It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Collaborate with team members and partners to achieve branch goals and drive overall performance. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers with digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency. Handle cash and maintain accurate cash drawer balances. Assist with custodianship, audits, and other operational tasks. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Time allocated to each core responsibility may vary depending on the branch needs. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 12+ Months Experience selling products and/or services - Required. (OR) 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) 6+ Months Cash handling experience - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Ability to learn and apply sales techniques to recommend products and services that meet customer needs. Experience in cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Understands the necessity and value of accuracy and attention to detail. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $34,500.00 USD Maximum: $53,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Collaborate with team members and partners to achieve branch goals and drive overall performance. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers with digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency. Handle cash and maintain accurate cash drawer balances. Assist with custodianship, audits, and other operational tasks. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Time allocated to each core responsibility may vary depending on the branch needs. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 12+ Months Experience selling products and/or services - Required. (OR) 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) 6+ Months Cash handling experience - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Ability to learn and apply sales techniques to recommend products and services that meet customer needs. Experience in cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Understands the necessity and value of accuracy and attention to detail. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $34,500.00 USD Maximum: $53,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Santander Holdings USA Inc
Buzzards Bay, Massachusetts
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Santander Holdings USA Inc
Edgartown, Massachusetts
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Collaborate with team members and partners to achieve branch goals and drive overall performance. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers with digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency. Handle cash and maintain accurate cash drawer balances. Assist with custodianship, audits, and other operational tasks. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Time allocated to each core responsibility may vary depending on the branch needs. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 12+ Months Experience selling products and/or services - Required. (OR) 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) 6+ Months Cash handling experience - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Ability to learn and apply sales techniques to recommend products and services that meet customer needs. Experience in cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Understands the necessity and value of accuracy and attention to detail. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $34,500.00 USD Maximum: $53,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Collaborate with team members and partners to achieve branch goals and drive overall performance. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers with digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency. Handle cash and maintain accurate cash drawer balances. Assist with custodianship, audits, and other operational tasks. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Time allocated to each core responsibility may vary depending on the branch needs. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 12+ Months Experience selling products and/or services - Required. (OR) 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) 6+ Months Cash handling experience - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Ability to learn and apply sales techniques to recommend products and services that meet customer needs. Experience in cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Understands the necessity and value of accuracy and attention to detail. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $34,500.00 USD Maximum: $53,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
This position is Onsite. Our office is located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group , we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English, Cantonese and Mandarin, we can show you how to put all of your skills, your passions and your energy to work in a fast- growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. This role delivers face to face customer service to M&R and DSNP members-explaining benefits, resolving claims and billing issues, completing material requests, providing translations, and assisting with government program applications-while collaborating closely with a 7-member onsite team. This position is full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime. We offer 2 weeks of introductory training and then continuous on the job training. The hours of the training will be 9:00am - 5:30pm EST, Monday - Friday. Primary Responsibilities: Customer Services responsibilities- Full M&R and DSNP training Provide in person Member services to both M&R and DSNP members with their languages (Cantonese / Mandarin) at retail store, services including but not limited to: Benefits Policies, Procedures and protocols (pre-auth, enrollments, renew rewards, etc ) Claim/billing issues (follow up calls with resolution to identified issues in timely manner, outbound calls to provider offices if needed) Fulfills material requests for Members Translations (company letters, as interpreter to work with other vendors) Assist members to apply for various government assistance programs, explore external non-profits organizations to provide help to needed Members Member Services Quality Programs Supports Support Member experience and quality programs to improve Member satisfaction NPS score and Star rating Assist outbound calls projects (HRA, seminar RSVPs, other quality call projects) Support House Call program/activities at retail sites Attend in person MES event and assist on Q&A sessions Arrange small session educational seminars to promote UHC tools that will be benefit Members (website, catalog ordering, etc) As interpreter, assist Members to complete quality related surveys and close gap in care activities to enhance plan's star rating Attend community activities to promote retails Medicare Growth Medicare Sales and Enrollment Supports Must obtain Health license and Complete Medicare certification to support enrollment Encourage Member referral program after servicing Introduce plans to Members and Prospects for conversions and new enrollments Need to handle Member conversion applications process and sign-up Medicare prospects as sales back up Promote sales-related seminars and events at retail You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 3+ years of customer service experience analyzing and solving customer problems Experience with Windows based programs including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook Bilingual Fluency in English, Cantonese and Mandarin Must be willing to obtain Health license after 6 months of employment Ability to travel up to 10% on local retail locations as needed Must reside within a commutable distance to the office located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354 Ability to work full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Bilingual Fluency in English, Fuzhouese and Toishanese Healthcare Industry experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $20 - $36 hourly based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
07/27/2026
Full time
This position is Onsite. Our office is located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group , we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English, Cantonese and Mandarin, we can show you how to put all of your skills, your passions and your energy to work in a fast- growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. This role delivers face to face customer service to M&R and DSNP members-explaining benefits, resolving claims and billing issues, completing material requests, providing translations, and assisting with government program applications-while collaborating closely with a 7-member onsite team. This position is full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime. We offer 2 weeks of introductory training and then continuous on the job training. The hours of the training will be 9:00am - 5:30pm EST, Monday - Friday. Primary Responsibilities: Customer Services responsibilities- Full M&R and DSNP training Provide in person Member services to both M&R and DSNP members with their languages (Cantonese / Mandarin) at retail store, services including but not limited to: Benefits Policies, Procedures and protocols (pre-auth, enrollments, renew rewards, etc ) Claim/billing issues (follow up calls with resolution to identified issues in timely manner, outbound calls to provider offices if needed) Fulfills material requests for Members Translations (company letters, as interpreter to work with other vendors) Assist members to apply for various government assistance programs, explore external non-profits organizations to provide help to needed Members Member Services Quality Programs Supports Support Member experience and quality programs to improve Member satisfaction NPS score and Star rating Assist outbound calls projects (HRA, seminar RSVPs, other quality call projects) Support House Call program/activities at retail sites Attend in person MES event and assist on Q&A sessions Arrange small session educational seminars to promote UHC tools that will be benefit Members (website, catalog ordering, etc) As interpreter, assist Members to complete quality related surveys and close gap in care activities to enhance plan's star rating Attend community activities to promote retails Medicare Growth Medicare Sales and Enrollment Supports Must obtain Health license and Complete Medicare certification to support enrollment Encourage Member referral program after servicing Introduce plans to Members and Prospects for conversions and new enrollments Need to handle Member conversion applications process and sign-up Medicare prospects as sales back up Promote sales-related seminars and events at retail You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 3+ years of customer service experience analyzing and solving customer problems Experience with Windows based programs including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook Bilingual Fluency in English, Cantonese and Mandarin Must be willing to obtain Health license after 6 months of employment Ability to travel up to 10% on local retail locations as needed Must reside within a commutable distance to the office located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354 Ability to work full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Bilingual Fluency in English, Fuzhouese and Toishanese Healthcare Industry experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $20 - $36 hourly based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by addressing concerns and providing timely resolutions. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. Collaborate with team members and partners to achieve branch goals and drive overall performance. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High school diploma, GED: or equivalent - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Proven track record in sales and cross-selling products and services. Ability to work collaboratively in a team-oriented environment. Excellent communication, consultative and influence skills both verbal and written. Ability to display a credible, trustworthy, and professional image at all times. Proficient in using digital tools and technology to enhance customer engagement. Ability to follow directions, policies, and procedures. Ability to identify and escalate concerns of risk to appropriate channels. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $61,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
This position is Onsite. Our office is located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group , we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English, Cantonese and Mandarin, we can show you how to put all of your skills, your passions and your energy to work in a fast- growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. This role delivers face to face customer service to M&R and DSNP members-explaining benefits, resolving claims and billing issues, completing material requests, providing translations, and assisting with government program applications-while collaborating closely with a 7-member onsite team. This position is full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime. We offer 2 weeks of introductory training and then continuous on the job training. The hours of the training will be 9:00am - 5:30pm EST, Monday - Friday. Primary Responsibilities: Customer Services responsibilities- Full M&R and DSNP training Provide in person Member services to both M&R and DSNP members with their languages (Cantonese / Mandarin) at retail store, services including but not limited to: Benefits Policies, Procedures and protocols (pre-auth, enrollments, renew rewards, etc ) Claim/billing issues (follow up calls with resolution to identified issues in timely manner, outbound calls to provider offices if needed) Fulfills material requests for Members Translations (company letters, as interpreter to work with other vendors) Assist members to apply for various government assistance programs, explore external non-profits organizations to provide help to needed Members Member Services Quality Programs Supports Support Member experience and quality programs to improve Member satisfaction NPS score and Star rating Assist outbound calls projects (HRA, seminar RSVPs, other quality call projects) Support House Call program/activities at retail sites Attend in person MES event and assist on Q&A sessions Arrange small session educational seminars to promote UHC tools that will be benefit Members (website, catalog ordering, etc) As interpreter, assist Members to complete quality related surveys and close gap in care activities to enhance plan's star rating Attend community activities to promote retails Medicare Growth Medicare Sales and Enrollment Supports Must obtain Health license and Complete Medicare certification to support enrollment Encourage Member referral program after servicing Introduce plans to Members and Prospects for conversions and new enrollments Need to handle Member conversion applications process and sign-up Medicare prospects as sales back up Promote sales-related seminars and events at retail You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 3+ years of customer service experience analyzing and solving customer problems Experience with Windows based programs including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook Bilingual Fluency in English, Cantonese and Mandarin Must be willing to obtain Health license after 6 months of employment Ability to travel up to 10% on local retail locations as needed Must reside within a commutable distance to the office located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354 Ability to work full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Bilingual Fluency in English, Fuzhouese and Toishanese Healthcare Industry experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $20 - $36 hourly based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
07/27/2026
Full time
This position is Onsite. Our office is located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group , we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English, Cantonese and Mandarin, we can show you how to put all of your skills, your passions and your energy to work in a fast- growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. This role delivers face to face customer service to M&R and DSNP members-explaining benefits, resolving claims and billing issues, completing material requests, providing translations, and assisting with government program applications-while collaborating closely with a 7-member onsite team. This position is full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime. We offer 2 weeks of introductory training and then continuous on the job training. The hours of the training will be 9:00am - 5:30pm EST, Monday - Friday. Primary Responsibilities: Customer Services responsibilities- Full M&R and DSNP training Provide in person Member services to both M&R and DSNP members with their languages (Cantonese / Mandarin) at retail store, services including but not limited to: Benefits Policies, Procedures and protocols (pre-auth, enrollments, renew rewards, etc ) Claim/billing issues (follow up calls with resolution to identified issues in timely manner, outbound calls to provider offices if needed) Fulfills material requests for Members Translations (company letters, as interpreter to work with other vendors) Assist members to apply for various government assistance programs, explore external non-profits organizations to provide help to needed Members Member Services Quality Programs Supports Support Member experience and quality programs to improve Member satisfaction NPS score and Star rating Assist outbound calls projects (HRA, seminar RSVPs, other quality call projects) Support House Call program/activities at retail sites Attend in person MES event and assist on Q&A sessions Arrange small session educational seminars to promote UHC tools that will be benefit Members (website, catalog ordering, etc) As interpreter, assist Members to complete quality related surveys and close gap in care activities to enhance plan's star rating Attend community activities to promote retails Medicare Growth Medicare Sales and Enrollment Supports Must obtain Health license and Complete Medicare certification to support enrollment Encourage Member referral program after servicing Introduce plans to Members and Prospects for conversions and new enrollments Need to handle Member conversion applications process and sign-up Medicare prospects as sales back up Promote sales-related seminars and events at retail You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 3+ years of customer service experience analyzing and solving customer problems Experience with Windows based programs including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook Bilingual Fluency in English, Cantonese and Mandarin Must be willing to obtain Health license after 6 months of employment Ability to travel up to 10% on local retail locations as needed Must reside within a commutable distance to the office located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354 Ability to work full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Bilingual Fluency in English, Fuzhouese and Toishanese Healthcare Industry experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $20 - $36 hourly based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
This is an outside/field sales position Base Pay + Commission At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire. If you reside in New York , you'll enjoy the flexibility to telecommute as you take on some tough challenges. Primary Responsibilities: Enroll eligible members in UHC Essential Plan Build and foster relationships with key accounts (provider offices, CBOs, housing, etc.) The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales Serve as point of contact for members to provide excellent service and enrollment experience Lead pipeline management Responsible for meeting or exceeding sales and enrollment expectations within assigned territory Conduct product information presentations in multiple settings, including in-home consultations Function independently and responsibly with minimal need for supervision Track and measure various sales event effectiveness and activities, events, leads & leads progress, sales, appointments, contacts, and relationship progress daily through internal systems Provide input, support and feedback on promotional opportunities, benefits, and other issues Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner Input consumer demographics and interactions into company systems as appropriate Performs other duties as required Demonstrated Skills: Execute excellent communication, interpersonal, time management and organizational skills Excellent relationship building skills Ability to be compassionate while selling Function independently and responsibly with minimal need for supervision Ability to manage multiple priorities as it relates to meeting enrollment goals Ability to communicate complex healthcare information to potential clients You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Marketplace Certified (Valid NYSOH Certified Application Counselor ID - CAC). If you do not have an active CAC ID or if the ID is not in good standing, you must be willing to obtain this ID within 30 days of hire 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Intermediate level of proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and CRM (Salesforce) Ability to travel locally up to 100% of time within assigned sales territories in this NY market area Ability to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required Reside within/commutable distance of their target geography Access to reliable transportation and valid US driver's license with current automobile insurance and good driving history Preferred Qualifications: Bilingual preferred (Russian, Spanish, English, Arabic, French, etc.) Established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided Previous outside sales and territory management experience Act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect Insured and dependable vehicle All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $19.23 to $38.46 per hour based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
07/27/2026
Full time
This is an outside/field sales position Base Pay + Commission At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire. If you reside in New York , you'll enjoy the flexibility to telecommute as you take on some tough challenges. Primary Responsibilities: Enroll eligible members in UHC Essential Plan Build and foster relationships with key accounts (provider offices, CBOs, housing, etc.) The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales Serve as point of contact for members to provide excellent service and enrollment experience Lead pipeline management Responsible for meeting or exceeding sales and enrollment expectations within assigned territory Conduct product information presentations in multiple settings, including in-home consultations Function independently and responsibly with minimal need for supervision Track and measure various sales event effectiveness and activities, events, leads & leads progress, sales, appointments, contacts, and relationship progress daily through internal systems Provide input, support and feedback on promotional opportunities, benefits, and other issues Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner Input consumer demographics and interactions into company systems as appropriate Performs other duties as required Demonstrated Skills: Execute excellent communication, interpersonal, time management and organizational skills Excellent relationship building skills Ability to be compassionate while selling Function independently and responsibly with minimal need for supervision Ability to manage multiple priorities as it relates to meeting enrollment goals Ability to communicate complex healthcare information to potential clients You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Marketplace Certified (Valid NYSOH Certified Application Counselor ID - CAC). If you do not have an active CAC ID or if the ID is not in good standing, you must be willing to obtain this ID within 30 days of hire 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Intermediate level of proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and CRM (Salesforce) Ability to travel locally up to 100% of time within assigned sales territories in this NY market area Ability to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required Reside within/commutable distance of their target geography Access to reliable transportation and valid US driver's license with current automobile insurance and good driving history Preferred Qualifications: Bilingual preferred (Russian, Spanish, English, Arabic, French, etc.) Established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided Previous outside sales and territory management experience Act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect Insured and dependable vehicle All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $19.23 to $38.46 per hour based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable, and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales/Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire. This is an outside/field sales position Base Pay + Bonus Primary Responsibilities: Enroll eligible members in UHC Essential Plan Build and foster relationships with key accounts (provider offices, pharmacies, CBOs, housings, etc.) The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales. Serve as point of contact for members to provide excellent service and enrollment experience Lead pipeline management Responsible for meeting or exceeding sales and enrollment expectations within assigned territory Conduct product information presentations in multiple settings, including in-home consultations Function independently and responsibly with minimal need for supervision Track and measure various sales event effectiveness and activities, events, leads & lead progress, sales, appointments, contacts, and relationship progress daily through internal systems. Provide input, support and feedback on promotional opportunities, benefits, and other issues Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner Input consumer demographics and interactions into company systems as appropriate Performs other duties as required Demonstrated Skills: Execute excellent communication, interpersonal, time management and organizational skills Excellent relationship building skills Ability to be compassionate while selling Function independently and responsibly with minimal need for supervision Ability to manage multiple priorities as it relates to meeting enrollment goals Ability to communicate complex healthcare information to potential clients Required Qualifications: Marketplace Certified (Valid NYSOH Certified Application Counselor ID - CAC) in good standing or willing to obtain certification within 30 days of hire 1+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Intermediate level of proficiency in MS Office (Outlook, Word, Excel, Power Point) Willing and able to travel locally up to 100% of time within assigned sales territories in this NYC market area requiring reliable transportation or access to public transportation Willing and able to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required Reside within commuting distance to New York Metropolitan area Bilingual English plus one or more of the following: Chinese (Cantonese, Mandarin, Fuzhounese), Korean, South Asian - Hindi, Bengali, Urdu, Punjabi, Tamil, Gujarati, Vietnamese, Filipino/Tagalog etc Preferred Qualifications 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities Previous outside sales and territory management experience Valid driver's license, good driving history and current automobile insurance Insured, dependable vehicle with current driver's license Health & Accident Insurance license required (company-sponsored) state health/life insurance; or willing to obtain license within 30 days of hire Established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided Previous outside sales and territory management experience Act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $19.23 to $38.46 per hour based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. ,
07/27/2026
Full time
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable, and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Working under the direction of the Essential Plan (EP) Sales & Account management and collectively with the Business Development and Community Outreach team, the Sales/Account Manager will interface with New York Health Plan to increase marketing synergy and drive overall membership growth. The EP Account Manager is a field-based role that establishes and cultivates strategic business relationships with key sales and market influencers, potential new customers, and related community institutions. The Essential Plan is for New Yorkers between the ages of 19-64. This position requires someone with tenacity to perform sales activities both indoors and outdoors. Function identified will be new Business to Business (B2B) opportunities for the purpose of prospecting and enrolling new Essential Plan eligible including vertical channels (dental, vision, fitness, colleges, trade schools, small businesses, as well as industry sectors identified by your manager) that support EP Growth strategy in key areas in New York. Training on all government programs will be conducted upon hire. This is an outside/field sales position Base Pay + Bonus Primary Responsibilities: Enroll eligible members in UHC Essential Plan Build and foster relationships with key accounts (provider offices, pharmacies, CBOs, housings, etc.) The EP Account Manager presents health plan information to providers, business advocacies, potential eligible and responsible for closing sales. Serve as point of contact for members to provide excellent service and enrollment experience Lead pipeline management Responsible for meeting or exceeding sales and enrollment expectations within assigned territory Conduct product information presentations in multiple settings, including in-home consultations Function independently and responsibly with minimal need for supervision Track and measure various sales event effectiveness and activities, events, leads & lead progress, sales, appointments, contacts, and relationship progress daily through internal systems. Provide input, support and feedback on promotional opportunities, benefits, and other issues Stay informed on UHC operations, provider network, premiums, member services, claims, explanation of benefits, processes and other services and issues to provide community partners, prospects, and members with accurate information, and provide feedback as appropriate Ability to manage multiple priorities including visiting provider offices on a regular basis and following up on leads in a timely fashion Ability to track a schedule to keep appointments on time and information pertaining to those appointments in timely manner Input consumer demographics and interactions into company systems as appropriate Performs other duties as required Demonstrated Skills: Execute excellent communication, interpersonal, time management and organizational skills Excellent relationship building skills Ability to be compassionate while selling Function independently and responsibly with minimal need for supervision Ability to manage multiple priorities as it relates to meeting enrollment goals Ability to communicate complex healthcare information to potential clients Required Qualifications: Marketplace Certified (Valid NYSOH Certified Application Counselor ID - CAC) in good standing or willing to obtain certification within 30 days of hire 1+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Intermediate level of proficiency in MS Office (Outlook, Word, Excel, Power Point) Willing and able to travel locally up to 100% of time within assigned sales territories in this NYC market area requiring reliable transportation or access to public transportation Willing and able to work core business hours, Monday - Friday 8am-5pm and nights and weekends, when required Reside within commuting distance to New York Metropolitan area Bilingual English plus one or more of the following: Chinese (Cantonese, Mandarin, Fuzhounese), Korean, South Asian - Hindi, Bengali, Urdu, Punjabi, Tamil, Gujarati, Vietnamese, Filipino/Tagalog etc Preferred Qualifications 2+ years of business-to-business (B2B), Business to consumer (B2C) Direct marketing, outside sales or community outreach experience Experience working with communities of all different ethnicities, cultural backgrounds, diverse populations and/or underserved communities Previous outside sales and territory management experience Valid driver's license, good driving history and current automobile insurance Insured, dependable vehicle with current driver's license Health & Accident Insurance license required (company-sponsored) state health/life insurance; or willing to obtain license within 30 days of hire Established professional relationships with non-profits, community sources CBO's, religious/faith-based organizations FBO's in designated sales territory Demonstrated knowledge of Essential Plan Market Place marketing rules and regulations preferred, training in all lines of businesses will be provided Previous outside sales and territory management experience Act as a team player - work collaboratively with others (both inside the sales unit as well as outside) to achieve goals, relate to others in an open and accepting manner, keep others up to date on information they need, contribute ideas and support decisions made by the team and the organization, treat people with dignity and respect All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $19.23 to $38.46 per hour based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. ,
This position is Onsite. Our office is located at Groton, CT. At UnitedHealthcare , we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together The National Account Onsite Service Account Manager (SAM) is a client-embedded role responsible for delivering high-touch, end-to-end service support for one or more strategic National Account clients. This role is positioned to serve as the primary day-to-day contact for complex service needs, providing real-time resolution, issue tracking, and benefit navigation support for client HR and benefit teams. Operating either onsite or in a hybrid capacity, the Onsite SAM builds strong, trusted relationships and helps bridge the gap between client expectations and internal operations. This includes managing escalations, identifying service trends, coordinating cross-functional solutions, and supporting initiatives that improve the overall member experience. The SAM ensures the delivery of timely, accurate and consistent service that aligns with both contractual obligations and UnitedHealthcare's commitment to excellence. The ideal candidate is service-driven, solutions-oriented, and highly collaborative- with the ability to navigate complex benefit plans, support strategic conversations, and act with professionalism in high-visibility settings. This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be during normal business hours. Primary Responsibilities: Client Relationship Management Serve as the day-to-day, client-facing point of contact for HR and benefit staff at a designated National Account client Build and maintain trusted relationships with key client stakeholders through consistent, proactive engagement Support scheduled onsite or virtual service meetings, including benefit fairs, open enrollment sessions, and operational reviews Provide guidance on benefit design, claims inquiries, and member-level concerns, translating complex information into client-ready communication Escalation & Issue Resolution Own the end-to-end resolution of service-related issues, including claim disputes, eligibility inquiries, and benefit misinterpretations Partner with internal teams (e.g., Claims, Clinical, Provider Services, Pharmacy) to drive timely and accurate resolution of escalations Document service issues and track resolution timelines using internal tools; maintain visibility and accountability across stakeholders Identify and escalate recurring trends or patterns in service issues that require cross-functional attention or root cause resolution Reporting & Service Insights Provide the client with regular updates on issue resolution, open items, and trending concerns Support internal and external service reporting, ensuring data is accurate, relevant, and tailored to the client's needs Collaborate with internal partners to translate operational data into meaningful service insights Monitor performance metrics, service guarantees, and client expectations to support transparency and trust Cross-Functional Collaboration Act as a liaison between the client and internal business areas to coordinate seamless delivery of services Collaborate with Account Management, and Operations to align service delivery with broader client goals Participate in internal meetings to provide client insights, voice of the customer feedback, and early risk identification Support implementation of new benefits, vendor integrations, or service enhancements that affect the client experience Operational Excellence & Client Education Reinforce standard processes and service protocols while remaining client-centric in approach Educate client contacts on tools, self-service protocols while remaining client-centric in approach Identify opportunities to streamline service workflows or reduce preventable escalations Represent UnitedHealthcare's brand and commitment to excellence without surprises in every interaction Onsite & Multi-Site Support Expectations Maintain a regular onsite presence and travel across multiple client locations as needed Assess site-specific needs and tailor onsite support, education, and engagement accordingly Balance enterprise consistency with local customization to ensure equitable support across locations You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 5+ years of experience in a relevant healthcare, insurance, OR service delivery role 3+ years of experience in client-facing roles within healthcare, insurance, OR benefit administration Success managing complex service escalations and acting as a liaison between internal operations and external clients Experience supporting National Account OR large employer group clients with customized benefit configurations Experience working in matrixed environments with cross-functional teams (e.g., Sales, Clinical, Provider Services, Member Services, Operations) Background in claims processing, eligibility, enrollment, and service operations Ability to travel domestically up to 75% of the time (site visits) Ability to work full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. Preferred Qualifications: Ongoing training OR certifications in customer experience, healthcare compliance Onsite OR embedded service experience with employer group clients Experience in using internal service tools (e.g., Salesforce, ServiceNow, ACET) and report delivery platforms Knowledge of HIPAA regulations, service guarantees, and performance tracking Familiarity with National Account (large employer group) self-funded plans Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
07/27/2026
Full time
This position is Onsite. Our office is located at Groton, CT. At UnitedHealthcare , we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together The National Account Onsite Service Account Manager (SAM) is a client-embedded role responsible for delivering high-touch, end-to-end service support for one or more strategic National Account clients. This role is positioned to serve as the primary day-to-day contact for complex service needs, providing real-time resolution, issue tracking, and benefit navigation support for client HR and benefit teams. Operating either onsite or in a hybrid capacity, the Onsite SAM builds strong, trusted relationships and helps bridge the gap between client expectations and internal operations. This includes managing escalations, identifying service trends, coordinating cross-functional solutions, and supporting initiatives that improve the overall member experience. The SAM ensures the delivery of timely, accurate and consistent service that aligns with both contractual obligations and UnitedHealthcare's commitment to excellence. The ideal candidate is service-driven, solutions-oriented, and highly collaborative- with the ability to navigate complex benefit plans, support strategic conversations, and act with professionalism in high-visibility settings. This position is full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be during normal business hours. Primary Responsibilities: Client Relationship Management Serve as the day-to-day, client-facing point of contact for HR and benefit staff at a designated National Account client Build and maintain trusted relationships with key client stakeholders through consistent, proactive engagement Support scheduled onsite or virtual service meetings, including benefit fairs, open enrollment sessions, and operational reviews Provide guidance on benefit design, claims inquiries, and member-level concerns, translating complex information into client-ready communication Escalation & Issue Resolution Own the end-to-end resolution of service-related issues, including claim disputes, eligibility inquiries, and benefit misinterpretations Partner with internal teams (e.g., Claims, Clinical, Provider Services, Pharmacy) to drive timely and accurate resolution of escalations Document service issues and track resolution timelines using internal tools; maintain visibility and accountability across stakeholders Identify and escalate recurring trends or patterns in service issues that require cross-functional attention or root cause resolution Reporting & Service Insights Provide the client with regular updates on issue resolution, open items, and trending concerns Support internal and external service reporting, ensuring data is accurate, relevant, and tailored to the client's needs Collaborate with internal partners to translate operational data into meaningful service insights Monitor performance metrics, service guarantees, and client expectations to support transparency and trust Cross-Functional Collaboration Act as a liaison between the client and internal business areas to coordinate seamless delivery of services Collaborate with Account Management, and Operations to align service delivery with broader client goals Participate in internal meetings to provide client insights, voice of the customer feedback, and early risk identification Support implementation of new benefits, vendor integrations, or service enhancements that affect the client experience Operational Excellence & Client Education Reinforce standard processes and service protocols while remaining client-centric in approach Educate client contacts on tools, self-service protocols while remaining client-centric in approach Identify opportunities to streamline service workflows or reduce preventable escalations Represent UnitedHealthcare's brand and commitment to excellence without surprises in every interaction Onsite & Multi-Site Support Expectations Maintain a regular onsite presence and travel across multiple client locations as needed Assess site-specific needs and tailor onsite support, education, and engagement accordingly Balance enterprise consistency with local customization to ensure equitable support across locations You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older 5+ years of experience in a relevant healthcare, insurance, OR service delivery role 3+ years of experience in client-facing roles within healthcare, insurance, OR benefit administration Success managing complex service escalations and acting as a liaison between internal operations and external clients Experience supporting National Account OR large employer group clients with customized benefit configurations Experience working in matrixed environments with cross-functional teams (e.g., Sales, Clinical, Provider Services, Member Services, Operations) Background in claims processing, eligibility, enrollment, and service operations Ability to travel domestically up to 75% of the time (site visits) Ability to work full time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm. Preferred Qualifications: Ongoing training OR certifications in customer experience, healthcare compliance Onsite OR embedded service experience with employer group clients Experience in using internal service tools (e.g., Salesforce, ServiceNow, ACET) and report delivery platforms Knowledge of HIPAA regulations, service guarantees, and performance tracking Familiarity with National Account (large employer group) self-funded plans Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Branch Manager you oversee the performance of the branch and daily operations, ensuring excellent customer experience, achievement of financial goals and efficient operations. The manager is responsible for leading and coaching a team, managing sales activities, deepening customer relationships, and ensuring compliance with banking regulations. This role includes fostering a positive work environment to drive employee engagement and productivity. You develop a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all team members. Direct overall branch performance, leading team to achieve sales targets, optimize operational processes and enhance customer satisfaction. Develop and implement sales strategies to grow revenue and market share. Motivate sales teams to effectively manage a pipeline of prospects and customers. Engage in consultative conversations with customers to offer tailored solutions that enhance their financial well-being, foster customer loyalty and increase branch productivity. Analyze branch performance data to drive strategic decisions to improve branch performance and operational efficiency. Coach and develop team members, setting clear expectations, enhancing performance and fostering professional development. Responsible for hiring, retaining and motivating branch colleagues across all job families within the branch. Accountable for managing branch scheduling to balance branch needs with employee availability. Utilize digital technologies and platforms to enhance customer interactions, educate them on self-service options and drive business outcomes. Provide an elevated experience, simplifying processes for customers while ensuring exceptional customer service. Manage escalated customer problems and provide effective solutions. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Accountable for risk management and compliance within a complex business environment, ensuring adherence to all company policies and regulatory requirements. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Spanish Bilingual Required High school diploma or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Demonstrated successful experience in Retail Bank sales management or related bank operations/support function - Required. (OR) 5+ Years Experience in Retail sales management or equivalent demonstrated through a combination of work experience, training, military service, or education - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Branch Manager role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 3+ Years Experience selling products and/or services in an incentive-based environment - Required. Proven experience in a sales leadership role, preferably as a Branch Manager or similar position. Proven relationship-building skills and a customer-centric approach. Excellent leadership and team management skills. Excellent customer service skills and a passion for helping others. Strong problem-solving skills with a proactive approach to issue resolution. Experience in coaching and developing team members. Excellent communication, consultative and influence skills both verbal and written. Ability to educate and connect customers to technology and share the value of digital tools and platforms. Ability to make data-driven decisions to improve performance and operational outcomes. Establishes and maintains effective working relationships. Ability to create a positive work environment and drive employee engagement. Strong knowledge of company policy, compliance regulations, risk management and loss prevention. Ability to work in a fast-paced environment and manage multiple priorities. Ability to interact with integrity and professionalism with customers and employees. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $60,000.00 USD Maximum: $102,500.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Branch Manager you oversee the performance of the branch and daily operations, ensuring excellent customer experience, achievement of financial goals and efficient operations. The manager is responsible for leading and coaching a team, managing sales activities, deepening customer relationships, and ensuring compliance with banking regulations. This role includes fostering a positive work environment to drive employee engagement and productivity. You develop a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all team members. Direct overall branch performance, leading team to achieve sales targets, optimize operational processes and enhance customer satisfaction. Develop and implement sales strategies to grow revenue and market share. Motivate sales teams to effectively manage a pipeline of prospects and customers. Engage in consultative conversations with customers to offer tailored solutions that enhance their financial well-being, foster customer loyalty and increase branch productivity. Analyze branch performance data to drive strategic decisions to improve branch performance and operational efficiency. Coach and develop team members, setting clear expectations, enhancing performance and fostering professional development. Responsible for hiring, retaining and motivating branch colleagues across all job families within the branch. Accountable for managing branch scheduling to balance branch needs with employee availability. Utilize digital technologies and platforms to enhance customer interactions, educate them on self-service options and drive business outcomes. Provide an elevated experience, simplifying processes for customers while ensuring exceptional customer service. Manage escalated customer problems and provide effective solutions. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Accountable for risk management and compliance within a complex business environment, ensuring adherence to all company policies and regulatory requirements. Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Spanish Bilingual Required High school diploma or GED - Required Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred Qualifications: 3+ Years Demonstrated successful experience in Retail Bank sales management or related bank operations/support function - Required. (OR) 5+ Years Experience in Retail sales management or equivalent demonstrated through a combination of work experience, training, military service, or education - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Branch Manager role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 3+ Years Experience selling products and/or services in an incentive-based environment - Required. Proven experience in a sales leadership role, preferably as a Branch Manager or similar position. Proven relationship-building skills and a customer-centric approach. Excellent leadership and team management skills. Excellent customer service skills and a passion for helping others. Strong problem-solving skills with a proactive approach to issue resolution. Experience in coaching and developing team members. Excellent communication, consultative and influence skills both verbal and written. Ability to educate and connect customers to technology and share the value of digital tools and platforms. Ability to make data-driven decisions to improve performance and operational outcomes. Establishes and maintains effective working relationships. Ability to create a positive work environment and drive employee engagement. Strong knowledge of company policy, compliance regulations, risk management and loss prevention. Ability to work in a fast-paced environment and manage multiple priorities. Ability to interact with integrity and professionalism with customers and employees. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Preferred experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $60,000.00 USD Maximum: $102,500.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
This position follows a hybrid schedule with (4) days per week In-office days per week. Our office is located at 1 Optum Circle, Eden Prairie, MN. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. We are seeking a strategic and detail-oriented Finance Manager to lead pricing initiatives that drive revenue optimization and compliance across our healthcare technology business. This role partners with leaders and subject matter experts to continuously improve pricing processes for key business areas within OptumInsight. The Finance Manager will focus on pricing strategy development, streamlining approval routines, renewal strategies, and proactively recommending tactics to improve business results. Collaboration with Finance, Sales, Growth, Product, Operations, Legal, and other senior leaders is essential. This position is full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be 8:00 am to 5:00 pm CST, Monday - Friday. Primary Responsibilities: Develop and manage optimal pricing strategies for OptumInsight products to maximize revenue and margins Deliver ROI analysis to understand client fee sensitivity and pricing strategy, using data visualizations to support the deal value proposition Participate in deal development and negotiations to achieve solutions that meet internal and external requirements Partner and negotiate effectively with cross-functional teams, including Sales, Finance, Product, Operations, and Legal Prepare financial analysis and present deal economics, risks, and recommendations to senior management Assemble operational and financial data to drive fact-based decision-making Build, maintain, and enhance standard pricing and cost models on a quarterly basis Develop accurate cost models to support pricing decisions in partnership with Finance and business owners Identify and drive process improvements that simplify work, reduce internal costs, and improve customer experience Review customer contracts to ensure accuracy and risk minimization Provide pricing and broader financial support for large partnership opportunities and strategic initiatives Ensure pricing guidelines are accurately reflected in Salesforce CPQ tools and other systems Maintain compliance with all relevant laws, regulations, and internal policies related to pricing and financial operations You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree (or higer) in Math, Finance, Economics, Accounting, Business, or similar degree 3+ years of experience in pricing strategy, FP&A, business analysis, or consulting 3+ years of experience with Microsoft Excel, SQL, and BI tools, including significant financial modeling experience Experience working with executive leadership and cross-functional teams Communication and stakeholder management skills Ability to work full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. Preferred Qualifications: Master's degree in Math, Finance, Economics, Accounting, or Business; MBA or CPA 5+ years of experience in pricing strategy, FP&A, business analysis, or consulting, ideally within the healthcare technology industry 5+ years of experience working in Microsoft Excel skills, SQL and BI tools, including significant financial modeling experience Ability to prioritize and successfully manage high-impact projects and initiatives, foster and excel within a matrix work environment, and interact with all levels of management Business acumen and analytics, with a high level of initiative and a strong ability to act independently Well-developed interpersonal influencing skills include written and verbal communication with a track record of building relationships Telecommuting Requirements: Reside within commutable distance to the office at 1 Optum Circle Eden Prairie MN Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy. Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service. All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
07/27/2026
Full time
This position follows a hybrid schedule with (4) days per week In-office days per week. Our office is located at 1 Optum Circle, Eden Prairie, MN. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. We are seeking a strategic and detail-oriented Finance Manager to lead pricing initiatives that drive revenue optimization and compliance across our healthcare technology business. This role partners with leaders and subject matter experts to continuously improve pricing processes for key business areas within OptumInsight. The Finance Manager will focus on pricing strategy development, streamlining approval routines, renewal strategies, and proactively recommending tactics to improve business results. Collaboration with Finance, Sales, Growth, Product, Operations, Legal, and other senior leaders is essential. This position is full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. This will be on the job training and the hours during training will be 8:00 am to 5:00 pm CST, Monday - Friday. Primary Responsibilities: Develop and manage optimal pricing strategies for OptumInsight products to maximize revenue and margins Deliver ROI analysis to understand client fee sensitivity and pricing strategy, using data visualizations to support the deal value proposition Participate in deal development and negotiations to achieve solutions that meet internal and external requirements Partner and negotiate effectively with cross-functional teams, including Sales, Finance, Product, Operations, and Legal Prepare financial analysis and present deal economics, risks, and recommendations to senior management Assemble operational and financial data to drive fact-based decision-making Build, maintain, and enhance standard pricing and cost models on a quarterly basis Develop accurate cost models to support pricing decisions in partnership with Finance and business owners Identify and drive process improvements that simplify work, reduce internal costs, and improve customer experience Review customer contracts to ensure accuracy and risk minimization Provide pricing and broader financial support for large partnership opportunities and strategic initiatives Ensure pricing guidelines are accurately reflected in Salesforce CPQ tools and other systems Maintain compliance with all relevant laws, regulations, and internal policies related to pricing and financial operations You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Bachelor's Degree (or higer) in Math, Finance, Economics, Accounting, Business, or similar degree 3+ years of experience in pricing strategy, FP&A, business analysis, or consulting 3+ years of experience with Microsoft Excel, SQL, and BI tools, including significant financial modeling experience Experience working with executive leadership and cross-functional teams Communication and stakeholder management skills Ability to work full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8:00 am - 5:00 pm CST. It may be necessary, given the business need, to work occasional overtime. Preferred Qualifications: Master's degree in Math, Finance, Economics, Accounting, or Business; MBA or CPA 5+ years of experience in pricing strategy, FP&A, business analysis, or consulting, ideally within the healthcare technology industry 5+ years of experience working in Microsoft Excel skills, SQL and BI tools, including significant financial modeling experience Ability to prioritize and successfully manage high-impact projects and initiatives, foster and excel within a matrix work environment, and interact with all levels of management Business acumen and analytics, with a high level of initiative and a strong ability to act independently Well-developed interpersonal influencing skills include written and verbal communication with a track record of building relationships Telecommuting Requirements: Reside within commutable distance to the office at 1 Optum Circle Eden Prairie MN Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy. Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service. All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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.
Betty is a fully integrated creative agency devoted to building better. You name it, we probably want to improve it. And we want to work with someone who feels the same way. We're looking for an energetic, inclusive, fun-loving person who'd rather lead than follow. Someone who prioritizes creating remarkable work, strengthening client relationships, contributing to agency growth, and building consumer experiences for an increasingly multicultural and global world. Betty is an idea-centric and highly collaborative agency that delivers award-winning work born from its strategy, creative, design and content studios. We partner with a range of interesting clients across industries from CPG to retail to health and wellness. Named after the late Betty Quadracci, the trailblazing co-founder of Quad, Betty is dedicated to building a better way for brands with inclusive, inventive ideas that drive results for clients. Within Betty we house a unique branding and design offering named Favorite Child. We're looking for talent like you who can continue to elevate our work and culture. The Favorite Child Associate Account Manager builds strong client relationships by creating effective marketing strategies that meet each client's unique needs in a responsive, efficient, effective and accurate manner. This position achieves the clients' marketing objectives in a creative, strategic way that results in a profit to the agency and delivers on Periscope's Mission. This is a fast-paced and dynamic role, and success comes by demonstrating a passion for ideas. ABOUT THE GIG: Accounts Develop and create situation analysis, strategic guides, SWOT analysis, positioning analysis, marketing communications objectives, strategies and tactics and other strategic planning documents as necessary and appropriate to each client's unique marketing strategies, goals, and objectives Create and present deliverables, presentations, and creative and production briefs for clients Learn each client's business, including unique business goals and objectives, products, markets, industry, distribution, etc. Analyze client's sales and communications efforts to develop ideas to improve effectiveness in market Depending on client, may be the primary point of contact for project engagements Handle details, including reports, agendas, billing, asset management, estimates, delivery, faxing, internal communications, proofing, etc., for the client. Work with project manager, producer, media and other staff to ensure timely, accurate delivery on all client jobs Track competitive communications and prepare analysis as needed Client Relationships Build working relationships with appropriate client personnel who interface with the agency Ensure that agency work meets quality standards, is presented in a professional manner, is delivered in a timely fashion and is kept within the client's budget Build client confidence in the agency, manage client expectations, ensure that client gets "no surprises" and ultimately accepts the agency's thinking and work Communication Provide leadership to ensure all departments of the agency get written and verbal information and direction as needed to "get it right the first time" and to meet quality, budget and delivery expectations Provide clear, concise and accurate reports, calls, etc. to clients Maintain records of client decisions or approvals, particularly authorizations to proceed with chargeable services Keep all members of account teams informed of client acceptance or objections to agency's work Keep the team current on issues that may affect the client-agency relationship, especially any problems or indications of dissatisfaction with agency performance that may affect ability to meet or exceed revenue quotas Administrative Represent the agency's mission, capabilities and goals accurately to assigned clients, business development prospects and other potential industry allies (i.e. vendors, peers, etc.) Review and approve proposals, estimates, job costs, invoices, and credit memos and resolve any problems. Ensure that client receives adequate explanation for any unexpected billings Adhere to Periscope policies and procedures as outlined in the Periscope Handbook Maintain high level of professionalism in all internal and external communication, including e-mail, voicemail, correspondence, etc. Record expenses and billable time completely and accurately on a weekly basis Perform other duties from time to time to meet the changing needs of the agency SKILLS & EXPERIENCE: 1-3 years in marketing/marketing communications/advertising in agency or client organization (agency preferred), or equivalent B.A. in business (marketing preferred), journalism or liberal arts with strong business curriculum Proficiency in Microsoft Office software Creative problem solving and decision-making skills; excellent judgment Strong client management, negotiation and troubleshooting skills Demonstrated ability to handle high stress situations with effective results Flexibility to work/communicate effectively with different types of people Excellent attention to detail Ability to deal with complex numerical situations Excellent written and interpersonal communication skills Demonstrated ability to organize, prioritize and multi-task Excellent customer service and troubleshooting skills Ability to work independently and as part of a team Strong leadership skills Desire to learn, be continually challenged and grow Employees can be expected to be paid an annualized salary range of $52,640-$61,079, based on variations in knowledge, skills, experience, and market conditions. We offer comprehensive benefits for eligible employees including medical, prescription, dental and vision insurance, 401(k) retirement savings, paid time off, holidays and additional benefits. Betty and Quad are proud to be equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Betty and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Betty and Quad also prohibit harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace
07/27/2026
Full time
Betty is a fully integrated creative agency devoted to building better. You name it, we probably want to improve it. And we want to work with someone who feels the same way. We're looking for an energetic, inclusive, fun-loving person who'd rather lead than follow. Someone who prioritizes creating remarkable work, strengthening client relationships, contributing to agency growth, and building consumer experiences for an increasingly multicultural and global world. Betty is an idea-centric and highly collaborative agency that delivers award-winning work born from its strategy, creative, design and content studios. We partner with a range of interesting clients across industries from CPG to retail to health and wellness. Named after the late Betty Quadracci, the trailblazing co-founder of Quad, Betty is dedicated to building a better way for brands with inclusive, inventive ideas that drive results for clients. Within Betty we house a unique branding and design offering named Favorite Child. We're looking for talent like you who can continue to elevate our work and culture. The Favorite Child Associate Account Manager builds strong client relationships by creating effective marketing strategies that meet each client's unique needs in a responsive, efficient, effective and accurate manner. This position achieves the clients' marketing objectives in a creative, strategic way that results in a profit to the agency and delivers on Periscope's Mission. This is a fast-paced and dynamic role, and success comes by demonstrating a passion for ideas. ABOUT THE GIG: Accounts Develop and create situation analysis, strategic guides, SWOT analysis, positioning analysis, marketing communications objectives, strategies and tactics and other strategic planning documents as necessary and appropriate to each client's unique marketing strategies, goals, and objectives Create and present deliverables, presentations, and creative and production briefs for clients Learn each client's business, including unique business goals and objectives, products, markets, industry, distribution, etc. Analyze client's sales and communications efforts to develop ideas to improve effectiveness in market Depending on client, may be the primary point of contact for project engagements Handle details, including reports, agendas, billing, asset management, estimates, delivery, faxing, internal communications, proofing, etc., for the client. Work with project manager, producer, media and other staff to ensure timely, accurate delivery on all client jobs Track competitive communications and prepare analysis as needed Client Relationships Build working relationships with appropriate client personnel who interface with the agency Ensure that agency work meets quality standards, is presented in a professional manner, is delivered in a timely fashion and is kept within the client's budget Build client confidence in the agency, manage client expectations, ensure that client gets "no surprises" and ultimately accepts the agency's thinking and work Communication Provide leadership to ensure all departments of the agency get written and verbal information and direction as needed to "get it right the first time" and to meet quality, budget and delivery expectations Provide clear, concise and accurate reports, calls, etc. to clients Maintain records of client decisions or approvals, particularly authorizations to proceed with chargeable services Keep all members of account teams informed of client acceptance or objections to agency's work Keep the team current on issues that may affect the client-agency relationship, especially any problems or indications of dissatisfaction with agency performance that may affect ability to meet or exceed revenue quotas Administrative Represent the agency's mission, capabilities and goals accurately to assigned clients, business development prospects and other potential industry allies (i.e. vendors, peers, etc.) Review and approve proposals, estimates, job costs, invoices, and credit memos and resolve any problems. Ensure that client receives adequate explanation for any unexpected billings Adhere to Periscope policies and procedures as outlined in the Periscope Handbook Maintain high level of professionalism in all internal and external communication, including e-mail, voicemail, correspondence, etc. Record expenses and billable time completely and accurately on a weekly basis Perform other duties from time to time to meet the changing needs of the agency SKILLS & EXPERIENCE: 1-3 years in marketing/marketing communications/advertising in agency or client organization (agency preferred), or equivalent B.A. in business (marketing preferred), journalism or liberal arts with strong business curriculum Proficiency in Microsoft Office software Creative problem solving and decision-making skills; excellent judgment Strong client management, negotiation and troubleshooting skills Demonstrated ability to handle high stress situations with effective results Flexibility to work/communicate effectively with different types of people Excellent attention to detail Ability to deal with complex numerical situations Excellent written and interpersonal communication skills Demonstrated ability to organize, prioritize and multi-task Excellent customer service and troubleshooting skills Ability to work independently and as part of a team Strong leadership skills Desire to learn, be continually challenged and grow Employees can be expected to be paid an annualized salary range of $52,640-$61,079, based on variations in knowledge, skills, experience, and market conditions. We offer comprehensive benefits for eligible employees including medical, prescription, dental and vision insurance, 401(k) retirement savings, paid time off, holidays and additional benefits. Betty and Quad are proud to be equal opportunity employers. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Betty and Quad do not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Betty and Quad also prohibit harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust Proven success in a high volume, fast paced contact center environment 6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust Proven success in a high volume, fast paced contact center environment 6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Executive Director, Bank Sales and Service Contact Center, provides executive leadership, strategic direction, and resource stewardship of the Bank Sales and Service Contact Center organization. Leads Member Contact and Experience for the Bank; plans, coordinates, and oversees operations which allow employees to meet or exceed member service expectations. Shares accountability for overall Bank Sales and Service Contact Center performance, Omnichannel organizational goals, and aligning objectives with the business strategy. Creates a culture that focuses on continuous improvement, excellence, and a compliance/service-oriented approach. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is available for this position. What You'll Do: Builds and oversees the Bank Sales and Service Contact Center through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Responsible and accountable for achieving Enterprise standards for Contact Center compliance process and technical adherence throughout their organization. Executes the defined strategy and leads cross functional teams in a continuous effort to improve the member experience. Explore member feedback and data from the member experience and map member feedback and behavior to identify pain points and new opportunities. Leads large-scale member contact organizations (250+ people) across Omnichannel (voice, chat, asynchronous messaging, etc.) to drive overall member experience for Enterprise. Serves as a coach and mentor to leaders within Bank Contact Center, leading by example and focusing on creating the best member experiences. Provides and instills an attitude of caring and empathy toward the concerns of our members and employees to deliver exceptional customer service. Develops a deep understanding of the current member experiences, the competitive environment, current state gaps, and develops and recommends innovative solutions for continuous improvement. Executes operational expectations for a complex contact center environment (average speed of answer, occupancy, shrinkage, average handle time, member satisfaction, etc.). Responsible and accountable for increasing the depth of member relationships (products per member) by retaining, growing and acquiring new members, in a compliant manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Education: Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. What You Have: 10+ years of progressive contact center experience in a financial services industry supporting clients/customers/members in a multi-channel environment (voice, web, live chat, email, mobile, social media). 4 years of people leadership experience in building, managing and/or developing high-performing teams required with demonstrated ability developing talent, managing workflow, engaging and inspiring staff and peers, and fostering open communication. 3 years of experience developing strategy and executing very large-scale programs requiring data analytics and driving enterprise wide improvements. Deep understanding of banking regulatory environment, regulatory requirements, and application of compliance-related policies and procedures (e.g.Sales Practices, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Money Laundering (AML), Know Your Customer (KYC), Third-Party Risk Management (TPRM) etc.). Strong technical aptitude and analytical skills to lead initiatives to improve contact center effectiveness and efficiencies. Previous leadership or management experience required of large and/or multi-site contact centers (250+ employees). Experience leading through change and promoting changing well in the organization. What Sets You Apart: Track record of exceeded assigned target for contact center KPIs, including member satisfaction, compliance adherence, and efficiency Experience managing multiple functions across a variety of banking products and processes, including credit cards, deposits, lending, online banking support and escalations support Broad contact center business acumen, including understanding of workforce management, quality assurance, training and reporting Knowledge of and experience with a variety of contact center tools and technologies, including coaching system, IVR/ IVAs, timekeeping systems and knowledge management systems High degree of analytical skills with ability to root cause performance gaps and develop go to green plans Experience with cross functional project implementation involving key partners, such as risk, compliance, legal, product, process and human resources Superior verbal and written communication skills with experience interacting with, and presenting to, senior executives US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $147,750.00 - $265,950.00. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Tampa Crosstown office for future customer service and sales opportunities in 2026. The office is located at 9527 Delaney Creek Blvd, Tampa, FL 3361. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1 year of proven customer engagement in a needs based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust-core expectations in financial advisory and service roles. Experience thriving in a high volume, fast paced contact center Over six months of high volume phone engagement (60%+), demonstrating strong communication, de escalation skills, and confidence handling complex customer matters. US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Tampa Crosstown office for future customer service and sales opportunities in 2026. The office is located at 9527 Delaney Creek Blvd, Tampa, FL 3361. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1 year of proven customer engagement in a needs based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust-core expectations in financial advisory and service roles. Experience thriving in a high volume, fast paced contact center Over six months of high volume phone engagement (60%+), demonstrating strong communication, de escalation skills, and confidence handling complex customer matters. US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Tampa Crosstown office for future customer service and sales opportunities in 2026. The office is located at 9527 Delaney Creek Blvd, Tampa, FL 3361. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1 year of proven customer engagement in a needs based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust-core expectations in financial advisory and service roles. Experience thriving in a high volume, fast paced contact center Over six months of high volume phone engagement (60%+), demonstrating strong communication, de escalation skills, and confidence handling complex customer matters. US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Tampa Crosstown office for future customer service and sales opportunities in 2026. The office is located at 9527 Delaney Creek Blvd, Tampa, FL 3361. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1 year of proven customer engagement in a needs based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust-core expectations in financial advisory and service roles. Experience thriving in a high volume, fast paced contact center Over six months of high volume phone engagement (60%+), demonstrating strong communication, de escalation skills, and confidence handling complex customer matters. US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust Proven success in a high volume, fast paced contact center environment 6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
07/27/2026
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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: 1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust Proven success in a high volume, fast paced contact center environment 6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,680.00- $44,680.00 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.
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
