside NY

<div>Position Title
Branch Banking Client Consultant II
Location
Massapequa, NY 11758
Job Summary
Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. 
 
Pay Range: $19.13- $28.00
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:<div><div>
JOB RESPONSIBILITIES</div><div><ul><li>
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.</li></ul></div><div><ul><li>
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.</li></ul></div><div><ul><li>
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.</li></ul></div><div> 
ADDITIONAL ACCOUNTABILITIES</div><div><ul><li>
Performs more moderately complex special projects, and additional duties and responsibilities as required.</li></ul></div><div><ul><li>
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.</li></ul></div><div> 
JOB REQUIREMENTS
Required Qualifications:</div><div><div><div><ul><li>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
</li></ul></div><div><ul><li>Minimum experience required: 4 &ndash; 5 years customer service and sales experience, (including in the financial services industry</li></ul></div></div><div><div><ul><li>
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.</li></ul></div><div><ul><li>
Ability to train and mentor others, including products and platform procedures</li></ul></div></div></div></div><div><div>
Preferred Qualifications:</div><div><ul><li>
Experience in financial services industry preferred.</li></ul></div><div><ul><li>
Experience with using and demonstrating digital products and self-service technologies</li></ul></div><div><h2 class="jobSectionHeader">
Job Competencies:
</h2><ul><li>Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>
Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.</li><li>
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>
Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul></div></div>
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank</div>

Branch Banking Client Consultant II

<div>Job Summary

We are seeking a highly experienced HR Financial Consultant to provide specialized financial oversight and advisory support related to human resources operations. The role focuses on payroll auditing, benefits calculations, budget preparation, and compliance with applicable laws and regulations. The ideal candidate will combine strong financial expertise with deep knowledge of HR practices, ensuring accuracy, transparency, and alignment with government frameworks.

Key Responsibilities

<ul><li>Provide financial advisory services related to human resources functions, including payroll, benefits, and allowances.
</li><li>Train and develop Qatari national cadres on HR financial processes, including preparation of personnel transactions and end-of-service benefits.
</li><li>Review and validate monthly payroll, promotions, and employee salary adjustments.
</li><li>Audit disbursement of allowances, including payments related to committees and special assignments.
</li><li>Identify and calculate financial discrepancies impacting salaries, benefits, and entitlements.
</li><li>Ensure accuracy and compliance of HR financial transactions with applicable laws and regulations.
</li><li>Participate in the preparation of the annual HR budget (Chapter One), including workforce cost planning and forecasting.
</li><li>Prepare official correspondence and financial justifications for submission to the Ministry of Finance (e.g., budget transfers, reinforcements, and reallocations).
</li><li>Conduct periodic reviews of HR financial operations and recommend improvements to enhance efficiency and control.
</li><li>Support management with detailed financial reports, analyses, and recommendations related to HR expenditures.
</li><li>Collaborate with HR, finance, and other departments to ensure alignment and accuracy of financial data.
</li><li>Provide expert advice based on legal and regulatory frameworks governing HR and financial practices.
</li><li>Perform additional duties as assigned by the Director of Administration or Head of Department.
</li></ul>Qualifications

<ul><li>Bachelor&rsquo;s degree in Accounting or a related field.
</li></ul>Experience

<ul><li>Minimum of 10 years of experience in accounting, auditing, and HR financial operations.
</li><li>Extensive experience in payroll, employee benefits, and HR-related financial processes.
</li><li>Strong experience in government budgeting (Chapter One) and financial controls.
</li><li>Solid knowledge of Qatari Human Resources Law and related financial regulations.</li></ul> 

Core Competencies &amp; Skills

<ul><li>Strong expertise in payroll auditing, financial review, and HR financial analysis.
</li><li>Ability to interpret and apply legal frameworks in HR financial matters.
</li><li>Advanced analytical skills with attention to detail and accuracy.
</li><li>Strong research skills to support studies and decision-making processes.
</li><li>Excellent report writing and presentation skills in Arabic.
</li><li>Effective communication skills (verbal and written), with the ability to engage stakeholders professionally.
</li><li>Ability to prepare financial studies, statements, and advisory reports related to HR operations.
</li></ul>Behavioral Competencies &amp; Work Conditions

<ul><li>Demonstrates professionalism, integrity, and strict confidentiality.
</li><li>Shows strong commitment, discipline, and accountability.
</li><li>Works collaboratively and provides objective guidance to improve processes and performance.
</li><li>Complies with organizational policies and management directives.
</li><li>Maintains a high standard of conduct and supports a positive and productive work environment</li></ul></div>

HR Financial Consultant

Candescent

<div>
 Candescent is the largest non-core digital banking provider. We bring together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes on any core. Our Candescent solutions power the top three U.S. mobile banking apps and are trusted by banks and credit unions of all sizes.
 
 
 We offer an extensive portfolio of industry-leading products and services with an extensible ecosystem of out-of-the-box and integrated partner solutions. In addition, our API-first architecture and developer tools enable financial institutions to optimize and expand upon their existing capabilities by seamlessly integrating custom-built or third-party solutions. And our connected in-person, remote and digital experiences reinvent customer service across all channels.
 
 
 Self-service configuration and marketing tools give financial institutions greater control of their branding, targeted messaging and overall user experience. And data-driven analytics and reporting tools provide valuable insights to help drive continued growth and profitability. From conversions and implementations to custom development and customer care, our clients get expert, end-to-end support at every step.
 
 
 Transformation Consultant
 
 
 
 EEO Statement
 
 
 
 Integrated into our shared values is Candescent&rsquo;s commitment to diversity and equal employment opportunity. All qualified applicants will receive consideration for employment without regard to sex, age, race, color, creed, religion, national origin, disability, sexual orientation, gender identity, veteran status, military service, genetic information, or any other characteristic or conduct protected by law. Candescent is committed to being a globally inclusive company where all people are treated fairly, recognized for their individuality, promoted based on performance and encouraged to strive to reach their full potential. We believe in understanding and respecting differences among all people. Every individual at Candescent has an ongoing responsibility to respect and support a globally diverse environment.
 
 
 
 Statement to Third Party Agencies
 
 
 
 To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
</div>

Business Operations Consultant

Terac

<div>Share your expert perspective on intricate financial situations in a 40-minute interview to help shape future guidance and resources within the financial sector.<h2 class="jobSectionHeader">
Financial Services Research Opportunity</h2>
We are seeking professionals within the financial services industry to participate in an expert review. This research aims to gather valuable insights into how experienced individuals approach and interpret complex financial scenarios. Your candid feedback is crucial in helping us understand real-world considerations and improve future financial guidance and tools.During this 40-minute session, you will engage in a structured conversation about various hypothetical financial situations. Your unique professional perspective will help us gain a deeper understanding of the nuances involved in client financial management and strategic planning. This is an excellent opportunity to contribute your expertise and influence the development of resources for the broader financial community.Your participation is essential for refining our understanding of industry practices and challenges. We value your time and thoughtful contributions.<h2 class="jobSectionHeader">
Responsibilities:</h2><ul><li>
Engage in a 40-minute expert review session</li><li>
Discuss various complex financial scenarios and hypothetical situations</li><li>
Provide candid professional feedback and perspectives</li><li>
Share insights on approaches to client financial considerations</li></ul><h2 class="jobSectionHeader">
Requirements:</h2><ul><li>
Professionals with experience guiding clients through financial considerations</li><li>
Individuals who possess a deep understanding of complex financial situations</li><li>
Those eager to contribute their expertise to improve financial guidance resources</li><li>
People working within the financial services industry</li></ul><h2 class="jobSectionHeader">
Compensation:</h2>
USD 58.80-84.00 for the interview<h2 class="jobSectionHeader">
Ready to participate?</h2>
Start your paid interview now</div>

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