Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies. It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputation for producing the highest quality candy and providing superior customer service. See's is a leader in the confectionary industry with over 250 retail shops across the USA. We are seeking friendly, enthusiastic individuals who are passionate about providing great customer service. Job Description Summary: This position is responsible for managing the field-based sales team. Primary responsibility is to increase See's Volume Savings business through the sale of corporate gifts, fundraising, Yumraising, and overall volume sales. Primary focus will be to support field sales team to enable the increase of new business and retaining current customers while achieving sales & profitability goals. The pay range for this position is expected to be $86k - $96k annually; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.Job Description: POSITION RESPONSIBILITIES: Promotes a customer first culture and commitment to delivering outstanding results for all customers while focusing on See's principles. Achieve sales goals set by management for assigned territories. Provides exceptional customer service and work as main contact while partnering with theSales SupportManager to deescalate customer issues with urgency. Partner withthe InsidesSales, Customer Service, and Shops to develop a strong partnership to ensure customer needs are always met, while achieving department and company goals. Work as team liaison between order fulfillment and finance departmentsin an effort toresolve customer issues Maintains consistent communication with the Field Sales Representatives. Hold weekly sales meetings andin depthpipeline audits with theobjectiveof driving business, motivating reps, whileidentifyingand removing barriers. Hold team accountable to department KPIs and create incentive contests motivating team to work towards achieving sales goals. Source new and evaluate performance of current tradeshows. Oversee all associated activitiesincluding:staffing, scheduling, payment, shipment of materials, samples, permits and other requirements. Attend tradeshows asrequired. Maintains a thorough working knowledge of See's productsand VolumeSavings programs(Fundraising, Business Gifts, Group Savings), plus Retail and Ecommerce. Ensures customer account information and sales data are kept current and accurate through the use of Salesforce. Follows all set processes & procedures while providing feedback to positivelyimpactproductivity. Develop & train field team onnew salestechniques, products, and VS programs. Provide ongoing coaching & feedback through territory visits and ride-alongs. Manage team's sales pipeline to ensure data quality while holding team accountable in moving customers through the sales process. Partner with field sales representative in achieving deeper market penetration through the acquisition of new accounts. Provide Sr. Sales Manager support, report on field activities, KPI's and complete special projects as assigned. Establishes principles for change andmaintainschange momentum through employee communication,engagementand development. Also learns from,measuresand sustains change results. Performs special projects as assigned by management. Responsible foridentifyingopportunities to enhance technology and innovation that will improve departmental effectiveness. All See's staff must be committed to the company's core principles and workplace values, including diversity and inclusion. MINIMUM QUALIFICATIONS: Degree in Business Administration; equivalent related work experience may be considered in lieu of degree. Minimumfiveyears' experience managing a sales team covering multiple territories. Demonstrated success in achievingsales objectivesand growth projections in afieldsales environment. Articulate, results-oriented and competitive spirit. Prior experiencecovering a sales territory with a radius up to 50 miles. Excellent written & verbal communication skills. Valid driver's license and acceptable driving recordrequired. Physical ability to carry out the essential functions of the job,including:driving,standingand/or walking for extended periods,lifting upto 25 poundsfrequently. Competent in using technology to improve work efficiency. Proficient with the full MS Office Suite, including Word, Excel, PowerPoint,Outlookand video conferencing platforms. Proven ability to learn new technologies quickly and manage change efficiently, proactively and in a positive manner. The total compensation package for this position may also include other elements, in addition to a full range of generous medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. See's is an EOE See's will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance and Los Angeles Municipal Code 189.00).
09/05/2025
Full time
Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies. It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputation for producing the highest quality candy and providing superior customer service. See's is a leader in the confectionary industry with over 250 retail shops across the USA. We are seeking friendly, enthusiastic individuals who are passionate about providing great customer service. Job Description Summary: This position is responsible for managing the field-based sales team. Primary responsibility is to increase See's Volume Savings business through the sale of corporate gifts, fundraising, Yumraising, and overall volume sales. Primary focus will be to support field sales team to enable the increase of new business and retaining current customers while achieving sales & profitability goals. The pay range for this position is expected to be $86k - $96k annually; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.Job Description: POSITION RESPONSIBILITIES: Promotes a customer first culture and commitment to delivering outstanding results for all customers while focusing on See's principles. Achieve sales goals set by management for assigned territories. Provides exceptional customer service and work as main contact while partnering with theSales SupportManager to deescalate customer issues with urgency. Partner withthe InsidesSales, Customer Service, and Shops to develop a strong partnership to ensure customer needs are always met, while achieving department and company goals. Work as team liaison between order fulfillment and finance departmentsin an effort toresolve customer issues Maintains consistent communication with the Field Sales Representatives. Hold weekly sales meetings andin depthpipeline audits with theobjectiveof driving business, motivating reps, whileidentifyingand removing barriers. Hold team accountable to department KPIs and create incentive contests motivating team to work towards achieving sales goals. Source new and evaluate performance of current tradeshows. Oversee all associated activitiesincluding:staffing, scheduling, payment, shipment of materials, samples, permits and other requirements. Attend tradeshows asrequired. Maintains a thorough working knowledge of See's productsand VolumeSavings programs(Fundraising, Business Gifts, Group Savings), plus Retail and Ecommerce. Ensures customer account information and sales data are kept current and accurate through the use of Salesforce. Follows all set processes & procedures while providing feedback to positivelyimpactproductivity. Develop & train field team onnew salestechniques, products, and VS programs. Provide ongoing coaching & feedback through territory visits and ride-alongs. Manage team's sales pipeline to ensure data quality while holding team accountable in moving customers through the sales process. Partner with field sales representative in achieving deeper market penetration through the acquisition of new accounts. Provide Sr. Sales Manager support, report on field activities, KPI's and complete special projects as assigned. Establishes principles for change andmaintainschange momentum through employee communication,engagementand development. Also learns from,measuresand sustains change results. Performs special projects as assigned by management. Responsible foridentifyingopportunities to enhance technology and innovation that will improve departmental effectiveness. All See's staff must be committed to the company's core principles and workplace values, including diversity and inclusion. MINIMUM QUALIFICATIONS: Degree in Business Administration; equivalent related work experience may be considered in lieu of degree. Minimumfiveyears' experience managing a sales team covering multiple territories. Demonstrated success in achievingsales objectivesand growth projections in afieldsales environment. Articulate, results-oriented and competitive spirit. Prior experiencecovering a sales territory with a radius up to 50 miles. Excellent written & verbal communication skills. Valid driver's license and acceptable driving recordrequired. Physical ability to carry out the essential functions of the job,including:driving,standingand/or walking for extended periods,lifting upto 25 poundsfrequently. Competent in using technology to improve work efficiency. Proficient with the full MS Office Suite, including Word, Excel, PowerPoint,Outlookand video conferencing platforms. Proven ability to learn new technologies quickly and manage change efficiently, proactively and in a positive manner. The total compensation package for this position may also include other elements, in addition to a full range of generous medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. See's is an EOE See's will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance and Los Angeles Municipal Code 189.00).
At Arietis Health, we recognize the vital role healthcare revenue cycle plays in maintaining the well-being of individuals and businesses alike. Our commitment is to demystify healthcare billing by empowering individuals and collaborating with premier healthcare organizations to address their executives' most pressing revenue cycle challenges. By doing so, we enable them to shift their focus towards providing exceptional patient care. Grounded in the belief of harnessing the expertise of a highly skilled team and advanced technology, we strive to cultivate a seamless patient billing experience that not only excels in efficiency but also delivers superior results. Join us in achieving our mission. We're actively seeking a Director of Client Services in our Ft. Myers office to join our fast-growing team. If you're eager to contribute to redefining the landscape of healthcare revenue cycle management and be a part of our collaborative, positive, and human-centric culture, we'd love to hear from you! About the Position: The Director of Client Services is accountable for developing and maintaining the client-business relationships on behalf of Arietis Health. You will facilitate communications to ensure client satisfaction and manage startups and projects to exceed client expectations. What You'll Do: To excel in this role, an individual must satisfactorily perform the duties below; additional duties may be assigned. We are committed to intensive training opportunities and making reasonable accommodations to enable individuals with disabilities to perform the essential functions. Your contribution in this capacity is essential to our shared success. Responsible for the business relationship with the client, maximizing relationships by being the lead liaison between Arietis Health and the client. Project Manage new client integrations, working closely with assigned Arietis Health resources to coordinate start-up meetings, ensure the integration plan is being followed and coordinate with both client and Arietis Health teams to ensure a timely and effective go live. Monitor competition of tasks throughout the startup process. Identify any special billing needs and procedures unique to the site and ensure appropriate procedures and policies are implemented to address those needs. Develop a solid understanding of all client facilities and practice. Be ready and able to troubleshoot issues with Arietis Operational Teams. Document and route issues accordingly then monitor and ensure timely feedback and resolution of issues Communicate with clients on a regular basis to ensure Arietis Health meets clients' current and future needs. Prepare, analyze, and present client deliverables to include revenue cycle/financial status, payor trends, accounts receivable measurements, contract negotiations, process deficiencies, while monitoring key metrics to ensure Arietis Health is quickly identifying and resolving potential disruptions to the clients' revenue cycle. Be able to professionally communicate results to clients within the designed Arietis Health client delivery format and guidelines. Perform other duties as assigned. Adherence to the Code of Conduct and Corporate Compliance Program What You'll Bring: Bachelor's degree in business or health administration required, with an emphasis in project management. 3+ years' experience in Healthcare RCM environment, or equivalent combination of education and experience. Proficient in Microsoft Office Suite or related software. Experience in working with reports, spreadsheets and Excel. Problem solving abilities. Excellent communication and customer relation skills. Ability to multi-task. Possess strong organizational skills. Understand HIPAA (Health Insurance Portability and Accountability) guidelines. Strong Language Ability: Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees. Strong Mathematical Ability: Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts of basic algebra and geometry. Strong Reasoning Ability: Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Excellent technical writing capability Excellent non-technical writing capability Excellent telephone skills and manner with customers Excellent face-to-face interactions with customers Excellent organizational skills Excellent process development and documentation skills What We Offer: A chance to simplify revenue cycle management, together at a high-growth company! Since our founding in 2020, we're already helping millions of patients and thousands of providers each year. We are proud to offer: Competitive compensation 401K plan with company match PTO with 12 additional paid holidays Telehealth at no cost to employees Health, dental, vision, and prescription drug coverage Group life insurance, Optional Life, Critical Illness and more. Training, development, and mentorship opportunities Other: Our commitment to fostering a diverse and inclusive workplace is unwavering. All qualified applicants will be considered for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. The job description provided above is not an exhaustive list of duties and standards for the position. Incumbents are encouraged to willingly embrace additional instructions and undertake related duties as assigned by their supervisor. As a condition of employment, you are expected to adhere to established compliance program requirements and uphold the employee and internet codes of conduct outlined in the Employee Handbook. While all tasks and responsibilities listed are considered essential functions of this position, we recognize that business conditions may require reasonable accommodations for additional tasks and responsibilities. The work environment characteristics outlined herein represent those encountered by an employee while performing the essential functions of this job. Reasonable accommodation may be arranged to facilitate individuals with disabilities in fulfilling these essential functions. The physical requirements outlined herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. We are dedicated to making reasonable accommodations to enable individuals with disabilities to fulfill these essential functions. PIa850231f322e-8274
09/05/2025
Full time
At Arietis Health, we recognize the vital role healthcare revenue cycle plays in maintaining the well-being of individuals and businesses alike. Our commitment is to demystify healthcare billing by empowering individuals and collaborating with premier healthcare organizations to address their executives' most pressing revenue cycle challenges. By doing so, we enable them to shift their focus towards providing exceptional patient care. Grounded in the belief of harnessing the expertise of a highly skilled team and advanced technology, we strive to cultivate a seamless patient billing experience that not only excels in efficiency but also delivers superior results. Join us in achieving our mission. We're actively seeking a Director of Client Services in our Ft. Myers office to join our fast-growing team. If you're eager to contribute to redefining the landscape of healthcare revenue cycle management and be a part of our collaborative, positive, and human-centric culture, we'd love to hear from you! About the Position: The Director of Client Services is accountable for developing and maintaining the client-business relationships on behalf of Arietis Health. You will facilitate communications to ensure client satisfaction and manage startups and projects to exceed client expectations. What You'll Do: To excel in this role, an individual must satisfactorily perform the duties below; additional duties may be assigned. We are committed to intensive training opportunities and making reasonable accommodations to enable individuals with disabilities to perform the essential functions. Your contribution in this capacity is essential to our shared success. Responsible for the business relationship with the client, maximizing relationships by being the lead liaison between Arietis Health and the client. Project Manage new client integrations, working closely with assigned Arietis Health resources to coordinate start-up meetings, ensure the integration plan is being followed and coordinate with both client and Arietis Health teams to ensure a timely and effective go live. Monitor competition of tasks throughout the startup process. Identify any special billing needs and procedures unique to the site and ensure appropriate procedures and policies are implemented to address those needs. Develop a solid understanding of all client facilities and practice. Be ready and able to troubleshoot issues with Arietis Operational Teams. Document and route issues accordingly then monitor and ensure timely feedback and resolution of issues Communicate with clients on a regular basis to ensure Arietis Health meets clients' current and future needs. Prepare, analyze, and present client deliverables to include revenue cycle/financial status, payor trends, accounts receivable measurements, contract negotiations, process deficiencies, while monitoring key metrics to ensure Arietis Health is quickly identifying and resolving potential disruptions to the clients' revenue cycle. Be able to professionally communicate results to clients within the designed Arietis Health client delivery format and guidelines. Perform other duties as assigned. Adherence to the Code of Conduct and Corporate Compliance Program What You'll Bring: Bachelor's degree in business or health administration required, with an emphasis in project management. 3+ years' experience in Healthcare RCM environment, or equivalent combination of education and experience. Proficient in Microsoft Office Suite or related software. Experience in working with reports, spreadsheets and Excel. Problem solving abilities. Excellent communication and customer relation skills. Ability to multi-task. Possess strong organizational skills. Understand HIPAA (Health Insurance Portability and Accountability) guidelines. Strong Language Ability: Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees. Strong Mathematical Ability: Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts of basic algebra and geometry. Strong Reasoning Ability: Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Excellent technical writing capability Excellent non-technical writing capability Excellent telephone skills and manner with customers Excellent face-to-face interactions with customers Excellent organizational skills Excellent process development and documentation skills What We Offer: A chance to simplify revenue cycle management, together at a high-growth company! Since our founding in 2020, we're already helping millions of patients and thousands of providers each year. We are proud to offer: Competitive compensation 401K plan with company match PTO with 12 additional paid holidays Telehealth at no cost to employees Health, dental, vision, and prescription drug coverage Group life insurance, Optional Life, Critical Illness and more. Training, development, and mentorship opportunities Other: Our commitment to fostering a diverse and inclusive workplace is unwavering. All qualified applicants will be considered for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. The job description provided above is not an exhaustive list of duties and standards for the position. Incumbents are encouraged to willingly embrace additional instructions and undertake related duties as assigned by their supervisor. As a condition of employment, you are expected to adhere to established compliance program requirements and uphold the employee and internet codes of conduct outlined in the Employee Handbook. While all tasks and responsibilities listed are considered essential functions of this position, we recognize that business conditions may require reasonable accommodations for additional tasks and responsibilities. The work environment characteristics outlined herein represent those encountered by an employee while performing the essential functions of this job. Reasonable accommodation may be arranged to facilitate individuals with disabilities in fulfilling these essential functions. The physical requirements outlined herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. We are dedicated to making reasonable accommodations to enable individuals with disabilities to fulfill these essential functions. PIa850231f322e-8274
Description Summary: Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. CHRISTUS Santa Rosa Hospital - Westover Hills (CSRH-WH) is a 150-bed hospital serving the fastest growing area of San Antonio. Specialized care includes orthopedic and surgical services, ICU, women's services, a newborn nursery, comprehensive cardiovascular care from diagnostics to open heart surgery, vascular lab, sleep center, emergency services, the CHRISTUS Weight Loss Institute, wound care, rehabilitation, and more. The campus also boasts an Outpatient Imaging Center and three medical plazas, one of which houses our CHRISTUS Santa Rosa Family Medicine Residency Program and CHRISTUS Santa Rosa Family Health Center. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
09/05/2025
Full time
Description Summary: Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. CHRISTUS Santa Rosa Hospital - Westover Hills (CSRH-WH) is a 150-bed hospital serving the fastest growing area of San Antonio. Specialized care includes orthopedic and surgical services, ICU, women's services, a newborn nursery, comprehensive cardiovascular care from diagnostics to open heart surgery, vascular lab, sleep center, emergency services, the CHRISTUS Weight Loss Institute, wound care, rehabilitation, and more. The campus also boasts an Outpatient Imaging Center and three medical plazas, one of which houses our CHRISTUS Santa Rosa Family Medicine Residency Program and CHRISTUS Santa Rosa Family Health Center. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Description Summary: Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. CHRISTUS Santa Rosa Hospital - Westover Hills (CSRH-WH) is a 150-bed hospital serving the fastest growing area of San Antonio. Specialized care includes orthopedic and surgical services, ICU, women's services, a newborn nursery, comprehensive cardiovascular care from diagnostics to open heart surgery, vascular lab, sleep center, emergency services, the CHRISTUS Weight Loss Institute, wound care, rehabilitation, and more. The campus also boasts an Outpatient Imaging Center and three medical plazas, one of which houses our CHRISTUS Santa Rosa Family Medicine Residency Program and CHRISTUS Santa Rosa Family Health Center. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
09/04/2025
Full time
Description Summary: Performs a variety of complex administrative duties for patients in need of routine and/or urgent appointments, medical procedures, tests, and associated ancillary services in an ambulatory in/outpatient setting. Assess patients' needs, including but not limited to, financial counseling, interpreter services, social services and refers to appropriate person or area. Alerts providers to emergent patient care needs. CHRISTUS Santa Rosa Hospital - Westover Hills (CSRH-WH) is a 150-bed hospital serving the fastest growing area of San Antonio. Specialized care includes orthopedic and surgical services, ICU, women's services, a newborn nursery, comprehensive cardiovascular care from diagnostics to open heart surgery, vascular lab, sleep center, emergency services, the CHRISTUS Weight Loss Institute, wound care, rehabilitation, and more. The campus also boasts an Outpatient Imaging Center and three medical plazas, one of which houses our CHRISTUS Santa Rosa Family Medicine Residency Program and CHRISTUS Santa Rosa Family Health Center. Responsibilities: Receives and directs phone calls from patients and physician offices Schedules patients for treatment by multiple providers and treatment areas, and arranges a variety of associated tests and procedures according to established guidelines and specific criteria Prioritizes appointments in a manner that fosters optimum patient care, efficient utilization of physician's clinical staff, as well as equipment and facilities Handles urgent patient care calls and may alert providers to emergent patient care symptoms and concerns Schedules urgent care appointments as needed and directed by physician Greets patients for scheduled and/or urgent care appointments and procedures Confirms and verifies patient demographic and insurance information Collect co-payments from patients upon arrival when applicable Obtains signatures of consent from patient/guardian for treatment authorization and insurance/billing information Collaborates with insurers to obtain patients' prior-authorizations for procedures and tests as needed Follows guidelines established by insurers to ensure that pre-authorization, pre-certification, and physician referrals for treatment are obtained prior to patient visits. Verifies eligibility for procedures or tests from various health care institutions Reviews and audits billing discrepancy reports and research errors for resolution Maintains accurate and timely records, logs, charges, files, and other related information as required Performs a variety of related administrative and clerical duties, such as retrieving files and other records, faxing, collating, data entry, and relaying messages to physicians, residents and staff Prepares special reports or spreadsheets for physicians as requested Complies with established departmental policies, procedures and objectives Complies with all health and safety regulations and requirements Contributes in maintaining a respectful environment of professionalism, tolerance, and acceptance toward all employees, patients and visitors Performs other duties as required. Requirements: Education/Skills High School Diploma or GED Proficient in software and computer systems Knowledgeable of business office terminology / procedures Ability to multi task and work under stressful situation Effective written and verbal communication skills Experience 1+ year of customer service experience required Experience with medical office terminology preferred Licenses, Registrations, or Certifications None Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Description: Job Summary: Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new accounts for checking, savings, business accounts, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Maintains and balances cash drawer. Accepts and posts credit card and loan payments and payoffs. Performs account research and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned. Requirements: Standards: Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. Demonstrates proficiency with ERB process through audit of the CNA folders. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available. Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours. Maintains regular attendance and punctuality as evidenced by attendance records. Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: High school diploma or equivalent required. Minimum 1 year customer service or cash handling experience/skills required. Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and skills in accuracy, cash handling, and math are required. Basic computer skills and the ability to learn industry-related software are required. PM19 An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PI88de2f3c2d18-8152
09/02/2025
Full time
Description: Job Summary: Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new accounts for checking, savings, business accounts, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Maintains and balances cash drawer. Accepts and posts credit card and loan payments and payoffs. Performs account research and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned. Requirements: Standards: Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. Demonstrates proficiency with ERB process through audit of the CNA folders. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available. Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours. Maintains regular attendance and punctuality as evidenced by attendance records. Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: High school diploma or equivalent required. Minimum 1 year customer service or cash handling experience/skills required. Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and skills in accuracy, cash handling, and math are required. Basic computer skills and the ability to learn industry-related software are required. PM19 An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PI88de2f3c2d18-8152
Description: This position is located at our Lakewood Ranch branch location. Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new accounts for checking, savings, business accounts, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Maintains and balances cash drawer. Accepts and posts credit card and loan payments and payoffs. Performs account research and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned. Requirements: Standards: Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. Demonstrates proficiency with ERB process through audit of the CNA folders. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available. Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours. Maintains regular attendance and punctuality as evidenced by attendance records. Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: High school diploma or equivalent required. Minimum 1 year customer service or cash handling experience/skills required. Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and skills in accuracy, cash handling, and math are required. Basic computer skills and the ability to learn industry-related software are required. An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PM19 PIa2c18ac2dc4e-8082
09/02/2025
Full time
Description: This position is located at our Lakewood Ranch branch location. Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new accounts for checking, savings, business accounts, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Maintains and balances cash drawer. Accepts and posts credit card and loan payments and payoffs. Performs account research and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned. Requirements: Standards: Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. Demonstrates proficiency with ERB process through audit of the CNA folders. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available. Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours. Maintains regular attendance and punctuality as evidenced by attendance records. Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: High school diploma or equivalent required. Minimum 1 year customer service or cash handling experience/skills required. Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and skills in accuracy, cash handling, and math are required. Basic computer skills and the ability to learn industry-related software are required. An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PM19 PIa2c18ac2dc4e-8082
GreenState Credit Union Bilingual Member Service Representative US-IA-Fort Dodge Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking Preferred. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI6df975e39cf6-3834
09/01/2025
Full time
GreenState Credit Union Bilingual Member Service Representative US-IA-Fort Dodge Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking Preferred. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI6df975e39cf6-3834
GreenState Credit Union Member Service Representative US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 17.39-20.33 Hourly Wage PI4b4c10c389db-5025
09/01/2025
Full time
GreenState Credit Union Member Service Representative US-IA-Dubuque Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Position details: Monday through Friday from 8:30am - 5:15pm, plus 3 out of 4 Saturdays from 9:00am - Noon Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. Compensation details: 17.39-20.33 Hourly Wage PI4b4c10c389db-5025
North Star Community Credit Union
Bottineau, North Dakota
Role: Provide member focused service. To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Provide account information, as well as information on the full range of credit union products and services. Professionally handle the member's daily needs. MSR.pdf Compensation details: 16 Hourly Wage PI453f55952c6c-8707
09/01/2025
Full time
Role: Provide member focused service. To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Provide account information, as well as information on the full range of credit union products and services. Professionally handle the member's daily needs. MSR.pdf Compensation details: 16 Hourly Wage PI453f55952c6c-8707
Accounts Payable Representative (North America) - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. There are many responsibilities involved in running a business successfully, but maintaining strong control over Accounts Payable is among the most crucial. We are the team to ensure that the company's payables are legitimate and accurate, and we provide professional customer service to internal and external stakeholders, as well as consistently maintain controls. In this role you will be working on various aspects of Accounts Payable processing in a dynamic and fast paced environment. You will be responsible for processing invoices, running ad-hoc tasks, controls and projects assigned to you and to provide a positive experience for those you work with. In order to be successful, you will need strong attention to detail and be an excellent problem solver. You have the ability to balance high workload yet understand the importance of controls. You have excellent communication and prioritization skills, an ability to present ideas about process improvements and to question the status quo. You thrive in a dynamic, open-plan, team environment, and you know what customer service really means. We'll trust you to: Complete Email inbox/OCR system/SAP reconciliation of incoming invoices received for North America and Latam region Ensure daily reconciliation is completed timely with all results documented. Any discrepancies identified are consolidated daily and sent to the distribution list for investigation. Present in team meetings reconciliation progress, issues and interdependencies Assist with any process documentation updates and refinement opportunities for the reconciliation process. Partner with regional counterparts to share recommendations to optimize/streamline the process. Monitor the email inboxes for invoices and validate the invoice scanned via an OCR system, confirming that all information of the invoice was properly scanned Assist with change management communications to our internal stakeholders, vendors, P2P teams related to invoice ingestion processes Monitor errors, controls and troubleshoot with technical teams on the resolution Comply with SLAs established and ensure any discrepancies detected are tracked via internal ticket system Correct data entry fields in the OCR system when necessary, perform root cause analysis and assist with change management efforts if necessary. Work with the Invoice Processing team and Supplier Onboarding team when vendor record requires update Assist with reporting and any ad-hoc request regarding vendor invoices Assist with any task assigned as part of Accounts Payable Month End Close process either validating, processing, vendor reach-outs, etc Ensure to maintain good attendance and punctuality Maintain a level of professionalism when providing feedback within the team, P2P areas, stakeholders etc. Adhere to prescribed level of accuracy within our departmental policies and procedures You'll need to have: Bachelor's Degree or equivalent experience Previous work experience with Accounts Payable (3-5 years) Invoice processing knowledge Effective communications skills Excellent time management, organizational and presentation skills Strong Microsoft Excel skills - pivot tables, vlookups, etc. Knowledge of basic Financial and Accounting terminology Written and verbal fluency in English We'd love to see: Knowledge of SAP and/or Agile Scrum framework Written and verbal fluency in multiple languages Salary Range = 65000 - 75000 USD Annually + Benefits The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Accounts Payable Representative (North America) - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. There are many responsibilities involved in running a business successfully, but maintaining strong control over Accounts Payable is among the most crucial. We are the team to ensure that the company's payables are legitimate and accurate, and we provide professional customer service to internal and external stakeholders, as well as consistently maintain controls. In this role you will be working on various aspects of Accounts Payable processing in a dynamic and fast paced environment. You will be responsible for processing invoices, running ad-hoc tasks, controls and projects assigned to you and to provide a positive experience for those you work with. In order to be successful, you will need strong attention to detail and be an excellent problem solver. You have the ability to balance high workload yet understand the importance of controls. You have excellent communication and prioritization skills, an ability to present ideas about process improvements and to question the status quo. You thrive in a dynamic, open-plan, team environment, and you know what customer service really means. We'll trust you to: Complete Email inbox/OCR system/SAP reconciliation of incoming invoices received for North America and Latam region Ensure daily reconciliation is completed timely with all results documented. Any discrepancies identified are consolidated daily and sent to the distribution list for investigation. Present in team meetings reconciliation progress, issues and interdependencies Assist with any process documentation updates and refinement opportunities for the reconciliation process. Partner with regional counterparts to share recommendations to optimize/streamline the process. Monitor the email inboxes for invoices and validate the invoice scanned via an OCR system, confirming that all information of the invoice was properly scanned Assist with change management communications to our internal stakeholders, vendors, P2P teams related to invoice ingestion processes Monitor errors, controls and troubleshoot with technical teams on the resolution Comply with SLAs established and ensure any discrepancies detected are tracked via internal ticket system Correct data entry fields in the OCR system when necessary, perform root cause analysis and assist with change management efforts if necessary. Work with the Invoice Processing team and Supplier Onboarding team when vendor record requires update Assist with reporting and any ad-hoc request regarding vendor invoices Assist with any task assigned as part of Accounts Payable Month End Close process either validating, processing, vendor reach-outs, etc Ensure to maintain good attendance and punctuality Maintain a level of professionalism when providing feedback within the team, P2P areas, stakeholders etc. Adhere to prescribed level of accuracy within our departmental policies and procedures You'll need to have: Bachelor's Degree or equivalent experience Previous work experience with Accounts Payable (3-5 years) Invoice processing knowledge Effective communications skills Excellent time management, organizational and presentation skills Strong Microsoft Excel skills - pivot tables, vlookups, etc. Knowledge of basic Financial and Accounting terminology Written and verbal fluency in English We'd love to see: Knowledge of SAP and/or Agile Scrum framework Written and verbal fluency in multiple languages Salary Range = 65000 - 75000 USD Annually + Benefits The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
At TTEC, we are all about the Human Experience. Elevated. You can be a part of creating and delivering amazing customer experiences… and at the same time… #experienceTTEC, an award-winning, employment experience as a Bilingual Healthcare Customer Service Representative - Spanish-English work from home. Our TTEC work from home team has 41 preferred residency states. We do not hire residents of AK, CA, HI or outside of the United States. What You Can Expect Knowledgeable, encouraging, supporting and present leadership Diverse and community minded organization Career-growth and lots of learning opportunities for aspiring minds TTEC at home offers full-time regular and seasonal roles. Depending on the program, role and local minimum wage guidelines, base hourly wages of $13.00 to $16.00. And yes...all the competitive performance bonus opportunities, health and wellbeing, financial and income protection, and paid leave benefits you'd expect and maybe a few that would pleasantly surprise you. For full details on our benefits, visit https ://mybenefits.ttec.com/us/candidates/ . Job Requirements: What You'll be Doing Do you have a passion for helping others and giving them peace of mind? Whether it's getting answers for customers quickly, consulting on health-related products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. We'll train you to be a subject matter expert in your field, so you can be confident in providing the highest level of service possible. And we trust you already have the necessary ingredient that can't be taught-a caring and supportive nature that will shine through as you help customers through some of the more difficult times in their lives. You'll also have a chance to make great new friends and grow your career in a high-energy, family-friendly atmosphere. On a typical day, you'll Be providing full lifecycle customer service where you could accept inbound or might be calling out to provide follow up on a concern Maintain customer accounts and information Respond to customer inquiries with compassion and active listening and support the best solution in an efficient manner Resolve customer technical issues with patience and understanding Identify additional needs customers may have and help them to upgrade products or services Why You? What You Bring Ability to read, write and speak fluently in Spanish and English High speed internet connection (>15 mbps) Excellent communication skills - for us that means you can adapt to new and different situations, read the behavior of others, have difficult conversations with ease, and defuse and resolve conflict. In other words, you have the gift of gab Empathy is the key Ability to adapt and excel in a fast-paced work environment Integrity to follow HIPAA guidelines on maintaining patient privacy (just as you would expect if it were your private information being shared) High school diploma or equivalent is the minimum and… with education… more is better Handy with MS Windows and other computer applications The passion and drive to make a difference About TTEC Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and disruptive brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from different vantage points and allows every individual to bring value to the table in their own unique way. But don't take our word for it - check out some our women in leadership and diversity awards on TTECjobs.com.
02/26/2022
Full time
At TTEC, we are all about the Human Experience. Elevated. You can be a part of creating and delivering amazing customer experiences… and at the same time… #experienceTTEC, an award-winning, employment experience as a Bilingual Healthcare Customer Service Representative - Spanish-English work from home. Our TTEC work from home team has 41 preferred residency states. We do not hire residents of AK, CA, HI or outside of the United States. What You Can Expect Knowledgeable, encouraging, supporting and present leadership Diverse and community minded organization Career-growth and lots of learning opportunities for aspiring minds TTEC at home offers full-time regular and seasonal roles. Depending on the program, role and local minimum wage guidelines, base hourly wages of $13.00 to $16.00. And yes...all the competitive performance bonus opportunities, health and wellbeing, financial and income protection, and paid leave benefits you'd expect and maybe a few that would pleasantly surprise you. For full details on our benefits, visit https ://mybenefits.ttec.com/us/candidates/ . Job Requirements: What You'll be Doing Do you have a passion for helping others and giving them peace of mind? Whether it's getting answers for customers quickly, consulting on health-related products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. We'll train you to be a subject matter expert in your field, so you can be confident in providing the highest level of service possible. And we trust you already have the necessary ingredient that can't be taught-a caring and supportive nature that will shine through as you help customers through some of the more difficult times in their lives. You'll also have a chance to make great new friends and grow your career in a high-energy, family-friendly atmosphere. On a typical day, you'll Be providing full lifecycle customer service where you could accept inbound or might be calling out to provide follow up on a concern Maintain customer accounts and information Respond to customer inquiries with compassion and active listening and support the best solution in an efficient manner Resolve customer technical issues with patience and understanding Identify additional needs customers may have and help them to upgrade products or services Why You? What You Bring Ability to read, write and speak fluently in Spanish and English High speed internet connection (>15 mbps) Excellent communication skills - for us that means you can adapt to new and different situations, read the behavior of others, have difficult conversations with ease, and defuse and resolve conflict. In other words, you have the gift of gab Empathy is the key Ability to adapt and excel in a fast-paced work environment Integrity to follow HIPAA guidelines on maintaining patient privacy (just as you would expect if it were your private information being shared) High school diploma or equivalent is the minimum and… with education… more is better Handy with MS Windows and other computer applications The passion and drive to make a difference About TTEC Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and disruptive brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you. TTEC is proud to be an equal opportunity employer. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We strive to reflect the communities we serve by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued and comfortable being their authentic selves at work. As a global company, we know diversity is our strength. It enables us to view projects and ideas from different vantage points and allows every individual to bring value to the table in their own unique way. But don't take our word for it - check out some our women in leadership and diversity awards on TTECjobs.com.
JDE: 5.25 Accounting Clerk Purpose Statement The position of accounting clerk assists in the administration of the District's business affairs to provide the maximum educational services with the financial resources available. Job Title: Accounting Clerk Hourly Wage: $20.82/40 hours per week Hours: 8:00 am - 4:30 pm, daily (30 minute unpaid lunch) Employment Year: 261-Day Contract: 253 Work Days, 8 Paid Holidays Reports To : General Accounting Supervisor Wage/Hour Status : Non-Exempt Minimum Qualifications Two years of experience in accounting, bookkeeping, or payroll using an automated system Demonstrated excellence in customer service Demonstrated excellence in oral and written communication Positive work record, which includes a high degree of organization and ability to work under pressure Proficient technology skills and experience with Microsoft Office Word and Excel, General Ledger Systems and Internet Applications Education High School Diploma or equivalent Desirable Qualifications Experience utilizing software interfaces, including importing/exporting data between systems Knowledge of State of Iowa Chart of Accounting Codes Experience with processing and/or administering purchase orders Experience using cash receipting application Essential Functions Performance Responsibilities Record details of school financial transactions in appropriate journals and subsidiary ledgers such as purchase orders, invoices, receipts, etc. Enter records and post entries to accounting records via computerized accounting system File and scan invoices, checks, purchase orders, and/or other historical accounting records Collect, record, and deposit revenue generated by appropriate funds Create and update vendor records in financial accounting system Serve as back up support for processing student fee payments including refunds, waivers, and adjustments of fees on direct point of sale and school nutrition systems Prepare account codes entries for recurring entries including, but not limited to SAVE, Polk County property taxes, and state aid Processes purchase orders, including executing change orders on account codes when necessary Serve as day-to-day contact for non-public transportation claims with member schools Assign, distribute, and maintain a record of all purchase orders for the district Performance Responsibilities and Duties Supports the goals and objectives of the school district and follows all district policies Provides great customer service, information, and assistance to all employees Creates a warm and friendly office environment Provides a variety of clerical and office assistant duties Participates in staff development training programs, faculty meetings, and special events as assigned Demonstrates integrity and maintains confidentiality Is respectful and appropriately interacts with all employees Works well with others, maintaining positive and effective communication with all school personnel Upholds and adheres to safety rules and policies of the Ankeny Community School District safety program Demonstrates the ability to attend work on a regular and routine basis to avoid disruption to district operations Performs all duties in a safe manner to avoid injury to oneself and/or others Performs any other duties as assigned by the appropriate supervisor Other Functions Responds to emergency situations for the purpose of resolving immediate safety concerns and/or directing to appropriate personnel for resolution Performs other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit Working Environment Mental Demands/Physical Demands/Environmental Factors The usual and customary methods of performing the position functions require the following physical demands: some lifting, carrying, pushing, and/or pulling; and significant fine finger dexterity. Working conditions may include extreme temperatures and humidity. Hazards may include exposure to communicable diseases. This position requires the ability to maintain emotional control under stress. Supervisory Responsibilities None Terms of Employment Work year established by the Superintendent; Salary according to schedule adopted annually Evaluation Job performance will be evaluated annually as per district policies and procedures The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required. Approved by: Jodie Graham Date: February 22, 2022 Ankeny Community School District is an Equal Opportunity/Affirmative Action Employer. It is the policy of the District to provide equal employment opportunities and not to illegally discriminate on the basis of race, national origin, religion, sex, disability, sexual orientation, gender identity, color, age or marital status in its employment and personnel practices. The job categories where the representative groups are underrepresented. Position Type:Full-time Positions Available:1 Job Categories :Classroom Teacher > Accounting Support Staff > Accounting/Bookkeeping Equal Opportunity Employer All employers submitting a job opening for posting on the Teach Iowa system will not discriminate in hiring on the basis of race, ethnicity, national origin, gender, age, physical disability, sexual orientation, gender identity, religion, marital status, or status as a veteran. A bona fide religious institution may choose to exercise the allowances in Iowa Code section 216.6.(6)d. Employers may have additional developed specific equal employment opportunity policies and procedures; please check with employers. Job Requirements No experience required Contact Information Tracey Goforth 306 SW SCHOOL ST Ankeny,Iowa 50023 Phone: Email: click here
02/26/2022
Full time
JDE: 5.25 Accounting Clerk Purpose Statement The position of accounting clerk assists in the administration of the District's business affairs to provide the maximum educational services with the financial resources available. Job Title: Accounting Clerk Hourly Wage: $20.82/40 hours per week Hours: 8:00 am - 4:30 pm, daily (30 minute unpaid lunch) Employment Year: 261-Day Contract: 253 Work Days, 8 Paid Holidays Reports To : General Accounting Supervisor Wage/Hour Status : Non-Exempt Minimum Qualifications Two years of experience in accounting, bookkeeping, or payroll using an automated system Demonstrated excellence in customer service Demonstrated excellence in oral and written communication Positive work record, which includes a high degree of organization and ability to work under pressure Proficient technology skills and experience with Microsoft Office Word and Excel, General Ledger Systems and Internet Applications Education High School Diploma or equivalent Desirable Qualifications Experience utilizing software interfaces, including importing/exporting data between systems Knowledge of State of Iowa Chart of Accounting Codes Experience with processing and/or administering purchase orders Experience using cash receipting application Essential Functions Performance Responsibilities Record details of school financial transactions in appropriate journals and subsidiary ledgers such as purchase orders, invoices, receipts, etc. Enter records and post entries to accounting records via computerized accounting system File and scan invoices, checks, purchase orders, and/or other historical accounting records Collect, record, and deposit revenue generated by appropriate funds Create and update vendor records in financial accounting system Serve as back up support for processing student fee payments including refunds, waivers, and adjustments of fees on direct point of sale and school nutrition systems Prepare account codes entries for recurring entries including, but not limited to SAVE, Polk County property taxes, and state aid Processes purchase orders, including executing change orders on account codes when necessary Serve as day-to-day contact for non-public transportation claims with member schools Assign, distribute, and maintain a record of all purchase orders for the district Performance Responsibilities and Duties Supports the goals and objectives of the school district and follows all district policies Provides great customer service, information, and assistance to all employees Creates a warm and friendly office environment Provides a variety of clerical and office assistant duties Participates in staff development training programs, faculty meetings, and special events as assigned Demonstrates integrity and maintains confidentiality Is respectful and appropriately interacts with all employees Works well with others, maintaining positive and effective communication with all school personnel Upholds and adheres to safety rules and policies of the Ankeny Community School District safety program Demonstrates the ability to attend work on a regular and routine basis to avoid disruption to district operations Performs all duties in a safe manner to avoid injury to oneself and/or others Performs any other duties as assigned by the appropriate supervisor Other Functions Responds to emergency situations for the purpose of resolving immediate safety concerns and/or directing to appropriate personnel for resolution Performs other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit Working Environment Mental Demands/Physical Demands/Environmental Factors The usual and customary methods of performing the position functions require the following physical demands: some lifting, carrying, pushing, and/or pulling; and significant fine finger dexterity. Working conditions may include extreme temperatures and humidity. Hazards may include exposure to communicable diseases. This position requires the ability to maintain emotional control under stress. Supervisory Responsibilities None Terms of Employment Work year established by the Superintendent; Salary according to schedule adopted annually Evaluation Job performance will be evaluated annually as per district policies and procedures The foregoing statements describe the general purpose and responsibilities assigned to this job and are not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required. Approved by: Jodie Graham Date: February 22, 2022 Ankeny Community School District is an Equal Opportunity/Affirmative Action Employer. It is the policy of the District to provide equal employment opportunities and not to illegally discriminate on the basis of race, national origin, religion, sex, disability, sexual orientation, gender identity, color, age or marital status in its employment and personnel practices. The job categories where the representative groups are underrepresented. Position Type:Full-time Positions Available:1 Job Categories :Classroom Teacher > Accounting Support Staff > Accounting/Bookkeeping Equal Opportunity Employer All employers submitting a job opening for posting on the Teach Iowa system will not discriminate in hiring on the basis of race, ethnicity, national origin, gender, age, physical disability, sexual orientation, gender identity, religion, marital status, or status as a veteran. A bona fide religious institution may choose to exercise the allowances in Iowa Code section 216.6.(6)d. Employers may have additional developed specific equal employment opportunity policies and procedures; please check with employers. Job Requirements No experience required Contact Information Tracey Goforth 306 SW SCHOOL ST Ankeny,Iowa 50023 Phone: Email: click here
Job Description: Financial Center Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for the next generation of client service representatives (formally known as tellers) -those with a passion for people and creating a positive client experience in every interaction. As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, you'll build relationships with clients to understand their financial goals, identify solutions that will benefit them and connect them to the appropriate teammate who can provide education and solutions to help them live their best financial lives. CSRs work in a financial center and report to the Financial Center Manager. We'll help you Get training and one-on-one coaching from your manager who is invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a client service representative. Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. Grow your network to maximize effectiveness in meeting client needs. Cultivate relationships with teammates and specialists to assist clients with inquiries and/or problem resolution. Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM) that benefit them. Adhere to policies and procedures through education of regulatory policies, associate and client safety procedures and service delivery guidelines. As a Client Service Representative, you can look forward to Ongoing professional development to deepen your skills Access to our internal Career Path Tool to explore opportunities for career growth A world-class suite of employee benefits You're a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Communicates effectively and confidently with all clients. Works well with others and collaborates productively to get things done. Can manage complexity, prioritize tasks and execute in a fast-paced environment. Has the ability to learn and adapt to new information and technology platforms. Is thorough and provides careful attention to detail. Will follow established processes and guidelines in daily activities to do what is right for clients and the Bank, adhering to all applicable laws and regulations. Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. Has a minimum six months client service experience in financial services, retail sales, or other results driven environment. Has a minimum of six months experience offering solutions and services based on the client's needs. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. Can be flexible to work weekends and/or extended hours as needed. Is proficient in basic computer skills. You'll be better prepared if you have (desired skills) A minimum of six months in a role that involved handling/managing cash We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Job Band: H8 Shift: 1st shift (United States of America) Hours Per Week: 20 Weekly Schedule: Monday - Saturday. Hours may vary. Referral Bonus Amount: 0 --> Job Description: Financial Center Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for the next generation of client service representatives (formally known as tellers) -those with a passion for people and creating a positive client experience in every interaction. As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, you'll build relationships with clients to understand their financial goals, identify solutions that will benefit them and connect them to the appropriate teammate who can provide education and solutions to help them live their best financial lives. CSRs work in a financial center and report to the Financial Center Manager. We'll help you Get training and one-on-one coaching from your manager who is invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a client service representative. Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. Grow your network to maximize effectiveness in meeting client needs. Cultivate relationships with teammates and specialists to assist clients with inquiries and/or problem resolution. Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM) that benefit them. Adhere to policies and procedures through education of regulatory policies, associate and client safety procedures and service delivery guidelines. As a Client Service Representative, you can look forward to Ongoing professional development to deepen your skills Access to our internal Career Path Tool to explore opportunities for career growth A world-class suite of employee benefits You're a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Communicates effectively and confidently with all clients. Works well with others and collaborates productively to get things done. Can manage complexity, prioritize tasks and execute in a fast-paced environment. Has the ability to learn and adapt to new information and technology platforms. Is thorough and provides careful attention to detail. Will follow established processes and guidelines in daily activities to do what is right for clients and the Bank, adhering to all applicable laws and regulations. Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. Has a minimum six months client service experience in financial services, retail sales, or other results driven environment. Has a minimum of six months experience offering solutions and services based on the client's needs. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. Can be flexible to work weekends and/or extended hours as needed. Is proficient in basic computer skills. You'll be better prepared if you have (desired skills) A minimum of six months in a role that involved handling/managing cash We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Job Band: H8 Shift: 1st shift (United States of America) Hours Per Week: 20 Weekly Schedule: Monday - Saturday..... click apply for full job details
02/25/2022
Full time
Job Description: Financial Center Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for the next generation of client service representatives (formally known as tellers) -those with a passion for people and creating a positive client experience in every interaction. As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, you'll build relationships with clients to understand their financial goals, identify solutions that will benefit them and connect them to the appropriate teammate who can provide education and solutions to help them live their best financial lives. CSRs work in a financial center and report to the Financial Center Manager. We'll help you Get training and one-on-one coaching from your manager who is invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a client service representative. Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. Grow your network to maximize effectiveness in meeting client needs. Cultivate relationships with teammates and specialists to assist clients with inquiries and/or problem resolution. Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM) that benefit them. Adhere to policies and procedures through education of regulatory policies, associate and client safety procedures and service delivery guidelines. As a Client Service Representative, you can look forward to Ongoing professional development to deepen your skills Access to our internal Career Path Tool to explore opportunities for career growth A world-class suite of employee benefits You're a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Communicates effectively and confidently with all clients. Works well with others and collaborates productively to get things done. Can manage complexity, prioritize tasks and execute in a fast-paced environment. Has the ability to learn and adapt to new information and technology platforms. Is thorough and provides careful attention to detail. Will follow established processes and guidelines in daily activities to do what is right for clients and the Bank, adhering to all applicable laws and regulations. Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. Has a minimum six months client service experience in financial services, retail sales, or other results driven environment. Has a minimum of six months experience offering solutions and services based on the client's needs. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. Can be flexible to work weekends and/or extended hours as needed. Is proficient in basic computer skills. You'll be better prepared if you have (desired skills) A minimum of six months in a role that involved handling/managing cash We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Job Band: H8 Shift: 1st shift (United States of America) Hours Per Week: 20 Weekly Schedule: Monday - Saturday. Hours may vary. Referral Bonus Amount: 0 --> Job Description: Financial Center Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for the next generation of client service representatives (formally known as tellers) -those with a passion for people and creating a positive client experience in every interaction. As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, you'll build relationships with clients to understand their financial goals, identify solutions that will benefit them and connect them to the appropriate teammate who can provide education and solutions to help them live their best financial lives. CSRs work in a financial center and report to the Financial Center Manager. We'll help you Get training and one-on-one coaching from your manager who is invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as a client service representative. Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks. Grow your network to maximize effectiveness in meeting client needs. Cultivate relationships with teammates and specialists to assist clients with inquiries and/or problem resolution. Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM) that benefit them. Adhere to policies and procedures through education of regulatory policies, associate and client safety procedures and service delivery guidelines. As a Client Service Representative, you can look forward to Ongoing professional development to deepen your skills Access to our internal Career Path Tool to explore opportunities for career growth A world-class suite of employee benefits You're a person who (required skills) Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Communicates effectively and confidently with all clients. Works well with others and collaborates productively to get things done. Can manage complexity, prioritize tasks and execute in a fast-paced environment. Has the ability to learn and adapt to new information and technology platforms. Is thorough and provides careful attention to detail. Will follow established processes and guidelines in daily activities to do what is right for clients and the Bank, adhering to all applicable laws and regulations. Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. Has a minimum six months client service experience in financial services, retail sales, or other results driven environment. Has a minimum of six months experience offering solutions and services based on the client's needs. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. Can be flexible to work weekends and/or extended hours as needed. Is proficient in basic computer skills. You'll be better prepared if you have (desired skills) A minimum of six months in a role that involved handling/managing cash We're a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Job Band: H8 Shift: 1st shift (United States of America) Hours Per Week: 20 Weekly Schedule: Monday - Saturday..... click apply for full job details
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first. The Opportunity: This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more. The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. *California employees accrue up to 17 days of PTO and 3 days of sick time per year. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
02/10/2022
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first. The Opportunity: This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more. The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. *California employees accrue up to 17 days of PTO and 3 days of sick time per year. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/10/2021
Full time
Job Description Overview Calling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a Regional Vice President of Sales with Fisher Investments, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided so there is no cold calling. Join our privately held multi-billion dollar global investment firm to continue our search of being better, by putting our clients first.The Opportunity:This lucrative sales role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present Fisher Investment's wealth management solutions to high-net-worth prospects. You will report to the Director of Private Client Group Sales who will make sure you have all the resources you need for the sales process. You will also be supported by your internal office team, comprised of sales support, client service, marketing and more.The Day-to-Day:Call high-net-worth prospects who have requested Fisher Investments' informationMeet with prospects to evaluate their personal situation and provide solutionsEducate prospective clients on Fisher Investment's servicesHelp qualified consumers become Fisher Investments' clientsYour Qualifications:5+ years of specifically selling to stock market investorsCurrent Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designationsExperience bringing in new investor businessExperience in high-volume phone activity and in-person meetingsRecord of six-figure earnings in each of the past 3 years (pay for production compensation model)U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
