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Top 20 companies that use Financial Products

Companies that use financial products include J.P. Morgan, Pwc, Deloitte, and several other companies.

What companies use Financial Products the most?

1. J.P. Morgan

Zippia score 4.6

Most common skills for J.P. Morgan:

  • Securities
  • Risk Management
  • Due Diligence
  • Project Management
  • Client Relationships
  • Java

2. Pwc

Zippia score 4.8

Most common skills for Pwc:

  • Financial Statements
  • Project Management
  • Real Estate
  • Sarbanes-Oxley
  • Internal Controls
  • ERP

3. Deloitte

Zippia score 4.7

Most common skills for Deloitte:

  • Project Management
  • Java
  • Business Development
  • Process Improvement
  • Business Process
  • Financial Statements

4. JPMorgan Chase & Co.

Zippia score 4.8

How JPMorgan Chase & Co. uses Financial Products:

  • Promoted and cross-sold consumer financial products focusing on investment products and lending products.
  • Offer and sell financial products and services that meet customers and small business needs.
  • Managed customer portfolio, serviced relationships, and cross-sold financial products to acquire 100% of the customer's business.

Most common skills for JPMorgan Chase & Co.:

  • Customer Service
  • QA
  • Process Improvement
  • Customer Inquiries
  • Customer Accounts
  • SharePoint

5. U.S. Bank

Zippia score 4.6

How U.S. Bank uses Financial Products:

  • Generate quality referrals of additional financial products and services to other departments within the bank.
  • Managed financial products and services, including extension of credit to existing and potential clients.
  • General customer service, selling financial products, meeting quota's and handled safe deposit boxes.

Most common skills for U.S. Bank:

  • Customer Service
  • ATM
  • Credit Card
  • Loan Applications
  • Bank Products
  • Customer Accounts

6. Morgan Stanley

Zippia score 4.6

How Morgan Stanley uses Financial Products:

  • Educated clients to make informed decisions on risk-appropriate financial products and solutions
  • Focused on sales of various financial products through superior customer service and attention to client needs.
  • Managed client accounts with portfolio analysis to direct optimal investment vehicles and financial products to maximize investment returns.

Most common skills for Morgan Stanley:

  • Securities
  • Java
  • Risk Management
  • SharePoint
  • Fixed Income
  • Derivative

7. PLS

Zippia score 4.6

How PLS uses Financial Products:

  • Answered customer concerns and questions on financial products and company policies.

Most common skills for PLS:

  • Customer Service
  • Commercial Buildings
  • Expense Reports
  • Customer Accounts
  • Financial Statements
  • Bank Statements

8. Goldman Sachs

Zippia score 4.8

How Goldman Sachs uses Financial Products:

  • Structured financial products to allow clients to make efficient use of market dislocations and express their macroeconomic views.

Most common skills for Goldman Sachs:

  • PowerPoint
  • Derivative
  • Java
  • Securities
  • Linux
  • Fixed Income

9. Modern Woodmen of America

Zippia score 4.5

How Modern Woodmen of America uses Financial Products:

  • Matched our financial products to those needs and goals
  • Learned knowledge about financial products IRA's, 401k, Insurances, Etc.
  • Explained the advantages of a fraternal organization and all their financial products.

Most common skills for Modern Woodmen of America:

  • Life Insurance
  • JPA
  • Underwriting Guidelines
  • Financial Products
  • Ajax
  • Annuities

10. Texas Capital Bank

Zippia score 4.5

Most common skills for Texas Capital Bank:

  • User Stories
  • ETL
  • Due Diligence
  • JBoss
  • Data Warehouse
  • Financial Statements

11. Navy Federal Credit Union

Zippia score 4.7

How Navy Federal Credit Union uses Financial Products:

  • Assisted members with transactions Advised members on best financial products available Coordinated with business units to assist members

Most common skills for Navy Federal Credit Union:

  • Credit Card
  • Loan Applications
  • Bank Secrecy Act
  • Delinquent Accounts
  • Negotiable Instruments
  • Past Due Accounts

12. Brown & Brown

Zippia score 4.6

Most common skills for Brown & Brown:

  • ACH
  • Office Equipment
  • Data Entry
  • Reconciliations
  • Commodities
  • Insurance Carriers

13. Cadence Bank

Zippia score 4.7

Most common skills for Cadence Bank:

  • Bank Secrecy Act
  • Internal Controls
  • VoIP
  • USDA
  • Loan Portfolio
  • Loan Payments

14. Western & Southern Financial Group

Zippia score 4.8

How Western & Southern Financial Group uses Financial Products:

  • Advised prospective and current clients on the appropriate financial products to suit their needs and overall budget.
  • Licensed agent for sales of life insurance, and related financial products.
  • Complete continuing education classes to keep license current while also staying current on health, life and financial products.

Most common skills for Western & Southern Financial Group:

  • Annuities
  • Cold Calls
  • Financial Analysis
  • Financial Products
  • Data Analysis
  • Quality Customer Service

15. AAA AUTO

Zippia score 4.5

Most common skills for AAA AUTO:

  • AAA
  • Monetary Transactions
  • Customer Service
  • Outbound Calls
  • ITIL
  • Creative Development

16. IDT

Zippia score 4.4

Most common skills for IDT:

  • Risk Assessments
  • Sales Volume
  • Customer Service
  • Due Diligence
  • Network Operations
  • Web Services

17. Farmers Insurance

Zippia score 4.4

How Farmers Insurance uses Financial Products:

  • Offer a wide range of insurance and financial products to match client needs.
  • Developed a comprehensive knowledge of insurance and financial products.
  • Owned and operated insurance agency; marketed and sold all lines of insurance and financial products.

Most common skills for Farmers Insurance:

  • Customer Service
  • Insurance Policies
  • Policy Changes
  • Litigation
  • Claims Handling
  • Insurance Claims

18. Axos Bank

Zippia score 4.5

Most common skills for Axos Bank:

  • Password Resets
  • Application Support
  • OFAC
  • Capital Markets
  • Financial Transactions
  • Performance Reviews

19. Webster Bank

Zippia score 4.6

Most common skills for Webster Bank:

  • Jenkins
  • Customer Transactions
  • Architecture
  • Performance Management
  • Cash Handling
  • QA

20. Citi

Zippia score 4.6

How Citi uses Financial Products:

  • Assessed the complexity and suitability of financial products based on clients' need.
  • Introduced financial products to customers.
  • Marketed financial products and services to individuals and businesses with emphasis on winning new clients and expanding existing relationships.

Most common skills for Citi:

  • Customer Service
  • Project Management
  • Outbound Calls
  • UAT
  • Unix
  • Credit Card

Other skills