10 Finance Jobs in West Wales

process in order to ensure projects are delivered on time and to budget Working alongside the commercial team to understand contractual agreements, review the financial performance of a project and support the procurement process Understanding H&S requirements and how to comply with safe working practices Managing day to day more »

leave options 👩‍💻 Remote Working – We offer part-time remote working for all of our staff 🤗 Paid counselling – We offer paid counselling as well as financial and legal advice more »

leave options👩‍💻 Remote Working – We offer part-time remote working for all of our staff🤗 Paid counselling – We offer paid counselling as well as financial and legal advice more »

mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring … appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial … relationships. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive more »

people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of … accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. Responsibilities: Sales - Achieve individual and/or team financial, production and … functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement more »

events, to include the development and maintenance of project plans and project documentation, resources, and information systems, stakeholder management, co-ordinating regular update reports, financial tracking, and tracking progress against project KPIs. Another element of the role is to provide support into the development of products, including relevant research, scoping more »

Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well … include, but are not necessarily limited to, the following: Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial banking Provide financial advice … of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role License or Certification Type: Series 6 or 7, 63 and state specific life more »

client maximize the ERP system to provide timely and accurate information. Skills & Abilities: Dynamics 365 F &O System Administration: · Manage and administer Dynamics 365 Finance and Operations to ensure optimal performance and reliability. · Implement and oversee security measures to safeguard system data and user access. Customization and Configuration: · Customize Dynamics … Finance and Operations to meet specific business requirements. · Configure modules and workflows to enhance system functionality. Integration and Collaboration: · Collaborate with other IT personnel and departments to integrate Dynamics 365 Finance and Operations with existing systems and applications. · Ensure effective communication and collaboration between IT and end-users. Troubleshooting and … Support: · Provide technical support and troubleshooting for Dynamics 365 Finance and Operations issues. · Work closely with end-users to identify and resolve system-related issues in a timely manner. · Work with ERP Business Analyst for improved ERP performance Program Management · Experience of supporting end-to-end complex software development, and more »

Job DescriptionSenior Project CoordinatorLocation: Hybrid Working - SwanseaSalary: Up to £40,000 + benefitsCPS Group is proud to partner with a global leader in computer and network security, seeking a Senior Project Coordinator to enhance their rapidly expanding team!Role Overview more »

Senior Project Coordinator Location: Hybrid Working - Swansea Salary: Up to £40,000 + benefits CPS Group is proud to partner with a global leader in computer and network security, seeking a Senior Project Coordinator to enhance their rapidly expanding team more »