217 Travis Credit Union jobs in Dixon
Senior Financial Analyst - Investment Banking Operations
Posted 4 days ago
Job Viewed
Job Description
Key responsibilities include developing complex financial models, forecasting future financial performance, and analyzing variances between actual results and budgets/forecasts. You will conduct profitability analysis for various business units and financial products, prepare management reports, and present findings to senior stakeholders. This role also involves ensuring the accuracy and integrity of financial data, supporting internal and external audits, and implementing process improvements to enhance efficiency and control within the finance function. The ideal candidate possesses a Bachelor's degree in Finance, Accounting, Economics, or a related field, along with a minimum of 5 years of relevant experience in financial analysis, preferably within the investment banking or capital markets industry. A CFA designation or CPA license is highly advantageous. Strong proficiency in financial modeling, Excel (advanced functions, VBA), and financial databases (e.g., Bloomberg, FactSet) is required. Exceptional analytical, problem-solving, and communication skills are essential, along with the ability to work independently and manage multiple priorities in a demanding, remote environment. This is a fully remote position, supporting critical functions for our client's operations which have a significant presence in Sacramento, California, US , and other major financial centers globally.
Customer Service Representative
Posted today
Job Viewed
Job Description
We are looking for a Customer Support Specialist to work for a leader in the financial industry. This person will be responsible for making 50-60 inbound client calls each day. The responsibilities will also include scheduling adherences, breaks, and lunches for clients. They will also help find solutions for any complex problems that these Hight Net Worth clients with 250K+ assets are dealing with. Overall, they will be creating high customer loyalty and provide great customer support.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Requirements:
Series 7 license
1 year of customer service experience within finance
Understanding of financial planning concepts
Experience with high inbound calling
Be The First To Know
About the latest Travis credit union Jobs in Dixon !