FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits-1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is responsible for actively meeting the needs of both existing clients and prospective clients by presenting City National Bank's 1031 exchange services, providing information and support to all lines of businesses, and generating COI relationships for 1031 exchange referrals. The 1031 Exchange Relationship Manager acts as a subject matter expert to CNB/RBC colleagues, clients and prospects providing guidance with 1031 transactions. This position requires a deep understanding of 1031 regulations and risk management, strong presentation and communication skills, and adherence to bank policies. The position may approve transactions within delegated authority. WHAT WILL YOU DO? Focus on developing new 1031 Exchange Relationships. Assist colleagues in identifying 1031 exchange opportunities and solicit referrals for 1031 business from existing customers, a network of referral sources, and other professionals in the industry. Present City National Bank's 1031 Exchange services to CNB/RBC colleagues, clients, referrals, and outside CPA/Attorney firms. Presentations may include learning opportunities for Continuing Education credits when requested. Able to communicate 1031 Regulations to colleagues, prospects, clients and referrals. Act as a Subject Matter Expert without giving legal advice or opinion on specific transactions. Obtain all documents required to open the account and draft all exchange documentation. Negotiate transactions dependent on the relationship, transaction details and any competitive pricing. Utilizing approved pricing models to assure profitability to CNB. Proposal to be reviewed with team leader and or department manager. Ensure conformance with Bank policy and regulatory requirements. Exercise sound risk judgment in approving transactions. Ensures the quality of all business introduced to the Bank. Represent the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Including trade shows, lunch and dinner association meetings as required for successful marketing of CNB. Interface and partner with other Bank departments as necessary. Define responsibilities and coordinate objectives for all areas within the 1031 exchange process. Resolve any client needs and internal issues. Maintain and update SalesForce with sales calls for prospects and clients, including referral opportunities from CNB/RBC. Prepare reports for management including providing monthly expense reports with proper detail. Maintain awareness of competitive products, practices, rates and changes in market conditions. Proactively identify, develop, and build relationships with clients and prospects consistent with the objectives of the division and the Bank to retain and deepen client relationships. Promptly complete all record keeping and call report tracking, expense report documentation and follow-up, and all bank required training courses. ADDITIONAL RESPONSIBILITIES With moderate strategic guidance from the Team Leader, utilizes solid creativity and independence in developing and managing a flowing pipeline of 1031 exchange relationships Consistently attains deposit and fee goals Act as a consultant to clients and a resource to the Bank in developing and retaining business Excellent product and operational knowledge Excellent negotiation and closing skills WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years working in 1031 Exchange services Minimum 3 years working as a Certified Exchange Specialist Additional Qualifications Solid understanding of all 1031 Regulations Certified Exchange Specialist Strongly Preferred Licensed Real Estate Attorney or Real Estate Broker Preferred Effective sales and marketing abilities Capable of working well independently and in teams Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility Strong interpersonal, verbal, and written communication skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Now Hiring - Coding Educator & Auditor Revenue Integrity University Health is one of the largest employers in San Antonio. We are a nationally recognized teaching hospital and consistently recognized as a leader in advanced treatment options, new technologies and clinical research. Our mission is to improve the good health of the community through high quality compassionate patient care, innovation, education and discovery. We are currently looking for a talented health professional to join our team as a Coding Educator & Auditor for our Revenue Integrity department. This is an exciting opportunity to join a company with a reputation for exceptional service and patient care. The Position : Works under the direct supervision of the Coding Education & Audit Manager. Will perform any or a combination of the following types of coding education and audit: Basic ancillary services, Emergency Room services, Hospital Observation, Ambulatory surgery, Inpatient Admission. Utilizes the ICD-10-CM and CPT coding classification systems and ensures proper assignment and completion of Diagnosis and Procedure Coding on all cases. Trains new Coding Specialist(s), Technician(s), and Associate(s). Promotes the Health System's guest relations' policy. Complies with all Federal, State, local and accrediting bodies' regulations and protocols. Accrediting bodies include, but not limited to, the Centers for Medicare and Medicaid Services (CMS), Agency for Healthcare Research and Quality (AHRQ), National Committee for Quality Assurance (NCQA) that promotes Healthcare Effectiveness Data and Information Set (HEDIS) metrics, Utilization Review Accreditation Commission (URAC), and the Joint Commission (TJC). Duties: Communicates and interacts positively and professionally throughout all levels of the organization, and with external customers. Consistently demonstrates the ability to communicate with strong analytical, problem solving and critical thinking skills. Provides onsite and remote quality assurance reviews/audits with appropriate compliance with governmental and payer regulations. Provides and monitors instructions/education provided to Providers, Coding, Risk, CDI, and Quality team members involved with the coding processes. Implements Coding Education programs for professional and facility Service lines, including ongoing assessment, metrics and dashboards. Prepares departmental coding and denial progress reports. Performs other related duties as assigned. Qualifications: Associate's degree in Health Information Management and/or Bachelor's degree is preferred. Completion of a coding program is required. Note: Completion of a coding program from the American Health Information Management Association (AHIMA) and/or American Association of Professional Coders (AAPCS) will be accepted. Completion of a coding program from other licensing bodies shall be accepted on a case by case basis and upon managerial discretion, with the approval of the Director of Revenue Integrity-Coding. At least five (5) years of coding experience in professional services, hospital services, or a combination of both is required for external applicants. At least four (4) years of pro-fee, outpatient/ambulatory, and inpatient coding experience is required for internal applicants. Experience and working knowledge of 3M Encoding and Grouping software is required. Preference will be given to applicants with experience and knowledge of regulatory requirements, Microsoft Office products, and Epic EMR. LICENSURE/CERTIFICATION: The Coding Educator & Auditor must maintain a valid credential offered by the accrediting bodies mentioned above (AHIMA and AAPC). Note: Valid credential(s) from the American Health Information Management Association (AHIMA) and/or American Association of Professional Coders (AAPC) will be accepted. Credential(s) from other licensing bodies shall be accepted on a case by case basis and upon managerial discretion, with the approval of the Director of Revenue Integrity-Coding . Licensure as a Registered Health Information Technician (RHIT), Registered Health Information Administrator (RHIA), and/or Registered Nurse(s) (RN) are highly preferred. Why Should You Apply? We offer exceptional pay and opportunities for advancement. Continuing Education Gym membership discounts Comprehensive benefits package including pet insurance Apply today! Don't miss out on this great opportunity.
03/03/2026
Full time
Now Hiring - Coding Educator & Auditor Revenue Integrity University Health is one of the largest employers in San Antonio. We are a nationally recognized teaching hospital and consistently recognized as a leader in advanced treatment options, new technologies and clinical research. Our mission is to improve the good health of the community through high quality compassionate patient care, innovation, education and discovery. We are currently looking for a talented health professional to join our team as a Coding Educator & Auditor for our Revenue Integrity department. This is an exciting opportunity to join a company with a reputation for exceptional service and patient care. The Position : Works under the direct supervision of the Coding Education & Audit Manager. Will perform any or a combination of the following types of coding education and audit: Basic ancillary services, Emergency Room services, Hospital Observation, Ambulatory surgery, Inpatient Admission. Utilizes the ICD-10-CM and CPT coding classification systems and ensures proper assignment and completion of Diagnosis and Procedure Coding on all cases. Trains new Coding Specialist(s), Technician(s), and Associate(s). Promotes the Health System's guest relations' policy. Complies with all Federal, State, local and accrediting bodies' regulations and protocols. Accrediting bodies include, but not limited to, the Centers for Medicare and Medicaid Services (CMS), Agency for Healthcare Research and Quality (AHRQ), National Committee for Quality Assurance (NCQA) that promotes Healthcare Effectiveness Data and Information Set (HEDIS) metrics, Utilization Review Accreditation Commission (URAC), and the Joint Commission (TJC). Duties: Communicates and interacts positively and professionally throughout all levels of the organization, and with external customers. Consistently demonstrates the ability to communicate with strong analytical, problem solving and critical thinking skills. Provides onsite and remote quality assurance reviews/audits with appropriate compliance with governmental and payer regulations. Provides and monitors instructions/education provided to Providers, Coding, Risk, CDI, and Quality team members involved with the coding processes. Implements Coding Education programs for professional and facility Service lines, including ongoing assessment, metrics and dashboards. Prepares departmental coding and denial progress reports. Performs other related duties as assigned. Qualifications: Associate's degree in Health Information Management and/or Bachelor's degree is preferred. Completion of a coding program is required. Note: Completion of a coding program from the American Health Information Management Association (AHIMA) and/or American Association of Professional Coders (AAPCS) will be accepted. Completion of a coding program from other licensing bodies shall be accepted on a case by case basis and upon managerial discretion, with the approval of the Director of Revenue Integrity-Coding. At least five (5) years of coding experience in professional services, hospital services, or a combination of both is required for external applicants. At least four (4) years of pro-fee, outpatient/ambulatory, and inpatient coding experience is required for internal applicants. Experience and working knowledge of 3M Encoding and Grouping software is required. Preference will be given to applicants with experience and knowledge of regulatory requirements, Microsoft Office products, and Epic EMR. LICENSURE/CERTIFICATION: The Coding Educator & Auditor must maintain a valid credential offered by the accrediting bodies mentioned above (AHIMA and AAPC). Note: Valid credential(s) from the American Health Information Management Association (AHIMA) and/or American Association of Professional Coders (AAPC) will be accepted. Credential(s) from other licensing bodies shall be accepted on a case by case basis and upon managerial discretion, with the approval of the Director of Revenue Integrity-Coding . Licensure as a Registered Health Information Technician (RHIT), Registered Health Information Administrator (RHIA), and/or Registered Nurse(s) (RN) are highly preferred. Why Should You Apply? We offer exceptional pay and opportunities for advancement. Continuing Education Gym membership discounts Comprehensive benefits package including pet insurance Apply today! Don't miss out on this great opportunity.
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Current Need McKesson Corporate Strategy & Business Development (CSBD) is seeking a digitally minded Director, Strategic Innovation & Business Development to lead enterprise experimentation and early stage growth initiatives. The leader will champion an AI first, data driven approach to identifying new opportunities, modernizing commercial models, and accelerating enterprise innovation. This role partners across CSBD and business units to define, validate, and scale new solutions that leverage emerging technology, automation, and modern data capabilities. Position Description Accelerate enterprise growth by translating strategic insights into AI enabled discovery, rapid prototyping, and proof of concept (POC) development using the SIBD innovation framework Develop strategic, financial, and operational feasibility cases-incorporating digital readiness, data availability, automation potential, and responsible AI considerations-to support investment in new opportunities Design and execute POCs with internal teams and external partners, integrating modern data platforms, scalable architectures, MLOps governance, user centric workflows, and key risk controls Drive strategic partnerships-including digital health, AI technology, and analytics vendors-to expand innovation capacity and accelerate post POC scalability Lead multiple complex strategic projects, ensuring high quality deliverables, measurable outcomes, and alignment to enterprise digital and analytics strategy Build deep relationship capital and influence senior leaders by articulating AI driven business value, data backed insights, and technology enabled growth pathways-even without formal authority Minimum Requirements 10+ years in healthcare innovation, digital product development, corporate strategy, or technology enabled business transformation Experience working in collaborative, cross functional teams, particularly where data, AI, and commercial functions intersect Proven ability to develop and manage high value partnerships, including technology and AI vendors Demonstrated leadership in project management with familiarity in agile ways of working, rapid iteration, and technology enabled delivery Critical Skills Candidates with previous strategy roles and startup experience preferred. Healthcare industry experience is required. Innovation & Entrepreneurship Demonstrated ability to rapidly learn new technologies and apply them to novel use cases, including generative AI, automation, digital workflows, and data powered MVPs Build POCs and MVPs that incorporate emerging data and AI capabilities, enabling fast experimentation, value validation, and responsible "fail fast" learning loops Advance innovations that differentiate McKesson in an evolving healthcare technology landscape Navigate ambiguity and unstructured environments by leveraging AI assisted problem solving, discovery tools, and digital research methods Nurture relationships and negotiate commercial agreements with an understanding of digital business models and technology economics Strategic thinking Evaluate opportunities with an AI first lens-assessing feasibility, data quality, automation potential, and long term scalability Influence pipeline priorities by integrating market insight, customer needs, and the enterprise's evolving data and technology capabilities Apply strong analytical judgment and problem solving skills to drive enterprise clarity amid complex or competing priorities Analytics acumen Proven financial acumen including modeling for digitally enabled solutions, AI value realization, working capital impacts, and operational improvements Develop financial business cases with explicit AI impact modeling (e.g., efficiency, accuracy, cycle time reduction, quality enhancement, documentation accuracy, and employee experience) Ensure strategic alignment with McKesson's data modernization initiatives and capital allocation frameworks Healthcare knowledge Strong understanding of healthcare ecosystem, industry stakeholders, and macro trends-including the adoption of AI, automation, interoperability, and digital health Communication Excellent communication skills, with the ability to articulate complex digital and AI concepts to senior business leaders in a clear, credible, and persuasive way Build trust and influence decisions by connecting strategic narratives with data driven insights and technology enabled value stories Education 4-year bachelor's degree in business, finance or related field, or equivalent experience. MBA or other advanced degree preferred Physical Requirements Remote General office demands Occasional travel, approximately 10-25% Must be authorized to work in the US. Sponsorship is not available for this position. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $122,900 - $204,800 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to . Join us at McKesson!
03/03/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Current Need McKesson Corporate Strategy & Business Development (CSBD) is seeking a digitally minded Director, Strategic Innovation & Business Development to lead enterprise experimentation and early stage growth initiatives. The leader will champion an AI first, data driven approach to identifying new opportunities, modernizing commercial models, and accelerating enterprise innovation. This role partners across CSBD and business units to define, validate, and scale new solutions that leverage emerging technology, automation, and modern data capabilities. Position Description Accelerate enterprise growth by translating strategic insights into AI enabled discovery, rapid prototyping, and proof of concept (POC) development using the SIBD innovation framework Develop strategic, financial, and operational feasibility cases-incorporating digital readiness, data availability, automation potential, and responsible AI considerations-to support investment in new opportunities Design and execute POCs with internal teams and external partners, integrating modern data platforms, scalable architectures, MLOps governance, user centric workflows, and key risk controls Drive strategic partnerships-including digital health, AI technology, and analytics vendors-to expand innovation capacity and accelerate post POC scalability Lead multiple complex strategic projects, ensuring high quality deliverables, measurable outcomes, and alignment to enterprise digital and analytics strategy Build deep relationship capital and influence senior leaders by articulating AI driven business value, data backed insights, and technology enabled growth pathways-even without formal authority Minimum Requirements 10+ years in healthcare innovation, digital product development, corporate strategy, or technology enabled business transformation Experience working in collaborative, cross functional teams, particularly where data, AI, and commercial functions intersect Proven ability to develop and manage high value partnerships, including technology and AI vendors Demonstrated leadership in project management with familiarity in agile ways of working, rapid iteration, and technology enabled delivery Critical Skills Candidates with previous strategy roles and startup experience preferred. Healthcare industry experience is required. Innovation & Entrepreneurship Demonstrated ability to rapidly learn new technologies and apply them to novel use cases, including generative AI, automation, digital workflows, and data powered MVPs Build POCs and MVPs that incorporate emerging data and AI capabilities, enabling fast experimentation, value validation, and responsible "fail fast" learning loops Advance innovations that differentiate McKesson in an evolving healthcare technology landscape Navigate ambiguity and unstructured environments by leveraging AI assisted problem solving, discovery tools, and digital research methods Nurture relationships and negotiate commercial agreements with an understanding of digital business models and technology economics Strategic thinking Evaluate opportunities with an AI first lens-assessing feasibility, data quality, automation potential, and long term scalability Influence pipeline priorities by integrating market insight, customer needs, and the enterprise's evolving data and technology capabilities Apply strong analytical judgment and problem solving skills to drive enterprise clarity amid complex or competing priorities Analytics acumen Proven financial acumen including modeling for digitally enabled solutions, AI value realization, working capital impacts, and operational improvements Develop financial business cases with explicit AI impact modeling (e.g., efficiency, accuracy, cycle time reduction, quality enhancement, documentation accuracy, and employee experience) Ensure strategic alignment with McKesson's data modernization initiatives and capital allocation frameworks Healthcare knowledge Strong understanding of healthcare ecosystem, industry stakeholders, and macro trends-including the adoption of AI, automation, interoperability, and digital health Communication Excellent communication skills, with the ability to articulate complex digital and AI concepts to senior business leaders in a clear, credible, and persuasive way Build trust and influence decisions by connecting strategic narratives with data driven insights and technology enabled value stories Education 4-year bachelor's degree in business, finance or related field, or equivalent experience. MBA or other advanced degree preferred Physical Requirements Remote General office demands Occasional travel, approximately 10-25% Must be authorized to work in the US. Sponsorship is not available for this position. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $122,900 - $204,800 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to . Join us at McKesson!
Position Summary This is an important role that oversees the finance function of multiple sites comprising a region, including financial planning and analysis, financial control, cost accounting, accounting, tax, treasury, accounts payable/receivable, general ledger and credit and collections. Leads analysis, planning, and control of the organization's financial transactions, systems, and procedures to comply with regulations, accounting principles, and other internal/external financial standards. Oversees and assists managing US SSMG Regions with Business Unit, Region and Area Presidents input. Primary point of communication and coordination for initiatives. Responsibilities: Region Management: Develops and promotes region goals and objectives and insures alignment with overall corporate goals and objectives. Guides planning and development of departmental region budgets and evaluates region operations in terms of fiscal management to ensure fiscal responsibility in the regions operation. Collaborates with Region Leadership to maintain and enhance interface capabilities with other functions and departments in an effort to continually improve overall organizational efficiency. Analyzes, identifies, and proposes action to the solution of problems with the operations and leadership teams of individuals and departments in an effort to increase the effectiveness of the Region's performance Serves as finance region spokesperson in cases of inquiry, feedback, or requests for special information in order to facilitate the accurate and precise flow of information. Provides coaching and direction to the sites finance teams in order to achieve and maintain optimal efficiencies. Key participant in region cross-functional leadership team. Operations Management: In partnership with all Region Team Leaders, lead with a strong customer-centric and associate focused mindset to drive collaboration and create a high-performance culture of unity Be a business partner with the Region Team and support Volume and Sales growth Align with function leaders to develop the annual operating and profit growth plan, to develop the financial forecasts each month for the region and deliver on goals; both annual and interim Conduct business reviews for the Business Unit and region. Analyze results of operations and explain the key drivers of variances and forecasted results Build, manage, and develop your Region Team through regular department meetings, ongoing interaction, and communications; monitoring morale and responding to ideas to improve associate engagement and enablement Directly manage Site Finance leadership, the traditional A/P, A/R and G/L activities. Proactively manage the cash conversion cycle to improve cash flow. Support the design and implementation of Cost Accounting capability Ensure compliance with production and inventory control policies and processes to protect the integrity and the accuracy of inventory transactions Work with Business Unit Leadership to develop improvement plans from employee surveys Evaluate the financial impact of plans and processed to achieve goals. Assist other departments in achieving their goals and through established processes measuring profitability and performing key analyses Support technological and reporting changes as sites are converted to core systems and enabling technologies Work proactively to ensure the accuracy and integrity your financial and full compliance with Sysco's policies Support Credit function and Master Data Strategies for the enablement of SSMG's reporting and other transformational efforts Provides support to ensure proper staffing needs are met. Talent Management: Select, develop, and retain the required leadership talent within the region to meet current and future business needs. Utilizes Sysco talent management programs tools and programs (performance management, leadership development, engagement surveys, talent reviews) to manage and develop leadership talent Provides consistent and ongoing feedback on the performance of finance leaders. Demonstrates effectiveness and collaboration in leading a remote team. Qualifications: Bachelor's degree in finance, accounting, or business. Minimum 5-10 years in a mid to senior-level finance or accounting position. Experience in both Union and Non-Union environments, preferred Experience in a manufacturing and/or food production environment. Professional Skills: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. Ability to analyze financial data and prepare financial reports, statements, and projections Working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and profitability analysis. Ability to motivate teams and produce results within tight time frames and simultaneously manage several projects. Demonstrate knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state, and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Travel Requirements: The role travels up to 50% of time to the Operating Companies within the market. Working Conditions: The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; and moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays, and on-call. The associate may occasionally be required to travel to other Operating Companies or the corporate office as business needs dictate (i.e., training, business continuation, etc.). The associate is occasionally exposed to high, precarious places. The associate is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate. NOTICE: The above statements are intended to describe the general nature of the environment and level of work being performed by this job. This job description in no way states or implies that the duties and responsibilities listed are the only tasks to be performed by the associate in this job. The associate will be required to follow any other instructions and to perform any other job-related duties requested by his or her supervisor. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This job description supersedes prior job descriptions. When duties and responsibilities change and develop, the job description will be reviewed and is subject to changes of business necessity.
03/03/2026
Full time
Position Summary This is an important role that oversees the finance function of multiple sites comprising a region, including financial planning and analysis, financial control, cost accounting, accounting, tax, treasury, accounts payable/receivable, general ledger and credit and collections. Leads analysis, planning, and control of the organization's financial transactions, systems, and procedures to comply with regulations, accounting principles, and other internal/external financial standards. Oversees and assists managing US SSMG Regions with Business Unit, Region and Area Presidents input. Primary point of communication and coordination for initiatives. Responsibilities: Region Management: Develops and promotes region goals and objectives and insures alignment with overall corporate goals and objectives. Guides planning and development of departmental region budgets and evaluates region operations in terms of fiscal management to ensure fiscal responsibility in the regions operation. Collaborates with Region Leadership to maintain and enhance interface capabilities with other functions and departments in an effort to continually improve overall organizational efficiency. Analyzes, identifies, and proposes action to the solution of problems with the operations and leadership teams of individuals and departments in an effort to increase the effectiveness of the Region's performance Serves as finance region spokesperson in cases of inquiry, feedback, or requests for special information in order to facilitate the accurate and precise flow of information. Provides coaching and direction to the sites finance teams in order to achieve and maintain optimal efficiencies. Key participant in region cross-functional leadership team. Operations Management: In partnership with all Region Team Leaders, lead with a strong customer-centric and associate focused mindset to drive collaboration and create a high-performance culture of unity Be a business partner with the Region Team and support Volume and Sales growth Align with function leaders to develop the annual operating and profit growth plan, to develop the financial forecasts each month for the region and deliver on goals; both annual and interim Conduct business reviews for the Business Unit and region. Analyze results of operations and explain the key drivers of variances and forecasted results Build, manage, and develop your Region Team through regular department meetings, ongoing interaction, and communications; monitoring morale and responding to ideas to improve associate engagement and enablement Directly manage Site Finance leadership, the traditional A/P, A/R and G/L activities. Proactively manage the cash conversion cycle to improve cash flow. Support the design and implementation of Cost Accounting capability Ensure compliance with production and inventory control policies and processes to protect the integrity and the accuracy of inventory transactions Work with Business Unit Leadership to develop improvement plans from employee surveys Evaluate the financial impact of plans and processed to achieve goals. Assist other departments in achieving their goals and through established processes measuring profitability and performing key analyses Support technological and reporting changes as sites are converted to core systems and enabling technologies Work proactively to ensure the accuracy and integrity your financial and full compliance with Sysco's policies Support Credit function and Master Data Strategies for the enablement of SSMG's reporting and other transformational efforts Provides support to ensure proper staffing needs are met. Talent Management: Select, develop, and retain the required leadership talent within the region to meet current and future business needs. Utilizes Sysco talent management programs tools and programs (performance management, leadership development, engagement surveys, talent reviews) to manage and develop leadership talent Provides consistent and ongoing feedback on the performance of finance leaders. Demonstrates effectiveness and collaboration in leading a remote team. Qualifications: Bachelor's degree in finance, accounting, or business. Minimum 5-10 years in a mid to senior-level finance or accounting position. Experience in both Union and Non-Union environments, preferred Experience in a manufacturing and/or food production environment. Professional Skills: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. Ability to analyze financial data and prepare financial reports, statements, and projections Working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and profitability analysis. Ability to motivate teams and produce results within tight time frames and simultaneously manage several projects. Demonstrate knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state, and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Travel Requirements: The role travels up to 50% of time to the Operating Companies within the market. Working Conditions: The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; and moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays, and on-call. The associate may occasionally be required to travel to other Operating Companies or the corporate office as business needs dictate (i.e., training, business continuation, etc.). The associate is occasionally exposed to high, precarious places. The associate is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate. NOTICE: The above statements are intended to describe the general nature of the environment and level of work being performed by this job. This job description in no way states or implies that the duties and responsibilities listed are the only tasks to be performed by the associate in this job. The associate will be required to follow any other instructions and to perform any other job-related duties requested by his or her supervisor. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This job description supersedes prior job descriptions. When duties and responsibilities change and develop, the job description will be reviewed and is subject to changes of business necessity.
Home Builders Institute Inc
Sacramento, California
GENERAL DESCRIPTION The Academic Partnerships Program Manager is responsible for generating revenue from the sale of HBI curricula and related services to schools, educational organizations, and other nonprofit training entities. Please note: We are solely seeking applicants in the West Coast. ABOUT HBI: HBI has been training and educating America's home construction workforce for more than 40 years. Our proven business model has helped countless individuals create long-term career opportunities. Over the years, we have continued to build our program offerings and expand our footprint in the construction industry. From innovative initiatives to creative partnerships, we remain committed to building careers and changing lives. Our programs teach highly sought after technical construction trades and entrepreneurship to youth aged 16-24 in our Job Corps programs, Military Services, our Academies, and programs for adults and youth operating behind the fence in correctional facilities. Apply by March 31, 2026 ESSENTIAL DUTIES AND RESPONSIBILITIES The duties and responsibilities of the Program Manager, Academic Partnerships will include, but are not limited to: LEAD GENERATION/PRODUCTION: Implement sales processes and business development initiatives that help drive revenue growth and expansion in target markets - primarily schools, educational organizations, and other nonprofit training entities.Develop criteria for identifying relevant sales prospects and build a working database of suitable prospects.Establish productive relationships with relevant prospects through the implementation of effective sales, outreach, and development techniques.Drive curriculum licensing sales and related services to meet or exceed annual financial targets as established by management. STEWARDSHIP: Develop, implement and manage a customer relations, stewardship, recognition and retention program in support of the Industry & Academic partnerships team.Participate in key industry events to increase awareness of HBI's brand and favorably position HBI to targeted audiences.Manage and cultivate ongoing relationships to identify and leverage revenue enhancement opportunities.Lead and manage identified grant funding initiatives through completion.Continual internal and external stakeholder engagement. ADMINISTRATION: Using departmental databases, maintain current records and notes on prospective and existing partners.Manage project budgets as assignedCompliance with funder reportingPerform other duties as required. WORKING RELATIONSHIPS Internal: Communicates with the Industry & Academic Partnerships team, Education Services/curriculum development, training staff, and other HBI staff at all levels. External: Communicates with school and career and technical education (CTE) administrators, public officials, trade organizations, industry professionals, and vendors. QUALIFICATIONS: Required: Bachelor's Degree, or an equivalent combination of training, skills, and experience. A minimum of five (5) years related experience. Preferred: Demonstrated competence in relationship building and management.Experience in curriculum marketing and sales in schools and educational environments.Demonstrated experience and knowledge of secondary education systems.Excellent written, oral, and presentation skills.Exemplary problem-solving and negotiation skills.Strong Interpersonal and diplomacy skills.Proficiency with MS Office (Word, Excel, PowerPoint, etc.) Database experience is needed.Preference for candidates with Salesforce experience. WORKING CONDITIONS: Usual office-type conditions. Routine physical conditions include walking, carrying, standing, hearing/ listening, and sitting. HBI offers a competitive salary and benefits program. HBI is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity or any other protected characteristic as established by federal, state, or local law. PI6a522ad4c5-
03/03/2026
Full time
GENERAL DESCRIPTION The Academic Partnerships Program Manager is responsible for generating revenue from the sale of HBI curricula and related services to schools, educational organizations, and other nonprofit training entities. Please note: We are solely seeking applicants in the West Coast. ABOUT HBI: HBI has been training and educating America's home construction workforce for more than 40 years. Our proven business model has helped countless individuals create long-term career opportunities. Over the years, we have continued to build our program offerings and expand our footprint in the construction industry. From innovative initiatives to creative partnerships, we remain committed to building careers and changing lives. Our programs teach highly sought after technical construction trades and entrepreneurship to youth aged 16-24 in our Job Corps programs, Military Services, our Academies, and programs for adults and youth operating behind the fence in correctional facilities. Apply by March 31, 2026 ESSENTIAL DUTIES AND RESPONSIBILITIES The duties and responsibilities of the Program Manager, Academic Partnerships will include, but are not limited to: LEAD GENERATION/PRODUCTION: Implement sales processes and business development initiatives that help drive revenue growth and expansion in target markets - primarily schools, educational organizations, and other nonprofit training entities.Develop criteria for identifying relevant sales prospects and build a working database of suitable prospects.Establish productive relationships with relevant prospects through the implementation of effective sales, outreach, and development techniques.Drive curriculum licensing sales and related services to meet or exceed annual financial targets as established by management. STEWARDSHIP: Develop, implement and manage a customer relations, stewardship, recognition and retention program in support of the Industry & Academic partnerships team.Participate in key industry events to increase awareness of HBI's brand and favorably position HBI to targeted audiences.Manage and cultivate ongoing relationships to identify and leverage revenue enhancement opportunities.Lead and manage identified grant funding initiatives through completion.Continual internal and external stakeholder engagement. ADMINISTRATION: Using departmental databases, maintain current records and notes on prospective and existing partners.Manage project budgets as assignedCompliance with funder reportingPerform other duties as required. WORKING RELATIONSHIPS Internal: Communicates with the Industry & Academic Partnerships team, Education Services/curriculum development, training staff, and other HBI staff at all levels. External: Communicates with school and career and technical education (CTE) administrators, public officials, trade organizations, industry professionals, and vendors. QUALIFICATIONS: Required: Bachelor's Degree, or an equivalent combination of training, skills, and experience. A minimum of five (5) years related experience. Preferred: Demonstrated competence in relationship building and management.Experience in curriculum marketing and sales in schools and educational environments.Demonstrated experience and knowledge of secondary education systems.Excellent written, oral, and presentation skills.Exemplary problem-solving and negotiation skills.Strong Interpersonal and diplomacy skills.Proficiency with MS Office (Word, Excel, PowerPoint, etc.) Database experience is needed.Preference for candidates with Salesforce experience. WORKING CONDITIONS: Usual office-type conditions. Routine physical conditions include walking, carrying, standing, hearing/ listening, and sitting. HBI offers a competitive salary and benefits program. HBI is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity or any other protected characteristic as established by federal, state, or local law. PI6a522ad4c5-
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Syneos Health/ inVentiv Health Commercial LLC
Charleston, West Virginia
Principal/Sr Medical Editor - Regulatory Documents - Copy Editing + QC - NA/Canada Remote BasedSyneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center of everything that we do. We are continuously looking for ways to simplify and streamline our work to not only make Syneos Health easier to work with, but to make us easier to work for.Whether you join us in a Functional Service Provider partnership or a Full-Service environment, you'll collaborate with passionate problem solvers, innovating as a team to help our customers achieve their goals. We are agile and driven to accelerate the delivery of therapies, because we are passionate to change lives.Discover what our 29,000 employees, across 110 countries already know:WORK HERE MATTERS EVERYWHEREWhy Syneos Health We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong.Job Responsibilities Maintains strong familiarity with FDA, EU, and other relevant guidelines and industry standards to ensure that documents meet or exceed sponsor and regulatory requirements and guidance. Represents the editorial group in medical writing, on study teams, and in cross-departmental project teams as needed. Monitors timelines and budgets for assigned projects and updates the lead medical writer, project manager, and/or direct supervisor (as appropriate) if deliverables are at risk. Provides technical support and expertise as appropriate. Conducts training of medical editing staff and functions as a mentor. Advises medical writers, medical editors, and study teams on quality review, compilation, and editorial standards. Provides training to members of the global medical writing team in aspects relative to their roles. Serves as project lead for deliverables of assigned complex and/or large medical writing projects, including, but not limited to, scheduling and leading internal project-specific team meetings, organizing project-specific requirements, and ensuring all information is distributed to the editorial team and implemented within the deliverable. Serves as a member of the medical writing team for projects with medical writing deliverables. Provides feedback to the lead medical writer on progress of editorial process. Copyedits assigned documents, applying correct grammar, punctuation, spelling, and style following AMA Manual of Style or various custom style guidelines as well as established medical writing internal checklists and best practices. Performs quality review of assigned documents to ensure accuracy. Contributes to the development of process improvement tools and the development or revision of internal policies and procedures affecting editorial work. Manages assigned projects according to medical writing standard operating procedures and client standards, on time and on budget. May compile medical writing deliverables.At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements.Salary Range:$62,000.00 - $108,600.00The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role.Get to know Syneos HealthOver the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients.No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health.Additional InformationTasks, duties, and responsibilities as listed in this job description are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
03/03/2026
Principal/Sr Medical Editor - Regulatory Documents - Copy Editing + QC - NA/Canada Remote BasedSyneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Our Clinical Development model brings the customer and the patient to the center of everything that we do. We are continuously looking for ways to simplify and streamline our work to not only make Syneos Health easier to work with, but to make us easier to work for.Whether you join us in a Functional Service Provider partnership or a Full-Service environment, you'll collaborate with passionate problem solvers, innovating as a team to help our customers achieve their goals. We are agile and driven to accelerate the delivery of therapies, because we are passionate to change lives.Discover what our 29,000 employees, across 110 countries already know:WORK HERE MATTERS EVERYWHEREWhy Syneos Health We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong.Job Responsibilities Maintains strong familiarity with FDA, EU, and other relevant guidelines and industry standards to ensure that documents meet or exceed sponsor and regulatory requirements and guidance. Represents the editorial group in medical writing, on study teams, and in cross-departmental project teams as needed. Monitors timelines and budgets for assigned projects and updates the lead medical writer, project manager, and/or direct supervisor (as appropriate) if deliverables are at risk. Provides technical support and expertise as appropriate. Conducts training of medical editing staff and functions as a mentor. Advises medical writers, medical editors, and study teams on quality review, compilation, and editorial standards. Provides training to members of the global medical writing team in aspects relative to their roles. Serves as project lead for deliverables of assigned complex and/or large medical writing projects, including, but not limited to, scheduling and leading internal project-specific team meetings, organizing project-specific requirements, and ensuring all information is distributed to the editorial team and implemented within the deliverable. Serves as a member of the medical writing team for projects with medical writing deliverables. Provides feedback to the lead medical writer on progress of editorial process. Copyedits assigned documents, applying correct grammar, punctuation, spelling, and style following AMA Manual of Style or various custom style guidelines as well as established medical writing internal checklists and best practices. Performs quality review of assigned documents to ensure accuracy. Contributes to the development of process improvement tools and the development or revision of internal policies and procedures affecting editorial work. Manages assigned projects according to medical writing standard operating procedures and client standards, on time and on budget. May compile medical writing deliverables.At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements.Salary Range:$62,000.00 - $108,600.00The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role.Get to know Syneos HealthOver the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients.No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health.Additional InformationTasks, duties, and responsibilities as listed in this job description are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
Position Summary This is an important role that oversees the finance function of multiple sites comprising a region, including financial planning and analysis, financial control, cost accounting, accounting, tax, treasury, accounts payable/receivable, general ledger and credit and collections. Leads analysis, planning, and control of the organization's financial transactions, systems, and procedures to comply with regulations, accounting principles, and other internal/external financial standards. Oversees and assists managing US SSMG Regions with Business Unit, Region and Area Presidents input. Primary point of communication and coordination for initiatives. Responsibilities: Region Management: Develops and promotes region goals and objectives and insures alignment with overall corporate goals and objectives. Guides planning and development of departmental region budgets and evaluates region operations in terms of fiscal management to ensure fiscal responsibility in the regions operation. Collaborates with Region Leadership to maintain and enhance interface capabilities with other functions and departments in an effort to continually improve overall organizational efficiency. Analyzes, identifies, and proposes action to the solution of problems with the operations and leadership teams of individuals and departments in an effort to increase the effectiveness of the Region's performance Serves as finance region spokesperson in cases of inquiry, feedback, or requests for special information in order to facilitate the accurate and precise flow of information. Provides coaching and direction to the sites finance teams in order to achieve and maintain optimal efficiencies. Key participant in region cross-functional leadership team. Operations Management: In partnership with all Region Team Leaders, lead with a strong customer-centric and associate focused mindset to drive collaboration and create a high-performance culture of unity Be a business partner with the Region Team and support Volume and Sales growth Align with function leaders to develop the annual operating and profit growth plan, to develop the financial forecasts each month for the region and deliver on goals; both annual and interim Conduct business reviews for the Business Unit and region. Analyze results of operations and explain the key drivers of variances and forecasted results Build, manage, and develop your Region Team through regular department meetings, ongoing interaction, and communications; monitoring morale and responding to ideas to improve associate engagement and enablement Directly manage Site Finance leadership, the traditional A/P, A/R and G/L activities. Proactively manage the cash conversion cycle to improve cash flow. Support the design and implementation of Cost Accounting capability Ensure compliance with production and inventory control policies and processes to protect the integrity and the accuracy of inventory transactions Work with Business Unit Leadership to develop improvement plans from employee surveys Evaluate the financial impact of plans and processed to achieve goals. Assist other departments in achieving their goals and through established processes measuring profitability and performing key analyses Support technological and reporting changes as sites are converted to core systems and enabling technologies Work proactively to ensure the accuracy and integrity your financial and full compliance with Sysco's policies Support Credit function and Master Data Strategies for the enablement of SSMG's reporting and other transformational efforts Provides support to ensure proper staffing needs are met. Talent Management: Select, develop, and retain the required leadership talent within the region to meet current and future business needs. Utilizes Sysco talent management programs tools and programs (performance management, leadership development, engagement surveys, talent reviews) to manage and develop leadership talent Provides consistent and ongoing feedback on the performance of finance leaders. Demonstrates effectiveness and collaboration in leading a remote team. Qualifications: Bachelor's degree in finance, accounting, or business. Minimum 5-10 years in a mid to senior-level finance or accounting position. Experience in both Union and Non-Union environments, preferred Experience in a manufacturing and/or food production environment. Professional Skills: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. Ability to analyze financial data and prepare financial reports, statements, and projections Working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and profitability analysis. Ability to motivate teams and produce results within tight time frames and simultaneously manage several projects. Demonstrate knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state, and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Travel Requirements: The role travels up to 50% of time to the Operating Companies within the market. Working Conditions: The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; and moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays, and on-call. The associate may occasionally be required to travel to other Operating Companies or the corporate office as business needs dictate (i.e., training, business continuation, etc.). The associate is occasionally exposed to high, precarious places. The associate is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate. NOTICE: The above statements are intended to describe the general nature of the environment and level of work being performed by this job. This job description in no way states or implies that the duties and responsibilities listed are the only tasks to be performed by the associate in this job. The associate will be required to follow any other instructions and to perform any other job-related duties requested by his or her supervisor. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This job description supersedes prior job descriptions. When duties and responsibilities change and develop, the job description will be reviewed and is subject to changes of business necessity.
03/03/2026
Full time
Position Summary This is an important role that oversees the finance function of multiple sites comprising a region, including financial planning and analysis, financial control, cost accounting, accounting, tax, treasury, accounts payable/receivable, general ledger and credit and collections. Leads analysis, planning, and control of the organization's financial transactions, systems, and procedures to comply with regulations, accounting principles, and other internal/external financial standards. Oversees and assists managing US SSMG Regions with Business Unit, Region and Area Presidents input. Primary point of communication and coordination for initiatives. Responsibilities: Region Management: Develops and promotes region goals and objectives and insures alignment with overall corporate goals and objectives. Guides planning and development of departmental region budgets and evaluates region operations in terms of fiscal management to ensure fiscal responsibility in the regions operation. Collaborates with Region Leadership to maintain and enhance interface capabilities with other functions and departments in an effort to continually improve overall organizational efficiency. Analyzes, identifies, and proposes action to the solution of problems with the operations and leadership teams of individuals and departments in an effort to increase the effectiveness of the Region's performance Serves as finance region spokesperson in cases of inquiry, feedback, or requests for special information in order to facilitate the accurate and precise flow of information. Provides coaching and direction to the sites finance teams in order to achieve and maintain optimal efficiencies. Key participant in region cross-functional leadership team. Operations Management: In partnership with all Region Team Leaders, lead with a strong customer-centric and associate focused mindset to drive collaboration and create a high-performance culture of unity Be a business partner with the Region Team and support Volume and Sales growth Align with function leaders to develop the annual operating and profit growth plan, to develop the financial forecasts each month for the region and deliver on goals; both annual and interim Conduct business reviews for the Business Unit and region. Analyze results of operations and explain the key drivers of variances and forecasted results Build, manage, and develop your Region Team through regular department meetings, ongoing interaction, and communications; monitoring morale and responding to ideas to improve associate engagement and enablement Directly manage Site Finance leadership, the traditional A/P, A/R and G/L activities. Proactively manage the cash conversion cycle to improve cash flow. Support the design and implementation of Cost Accounting capability Ensure compliance with production and inventory control policies and processes to protect the integrity and the accuracy of inventory transactions Work with Business Unit Leadership to develop improvement plans from employee surveys Evaluate the financial impact of plans and processed to achieve goals. Assist other departments in achieving their goals and through established processes measuring profitability and performing key analyses Support technological and reporting changes as sites are converted to core systems and enabling technologies Work proactively to ensure the accuracy and integrity your financial and full compliance with Sysco's policies Support Credit function and Master Data Strategies for the enablement of SSMG's reporting and other transformational efforts Provides support to ensure proper staffing needs are met. Talent Management: Select, develop, and retain the required leadership talent within the region to meet current and future business needs. Utilizes Sysco talent management programs tools and programs (performance management, leadership development, engagement surveys, talent reviews) to manage and develop leadership talent Provides consistent and ongoing feedback on the performance of finance leaders. Demonstrates effectiveness and collaboration in leading a remote team. Qualifications: Bachelor's degree in finance, accounting, or business. Minimum 5-10 years in a mid to senior-level finance or accounting position. Experience in both Union and Non-Union environments, preferred Experience in a manufacturing and/or food production environment. Professional Skills: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. Ability to analyze financial data and prepare financial reports, statements, and projections Working knowledge of short- and long-term budgeting and forecasting, rolling budgets, and profitability analysis. Ability to motivate teams and produce results within tight time frames and simultaneously manage several projects. Demonstrate knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state, and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Travel Requirements: The role travels up to 50% of time to the Operating Companies within the market. Working Conditions: The above information on this description has been designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; and moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays, and on-call. The associate may occasionally be required to travel to other Operating Companies or the corporate office as business needs dictate (i.e., training, business continuation, etc.). The associate is occasionally exposed to high, precarious places. The associate is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate. NOTICE: The above statements are intended to describe the general nature of the environment and level of work being performed by this job. This job description in no way states or implies that the duties and responsibilities listed are the only tasks to be performed by the associate in this job. The associate will be required to follow any other instructions and to perform any other job-related duties requested by his or her supervisor. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This job description supersedes prior job descriptions. When duties and responsibilities change and develop, the job description will be reviewed and is subject to changes of business necessity.
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Responsibilities As an Auto Estimator, you will collect vehicle information from repair shops or customers and complete initial and supplemental estimates via photos or in person. You may be the first point of contact to meet with our insureds, explain coverage, estimate vehicle damage, and help them through the claims process while providing Remarkable service. This includes: Utilizing automated estimating systems to prepare repair estimates Providing technical support to claim handlers on vehicle repair issues Applying knowledge of market value and other factors affecting reparability issues Evaluating bid content and photo documentation, vehicle damage, and causation issues Answering inbound calls and making outbound calls to customers Providing exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Where You'll Work: This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. This position is located in Mineola, NY. Competitive canddiates should reside within a commutable distance of this territory. The Appraiser Team works remotely but may require travel to auto shops for in-person inspections, and/or State Farm offices as needed. Candidates may be asked to work outside of their assigned territory as business needs dictates. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible work shifts and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate the following: Auto collision repair, auto damage estimating, and/or auto insurance appraiser experience Excellent customer service, critical thinking, and decision-making skills Strong written and verbal communication skills Ability to multi-task across technical platforms Accountability and Resourcefulness Physical agility to allow for stooping, bending, and some physical lifting to adequately evaluate vehicle damage and create repair estimates A valid driver's license is required Preferred Skills: Motor Vehicle Physical Damage Appraiser License CCC One and/or Mitchell knowledge I-CAR Platinum Certification Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $73,824.56 - $102,500.00 annually Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PandoLogic. Category:Insurance,
03/03/2026
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Responsibilities As an Auto Estimator, you will collect vehicle information from repair shops or customers and complete initial and supplemental estimates via photos or in person. You may be the first point of contact to meet with our insureds, explain coverage, estimate vehicle damage, and help them through the claims process while providing Remarkable service. This includes: Utilizing automated estimating systems to prepare repair estimates Providing technical support to claim handlers on vehicle repair issues Applying knowledge of market value and other factors affecting reparability issues Evaluating bid content and photo documentation, vehicle damage, and causation issues Answering inbound calls and making outbound calls to customers Providing exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Where You'll Work: This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. This position is located in Mineola, NY. Competitive canddiates should reside within a commutable distance of this territory. The Appraiser Team works remotely but may require travel to auto shops for in-person inspections, and/or State Farm offices as needed. Candidates may be asked to work outside of their assigned territory as business needs dictates. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible work shifts and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate the following: Auto collision repair, auto damage estimating, and/or auto insurance appraiser experience Excellent customer service, critical thinking, and decision-making skills Strong written and verbal communication skills Ability to multi-task across technical platforms Accountability and Resourcefulness Physical agility to allow for stooping, bending, and some physical lifting to adequately evaluate vehicle damage and create repair estimates A valid driver's license is required Preferred Skills: Motor Vehicle Physical Damage Appraiser License CCC One and/or Mitchell knowledge I-CAR Platinum Certification Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $73,824.56 - $102,500.00 annually Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PandoLogic. Category:Insurance,
About Us At Indexed Financial, we do more than offer financial services - we help individuals build better futures through financial education, protection, and planning. Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones. We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies. Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career. What We're Looking For We're seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others. No prior financial experience is needed - we provide full training and support to get licensed and build your business. Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential. Average Full-Time Agent Annual Earnings: Entry Level (0-3 years): $65,000 Mid Level (4-7 years): $284,000 Senior Level (8-10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply. Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation. If you're looking for a career change, side income, or a chance to build something of your own while helping others - we'd love to connect. Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
03/03/2026
Full time
About Us At Indexed Financial, we do more than offer financial services - we help individuals build better futures through financial education, protection, and planning. Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones. We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies. Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career. What We're Looking For We're seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others. No prior financial experience is needed - we provide full training and support to get licensed and build your business. Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential. Average Full-Time Agent Annual Earnings: Entry Level (0-3 years): $65,000 Mid Level (4-7 years): $284,000 Senior Level (8-10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply. Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation. If you're looking for a career change, side income, or a chance to build something of your own while helping others - we'd love to connect. Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
Hands-On Field Service Role 80% Travel Packaging Equipment This Jobot Job is hosted by: Kelsey Bannon Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $50,000 - $80,000 per year A bit about us: Since 1975, we have been a leader in delivering high-quality end-of-line packaging equipment and solutions. With a strong reputation for innovation, technical expertise, and outstanding customer service, we are committed to helping businesses succeed. Our team thrives on creativity and collaboration, consistently developing solutions that meet industry demands locally and globally. Why join us? + Career development resources to expand your skills and expertise. + Inclusive, team-oriented culture where your ideas are valued. + Competitive health benefits package, 401(k), paid holidays, and opportunities for growth. + Modern, state-of-the-art facility in the Maplecrest Business Park, Kent, OH. Job Details Responsibilities - + Assemble, test, and adjust machine assemblies, with emphasis on electro-mechanical systems. + Install, adjust, and repair packaging equipment at customer facilities. + Train customer personnel and colleagues on proper equipment operation. + Troubleshoot and program basic electro-mechanical control systems. + Ensure adherence to all safety practices and company standards. + Monitor installation quality and compliance with guidelines. + Provide technical support remotely to resolve customer issues. + Maintain accurate service records and documentation. + Stay current on industry advancements and technical knowledge. + Travel extensively (up to 80%) to service and support customers across the U.S., Canada, and Mexico. Qualifications - + Proven experience in field service, equipment installation, or repair. + Strong troubleshooting, testing, and technical repair skills. + Technical degree, certification, or equivalent experience preferred. + Proficiency with PCs, Windows OS, mobile tools, and diagnostic equipment. + Ability to read and work with color-coded wiring and low-voltage circuitry. + Flexible schedule with willingness to travel extensively. + Valid U.S. Driver's License with clean driving record. + Valid U.S. Passport required. + Physical ability to lift up to 50 lbs., climb ladders, and perform hands-on technical work. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/03/2026
Full time
Hands-On Field Service Role 80% Travel Packaging Equipment This Jobot Job is hosted by: Kelsey Bannon Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $50,000 - $80,000 per year A bit about us: Since 1975, we have been a leader in delivering high-quality end-of-line packaging equipment and solutions. With a strong reputation for innovation, technical expertise, and outstanding customer service, we are committed to helping businesses succeed. Our team thrives on creativity and collaboration, consistently developing solutions that meet industry demands locally and globally. Why join us? + Career development resources to expand your skills and expertise. + Inclusive, team-oriented culture where your ideas are valued. + Competitive health benefits package, 401(k), paid holidays, and opportunities for growth. + Modern, state-of-the-art facility in the Maplecrest Business Park, Kent, OH. Job Details Responsibilities - + Assemble, test, and adjust machine assemblies, with emphasis on electro-mechanical systems. + Install, adjust, and repair packaging equipment at customer facilities. + Train customer personnel and colleagues on proper equipment operation. + Troubleshoot and program basic electro-mechanical control systems. + Ensure adherence to all safety practices and company standards. + Monitor installation quality and compliance with guidelines. + Provide technical support remotely to resolve customer issues. + Maintain accurate service records and documentation. + Stay current on industry advancements and technical knowledge. + Travel extensively (up to 80%) to service and support customers across the U.S., Canada, and Mexico. Qualifications - + Proven experience in field service, equipment installation, or repair. + Strong troubleshooting, testing, and technical repair skills. + Technical degree, certification, or equivalent experience preferred. + Proficiency with PCs, Windows OS, mobile tools, and diagnostic equipment. + Ability to read and work with color-coded wiring and low-voltage circuitry. + Flexible schedule with willingness to travel extensively. + Valid U.S. Driver's License with clean driving record. + Valid U.S. Passport required. + Physical ability to lift up to 50 lbs., climb ladders, and perform hands-on technical work. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Transdev in Boston, MA is seeking School Bus Safety Trainers to bolster our team. In this role, the School Bus Safety Trainer will perform classroom and behind the wheel training, to include but not limited to the Professional Operator Development Program, remedial training, new equipment familiarization training, and safety meetings. Works with the Director and Manager of Safety and Training to ensure compliance of training materials and the efficient delivery of the safety programs. Transdev is proud to offer: Position Subject to Collective Bargaining Agreement: $37.26 per hour (Union Collective Bargaining Agreement Payscale) Benefits include: Vacation: Up to 20 paid vacation days, based on years of service. Sick days: 5 days. Holidays: 14 paid holidays: 12 standard and 2 floating. Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, long-term disability. Benefits may vary depending on location policy. Key Responsibilities: Ensure trainees are thoroughly trained in the safe and efficient handling of vehicles and equipment to exceed customer standards. Ensure that all trainees receive route training. Monitor the progress of trainees to ensure proper training. Ensures all employee training records are in compliance with training policies. Assist DriveCam Manager and Coordinator by coaching drivers in response to video recorded unsafe driving events to improve safety of operations. Responsible for the direct supervision of students. Ensure the Driver Training Course (DTC) is followed and properly delivered to include updates when necessary. Perform new equipment familiarization, refresher, and remediation training. Acts as a resource to provide employees with expert information on operation of equipment. Assist with ride checks, as needed. Recommend safer methods, procedures, and preventative measures. May be required to drive a school bus on an as needed emergency basis. Maintain confidentiality of sensitive information. Perform other duties as assigned. Qualifications: High school diploma or equivalent, (G.E.D.). College degree preferred. Must have a valid Class B CDL with Passenger (P) and School Bus (S) endorsements. Must have a valid Massachusetts School Bus Certificate. Must have a valid Massachusetts School Bus Instructor Certificate. An excellent motor vehicle record must be maintained. Two (2) or more years of transit related experience and/or training. School Bus Driver training experience preferred. Adult instruction experience preferred. Ability to read and comprehend instructions, short correspondence, and memos. Excellent communication skills both verbal and written. Ability to write simple correspondence as well as reports. Ability to effectively present information one-on-one and in small group situations to customers, the client, and other employees of the organization. Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams and other software programs necessary to execute work assignments. Ability to understand and follow safety rules and regulations; ability to update employee safety and training records. Detail oriented, well organized, and possess effective time management skills. Must have proven customer service and interpersonal skills, and the ability to interact professionally with internal and external customers on all levels. Must be able to demonstrate poise, tact, diplomacy and possess good judgement and discretion. Must be able to read a map and possess knowledge of the service area. Must be able to work as a member of the team. Proven customer service and interpersonal skills with attention to detail. Ability to adapt and remain flexible in a fast- paced environment. Ability to adapt to changing situations and listen to feedback. Thorough knowledge of the basic laws, ordinances, resolutions, and regulations governing transportation operations. Thorough knowledge of occupational hazards and safety/training procedures. Ability to work effectively with a diverse workforce. Physical Requirements: The essential functions of this position require the ability to: Work in an environment outside or inside exposed to varying temperature, weather, and humidity conditions - work alone and in remote locations. Occasionally stand, stoop, squat, and walk for extended periods of time; bend, kneel, or crouch to files or equipment stored at ground level; use hands and fingers to handle small parts, push buttons; and use hands, arms, legs and feet to climb ladders and stairs. Sit or stand for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground, or slippery and uneven surfaces. Close vision, distance vision, peripheral vision, depth perception, night vision and the ability to adjust focus. Must lift up to 50 lbs. Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise. The employee is frequently exposed to moving mechanical parts. The employee is occasionally exposed to fumes or airborne particles. Work shifts or flexible work schedules as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidate with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: Be eligible to work in the Unites States without requiring sponsorship now or in the future (if based in the U.S.). Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video at The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that may be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants: PleaseClick Herefor CA Employee Privacy Policy. Job Category: Safety & Training Job Type: Full Time Req ID: 6227 Pay Group: ALA Cost Center: 605 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. . click apply for full job details
03/03/2026
Full time
Transdev in Boston, MA is seeking School Bus Safety Trainers to bolster our team. In this role, the School Bus Safety Trainer will perform classroom and behind the wheel training, to include but not limited to the Professional Operator Development Program, remedial training, new equipment familiarization training, and safety meetings. Works with the Director and Manager of Safety and Training to ensure compliance of training materials and the efficient delivery of the safety programs. Transdev is proud to offer: Position Subject to Collective Bargaining Agreement: $37.26 per hour (Union Collective Bargaining Agreement Payscale) Benefits include: Vacation: Up to 20 paid vacation days, based on years of service. Sick days: 5 days. Holidays: 14 paid holidays: 12 standard and 2 floating. Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, long-term disability. Benefits may vary depending on location policy. Key Responsibilities: Ensure trainees are thoroughly trained in the safe and efficient handling of vehicles and equipment to exceed customer standards. Ensure that all trainees receive route training. Monitor the progress of trainees to ensure proper training. Ensures all employee training records are in compliance with training policies. Assist DriveCam Manager and Coordinator by coaching drivers in response to video recorded unsafe driving events to improve safety of operations. Responsible for the direct supervision of students. Ensure the Driver Training Course (DTC) is followed and properly delivered to include updates when necessary. Perform new equipment familiarization, refresher, and remediation training. Acts as a resource to provide employees with expert information on operation of equipment. Assist with ride checks, as needed. Recommend safer methods, procedures, and preventative measures. May be required to drive a school bus on an as needed emergency basis. Maintain confidentiality of sensitive information. Perform other duties as assigned. Qualifications: High school diploma or equivalent, (G.E.D.). College degree preferred. Must have a valid Class B CDL with Passenger (P) and School Bus (S) endorsements. Must have a valid Massachusetts School Bus Certificate. Must have a valid Massachusetts School Bus Instructor Certificate. An excellent motor vehicle record must be maintained. Two (2) or more years of transit related experience and/or training. School Bus Driver training experience preferred. Adult instruction experience preferred. Ability to read and comprehend instructions, short correspondence, and memos. Excellent communication skills both verbal and written. Ability to write simple correspondence as well as reports. Ability to effectively present information one-on-one and in small group situations to customers, the client, and other employees of the organization. Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams and other software programs necessary to execute work assignments. Ability to understand and follow safety rules and regulations; ability to update employee safety and training records. Detail oriented, well organized, and possess effective time management skills. Must have proven customer service and interpersonal skills, and the ability to interact professionally with internal and external customers on all levels. Must be able to demonstrate poise, tact, diplomacy and possess good judgement and discretion. Must be able to read a map and possess knowledge of the service area. Must be able to work as a member of the team. Proven customer service and interpersonal skills with attention to detail. Ability to adapt and remain flexible in a fast- paced environment. Ability to adapt to changing situations and listen to feedback. Thorough knowledge of the basic laws, ordinances, resolutions, and regulations governing transportation operations. Thorough knowledge of occupational hazards and safety/training procedures. Ability to work effectively with a diverse workforce. Physical Requirements: The essential functions of this position require the ability to: Work in an environment outside or inside exposed to varying temperature, weather, and humidity conditions - work alone and in remote locations. Occasionally stand, stoop, squat, and walk for extended periods of time; bend, kneel, or crouch to files or equipment stored at ground level; use hands and fingers to handle small parts, push buttons; and use hands, arms, legs and feet to climb ladders and stairs. Sit or stand for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground, or slippery and uneven surfaces. Close vision, distance vision, peripheral vision, depth perception, night vision and the ability to adjust focus. Must lift up to 50 lbs. Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise. The employee is frequently exposed to moving mechanical parts. The employee is occasionally exposed to fumes or airborne particles. Work shifts or flexible work schedules as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidate with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact . Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: Be eligible to work in the Unites States without requiring sponsorship now or in the future (if based in the U.S.). Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video at The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that may be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants: PleaseClick Herefor CA Employee Privacy Policy. Job Category: Safety & Training Job Type: Full Time Req ID: 6227 Pay Group: ALA Cost Center: 605 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. . click apply for full job details
Job Description Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Field Relations (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Data Security (NM) - Advanced, Insurance Products (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Customer Service,
03/03/2026
Full time
Job Description Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Customer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Field Relations (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Data Security (NM) - Advanced, Insurance Products (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Customer Service,
A great opportunity to join a growing Accounting Firm that is offering multiple bonus's per year & flexible schedule! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,000 - $175,000 per year A bit about us: Since 1978 our client has been able to provide outstanding services in accounting and finance to their customers. A long standing pillar of South Florida, our client has a reputation of taking care of their customers and their employees. They are currently seeking a Tax Manager to join their growing team! Apply today to learn more! This position is fully onsite - no hybrid or remote schedules will be considered Why join us? Health & Dental Insurance 401(K) Retirement Plan Flexible Spending Plan Life Insurance Paid vacation, personal, and sick time Job Details Responsibilities: 1. Overseeing all aspects of tax management, including tax compliance, reporting, and planning. 2. Developing and implementing strategic tax plans to minimize tax liabilities and optimize financial efficiency. 3. Ensuring accurate and timely filing of all local, state, and federal tax returns. 4. Conducting thorough reviews of tax data, prepare necessary paperwork, and coordinate audits. 5. Keeping abreast of current and emerging tax laws and regulations, ensuring our organization remains in compliance at all times. 6. Providing expert tax advice to senior management and other stakeholders. 7. Collaborating with other departments to identify and address tax-related issues. 8. Managing relationships with external auditors and tax consultants. Qualifications: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is highly desirable. 2. A minimum of 5 years of experience in tax management, preferably within the mortgage industry. 3. Comprehensive knowledge of tax laws and regulations. 4. Proven experience working with high net worth mortgages. 5. Excellent analytical and problem-solving skills. 6. Exceptional leadership and team management abilities. 7. Strong communication and interpersonal skills. 8. Proficiency in tax software and other relevant computer applications. 9. High ethical standards and professionalism, with a commitment to confidentiality. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/03/2026
Full time
A great opportunity to join a growing Accounting Firm that is offering multiple bonus's per year & flexible schedule! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,000 - $175,000 per year A bit about us: Since 1978 our client has been able to provide outstanding services in accounting and finance to their customers. A long standing pillar of South Florida, our client has a reputation of taking care of their customers and their employees. They are currently seeking a Tax Manager to join their growing team! Apply today to learn more! This position is fully onsite - no hybrid or remote schedules will be considered Why join us? Health & Dental Insurance 401(K) Retirement Plan Flexible Spending Plan Life Insurance Paid vacation, personal, and sick time Job Details Responsibilities: 1. Overseeing all aspects of tax management, including tax compliance, reporting, and planning. 2. Developing and implementing strategic tax plans to minimize tax liabilities and optimize financial efficiency. 3. Ensuring accurate and timely filing of all local, state, and federal tax returns. 4. Conducting thorough reviews of tax data, prepare necessary paperwork, and coordinate audits. 5. Keeping abreast of current and emerging tax laws and regulations, ensuring our organization remains in compliance at all times. 6. Providing expert tax advice to senior management and other stakeholders. 7. Collaborating with other departments to identify and address tax-related issues. 8. Managing relationships with external auditors and tax consultants. Qualifications: 1. A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is highly desirable. 2. A minimum of 5 years of experience in tax management, preferably within the mortgage industry. 3. Comprehensive knowledge of tax laws and regulations. 4. Proven experience working with high net worth mortgages. 5. Excellent analytical and problem-solving skills. 6. Exceptional leadership and team management abilities. 7. Strong communication and interpersonal skills. 8. Proficiency in tax software and other relevant computer applications. 9. High ethical standards and professionalism, with a commitment to confidentiality. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
RETIREMENT CLEARINGHOUSE LLC
Charlotte, North Carolina
Position Title: TSP Consolidation Specialist Location: Charlotte, NC Category: Customer Service Exempt/Non-Exempt: Non-Exempt Full Time/Part Time: Full-Time Job Description: Job title: TSP Consolidation Specialist-Hybrid Opportunity Company intro: Retirement Clearinghouse was named one of Charlotte Magazine's Top Places to Work in 2024 and 2025. Here, you'll help millions of Americans preserve their retirement savings using innovative technology and supportive, no-pressure service. Position Summary The TSP - 401(k) Consolidation Specialist is responsible for supporting Federal Thrift Savings Plan (TSP) participants with the consolidation of retirement assets into their existing TSP accounts. This role serves as the participant's primary point of contact and is accountable for gathering required information, preparing documentation, and facilitating the end-to-end rollover process. A hybrid work schedule is available following the successful completion of 4 weeks onsite training. Pay Rate: $21 hourly, 5% shift differentail for later shift. Shifts available: 9a-6p, 11a-8p, Monday to Friday. Occasional overtime required. What You Will Do: Respond to participant inquiries via inbound calls in a professional and accurate manner. Manage and track participant leads, including timely outbound communications and follow-up. Maintain detailed account notes to support accurate processing and communication. Serve as a liaison between participants and financial institutions to obtain required documentation. Prepare and pre-fill consolidation paperwork , monitor all associated financial transactions, and interact with third parties involved in money movement process. Top benefits or perks: • A positive culture that promotes work-life balance • Competitive pay with bonus potential • 18 days PTO, 7 sick days (prorated first year) • Paid holidays • Full benefits starting Day 1: medical, dental, vision, disability, life insurance • 401(k) eligibility on Day 1 with immediate 100% vesting and employer match • Professional development and advancement opportunities Training: • New hires complete a 4-week onsite training program • After training, hybrid/remote work options become available • Employees may also choose to work onsite in our modern office Location: • Located in the Ayrsley area of Charlotte, NC • Retirement Clearinghouse is an EEO employer and participates in E-Verify • Pre-employment background checks are required Salary Range: $21 -$23 per hour, depending upon shift Shift: -not applicable- Work Schedule: M-F Days EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Tags: customer Service, Call center, 401k, TSP, Thrift Savings, Division: Retirement Clearinghouse LLC Qualifications 1-2 years of call center or customer service experience required; financial services experience preferred. Strong communication, listening, and problem-solving abilities. Excellent verbal and written communication skills and a keen ability to pay close attention to detail. Proficiency in Microsoft Office and strong attention to detail. Ability to de-escalate complex or challenging situations. PIbbeabe16a47f-4703
03/02/2026
Full time
Position Title: TSP Consolidation Specialist Location: Charlotte, NC Category: Customer Service Exempt/Non-Exempt: Non-Exempt Full Time/Part Time: Full-Time Job Description: Job title: TSP Consolidation Specialist-Hybrid Opportunity Company intro: Retirement Clearinghouse was named one of Charlotte Magazine's Top Places to Work in 2024 and 2025. Here, you'll help millions of Americans preserve their retirement savings using innovative technology and supportive, no-pressure service. Position Summary The TSP - 401(k) Consolidation Specialist is responsible for supporting Federal Thrift Savings Plan (TSP) participants with the consolidation of retirement assets into their existing TSP accounts. This role serves as the participant's primary point of contact and is accountable for gathering required information, preparing documentation, and facilitating the end-to-end rollover process. A hybrid work schedule is available following the successful completion of 4 weeks onsite training. Pay Rate: $21 hourly, 5% shift differentail for later shift. Shifts available: 9a-6p, 11a-8p, Monday to Friday. Occasional overtime required. What You Will Do: Respond to participant inquiries via inbound calls in a professional and accurate manner. Manage and track participant leads, including timely outbound communications and follow-up. Maintain detailed account notes to support accurate processing and communication. Serve as a liaison between participants and financial institutions to obtain required documentation. Prepare and pre-fill consolidation paperwork , monitor all associated financial transactions, and interact with third parties involved in money movement process. Top benefits or perks: • A positive culture that promotes work-life balance • Competitive pay with bonus potential • 18 days PTO, 7 sick days (prorated first year) • Paid holidays • Full benefits starting Day 1: medical, dental, vision, disability, life insurance • 401(k) eligibility on Day 1 with immediate 100% vesting and employer match • Professional development and advancement opportunities Training: • New hires complete a 4-week onsite training program • After training, hybrid/remote work options become available • Employees may also choose to work onsite in our modern office Location: • Located in the Ayrsley area of Charlotte, NC • Retirement Clearinghouse is an EEO employer and participates in E-Verify • Pre-employment background checks are required Salary Range: $21 -$23 per hour, depending upon shift Shift: -not applicable- Work Schedule: M-F Days EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Tags: customer Service, Call center, 401k, TSP, Thrift Savings, Division: Retirement Clearinghouse LLC Qualifications 1-2 years of call center or customer service experience required; financial services experience preferred. Strong communication, listening, and problem-solving abilities. Excellent verbal and written communication skills and a keen ability to pay close attention to detail. Proficiency in Microsoft Office and strong attention to detail. Ability to de-escalate complex or challenging situations. PIbbeabe16a47f-4703
Utility/Service Employee Transdev in Elmira, NYis hiring a Utility Worker/Service Employee. The Utility Worker/Service Employee is required to perform basic vehicle servicing duties. We are looking for customer service-oriented professionals who are dedicated to safety. Transdev is proud to offer: CBA Position: Position Subject to Collective Bargaining Agreement: Starting pay $19.04 an hour with progression to $19.81 over 2years. Benefits include: Vacation: up to 5 weeks per year after 15 years of service Fully covered Teamster medical,dental & vision (no weekly out of pocket cost). PaidSickLeave, Personal Days and no pay days;pension, and holidays. Key Responsibilities: Light Duty Repairs General Garage Maintenance Maintain the cleanliness of fleet vehicles - interior and exterior Driving, maneuvering, and parking vehicles Fueling buses, replenishing fluids, and logging and recording all fluids Downloading drive cameras & probes fare boxes Perform light maintenance to shop areas, fueling stations, and related facilities. Report maintenance issues to supervisor Other duties as required. Qualifications: High School Diploma or equivalent Valid driver's license for a minimum of 3 years Commercial Driver's License with passenger endorsement Must be able to work shifts or flexible work schedules as needed. Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason. Physical Requirements: The essential functions of this position require the ability to: Work outside in varying temperature, weather, and humidity conditions-100% of the job is performed outside, work alone and in remote locations. Sit for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground or slippery and uneven surfaces Push and pull objects up to 50 pounds, occasionally throughout the workday; lift material weighing up to 50 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.). Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at watch an overview video at The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants: Please Click Here for CA Employee Privacy Policy. Job Category: Maintenance / Mechanics / Parts / Utility / Materials Job Type: Full Time Req ID: 5275 Pay Group: X58 Cost Center: 57206 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video.
03/02/2026
Full time
Utility/Service Employee Transdev in Elmira, NYis hiring a Utility Worker/Service Employee. The Utility Worker/Service Employee is required to perform basic vehicle servicing duties. We are looking for customer service-oriented professionals who are dedicated to safety. Transdev is proud to offer: CBA Position: Position Subject to Collective Bargaining Agreement: Starting pay $19.04 an hour with progression to $19.81 over 2years. Benefits include: Vacation: up to 5 weeks per year after 15 years of service Fully covered Teamster medical,dental & vision (no weekly out of pocket cost). PaidSickLeave, Personal Days and no pay days;pension, and holidays. Key Responsibilities: Light Duty Repairs General Garage Maintenance Maintain the cleanliness of fleet vehicles - interior and exterior Driving, maneuvering, and parking vehicles Fueling buses, replenishing fluids, and logging and recording all fluids Downloading drive cameras & probes fare boxes Perform light maintenance to shop areas, fueling stations, and related facilities. Report maintenance issues to supervisor Other duties as required. Qualifications: High School Diploma or equivalent Valid driver's license for a minimum of 3 years Commercial Driver's License with passenger endorsement Must be able to work shifts or flexible work schedules as needed. Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason. Physical Requirements: The essential functions of this position require the ability to: Work outside in varying temperature, weather, and humidity conditions-100% of the job is performed outside, work alone and in remote locations. Sit for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground or slippery and uneven surfaces Push and pull objects up to 50 pounds, occasionally throughout the workday; lift material weighing up to 50 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level Withstand heavy traffic areas while performing the duties of the job; tolerate exposure to considerable amounts of dust, vehicle fumes and noise. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.). Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at watch an overview video at The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. California applicants: Please Click Here for CA Employee Privacy Policy. Job Category: Maintenance / Mechanics / Parts / Utility / Materials Job Type: Full Time Req ID: 5275 Pay Group: X58 Cost Center: 57206 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video.
Who We Are: Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution solutions at Guest Supply and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we're proud to provide products to more than 25,000 hotels in over 100 countries. Guest Worldwide is a wholly owned subsidiary of Sysco - an industry leading, global food and beverage distribution company, employing thousands of employees worldwide and home to the 13th largest sales organization in the world. Learn more by visiting Position Summary: The Sales Consultant is responsible for promoting the Company's products and services by building relationships with new and existing customers in order to become our customers' most valued and trusted business partner . This outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning , FF&E and MRO products to hotels, management groups and/or additional markets within an assigned territory. The main focus of the Sales Consultant is to help the Company's customers succeed while achieving sales and profit goals established by the Company. Sales Consultants receive a base salary with an opportunity to earn quarterly bonuses based on KPI achievement. Primary Responsibilities: Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category penetration. Utilize consultative selling techniques, product knowledge, ROI, system tools (i.e., Phocas, GForce and ) and sales training resources to effectively target new prospects and market growth opportunities. Continuously manage assigned accounts and take corrective action, as needed, to maintain and improve the overall customer experience. Regularly consult with assigned accounts as appropriate, including new products and services, company changes, holiday schedules, product pricing or information changes and new opportunities. Immediately notify management if an existing account is in jeopardy of discontinuing service or issues remain unresolved regardless of attempts to correct situation. Work with Accounts Receivable to ensure customers pay invoices within agreed upon terms. Regularly interact and communicate with various internal departments to provide vital information that may be necessary for servicing the customer. This may include advance notification to Merchandising of changes, increased or decreased product movement, new business, changes in proprietary product or other related information. Assist in the set-up of new accounts, including Customer Account Application (CAA), customer order guides, pricing, order schedules, files, etc. Coordinate with other departments as appropriate to meet or exceed customer expectations. Accurately forecast sales results and trends for a specific territory, group of accounts, etc. Minimum Education: Bachelor's degree in Sales, Marketing or Business preferred. Minimum Experience: 3 - 5 years sales experience with proven record of sales success and history of accomplishments. Experience in hospitality or supply/distribution sales preferred. Experience in relationship sales managing new and existing customer opportunities and up-selling preferred. Experience with trip planning, territory routing and account prioritization preferred. Skills & Abilities: Excellent communication (verbal and written), interpersonal and professional interactive skills as necessary to perform at a high level. Ability to communicate clearly via email and phone and effectively present information and respond to questions from management and associates. Capable of working with others in a proactive and constructive manner. Excellent organizational and project management skills, including planning, prioritizing and executing multiple initiatives autonomously while shifting priorities as necessary. Uses time effectively. Strong in person presentation, negotiation and closing skills with customers and prospects. Ability to think creatively and be solution driven. Active listening skills to understand and interpret solution driven selling. Aptitude for processing information and incorporating feedback for interactive business conversations. Capacity to convey ideas effectively and sell a variety of products. Professional demeanor, vibrant personality, and ability to instill trust with people. Goal-oriented and driven self-starter who can work within a team environment and strive to be the best. Familiarity with general finance concepts is required. Respond promptly to customer needs. Solicit customer feedback to improve service. Identify and resolve problems in a timely manner. Gather and analyze information skillfully and develop alternative solutions as needed. Display willingness to make decisions. Exhibit sound and accurate judgment. Make timely decisions. The ability to approach others in a tactful manner. React well under pressure. Accept responsibility for own actions. Follow through on commitments. Demonstrate exceptional work habits, including punctuality and consistent attendance related to job role and customer and all company meetings, functions and conferences. Ensures work and customer requirements are covered when absent. Computer literacy, including familiarity in handling and maintaining a customer database and skills that include Microsoft Office 365 (Word, Excel, Power Point, and Outlook) and Internet navigation. Familiarity with analytical software tools and CRM systems. Physical Demands & Work Environment: While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. This position requires frequent travel to attend appointments, training sessions, staff meetings, company events and/or industry or vendor trade shows. May be required to utilize personal vehicle for business travel that may result in long periods of sitting. Must maintain a valid driver license and provide proof of current automobile insurance coverage as set forth by Sysco. If working remote, must have reliable internet connection and required software to ensure timely communications. Also, have a dedicated workspace free of any distractions, including noise, to participate in customer or conference interactions in a business-friendly environment.
03/02/2026
Full time
Who We Are: Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution solutions at Guest Supply and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we're proud to provide products to more than 25,000 hotels in over 100 countries. Guest Worldwide is a wholly owned subsidiary of Sysco - an industry leading, global food and beverage distribution company, employing thousands of employees worldwide and home to the 13th largest sales organization in the world. Learn more by visiting Position Summary: The Sales Consultant is responsible for promoting the Company's products and services by building relationships with new and existing customers in order to become our customers' most valued and trusted business partner . This outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning , FF&E and MRO products to hotels, management groups and/or additional markets within an assigned territory. The main focus of the Sales Consultant is to help the Company's customers succeed while achieving sales and profit goals established by the Company. Sales Consultants receive a base salary with an opportunity to earn quarterly bonuses based on KPI achievement. Primary Responsibilities: Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category penetration. Utilize consultative selling techniques, product knowledge, ROI, system tools (i.e., Phocas, GForce and ) and sales training resources to effectively target new prospects and market growth opportunities. Continuously manage assigned accounts and take corrective action, as needed, to maintain and improve the overall customer experience. Regularly consult with assigned accounts as appropriate, including new products and services, company changes, holiday schedules, product pricing or information changes and new opportunities. Immediately notify management if an existing account is in jeopardy of discontinuing service or issues remain unresolved regardless of attempts to correct situation. Work with Accounts Receivable to ensure customers pay invoices within agreed upon terms. Regularly interact and communicate with various internal departments to provide vital information that may be necessary for servicing the customer. This may include advance notification to Merchandising of changes, increased or decreased product movement, new business, changes in proprietary product or other related information. Assist in the set-up of new accounts, including Customer Account Application (CAA), customer order guides, pricing, order schedules, files, etc. Coordinate with other departments as appropriate to meet or exceed customer expectations. Accurately forecast sales results and trends for a specific territory, group of accounts, etc. Minimum Education: Bachelor's degree in Sales, Marketing or Business preferred. Minimum Experience: 3 - 5 years sales experience with proven record of sales success and history of accomplishments. Experience in hospitality or supply/distribution sales preferred. Experience in relationship sales managing new and existing customer opportunities and up-selling preferred. Experience with trip planning, territory routing and account prioritization preferred. Skills & Abilities: Excellent communication (verbal and written), interpersonal and professional interactive skills as necessary to perform at a high level. Ability to communicate clearly via email and phone and effectively present information and respond to questions from management and associates. Capable of working with others in a proactive and constructive manner. Excellent organizational and project management skills, including planning, prioritizing and executing multiple initiatives autonomously while shifting priorities as necessary. Uses time effectively. Strong in person presentation, negotiation and closing skills with customers and prospects. Ability to think creatively and be solution driven. Active listening skills to understand and interpret solution driven selling. Aptitude for processing information and incorporating feedback for interactive business conversations. Capacity to convey ideas effectively and sell a variety of products. Professional demeanor, vibrant personality, and ability to instill trust with people. Goal-oriented and driven self-starter who can work within a team environment and strive to be the best. Familiarity with general finance concepts is required. Respond promptly to customer needs. Solicit customer feedback to improve service. Identify and resolve problems in a timely manner. Gather and analyze information skillfully and develop alternative solutions as needed. Display willingness to make decisions. Exhibit sound and accurate judgment. Make timely decisions. The ability to approach others in a tactful manner. React well under pressure. Accept responsibility for own actions. Follow through on commitments. Demonstrate exceptional work habits, including punctuality and consistent attendance related to job role and customer and all company meetings, functions and conferences. Ensures work and customer requirements are covered when absent. Computer literacy, including familiarity in handling and maintaining a customer database and skills that include Microsoft Office 365 (Word, Excel, Power Point, and Outlook) and Internet navigation. Familiarity with analytical software tools and CRM systems. Physical Demands & Work Environment: While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. This position requires frequent travel to attend appointments, training sessions, staff meetings, company events and/or industry or vendor trade shows. May be required to utilize personal vehicle for business travel that may result in long periods of sitting. Must maintain a valid driver license and provide proof of current automobile insurance coverage as set forth by Sysco. If working remote, must have reliable internet connection and required software to ensure timely communications. Also, have a dedicated workspace free of any distractions, including noise, to participate in customer or conference interactions in a business-friendly environment.
Who We Are: Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution solutions at Guest Supply and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we're proud to provide products to more than 25,000 hotels in over 100 countries. Guest Worldwide is a wholly owned subsidiary of Sysco - an industry leading, global food and beverage distribution company, employing thousands of employees worldwide and home to the 13th largest sales organization in the world. Learn more by visiting Position Summary: The Sales Consultant is responsible for promoting the Company's products and services by building relationships with new and existing customers in order to become our customers' most valued and trusted business partner . This outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning , FF&E and MRO products to hotels, management groups and/or additional markets within an assigned territory. The main focus of the Sales Consultant is to help the Company's customers succeed while achieving sales and profit goals established by the Company. Sales Consultants receive a base salary with an opportunity to earn quarterly bonuses based on KPI achievement. Primary Responsibilities: Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category penetration. Utilize consultative selling techniques, product knowledge, ROI, system tools (i.e., Phocas, GForce and ) and sales training resources to effectively target new prospects and market growth opportunities. Continuously manage assigned accounts and take corrective action, as needed, to maintain and improve the overall customer experience. Regularly consult with assigned accounts as appropriate, including new products and services, company changes, holiday schedules, product pricing or information changes and new opportunities. Immediately notify management if an existing account is in jeopardy of discontinuing service or issues remain unresolved regardless of attempts to correct situation. Work with Accounts Receivable to ensure customers pay invoices within agreed upon terms. Regularly interact and communicate with various internal departments to provide vital information that may be necessary for servicing the customer. This may include advance notification to Merchandising of changes, increased or decreased product movement, new business, changes in proprietary product or other related information. Assist in the set-up of new accounts, including Customer Account Application (CAA), customer order guides, pricing, order schedules, files, etc. Coordinate with other departments as appropriate to meet or exceed customer expectations. Accurately forecast sales results and trends for a specific territory, group of accounts, etc. Minimum Education: Bachelor's degree in Sales, Marketing or Business preferred. Minimum Experience: 3 - 5 years sales experience with proven record of sales success and history of accomplishments. Experience in hospitality or supply/distribution sales preferred. Experience in relationship sales managing new and existing customer opportunities and up-selling preferred. Experience with trip planning, territory routing and account prioritization preferred. Skills & Abilities: Excellent communication (verbal and written), interpersonal and professional interactive skills as necessary to perform at a high level. Ability to communicate clearly via email and phone and effectively present information and respond to questions from management and associates. Capable of working with others in a proactive and constructive manner. Excellent organizational and project management skills, including planning, prioritizing and executing multiple initiatives autonomously while shifting priorities as necessary. Uses time effectively. Strong in person presentation, negotiation and closing skills with customers and prospects. Ability to think creatively and be solution driven. Active listening skills to understand and interpret solution driven selling. Aptitude for processing information and incorporating feedback for interactive business conversations. Capacity to convey ideas effectively and sell a variety of products. Professional demeanor, vibrant personality, and ability to instill trust with people. Goal-oriented and driven self-starter who can work within a team environment and strive to be the best. Familiarity with general finance concepts is required. Respond promptly to customer needs. Solicit customer feedback to improve service. Identify and resolve problems in a timely manner. Gather and analyze information skillfully and develop alternative solutions as needed. Display willingness to make decisions. Exhibit sound and accurate judgment. Make timely decisions. The ability to approach others in a tactful manner. React well under pressure. Accept responsibility for own actions. Follow through on commitments. Demonstrate exceptional work habits, including punctuality and consistent attendance related to job role and customer and all company meetings, functions and conferences. Ensures work and customer requirements are covered when absent. Computer literacy, including familiarity in handling and maintaining a customer database and skills that include Microsoft Office 365 (Word, Excel, Power Point, and Outlook) and Internet navigation. Familiarity with analytical software tools and CRM systems. Physical Demands & Work Environment: While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. This position requires frequent travel to attend appointments, training sessions, staff meetings, company events and/or industry or vendor trade shows. May be required to utilize personal vehicle for business travel that may result in long periods of sitting. Must maintain a valid driver license and provide proof of current automobile insurance coverage as set forth by Sysco. If working remote, must have reliable internet connection and required software to ensure timely communications. Also, have a dedicated workspace free of any distractions, including noise, to participate in customer or conference interactions in a business-friendly environment.
03/02/2026
Full time
Who We Are: Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution solutions at Guest Supply and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we're proud to provide products to more than 25,000 hotels in over 100 countries. Guest Worldwide is a wholly owned subsidiary of Sysco - an industry leading, global food and beverage distribution company, employing thousands of employees worldwide and home to the 13th largest sales organization in the world. Learn more by visiting Position Summary: The Sales Consultant is responsible for promoting the Company's products and services by building relationships with new and existing customers in order to become our customers' most valued and trusted business partner . This outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning , FF&E and MRO products to hotels, management groups and/or additional markets within an assigned territory. The main focus of the Sales Consultant is to help the Company's customers succeed while achieving sales and profit goals established by the Company. Sales Consultants receive a base salary with an opportunity to earn quarterly bonuses based on KPI achievement. Primary Responsibilities: Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category penetration. Utilize consultative selling techniques, product knowledge, ROI, system tools (i.e., Phocas, GForce and ) and sales training resources to effectively target new prospects and market growth opportunities. Continuously manage assigned accounts and take corrective action, as needed, to maintain and improve the overall customer experience. Regularly consult with assigned accounts as appropriate, including new products and services, company changes, holiday schedules, product pricing or information changes and new opportunities. Immediately notify management if an existing account is in jeopardy of discontinuing service or issues remain unresolved regardless of attempts to correct situation. Work with Accounts Receivable to ensure customers pay invoices within agreed upon terms. Regularly interact and communicate with various internal departments to provide vital information that may be necessary for servicing the customer. This may include advance notification to Merchandising of changes, increased or decreased product movement, new business, changes in proprietary product or other related information. Assist in the set-up of new accounts, including Customer Account Application (CAA), customer order guides, pricing, order schedules, files, etc. Coordinate with other departments as appropriate to meet or exceed customer expectations. Accurately forecast sales results and trends for a specific territory, group of accounts, etc. Minimum Education: Bachelor's degree in Sales, Marketing or Business preferred. Minimum Experience: 3 - 5 years sales experience with proven record of sales success and history of accomplishments. Experience in hospitality or supply/distribution sales preferred. Experience in relationship sales managing new and existing customer opportunities and up-selling preferred. Experience with trip planning, territory routing and account prioritization preferred. Skills & Abilities: Excellent communication (verbal and written), interpersonal and professional interactive skills as necessary to perform at a high level. Ability to communicate clearly via email and phone and effectively present information and respond to questions from management and associates. Capable of working with others in a proactive and constructive manner. Excellent organizational and project management skills, including planning, prioritizing and executing multiple initiatives autonomously while shifting priorities as necessary. Uses time effectively. Strong in person presentation, negotiation and closing skills with customers and prospects. Ability to think creatively and be solution driven. Active listening skills to understand and interpret solution driven selling. Aptitude for processing information and incorporating feedback for interactive business conversations. Capacity to convey ideas effectively and sell a variety of products. Professional demeanor, vibrant personality, and ability to instill trust with people. Goal-oriented and driven self-starter who can work within a team environment and strive to be the best. Familiarity with general finance concepts is required. Respond promptly to customer needs. Solicit customer feedback to improve service. Identify and resolve problems in a timely manner. Gather and analyze information skillfully and develop alternative solutions as needed. Display willingness to make decisions. Exhibit sound and accurate judgment. Make timely decisions. The ability to approach others in a tactful manner. React well under pressure. Accept responsibility for own actions. Follow through on commitments. Demonstrate exceptional work habits, including punctuality and consistent attendance related to job role and customer and all company meetings, functions and conferences. Ensures work and customer requirements are covered when absent. Computer literacy, including familiarity in handling and maintaining a customer database and skills that include Microsoft Office 365 (Word, Excel, Power Point, and Outlook) and Internet navigation. Familiarity with analytical software tools and CRM systems. Physical Demands & Work Environment: While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. This position requires frequent travel to attend appointments, training sessions, staff meetings, company events and/or industry or vendor trade shows. May be required to utilize personal vehicle for business travel that may result in long periods of sitting. Must maintain a valid driver license and provide proof of current automobile insurance coverage as set forth by Sysco. If working remote, must have reliable internet connection and required software to ensure timely communications. Also, have a dedicated workspace free of any distractions, including noise, to participate in customer or conference interactions in a business-friendly environment.
