Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 2-3 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI37acec9a2ebe-1413
09/07/2025
Full time
Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience. Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily. Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team. Ensuring operational tasks are followed & completed daily. Execute customer requests with speed and accuracy. Maintain cash levels and outages within the parameters of the established guidelines. Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: 2-3 years of previous teller experience required. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. High School diploma or equivalent required. Above average knowledge of technology and willingness to adapt to new software technologies. Ability to work under deadlines with frequent interruption. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI37acec9a2ebe-1413
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 PI97abaa11d2-
09/07/2025
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 PI97abaa11d2-
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As an Assistant Branch Manager you will lead the day-to-day operations of the branch. Supervise, train, and coach Teller staff. Support the Branch Manager in developing an on going sales performance culture. Effectively assist clients in achieving their financial goals by actively referring Bank products and services. Refer clients to other Bank specialists when applicable. Act in full management capacity in the absence of a Branch Manager. In this role you will have the opportunity to: Oversee processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Responsible for acting as a leader in sales, operations, and client service. Manage the operations of the branch along with the training, mentoring, and coaching of the teller team. Assist with operational tasks and ensure they are completed on time. Adhere to policy and procedures to minimize risk and achieve satisfactory internal audit results. Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools. Responsible for presenting tailored solutions that meet the client's specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts. Develop and maintain in-depth knowledge of all operational processes and requirements; meets compliance standards. Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations. Assistant Branch Manager Requirements H.S. Diploma or equivalent required NMLS registration preferred 4 or more years of retail banking experience required 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required Knowledge, Skills & Abilities Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending. Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required. Possess effective selling, cross selling and referral skills. Possess strong mathematical, problem solving, and negotiation skills. Ability to analyze client credit data and other related financial information. Experience in a financial sales representative-oriented role. Travel 20% Compensation & Benefits Targeted starting hourly range (based on experience): $ 25.00- $ 35.93/hr Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits Banner Bank
09/05/2025
Full time
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As an Assistant Branch Manager you will lead the day-to-day operations of the branch. Supervise, train, and coach Teller staff. Support the Branch Manager in developing an on going sales performance culture. Effectively assist clients in achieving their financial goals by actively referring Bank products and services. Refer clients to other Bank specialists when applicable. Act in full management capacity in the absence of a Branch Manager. In this role you will have the opportunity to: Oversee processing a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Responsible for acting as a leader in sales, operations, and client service. Manage the operations of the branch along with the training, mentoring, and coaching of the teller team. Assist with operational tasks and ensure they are completed on time. Adhere to policy and procedures to minimize risk and achieve satisfactory internal audit results. Assist clients by gaining an understanding of their current and future financial needs by engaging in proactive discussions using the Banner Way process and tools. Responsible for presenting tailored solutions that meet the client's specific financial needs. Refer clients to other lines of business as appropriate. Answer questions and resolve technical problems on client accounts. Develop and maintain in-depth knowledge of all operational processes and requirements; meets compliance standards. Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations. Assistant Branch Manager Requirements H.S. Diploma or equivalent required NMLS registration preferred 4 or more years of retail banking experience required 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required Knowledge, Skills & Abilities Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending. Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required. Possess effective selling, cross selling and referral skills. Possess strong mathematical, problem solving, and negotiation skills. Ability to analyze client credit data and other related financial information. Experience in a financial sales representative-oriented role. Travel 20% Compensation & Benefits Targeted starting hourly range (based on experience): $ 25.00- $ 35.93/hr Annual incentive potential Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life Paid vacation time, sick time and 11 company paid holidays 401k (with up to 4% match) Tuition reimbursement Get more information at: Employee Benefits Banner Bank
UK Job Description Description To assist and support the Senior Sigma Law Specialist and Sigma Lawyer on a wide range of the structured finance/derivatives matters - with a particular focus on derivatives, GMRA, ISDA, CSA, OTC products, and fund finance - as well as on ad hoc legal tasks across the team. The Firm Reed Smith is a global law firm with more than 1,700 lawyers in 30 offices throughout Europe, the Middle East, Asia and the United States. Operating as one global partnership, we represent leading international businesses from FTSE 100 corporations to mid-market and emerging enterprises; advising clients on cross border transactions, international commercial disputes and regulation. We specialise in industries including financial services, life sciences, health care, energy and natural resources, entertainment and media, shipping and real estate. We all share a common culture, with core values supporting the firm's commitment to add value, achieve excellence, and promote professional development. London is our largest office with approximately 700 people, including over 350 fee earners across the full range of commercial practice areas. Consistent with the firm's strategy, the office has grown significantly over the past five years. Key to this growth has been our ability to successfully integrate new hires into our business and give them a platform to flourish. We place a huge significance on listening to our people and incorporating their ideas wherever possible. Responsibilities Supporting Associates and Partners across the Structured Finance team on the negotiation and drafting of derivatives (including OTC), repurchase agreements (under GMRA), and collateral arrangements (including under CSA and ISDA documentation). Assisting in the negotiation and execution of ISDA Master Agreements, Credit Support Annexes (CSAs), GMRAs, and related legal documentation. Conducting legal research and preparing briefing notes or summaries on derivatives regulation, collateral requirements, and counterparty risk. Reviewing legal documents for accuracy, consistency, and completeness. Collaborating with the legal engineering team to support the implementation of legal technology in managing ISDA/CSA documentation and structured finance workflows. Identifying and implementing improvements in legal documentation processes and operational efficiency. Carrying out ad hoc administrative and legal support tasks as needed. Contributing to a collaborative and high-performing team culture, while proactively developing your skills and legal knowledge. Note the role may include an opportunity to undertake a secondment in a client's office for a period of 6-9 months. Performance Improvement Identify and propose enhancements to processes relating to derivatives documentation and automation. Collaborate with your manager and team to implement quality, speed, and efficiency improvements. View errors and feedback as opportunities for continuous learning and improvement. Key Skills, Attributes and Experience Minimum of 12 months' experience as a paralegal or legal analyst within a Banking & Finance or Derivatives team. Essential: Familiarity with ISDA, CSA, GMRA, and OTC derivatives documentation. Preferred: Experience working with financial institutions, funds, or asset managers on derivatives or structured finance transactions. Desirable: Understanding of legal issues related to netting, collateral, and regulatory frameworks such as EMIR and SFTR. Proven ability to build credibility with internal stakeholders and work effectively in a fast-paced, professional environment. Strong written and verbal communication skills, with excellent drafting ability. High attention to detail, with strong project/case management and organisational skills. Ability to prioritise effectively and manage multiple deadlines under pressure. Tech-savvy and comfortable learning new tools or legal operations platforms. Self-starter with a proactive approach to problem-solving and process ownership. A collaborative and adaptable team player. Reliable, accountable, and motivated by high standards. Eagerness to learn, improve, and contribute to the success of the team. Development Actively participate in team meetings and knowledge-sharing initiatives. Attend relevant internal and external training, particularly around derivatives, finance law, and legal technology. Contribute to innovation, process improvement, and business development projects . Education Bachelor's degree in Law or a related field, or bachelor's degree plus post-graduate qualification/ certification in law (or equivalent experience). No search firms/agencies please. Reed Smith's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, colour, sex, age, national origin, sexual orientation, gender identity and/or expression, disability, veteran's status, or any characteristic protected by law. As a firm, we adhere to and promote equal employment opportunity for all. We are committed to making all stages of our recruitment process accessible to candidates with disabilities or long-term health conditions. If you have a disability or a long-term health condition and require adjustments to be made for you within the recruitment process, please contact a member of the Recruitment team. For more information on our approach to diversity and inclusion please visit our website .
09/05/2025
Full time
UK Job Description Description To assist and support the Senior Sigma Law Specialist and Sigma Lawyer on a wide range of the structured finance/derivatives matters - with a particular focus on derivatives, GMRA, ISDA, CSA, OTC products, and fund finance - as well as on ad hoc legal tasks across the team. The Firm Reed Smith is a global law firm with more than 1,700 lawyers in 30 offices throughout Europe, the Middle East, Asia and the United States. Operating as one global partnership, we represent leading international businesses from FTSE 100 corporations to mid-market and emerging enterprises; advising clients on cross border transactions, international commercial disputes and regulation. We specialise in industries including financial services, life sciences, health care, energy and natural resources, entertainment and media, shipping and real estate. We all share a common culture, with core values supporting the firm's commitment to add value, achieve excellence, and promote professional development. London is our largest office with approximately 700 people, including over 350 fee earners across the full range of commercial practice areas. Consistent with the firm's strategy, the office has grown significantly over the past five years. Key to this growth has been our ability to successfully integrate new hires into our business and give them a platform to flourish. We place a huge significance on listening to our people and incorporating their ideas wherever possible. Responsibilities Supporting Associates and Partners across the Structured Finance team on the negotiation and drafting of derivatives (including OTC), repurchase agreements (under GMRA), and collateral arrangements (including under CSA and ISDA documentation). Assisting in the negotiation and execution of ISDA Master Agreements, Credit Support Annexes (CSAs), GMRAs, and related legal documentation. Conducting legal research and preparing briefing notes or summaries on derivatives regulation, collateral requirements, and counterparty risk. Reviewing legal documents for accuracy, consistency, and completeness. Collaborating with the legal engineering team to support the implementation of legal technology in managing ISDA/CSA documentation and structured finance workflows. Identifying and implementing improvements in legal documentation processes and operational efficiency. Carrying out ad hoc administrative and legal support tasks as needed. Contributing to a collaborative and high-performing team culture, while proactively developing your skills and legal knowledge. Note the role may include an opportunity to undertake a secondment in a client's office for a period of 6-9 months. Performance Improvement Identify and propose enhancements to processes relating to derivatives documentation and automation. Collaborate with your manager and team to implement quality, speed, and efficiency improvements. View errors and feedback as opportunities for continuous learning and improvement. Key Skills, Attributes and Experience Minimum of 12 months' experience as a paralegal or legal analyst within a Banking & Finance or Derivatives team. Essential: Familiarity with ISDA, CSA, GMRA, and OTC derivatives documentation. Preferred: Experience working with financial institutions, funds, or asset managers on derivatives or structured finance transactions. Desirable: Understanding of legal issues related to netting, collateral, and regulatory frameworks such as EMIR and SFTR. Proven ability to build credibility with internal stakeholders and work effectively in a fast-paced, professional environment. Strong written and verbal communication skills, with excellent drafting ability. High attention to detail, with strong project/case management and organisational skills. Ability to prioritise effectively and manage multiple deadlines under pressure. Tech-savvy and comfortable learning new tools or legal operations platforms. Self-starter with a proactive approach to problem-solving and process ownership. A collaborative and adaptable team player. Reliable, accountable, and motivated by high standards. Eagerness to learn, improve, and contribute to the success of the team. Development Actively participate in team meetings and knowledge-sharing initiatives. Attend relevant internal and external training, particularly around derivatives, finance law, and legal technology. Contribute to innovation, process improvement, and business development projects . Education Bachelor's degree in Law or a related field, or bachelor's degree plus post-graduate qualification/ certification in law (or equivalent experience). No search firms/agencies please. Reed Smith's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, colour, sex, age, national origin, sexual orientation, gender identity and/or expression, disability, veteran's status, or any characteristic protected by law. As a firm, we adhere to and promote equal employment opportunity for all. We are committed to making all stages of our recruitment process accessible to candidates with disabilities or long-term health conditions. If you have a disability or a long-term health condition and require adjustments to be made for you within the recruitment process, please contact a member of the Recruitment team. For more information on our approach to diversity and inclusion please visit our website .
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
09/05/2025
Full time
Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. This is not a remote position. UNIVERSAL BANKER III POSITION SUMMARY This position is responsible for assisting with a customer's financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. SCHEDULE Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. BENEFITS Availa Bank offers a rich selection of benefits you can personalize to support you and your family's needs. Benefits may include: Medical, Dental & Vision Plans Option for Health Savings Account (HSA) Life Insurance (Company paid for employee) 401K and Employee Stock Ownership Plan (ESOP) Company Paid Short & Long Term Disability Insurance Flexible Spending Account (FSA) & Dependent Care Eligibility for Tuition Assistance and Discounts Employee Assistance Program (EAP) Requirements: UNIVERSAL BANKER III PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions Build relationships with customers by identifying needs and offering solutions Provide accurate information to customers based on product and service knowledge and understanding of the banking industry Sell, open and maintain banking products and services to new and existing customers Proficient in customer account opening, maintenance and closing accounts (including checking, savings, CDs and safe deposit boxes) Efficiently and proficiently open and service business accounts, fiduciary accounts and HSA/IRA accounts Proficient in Business Online Cash Management Services, including annual contract renewals and risk rating Process check orders; follow check cashing procedures; issue cashier's checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions) Maintain a balanced cash drawer Meet or exceed all established branch goals and contribute to branch deposit growth Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients through prospecting and sales visits Perform ITM duties in applicable markets Cross sell/refer bank products and services to other areas of the bank, including commercial and mortgage lending UNIVERSAL BANKER III QUALIFICATIONS: Education High school diploma or equivalent required Experience Previous Banking experience Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Must be able to multi-task in a busy environment Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Maintain a complete understanding of regulatory and compliance policies and procedures Must be able to work flexible hours and shifts Travel to/from and work in multiple locations; must have a valid driver's license and reliable transportation PM21 PI5ccd0f95a7d7-2817
Description: POSITION TITLE: Controller DEPARTMENT: Accounting CLASSIFICATION: Exempt APPROVED BY: CEO WAGE GRADE: 15 REPORTING RELATIONSHIPS POSITION REPORTS TO: CFO POSITIONS SUPERVISED: Accounting Specialist I, Accounting Specialist II, Accounting Specialist III POSITION PURPOSE Responsible for directing, coordinating, maintaining, and controlling an accounting system that properly reflects the financial position of the Company. Monitors Department policies and procedures and recommends improvements, consults with the Senior Management team, participates in establishing and implementing major goals and objectives, and serves as a resource in all aspects of accounting. Ensures accurate internal and external recording and reporting of financial transactions. Oversees general ledger, accounts payable and receivable, fixed asset management, etc. Ensures accounting activities are in accordance with established legal, regulatory, and Company procedures. Assigns, directs, and appraises accounting staff. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the planning, development, and implementation of effective accounting strategies, policies, and procedures. Assists Senior Management in developing short and long term goals and objectives for the Accounting Department. Ensures accounting plans, goals, and policies are consistent with established Company-wide goals. Ensures policies are in accordance with evolving regulations, legal requirements, and industry trends. Supervises the development and implementation of financial information and control systems, including general leger, budgeting, cost allocation, and other subsystems. Assumes responsibility for the effective preparation, maintenance, and reporting of internal and external financial records and analyses. Oversees the preparation of daily, monthly, annual, and other periodic financial statements and reports for multiple legal entities as well as the consolidation of results in accordance with GAAP which includes preparing reports and providing direction for accounting staff to assist with preparing assigned schedules. Ensures external document submissions and filings are accurate and timely. Coordinates tax reporting requirements. Works with external accountants to file federal and state tax returns. Prepares and monitors the Accounting Department budget and business plan. Coordinates the annual audit. Ensures that accounting records and reports are in compliance with GAAP and government regulations. Cooperates with and assists external auditors as appropriate. Completes reports and analyses of departmental and area operations as requested by Senior Management. Conducts cost analysis, ratio and trend analysis, and other comparative examinations as appropriate. Assumes responsibility for supervising and overseeing daily operations and performing administrative functions for the Accounting departments, ensuring optimal performance. Ensures effective financial internal controls for the Departments and the Company. Continually evaluates established policies and procedures, and updates or modifies them as necessary. Documents and creates flowcharts to organize Department processes. Coordinates accounting information systems which track specific operational and financial data. Works to implement and update systems including fixed asset management, expense management, cash management, etc. Completes financial analyses of Company cash flow, investment strategies, banking relationships, debt management, etc. Develops and implements improvements as appropriate. Reviews potential merger and acquisition opportunities. Prepares business plans and reports addressing related issues. Ensures accounting functions and duties are accurately and promptly completed. Ensures smooth workflow by establishing effective schedules and balanced distribution of work. Formulates and implements corrective actions as needed. Assumes responsibility for establishing and maintaining effective communication and coordination with Company personnel, departments, and management. Advises department managers regarding accounting entries, reports, and comparative analyses. Coordinates accounting functions with other departments. Interfaces with the IT Department in the development and implementation of efficient systems consistent with new software applications. Ensures the timely completion of reports, records, and other documentation. Ensures all employees are well informed of accounting policies, procedures, and regulations. Facilitates consistency at all levels of accounting operations. Attends and participates in meetings and committees as appropriate. Assumes responsibility for establishing and maintaining effective business relations with vendors, outside auditors and regulators, and professional trade groups. Serves as a liaison between the Company and external auditors and regulatory authorities. Represents the Company to various trade professionals and groups. Ensures the Company's professional reputation is maintained. Ensures appropriate levels of confidentiality regarding Company operations. Effectively supervises Accounting and Deposit Operations personnel, ensuring optimal performance. Oversees hiring and succession planning for the Departments. Assesses staffing requirements and fills open positions with qualified candidates. Provides leadership to through effective objective setting, delegation, and communication. Conducts meetings to ensure that personnel are well informed of changes in programs, policies, and procedures. Trains, directs, and coordinates personnel. Ensures that training and development needs are met and provides assistance and support as needed. Conducts performance appraisals as assigned. Provides measurable feedback to accounting staff and suggestions for improved performance. Formulates and implements employee corrective actions as needed. Assumes responsibility for related duties as required or assigned. Ensures work area is clean, secure, and well maintained. Stays informed of trends and changes in the accounting and finance fields. Completes special accounting projects as assigned. PERFORMANCE MEASUREMENTS Financial and accounting statements, records, and reports are accurate and timely. Management is provided with useful and informative reports and data. The company's financial position is accurately conveyed. Appropriate department policies and procedures are developed and updated as needed. Department functions are conducted in accordance with established principles, standards, and legal requirements. Company assets are safeguarded and preserved Department personnel are effective and efficient. Positive business relations exist with auditors, government officials, and trade professionals. Good coordination and effective working relations exist with other departments. Assistance is provided as needed. Good working relationships, DEI and collaborative initiatives exist with credit union personnel. Requirements: QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor's or Master's degree in accounting, business, or a related field; CPA preferred. REQUIRED KNOWLEDGE: Thorough knowledge of financial and accounting practices and procedures. Understanding of governmental regulations and reporting requirements. Understanding of related auditing and IT functions. Broad based knowledge of the entrepreneurial business environment. EXPERIENCE REQUIRED: Five or more years of high level accounting experience. Three or more years of supervisory experience. SKILLS/ABILITIES: Excellent leadership and human relations abilities. Able to organize, coordinate, and direct projects. Strong oral and written communication abilities. Solid analytical and technical skills. Able to use all related hardware and software. FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work. Sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply logical or scientific thinking to a wide range of intellectual and practical problems. Able to deal with very difficult concepts and complex variables. MATHEMATICS ABILITY: Ability to use advanced algebra, exponents, logarithms, linear equations, quadratic equations, mathematical induction and binomial theorem, permutations, calculus, and/or analytic geometry. Able to perform basic statistical calculations including frequency distributions, reliability and validity of tests, normal curve, analysis of variance, correlation techniques, chi-square application and sampling theory and factor analysis. . click apply for full job details
09/04/2025
Full time
Description: POSITION TITLE: Controller DEPARTMENT: Accounting CLASSIFICATION: Exempt APPROVED BY: CEO WAGE GRADE: 15 REPORTING RELATIONSHIPS POSITION REPORTS TO: CFO POSITIONS SUPERVISED: Accounting Specialist I, Accounting Specialist II, Accounting Specialist III POSITION PURPOSE Responsible for directing, coordinating, maintaining, and controlling an accounting system that properly reflects the financial position of the Company. Monitors Department policies and procedures and recommends improvements, consults with the Senior Management team, participates in establishing and implementing major goals and objectives, and serves as a resource in all aspects of accounting. Ensures accurate internal and external recording and reporting of financial transactions. Oversees general ledger, accounts payable and receivable, fixed asset management, etc. Ensures accounting activities are in accordance with established legal, regulatory, and Company procedures. Assigns, directs, and appraises accounting staff. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the planning, development, and implementation of effective accounting strategies, policies, and procedures. Assists Senior Management in developing short and long term goals and objectives for the Accounting Department. Ensures accounting plans, goals, and policies are consistent with established Company-wide goals. Ensures policies are in accordance with evolving regulations, legal requirements, and industry trends. Supervises the development and implementation of financial information and control systems, including general leger, budgeting, cost allocation, and other subsystems. Assumes responsibility for the effective preparation, maintenance, and reporting of internal and external financial records and analyses. Oversees the preparation of daily, monthly, annual, and other periodic financial statements and reports for multiple legal entities as well as the consolidation of results in accordance with GAAP which includes preparing reports and providing direction for accounting staff to assist with preparing assigned schedules. Ensures external document submissions and filings are accurate and timely. Coordinates tax reporting requirements. Works with external accountants to file federal and state tax returns. Prepares and monitors the Accounting Department budget and business plan. Coordinates the annual audit. Ensures that accounting records and reports are in compliance with GAAP and government regulations. Cooperates with and assists external auditors as appropriate. Completes reports and analyses of departmental and area operations as requested by Senior Management. Conducts cost analysis, ratio and trend analysis, and other comparative examinations as appropriate. Assumes responsibility for supervising and overseeing daily operations and performing administrative functions for the Accounting departments, ensuring optimal performance. Ensures effective financial internal controls for the Departments and the Company. Continually evaluates established policies and procedures, and updates or modifies them as necessary. Documents and creates flowcharts to organize Department processes. Coordinates accounting information systems which track specific operational and financial data. Works to implement and update systems including fixed asset management, expense management, cash management, etc. Completes financial analyses of Company cash flow, investment strategies, banking relationships, debt management, etc. Develops and implements improvements as appropriate. Reviews potential merger and acquisition opportunities. Prepares business plans and reports addressing related issues. Ensures accounting functions and duties are accurately and promptly completed. Ensures smooth workflow by establishing effective schedules and balanced distribution of work. Formulates and implements corrective actions as needed. Assumes responsibility for establishing and maintaining effective communication and coordination with Company personnel, departments, and management. Advises department managers regarding accounting entries, reports, and comparative analyses. Coordinates accounting functions with other departments. Interfaces with the IT Department in the development and implementation of efficient systems consistent with new software applications. Ensures the timely completion of reports, records, and other documentation. Ensures all employees are well informed of accounting policies, procedures, and regulations. Facilitates consistency at all levels of accounting operations. Attends and participates in meetings and committees as appropriate. Assumes responsibility for establishing and maintaining effective business relations with vendors, outside auditors and regulators, and professional trade groups. Serves as a liaison between the Company and external auditors and regulatory authorities. Represents the Company to various trade professionals and groups. Ensures the Company's professional reputation is maintained. Ensures appropriate levels of confidentiality regarding Company operations. Effectively supervises Accounting and Deposit Operations personnel, ensuring optimal performance. Oversees hiring and succession planning for the Departments. Assesses staffing requirements and fills open positions with qualified candidates. Provides leadership to through effective objective setting, delegation, and communication. Conducts meetings to ensure that personnel are well informed of changes in programs, policies, and procedures. Trains, directs, and coordinates personnel. Ensures that training and development needs are met and provides assistance and support as needed. Conducts performance appraisals as assigned. Provides measurable feedback to accounting staff and suggestions for improved performance. Formulates and implements employee corrective actions as needed. Assumes responsibility for related duties as required or assigned. Ensures work area is clean, secure, and well maintained. Stays informed of trends and changes in the accounting and finance fields. Completes special accounting projects as assigned. PERFORMANCE MEASUREMENTS Financial and accounting statements, records, and reports are accurate and timely. Management is provided with useful and informative reports and data. The company's financial position is accurately conveyed. Appropriate department policies and procedures are developed and updated as needed. Department functions are conducted in accordance with established principles, standards, and legal requirements. Company assets are safeguarded and preserved Department personnel are effective and efficient. Positive business relations exist with auditors, government officials, and trade professionals. Good coordination and effective working relations exist with other departments. Assistance is provided as needed. Good working relationships, DEI and collaborative initiatives exist with credit union personnel. Requirements: QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor's or Master's degree in accounting, business, or a related field; CPA preferred. REQUIRED KNOWLEDGE: Thorough knowledge of financial and accounting practices and procedures. Understanding of governmental regulations and reporting requirements. Understanding of related auditing and IT functions. Broad based knowledge of the entrepreneurial business environment. EXPERIENCE REQUIRED: Five or more years of high level accounting experience. Three or more years of supervisory experience. SKILLS/ABILITIES: Excellent leadership and human relations abilities. Able to organize, coordinate, and direct projects. Strong oral and written communication abilities. Solid analytical and technical skills. Able to use all related hardware and software. FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. TALKING: Especially where one must convey detailed or important instructions or ideas accurately, loudly, or quickly. AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information. AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery. PHYSICAL STRENGTH: Sedentary work. Sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to apply logical or scientific thinking to a wide range of intellectual and practical problems. Able to deal with very difficult concepts and complex variables. MATHEMATICS ABILITY: Ability to use advanced algebra, exponents, logarithms, linear equations, quadratic equations, mathematical induction and binomial theorem, permutations, calculus, and/or analytic geometry. Able to perform basic statistical calculations including frequency distributions, reliability and validity of tests, normal curve, analysis of variance, correlation techniques, chi-square application and sampling theory and factor analysis. . click apply for full job details
Field Risk Specialist Position Opportunity! W e pay for drive time so candidates must live in the immediate area of St. Louis, MO. This is a Field Based Position so you will not be assigned to a local office About DataScan Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Immediate area of St. Louis, MO. (Territory assigned for this position is eastern MO and southern IL, Rotation into Kansas City, MO, Springfield, and into Iowa) Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (5 to 7 nights of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with annual bonus potential, paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Bonus potential based on satisfactory performance Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 0 Yearly Salary PI4946a8db5-
09/03/2025
Full time
Field Risk Specialist Position Opportunity! W e pay for drive time so candidates must live in the immediate area of St. Louis, MO. This is a Field Based Position so you will not be assigned to a local office About DataScan Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Immediate area of St. Louis, MO. (Territory assigned for this position is eastern MO and southern IL, Rotation into Kansas City, MO, Springfield, and into Iowa) Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (5 to 7 nights of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with annual bonus potential, paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Bonus potential based on satisfactory performance Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 0 Yearly Salary PI4946a8db5-
Local Government Federal Credit Union
Raleigh, North Carolina
Description: CIVIC CULTURE Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. ABOUT THE POSITION The Credit Reporting and Disputes Specialist is responsible for the review and accurate submission of credit data to the credit bureaus and the processing and response to consumer credit disputes. This role ensures full compliance with the Fair Credit Reporting Act (FCRA) and Metro 2 standards by performing timely and accurate data reviews, corrections, and updates using tools such as e-OSCAR. NORMAL DAY-TO-DAY WORK Monitor and validate credit bureau reporting files for accuracy and completeness. Investigate and resolve consumer disputes received through e-OSCAR and direct channels within FCRA/FACTA-mandated timelines. Analyze loan servicing and system data to validate account statuses, payment histories, and other reported information. Submit updated or corrected credit reporting data as necessary. Research consumer complaints related to credit reporting, document findings, and determine appropriate resolutions. Maintain detailed documentation of dispute resolution processes and outcomes. Respond to credit verification requests. Collaborate with Loan Operations, Collections, and Risk and Compliance to resolve data discrepancies related to credit reporting. Support audits and regulatory exam reviews by providing documentation and subject matter input. Maintain compliance with FCRA, CFPB regulations, and industry best practices. Stay current on FCRA requirements, Metro 2 changes, and industry best practices. Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve. JOB QUALIFICATIONS Here are a few skills you MUST have to be qualified for this position. 1 - 3 years of experience in credit bureau reporting and dispute management. Familiarity with FCRA/FACTA, Metro 2 reporting standards, and e-OSCAR. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation. Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc. Ability to lift a minimum of 25 lbs. (file boxes, computer). Travel required on occasion. Here are a few qualities we'd LIKE for you to have to make you more suited for this position. Bachelors degree in Business, Finance, or related field (or equivalent experience). Familiarity with credit bureau systems. Experience with loan servicing or core banking systems. CDIA FCRA Credit Reporting Compliance Certification. CONTACT US If you have questions about this position description, please feel welcome to ask. You can reach our HR Department at: Civic Human Resources 3600 Wake Forest Road, Raleigh, NC 27609 Requirements: PIb9e73a2b179d-7550
09/02/2025
Full time
Description: CIVIC CULTURE Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. ABOUT THE POSITION The Credit Reporting and Disputes Specialist is responsible for the review and accurate submission of credit data to the credit bureaus and the processing and response to consumer credit disputes. This role ensures full compliance with the Fair Credit Reporting Act (FCRA) and Metro 2 standards by performing timely and accurate data reviews, corrections, and updates using tools such as e-OSCAR. NORMAL DAY-TO-DAY WORK Monitor and validate credit bureau reporting files for accuracy and completeness. Investigate and resolve consumer disputes received through e-OSCAR and direct channels within FCRA/FACTA-mandated timelines. Analyze loan servicing and system data to validate account statuses, payment histories, and other reported information. Submit updated or corrected credit reporting data as necessary. Research consumer complaints related to credit reporting, document findings, and determine appropriate resolutions. Maintain detailed documentation of dispute resolution processes and outcomes. Respond to credit verification requests. Collaborate with Loan Operations, Collections, and Risk and Compliance to resolve data discrepancies related to credit reporting. Support audits and regulatory exam reviews by providing documentation and subject matter input. Maintain compliance with FCRA, CFPB regulations, and industry best practices. Stay current on FCRA requirements, Metro 2 changes, and industry best practices. Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve. JOB QUALIFICATIONS Here are a few skills you MUST have to be qualified for this position. 1 - 3 years of experience in credit bureau reporting and dispute management. Familiarity with FCRA/FACTA, Metro 2 reporting standards, and e-OSCAR. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a strong service orientation. Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc. Ability to lift a minimum of 25 lbs. (file boxes, computer). Travel required on occasion. Here are a few qualities we'd LIKE for you to have to make you more suited for this position. Bachelors degree in Business, Finance, or related field (or equivalent experience). Familiarity with credit bureau systems. Experience with loan servicing or core banking systems. CDIA FCRA Credit Reporting Compliance Certification. CONTACT US If you have questions about this position description, please feel welcome to ask. You can reach our HR Department at: Civic Human Resources 3600 Wake Forest Road, Raleigh, NC 27609 Requirements: PIb9e73a2b179d-7550
Description: The Loan Operations Specialist supports the daily functions of the Bank's Loan Operations Department, serving to support all commercial and consumer lending functions of the bank. The Loan Operations Department has the major functions of ensuring that the documents created for loan closings are correct and that all loan documents are exception free and the collateral is perfected. The Loan Operations Department also interfaces with the bookkeeping and proof-transit functions areas of the Bank to ensure that all transaction entries (payments, advances, new loan advances, general ledger entries, etc.) are performed correctly and that appropriate general ledger accounts are monitored and balanced. In one year as a Loan Operations Specialist, you will know you were successful if you Supports all departmental functions and assures the departmental objectives are achieved in providing accurate and timely loan documentation, servicing of the loan and maintaining collateral files; closely monitors loan documentation and collateral exceptions to ensure that such items are kept to minimum levels consistent with Bank policy. Meets all pre-established customer services goals particularly by ensuring that loan closing documents are provided to lenders quickly and accurately. Manages the approved pipeline of loans to ensure customer expectations are met or exceeded around the loan closing process. Provide assistance and support to staff in dealing with problems. Supports the resolution of particularly sensitive or complex situations. Ensures that staff members are fully informed of appropriate compliance regulations, legal requirements, policies and procedures, providing on-the-job training, if necessary. Responsible for working within regulatory guidelines and bank policies that are applicable to the areas this position supports. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. Requirements: What we're looking for Minimum of five years of banking experience in the areas of depository services and loan originations, or an educational background that provides a level of knowledge typically gained from five years or more retail lending. High school diploma or GED from an accredited institution, College degree preferred. Requires the ability to successfully multitask and perform accurate, timely work with multiple priorities and deadlines. Must demonstrate strong customer service skills and/or interpersonal and communication skills as well as a strong attention to detail and an exemplary desire to produce top-notch work. Requires a demonstrated working knowledge of basic computer software such as Microsoft Office and Outlook at a moderate level. Previous work experience in loan operations/administration is strongly considered About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PIa49-4114
09/02/2025
Full time
Description: The Loan Operations Specialist supports the daily functions of the Bank's Loan Operations Department, serving to support all commercial and consumer lending functions of the bank. The Loan Operations Department has the major functions of ensuring that the documents created for loan closings are correct and that all loan documents are exception free and the collateral is perfected. The Loan Operations Department also interfaces with the bookkeeping and proof-transit functions areas of the Bank to ensure that all transaction entries (payments, advances, new loan advances, general ledger entries, etc.) are performed correctly and that appropriate general ledger accounts are monitored and balanced. In one year as a Loan Operations Specialist, you will know you were successful if you Supports all departmental functions and assures the departmental objectives are achieved in providing accurate and timely loan documentation, servicing of the loan and maintaining collateral files; closely monitors loan documentation and collateral exceptions to ensure that such items are kept to minimum levels consistent with Bank policy. Meets all pre-established customer services goals particularly by ensuring that loan closing documents are provided to lenders quickly and accurately. Manages the approved pipeline of loans to ensure customer expectations are met or exceeded around the loan closing process. Provide assistance and support to staff in dealing with problems. Supports the resolution of particularly sensitive or complex situations. Ensures that staff members are fully informed of appropriate compliance regulations, legal requirements, policies and procedures, providing on-the-job training, if necessary. Responsible for working within regulatory guidelines and bank policies that are applicable to the areas this position supports. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. Requirements: What we're looking for Minimum of five years of banking experience in the areas of depository services and loan originations, or an educational background that provides a level of knowledge typically gained from five years or more retail lending. High school diploma or GED from an accredited institution, College degree preferred. Requires the ability to successfully multitask and perform accurate, timely work with multiple priorities and deadlines. Must demonstrate strong customer service skills and/or interpersonal and communication skills as well as a strong attention to detail and an exemplary desire to produce top-notch work. Requires a demonstrated working knowledge of basic computer software such as Microsoft Office and Outlook at a moderate level. Previous work experience in loan operations/administration is strongly considered About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PIa49-4114
Field Risk Specialist Position Opportunity! W e pay for drive time so candidates must live in the immediate area of Hayward, CA. This is a Field Based Position so you will not be assigned to a local office About DataScan Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Hayward, California area Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (3 to 5 nights of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with annual bonus potential, paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Bonus potential based on satisfactory performance Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 0 Yearly Salary PIcdf2b5-
09/02/2025
Full time
Field Risk Specialist Position Opportunity! W e pay for drive time so candidates must live in the immediate area of Hayward, CA. This is a Field Based Position so you will not be assigned to a local office About DataScan Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Hayward, California area Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (3 to 5 nights of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with annual bonus potential, paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Bonus potential based on satisfactory performance Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 0 Yearly Salary PIcdf2b5-
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI9f980b0f8c31-4252
09/01/2025
Full time
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI9f980b0f8c31-4252
Digital Banking Specialist / Req 1132 Department: Operations Reports to: AVP, Digital Banking Manager Supervises: N/A Status: Full-Time / Non-Exempt / On-site Only Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Digital Banking Specialist: Provide excellent customer service and support on all digital banking products. Regularly answer questions and resolve online banking, mobile deposit, card and ATM related issues for clients and staff. Conduct regular maintenance, maintenance review, fraud monitoring tasks, and processes/resolves disputed electronic items. Perform a wide variety of back-office administrative functions to facilitate the workflow within the department. Must be able to meet daily deadlines while working in a fast-paced environment. Job Requirements for the Digital Banking Specialist: One to two years of experience in a financial institution setting; CSR knowledge preferred. Experience supporting internal and external customers with digital banking related issues. May be required to attend trainings on rules and regulations related to Digital Banking products, such Error Resolution and ACH processing. Proficient in use of Microsoft Office suite: Excel, Word, and Email. Aptitude for learning and using diverse software applications. Must be organized with ability to multitask. Excellent customer service and communication skills required. Must have strong problem-solving skills Must be organized and detail oriented. Ability to work independently. Must be a team player. Specific Job Functions for the Digital Banking Specialist: Provide high quality support to online banking customers by handling routine inquiries received via phone, email or instant chat. Provide high quality support for Cash Management, Remote Deposit Capture & Mobile check deposit. Monitor online banking transactions for suspicious activity using the banks monitoring software and reports. Complete daily maintenance and monitoring tasks for all Digital Banking products. Assist with eStatement and Bill Pay enrollment and troubleshooting. Approve & oversee the online new account process ensuring compliance with CIP & CDD. Assist customers & bank staff with ATM & Debit cards, including card reorders, limit increases and PIN re-sets. Maintain card inventory for the bank, tracks lost cards and analyzes all returned mail. Manage and oversee the card dispute process & card compromise events (Reg E). Assist in the implementation of new Digital Banking products and services, which may involve training others. Familiar with Digital Banking operations and procedures. Familiar with CDAR's & ICS funds transfers, must ensure accurate posting of entries. Work with Accounting Department to reconcile internal GL Accounts. Assist in the creation and formalization of processes and procedures in the Digital Banking Department Able to provide backup to the Deposit Services and Cash Management departments, this involves handling routine inquiries made by customers & bank staff. Assume additional responsibilities as requested. This Job Description for the Digital Banking Specialist describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Our generous benefits are listed on our website: Partners.Bank/about/careers/ PIe3f766e1d5-
09/01/2025
Full time
Digital Banking Specialist / Req 1132 Department: Operations Reports to: AVP, Digital Banking Manager Supervises: N/A Status: Full-Time / Non-Exempt / On-site Only Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Digital Banking Specialist: Provide excellent customer service and support on all digital banking products. Regularly answer questions and resolve online banking, mobile deposit, card and ATM related issues for clients and staff. Conduct regular maintenance, maintenance review, fraud monitoring tasks, and processes/resolves disputed electronic items. Perform a wide variety of back-office administrative functions to facilitate the workflow within the department. Must be able to meet daily deadlines while working in a fast-paced environment. Job Requirements for the Digital Banking Specialist: One to two years of experience in a financial institution setting; CSR knowledge preferred. Experience supporting internal and external customers with digital banking related issues. May be required to attend trainings on rules and regulations related to Digital Banking products, such Error Resolution and ACH processing. Proficient in use of Microsoft Office suite: Excel, Word, and Email. Aptitude for learning and using diverse software applications. Must be organized with ability to multitask. Excellent customer service and communication skills required. Must have strong problem-solving skills Must be organized and detail oriented. Ability to work independently. Must be a team player. Specific Job Functions for the Digital Banking Specialist: Provide high quality support to online banking customers by handling routine inquiries received via phone, email or instant chat. Provide high quality support for Cash Management, Remote Deposit Capture & Mobile check deposit. Monitor online banking transactions for suspicious activity using the banks monitoring software and reports. Complete daily maintenance and monitoring tasks for all Digital Banking products. Assist with eStatement and Bill Pay enrollment and troubleshooting. Approve & oversee the online new account process ensuring compliance with CIP & CDD. Assist customers & bank staff with ATM & Debit cards, including card reorders, limit increases and PIN re-sets. Maintain card inventory for the bank, tracks lost cards and analyzes all returned mail. Manage and oversee the card dispute process & card compromise events (Reg E). Assist in the implementation of new Digital Banking products and services, which may involve training others. Familiar with Digital Banking operations and procedures. Familiar with CDAR's & ICS funds transfers, must ensure accurate posting of entries. Work with Accounting Department to reconcile internal GL Accounts. Assist in the creation and formalization of processes and procedures in the Digital Banking Department Able to provide backup to the Deposit Services and Cash Management departments, this involves handling routine inquiries made by customers & bank staff. Assume additional responsibilities as requested. This Job Description for the Digital Banking Specialist describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Our generous benefits are listed on our website: Partners.Bank/about/careers/ PIe3f766e1d5-
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI0e6a82e93c9d-2949
09/01/2025
Full time
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI0e6a82e93c9d-2949
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 member's 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 company's 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, IRA's, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit union's 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 Union's 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 PIf56a3a3a5-
09/01/2025
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 member's 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 company's 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, IRA's, online banking, insurance products and loans. Provides an unbeatable service experience and adheres to the credit union's 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 Union's 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 PIf56a3a3a5-
Employment Type: Part time Shift: Description: Medical Lab Technician or Medical Technologist, Night Shift This position will work 1, 12 hour night shift a week. We are ideally looking for someone to work every other Saturday and Sunday from 6:00 pm - 6:30 am. About Mount Carmel Dublin: Mount Carmel Dublin will be a n innovative medical ambulatory campus directly tailored to the needs of the Dublin community and surrounding suburbs . Services provided: 14 - bay emergency department 10 - bay observation unit 30 acute inpatient beds 4 operating rooms L evel 1 cardiac capabilit y A dvanced imaging, and other outpatient testing Attached MOB The attached medical office building will provide a community education space in addition to clinic space for : Primary Care, Neurology, Cardiology, Vascular and other independent specialists. Mount Carmel plans to extend its community health and well-being programs into the Dublin community as well. Why Mount Carmel Health System : Mount Carmel , a member of Trinity Health, has been a transforming healing presence in Central Ohio for over 135 year s . Joining our team means becoming part of a dynamic community dedicated to providing exceptional, compassionate, people-centered care to anyone and everyone who needs it. Here, care goes beyond a procedure. Here is where compassion and expertise come together to impact patient lives every single day. If you're seeking a rewarding career where your purpose, passion, and desire to make a difference come alive, we invite you to consider joining our team. Together, we will continue transforming lives and improving outcomes at our new, innovative campus. Here, care is provided by all of us For All of You! What we offer: Competitive compensation and benefits packages ( medical, dental, and vision ) Retirement savings account with employer match starting on day one up to 75% matching contribution Paid time off program Tuition/professional development reimbursement Discounted tuition opportunities at the Mount Carmel College of Nursing Mount Carmel offers DailyPay - if you're hired as an eligible colleague, you'll be able to see how much you've made every day and transfer your money any time before payday. You deserve to get paid every day! About the Unit: The laboratory at Mount Carmel Dublin will provide a wide range of laboratory procedures that will aid clinicians in diagnosing, treating, and managing patients. There will be comprehensive testing in the specialties of hematology, chemistry, coagulation, urinalysis, blood gases, molecular, and blood banking. Located on the 1st floor will be an Outpatient Lab Service Center that will provide convenient hours for patients to have their blood drawn. Self-scheduling will be available to allow for little to no wait times. This laboratory will house all new state of the art instrumentation along with EPIC Beaker laboratory information system. The laboratory team will interact with other Dublin Hospital health care professionals to coordinate the best patient care experience. About the job: The Medical Technologist performs laboratory testing. Has knowledge of the clinical significance of results, monitors and understands operation of instrumentation, and reports results accurately and rapidly. What you'll do: Performs all clinical testing in assigned department. Records and reports test results accurately and promptly. Performs and interprets quality control testing following established guidelines. Maintains a high level of quality assurance. Practices established safety procedures, including Universal Precautions and proper use of safety equipment. Able to recognize a problem by following prescribed strategies and make necessary corrections. Where no present criteria for decisions are available, will consult with supervisor/manager. In absence of supervisor/manager, will act to determine final decision. Coordinates and evaluates new reagents, procedures and equipment as requested by supervisor/manager. Performs routine scheduled and specialized maintenance of laboratory equipment. What we're looking for: Education: Baccalaureate or Associate Degree in Medical Technology or related field. Licensure / Certification: Certification from American Society of Clinical Pathologists, equivalent; eligible for certification. If applicable, must maintain active certification. Experience: Preferred, but not required. Effective Communication Skills Mount Carmel and all its affiliates are proud to be equal opportunity employers. We do not discriminate on the basis of race, gender, religion, physical disability or any other classification protected under local, state or federal law. Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are 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, veteran status, or any other status protected by federal, state, or local law.
09/01/2025
Full time
Employment Type: Part time Shift: Description: Medical Lab Technician or Medical Technologist, Night Shift This position will work 1, 12 hour night shift a week. We are ideally looking for someone to work every other Saturday and Sunday from 6:00 pm - 6:30 am. About Mount Carmel Dublin: Mount Carmel Dublin will be a n innovative medical ambulatory campus directly tailored to the needs of the Dublin community and surrounding suburbs . Services provided: 14 - bay emergency department 10 - bay observation unit 30 acute inpatient beds 4 operating rooms L evel 1 cardiac capabilit y A dvanced imaging, and other outpatient testing Attached MOB The attached medical office building will provide a community education space in addition to clinic space for : Primary Care, Neurology, Cardiology, Vascular and other independent specialists. Mount Carmel plans to extend its community health and well-being programs into the Dublin community as well. Why Mount Carmel Health System : Mount Carmel , a member of Trinity Health, has been a transforming healing presence in Central Ohio for over 135 year s . Joining our team means becoming part of a dynamic community dedicated to providing exceptional, compassionate, people-centered care to anyone and everyone who needs it. Here, care goes beyond a procedure. Here is where compassion and expertise come together to impact patient lives every single day. If you're seeking a rewarding career where your purpose, passion, and desire to make a difference come alive, we invite you to consider joining our team. Together, we will continue transforming lives and improving outcomes at our new, innovative campus. Here, care is provided by all of us For All of You! What we offer: Competitive compensation and benefits packages ( medical, dental, and vision ) Retirement savings account with employer match starting on day one up to 75% matching contribution Paid time off program Tuition/professional development reimbursement Discounted tuition opportunities at the Mount Carmel College of Nursing Mount Carmel offers DailyPay - if you're hired as an eligible colleague, you'll be able to see how much you've made every day and transfer your money any time before payday. You deserve to get paid every day! About the Unit: The laboratory at Mount Carmel Dublin will provide a wide range of laboratory procedures that will aid clinicians in diagnosing, treating, and managing patients. There will be comprehensive testing in the specialties of hematology, chemistry, coagulation, urinalysis, blood gases, molecular, and blood banking. Located on the 1st floor will be an Outpatient Lab Service Center that will provide convenient hours for patients to have their blood drawn. Self-scheduling will be available to allow for little to no wait times. This laboratory will house all new state of the art instrumentation along with EPIC Beaker laboratory information system. The laboratory team will interact with other Dublin Hospital health care professionals to coordinate the best patient care experience. About the job: The Medical Technologist performs laboratory testing. Has knowledge of the clinical significance of results, monitors and understands operation of instrumentation, and reports results accurately and rapidly. What you'll do: Performs all clinical testing in assigned department. Records and reports test results accurately and promptly. Performs and interprets quality control testing following established guidelines. Maintains a high level of quality assurance. Practices established safety procedures, including Universal Precautions and proper use of safety equipment. Able to recognize a problem by following prescribed strategies and make necessary corrections. Where no present criteria for decisions are available, will consult with supervisor/manager. In absence of supervisor/manager, will act to determine final decision. Coordinates and evaluates new reagents, procedures and equipment as requested by supervisor/manager. Performs routine scheduled and specialized maintenance of laboratory equipment. What we're looking for: Education: Baccalaureate or Associate Degree in Medical Technology or related field. Licensure / Certification: Certification from American Society of Clinical Pathologists, equivalent; eligible for certification. If applicable, must maintain active certification. Experience: Preferred, but not required. Effective Communication Skills Mount Carmel and all its affiliates are proud to be equal opportunity employers. We do not discriminate on the basis of race, gender, religion, physical disability or any other classification protected under local, state or federal law. Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are 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, veteran status, or any other status protected by federal, state, or local law.
Strategic Finance Specialist - Terminal Business - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy for which we are known. It is what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you could not do anywhere else. It is up to you to make it happen. What's the role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are looking for a strategic finance specialist to join our larger finance team supporting the Terminal Business and the Core Product organization. You will be responsible for using our extensive data sources to provide solutions to urgent business questions, financial / operational insight, and reporting. Additionally, you will have the unique opportunity to deliver a blend of financial and operational analysis, financial modeling, reporting and senior management support to help develop clear, actionable strategic analyses and competitive differentiation plans and processes. Your ability to develop relationships with stakeholders across the organization and strong analytical and communication skills will help you be successful in this role! The Finance team provides critical financial advisory to the product teams in support of the business. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis, financial modeling, reporting and senior management support for a fast-paced and pioneering technology based financial services business. We'll trust you to: Business Planning and Strategy Development • Support the development and performance tracking of business plans and strategic initiatives. • Contribute to the formulation of commercial strategies through market research, competitive analysis, and trend forecasting. • Collaborate on the creation of quarterly financial updates, annual operating plans (AOP), and other executive-level planning materials. Financial Modeling and Analysis • Build and maintain product pricing models, revenue forecasts, and cost analysis. • Develop quantitative financial models to guide business decisions and identify opportunities. • Conduct research and perform competitor analyses to support strategic positioning and market entry evaluations. Market and Industry Intelligence • Develop a deep understanding of Bloomberg's products, customers, competitive environment, and emerging industry trends. • Synthesize market intelligence into actionable insights that support business innovation and strategic evolution. KPI Development and Monitoring • Design, implement, and maintain key performance indicators (KPIs) and other business performance metrics • Analyze operational data and report on business health and performance against targets Financial Planning & Analysis (FP&A) • Manage FP&A activities in accordance with corporate standards and timelines. • Ensure adherence to financial governance and compliance with organizational processes. • Oversee headcount planning, resource allocation, and associated reporting. • Provide insights into workforce optimization and cost-efficiency across business units. Executive Engagement • Prepare high-impact presentations for the Board and Management Committee. • Deliver insights and recommendations that inform executive-level decisions and drive long-term strategy. AI and Innovation Support • Contribute to change management and innovation initiatives by identifying opportunities to leverage AI technologies. • Promote a culture of continuous improvement by supporting digital transformation efforts. You'll need to have: • 10+ years of experience in Big 4 accounting, investment banking, management consulting, private equity, corporate strategy or related fields • BA/BS in Finance or related field • Ability to identify problems, understand the root cause, make recommendations and drive to a solution • Strong analytical, problem-solving, and financial modeling skills • Solid foundation of finance/accounting concepts and principles • Exceptional communication skills with the ability to influence outcomes of issues and projects • Team player who can work across multiple departments and levels within the company • Advanced user of MS Excel, PowerPoint, Word, and Business Intelligence tools We'd love to see: • CPA, CFA or similar accreditation • Experience carrying out complex work with autonomy and make decisions within scope of responsibilities • High level of intellectual curiosity and the desire to learn Salary Range = 155000 - 205000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Strategic Finance Specialist - Terminal Business - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy for which we are known. It is what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you could not do anywhere else. It is up to you to make it happen. What's the role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are looking for a strategic finance specialist to join our larger finance team supporting the Terminal Business and the Core Product organization. You will be responsible for using our extensive data sources to provide solutions to urgent business questions, financial / operational insight, and reporting. Additionally, you will have the unique opportunity to deliver a blend of financial and operational analysis, financial modeling, reporting and senior management support to help develop clear, actionable strategic analyses and competitive differentiation plans and processes. Your ability to develop relationships with stakeholders across the organization and strong analytical and communication skills will help you be successful in this role! The Finance team provides critical financial advisory to the product teams in support of the business. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis, financial modeling, reporting and senior management support for a fast-paced and pioneering technology based financial services business. We'll trust you to: Business Planning and Strategy Development • Support the development and performance tracking of business plans and strategic initiatives. • Contribute to the formulation of commercial strategies through market research, competitive analysis, and trend forecasting. • Collaborate on the creation of quarterly financial updates, annual operating plans (AOP), and other executive-level planning materials. Financial Modeling and Analysis • Build and maintain product pricing models, revenue forecasts, and cost analysis. • Develop quantitative financial models to guide business decisions and identify opportunities. • Conduct research and perform competitor analyses to support strategic positioning and market entry evaluations. Market and Industry Intelligence • Develop a deep understanding of Bloomberg's products, customers, competitive environment, and emerging industry trends. • Synthesize market intelligence into actionable insights that support business innovation and strategic evolution. KPI Development and Monitoring • Design, implement, and maintain key performance indicators (KPIs) and other business performance metrics • Analyze operational data and report on business health and performance against targets Financial Planning & Analysis (FP&A) • Manage FP&A activities in accordance with corporate standards and timelines. • Ensure adherence to financial governance and compliance with organizational processes. • Oversee headcount planning, resource allocation, and associated reporting. • Provide insights into workforce optimization and cost-efficiency across business units. Executive Engagement • Prepare high-impact presentations for the Board and Management Committee. • Deliver insights and recommendations that inform executive-level decisions and drive long-term strategy. AI and Innovation Support • Contribute to change management and innovation initiatives by identifying opportunities to leverage AI technologies. • Promote a culture of continuous improvement by supporting digital transformation efforts. You'll need to have: • 10+ years of experience in Big 4 accounting, investment banking, management consulting, private equity, corporate strategy or related fields • BA/BS in Finance or related field • Ability to identify problems, understand the root cause, make recommendations and drive to a solution • Strong analytical, problem-solving, and financial modeling skills • Solid foundation of finance/accounting concepts and principles • Exceptional communication skills with the ability to influence outcomes of issues and projects • Team player who can work across multiple departments and levels within the company • Advanced user of MS Excel, PowerPoint, Word, and Business Intelligence tools We'd love to see: • CPA, CFA or similar accreditation • Experience carrying out complex work with autonomy and make decisions within scope of responsibilities • High level of intellectual curiosity and the desire to learn Salary Range = 155000 - 205000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Provider Job Opportunity at Bend Memorial Clinic, PC Please Note: We will only contact candidates regarding your applications from one of the following Summit Health is seeking an Hospitalist PA who would like the opportunity to expand a thriving practice within a financially secure, physician-driven, multispecialty setting. Summit Health is the largest physician led and professionally managed multispecialty group practice in Central Oregon with 11 locations in Bend, Redmond, Sisters and Sunriver. Summit Health includes more than 180 providers across 40 specialties and services providing care to over 60,000 attributed lives in Central Oregon. The medical group has become the quality of care leader in Oregon achieving a 4.9-star rating on nearly all value-based contracts, is in the upper decile for customer satisfaction and earned a perfect Medicare Quality (MIPS) score for 2021 through 2023. We pride ourselves on providing a patient centered, high quality care model, that emphasizes keeping the cost of care low for patients and the community. As part of our team, you'll enjoy: Market leading compensation rates with high earning potential, production incentive and a quality bonus program Competitive benefits package with relocation assistance Busy practice, high demand for orthopedic services, with lots of growth potential A physician led and professionally managed medical group where providers drive strategy, vision and project implementation Easy access to resources, coding, and IT support utilizing the Epic platform Benefits of working within a multispecialty medical practice: Coordination of care with a large primary care base and many other specialists Comprehensive support teams for insurance authorization, billing, IT, HR, and coding Onsite laboratory, radiology, and other services Responsibilities will include: Assist in the daily medical care, admissions and discharges of patients Work in close supervision with the physician staff of the SMG hospitalist department Provide primary assistance to the post-call hospitalist physician or the on-call hospitalist physician Communicate effectively with physicians, patients and family members. Located east of the Cascade Mountains, Bend enjoys 300 days of sunshine and a wonderful high desert climate. World class skiing, renowned fishing and amazing golf, water sports, cycling and trail running are all part of a quality lifestyle for Central Oregon residents. Our community also offers excellent schools, a variety of cultural activities, great food and entertainment, and is noted as one of the best places to live for outdoor activity by Sunset Magazine, Bike Magazine, CNN, Newsweek and Golf Magazine. We offer competitive compensation, comprehensive benefits package, and a dynamic practice experience. If you are an interested candidate, please reach out to our recruiters at SUMMIT HEALTH We are a smoke and drug-free environment. EOE M/F/D/V Total Rewards at Summit Health Oregon - Bend Memorial Clinic, PC Our team members are essential to our mission to reshape healthcare through the power of connection. Summit Health highly values the critical role that health and wellness play in the lives of our team members and their families. We strive to provide a valuable suite of benefits, wellness programs, compensation, time off, and resources to support the wellbeing and personal needs of team members and their families at various stages of life and in their professional career. Collectively, we call these "Total Rewards". Here at Summit Health, our total rewards include, but are not limited to: We've Got You Covered - Health coverage is vital, and it begins on the 1st of the month after you start employment. Build a Healthy Foundation - Various medical plan options including a HDHP with HSA option and employer contribution. Enhance Your Health Coverage - Dental and vision insurance, plus healthcare and dependent care spending accounts. Safeguard Your Household - Company paid Employee Assistance Program (EAP) and life insurance, plus optional supplemental life. Protect Against the Unexpected - Company paid Disability Insurance plus optional voluntary benefits such as accident and critical Illness insurance for yourself and dependents. Retirement Investing - 401(k) plan with company Safe Harbor contribution annually to help you build towards your retirement. Work/Life Balance - Time Off including Provider Advanced Time Off (PATO) and holidays so employees can take a break or care for themselves and their family. Reach Professional Goals - Continuing Medical Education and bonus opportunities. Financial Wellness - Educational webinars, resources, and tools to help foster financial literacy. Benefits apply to benefits eligible team members. Equal Opportunity Employer Our Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to, and does not discriminate on the basis of, race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer Our Company cares about the safety of our employees and applicants. Our Company does not use chat rooms for job searches or communications. Our Company will never request personal information via informal chat platforms or unsecure email. Our Company will never ask for money or an exchange of money, banking or other personal information prior to the in-person interview. Be aware of potential scams while job seeking. Interviews are conducted at select Our Company locations during regular business hours only. For information on job scams, visit, or file a complaint at .
08/31/2025
Full time
Provider Job Opportunity at Bend Memorial Clinic, PC Please Note: We will only contact candidates regarding your applications from one of the following Summit Health is seeking an Hospitalist PA who would like the opportunity to expand a thriving practice within a financially secure, physician-driven, multispecialty setting. Summit Health is the largest physician led and professionally managed multispecialty group practice in Central Oregon with 11 locations in Bend, Redmond, Sisters and Sunriver. Summit Health includes more than 180 providers across 40 specialties and services providing care to over 60,000 attributed lives in Central Oregon. The medical group has become the quality of care leader in Oregon achieving a 4.9-star rating on nearly all value-based contracts, is in the upper decile for customer satisfaction and earned a perfect Medicare Quality (MIPS) score for 2021 through 2023. We pride ourselves on providing a patient centered, high quality care model, that emphasizes keeping the cost of care low for patients and the community. As part of our team, you'll enjoy: Market leading compensation rates with high earning potential, production incentive and a quality bonus program Competitive benefits package with relocation assistance Busy practice, high demand for orthopedic services, with lots of growth potential A physician led and professionally managed medical group where providers drive strategy, vision and project implementation Easy access to resources, coding, and IT support utilizing the Epic platform Benefits of working within a multispecialty medical practice: Coordination of care with a large primary care base and many other specialists Comprehensive support teams for insurance authorization, billing, IT, HR, and coding Onsite laboratory, radiology, and other services Responsibilities will include: Assist in the daily medical care, admissions and discharges of patients Work in close supervision with the physician staff of the SMG hospitalist department Provide primary assistance to the post-call hospitalist physician or the on-call hospitalist physician Communicate effectively with physicians, patients and family members. Located east of the Cascade Mountains, Bend enjoys 300 days of sunshine and a wonderful high desert climate. World class skiing, renowned fishing and amazing golf, water sports, cycling and trail running are all part of a quality lifestyle for Central Oregon residents. Our community also offers excellent schools, a variety of cultural activities, great food and entertainment, and is noted as one of the best places to live for outdoor activity by Sunset Magazine, Bike Magazine, CNN, Newsweek and Golf Magazine. We offer competitive compensation, comprehensive benefits package, and a dynamic practice experience. If you are an interested candidate, please reach out to our recruiters at SUMMIT HEALTH We are a smoke and drug-free environment. EOE M/F/D/V Total Rewards at Summit Health Oregon - Bend Memorial Clinic, PC Our team members are essential to our mission to reshape healthcare through the power of connection. Summit Health highly values the critical role that health and wellness play in the lives of our team members and their families. We strive to provide a valuable suite of benefits, wellness programs, compensation, time off, and resources to support the wellbeing and personal needs of team members and their families at various stages of life and in their professional career. Collectively, we call these "Total Rewards". Here at Summit Health, our total rewards include, but are not limited to: We've Got You Covered - Health coverage is vital, and it begins on the 1st of the month after you start employment. Build a Healthy Foundation - Various medical plan options including a HDHP with HSA option and employer contribution. Enhance Your Health Coverage - Dental and vision insurance, plus healthcare and dependent care spending accounts. Safeguard Your Household - Company paid Employee Assistance Program (EAP) and life insurance, plus optional supplemental life. Protect Against the Unexpected - Company paid Disability Insurance plus optional voluntary benefits such as accident and critical Illness insurance for yourself and dependents. Retirement Investing - 401(k) plan with company Safe Harbor contribution annually to help you build towards your retirement. Work/Life Balance - Time Off including Provider Advanced Time Off (PATO) and holidays so employees can take a break or care for themselves and their family. Reach Professional Goals - Continuing Medical Education and bonus opportunities. Financial Wellness - Educational webinars, resources, and tools to help foster financial literacy. Benefits apply to benefits eligible team members. Equal Opportunity Employer Our Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to, and does not discriminate on the basis of, race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer Our Company cares about the safety of our employees and applicants. Our Company does not use chat rooms for job searches or communications. Our Company will never request personal information via informal chat platforms or unsecure email. Our Company will never ask for money or an exchange of money, banking or other personal information prior to the in-person interview. Be aware of potential scams while job seeking. Interviews are conducted at select Our Company locations during regular business hours only. For information on job scams, visit, or file a complaint at .
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Supervisor for the Concierge team, you will lead a specialized team of customer focused Concierge Agents who own high value customer relationships that are essential to Coinbase achieving its mission. Using your customer support, operations, and team leadership skills you will play a crucial role ensuring we deliver an outstanding high value customer experience globally. What you'll be doing (ie. job duties): Lead a team of high performing Concierge Agents onsite at our Charlotte, NC Center of Excellence Manage and support initiatives aimed at streamlining operations and improving customer experience metrics. Achieve SLAs, productivity and quality metrics for your line of business/team members. Collaborate cross-functionally with Program, Quality and Training teams to improve existing workflows and processes. Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution. Handle customer escalations to resolution, including collaborating across teams of subject matter specialists. Model an investigative mentality to help address critical customer issues at the root cause. Represent and advocate for the customer across organizations to drive impactful changes. Champion clear communication with internal and external partners to align on solutions and drive results. Serve as an escalation point for the Customer Experience organization for dedicated Consumer customer accounts. Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase. Identify opportunities to enhance the customers experience with Coinbase, unlocking potential to adopt additional features, services, and products. What we look for in you (ie. job requirements): Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Experienced and passionate people leader with a proven track record of guiding and developing teams. Motivated by Coinbase's mission and creating a seamless experience for our highest value individual and enterprise clients. Minimum of 3 years of relevant experience in an enterprise customer / account management / advisory role in a fast paced environment. Basic knowledge of blockchain, infrastructure, staking, ROI/staking rewards, custody, and/or crypto. Experience working with Google Suite (Slides, Doc and Sheets) + overall presentation preparation. Fantastic communication skills in order to operate across multiple departments and stakeholders. Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization. Experience in Banking, Wealth Management, Corporate Fiance, Asset Management, FinTech or Crypto. Nice to haves: High level of proficiency in cryptocurrency and Coinbase products Advanced degree in business, finance, project management or client experience Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Position ID: P69090 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $96,305 $96,305 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI Disclosure For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations at
08/31/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Supervisor for the Concierge team, you will lead a specialized team of customer focused Concierge Agents who own high value customer relationships that are essential to Coinbase achieving its mission. Using your customer support, operations, and team leadership skills you will play a crucial role ensuring we deliver an outstanding high value customer experience globally. What you'll be doing (ie. job duties): Lead a team of high performing Concierge Agents onsite at our Charlotte, NC Center of Excellence Manage and support initiatives aimed at streamlining operations and improving customer experience metrics. Achieve SLAs, productivity and quality metrics for your line of business/team members. Collaborate cross-functionally with Program, Quality and Training teams to improve existing workflows and processes. Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution. Handle customer escalations to resolution, including collaborating across teams of subject matter specialists. Model an investigative mentality to help address critical customer issues at the root cause. Represent and advocate for the customer across organizations to drive impactful changes. Champion clear communication with internal and external partners to align on solutions and drive results. Serve as an escalation point for the Customer Experience organization for dedicated Consumer customer accounts. Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase. Identify opportunities to enhance the customers experience with Coinbase, unlocking potential to adopt additional features, services, and products. What we look for in you (ie. job requirements): Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Experienced and passionate people leader with a proven track record of guiding and developing teams. Motivated by Coinbase's mission and creating a seamless experience for our highest value individual and enterprise clients. Minimum of 3 years of relevant experience in an enterprise customer / account management / advisory role in a fast paced environment. Basic knowledge of blockchain, infrastructure, staking, ROI/staking rewards, custody, and/or crypto. Experience working with Google Suite (Slides, Doc and Sheets) + overall presentation preparation. Fantastic communication skills in order to operate across multiple departments and stakeholders. Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization. Experience in Banking, Wealth Management, Corporate Fiance, Asset Management, FinTech or Crypto. Nice to haves: High level of proficiency in cryptocurrency and Coinbase products Advanced degree in business, finance, project management or client experience Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Position ID: P69090 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $96,305 $96,305 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI Disclosure For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations at
Specialist Master - Data & Analytics Delivery - Banking & Capital Markets The Team Analytics & Cognitive In this age of disruption, organizations need to navigate the future with confidence, embracing decision making with clear, data-driven choices that deliver enterprise value in a dynamic business environment. The Analytics & Cognitive team leverages the power of data, analytics, robotics, science and cognitive technologies to uncover hidden relationships from vast troves of data, generate insights, and inform decision-making. Together with the Strategy practice, our Strategy & Analytics portfolio helps clients transform their business by architecting organizational intelligence programs and differentiated strategies to win in their chosen markets. Analytics & Cognitive will work with our clients to: Implement large-scale data ecosystems including data management, governance and the integration of structured and unstructured data to generate insights leveraging cloud-based platforms Leverage automation, cognitive and science-based techniques to manage data, predict scenarios and prescribe actions Drive operational efficiency by maintaining their data ecosystems, sourcing analytics expertise and providing As-a-Service offerings for continuous insights and improvements Qualifications Required: 6+ years of relevant data management consulting or industry experience (master data, metadata, data architecture, data governance, data quality, data modeling, data standards, data strategy) 1+ year(s) Data Management and Data Governance execution and/or operationalization experience 1+ year(s) experience leading and delivering complex technology engagements with resources in multiple locations Bachelor's degree or equivalent professional experience Travel up 50% (While 50% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.) Limited immigration sponsorship may be available. Preferred: Experience with data governance and data quality tools (ie: Informatica DQ, Informatica Axon, Collibra, etc) Experience defining and adopting data standards and regulations (i.e. GDPR, CCA, BCBS, PIPEDA, etc.) Experience defining data governance stewardship and data elements certification processes Strong oral and written communication skills, including presentation skills (ie: MS PowerPoint) Ability to create critical collaterals for client workshops and customer interactive sessions Strong problem solving and troubleshooting skills with the ability to exercise mature judgment An advanced degree in the area of specialization is preferred Should document any additional skills, experiences, degrees or certifications that are preferred but not required in order to be considered. They are often referred to as "nice to haves" but not having all of them would not prevent a job seeker from applying. Examples include: MBA / MS degree preferred Prior Big 4 or other professional services experienced preferred CIPP, CISSP or CISA certifications preferred Strong ability to work in a team environment - provided by Dice
02/27/2022
Full time
Specialist Master - Data & Analytics Delivery - Banking & Capital Markets The Team Analytics & Cognitive In this age of disruption, organizations need to navigate the future with confidence, embracing decision making with clear, data-driven choices that deliver enterprise value in a dynamic business environment. The Analytics & Cognitive team leverages the power of data, analytics, robotics, science and cognitive technologies to uncover hidden relationships from vast troves of data, generate insights, and inform decision-making. Together with the Strategy practice, our Strategy & Analytics portfolio helps clients transform their business by architecting organizational intelligence programs and differentiated strategies to win in their chosen markets. Analytics & Cognitive will work with our clients to: Implement large-scale data ecosystems including data management, governance and the integration of structured and unstructured data to generate insights leveraging cloud-based platforms Leverage automation, cognitive and science-based techniques to manage data, predict scenarios and prescribe actions Drive operational efficiency by maintaining their data ecosystems, sourcing analytics expertise and providing As-a-Service offerings for continuous insights and improvements Qualifications Required: 6+ years of relevant data management consulting or industry experience (master data, metadata, data architecture, data governance, data quality, data modeling, data standards, data strategy) 1+ year(s) Data Management and Data Governance execution and/or operationalization experience 1+ year(s) experience leading and delivering complex technology engagements with resources in multiple locations Bachelor's degree or equivalent professional experience Travel up 50% (While 50% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.) Limited immigration sponsorship may be available. Preferred: Experience with data governance and data quality tools (ie: Informatica DQ, Informatica Axon, Collibra, etc) Experience defining and adopting data standards and regulations (i.e. GDPR, CCA, BCBS, PIPEDA, etc.) Experience defining data governance stewardship and data elements certification processes Strong oral and written communication skills, including presentation skills (ie: MS PowerPoint) Ability to create critical collaterals for client workshops and customer interactive sessions Strong problem solving and troubleshooting skills with the ability to exercise mature judgment An advanced degree in the area of specialization is preferred Should document any additional skills, experiences, degrees or certifications that are preferred but not required in order to be considered. They are often referred to as "nice to haves" but not having all of them would not prevent a job seeker from applying. Examples include: MBA / MS degree preferred Prior Big 4 or other professional services experienced preferred CIPP, CISSP or CISA certifications preferred Strong ability to work in a team environment - provided by Dice
Job Description: At Bank of America, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform. We are looking to provide advice for our clients when they need us most - whether they're just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we're looking for the next generation of Wealth Management Banking Specialists -those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you're passionate about helping clients reach their financial goals, join Bank of America's Wealth Management Banking Specialists in one of Merrill's office locations nationwide. Wealth Management Banking Specialists partner with our Merrill Financial Advisors to provide comprehensive financial solutions to individual wealth management clients with assets generally in the range of $1-10 million. This includes all lending, saving, financing and transaction solutions as well as serving as the expert on all our Digital solutions (mobile and online). Wealth Management Banking Specialists also assist our Financial Advisor teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you'll have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - priorities like managing operating expense, building wealth, financing, managing debt, buying a home, saving for college or planning for unexpected life events. As part of our team, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development and future career path opportunities. From day one, you'll receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the specialist you want to be. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our company. We'll help you • Build a successful career at Bank of America through world-class training and onboarding programs that set you up for continued success now and in the future. • Continuously learn and grow, with ongoing career development support and opportunities for career advancement throughout our company. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Grow your business knowledge and network by partnering with other experts in business, lending and investments. • Enhance your knowledge on core banking and investment solutions and connect clients to all of the solutions we provide. We're a culture that • Believes in responsible growth and has a proven dedication to supporting our clients and the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Rewards career-minded individuals who can work independently or within a team-based environment. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our programs, tools, technology, and ways of working together on behalf of the client. • Always put our clients first to excel at serving their evolving needs. Required skills: • Demonstrates proven results exceeding goals in a client-centric, results-driven environment • Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service • Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals • Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction • Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career • Applies strong critical thinking and problem-solving skills to meet clients' needs • Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results • Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills • Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking Desired skills: • Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives • Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities • Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded • Prior experience providing excellent service to high-end clients and excelling in that environment Job Band: H6 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 1500 --> Job Description: At Bank of America, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform. We are looking to provide advice for our clients when they need us most - whether they're just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we're looking for the next generation of Wealth Management Banking Specialists -those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you're passionate about helping clients reach their financial goals, join Bank of America's Wealth Management Banking Specialists in one of Merrill's office locations nationwide. Wealth Management Banking Specialists partner with our Merrill Financial Advisors to provide comprehensive financial solutions to individual wealth management clients with assets generally in the range of $1-10 million. This includes all lending, saving, financing and transaction solutions as well as serving as the expert on all our Digital solutions (mobile and online). Wealth Management Banking Specialists also assist our Financial Advisor teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you'll have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - priorities like managing operating expense, building wealth, financing, managing debt, buying a home, saving for college or planning for unexpected life events. As part of our team, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development and future career path opportunities. From day one, you'll receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the specialist you want to be. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our company. We'll help you • Build a successful career at Bank of America through world-class training and onboarding programs that set you up for continued success now and in the future. • Continuously learn and grow, with ongoing career development support and opportunities for career advancement throughout our company. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Grow your business knowledge and network by partnering with other experts in business, lending and investments. • Enhance your knowledge on core banking and investment solutions and connect clients to all of the solutions we provide. We're a culture that • Believes in responsible growth and has a proven dedication to supporting our clients and the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Rewards career-minded individuals who can work independently or within a team-based environment. • Believes diversity makes us stronger, so we can reflect..... click apply for full job details
02/26/2022
Full time
Job Description: At Bank of America, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform. We are looking to provide advice for our clients when they need us most - whether they're just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we're looking for the next generation of Wealth Management Banking Specialists -those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you're passionate about helping clients reach their financial goals, join Bank of America's Wealth Management Banking Specialists in one of Merrill's office locations nationwide. Wealth Management Banking Specialists partner with our Merrill Financial Advisors to provide comprehensive financial solutions to individual wealth management clients with assets generally in the range of $1-10 million. This includes all lending, saving, financing and transaction solutions as well as serving as the expert on all our Digital solutions (mobile and online). Wealth Management Banking Specialists also assist our Financial Advisor teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you'll have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - priorities like managing operating expense, building wealth, financing, managing debt, buying a home, saving for college or planning for unexpected life events. As part of our team, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development and future career path opportunities. From day one, you'll receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the specialist you want to be. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our company. We'll help you • Build a successful career at Bank of America through world-class training and onboarding programs that set you up for continued success now and in the future. • Continuously learn and grow, with ongoing career development support and opportunities for career advancement throughout our company. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Grow your business knowledge and network by partnering with other experts in business, lending and investments. • Enhance your knowledge on core banking and investment solutions and connect clients to all of the solutions we provide. We're a culture that • Believes in responsible growth and has a proven dedication to supporting our clients and the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Rewards career-minded individuals who can work independently or within a team-based environment. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our programs, tools, technology, and ways of working together on behalf of the client. • Always put our clients first to excel at serving their evolving needs. Required skills: • Demonstrates proven results exceeding goals in a client-centric, results-driven environment • Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service • Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals • Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction • Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career • Applies strong critical thinking and problem-solving skills to meet clients' needs • Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results • Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills • Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking Desired skills: • Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives • Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities • Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded • Prior experience providing excellent service to high-end clients and excelling in that environment Job Band: H6 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 1500 --> Job Description: At Bank of America, our goal is to connect with and grow our relationships with individuals and businesses across the country. Each day, we engage with 67 million clients through a growing number of Client Professionals teamed with our world-class digital platform. We are looking to provide advice for our clients when they need us most - whether they're just starting out, buying a home, building a family, financing and growing a business or planning or investing for retirement. As part of our commitment, we're looking for the next generation of Wealth Management Banking Specialists -those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you're passionate about helping clients reach their financial goals, join Bank of America's Wealth Management Banking Specialists in one of Merrill's office locations nationwide. Wealth Management Banking Specialists partner with our Merrill Financial Advisors to provide comprehensive financial solutions to individual wealth management clients with assets generally in the range of $1-10 million. This includes all lending, saving, financing and transaction solutions as well as serving as the expert on all our Digital solutions (mobile and online). Wealth Management Banking Specialists also assist our Financial Advisor teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you'll have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - priorities like managing operating expense, building wealth, financing, managing debt, buying a home, saving for college or planning for unexpected life events. As part of our team, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development and future career path opportunities. From day one, you'll receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the specialist you want to be. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our company. We'll help you • Build a successful career at Bank of America through world-class training and onboarding programs that set you up for continued success now and in the future. • Continuously learn and grow, with ongoing career development support and opportunities for career advancement throughout our company. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Grow your business knowledge and network by partnering with other experts in business, lending and investments. • Enhance your knowledge on core banking and investment solutions and connect clients to all of the solutions we provide. We're a culture that • Believes in responsible growth and has a proven dedication to supporting our clients and the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Rewards career-minded individuals who can work independently or within a team-based environment. • Believes diversity makes us stronger, so we can reflect..... click apply for full job details
