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deposit product strategy intern
USAA
Bank Credit Risk Analyst - Retail Banking (mid-level position)
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
BluPeak Credit Union
Marketing Communications Manager - San Diego, CA Office
BluPeak Credit Union Spring Valley, California
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
BluPeak Credit Union
Marketing Communications Manager - San Diego, CA Office
BluPeak Credit Union National City, California
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
BluPeak Credit Union
Marketing Communications Manager - San Diego, CA Office
BluPeak Credit Union Chula Vista, California
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
10/05/2025
Full time
Marketing Communications Manager - San Diego, CA Office US-CA-San Diego Job ID: Type: Regular Full-Time # of Openings: 1 Category: Marketing Corporate Office Overview The Marketing Communications Manager plays a key role in the successful execution of BluPeak Credit Unions marketing and digital banking strategic plans. The manager supports the VP, Marketing and Digital Experience by driving initiatives that enhance the credit unions visibility, digital transformation efforts, and member experience. This position holds the ultimate responsibility of managing the day-to-day operations of the marketing and digital banking team. This role is responsible for the execution and oversight of integrated marketing, internal and external communications, and brand management initiatives ensuring all messaging, campaigns, and materials consistently support the credit unions brand, member engagement goals, and strategic objectives. The position collaborates cross-functionally with internal stakeholders to promote products, support digital adoption, and drive member growth. Responsibilities Marketing Strategy & Campaign Management Develops and implements integrated marketing campaigns to attract, engage, and retain members across digital and traditional channels. Leads cross-functional marketing initiatives including product rollouts, promotions, new technology launches, digital channel enhancements, and member onboarding communications. Oversees the development and maintenance of the marketing content calendar and coordinate execution across all digital, traditional and branch channels. Collaborates with creative and product teams to develop compelling marketing materials aligned with member needs and business goals. Maintains brand consistency across all internal and external communications and ensures adherence to visual and style guidelines. Digital & Member Experience Support Supports marketing strategies that drive digital platform adoption and optimize the digital banking member experience. Oversees the evaluation, development, testing, and implementation of new digital banking platform initiatives. Evaluates digital member journeys to ensure touchpoints are intuitive, on-brand, and optimized for engagement and performance. Uses analytics and campaign data to refine messaging, target segments, and improve member communication effectiveness. Product & Program Marketing Translates product features and benefits into clear, member-focused messaging across campaigns and collateral. Manages marketing for key product areas, particularly deposit and loan offerings, including promotional campaigns and product lifecycle support. Works closely with compliance and product teams to ensure marketing materials meet regulatory and brand standards. Supports special event planning and implementation, including the annual employee meeting, strategic partner events, Annual Membership meeting, special board meetings, media events, business development events/on-sites, community events, and member education events (ex. workshops). Occasional meeting/event staffing support as assigned. Team & Project Management Leads and manages a high-performing marketing and digital banking team, providing coaching, guidance, performance management, and professional development. Prioritizes and assigns marketing projects, ensuring delivery is timely, accurate, and aligned with strategic objectives. Collaborates cross-functionally to ensure alignment and support for enterprise-wide initiatives and campaigns. Budgeting & Vendor Management Develops and manages assigned marketing, digital experience, and research budgets, ensuring programs are executed within financial guidelines. Oversees third-party vendors and agency partners to support campaign execution, creative development, printing, mailing, and digital production. Processes payables/receivables and provides budget variance reports, expense tracking, and recommendations for cost optimization. Leads the development, deployment, and implementation of BluPeaks marketing automation tools, including its integration into enterprise-wide systems (core, account and loan origination systems, digital banking platforms, etc.) to improve member relationship building and member profitability. Data Analysis & Reporting Monitors and reports on campaign performance, using data insights to enhance effectiveness and inform future planning. Develops trend reports and performance dashboards to identify opportunities for engagement, retention, and product penetration. Uses member segmentation and behavioral data to create targeted campaigns for specific member needs and life stages. Compliance & Regulatory Support Ensures that all marketing and communication materials comply with applicable credit union policy, financial regulations, brand standards, and internal review processes. Partners with Compliance, Risk, and Legal teams on development of required disclosures, privacy notices, fee schedules, and other annual publications. Adheres to company policy and procedure, complete annual compliance training, and comply with business continuity and vendor management policy. These are crucial to the success of the organization and regulatory compliance and/or safety and soundness for the sustainability of the credit union. Complies with all Anti-Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud. Administrative & Strategic Support Supports annual planning, goal setting, and execution for marketing and digital banking initiatives aligned with organizational objectives. Maintains up-to-date knowledge of marketing best practices, financial services trends, and digital tools to drive innovation. Performs other duties as assigned to support departmental or organizational needs. SUPERVISORY RESPONSIBILITIES This position will manage up to 6 direct reports and carry out supervisory responsibilities in accordance with BluPeaks policies and applicable laws. This position will also supervise third-party vendors and project teams as assigned. Qualifications EDUCATION and/or EXPERIENCE B.A./B.S. degree in Marketing, Communications, or a related field. Minimum five years of direct marketing / communications experience is required, including a minimum of two years in a management/supervisor role. Strong knowledge of financial institution products, services, and competitors, along with experience in promotions, research, public relations, social media, and problem-solving preferred. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills. Strong phone and MS Office skills (including Excel, Word, Outlook, PowerPoint) and the ability to learn new programs as applicable. Must be proficient in desktop publishing environments, and have strong word processing and design software skills. Knowledge of Photoshop, Illustrator, In Design, and basic HTML required. OTHER QUALIFICATIONS Self-directed with the ability to prioritize and multi-task, organize and meet scheduled deadlines and handle a variety of tasks concurrently in a fast-paced, deadline-driven environment. Ability to effectively coordinate efforts through a diverse internal and external team Ability to analyze data to identify key findings. Superior project management, planning and organizational skills. Strong team player with the ability to adapt to an ever-changing, organic environment Must be hands-on with all facets of the job. Ability to think strategically, as well as tactically. BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 00 Yearly Salary PI46bbb316752f-6720
USAA
Bank Credit Risk Analyst - Retail Banking (mid-level position)
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/05/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Bank Credit Risk Analyst - Retail Banking (mid-level position)
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/05/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are looking for a mid-level Bank Credit Risk Analyst position. Uses quantitative methods to identify credit risk, develop and deliver credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies industry leading practices and analytical skills to identify risks and opportunities within the managed portfolio and translates results into strategic solutions with the delivery of credit risk strategies. Applies critical thinking skills to synthesize analyses, identify root causes, and develop clear and concise recommendations to drive credit risk strategy development and influence senior decision makers. May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership. Develops industry knowledge and competitive benchmarking to inform credit strategy development. Uses quantitative analysis based upon internal and external data sources to solve analytical projects. Assists with developing, managing, and presenting comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Performs financial risk sensitivity analysis. Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended. Applies programming and analytical techniques to analyze credit data May assist in collaborating with key stakeholders to guide & facilitate teams in the development and implementation of key initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 2+ years of experience in an analytical field or work focused on leading analytical projects, advanced analytics, and risk assessments; OR an advanced degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline. Developing understanding of banking regulations, risk, and compliance. Solid knowledge of current analytical coding languages, such as SAS, SQL, or Python. Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE. What sets you apart: High Proficiency in SAS and SQL and familiarity with capabilities of BI tools (e.g., Tableau) Experience analyzing credit risk associated with consumer credit or deposit products and identifying root causes of shifts in key portfolio performance measurements Experience recommending changes to underwriting strategies for both new originations and existing account strategies (line increases/decrease, balances transfers, payments, authorizations) to handle credit risk Familiarity with the use of explanatory modeling techniques (difference-in-difference, fixed, and random effects models) Experience preparing presentation materials for executive level audiences US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Connecticut Institute for Communities, Inc.
A/P Finance Assistant
Connecticut Institute for Communities, Inc. Patterson, New York
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
10/03/2025
Full time
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
Connecticut Institute for Communities, Inc.
A/P Finance Assistant
Connecticut Institute for Communities, Inc. North Salem, New York
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
10/03/2025
Full time
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
Connecticut Institute for Communities, Inc.
A/P Finance Assistant
Connecticut Institute for Communities, Inc. Brewster, New York
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
10/03/2025
Full time
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing ones personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for ones own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one years part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until Filled CIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PI93c257ca1-
Cyber Intelligence Analyst with Security Clearance
MicroSys LLC Arlington, Virginia
SECURITY CLEARANCE: Active Top Secret with SCI eligibility. Ability to obtain DHS Suitability. LOCATION: Based out of Arlington, Virginia HOURS OF OPERATION: You will be required to perform the services specified in this task order between the operating hours of 9:00 AM and 5:00 PM (ET) Monday through Friday except on Federal holidays or when the Government facility is closed. PROGRAM DESCRIPTION: The DHS's Hunt and Incident Response Team (HIRT) secures the nation's infrastructure. HIRT provides DHS's front-line response for cyber incidents and proactive hunting for malicious cyber activity. MicroSys provides support for on and offsite incident response to Government agencies and critical infrastructure owners who experience cyber-attacks. MicroSys provides HIRT advanced technical assistance, proactive hunting, rapid onsite incident response, and immediate investigation, using host-based, network-based and cloud-based cybersecurity analysis capabilities. Team personnel provide front line response for digital forensics/incident response (DFIR) and proactively hunting for malicious cyber activity. MicroSys is supporting a customer by delivering intelligence support to customer through proactively identifying, analyzing, and responding to cyber threats to inform the customer's vulnerability management (VM) efforts. In support of the customer's strategic direction, MicroSys is looking for motivated individuals who can support the development of new and innovative Cyber Threat Intelligence techniques, to be the tip of the spear for VM's threat intelligence capabilities. Responsibilities: • Proactively gather, analyze, and disseminate timely and accurate CTI to support operational decision-making • Identify emerging cyber threats, vulnerabilities, trends, and recommend countermeasures • Collaborate with internal and external stakeholders to mitigate cyber threats • Improve VM capabilities and knowledge base through training and research • Ingest and analyze information from various classified and unclassified sources • Produce written reports summarizing gathered CTI • Conduct in-person and virtual briefings on vulnerabilities or threat actors • Identify intelligence gaps, specify collection requirements to fill gaps in information, and evaluate resulting intelligence requirements Required Skills: • U.S. Citizenship • Must have an active TS/SCI clearance • Must be able to obtain DHS Suitability • 5+ years of directly relevant experience • Good understanding of intelligence analytical methods and sources • Demonstrated ability to integrate cyber security related data from relevant sources into investigative or analytical products • Ability to work within a multi-disciplined team • Must be able to work collaboratively across agencies and physical locations • Must have experience using multiple Intelligence Community database search tools and familiarity with intelligence monitoring, collection, targeting and reporting • Must have working familiarity with Intelligence Community management of information, classification, dissemination and information and records system • Must have working familiarity with Open-Source Intelligence sources including the use of scraping tools and darkweb browsers • Must have sufficient technical knowledge to perform analysis on intelligence information to determine operational priorities Desired Skills: • Experience supporting Intelligence and/or DoD Customers • Experience performing network security or application security • Excellent verbal and writing skills Required Education: • BS Intelligence, Cybersecurity or related degree, or High School Diploma and 7 years of directly relevant experience. Desired Certifications: • Certified Ethical Hacker (CEH) • CompTIA's Security Plus (SEC+) • Intelligence Analyst Certified (IAC) • Certified Threat Intelligence Analyst (C TIA) OPPORTUNITY Join an ELITE Cyber Team protecting the nation's critical infrastructure! This is a tremendous opportunity for experienced Cyber Security Engineers to further their hands on technical skills in full life cycle security engineering in a highly technical environment using excellent state of the art technologies. This program is of significant size, scope, and complexity that will allow the selected individual to expand and grow their career. THE COMPANY Founded in 2002, MicroSys () is "Golden Rule" driven Federal Cyber Security and Systems Engineering Certified 8(m) EDWOSB headquartered in Gainesville, Virginia. We integrate people, processes, and technology to delivery value driven IT solutions to our customers nationwide. Our focus is enabling the United States Government, specifically focused in the Intelligence Community; Homeland Security & Law Enforcement; and Armed Forces, to meet their mission-critical objectives through the use of highly advanced and cost-effective technology solutions. At MicroSys, we value our employees. So much so we developed an entire methodology around helping our employees grow themselves and their careers (MicroSys Employee Growth Strategy or MEGS). Taking great care of each employee is highly important at MicroSys and it's why we have a tremendously high retention rate. If you're tired of being just another number and want to work for a company that truly watches out for its employees on an individual basis then strongly consider MicroSys. MicroSys provides a very thorough benefits program, which includes the following: Medical/Health Insurance Vision Insurance Dental Insurance Life Insurance Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Retirement Plan 529-College Savings Program Paid Time Off (PTO) - o Years 1-3 15 days (120 hours) per calendar year o Years 4-7 20 days (160 hours) per calendar year o Years 7+ 25 days (200 hours) per calendar year Paid Holidays Parking/Metro Reimbursement Direct Deposit Section 125 Employee Bonus Program Employee Referral Bonus
10/03/2025
Full time
SECURITY CLEARANCE: Active Top Secret with SCI eligibility. Ability to obtain DHS Suitability. LOCATION: Based out of Arlington, Virginia HOURS OF OPERATION: You will be required to perform the services specified in this task order between the operating hours of 9:00 AM and 5:00 PM (ET) Monday through Friday except on Federal holidays or when the Government facility is closed. PROGRAM DESCRIPTION: The DHS's Hunt and Incident Response Team (HIRT) secures the nation's infrastructure. HIRT provides DHS's front-line response for cyber incidents and proactive hunting for malicious cyber activity. MicroSys provides support for on and offsite incident response to Government agencies and critical infrastructure owners who experience cyber-attacks. MicroSys provides HIRT advanced technical assistance, proactive hunting, rapid onsite incident response, and immediate investigation, using host-based, network-based and cloud-based cybersecurity analysis capabilities. Team personnel provide front line response for digital forensics/incident response (DFIR) and proactively hunting for malicious cyber activity. MicroSys is supporting a customer by delivering intelligence support to customer through proactively identifying, analyzing, and responding to cyber threats to inform the customer's vulnerability management (VM) efforts. In support of the customer's strategic direction, MicroSys is looking for motivated individuals who can support the development of new and innovative Cyber Threat Intelligence techniques, to be the tip of the spear for VM's threat intelligence capabilities. Responsibilities: • Proactively gather, analyze, and disseminate timely and accurate CTI to support operational decision-making • Identify emerging cyber threats, vulnerabilities, trends, and recommend countermeasures • Collaborate with internal and external stakeholders to mitigate cyber threats • Improve VM capabilities and knowledge base through training and research • Ingest and analyze information from various classified and unclassified sources • Produce written reports summarizing gathered CTI • Conduct in-person and virtual briefings on vulnerabilities or threat actors • Identify intelligence gaps, specify collection requirements to fill gaps in information, and evaluate resulting intelligence requirements Required Skills: • U.S. Citizenship • Must have an active TS/SCI clearance • Must be able to obtain DHS Suitability • 5+ years of directly relevant experience • Good understanding of intelligence analytical methods and sources • Demonstrated ability to integrate cyber security related data from relevant sources into investigative or analytical products • Ability to work within a multi-disciplined team • Must be able to work collaboratively across agencies and physical locations • Must have experience using multiple Intelligence Community database search tools and familiarity with intelligence monitoring, collection, targeting and reporting • Must have working familiarity with Intelligence Community management of information, classification, dissemination and information and records system • Must have working familiarity with Open-Source Intelligence sources including the use of scraping tools and darkweb browsers • Must have sufficient technical knowledge to perform analysis on intelligence information to determine operational priorities Desired Skills: • Experience supporting Intelligence and/or DoD Customers • Experience performing network security or application security • Excellent verbal and writing skills Required Education: • BS Intelligence, Cybersecurity or related degree, or High School Diploma and 7 years of directly relevant experience. Desired Certifications: • Certified Ethical Hacker (CEH) • CompTIA's Security Plus (SEC+) • Intelligence Analyst Certified (IAC) • Certified Threat Intelligence Analyst (C TIA) OPPORTUNITY Join an ELITE Cyber Team protecting the nation's critical infrastructure! This is a tremendous opportunity for experienced Cyber Security Engineers to further their hands on technical skills in full life cycle security engineering in a highly technical environment using excellent state of the art technologies. This program is of significant size, scope, and complexity that will allow the selected individual to expand and grow their career. THE COMPANY Founded in 2002, MicroSys () is "Golden Rule" driven Federal Cyber Security and Systems Engineering Certified 8(m) EDWOSB headquartered in Gainesville, Virginia. We integrate people, processes, and technology to delivery value driven IT solutions to our customers nationwide. Our focus is enabling the United States Government, specifically focused in the Intelligence Community; Homeland Security & Law Enforcement; and Armed Forces, to meet their mission-critical objectives through the use of highly advanced and cost-effective technology solutions. At MicroSys, we value our employees. So much so we developed an entire methodology around helping our employees grow themselves and their careers (MicroSys Employee Growth Strategy or MEGS). Taking great care of each employee is highly important at MicroSys and it's why we have a tremendously high retention rate. If you're tired of being just another number and want to work for a company that truly watches out for its employees on an individual basis then strongly consider MicroSys. MicroSys provides a very thorough benefits program, which includes the following: Medical/Health Insurance Vision Insurance Dental Insurance Life Insurance Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Retirement Plan 529-College Savings Program Paid Time Off (PTO) - o Years 1-3 15 days (120 hours) per calendar year o Years 4-7 20 days (160 hours) per calendar year o Years 7+ 25 days (200 hours) per calendar year Paid Holidays Parking/Metro Reimbursement Direct Deposit Section 125 Employee Bonus Program Employee Referral Bonus
USAA
Product Management Manager - Deposits
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Allstate
Senior Trial Attorney, $10k Sign-on Bonus (Remote - San Francisco, CA)
Allstate Schenectady, New York
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the California State Bar. Minimum Requirements 5+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load. Comfortable working in a remote environment and willing to travel throughout California Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business: As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives, and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. Skills Bench Trials, Bodily Injury Claims, Civil Litigation, Documentation Review, Evidence Gathering, Insurance Defense, Insurance Litigation, Legal Research, Legal Writing, Litigation, Personal Injury Law, Trial Practice, Trial Work Compensation Compensation offered for this role is $85 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
10/03/2025
Full time
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the California State Bar. Minimum Requirements 5+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load. Comfortable working in a remote environment and willing to travel throughout California Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business: As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives, and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. Skills Bench Trials, Bodily Injury Claims, Civil Litigation, Documentation Review, Evidence Gathering, Insurance Defense, Insurance Litigation, Legal Research, Legal Writing, Litigation, Personal Injury Law, Trial Practice, Trial Work Compensation Compensation offered for this role is $85 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
USAA
Product Management Manager - Deposits
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Allstate
Senior Trial Attorney (Remote - Utah Bar Licensed)
Allstate Schenectady, New York
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the Utah State Bar. Minimum Requirements 3+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load . Comfortable working in a remote environment and willing to travel throughout the greater Salt Lake City area . Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business : As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives , and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. SM1 Skills Arbitration, Court Appearances, Depositions, Documentation Review, Evidence Gathering, Legal Research, Legal Writing, Litigation, Litigation Law, Trial Work Compensation Compensation offered for this role is $125,000 - 152,650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
10/03/2025
Full time
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the Utah State Bar. Minimum Requirements 3+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load . Comfortable working in a remote environment and willing to travel throughout the greater Salt Lake City area . Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business : As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives , and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. SM1 Skills Arbitration, Court Appearances, Depositions, Documentation Review, Evidence Gathering, Legal Research, Legal Writing, Litigation, Litigation Law, Trial Work Compensation Compensation offered for this role is $125,000 - 152,650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Allstate
Senior Trial Attorney (Tallahassee, FL)
Allstate Jacksonville, Florida
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the Florid a State Bar. Minimum Requirements 3+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load . Comfortable working in a remote environment and must be commutable throughout the greater Tallahassee Florida area Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business : As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives , a Highlight Color Black nd culture. This comprehensive understanding enables you to align legal strategies closely with Skills Case Management, Client Communication, Documentation Review, Evidence Gathering, Legal Research, Legal Writing, Litigation, Negotiation, Time Management Compensation Compensation offered for this role is $85 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
10/03/2025
Full time
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and property damage lawsuits, subrogation, and Allstate Financial cases. Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions. Prepares and presents pre- and post-trial motions effectively. Assists colleagues in resolving calendar conflicts in a collaborative manner. Offers counsel to business clients on day-to-day legal matters. Manages projects efficiently, fostering coordination and collaboration among legal teams. Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation. Education Juris Doctorate and active membership in good standing with the Florid a State Bar. Minimum Requirements 3+ years of proven litigation experience or strong litigation-type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure. First or second chair jury trial experience is preferred. Proven experience with insurance defense is preferred. Proficiency in Microsoft Office, LexisNexis (preferred), and internet research. Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel. Capacity to manage a substantial case load . Comfortable working in a remote environment and must be commutable throughout the greater Tallahassee Florida area Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Holistic Understanding of the Business : As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives , a Highlight Color Black nd culture. This comprehensive understanding enables you to align legal strategies closely with Skills Case Management, Client Communication, Documentation Review, Evidence Gathering, Legal Research, Legal Writing, Litigation, Negotiation, Time Management Compensation Compensation offered for this role is $85 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger - a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Allstate
Client Legal Services Attorney Senior Consultant II
Allstate Uniondale, New York
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As an early career Personal Injury Protection (PIP) Attorney, you'll handle no fault, bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Manage all aspects of insurance defense litigation from case inception to verdict, including initial case assessment, discovery, depositions, motion practice, pre-trial negotiations, and courtroom advocacy. Conduct Special Investigation Unit (SIU) Examinations Under Oath (EUOs) and prepare comprehensive reports with a focus on SIU and Personal Injury Protection (PIP) matters. Review new file assignments, analyze evidence, develop case strategies, and prepare and draft pleadings, motions, and other legal documents. Conduct AAA no-fault arbitrations, mediations, and try cases as needed, including preparing witnesses and clients for testimony. Investigate and pursue subrogation litigation opportunities to recover costs when appropriate. Keep claim business partners consistently updated on case status through regular communications, strategy conferences, and pre-trial reports. Monitor changes in laws and regulations to ensure compliance and optimize legal strategies for the company and clients. Education Juris Doctorate and active membership in good standing with the New York State Bar. Minimum Requirements Successful completion of courses focused on legal research, writing, and analysis, demonstrating the ability to conduct thorough legal research and draft clear, well-structured legal documents. Demonstrates strong time management skills, effectively balancing multiple tasks and deadlines. Capable of organizing case files, managing legal documents, and understanding the discovery process. Skilled in communicating with clients, preparing summaries, and maintaining records of interactions. Well-versed in legal ethics and the standards of professional conduct. Equipped with fundamental negotiation techniques and strategies for client interactions and settlement discussions. Must be commutable distance to courthouses throughout the greater New York area. Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules and flexibility, allowing you to excel professionally while enjoying a fulfilling personal life. Holistic Understanding of the Business: As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives, and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Skills Client Documentation, Evidence Gathering, Legal Document Preparation, Litigation, Torts Compensation Compensation offered for this role is $66 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
10/03/2025
Full time
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Join the legal frontline and champion the defense for both the insured and the Company! As an early career Personal Injury Protection (PIP) Attorney, you'll handle no fault, bodily injury, property damage lawsuits, and more, with thrilling trials, arbitrations, and mediations. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities Manage all aspects of insurance defense litigation from case inception to verdict, including initial case assessment, discovery, depositions, motion practice, pre-trial negotiations, and courtroom advocacy. Conduct Special Investigation Unit (SIU) Examinations Under Oath (EUOs) and prepare comprehensive reports with a focus on SIU and Personal Injury Protection (PIP) matters. Review new file assignments, analyze evidence, develop case strategies, and prepare and draft pleadings, motions, and other legal documents. Conduct AAA no-fault arbitrations, mediations, and try cases as needed, including preparing witnesses and clients for testimony. Investigate and pursue subrogation litigation opportunities to recover costs when appropriate. Keep claim business partners consistently updated on case status through regular communications, strategy conferences, and pre-trial reports. Monitor changes in laws and regulations to ensure compliance and optimize legal strategies for the company and clients. Education Juris Doctorate and active membership in good standing with the New York State Bar. Minimum Requirements Successful completion of courses focused on legal research, writing, and analysis, demonstrating the ability to conduct thorough legal research and draft clear, well-structured legal documents. Demonstrates strong time management skills, effectively balancing multiple tasks and deadlines. Capable of organizing case files, managing legal documents, and understanding the discovery process. Skilled in communicating with clients, preparing summaries, and maintaining records of interactions. Well-versed in legal ethics and the standards of professional conduct. Equipped with fundamental negotiation techniques and strategies for client interactions and settlement discussions. Must be commutable distance to courthouses throughout the greater New York area. Explore the Benefits of Joining Allstate's Client Legal Services: Exceptional Work-Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in-house litigation roles provide more predictable schedules and flexibility, allowing you to excel professionally while enjoying a fulfilling personal life. Holistic Understanding of the Business: As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives, and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments. Direct Client Collaboration: Working in-house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success. Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line. Diverse Legal Challenges: In-house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory. Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career. Skills Client Documentation, Evidence Gathering, Legal Document Preparation, Litigation, Torts Compensation Compensation offered for this role is $66 650.00 annually and is based on experience and qualifications. The candidate(s) offered this position will be required to submit to a background investigation. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click " here " for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click " here " for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the "EEO is the Law" poster click " here ". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs To view the FMLA poster, click " here ". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
International Relationship Manager II
Amerant Bank Coral Gables, Florida
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.Develops new client business using external knowledge of target market (LATAM). Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products. Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential. Uses available tools and applications to prepare and deliver proposals based on clients' goals and needs. Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services. Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries. Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Actively participates in any required personal, corporate and business line training. For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm's. RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings. Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes. Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution. Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward Obtain a general knowledge of products and services offered by the group through its multiple units. Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Identify, channel and follow up on customers complaints until problem is fully resolved. Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers' accounts.Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor. Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. All other duties as required. Minimum Education and/or Certifications Requirements: Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
10/03/2025
Full time
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.Develops new client business using external knowledge of target market (LATAM). Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products. Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential. Uses available tools and applications to prepare and deliver proposals based on clients' goals and needs. Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services. Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries. Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Actively participates in any required personal, corporate and business line training. For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm's. RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings. Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes. Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution. Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward Obtain a general knowledge of products and services offered by the group through its multiple units. Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Identify, channel and follow up on customers complaints until problem is fully resolved. Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers' accounts.Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor. Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. All other duties as required. Minimum Education and/or Certifications Requirements: Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
USAA
Product Management Manager - Deposits
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
10/03/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This Product Management Manager is an individual contributor role accountable for managing the USAA Debit Card portfolio, with a focus on deepening member relationships by driving increased card penetration, activation, and utilization. This role will leverage internal and external data, a strong understanding of debit card products and a high degree of analytical acumen to manage portfolio performance (e.g., financial performance, transaction and sales growth, attrition, competitive benchmarking) and influence product strategy. The role will develop recommendations for product enhancements, create associated business cases for investments, and support the development of marketing, digital, and call center tactics to present such enhancements to members to drive growth. The role will also be accountable for supporting first line of defense risk management activities (e.g., issue management, audits/assessments, fraud monitoring) and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverage resources to gather analytics, competitive intelligence, and member information to support formulation of product strategy. Participate in the development of product strategy recommendations. Develop recommendations to launch new products or sales strategies and the evaluation and decision to buy/build or partner. Act as product SME on features and services and collaborates with business partners to provide recommendations. Partner with phone and digital teams on how to effectively use sales guides and provides education on products and services, including new offerings and enhancements to existing features. Assist in the identification and evaluation of potential providers for alliance relationships. Provide support in developing, editing, and distributing product communications. Conduct research on external market trends/design changes, financials, member information and/or transaction data for assigned products. Hold responsibility for coordinating with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed, implemented, and managed in compliance with all applicable laws and regulations. Interpret performance results to inform product or sales forecast and planning. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of relevant industry experience in Actuary, Underwriting, Marketing or Sales/Service or Finance/Accounting Operations or Financial Services. 2 years of product management, or similar strategic management experience (similar experience includes direct support in managing product performance). 1 year of Data Visualization experience (i.e. Tableau). Advanced experience in creating product briefings. Experienced in market research to create product roadmap, make product decisions and iterate rapidly. Knowledge of applicable product related regulations, and risk and compliance requirements. Knowledge of federal laws, rules, and regulations to include: FFIEC- Retail Payment Systems Handbook, Payment Rules (NACHA, Zelle, etc.), Reg CC, Reg E, Reg DD. What sets you apart: 3+ Years of product management, preferably with Debit Cards Experience with data analytics and BI tools (e.g., SAS, SQL, Tableau) to investigate insights, develop reporting, and build fact-based recommendations Analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make strong recommendations) Attention to detail, self-discipline, and self-motivation (i.e., comfortable making decisions and working in an ambiguous fast paced environment) Demonstrated experience with end-to-end program execution and project management Strong communication skills and experience in presenting to executive leadership US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
ChenMed
Market Associate Center Operations Director
ChenMed Norfolk, Virginia
We're unique. You should be, too. We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We're different than most primary care providers. We're rapidly expanding and we need great people to join our team. The Associate Center Director directs and administers the day-to-day operations of a medical center. The incumbent in this role is responsible for the overall performance of the operational, economical, sales and people-related center level goals. He/She partners closely with the center's clinical leadership to ensure patient care, service and clinical metrics, goals and objectives meet and/or exceed expectations. The Associate Director Center is an individual that, first and foremost, has a strong desire to serve others. The incumbent must be equally comfortable greeting patients in the waiting room, engaging with PCPs to further the ChenMed Way, leading a diverse staff, growing a business and owning a profit and loss budget. This service-oriented individual has a keen understanding of how serving others results in staff that is better developed and more capable, and patients that are more engaged in their health, thereby yielding better patient outcomes. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: Owns and operates an average annual budget in excess of $20M for a medical center; staffing up to 30 employees and regularly servicing an average of less than 12,000 patients per year. Leads growth strategy for center around membership growth and community outreach. Leads people, coordinates and inspires the team and achieves results under challenging circumstances. Works comfortably with financial statements, and financial concepts, in a service organization. Provides extraordinary customer service to all internal and external customers ( including patients and other Chen Medical team members ). Monitors office communication and performance to ensure that front desk, referrals and care promoter teams operate in an efficient, accurate and customer-focused manner. Collaborates with team leaders to conduct performance evaluations of team members and complete any required disciplinary actions. Attends all growth related events. Monitors the number of patients and wait times to ensure proper flow of patients from check-in through appointment to check-out. Addresses and resolves all customer-service or team member issues. Ensures accuracy of all incoming and outgoing information including supplies, invoices, billing requests and patient records. Works in partnership with the Sales and Marketing COE in developing strategies to increase and retain membership. Applies a bias towards frugality and creativity when it comes to problem solving for operational challenges, seeking to improve people, process and systems resolutions before increasing costs and complexity. Utilizes a keen sense of business acumen that assists with understanding our business, appreciating the various operating levers to utilize for success and driving significant new patient growth in their center. Collaborates with the Leadership Team and Administrators in relation to strategic business planning. Demonstrates an astute sense of ownership; the successful Director, Center drives center success from all dimensions - people, finance, service, growth and outcomes, as if they owned the organization. Maintains an awareness of the competitive healthcare environment; actively drive sales and ensures that ChenMed's family of companies' level of service exceeds all other healthcare providers. Performs other duties as assigned and modified at manager's discretion. Other responsibilities may include: Conducts tours for prospective patients and ensures New Patient paperwork is completed and in chart. Works with PCPs to assist with scheduling meetings with patients and/or writing letters to/for patients. Reviews reports to ensure target metrics are achieved and processes are being followed. Ensures co-pays are compliantly collected and cash is reconciled and deposited. Conducts walk-through of the Center to ensure a clean and safe environment, including spot checks of back office for expired medications, proper biohazard waste and medicine disposal, etc. Conducts trainings and refreshers regarding Medicare and HIPAA compliance, ensures annual OSHA trainings occur and employees have all required certifications current in their files. Monitors transportation and housekeeping activities. Monitors and/or alters team member work schedules, including approval of overtime or vacations. Competencies: Drives Results: Consistently achieves results, even under tough circumstances. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Builds Effective Teams: Building strong identity teams that apply their diverse skills and perspectives to achieve common goals. Situational Adaptability: Effectively building formal and informal relationship networks inside and outside the organization. Customer Focus: Building strong customer-centric relationships and delivering customer-centric solutions. Demonstrates Self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Business Insight: Applying knowledge of business and the marketplace to advance the organization's goals. Financial Acumen: Interpreting and applying understanding of key financial indicators to make better business decisions. KNOWLEDGE, SKILLS AND ABILITIES: Highly developed business acumen and acuity Dynamic individual with outgoing, energetic, and collaborative personality Possesses the knowledge, understanding, experience, skills, and abilities commensurate with managing an entity that equals or exceeds $20M in annual revenue Introductory knowledge and understanding of and experience with full risk management contracts Strong track record of taking on new assignments and quickly mastering new ways of accomplishing goals Analytical, organized, driven by attaining results. Exceptionally detail-oriented with a high degree of objectivity and methodical skills to ensure accuracy of reports and data Exceptional written, verbal, and interpersonal communication skills; comfortable with public speaking Emotionally mature, able to initiate, conduct and navigate difficult conversations with individuals at all levels Strategic and visionary approach to work. Innovative, creative, and continually seeking ways improve efficiency and productivity through cutting-edge, technological advancements Openness to learning with a curiosity about the ChenMed Way and willingness to adapt to our innovative approach to improving health outcomes Capability to effectively communicate with employees, patients, and other individuals in a professional and courteous manner Keen ability to manage multiple projects and processes and work effectively with other team members Proficient in Microsoft Office Suite products including Excel, Word, PowerPoint and Outlook, plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software Ability and willingness to travel locally, regionally and nationwide up to 20% of the time Spoken and written fluency in English This position requires use and exercise of independent judgment KNOWLEDGE, SKILLS AND ABILITIES: Ability to build relationships. Understands the power of relationships and fosters a culture of collaboration and mutual respect. Build strong connections with staff, patients, and external partners to enhance the overall experience. Strong business acumen and acuity with a data driven mindset. Utilizes a data-driven approach to inform decision-making. Analyze key performance indicators and metrics to identify areas for improvement and track progress towards goals. Team builder. Ability to develop and implement strategies to engage and develop team members. Promote a positive work environment that supports professional growth and high levels of job satisfaction. Good knowledge and understanding of general Operations standards, functions, methods, techniques, practices, processes and procedures Understanding of regulatory standards, various local, state and federal laws that apply to the business and where to find information on standards and interpretations Excellent critical reasoning, decision-making, and problem-solving skills to analyze situations, determine risks, and find solutions to prevent future issues and resolve recurring defects Strong organizational skills and attention to details to handle multiple tasks, short deadlines, frequent interruptions, and shifting priorities in support of changing company objectives Intermediate working knowledge of Microsoft Office Suite products including Excel, Word, PowerPoint and Outlook, plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software Spoken and written fluency in English This position requires use and exercise of independent judgment EDUCATION AND EXPERIENCE CRITERIA: . click apply for full job details
10/02/2025
Full time
We're unique. You should be, too. We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We're different than most primary care providers. We're rapidly expanding and we need great people to join our team. The Associate Center Director directs and administers the day-to-day operations of a medical center. The incumbent in this role is responsible for the overall performance of the operational, economical, sales and people-related center level goals. He/She partners closely with the center's clinical leadership to ensure patient care, service and clinical metrics, goals and objectives meet and/or exceed expectations. The Associate Director Center is an individual that, first and foremost, has a strong desire to serve others. The incumbent must be equally comfortable greeting patients in the waiting room, engaging with PCPs to further the ChenMed Way, leading a diverse staff, growing a business and owning a profit and loss budget. This service-oriented individual has a keen understanding of how serving others results in staff that is better developed and more capable, and patients that are more engaged in their health, thereby yielding better patient outcomes. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: Owns and operates an average annual budget in excess of $20M for a medical center; staffing up to 30 employees and regularly servicing an average of less than 12,000 patients per year. Leads growth strategy for center around membership growth and community outreach. Leads people, coordinates and inspires the team and achieves results under challenging circumstances. Works comfortably with financial statements, and financial concepts, in a service organization. Provides extraordinary customer service to all internal and external customers ( including patients and other Chen Medical team members ). Monitors office communication and performance to ensure that front desk, referrals and care promoter teams operate in an efficient, accurate and customer-focused manner. Collaborates with team leaders to conduct performance evaluations of team members and complete any required disciplinary actions. Attends all growth related events. Monitors the number of patients and wait times to ensure proper flow of patients from check-in through appointment to check-out. Addresses and resolves all customer-service or team member issues. Ensures accuracy of all incoming and outgoing information including supplies, invoices, billing requests and patient records. Works in partnership with the Sales and Marketing COE in developing strategies to increase and retain membership. Applies a bias towards frugality and creativity when it comes to problem solving for operational challenges, seeking to improve people, process and systems resolutions before increasing costs and complexity. Utilizes a keen sense of business acumen that assists with understanding our business, appreciating the various operating levers to utilize for success and driving significant new patient growth in their center. Collaborates with the Leadership Team and Administrators in relation to strategic business planning. Demonstrates an astute sense of ownership; the successful Director, Center drives center success from all dimensions - people, finance, service, growth and outcomes, as if they owned the organization. Maintains an awareness of the competitive healthcare environment; actively drive sales and ensures that ChenMed's family of companies' level of service exceeds all other healthcare providers. Performs other duties as assigned and modified at manager's discretion. Other responsibilities may include: Conducts tours for prospective patients and ensures New Patient paperwork is completed and in chart. Works with PCPs to assist with scheduling meetings with patients and/or writing letters to/for patients. Reviews reports to ensure target metrics are achieved and processes are being followed. Ensures co-pays are compliantly collected and cash is reconciled and deposited. Conducts walk-through of the Center to ensure a clean and safe environment, including spot checks of back office for expired medications, proper biohazard waste and medicine disposal, etc. Conducts trainings and refreshers regarding Medicare and HIPAA compliance, ensures annual OSHA trainings occur and employees have all required certifications current in their files. Monitors transportation and housekeeping activities. Monitors and/or alters team member work schedules, including approval of overtime or vacations. Competencies: Drives Results: Consistently achieves results, even under tough circumstances. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Builds Effective Teams: Building strong identity teams that apply their diverse skills and perspectives to achieve common goals. Situational Adaptability: Effectively building formal and informal relationship networks inside and outside the organization. Customer Focus: Building strong customer-centric relationships and delivering customer-centric solutions. Demonstrates Self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Business Insight: Applying knowledge of business and the marketplace to advance the organization's goals. Financial Acumen: Interpreting and applying understanding of key financial indicators to make better business decisions. KNOWLEDGE, SKILLS AND ABILITIES: Highly developed business acumen and acuity Dynamic individual with outgoing, energetic, and collaborative personality Possesses the knowledge, understanding, experience, skills, and abilities commensurate with managing an entity that equals or exceeds $20M in annual revenue Introductory knowledge and understanding of and experience with full risk management contracts Strong track record of taking on new assignments and quickly mastering new ways of accomplishing goals Analytical, organized, driven by attaining results. Exceptionally detail-oriented with a high degree of objectivity and methodical skills to ensure accuracy of reports and data Exceptional written, verbal, and interpersonal communication skills; comfortable with public speaking Emotionally mature, able to initiate, conduct and navigate difficult conversations with individuals at all levels Strategic and visionary approach to work. Innovative, creative, and continually seeking ways improve efficiency and productivity through cutting-edge, technological advancements Openness to learning with a curiosity about the ChenMed Way and willingness to adapt to our innovative approach to improving health outcomes Capability to effectively communicate with employees, patients, and other individuals in a professional and courteous manner Keen ability to manage multiple projects and processes and work effectively with other team members Proficient in Microsoft Office Suite products including Excel, Word, PowerPoint and Outlook, plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software Ability and willingness to travel locally, regionally and nationwide up to 20% of the time Spoken and written fluency in English This position requires use and exercise of independent judgment KNOWLEDGE, SKILLS AND ABILITIES: Ability to build relationships. Understands the power of relationships and fosters a culture of collaboration and mutual respect. Build strong connections with staff, patients, and external partners to enhance the overall experience. Strong business acumen and acuity with a data driven mindset. Utilizes a data-driven approach to inform decision-making. Analyze key performance indicators and metrics to identify areas for improvement and track progress towards goals. Team builder. Ability to develop and implement strategies to engage and develop team members. Promote a positive work environment that supports professional growth and high levels of job satisfaction. Good knowledge and understanding of general Operations standards, functions, methods, techniques, practices, processes and procedures Understanding of regulatory standards, various local, state and federal laws that apply to the business and where to find information on standards and interpretations Excellent critical reasoning, decision-making, and problem-solving skills to analyze situations, determine risks, and find solutions to prevent future issues and resolve recurring defects Strong organizational skills and attention to details to handle multiple tasks, short deadlines, frequent interruptions, and shifting priorities in support of changing company objectives Intermediate working knowledge of Microsoft Office Suite products including Excel, Word, PowerPoint and Outlook, plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software Spoken and written fluency in English This position requires use and exercise of independent judgment EDUCATION AND EXPERIENCE CRITERIA: . click apply for full job details
ChenMed
Center Operations Director - NOLA Region
ChenMed Metairie, Louisiana
We're unique. You should be, too. We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We're different than most primary care providers. We're rapidly expanding and we need great people to join our team. The Center Operations Director directs and administers the day-to-day operations of the medical center. The incumbent in this role is responsible for the overall performance of the operational, economical, sales and people-related center level goals. He/She partners closely with the center's clinical leadership to ensure patient care, service and clinical metrics, goals and objectives meet and/or exceed expectations. The Director, Center is an individual that, first and foremost, has a strong desire to serve others. The incumbent must be equally comfortable greeting patients in the waiting room, engaging with PCPs to further the ChenMed Way, leading a diverse staff, growing a business and owning a profit and loss budget. This service-oriented individual has a keen understanding of how serving others results in staff that is better developed and more capable, and patients that are more engaged in their health, thereby yielding better patient outcomes. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: Owns and operates an average annual budget in excess of $20M for a medical center; staffing up to 30 employees and regularly servicing an average of less than 12,000 patients per year. Leads growth strategy for center around membership growth and community outreach. Leads people, coordinates and inspires the team and achieves results under challenging circumstances. Works comfortably with financial statements, and financial concepts, in a service organization. Provides extraordinary customer service to all internal and external customers ( including patients and other Chen Medical team members ). Monitors office communication and performance to ensure that front desk, referrals and care promoter teams operate in an efficient, accurate and customer-focused manner. Collaborates with team leaders to conduct performance evaluations of team members and complete any required disciplinary actions. Attends all growth related events. Monitors the number of patients and wait times to ensure proper flow of patients from check-in through appointment to check-out. Addresses and resolves all customer-service or team member issues. Ensures accuracy of all incoming and outgoing information including supplies, invoices, billing requests and patient records. Works in partnership with the Sales and Marketing COE in developing strategies to increase and retain membership. Applies a bias towards frugality and creativity when it comes to problem solving for operational challenges, seeking to improve people, process and systems resolutions before increasing costs and complexity. Utilizes a keen sense of business acumen that assists with understanding our business, appreciating the various operating levers to utilize for success and driving significant new patient growth in their center. Collaborates with the Leadership Team and Administrators in relation to strategic business planning. Demonstrates an astute sense of ownership; the successful Director, Center drives center success from all dimensions - people, finance, service, growth and outcomes, as if they owned the organization. Maintains an awareness of the competitive healthcare environment; actively drive sales and ensures that ChenMed's family of companies' level of service exceeds all other healthcare providers. Performs other duties as assigned and modified at manager's discretion. Other responsibilities may include: Conducts tours for prospective patients and ensures New Patient paperwork is completed and in chart. Works with PCPs to assist with scheduling meetings with patients and/or writing letters to/for patients. Reviews reports to ensure target metrics are achieved and processes are being followed. Ensures co-pays are compliantly collected and cash is reconciled and deposited. Conducts walk-through of the Center to ensure a clean and safe environment, including spot checks of back office for expired medications, proper biohazard waste and medicine disposal, etc. Conducts trainings and refreshers regarding Medicare and HIPAA compliance, ensures annual OSHA trainings occur and employees have all required certifications current in their files. Monitors transportation and housekeeping activities. Monitors and/or alters team member work schedules, including approval of overtime or vacations. Competencies: Drives Results: Consistently achieves results, even under tough circumstances. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Builds Effective Teams: Building strong identity teams that apply their diverse skills and perspectives to achieve common goals. Situational Adaptability: Effectively building formal and informal relationship networks inside and outside the organization. Customer Focus: Building strong customer-centric relationships and delivering customer-centric solutions. Demonstrates Self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Business Insight: Applying knowledge of business and the marketplace to advance the organization's goals. Financial Acumen: Interpreting and applying understanding of key financial indicators to make better business decisions. We're ChenMed and we're transforming healthcare for seniors and changing America's healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We're growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people's lives every single day. Current Employee apply HERE Current Contingent Worker please see job aid HERE to apply
10/02/2025
Full time
We're unique. You should be, too. We're changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We're different than most primary care providers. We're rapidly expanding and we need great people to join our team. The Center Operations Director directs and administers the day-to-day operations of the medical center. The incumbent in this role is responsible for the overall performance of the operational, economical, sales and people-related center level goals. He/She partners closely with the center's clinical leadership to ensure patient care, service and clinical metrics, goals and objectives meet and/or exceed expectations. The Director, Center is an individual that, first and foremost, has a strong desire to serve others. The incumbent must be equally comfortable greeting patients in the waiting room, engaging with PCPs to further the ChenMed Way, leading a diverse staff, growing a business and owning a profit and loss budget. This service-oriented individual has a keen understanding of how serving others results in staff that is better developed and more capable, and patients that are more engaged in their health, thereby yielding better patient outcomes. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: Owns and operates an average annual budget in excess of $20M for a medical center; staffing up to 30 employees and regularly servicing an average of less than 12,000 patients per year. Leads growth strategy for center around membership growth and community outreach. Leads people, coordinates and inspires the team and achieves results under challenging circumstances. Works comfortably with financial statements, and financial concepts, in a service organization. Provides extraordinary customer service to all internal and external customers ( including patients and other Chen Medical team members ). Monitors office communication and performance to ensure that front desk, referrals and care promoter teams operate in an efficient, accurate and customer-focused manner. Collaborates with team leaders to conduct performance evaluations of team members and complete any required disciplinary actions. Attends all growth related events. Monitors the number of patients and wait times to ensure proper flow of patients from check-in through appointment to check-out. Addresses and resolves all customer-service or team member issues. Ensures accuracy of all incoming and outgoing information including supplies, invoices, billing requests and patient records. Works in partnership with the Sales and Marketing COE in developing strategies to increase and retain membership. Applies a bias towards frugality and creativity when it comes to problem solving for operational challenges, seeking to improve people, process and systems resolutions before increasing costs and complexity. Utilizes a keen sense of business acumen that assists with understanding our business, appreciating the various operating levers to utilize for success and driving significant new patient growth in their center. Collaborates with the Leadership Team and Administrators in relation to strategic business planning. Demonstrates an astute sense of ownership; the successful Director, Center drives center success from all dimensions - people, finance, service, growth and outcomes, as if they owned the organization. Maintains an awareness of the competitive healthcare environment; actively drive sales and ensures that ChenMed's family of companies' level of service exceeds all other healthcare providers. Performs other duties as assigned and modified at manager's discretion. Other responsibilities may include: Conducts tours for prospective patients and ensures New Patient paperwork is completed and in chart. Works with PCPs to assist with scheduling meetings with patients and/or writing letters to/for patients. Reviews reports to ensure target metrics are achieved and processes are being followed. Ensures co-pays are compliantly collected and cash is reconciled and deposited. Conducts walk-through of the Center to ensure a clean and safe environment, including spot checks of back office for expired medications, proper biohazard waste and medicine disposal, etc. Conducts trainings and refreshers regarding Medicare and HIPAA compliance, ensures annual OSHA trainings occur and employees have all required certifications current in their files. Monitors transportation and housekeeping activities. Monitors and/or alters team member work schedules, including approval of overtime or vacations. Competencies: Drives Results: Consistently achieves results, even under tough circumstances. Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. Builds Effective Teams: Building strong identity teams that apply their diverse skills and perspectives to achieve common goals. Situational Adaptability: Effectively building formal and informal relationship networks inside and outside the organization. Customer Focus: Building strong customer-centric relationships and delivering customer-centric solutions. Demonstrates Self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Business Insight: Applying knowledge of business and the marketplace to advance the organization's goals. Financial Acumen: Interpreting and applying understanding of key financial indicators to make better business decisions. We're ChenMed and we're transforming healthcare for seniors and changing America's healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We're growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people's lives every single day. Current Employee apply HERE Current Contingent Worker please see job aid HERE to apply

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