2 deposit product manager jobs found

Kaiser Permanente Job Summary: Performs variety of clerical and cashier duties pertaining to servicing gift shop customers and maintaining financial records of gift shop revenue. Essential Responsibilities: Services customers. Maintains knowledge of merchandise. Locates replacement stock. Receives cash, check and credit cards for payment. Replenishes shelves as needed. Balances monies against register tape at end of day. Prepares deposit bag for bank. Enters daily revenue on monthly summary form. Processes summary forms for accounting department at month end. Transmits Visa/MasterCard data via automatic draft capture machine. Prepares register for opening. Ensures appropriate bills and change in safe. Orders over-the-counter (OTC) products from wholesalers, purchasers, and other vendors. Processes and reconciles invoices and related OTC documents. Gathers, computes and compiles statistical data regarding shop revenue for routine reports, inventory review, cost...

Redwood Credit Union Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products. Key Responsibilities o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement. o Proactively market and support all aspects assigned. o Identify and develop relationships with Wholesalers. o Identify and develop relationships with assigned departments and/or teams. o Keep current on investment products and services offered. o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors....