Description We are offering an exciting opportunity for a Financial Sales Analyst in the Banking industry for a hybrid role located in Brickell in Miami, Florida. The role involves processing customer applications, maintaining accurate customer records, and resolving customer inquiries. You will also be responsible for monitoring customer accounts and taking appropriate action. THIS ROLE REQUIRES A SERIES 7 License. Responsibilities: Managing customer credit applications with accuracy and efficiency Maintaining precise records of customer credit Resolving any customer inquiries in a timely manner Monitoring customer accounts and taking action when necessary Utilizing business systems for various tasks Working with CRM and ERP for resource planning Performing various accounting functions as necessary Conducting audits as required Handling billing functions and ensuring they are carried out correctly Managing budget processes and ensuring they align with company goals Overseeing collection processes for the company Utilizing Series7 (MUST) and potentially a 66 / 63 Licenses and Securities License in relevant tasks.QUALIFIED APPLICANTS AND SERIES 7 HOLDERS please apply and text STEFANIE FURNISS 786-897-7903 with name and interestRequirements Minimum of 2 years of professional experience in the banking or financial services industry. Proficiency in business systems and enterprise resource planning (ERP) solutions. Experience with Concur, CRM, and other relevant software tools. Familiarity with accounting functions including auditing, billing, budgeting, and collection processes. Hold a Series 7 License and a Securities License. Strong understanding of financial principles and industry regulations. Excellent analytical, problem-solving, and decision-making skills. Proficient in using advanced financial modeling techniques. Ability to effectively work in a fast-paced, deadline-driven environment. Exceptional verbal and written communication skills. Bachelor's degree in Finance, Economics, or a related field preferredQUALIFIED APPLICANTS AND SERIES 7 HOLDERS please apply and text STEFANIE FURNISS 786-897-7903 with name and interestRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
