Member Experience Specialist - La Mesa, CA US-CA-La Mesa Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail (Branches) La Mesa Branch Overview Responsible for the daily oversight of the branch operations under the general leadership of Branch Management. Responsible for daily coordination and administration of credit union operations and supports sales efforts while helping to create an unbeatable service experience. Performs a wide variety of complex duties related to the handling of member transactions. Under the direction of the designated manager is responsible for establishing and maintaining member relationships in order to meet the members financial needs, provide extra-ordinary service, and create loyal members while meeting Branch and Corporate objectives. Responsible for originating and funding consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives. Responsibilities Identifies, acquires and grows new and existing consumer relationships, including deposit and loan portfolio. Utilizes the Deep Dive to meet each members perceived and unperceived financial needs. Initiates and participates in relationship building events including proactive activities such as visiting members on-site and attending community events. Initiates proactive service calls to members, including internal lists. Establishes new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc. Performs appropriate on-boarding activities for all new and existing members, possibly including follow-up calls. Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members. Coordinates the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service for the member. Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals. Initiates referrals and identifies opportunities for new referral relationships and new members. Supports daily sales efforts of service center staff and facilitates referrals of credit union products and services, including assisting teammates in sales development. Maintains the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions. Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals. Utilizes skills from Service Standard and other programs as directed by management. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Is member focused and models the following attributes: leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the companys core strategy, strategic objectives, brand promise, vision and value proposition. In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations. Maintains operations procedures ensuring compliance with approved credit union policies and procedures, therein delivering a high level of member service and operational quality in the credit union. Ensures compliance of credit union employees with established security, operations, regulatory compliance, audit, and recordkeeping policies, procedures and practices. Responsible for and participates as necessary in branch audit functions, and prepares reports as needed, including but not limited to various branch certifications, fraud control, reconciliations, negotiable control, and monthly/quarterly audits. Works closely with teammates to ensure that operational standards are met, and that operational issues are escalated and resolved in timely manner. Mentors branch staff, and provides hands on training and development to ensure new and existing staff have the requisite knowledge and skills. Provides coaching to aid with increasing understanding and ensure consistent application of policies and procedures. At the direction of the Retail Network Management, reviews records and reports to insure completeness, accuracy, and timeliness. Offers guidance and instructs branch operations staff in their daily functions, including assisting with scheduling, assigning work, coordinating activities, answering questions, solving problems, helping with complex transactions and explaining policies and procedures to tellers and members. Responsible for credit union operations, including opening, closing, and/or operating the branch on an occasional basis, in absence of on-site management. Approves transactions and authorizes fee reversals in accordance with established authority levels. Operates a cash drawer when needed, and processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance to credit union policies and procedures. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Solves member inquiries and/or complaints. Establishes new memberships, including checking and savings accounts, term accounts, IRAs, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit unions quality service standards, including solving member issues and complaints, and assisting tellers in mediating member situations. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. SUPERVISORY RESPONSIBILITIES Coordinates work for others and may provide direction in absence of Branch Management. Provides support with interviewing, coaching and training employees; planning, assigning, and directing work. Position will require some supervisory responsibilities with prior approval from AVP, Branch Experience in the absence of a manager. This includes opening/closing procedures as well as override authority within assigned limits. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); and two years in a financial instutuion required. Minimum of six months related experience such as b ranch opening/closing, c oordination of work (in absence of management) & experience handling member escalations is required. Supervisory experience in a financial institution/credit union, a plus. Must have sales experience and/or training. To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use. BluPeak Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 24-29 Hourly Wage PI89f9ef237a65-8433
10/02/2025
Full time
Member Experience Specialist - La Mesa, CA US-CA-La Mesa Job ID: Type: Regular Full-Time # of Openings: 1 Category: Retail (Branches) La Mesa Branch Overview Responsible for the daily oversight of the branch operations under the general leadership of Branch Management. Responsible for daily coordination and administration of credit union operations and supports sales efforts while helping to create an unbeatable service experience. Performs a wide variety of complex duties related to the handling of member transactions. Under the direction of the designated manager is responsible for establishing and maintaining member relationships in order to meet the members financial needs, provide extra-ordinary service, and create loyal members while meeting Branch and Corporate objectives. Responsible for originating and funding consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives. Responsibilities Identifies, acquires and grows new and existing consumer relationships, including deposit and loan portfolio. Utilizes the Deep Dive to meet each members perceived and unperceived financial needs. Initiates and participates in relationship building events including proactive activities such as visiting members on-site and attending community events. Initiates proactive service calls to members, including internal lists. Establishes new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc. Performs appropriate on-boarding activities for all new and existing members, possibly including follow-up calls. Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members. Coordinates the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service for the member. Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals. Initiates referrals and identifies opportunities for new referral relationships and new members. Supports daily sales efforts of service center staff and facilitates referrals of credit union products and services, including assisting teammates in sales development. Maintains the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions. Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals. Utilizes skills from Service Standard and other programs as directed by management. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices. Is member focused and models the following attributes: leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the companys core strategy, strategic objectives, brand promise, vision and value proposition. In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations. Maintains operations procedures ensuring compliance with approved credit union policies and procedures, therein delivering a high level of member service and operational quality in the credit union. Ensures compliance of credit union employees with established security, operations, regulatory compliance, audit, and recordkeeping policies, procedures and practices. Responsible for and participates as necessary in branch audit functions, and prepares reports as needed, including but not limited to various branch certifications, fraud control, reconciliations, negotiable control, and monthly/quarterly audits. Works closely with teammates to ensure that operational standards are met, and that operational issues are escalated and resolved in timely manner. Mentors branch staff, and provides hands on training and development to ensure new and existing staff have the requisite knowledge and skills. Provides coaching to aid with increasing understanding and ensure consistent application of policies and procedures. At the direction of the Retail Network Management, reviews records and reports to insure completeness, accuracy, and timeliness. Offers guidance and instructs branch operations staff in their daily functions, including assisting with scheduling, assigning work, coordinating activities, answering questions, solving problems, helping with complex transactions and explaining policies and procedures to tellers and members. Responsible for credit union operations, including opening, closing, and/or operating the branch on an occasional basis, in absence of on-site management. Approves transactions and authorizes fee reversals in accordance with established authority levels. Operates a cash drawer when needed, and processes cash and check deposits, withdrawal requests, loan payments, and general ledger transactions in accordance to credit union policies and procedures. Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices. Solves member inquiries and/or complaints. Establishes new memberships, including checking and savings accounts, term accounts, IRAs, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit unions quality service standards, including solving member issues and complaints, and assisting tellers in mediating member situations. Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations. SUPERVISORY RESPONSIBILITIES Coordinates work for others and may provide direction in absence of Branch Management. Provides support with interviewing, coaching and training employees; planning, assigning, and directing work. Position will require some supervisory responsibilities with prior approval from AVP, Branch Experience in the absence of a manager. This includes opening/closing procedures as well as override authority within assigned limits. Qualifications EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); and two years in a financial instutuion required. Minimum of six months related experience such as b ranch opening/closing, c oordination of work (in absence of management) & experience handling member escalations is required. Supervisory experience in a financial institution/credit union, a plus. Must have sales experience and/or training. To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends. TECHNOLOGY PROFICIENCY To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use. BluPeak Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources. PM17 Compensation details: 24-29 Hourly Wage PI89f9ef237a65-8433
Zurich North America is looking for a Commercial Surety Underwriting Officer (Account Executive or AVP Level) to join our Commercial Surety team within on of the following locations: Virtual IL, Chicago, Cincinnati, or Kansas City. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for an experienced Commercial Surety Underwriter to use their analytical skills, their entrepreneurial spirit, along with their ability to develop and maintain relationships with our North Central region Brokers and Customers to write profitable business. This role will be filled at either the Account Executive or AVP. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Additional responsibilities will include: Proactively seek renewal and new account opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Update required systems with details of broker/client visits and account status within specified time frame. Calculate Target Price accurately by utilizing underwriting tools appropriately. Diagnose and develop recommendations to solve unique business unit and customer problems. Demonstrate specialized knowledge and expertise in products and industry. Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Work at the highest authority limits on assignments utilizing the highest degree of technical complexity and coordination. Account Executive Basic Qualifications: High School Diploma or Equivalent and 3 or more years of experience the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR AVP Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Knowledge of time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Bachelor's Degree Surety knowledge/experience and knowledge of the legal and regulatory guidelines Understanding of structure of broker relationships Ability to analyze and understand complicated credit assessments, trends, and strategies Investigative skills (curiosity) to develop an understanding of business strategies, trends, complex contracts, assessment of long-term obligations and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact-based conclusions and recommendations Prior experience managing/growing profitable portfolio of customers Negotiation experience with brokers and large, international, and national organizations Strong verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Commercial Surety Underwriting Officer, Account Executive is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Commercial Surety Underwriting Officer, AVP is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Illinois Virtual Office, AM - Kansas Virtual Office, AM - Cincinnati Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
10/01/2025
Full time
Zurich North America is looking for a Commercial Surety Underwriting Officer (Account Executive or AVP Level) to join our Commercial Surety team within on of the following locations: Virtual IL, Chicago, Cincinnati, or Kansas City. The Commercial Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible for the overall account management, business development and analysis of a highly complex book of Commercial Surety Accounts. Our ideal candidate will have a can-do positive attitude, strong financial background including credit analysis, excellent communication and presentation skills, time management skills, and the ability to further develop and sharpen established negotiation skills. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. This is a great opportunity for an experienced Commercial Surety Underwriter to use their analytical skills, their entrepreneurial spirit, along with their ability to develop and maintain relationships with our North Central region Brokers and Customers to write profitable business. This role will be filled at either the Account Executive or AVP. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skillset relative to the qualifications listed for this position. Additional responsibilities will include: Proactively seek renewal and new account opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Update required systems with details of broker/client visits and account status within specified time frame. Calculate Target Price accurately by utilizing underwriting tools appropriately. Diagnose and develop recommendations to solve unique business unit and customer problems. Demonstrate specialized knowledge and expertise in products and industry. Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating manuals. Work at the highest authority limits on assignments utilizing the highest degree of technical complexity and coordination. Account Executive Basic Qualifications: High School Diploma or Equivalent and 3 or more years of experience the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR AVP Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years in the Underwriting, Market Facing, Finance, Accounting, or Banking area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Knowledge of time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Bachelor's Degree Surety knowledge/experience and knowledge of the legal and regulatory guidelines Understanding of structure of broker relationships Ability to analyze and understand complicated credit assessments, trends, and strategies Investigative skills (curiosity) to develop an understanding of business strategies, trends, complex contracts, assessment of long-term obligations and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact-based conclusions and recommendations Prior experience managing/growing profitable portfolio of customers Negotiation experience with brokers and large, international, and national organizations Strong verbal and written communication skills At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Commercial Surety Underwriting Officer, Account Executive is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Commercial Surety Underwriting Officer, AVP is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Chicago, AM - Illinois Virtual Office, AM - Kansas Virtual Office, AM - Cincinnati Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
Zurich is currently looking to hire an experienced Commercial Surety Underwriter for our Surety Team. We are looking for talented professionals in the Dallas or Houston, TX areas. The Commercial Surety Underwriter will work to analyze and underwrite a book of new and renewal business. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner with brokers and will utilize strong sales execution mindset to write profitable business. This role will be filled at either the Account Executive (Level II) or AVP (Level III). The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position To bring leading talent into the organization and foster a culture of innovation and excellence, we encourage professionals from wide range of backgrounds and industries to apply and: Join a global company that gives you an opportunity to collaborate with some of the best talent in the business Use your risk management, accounting, and/or finance experience to support the needs of our customers Have the autonomy and freedom to be successful in your career Experience a customized training program dedicated to those new joiners outside of the insurance industry Additional responsibilities will include: Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Make agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Participate in Sales Team meeting as related to assigned brokers and / or territory. Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Update required systems with details of broker / client visits and account status within specified time frame. Serve as key contact for assigned target accounts. Develop strong broker and client networks as related to industries underwritten by Business Unit. Contribute to development of u/w manuals, programs and guidelines. Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products Investigate, recommend and implement leading edge technical solutions when they meet customer needs Basic Qualifications: Commercial Surety Underwriter, Account Executive: High School Diploma or Equivalent and 3 or more years of experience in the Underwriting, Finance, Accounting, Banking. or Market Facing area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area Zurich Certified Insurance Apprenticeship program including an Associate Degree and 1 or more years of experience in the Underwriting, Finance, Accounting, Banking. or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR Commercial Surety Underwriter, AVP: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, or Market Facing area. OR High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR Zurich Certified Apprentice including an associate degree and 3 or more years of experience in the Underwriting, or Market Facing area. OR Zurich Certified Apprentice including an associate degree and 8 or more years of experience in the Underwriting, or Market Facing area. AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business. Experience working in a team environment. Preferred Qualifications: Experience handling Large Commercial Accounts Highly preferred In-depth knowledge of Surety line/s of business and the legal and regulatory guidelines Highly preferred Knowledge of time restraints for quotes on new and renewal business Bachelor's Degree Strong verbal and written communication skills Microsoft Office experience Ability to effectively assess risk Strong negotiation skills Strong broker relationships Superior skills in relationship building, active listening, needs analysis, and win-win negotiation Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines Excellent oral and written communication skills Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Mid-Senior Level is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. For the Senior Level is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Dallas, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
10/01/2025
Full time
Zurich is currently looking to hire an experienced Commercial Surety Underwriter for our Surety Team. We are looking for talented professionals in the Dallas or Houston, TX areas. The Commercial Surety Underwriter will work to analyze and underwrite a book of new and renewal business. Underwriters will use the Zurich Way of Underwriting Framework within delegated authority levels on highly complex assignments ensuring a high-level service to customers. In this role, you will partner with brokers and will utilize strong sales execution mindset to write profitable business. This role will be filled at either the Account Executive (Level II) or AVP (Level III). The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position To bring leading talent into the organization and foster a culture of innovation and excellence, we encourage professionals from wide range of backgrounds and industries to apply and: Join a global company that gives you an opportunity to collaborate with some of the best talent in the business Use your risk management, accounting, and/or finance experience to support the needs of our customers Have the autonomy and freedom to be successful in your career Experience a customized training program dedicated to those new joiners outside of the insurance industry Additional responsibilities will include: Proactively seek renewal and new account opportunities. Complete detailed opportunity assessment with key distributors to identify growth opportunities. Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity. Make agent/broker/customer and on-sight calls with a planned and well-prepared purpose. Negotiate Terms & Conditions and close deals. Cross-Sell other lines of business to increase product density with the account. Participate in Sales Team meeting as related to assigned brokers and / or territory. Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date. Update required systems with details of broker / client visits and account status within specified time frame. Serve as key contact for assigned target accounts. Develop strong broker and client networks as related to industries underwritten by Business Unit. Contribute to development of u/w manuals, programs and guidelines. Lead complex technical or long-term (over 6 months) business projects to implement new or changed systems, programs or products Investigate, recommend and implement leading edge technical solutions when they meet customer needs Basic Qualifications: Commercial Surety Underwriter, Account Executive: High School Diploma or Equivalent and 3 or more years of experience in the Underwriting, Finance, Accounting, Banking. or Market Facing area OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area Zurich Certified Insurance Apprenticeship program including an Associate Degree and 1 or more years of experience in the Underwriting, Finance, Accounting, Banking. or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office OR Commercial Surety Underwriter, AVP: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting, or Market Facing area. OR High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR Zurich Certified Apprentice including an associate degree and 3 or more years of experience in the Underwriting, or Market Facing area. OR Zurich Certified Apprentice including an associate degree and 8 or more years of experience in the Underwriting, or Market Facing area. AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business. Experience working in a team environment. Preferred Qualifications: Experience handling Large Commercial Accounts Highly preferred In-depth knowledge of Surety line/s of business and the legal and regulatory guidelines Highly preferred Knowledge of time restraints for quotes on new and renewal business Bachelor's Degree Strong verbal and written communication skills Microsoft Office experience Ability to effectively assess risk Strong negotiation skills Strong broker relationships Superior skills in relationship building, active listening, needs analysis, and win-win negotiation Possess a high level of customer service by meeting or exceeding broker and or customer expectations with respect to required deadlines Excellent oral and written communication skills Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Mid-Senior Level is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. For the Senior Level is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. As an insurance company, Zurich is subject to 18 U.S. Code 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Dallas, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . The AVP of Underwriting for Commercial Services takes lead responsibility in preparation and analysis of loan underwriting presentations for factoring, working capital financing, credit protection and receivables management services. Responsibilities: Performs rigorous financial analyses of transactions including financial modeling, customer evaluation, collateral analysis, risk rating, and industry/competitor analysis to assess transaction risk Assists with PCA and proposal process with Originator/ Business Development Officer Participates as a team member in special projects aimed at improving business processes and analytic tools Monitors the progression of assigned deals and updates applicable databases and models Analyzes financial statements and capital structures, prepares financial models, performs sensitivity / scenario analysis; conducts business/industry/competitor analysis to identify transaction risks and mitigates; provides recommendation on the transaction based on due diligence. Works closely with Underwriting Manager, Business Development Officers, Legal, Credit Risk, Operations, and other relevant departments; communicates on an ongoing basis and manages the underwriting function in a timely and collaborative manner and within established guidelines and expectations. Ensures all underwritings adhere to internal credit procedures and provides written reports and recommendations to Risk in a clear, concise, and well-articulated manner. Identifies and obtains approval for any exceptions to internal policies or procedures during the underwriting process. Presents transactions to appropriate authorities as required by the nature of the transaction. Coordinates all closing activities with applicable departments (Operations, Credit, Legal, etc.) and manages deal throughout the entire process, including for preparation/negotiation/execution of all legal documentation, system set up, and handoff to Portfolio Management team in an appropriate manner. Adheres to corporate and business specific policies and considers appropriate controls as part of day-to-day responsibilities. Leads KYC/BSA process and ensure all KYC compliance requirements have been met prior to transaction close. Preferred Qualificatons: Bachelor's degree with a concentration in finance or accounting preferred 3-5 years of experience in the commercial lending industry; credit trained with direct experience of underwriting and executing senior debt transactions Must have a solid understanding of financial statements, proficiency in financial modeling, and strong analytical skills with an ability to question assumptions Strong communication and interpersonal skills; team player Self-motivated with high energy levels; ability to prioritize and multi-task effectively Some experience of Factoring deals is a plus; ability to understand legal documentation and experience of managing deals as an Agent is a plus CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
09/23/2021
Full time
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. (NYSE: CIT) is a financial holding company with over a century of experience and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company's commercial banking segment includes commercial financing, community association banking, middle market banking, equipment and vendor financing, factoring, railcar financing, treasury and payments services, and capital markets and asset management. CIT's consumer banking segment includes a national direct bank and regional branch network. Discover more at cit.com/about . The AVP of Underwriting for Commercial Services takes lead responsibility in preparation and analysis of loan underwriting presentations for factoring, working capital financing, credit protection and receivables management services. Responsibilities: Performs rigorous financial analyses of transactions including financial modeling, customer evaluation, collateral analysis, risk rating, and industry/competitor analysis to assess transaction risk Assists with PCA and proposal process with Originator/ Business Development Officer Participates as a team member in special projects aimed at improving business processes and analytic tools Monitors the progression of assigned deals and updates applicable databases and models Analyzes financial statements and capital structures, prepares financial models, performs sensitivity / scenario analysis; conducts business/industry/competitor analysis to identify transaction risks and mitigates; provides recommendation on the transaction based on due diligence. Works closely with Underwriting Manager, Business Development Officers, Legal, Credit Risk, Operations, and other relevant departments; communicates on an ongoing basis and manages the underwriting function in a timely and collaborative manner and within established guidelines and expectations. Ensures all underwritings adhere to internal credit procedures and provides written reports and recommendations to Risk in a clear, concise, and well-articulated manner. Identifies and obtains approval for any exceptions to internal policies or procedures during the underwriting process. Presents transactions to appropriate authorities as required by the nature of the transaction. Coordinates all closing activities with applicable departments (Operations, Credit, Legal, etc.) and manages deal throughout the entire process, including for preparation/negotiation/execution of all legal documentation, system set up, and handoff to Portfolio Management team in an appropriate manner. Adheres to corporate and business specific policies and considers appropriate controls as part of day-to-day responsibilities. Leads KYC/BSA process and ensure all KYC compliance requirements have been met prior to transaction close. Preferred Qualificatons: Bachelor's degree with a concentration in finance or accounting preferred 3-5 years of experience in the commercial lending industry; credit trained with direct experience of underwriting and executing senior debt transactions Must have a solid understanding of financial statements, proficiency in financial modeling, and strong analytical skills with an ability to question assumptions Strong communication and interpersonal skills; team player Self-motivated with high energy levels; ability to prioritize and multi-task effectively Some experience of Factoring deals is a plus; ability to understand legal documentation and experience of managing deals as an Agent is a plus CIT is committed to Equal Employment Opportunity. It is CIT's policy to provide equal employment opportunities to all qualified applicants without regard to their race or perceived race (including traits historically associated with race, such as hair texture and protective hairstyles), color, national origin, nationality, ancestry, citizenship, immigration status, age, sex (including pregnancy, lactation, childbirth or related medical conditions), actual or perceived gender, gender identity, gender expression or transgender (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), religion, creed, marital status, family status, domestic partnership or civil union status, affectional or sexual orientation, atypical hereditary cellular or blood trait, genetic information or predisposition or carrier status (including testing and characteristics), status as a victim of domestic violence, actual or perceived status as a caregiver, military status and service, protected veteran status, mental or physical disability, perceived disability, record of disability, medical condition, AIDS and HIV status, or any other protected characteristic established by applicable federal, state, or local laws. If you would like more information about your EEO rights as an applicant under the law, please click here: Pay Transparency Notice EEO Law Poster EEO Supplemental Poster
Group Audit Coverage Summary. Execute specific audits, audit-related activities, and projects of the Audit Group or as otherwise assigned within IADA. This role will mainly have a focus on regulatory reporting audits, and the conduct of end to end testing of specific line items within both Bank and Bank Holding Company reports. Familiarity with reporting requirements for the FFIEC 002, 031 and FRY-9C are essential. The candidate should also be familiar with industry best practices surrounding regulatory reporting governance frameworks, accounting standards, and data management. NO. DETAILS OF JOB DESCRIPTION. 1. Perform selected internal audits, special audit work and other special projects of the Group or as otherwise directed. According to the assignment, this may include executing any or all phases (Planning, Fieldwork, Reporting and Follow-up) of assigned audits and other projects in compliance with recognized professional standards and with approved IAD/IADA. policies, procedures and standards. 2. Assist the in-charge auditor in audit planning, including risk identification and assessment, and development of audit work programs. 3. Execute fieldwork with minimal supervision from the auditor in charge, identify potential findings and discuss with in-charge and line management. 4. Assist the Group Manager in maintaining ongoing communication between IADA and line management responsible for the areas audited by the Group and remain current on the business and risk profiles of these areas. 5. Maintain communication with IADA staff and other Mizuho areas/functions, to ensure effective and efficient internal audit coverage of the. businesses and functions audited by the Group. 6. Assist the Group Manager with risk assessments and off-site monitoring of the Group's portfolio of audits in the preparation of required status, MIS or other reports. 7. Cooperate, as needed, with supervisory authorities and external auditors. 9. Cooperate fully with directives and requests from IADA's Quality Assurance Support, and promote. the ongoing effectiveness of IADA's Quality Assurance function. 10. Perform other assignments or projects as may be directed by the Group Manager. NO. CORE COMPETENCIES FOR POSITION. 1. Holds a Bachelors Degree or equivalent. May also hold an advanced or specialized degree and/or a professional certification (e.g., CPA, CA, CIA, CISA) or license relevant to the profession. 2. Demonstrates a sound understanding of the financial services industry and possesses at least three years of relevant work experience in internal auditing or external auditing, supervisory. examinations, or their equivalent. Candidate must have experience in the area of Bank Regulatory Reporting, either in a quality assurance or audit, or examination role. 3. Demonstrates sufficient knowledge and understanding of internal audit principles, practices and techniques, and of the concepts of risk, risk management, internal control and compliance, to (a) execute complex audit assignments; and, (b) independently identify potential audit matters with understanding of their risk significance and impact to the organization. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #LI-MIZUHO.
09/02/2021
Full time
Group Audit Coverage Summary. Execute specific audits, audit-related activities, and projects of the Audit Group or as otherwise assigned within IADA. This role will mainly have a focus on regulatory reporting audits, and the conduct of end to end testing of specific line items within both Bank and Bank Holding Company reports. Familiarity with reporting requirements for the FFIEC 002, 031 and FRY-9C are essential. The candidate should also be familiar with industry best practices surrounding regulatory reporting governance frameworks, accounting standards, and data management. NO. DETAILS OF JOB DESCRIPTION. 1. Perform selected internal audits, special audit work and other special projects of the Group or as otherwise directed. According to the assignment, this may include executing any or all phases (Planning, Fieldwork, Reporting and Follow-up) of assigned audits and other projects in compliance with recognized professional standards and with approved IAD/IADA. policies, procedures and standards. 2. Assist the in-charge auditor in audit planning, including risk identification and assessment, and development of audit work programs. 3. Execute fieldwork with minimal supervision from the auditor in charge, identify potential findings and discuss with in-charge and line management. 4. Assist the Group Manager in maintaining ongoing communication between IADA and line management responsible for the areas audited by the Group and remain current on the business and risk profiles of these areas. 5. Maintain communication with IADA staff and other Mizuho areas/functions, to ensure effective and efficient internal audit coverage of the. businesses and functions audited by the Group. 6. Assist the Group Manager with risk assessments and off-site monitoring of the Group's portfolio of audits in the preparation of required status, MIS or other reports. 7. Cooperate, as needed, with supervisory authorities and external auditors. 9. Cooperate fully with directives and requests from IADA's Quality Assurance Support, and promote. the ongoing effectiveness of IADA's Quality Assurance function. 10. Perform other assignments or projects as may be directed by the Group Manager. NO. CORE COMPETENCIES FOR POSITION. 1. Holds a Bachelors Degree or equivalent. May also hold an advanced or specialized degree and/or a professional certification (e.g., CPA, CA, CIA, CISA) or license relevant to the profession. 2. Demonstrates a sound understanding of the financial services industry and possesses at least three years of relevant work experience in internal auditing or external auditing, supervisory. examinations, or their equivalent. Candidate must have experience in the area of Bank Regulatory Reporting, either in a quality assurance or audit, or examination role. 3. Demonstrates sufficient knowledge and understanding of internal audit principles, practices and techniques, and of the concepts of risk, risk management, internal control and compliance, to (a) execute complex audit assignments; and, (b) independently identify potential audit matters with understanding of their risk significance and impact to the organization. Company Overview. Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG), which is comprised of offices in nearly 40 countries, approximately 60,000 employees, and assets of more than USD 1.8 trillion. Learn more at mizuhoamericas.com. Mizuho Bank Ltd. offers a competitive total rewards package. We are an EEO/AA Employer -M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #LI-MIZUHO.
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
01/31/2021
Full time
Who we are looking for As part of the IR team, the successful candidate will assist IR team members in the accurate and timely delivery of information and insight between the bank and the investment community, allowing the market to make an informed judgement about the fair value of STT. You'll be acting as a trusted internal adviser to senior management of the bank, delivering insightful feedback on the business performance in the context of the wider market. The IR analyst will play an integral role in supporting the Global Head of IR, the wider IR team and STT executives in preparing for quarterly earnings as well as industry investor conferences and meetings. The IR analyst will have responsibilities including financial modelling of STT, peer valuation, and the generation of timely market intelligence and surveillance. The position will work closely with the offices of the CEO and CFO, as well as other Management Committee members and business heads to coordinate efforts across multiple functions including legal, SEC reporting, finance and compliance. The position requires significant attention to detail, excellent written and verbal communication skills, an analytical mindset, an understanding of corporate finance as well as a demonstrated ability to deliver results within a fast-paced environment. The successful candidate will be employed at the level of Assistant Vice President (AVP). Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Investor Relations, AVP you will be Producing comprehensive qualitative and quantitative industry, peer, and STT- analysis, including financial and performance metrics to be distributed to senior management Providing timely market surveillance and intelligence to IR team members as well as senior business leaders Assisting in the development and management of complex documents such as earnings releases, management scripts and Q&A documents as well as presentation materials Attending internal meetings with executive management (CEO, CFO, Business Unit heads) to better understand the financial and strategic impact of management actions Assist in ad-hoc projects Proactively identifying and managing risk within the IR team What we value The Investor Relations (IR) team liaises between State Street Corporation (STT)'s Management Committee and its institutional shareholders (real money asset managers, pension funds, hedge funds etc.). IR is a strategic management responsibility that aims to integrate finance, communication, and securities law compliance to enable the most effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's stock valuation. Externally, IR makes public strategic, operating, and financial information which can help investors assess the company's performance, valuation and strategic vision. Internally, IR synthesizes and effectively communicates feedback from institutional investors and sell-side research analysts to help senior management set STT's strategic objectives as well as implementation plans. Education & Preferred Qualifications Investor Relations or sell-side experience is a requirement for this position A minimum of 5 years of experience within the following areas: Investor Relations, credit or equity sell-side research, corporate finance, or investment banking with a focus on banking or financials A high level of numeracy with a detailed knowledge of bank financial analysis and valuation techniques The ability to take initiative and execute independently to resolve complex issues CFA Charterholder or equivalent qualification highly desirable Highly motivated to deliver high value add projects in a fast-paced environment An uncompromising ability to maintain strict confidentiality, exercise sound judgment and the highest level of discretion in handling material non-public information Excellent interpersonal and communication skills coupled with an ability to be a credible adviser to senior stakeholders An understanding of the regulatory environment and requirements governing the U.S. banking and investment industry The ability to develop an excellent network of relationships within the bank A high level of attention to detail Strong presentation skills, with detailed knowledge of PowerPoint and Excel About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers
