374 service advisor jobs found

Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. This role requires that the candidate is located in the Chicago, IL area. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Software Engineer Lead, you will serve as a QED Domain Lead supporting the Distribution & Service (D&S) organization. This is a strategic technical leadership role where you'll drive quality engineering transformation and DevSecOps process improvements across the software delivery lifecycle. You'll partner directly with business collaborators to deliver measurable outcomes in automation, cycle time reduction, cost savings, and defect containment while optimizing CI/CD pipelines, implementing...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Mid Level Business Intelligence Analyst - Member Value, you will join our Member Value and will be instrumental in transforming member service experiences through in-depth, end-to-end analytics. You will uncover critical insights to drive higher member satisfaction and value, refine service strategies, and optimize performance. You will collaborate with business leaders, apply advanced analytical techniques, and translate complex data into clear, actionable recommendations that drive significant...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This position is responsible for overseeing Marketing and P&C Distribution and Service support for the Go-To-Market team. You will work cross-functionally with these critical partners to drive healthy product growth across all lines of business. The P&C Product Management Director is accountable for the achievement of property and casualty insurance (P&C) profit and growth targets in assigned state(s) or geographic region or on a national product basis. Develops strategic vision and tactical plan...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This role will be responsible for the P&L of the Personal Lines  Auto  Product at a national level for the Go-To-Market team. In this role you will partner with state and product stakeholders along the value chain to deliver successful product performance. As a dedicated P&C Product Development Director you are accountable for the achievement of property and casualty insurance (P&C) profit and growth targets in assigned state(s) or geographic region.  You will develop strategic vision and tactical...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This role will be responsible for the P&L of the Personal Lines  Property  Product at a national level for the Go-To-Market team. In this role you will partner with state and product stakeholders along the value chain to deliver successful product performance. As a dedicated P&C Product Development Director you are accountable for the achievement of property and casualty insurance (P&C) profit and growth targets in assigned state(s) or geographic region.  You will develop strategic vision and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Business Risk and Controls Advisor Senior, you will operate in the first line of defense, ensuring the effectiveness of risk and compliance management programs, risk analytics, and business operations. This role partners closely with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to advance key risk- and compliance-driven initiatives. You will support business leaders in adhering to the established risk framework and provide ongoing oversight of business...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated   Product Management   Advisor   I-Bank , you will   be a ccountable for conducting analysis, preparing insights, and   assisting   execution activities across the product lifecycle. Compiles,   analyzes   and interprets data to make strategic and tactical recommendations   pertaining to   sales performance. Enables product managers and directors to make informed strategic and operational decisions.     We offer a flexible work environment that requires an...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a talented, Manager, Recruiting for our USAA San Antonio, Texas corporate headquarters location. As a dedicated Manager, Recruiting, you will lead and manage a team of recruiters, driving the execution of effective talent acquisition strategies to meet the critical hiring needs of assigned business lines. Serves as a trusted advisor to business leaders, building positive relationships, providing insight into talent market trends, and ensuring the delivery of high-quality recruiting services....

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a talented Recruiting Manager based at our San Antonio, Texas corporate headquarters, or our locations in Charlotte, North Carolina, or Tampa, Florida. As a dedicated Recruiting Manager, you will lead and manage a team of recruiters, driving the execution of effective talent acquisition strategies to meet the critical hiring needs of assigned business lines. Serves as a trusted advisor to business leaders, building positive relationships, providing insight on talent market trends, and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Senior Compensation Advisor for the Total Rewards team , you will be responsible for the design, assessment, implementation and/or administration, practices and policies for executive benefit, perquisites, and deferred compensation programs. Ensures alignment with the total rewards philosophy and HR strategy.  Partners with HR Business Partners and senior leaders regarding administration and management of executive compensation and benefit programs. We offer a flexible work environment that...

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...

Description Summary: The LW - Trader II works closely with the Investment, Operations, Client Service and Wealth Advisor teams to ensure timely execution of rebalances and trades. Principal duties include working within our trading software system, order management system, assignment of investment models to new accounts, initiate rebalances, process raise cash requests, monitor cash balances and investing where appropriate. This role works through both automated and manual trading processes to ensure accurate implementation of Investment Committee and Wealth Advisor trade requests. Duties and Responsibilities: Team Responsibilities: Basic understanding of investment models and risk profile framework to assign appropriate models to new accounts. Rebalancing new and existing accounts. Monitor cash balances for investment, distributions, and fee collection. Execute equity, ETF and mutual fund trades....

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The opportunity:   The Client Relationship Executive (CRE) is responsible for the overall relationship and financial management of a portfolio of group benefit clients. This position is a key account management and revenue generating resource for policyholders, brokers and the Sun Life organization....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Representative PRIMARY PURPOSE : Provides disability case management and routine claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely payments/approvals and adjustments, medically managing disability claims; coordinates investigative efforts, thoroughly reviewing contested claims, negotiates return to work with or without job accommodations, and evaluates and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Process Owner Lead for Insurance Professional Experience , you will lead planning for highly complex processes including problem definition, evaluation of requirements, design, testing, and implementation of business processes. Understands the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Benefits Advisor Lead for Benefit Program Performance , you will be responsible for the assessment of benefit plans, programs, and services to ensures program performance is aligned with the total rewards philosophy and HR strategy. Provide data-based strategic insights and design solutions covering a wide range of benefit programs including health & welfare, retirement, work-life, total health management, voluntary benefits and time off programs. Leads efforts to monitor enterprise risk...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Lead Business Process Owner, you will lead planning for highly complex processes including problem definition, evaluation of requirements, design, testing, and implementation of business processes. Understands the process operating objectives, business rules, performance requirements, risks, controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...