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19 jobs that use Financial Transactions the most

Jobs that use financial transactions the most include personal service representative, retail service representative, and finance processing clerk.

What jobs use Financial Transactions the most?

1. Personal Service Representative

How personal service representative uses Financial Transactions:

  • Utilize federal and state Medicaid health guidelines to implement proper manage care according to departmental policies and procedures.
  • Input and maintain ATM and debit cards within system.
  • Comply with HIPAA standards in all patient documentation and interactions

Most common skills for personal service representative:

  • Financial Transactions
  • Quality Customer Service
  • Support Services
  • Community Resources
  • ACH
  • Workforce Solutions

2. Retail Service Representative

How retail service representative uses Financial Transactions:

  • Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
  • Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
  • Manage Nintendo's promotional programs; secure and maintain point-of-purchase displays that alert customers to brand availability.

Most common skills for retail service representative:

  • Bank Products
  • Financial Transactions
  • Data Entry
  • Retail Service
  • Customer Service
  • Sales Floor

3. Finance Processing Clerk

How finance processing clerk uses Financial Transactions:

  • Manage resident's private information for insurance verification, billing, and eligibility to apply for Medicaid.
  • Create various disbursements such as checks, wires and ACH's.
  • Execute origination process, reports and research information for certification.

Most common skills for finance processing clerk:

  • Data Entry
  • Financial Transactions
  • Outbound Calls
  • Student Loans
  • Title IV
  • External Regulations

4. Banking Associate

How banking associate uses Financial Transactions:

  • Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
  • Develop working relationships with clients by providing exceptional customer service while utilizing a focuse cross-sell strategy.
  • Follow up with customers regarding KYC and other account relate updates.

Most common skills for banking associate:

  • Excellent Interpersonal
  • Strong Customer Service
  • Financial Transactions
  • Financial Services
  • PowerPoint
  • Financial Solutions

5. Internal Revenue Agent

How internal revenue agent uses Financial Transactions:

  • Manage teams of cooperating agents from areas such as international taxation, employment tax, and economists when conducting tax audits.
  • Utilize computer technology to access legal bulletins, IRS notices, and tax-relate court decisions.
  • Conduct workshops on occasion in specific areas of the tax law and regarding IRS procedures.

Most common skills for internal revenue agent:

  • Partnerships
  • CPA
  • IRS
  • Financial Transactions
  • Income Tax Returns
  • Tax Issues

6. Sales And Service Associate

How sales and service associate uses Financial Transactions:

  • Set and achieve monthly goals in new accounts and investment referrals; encourage cross-sells of services as per management
  • Experience booking and closing loans.
  • Collaborate with agents in booking appointments and fielding calls.

Most common skills for sales and service associate:

  • Sound Judgment
  • Sales Process
  • Customer Problems
  • Financial Transactions
  • Product Knowledge
  • Outbound Calls

7. Revenue Agent

How revenue agent uses Financial Transactions:

  • Review accounts as a part of due diligence and regular anti-money laundering (AML) monitoring.
  • Audit individual, partnership, and corporate tax returns via face-to-face audits with the taxpayer, CPA, or attorney.
  • Approve client advertising proposals to ensure compliance with company policy and FDA regulations.

Most common skills for revenue agent:

  • Partnerships
  • CPA
  • Financial Transactions
  • Appeals
  • Business Operations
  • Business Entities

8. Receiving Teller

How receiving teller uses Financial Transactions:

  • 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

9. Record Keeper

How record keeper uses Financial Transactions:

  • Manage and organize all paperwork concerning caregivers and patients; organize filing system; ensure operation of electronic filing systems.
  • Verify that all requests are HIPAA compliant.
  • Make sure that all HIPPA regulations are follow through.

Most common skills for record keeper:

  • Recordkeeping
  • Data Entry
  • Retirement Plan
  • Financial Transactions
  • Bank Secrecy Act
  • IRS

10. Teller

How teller uses Financial Transactions:

  • Process commercial transaction including deposits, withdrawals and loan payments selling monetary instruments.
  • Compile with the bank secrecy act.
  • Process treasury, tax and loan payments.

Most common skills for teller:

  • Cash Handling
  • Customer Service
  • Financial Transactions
  • Math
  • Bank Products
  • ATM

11. Lead Teller

How lead teller uses Financial Transactions:

  • Achieve quarterly sale goals through upselling and referrals to financial specialist.
  • Assist tellers with completion of CRT and BSA forms.
  • Prepare and review currency transaction, secrecy act, and monetary instrument reports.

Most common skills for lead teller:

  • Customer Service
  • Financial Transactions
  • Cash Handling
  • Customer Interaction
  • Product Knowledge
  • Security Procedures

12. Bank Clerk

How bank clerk uses Financial Transactions:

  • Manage resident's private information for insurance verification, billing, and eligibility to apply for Medicaid.
  • Work on A/R and billing for a manufacturing company specializing in premium orthopedic, reconstructive and postoperative products.
  • Respond to inquiries from internal organization and external customers regarding package processing, delivery information and services offer by USPS stores.

Most common skills for bank clerk:

  • Data Entry
  • Cash Handling
  • Loan Payments
  • Financial Transactions
  • Customer Service Actions
  • ACH

13. Finance Technician

How finance technician uses Financial Transactions:

  • Develop expertise in use of PeopleSoft system to manage balance accounts for quarterly investment portfolio.
  • Transmit data to MAJCOM, HQ USAF, & DoD timely.
  • Provide debt management for the DOD and service members.

Most common skills for finance technician:

  • Financial Reports
  • Financial Management
  • Review Contracts
  • Financial Transactions
  • Treasury
  • Bonds

14. Teller Manager

How teller manager uses Financial Transactions:

  • Manage the operation and maintenance of the plants DCS system and 40 PLCs plant-wide.
  • Design proprietary PLC control systems for both onshore and onshore application.
  • Implement the ATM application with Java.

Most common skills for teller manager:

  • Security Procedures
  • Quality Customer Service
  • Financial Transactions
  • ATM
  • Bank Policies
  • Foreign Currency

15. Food Stand Manager

How food stand manager uses Financial Transactions:

  • Participate in all stages of inventory management from receiving product to delivery to individual locations.
  • Train all new team members on RF technology and pick to light systems.
  • Maintain weekly management of inventory both ordering and accounting for the inventory.

Most common skills for food stand manager:

  • Food Service
  • Food Preparation
  • Inventory Control
  • Financial Transactions
  • Customer Complaints
  • Concession Stand

16. Drive-In Teller

How drive-in teller uses Financial Transactions:

  • Calculate gross revenue by location and managing the data in AS400.
  • Provide additional products to customers, including money orders, cashier's checks, traveler's checks, and savings bonds.
  • Analyze customer's needs, determine appropriate products and services and uncover additional cross-selling opportunities with existing and prospective clients.

Most common skills for drive-in teller:

  • Customer Service
  • Cashier Checks
  • Cash Handling
  • Financial Transactions
  • Bank Products
  • Customer Transactions

17. Treasurer

How treasurer uses Financial Transactions:

  • Manage accounting department to include A/R and A/P staff.
  • Organize and manage several school functions/activities, assist school personnel, make PTA purchases, and balance the checkbook.
  • Trust with managing all financial accounts associate with the fraternity and prepare organized financial statements for all members and alumni.

Most common skills for treasurer:

  • Payroll
  • Fraternity
  • Bank Accounts
  • Community Services
  • Financial Transactions
  • QuickBooks

18. Customer Service Senior Associate

How customer service senior associate uses Financial Transactions:

  • Interact extensively with customers to achieve timely issue resolution while maintaining high standards for dock organization and cleanliness.
  • Communicate with center leadership and corporate customers any observe performance gaps; tracking and analyzing compliance to call center service standards.
  • Receive and process payments on POS system and MPOS systems.

Most common skills for customer service senior associate:

  • Data Entry
  • Customer Service Associates
  • Customer Inquiries
  • Customer Calls
  • Financial Transactions
  • Customer Complaints

19. Cashier Operator

How cashier operator uses Financial Transactions:

  • Manage floor plans, conduct reservations over the phone as well as in person.
  • Evaluate, purchase and programme POS system.
  • Utilize basic computation and mathematics, and maintain electronic registers for all payment transactions including cash and credit cards.

Most common skills for cashier operator:

  • Customer Service
  • Sales Floor
  • Drive-Thru
  • POS
  • Financial Transactions
  • Customer Accounts

Other skills