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17 jobs that use Financial Institutions the most

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Jobs that use financial institutions the most include adjustment clerk, receiving teller, and item processing clerk.

What jobs use Financial Institutions the most?

1. Adjustment Clerk

How adjustment clerk uses Financial Institutions:

  • Image documents using IBM and NCR sorter machines, achieving high production while maintaining high quality control.
  • Post daily payments from Lockbox to patient accounts.
  • Photocopy and balance payments to accounts for Lockbox customers.

Most common skills for adjustment clerk:

  • Financial Institutions
  • Interest Checks
  • General Ledger Accounts
  • Debit
  • Data Entry
  • Customer Inquiries

2. Receiving Teller

How receiving teller uses Financial Institutions:

  • Cross-Train in vault operations, ATM operations, and cash item collection procedures.
  • Analyze customer's needs, determine appropriate products and services and uncover additional cross-selling opportunities with existing and prospective clients.
  • Interpret and accurately process customer requests and transactions according to TCF guidelines.

Most common skills for receiving teller:

  • Data Entry
  • ATM
  • Financial Institutions
  • Financial Transactions
  • Direct Supervision
  • Cash

3. Item Processing Clerk

How item processing clerk uses Financial Institutions:

  • Image documents using IBM and NCR sorter machines, achieving high production while maintaining high quality control.
  • Demonstrate strong math skills in managing inmate s accounts and calmly and effectively deescalating outbursts of belligerent inmates.
  • Solve issues members would have with accounts and transactions at the ATM.

Most common skills for item processing clerk:

  • Process Checks
  • Financial Institutions
  • Data Entry
  • ATM
  • Account Numbers
  • Lockbox

4. Finance Compliance Examiner

How finance compliance examiner uses Financial Institutions:

  • Lead a team to review new HCBS final rules settings as outlined by CMS for all contract provider agencies.
  • Verify OFAC policies are being follow and dispositions are adequate.
  • Work 314b information request cases, evaluate cases for SAR/no SAR filing.

Most common skills for finance compliance examiner:

  • Financial Institutions
  • Audit Reports
  • Financial Statements
  • Securities
  • Internal Controls
  • Financial Data

5. Credit Union Examiner

How credit union examiner uses Financial Institutions:

  • Manage daily claims operations for Medicaid and Medicare plan.
  • Balance all key accounts and assure they are in compliance with GAAP.
  • Develop operational procedures for collections of non-performing loans FDIC national manual.

Most common skills for credit union examiner:

  • Financial Statements
  • Internal Controls
  • GAAP
  • Financial Institutions
  • Risk Management
  • Credit Unions

6. Research Clerk

How research clerk uses Financial Institutions:

  • Demonstrate strong math skills in managing inmate s accounts and calmly and effectively deescalating outbursts of belligerent inmates.
  • Re-created personal and commercial bank statements as requested by customers or in compliance with court-issu subpoenas.
  • Process work to the proof operators to encode checks.

Most common skills for research clerk:

  • Telephone Inquiries
  • Customer Accounts
  • Financial Institutions
  • Subpoenas
  • Exception Reports
  • Legal Research

7. Economic Adviser

How economic adviser uses Financial Institutions:

  • Perform GIS inventory of city pedestrian infrastructure to achieve ADA compliance
  • Develop, specify, and test econometric models using time-series econometrics, panel-data econometrics, and limit dependent variable techniques.
  • Assist in planning and implementation of logistics automation initiatives relate to vehicle fleet management and repair parts management.

Most common skills for economic adviser:

  • Economic Analysis
  • Economic Development
  • Financial Institutions
  • Research Projects
  • Strategic Plan
  • Capacity Building

8. Finance/Sales Manager

How finance/sales manager uses Financial Institutions:

  • Control all leads for Mazda and Hyundai.
  • Manage the search engine optimization (SEO) team, and social media (SM) i.e.
  • Manage Facebook accounts and company website.

Most common skills for finance/sales manager:

  • Customer Service
  • Sales Professionals
  • Vehicle Inventory
  • Dealer Track
  • Financial Institutions
  • Annuities

9. Recovery Agent

How recovery agent uses Financial Institutions:

  • Manage patient focuse reports, collection modules, provider/facility A/R, collections, patient discharge letters.
  • Assist in ensuring that all the FDCPA and FCRA guidelines and regulations are being exercise.
  • Partner with the client to rapidly and economically sell REO properties in a timely manner.

Most common skills for recovery agent:

  • Debt Collection
  • Inbound Calls
  • Outbound Calls
  • Tow Truck
  • Financial Institutions
  • Payment Arrangements

10. Client Relations Representative

How client relations representative uses Financial Institutions:

  • Manage calendars; compile account records; create PowerPoint presentations for vendors, customers and investors.
  • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
  • Download, deploy, and troubleshoot credit card terminals.

Most common skills for client relations representative:

  • Client Accounts
  • Client Relations
  • Strong Problem-Solving
  • Financial Institutions
  • Customer Satisfaction
  • HR

11. Broker In Charge

How broker in charge uses Financial Institutions:

  • Manage all accounting, payroll, marketing, sales and training.
  • Manage payroll, accounting, collections, accounts payable/receivable and bookkeeping for company's expenses.
  • Manage daily operations of real estate firm including recruitment, licenses, renewals, MLS compliance, and contract preparation.

Most common skills for broker in charge:

  • Property Management
  • Trust Accounts
  • MLS
  • Financial Institutions
  • Escrow
  • Payroll

12. Senior Examiner

How senior examiner uses Financial Institutions:

  • Manage country wide litigate and non-litigate claims for TPA construction program.
  • Check vitals, blood draws, EKG's, urine collects, and processing all the paper work.
  • Conduct EKG and mount for submission.

Most common skills for senior examiner:

  • Risk Management
  • Digital Forensics
  • Encase
  • Financial Institutions
  • Regulatory Agencies
  • Extraction

13. Business Development & Sales Executive

How business development & sales executive uses Financial Institutions:

  • Lead centralized, electronic referral center coordinating post-acute service needs of patients discharging from multiple acute facilities in Arizona region.
  • Develop sales strategies, perform market analysis, present at industry events & utilize CRM software to streamline sales.
  • Analyze, recommend and implement a digital CRM database on behalf of the company.

Most common skills for business development & sales executive:

  • Cloud
  • Market Trends
  • CRM
  • Direct Sales
  • Financial Institutions
  • Financial Services

14. Renewable Energy Broker

How renewable energy broker uses Financial Institutions:

  • Design retrofit, manage project and conduct pre-and post-utility analysis.
  • Develop extensive models using MATLAB and LIM to predict NEPOOL, NYISO, and PJM loads and energy prices.
  • Experience in SalesForce and SketchUp.

Most common skills for renewable energy broker:

  • Renewable Energy
  • Salesforce
  • Hedge Funds
  • Financial Institutions
  • Product Packages
  • Partnerships

15. Fraud Prevention Specialist

How fraud prevention specialist uses Financial Institutions:

  • Accomplish investigations that meet the criteria for referrals to the OIG and/or the FBI.
  • Draft referrals to appropriate departments for SAR filing and further review/investigation.
  • Implement medically accurate, evidence base curriculum with the purpose of reducing teen pregnancy rates and behavioral risks underlying teen pregnancy.

Most common skills for fraud prevention specialist:

  • Fraud Prevention
  • Outbound Calls
  • Customer Service
  • Financial Institutions
  • Anti-Money Laundering
  • Management System

16. Fraud Investigator

How fraud investigator uses Financial Institutions:

  • Manage corporate-wide document production relative to complex litigation cases.
  • Detect and investigate fraudulent transactions such as money laundering, check forgeries, unauthorize ACH transfers and debit card fraud.
  • Review ISO reports and maintain close contact with police agencies working on fraud investigations.

Most common skills for fraud investigator:

  • Law Enforcement Agencies
  • Investigative Reports
  • Fraud Investigations
  • Criminal Justice
  • Financial Institutions
  • Fraud Claims

17. Vault Clerk

How vault clerk uses Financial Institutions:

  • Create and manage tasks assign relating to payment errors or missing EOB's.
  • Manage A/R transactions, prepare weekly account reconciliation's, perform research/ adjustments on A/P and A/R discrepancy accounts.
  • Maintain control of large sums of currency and coin.

Most common skills for vault clerk:

  • Data Entry
  • Bank Deposits
  • Serial Numbers
  • Check Deposits
  • Financial Institutions
  • ATM

Other skills

Updated December 28, 2023