Total 8 Fresh/Entry Level Finance / Banking / Insurance job vacancies in FL - Plant City

MidPlaza Holding is looking for a highly motivated and dynamic Finance Management Trainee to join our Corporate Office team. This program is designed for recent graduates with a passion for finance, providing hands-on experience and exposure to various financial functions within the organization. The Finance Management Trainee will participate in training programs and work closely with experienced finance professionals to develop their skills and knowledge in financial management, analysis, and reporting. This is an excellent opportunity to kickstart your career in finance with a reputable company.

Responsibilities:

• Assist in daily financial operations.
• Support the financial reporting process by gathering data and preparing reports.
• Participate in budgeting and forecasting activities.
• Conduct financial analysis to support decision-making processes.
• Collaborate with various departments to gain a comprehensive understanding of business operations.
• Engage in training sessions and development programs to enhance financial skills and knowledge.

• Bachelor’s Degree, from Accounting, Finance, Business, or Economics from reputable universities.
• Minimum GPA: 3.0
• Fresh graduate or maximum of 2 years work experience
• Strong verbal, written, and presentation in English skill
• Proficient in Microsoft Office, especially Microsoft Excel
• Leadership experiences in campus or student organizations
• Growth mindset, resilience and ability to adapt
• Numerical and analytical thinking
• Willing to be placed in any of the MidPlaza’s Business Unit

• Private Health Insurance
• Training & Development

This full-time, permanent position offers a structured pathway for growth within an innovative, fast-growing company that?s reshaping the financial services landscape.
Key Responsibilities
In this role, you'll be a key player in the operations team, responsible for:


Providing essential administrative support for seamless loan processing.
Coordinating valuation orders and ensuring timely fee collection.
Assisting the sales team by preparing and delivering accurate quotes.
Managing data entry and maintaining up-to-date records.
Processing loans with precision and efficiency.
Preparing and distributing client loan statements.
The Successful will: 


A strong passion for finance and a keen interest in the industry.
Excellent prioritisation skills and high level of attention to detail.
Excellent written and verbal communication skills.
A positive, proactive attitude with a willingness to learn and grow.
Exceptional communication skills, both written and verbal.
The ability to
... Click here to view more detail / apply for Finance Graduate Role | Entry-Level Loans Administration Officer

MidPlaza Holding is looking for a highly motivated and dynamic Finance Management Trainee to join our Corporate Office team. This program is designed for recent graduates with a passion for finance, providing hands-on experience and exposure to various financial functions within the organization. The Finance Management Trainee will participate in training programs and work closely with experienced finance professionals to develop their skills and knowledge in financial management, analysis, and reporting. This is an excellent opportunity to kickstart your career in finance with a reputable company.

Responsibilities:

• Assist in daily financial operations.
• Support the financial reporting process by gathering data and preparing reports.
• Participate in budgeting and forecasting activities.
• Conduct financial analysis to support decision-making processes.
• Collaborate with various departments to gain a comprehensive understanding of business operations.
• Engage in training sessions and development programs to enhance financial skills and knowledge.

• Bachelor’s Degree, from Accounting, Finance, Business, or Economics from reputable universities.
• Minimum GPA: 3.0
• Fresh graduate or maximum of 2 years work experience
• Strong verbal, written, and presentation in English skill
• Proficient in Microsoft Office, especially Microsoft Excel
• Leadership experiences in campus or student organizations
• Growth mindset, resilience and ability to adapt
• Numerical and analytical thinking
• Willing to be placed in any of the MidPlaza’s Business Units

• Private Health Insurance
• Training & Development

To provide evidence based Cognitive Behavioural Therapy assessment and treatment to children, young people (CYP) and their families who have complex mental health difficulties.

To work autonomously within professional guidelines and within the overall framework of the Trust policies and procedures.

To be part of the RISE multi-disciplinary team delivering specialist interventions and provide expert clinical advice in MDT discussion.

To carry a CBT caseload and co-ordinate care for those children, young people and families on their caseload.



The Trust embraces the principles of Improving Working Lives, and all staff will be required to adhere to the standards laid down in this initiative.The post holder will be required to take part in an annual performance appraisal, where this job description will be reviewed, and objectives set. The Trust has a No Smoking Policy that prohibits any smoking whilst at work.To follow and adhere to the Trust’s Health and Safety Policies and instructions and be responsible for your own and others health and safety in the workplace.The post holder is expected to contribute to the creation of a working environment where everyone feels respected, valued, and treated with dignity. This job description is not exhaustive and may be amended in consultation with the post holder. It should be reviewed whenever major changes have been agreed to the post and should be reviewed as part of the annual appraisal process to ensure it remains an accurate reflection of the duties and responsibilities undertaken by the post holder.

At Coventry and Warwickshire Partnership NHS Trust (CWPT), we deliver a wide range of physical, mental health, learning disability and autism services, and are proud to serve communities across Coventry, Warwickshire and beyond.

We put ‘people at our heart’; this ethos is at the centre of everything we do and how we do it. We care for our staff and colleagues as much as they care for others and offer a wide range of benefits and development opportunities.

These include:
• · generous annual leave entitlement which increases during your time with us
• · excellent learning and development opportunities, including apprenticeship frameworks, distance learning, internal training, coaching and mentoring, and much more
• · salary sacrifice schemes for lease car/ vehicle, Cycle to Work, home and electronics, gym membership and more
• · discounts with a range of retailers, restaurants and entertainment venues through our Employee Assistance Programme and NHS discount schemes
• · wellbeing support, including an in-house counselling service, external helpline and more
• · staff networks and support groups

We’re always on the lookout for people who share our passion for improving the lives and wellbeing of people in our community, as well as our values of compassion, collaboration, excellence, integrity and respect.

The post holder will be required to use a computer, either a stand-alone or as part of a networked system and will be responsible for the quality of information. The amount of time spent on this type of work will depend on the job.The Trust embraces the principles of Improving Working Lives, and all staff will be required to adhere to the standards laid down in this initiative.The post holder will be required to take part in an annual performance appraisal, where this job description will be reviewed, and objectives set. The Trust has a No Smoking Policy that prohibits any smoking whilst at work.To follow and adhere to the Trust’s Health and Safety Policies and instructions and be responsible for your own and others health and safety in the workplace.The post holder is expected to contribute to the creation of a working environment where everyone feels respected, valued and treated with dignity. This job description is not exhaustive and may be amended in consultation with the post holder. It should be reviewed whenever major changes have been agreed to the post and should be reviewed as part of the annual appraisal process to ensure it remains an accurate reflection of the duties and responsibilities undertaken by the post holder.

For more information on this role please see the attached support information. This will give you a better overview of the job role and requirements.


This advert closes on Tuesday 10 Sep 2024

Entry Level Banking
Your new company
Join one of Australia's largest outsourced salary packaging companies who are known for their award winning customer service on their journey to provide simple salary packaging solutions to Australians. They want to help people enjoy more of their income and would love to have you come along as their new customer service expert!
Your new role
As a Customer Service Representative your key contribution will be to provide top notch customer service to new and existing customers. You will be a critical link between the company and its customers and make sure they are being appropriately looked after. Some of your responsibilities will include:

Answering customer queries via phone and email ensuring a timely, accurate and quality response
Providing resolution to all technical queries and account management information on services
Identifying queries which require additional attention and implementing appropriate procedures to enhance customer confidence
Ensuring accurate information is recorded within their CRM System
Contributing to the development of new ideas
Performing administrative duties to support the provision of service delivery

Your skills and experience

Ideally you will have at least 1 year's customer service experience - open to industry
You have the natural ability and desire to help others and are passionate about providing excellent service
Strong written and verbal communication skills should be second nature to you
You are known for your attention to detail, time management and resilience

Your benefits

No weekend work - you will be on a rotating roster Mon - Fri between 8am - 8pm
Flexible working: work from home as well as from the office
An additional day of birthday leave + 2 volunteer days + 3 days over Xmas
Free coffee and a massage in the office once a month
You will love working with them!

Your next step
Does this sound like something you are interested in? If the answer is 'Yes' then we would love to hear from you!
Simply click 'Apply' now and attach an updated copy of your CV, or if you have any questions and wish to have a conversation contact me on sandra.sadaka@randstad.com.au or on 0474 197 726.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background. Please click here to apply.

Join this award-winning and rapidly growing travel insurer in their Sydney CBD offices! Your new company An online travel insurance company that has won multiple awards for its excellent service. Due to rapid growth, they are currently looking to expand their customer service team following the pandemic. If you share our passion for travel and providing exceptional customer service, we encourage you to apply today to become a part of a fantastic organisation. Your new role


You will be the first point of contact for all new and existing customers in relation to any travel insurance enquiries, giving fantastic customer service.


Up-selling and cross-selling products/services by means of creating a great customer service experience


Handling high volumes of online chats and emails with outbound follow-up calls too


Sharing knowledge and expertise on products and services


Meeting compliance and exceeding targets and KPI's


Comprehending their product offerings and accurately conveying policy wordings (PDS) in a compliant manner to ensure travellers have a complete understanding of their coverage.



What you'll need to succeed


Ideally, you would come from a customer service or sales background, ideally a contact centre, or travel insurance, but most importantly, the right attitude.


Bubbly fun personality, team-orientated with a strong desire to learn and grow within the company


You will have great phone-manner and written and verbal communication, with the ability to deal with complex enquiries and the desire to go above and beyond for the customer.


PR or Citizenship as this is a permanent full-time position



What you'll get in return


Fantastic opportunity to develop and grow with great leaders and a fantastic team culture


Start your new role in a brand-new office in the CBD


Monday to Friday hours are currently standard business hours, operating between 9am to 5.30pm. Extended operating hours are likely in the future and will create additional opportunities for you.


Excellent salary of $65k + super + uncapped commissions depending on experience



What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Please click here to apply.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Hourly: $28.85 - $31.25 (Amount based on relevant experience, skills, and competencies.)

About This Job

Are you ready for an adventure? This is an opportunity to be part of a focused development program designed to launch successful careers in Commercial Banking. This position is focused on preparing you to be a successful and productive Commercial Banker in one of Commerce Bank’s high growth expansion markets: Dallas, Denver, Des Moines, Houston, Oklahoma City, Tulsa.

During the program, you will spend approximately one year embedded with our Corporate Commercial Banking teams in our Kansas City headquarters while also residing in that city. Additional time may be required depending on the applicant’s prior education and experience. Once you’ve completed the program you will be transferred to one of our expansion markets.

You’ll work alongside our commercial banking teams and bank executives to help our customers solve their everyday financial needs. Don’t have commercial banking experience? Don’t worry. We will provide all the necessary training to build the skills required to be successful. If you’re a go-getter who loves to learn and win, we’d love to talk.

Essential Functions

• Participate in cross-functional rotations across various business lines to leverage and develop leadership skills while also gaining an understanding of the commercial bank and commercial payments solutions

• Attend community and business functions, participate in networking groups to ensure a positive image for the bank and grow key networking with contacts in the marketplace

• Collaborate with commercial banking teams and product partners to identify prospective clients’ financial needs and add value through a full range of products and services

• Support the comprehensive management of existing commercial relationships to ensure a high level of customer satisfaction and retention

• Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk

• Maintain loan reporting and ensure compliance with all bank policies, procedures, regulations, and laws

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Basic knowledge of the banking/accounting/finance field

• Basic analytical skills using financial and accounting principles

• Strong relationship building skills and propensity for sales

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel and Outlook

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

Education & Experience

• Bachelor's Degree in a Business-related field or equivalent combination of education and experience required

• 1 year of financial services experience preferred

• Demonstrated sales experience preferred

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Expansion Market Trainee - Commercial Banking job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $28.85 to $31.25 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

The Risk Operations Analyst I is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

• Activation and maintenance of locally approved credit obligors in the credit system
• Preparation of credit approvals (CA) document in the credit system based on the data provided by the RM and Risk for Annual Review, Interim, Extension and Initial following the established procedures, policies and checkpoints;
• Input and maintenance of approved credit facilities in the credit system (e.g. facility creation, allocations/re-allocations, facility amendment, cancellation, classification, special handling instructions, and updates using “As Of” functionality);
• Ensure that the credit approvals are obtained and in compliance to the credit policy.
• Review and rectification of data exceptions.; month-end adjustments on credit facilities via "as of" functionality. Monitoring, completion/filing of fully approved workflows;
• Monthly reporting of Expiring CAs and Expired CAs;
• Checking of approval for Classified Credit Review if in compliance to the credit policy.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Organizational and time management (prioritization of tasks, multi-tasking, etc.); Attention to detail/Quality orientation; Customer focus; Ability to work under pressure; Excellent communication skills, interpersonal skills/teamwork; Business writing skills; Flexibility and adaptability to change; Analytical thinking; Basic computer software skills such as Microsoft Outlook, Word and Excel

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Risk Management

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Job Family:

Risk Exposure Monitoring & Management

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting