$130,000 - $155,000 - Awesome Organization offering growth, true work life balance & premiere benefits! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $155,000 per year A bit about us: We are a top 30 public accounting firm with a strong reputation for our work life balance, compensation, and culture. We are looking for an experienced Audit Manager to join our team. Why join us? Compensation: 125-155K + Sign on Bonus + Annual Bonus + so much more! Competitive Salaries and Wages: 1. Work-Life Balance: 2. Health Insurance: We provide some of the best health insurance employers can offer. 3. 401K / Retirement Savings Plans 4. Flexible Working Hours: We value the opportunity to work flexible hours. 5. 5+ weeks of PTO / Vacation Days + Paid Holidays & much more! 6. Professional Development Opportunities: 7. Wellness Programs: Job Details As an Audit Manager, you will play a pivotal role in managing and coordinating the internal audit activities within the organization. This position will require a keen eye for detail, a strong understanding of accounting principles, and a commitment to maintaining the highest level of integrity and professionalism. As an Audit Manager, your primary responsibilities will include: 1. Overseeing and managing the internal audit department to ensure smooth operation. 2. Developing and implementing audit plans to assess risk, identify potential issues, and evaluate existing internal control systems. 3. Preparing and presenting audit findings to senior management, offering recommendations for improvements. 4. Coordinating with external auditors to ensure a successful and efficient completion of the audit process. 5. Providing guidance and leadership to junior audit staff, fostering a positive and collaborative work environment. 6. Ensuring compliance with all applicable laws, regulations, and standards. 7. Continually developing knowledge regarding sector trends, audit best practices, and changes in local, state, and federal laws to ensure appropriateness of audit process. 8. Performing ad-hoc audits or reviews as requested by senior management. Qualifications 1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree or CPA certification is highly preferred. 2. A minimum of 5 years of experience in auditing, with a proven track record of managing and leading audit teams. 3. Strong knowledge of auditing principles and practices, and the analysis and reporting of financial data. 4. Proficiency in using auditing software and Microsoft Office Suite. 5. Excellent communication skills, both written and verbal, with the ability to effectively communicate complex financial information to a variety of audiences. 6. Demonstrated ability to handle multiple projects simultaneously, with an eye for prioritization and detail. 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:
03/09/2026
Full time
$130,000 - $155,000 - Awesome Organization offering growth, true work life balance & premiere benefits! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $155,000 per year A bit about us: We are a top 30 public accounting firm with a strong reputation for our work life balance, compensation, and culture. We are looking for an experienced Audit Manager to join our team. Why join us? Compensation: 125-155K + Sign on Bonus + Annual Bonus + so much more! Competitive Salaries and Wages: 1. Work-Life Balance: 2. Health Insurance: We provide some of the best health insurance employers can offer. 3. 401K / Retirement Savings Plans 4. Flexible Working Hours: We value the opportunity to work flexible hours. 5. 5+ weeks of PTO / Vacation Days + Paid Holidays & much more! 6. Professional Development Opportunities: 7. Wellness Programs: Job Details As an Audit Manager, you will play a pivotal role in managing and coordinating the internal audit activities within the organization. This position will require a keen eye for detail, a strong understanding of accounting principles, and a commitment to maintaining the highest level of integrity and professionalism. As an Audit Manager, your primary responsibilities will include: 1. Overseeing and managing the internal audit department to ensure smooth operation. 2. Developing and implementing audit plans to assess risk, identify potential issues, and evaluate existing internal control systems. 3. Preparing and presenting audit findings to senior management, offering recommendations for improvements. 4. Coordinating with external auditors to ensure a successful and efficient completion of the audit process. 5. Providing guidance and leadership to junior audit staff, fostering a positive and collaborative work environment. 6. Ensuring compliance with all applicable laws, regulations, and standards. 7. Continually developing knowledge regarding sector trends, audit best practices, and changes in local, state, and federal laws to ensure appropriateness of audit process. 8. Performing ad-hoc audits or reviews as requested by senior management. Qualifications 1. A bachelor's degree in Accounting, Finance, or a related field. A master's degree or CPA certification is highly preferred. 2. A minimum of 5 years of experience in auditing, with a proven track record of managing and leading audit teams. 3. Strong knowledge of auditing principles and practices, and the analysis and reporting of financial data. 4. Proficiency in using auditing software and Microsoft Office Suite. 5. Excellent communication skills, both written and verbal, with the ability to effectively communicate complex financial information to a variety of audiences. 6. Demonstrated ability to handle multiple projects simultaneously, with an eye for prioritization and detail. 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:
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. PORTFOLIO MANAGER - WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for advisors. Ensure that advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the central point of the relationship. Prepare client presentations. Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. Facilitate and conduct individual meetings and presentations. Operate and represent RBC Rochdale with the highest level of integrity and work ethic. Account and Portfolio Management Manage an assigned group of investment portfolios. Work closely with clients and advisors, advising them on strategies to achieve investment goals. Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. Trade implementation and strategic rebalancing for new and existing client accounts. Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. Manage cash flow, reinvestment and liquidity requirements. Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. Attend client meetings. Business Development Work with advisors to acquire new business, work on bringing in additional assets from existing clients. Investment Strategy/Trading and Research Demonstrate expert knowledge of both internal and external investment solutions. Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) Risk Management and Compliance Follow appropriate Regulation 9 process. Accurately complete various compliance related reporting in a timely manner. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Master's Degree A minimum of 10 years of investment management experience CFA - Charter Financial Analyst FINRA Series 7 and 66 securities WHAT'S IN IT FOR YOU? Compensation Starting base salary: $122,548 - $208,711 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.
03/09/2026
Full time
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. PORTFOLIO MANAGER - WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? Relationship Management Expand and deepen relationships with financial advisors and clients. Act in a leadership role and as technical resource for advisors. Ensure that advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Handle advisor and client communication. Serve as the central point of the relationship. Prepare client presentations. Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. Facilitate and conduct individual meetings and presentations. Operate and represent RBC Rochdale with the highest level of integrity and work ethic. Account and Portfolio Management Manage an assigned group of investment portfolios. Work closely with clients and advisors, advising them on strategies to achieve investment goals. Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. Trade implementation and strategic rebalancing for new and existing client accounts. Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. Manage cash flow, reinvestment and liquidity requirements. Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. Attend client meetings. Business Development Work with advisors to acquire new business, work on bringing in additional assets from existing clients. Investment Strategy/Trading and Research Demonstrate expert knowledge of both internal and external investment solutions. Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) Risk Management and Compliance Follow appropriate Regulation 9 process. Accurately complete various compliance related reporting in a timely manner. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Master's Degree A minimum of 10 years of investment management experience CFA - Charter Financial Analyst FINRA Series 7 and 66 securities WHAT'S IN IT FOR YOU? Compensation Starting base salary: $122,548 - $208,711 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.
Diagnostic Radiology Physician Opportunity Job Details Start: To be determined Setting: Remote Call Required: N/A Specialty: Diagnostic Radiology; Radiology; Imaging Provider Class: Physician Location: WI Requirements License Requirements: Other Board Status: Board Certified Working with Floyd Lee Locums Floyd Lee Locums is the original concierge locums staffing company. A NALTO member, we have impeccable relationships with facilities in all settings. We offer complimentary salary and contract negotiation, travel and lodging services, expert licensing and credentialing support, and more. See below for more details about the benefits of working with Floyd Lee Locums: Superior malpractice coverage Travel and lodging coordination, including assisting family members and incorporating your travel preferences A concierge team to assist with dinner plans, pet care, gift giving, and locating community resources such as gyms and churches to make you feel more at home in your new destination One point of contact: a specialty-specific senior healthcare consultant with extensive locums background available 24/7. Call us at to connect. A panel of locums work style experts at your disposal in various disciplines, including legal support, benefits administration, financial planning, tax planning, and many others About Floyd Lee Locums As a six-time winner of Staffing Industry Analysts (SIA) 'Best Staffing Firm to Temp For,' including four Grand Prize wins, we know how to provide you with an elite concierge locum tenens experience tailored to your unique needs and desires. We are more than your recruiters; we are your partner and behind-the-scenes staff taking care of everything we can for you professionally and personally. Our team is here for you every step of your locums journey, from licensing and credentialing to a recruiter who understands your goals and advocates for them. With Floyd Lee Locums, we want you to live the life you crave. Let Floyd Lee Locums be your career concierge. Isnt it time someone took care of you? Call us at to get started. What is locum tenens? Locum tenens jobs are short-term assignments that fill gaps in staffing at healthcare facilities. They address provider shortages, surges in patient volume, seasonal demands, and even cover for clinicians who are out on leave. Locum tenens clinicians are 1099 independent contractors. They fill roles ranging from one week to over a year and can be part-time or on a varying schedule, offering clinicians an opportunity to supplement income and work a flexible schedule. Locum tenens clinicians can earn a significantly higher rate than their counterparts. Many providers choose to do locums as a career, earning more and having control over their own schedule. The post Locum Tenens Diagnostic Radiology;Radiology;Imaging Physician Assignment In WI appeared first on Floyd Lee Locums .
03/09/2026
Full time
Diagnostic Radiology Physician Opportunity Job Details Start: To be determined Setting: Remote Call Required: N/A Specialty: Diagnostic Radiology; Radiology; Imaging Provider Class: Physician Location: WI Requirements License Requirements: Other Board Status: Board Certified Working with Floyd Lee Locums Floyd Lee Locums is the original concierge locums staffing company. A NALTO member, we have impeccable relationships with facilities in all settings. We offer complimentary salary and contract negotiation, travel and lodging services, expert licensing and credentialing support, and more. See below for more details about the benefits of working with Floyd Lee Locums: Superior malpractice coverage Travel and lodging coordination, including assisting family members and incorporating your travel preferences A concierge team to assist with dinner plans, pet care, gift giving, and locating community resources such as gyms and churches to make you feel more at home in your new destination One point of contact: a specialty-specific senior healthcare consultant with extensive locums background available 24/7. Call us at to connect. A panel of locums work style experts at your disposal in various disciplines, including legal support, benefits administration, financial planning, tax planning, and many others About Floyd Lee Locums As a six-time winner of Staffing Industry Analysts (SIA) 'Best Staffing Firm to Temp For,' including four Grand Prize wins, we know how to provide you with an elite concierge locum tenens experience tailored to your unique needs and desires. We are more than your recruiters; we are your partner and behind-the-scenes staff taking care of everything we can for you professionally and personally. Our team is here for you every step of your locums journey, from licensing and credentialing to a recruiter who understands your goals and advocates for them. With Floyd Lee Locums, we want you to live the life you crave. Let Floyd Lee Locums be your career concierge. Isnt it time someone took care of you? Call us at to get started. What is locum tenens? Locum tenens jobs are short-term assignments that fill gaps in staffing at healthcare facilities. They address provider shortages, surges in patient volume, seasonal demands, and even cover for clinicians who are out on leave. Locum tenens clinicians are 1099 independent contractors. They fill roles ranging from one week to over a year and can be part-time or on a varying schedule, offering clinicians an opportunity to supplement income and work a flexible schedule. Locum tenens clinicians can earn a significantly higher rate than their counterparts. Many providers choose to do locums as a career, earning more and having control over their own schedule. The post Locum Tenens Diagnostic Radiology;Radiology;Imaging Physician Assignment In WI appeared first on Floyd Lee Locums .
SUPERVISOR MORTGAGE SUPPORT WHAT IS THE OPPORTUNITY? The Mortgage Support Supervisor provides leadership, guidance and support to a team of mortgage support specialists who complete fulfillment support tasks such as analyze condo/coop project documentation, document indexing, appraisal/flood/title ordering, and project approval reviews. Direct management responsibilities include, but are not limited to, review of daily and monthly productivity metrics and overall task management. This includes but is not limited to -task monitoring, loan quality results, proactively managing issues and escalating to management as necessary and adherence to all other departmental SLA's. WHAT WILL YOU DO? Oversee the analysis of condo project documentation: Manage and guide the team in reviewing and interpreting condominium project documents to ensure accuracy and completeness. Evaluate compliance with agency and lender requirements: Direct the assessment of condominium projects to determine if they meet the standards of relevant agencies and lenders, including Fannie Mae, Freddie Mac, FHA, VA, and others. This includes evaluating financial viability, occupancy rates, and potential risks. Secure project approvals for condo and co-op projects: Lead the process of obtaining necessary approvals for various condominium and cooperative projects, ensuring alignment with organizational and regulatory standards. Responsible for effectively managing the team pipeline to ensure all departmental SLA's are met and/or exceeded. Responsible for training, motivating and counseling staff and holds every colleague on their team accountable for results including compliance and all metrics set forth by management. Ensures all colleagues on their team operate in accordance with the established workflow. Serves as a single point of contact for all escalated matters. Develop relationships with other leaders and staff to promote a positive and customer centric environment. Monitor and assess team performance and activities. Other duties as/or assigned by management. Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded. All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Minimum 5 years of mortgage experience including management in a mortgage banking company or related financial institution required. Minimum 5 years of experience working with FNMA/FHLMC guidelines and standard industry guidelines required. Minimum 5 years of experience of state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required Bachelor's degree preferred. Empower LOS preferred. Additional Qualifications Must be detailed oriented and possess management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills sufficient to interact with staff, internal and external contacts. Proficient computer skills with experience using Microsoft Office Suite and Empower LOS. Very good analytical skills are beneficial. Ability to pay close attention to detail, and work under deadlines WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 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.
03/09/2026
Full time
SUPERVISOR MORTGAGE SUPPORT WHAT IS THE OPPORTUNITY? The Mortgage Support Supervisor provides leadership, guidance and support to a team of mortgage support specialists who complete fulfillment support tasks such as analyze condo/coop project documentation, document indexing, appraisal/flood/title ordering, and project approval reviews. Direct management responsibilities include, but are not limited to, review of daily and monthly productivity metrics and overall task management. This includes but is not limited to -task monitoring, loan quality results, proactively managing issues and escalating to management as necessary and adherence to all other departmental SLA's. WHAT WILL YOU DO? Oversee the analysis of condo project documentation: Manage and guide the team in reviewing and interpreting condominium project documents to ensure accuracy and completeness. Evaluate compliance with agency and lender requirements: Direct the assessment of condominium projects to determine if they meet the standards of relevant agencies and lenders, including Fannie Mae, Freddie Mac, FHA, VA, and others. This includes evaluating financial viability, occupancy rates, and potential risks. Secure project approvals for condo and co-op projects: Lead the process of obtaining necessary approvals for various condominium and cooperative projects, ensuring alignment with organizational and regulatory standards. Responsible for effectively managing the team pipeline to ensure all departmental SLA's are met and/or exceeded. Responsible for training, motivating and counseling staff and holds every colleague on their team accountable for results including compliance and all metrics set forth by management. Ensures all colleagues on their team operate in accordance with the established workflow. Serves as a single point of contact for all escalated matters. Develop relationships with other leaders and staff to promote a positive and customer centric environment. Monitor and assess team performance and activities. Other duties as/or assigned by management. Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded. All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Minimum 5 years of mortgage experience including management in a mortgage banking company or related financial institution required. Minimum 5 years of experience working with FNMA/FHLMC guidelines and standard industry guidelines required. Minimum 5 years of experience of state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required Bachelor's degree preferred. Empower LOS preferred. Additional Qualifications Must be detailed oriented and possess management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills sufficient to interact with staff, internal and external contacts. Proficient computer skills with experience using Microsoft Office Suite and Empower LOS. Very good analytical skills are beneficial. Ability to pay close attention to detail, and work under deadlines WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 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.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a One Medical Phlebotomist/Administrative Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: An active Medical Assistant certification from the National Healthcareer Association (NHA), the American Association of Medical Assistants (AAMA), the National Center for Competency Testing (NCCT), the American Medical Certification Association (AMCA), the National Association for Health Professionals (NAHP), the National Certification Medical Association (NCMA), or registration from the American Medical Technologists (AMT), or any other recognized certifying body approved by the Board Graduated from a postsecondary Medical Assistant program accredited by either the Commission on Accreditation of Allied Health Education Programs (CAAHEP), the Accrediting Bureau of Health Education Schools (ABHES), another accrediting organization recognized by the United States Department of Education At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:00pm based in our Edgewater, NJ office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S . click apply for full job details
03/09/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a One Medical Phlebotomist/Administrative Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: An active Medical Assistant certification from the National Healthcareer Association (NHA), the American Association of Medical Assistants (AAMA), the National Center for Competency Testing (NCCT), the American Medical Certification Association (AMCA), the National Association for Health Professionals (NAHP), the National Certification Medical Association (NCMA), or registration from the American Medical Technologists (AMT), or any other recognized certifying body approved by the Board Graduated from a postsecondary Medical Assistant program accredited by either the Commission on Accreditation of Allied Health Education Programs (CAAHEP), the Accrediting Bureau of Health Education Schools (ABHES), another accrediting organization recognized by the United States Department of Education At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:00pm based in our Edgewater, NJ office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S . click apply for full job details
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a Float Medical Assistant (internally called Lab Services Specialist/ Member Support Specialist) at One Medical, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinators, Operations Manager, or providers. Our Flex Lab Services Specialist/Member Support Specialist support multiple offices in a Market. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or task One Medical is committed to fair and equitable compensation practices. The range for this role is $25.75 to $27.75 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hrs/week) with 8 hr shifts generally taking place Mon-Fri between 7:30a-6:30p based in our Seaport, 50 Staniford, FiDi, Copley, South End, and Fenway offices in Boston, MA. Flex Lab Services Specialists/Member Support Specialists lend support to multiple One Medical locations in a market. Location and schedules are subject to change. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
03/09/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a Float Medical Assistant (internally called Lab Services Specialist/ Member Support Specialist) at One Medical, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinators, Operations Manager, or providers. Our Flex Lab Services Specialist/Member Support Specialist support multiple offices in a Market. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or task One Medical is committed to fair and equitable compensation practices. The range for this role is $25.75 to $27.75 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hrs/week) with 8 hr shifts generally taking place Mon-Fri between 7:30a-6:30p based in our Seaport, 50 Staniford, FiDi, Copley, South End, and Fenway offices in Boston, MA. Flex Lab Services Specialists/Member Support Specialists lend support to multiple One Medical locations in a market. Location and schedules are subject to change. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a One Medical Phlebotomist/Administrative Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: An active Medical Assistant certification from the National Healthcareer Association (NHA), the American Association of Medical Assistants (AAMA), the National Center for Competency Testing (NCCT), the American Medical Certification Association (AMCA), the National Association for Health Professionals (NAHP), the National Certification Medical Association (NCMA), or registration from the American Medical Technologists (AMT), or any other recognized certifying body approved by the Board Graduated from a postsecondary Medical Assistant program accredited by either the Commission on Accreditation of Allied Health Education Programs (CAAHEP), the Accrediting Bureau of Health Education Schools (ABHES), another accrediting organization recognized by the United States Department of Education At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:00pm based in our Edgewater, NJ office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S . click apply for full job details
03/09/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a One Medical Phlebotomist/Administrative Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: An active Medical Assistant certification from the National Healthcareer Association (NHA), the American Association of Medical Assistants (AAMA), the National Center for Competency Testing (NCCT), the American Medical Certification Association (AMCA), the National Association for Health Professionals (NAHP), the National Certification Medical Association (NCMA), or registration from the American Medical Technologists (AMT), or any other recognized certifying body approved by the Board Graduated from a postsecondary Medical Assistant program accredited by either the Commission on Accreditation of Allied Health Education Programs (CAAHEP), the Accrediting Bureau of Health Education Schools (ABHES), another accrediting organization recognized by the United States Department of Education At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:00pm based in our Edgewater, NJ office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S . click apply for full job details
JOIN Soarion Credit Union in 2026 We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays! Job Summary: The Senior Member Advisor serves as the lead service and operational expert on the financial center floor. This role is accountable for delivering exceptional member experiences, performing a full range of financial services, modeling service excellence, and supporting the growth of the financial center through strong relationship-building and proactive engagement. Senior Member Advisors lead by example in every interaction, demonstrating the credit union's values, maintaining high operational standards, and providing peer coaching to ensure the entire team consistently meets all service, growth, and operational efficiency expectations. Supervisory Responsibilities: Does not have supervisory responsibilities. Work Location: This is an onsite position that may be asked to float between our Summit Church or Schertz Financial Centers. Occasional remote work may be available for select positions and is subject to prior approval by management. Essential Functions & Responsibilities: Member Experience Ownership Own the consistent delivery of exceptional member experiences within the financial center. Personally greet and engage members with professionalism, energy, and a genuine commitment to meeting their financial needs. Set the standard for personalized service, proactively identifying member needs and delivering tailored solutions. Serve as the first level of escalation for member concerns, taking full ownership to resolve issues promptly and effectively without unnecessary handoff, ensuring outcomes that build trust and loyalty. Actively promote credit union products and services that support members' financial well-being. Member Service ExecutionPerform all member service functions, including teller transactions, new membership openings, account maintenance, and origination of all types of consumer loans.Flex across all service areas as needed to ensure efficient operations and meet member demand during peak traffic periods.Maintain expert-level knowledge of credit union products, services, procedures and policies to confidently support a wide range of member needs and frontline staff. Ensure all member interactions are handled accurately, efficiently, and in alignment with service expectations. Floor Leadership & Peer CoachingProvide informal leadership on the floor by modeling exemplary service behaviors and operational best practices.Coach Member Advisors in real time to strengthen their service delivery, transactional accuracy, and consultative skills.Encourage and guide peers to adopt consistent, high-quality approaches to greeting, engaging, and assisting members.Demonstrate initiative by identifying service or operational improvements and addressing them or escalating appropriately.Share feedback with management regarding observed skill gaps, training needs, and service opportunities to support continuous improvement. Operational Excellence & ComplianceOversee the day-to-day execution of frontline operations to ensure accuracy, efficiency, and adherence to all credit union policies and procedures.Maintain audit-ready standards through diligent cash handling, balancing, documentation, and risk management practices.Serve as the primary on-floor resource for operational questions and guidance, helping maintain consistent, compliant processes among the team.Adapt quickly to changes in procedures, technology, or member needs while maintaining a positive, solutions-focused approach.Apply strong critical thinking and problem-solving skills to address operational challenges effectively and maintain smooth daily operations. Member Relationship Development & GrowthBuild and sustain strong, trust-based relationships with members by actively listening, demonstrating empathy, and delivering thoughtful financial solutions.Identify opportunities to deepen member relationships through cross-selling, referrals, and proactive outreach.Meet personal goals and support the team in achieving theirs through coaching, focus, and collaboration on growth, engagement, and operational excellence.Take responsibility for maintaining elevated levels of member satisfaction that contribute to the credit union's long-term success. Cultural Leadership & Values AlignmentConsistently demonstrate and reinforce the credit union's values, mission, and service culture in all interactions with members and colleagues.Promote an inclusive, respectful, and collaborative environment within the financial center team.Maintain a positive, enthusiastic presence on the floor, helping foster an energizing and motivating atmosphere for both members and staff.Actively participate in continuous improvement efforts by sharing ideas and feedback to enhance the member experience and operational efficiency.Demonstrate commitment to continuous learning by participating in training, staying informed about products and policies, and applying new knowledge to improve service delivery. Knowledge and Skills: Proven ability to deliver exceptional, personalized member service with a consultative, relationship-building approach. Advanced knowledge of credit union products, services, policies, procedures, and compliance requirements. Strong operational expertise in performing accurate teller transactions, opening new memberships, and originating all types of consumer loans. Ability to serve as the on-floor resource for operational questions, demonstrating mastery of daily processes and risk controls. Skilled in coaching and mentoring peers informally to reinforce service excellence, operational accuracy, and credit union values. Effective communication and people skills to build trust and rapport with members and support a collaborative team environment. Capacity to identify member needs proactively and deliver tailored solutions that support growth, product adoption, and engagement goals. Commitment to upholding strict confidentiality, ethical standards, and maintaining an audit-ready work environment. Ability to adapt to changing procedures, technology, and member expectations while maintaining a positive, enthusiastic, and professional demeanor. Proficiency in using credit union systems and tools to ensure accurate, efficient service and support training of less experienced staff. Education and Experience: High school diploma or equivalent required; associate's degree in business administration, Finance, or a related field preferred. 1-3 years of relevant experience in a financial institution or retail banking; credit union experience highly preferred with a strong understanding of member-first service. Proficient in 10-key data entry by touch, ensuring speed and accuracy in transactions. Demonstrated ability to operate standard office equipment and computer systems efficiently and accurately. Excellent interpersonal, organizational, and telephone etiquette skills, with a professional and member-focused approach. Effective communication skills, both written and verbal, with the ability to explain complex information clearly and confidently. Solid working knowledge of PCs, including proficiency with word processing, spreadsheets, and Internet/intranet applications. Proven ability to exercise sound judgment, problem-solving and critical thinking skills, and maintain confidentiality in all interactions. Physical Requirements: Primarily sedentary role, requiring the ability to remain seated and perform desk-based work for approximately seven (7) hours per day. Ability to bend, stoop, walk, and navigate stairs for up to one (1) hour per day as needed to support member service and operational tasks. Ability to lift, move, or transfer equipment, supplies, or materials weighing up to 15 pounds. Special Requirements Must be bondable. Availability to work outside normal business hours or Saturdays, as needed. May be required to travel locally and work at other branches as needed. We are Committed to Equal Opportunity. Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment. Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at . PI4b0aa5-
03/09/2026
Full time
JOIN Soarion Credit Union in 2026 We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays! Job Summary: The Senior Member Advisor serves as the lead service and operational expert on the financial center floor. This role is accountable for delivering exceptional member experiences, performing a full range of financial services, modeling service excellence, and supporting the growth of the financial center through strong relationship-building and proactive engagement. Senior Member Advisors lead by example in every interaction, demonstrating the credit union's values, maintaining high operational standards, and providing peer coaching to ensure the entire team consistently meets all service, growth, and operational efficiency expectations. Supervisory Responsibilities: Does not have supervisory responsibilities. Work Location: This is an onsite position that may be asked to float between our Summit Church or Schertz Financial Centers. Occasional remote work may be available for select positions and is subject to prior approval by management. Essential Functions & Responsibilities: Member Experience Ownership Own the consistent delivery of exceptional member experiences within the financial center. Personally greet and engage members with professionalism, energy, and a genuine commitment to meeting their financial needs. Set the standard for personalized service, proactively identifying member needs and delivering tailored solutions. Serve as the first level of escalation for member concerns, taking full ownership to resolve issues promptly and effectively without unnecessary handoff, ensuring outcomes that build trust and loyalty. Actively promote credit union products and services that support members' financial well-being. Member Service ExecutionPerform all member service functions, including teller transactions, new membership openings, account maintenance, and origination of all types of consumer loans.Flex across all service areas as needed to ensure efficient operations and meet member demand during peak traffic periods.Maintain expert-level knowledge of credit union products, services, procedures and policies to confidently support a wide range of member needs and frontline staff. Ensure all member interactions are handled accurately, efficiently, and in alignment with service expectations. Floor Leadership & Peer CoachingProvide informal leadership on the floor by modeling exemplary service behaviors and operational best practices.Coach Member Advisors in real time to strengthen their service delivery, transactional accuracy, and consultative skills.Encourage and guide peers to adopt consistent, high-quality approaches to greeting, engaging, and assisting members.Demonstrate initiative by identifying service or operational improvements and addressing them or escalating appropriately.Share feedback with management regarding observed skill gaps, training needs, and service opportunities to support continuous improvement. Operational Excellence & ComplianceOversee the day-to-day execution of frontline operations to ensure accuracy, efficiency, and adherence to all credit union policies and procedures.Maintain audit-ready standards through diligent cash handling, balancing, documentation, and risk management practices.Serve as the primary on-floor resource for operational questions and guidance, helping maintain consistent, compliant processes among the team.Adapt quickly to changes in procedures, technology, or member needs while maintaining a positive, solutions-focused approach.Apply strong critical thinking and problem-solving skills to address operational challenges effectively and maintain smooth daily operations. Member Relationship Development & GrowthBuild and sustain strong, trust-based relationships with members by actively listening, demonstrating empathy, and delivering thoughtful financial solutions.Identify opportunities to deepen member relationships through cross-selling, referrals, and proactive outreach.Meet personal goals and support the team in achieving theirs through coaching, focus, and collaboration on growth, engagement, and operational excellence.Take responsibility for maintaining elevated levels of member satisfaction that contribute to the credit union's long-term success. Cultural Leadership & Values AlignmentConsistently demonstrate and reinforce the credit union's values, mission, and service culture in all interactions with members and colleagues.Promote an inclusive, respectful, and collaborative environment within the financial center team.Maintain a positive, enthusiastic presence on the floor, helping foster an energizing and motivating atmosphere for both members and staff.Actively participate in continuous improvement efforts by sharing ideas and feedback to enhance the member experience and operational efficiency.Demonstrate commitment to continuous learning by participating in training, staying informed about products and policies, and applying new knowledge to improve service delivery. Knowledge and Skills: Proven ability to deliver exceptional, personalized member service with a consultative, relationship-building approach. Advanced knowledge of credit union products, services, policies, procedures, and compliance requirements. Strong operational expertise in performing accurate teller transactions, opening new memberships, and originating all types of consumer loans. Ability to serve as the on-floor resource for operational questions, demonstrating mastery of daily processes and risk controls. Skilled in coaching and mentoring peers informally to reinforce service excellence, operational accuracy, and credit union values. Effective communication and people skills to build trust and rapport with members and support a collaborative team environment. Capacity to identify member needs proactively and deliver tailored solutions that support growth, product adoption, and engagement goals. Commitment to upholding strict confidentiality, ethical standards, and maintaining an audit-ready work environment. Ability to adapt to changing procedures, technology, and member expectations while maintaining a positive, enthusiastic, and professional demeanor. Proficiency in using credit union systems and tools to ensure accurate, efficient service and support training of less experienced staff. Education and Experience: High school diploma or equivalent required; associate's degree in business administration, Finance, or a related field preferred. 1-3 years of relevant experience in a financial institution or retail banking; credit union experience highly preferred with a strong understanding of member-first service. Proficient in 10-key data entry by touch, ensuring speed and accuracy in transactions. Demonstrated ability to operate standard office equipment and computer systems efficiently and accurately. Excellent interpersonal, organizational, and telephone etiquette skills, with a professional and member-focused approach. Effective communication skills, both written and verbal, with the ability to explain complex information clearly and confidently. Solid working knowledge of PCs, including proficiency with word processing, spreadsheets, and Internet/intranet applications. Proven ability to exercise sound judgment, problem-solving and critical thinking skills, and maintain confidentiality in all interactions. Physical Requirements: Primarily sedentary role, requiring the ability to remain seated and perform desk-based work for approximately seven (7) hours per day. Ability to bend, stoop, walk, and navigate stairs for up to one (1) hour per day as needed to support member service and operational tasks. Ability to lift, move, or transfer equipment, supplies, or materials weighing up to 15 pounds. Special Requirements Must be bondable. Availability to work outside normal business hours or Saturdays, as needed. May be required to travel locally and work at other branches as needed. We are Committed to Equal Opportunity. Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment. Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at . PI4b0aa5-
Join as a Senior Leader for a Trust Company backed by highly ranked public accounting firm, small team environment, bring your leaderships, best ideas and earn exceptional benefits and growth! This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,000 - $160,000 per year A bit about us: We are a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, we provide unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills. Why join us? We are small, you can make a big impact, but we are owned by a highly successful and award winning Public Accounting Firm. Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. Rest and Relaxation. 18 days paid time off, 8 paid holidays, Health Benefits. Medical with HSA and FSA options, dental, and vision. Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance. Give back. Get paid to give your time to the community: ask us about this! Educational Benefits. Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses. Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Job Details Primary Purpose: This role will act as Compliance Officer for our organization as well as oversee all aspects of Trust Operations function. This includes designing and implementing operations systems to streamline business operations and maximize revenue. This role requires ability to manage process and people as well as efficiently translate strategic vision into actionable tasks. This person is the AML/BSA expert internally and creates actionable and proactive compliance policy and procedure to mitigate risk. This position is hybrid with some in office expectation as well as opportunity to work remotely. Candidate must live in, or be open to relocating to Sioux Falls, SD. Responsibilities Include but are not Limited to: Oversees all aspects of Trust Operations function Responsible for the leadership of all Trust Operations and Administrative staff Manages, implements and owns all technology solutions including updates and employee training; research and recommend changes when necessary Manage new initiatives and efficiency projects Responsible for compliance and due diligence including monthly, quarterly and annual process and creating internal audit program AML/BSA Compliance Officer Quarterly and annual reporting for SDDB Prepare and participate in annual audits Responsible for continuous improvement including constantly analyzing existing processes and optimizing for accuracy and efficiency Independently identify priorities and opportunities for interdepartmental improvements Ability to analyze data to help drive decision making With direction from President, implement business strategy Preferred Qualifications and Skills: AML/BSA Expertise Required Expertise in trust operations required Demonstrated ability to provide quality and proactive solutions to clients Ability and desire to help grow the organization while maintaining exemplary client service Desire to proactively ask for and take feedback on performance and ability to implement changes as necessary Willingness to promote to a small office environment which can, at times, include contributing in ways that may not directly corelate to the candidate's skill set or job description Excellent organizational and interpersonal skills Creative problem-solving ability Ability to exercise professional and technical discretion on matters of significance Demonstrated ability to manage multiple tasks simultaneously and problem solve Strong written and communication skills Meticulous follow-up skills Excellent verbal and written communication skills. Excellent customer service skills Exceptional attention to detail Time management skills with a proven ability to meet deadlines Analytical and problem-solving skills Strong supervisory and leadership skills Ability to prioritize tasks and to delegate them when appropriate Ability to function well in a high-paced and at times stressful environment Proficient with Microsoft Office Suite or related software 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:
03/09/2026
Full time
Join as a Senior Leader for a Trust Company backed by highly ranked public accounting firm, small team environment, bring your leaderships, best ideas and earn exceptional benefits and growth! This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,000 - $160,000 per year A bit about us: We are a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, we provide unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills. Why join us? We are small, you can make a big impact, but we are owned by a highly successful and award winning Public Accounting Firm. Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. Rest and Relaxation. 18 days paid time off, 8 paid holidays, Health Benefits. Medical with HSA and FSA options, dental, and vision. Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance. Give back. Get paid to give your time to the community: ask us about this! Educational Benefits. Whether you are studying for your industry certifications, or currently enrolled in higher education, we can help cover some of those expenses. Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Job Details Primary Purpose: This role will act as Compliance Officer for our organization as well as oversee all aspects of Trust Operations function. This includes designing and implementing operations systems to streamline business operations and maximize revenue. This role requires ability to manage process and people as well as efficiently translate strategic vision into actionable tasks. This person is the AML/BSA expert internally and creates actionable and proactive compliance policy and procedure to mitigate risk. This position is hybrid with some in office expectation as well as opportunity to work remotely. Candidate must live in, or be open to relocating to Sioux Falls, SD. Responsibilities Include but are not Limited to: Oversees all aspects of Trust Operations function Responsible for the leadership of all Trust Operations and Administrative staff Manages, implements and owns all technology solutions including updates and employee training; research and recommend changes when necessary Manage new initiatives and efficiency projects Responsible for compliance and due diligence including monthly, quarterly and annual process and creating internal audit program AML/BSA Compliance Officer Quarterly and annual reporting for SDDB Prepare and participate in annual audits Responsible for continuous improvement including constantly analyzing existing processes and optimizing for accuracy and efficiency Independently identify priorities and opportunities for interdepartmental improvements Ability to analyze data to help drive decision making With direction from President, implement business strategy Preferred Qualifications and Skills: AML/BSA Expertise Required Expertise in trust operations required Demonstrated ability to provide quality and proactive solutions to clients Ability and desire to help grow the organization while maintaining exemplary client service Desire to proactively ask for and take feedback on performance and ability to implement changes as necessary Willingness to promote to a small office environment which can, at times, include contributing in ways that may not directly corelate to the candidate's skill set or job description Excellent organizational and interpersonal skills Creative problem-solving ability Ability to exercise professional and technical discretion on matters of significance Demonstrated ability to manage multiple tasks simultaneously and problem solve Strong written and communication skills Meticulous follow-up skills Excellent verbal and written communication skills. Excellent customer service skills Exceptional attention to detail Time management skills with a proven ability to meet deadlines Analytical and problem-solving skills Strong supervisory and leadership skills Ability to prioritize tasks and to delegate them when appropriate Ability to function well in a high-paced and at times stressful environment Proficient with Microsoft Office Suite or related software 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. 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COMPLIANCE OFFICER SENIOR-MORTGAGE ORIGINATION WHAT IS THE OPPORTUNITY? The Compliance Officer Senior - Mortgage is responsible for managing and maintaining assigned areas of the compliance program covering U.S. Mortgage Banking including monitoring business area compliance with applicable laws and regulations, ensuring controls are in place to mitigate compliance risk. Maintaining regulatory change management, policies and procedures, training, and advisory matters for mortgage lending compliance. This role is responsible for directly managing oversight of the U.S. Mortgage Banking division, assisting business areas to implement corrective actions or procedural changes, and applying a risk-based approach. WHAT WILL YOU DO? Serve as a mortgage compliance subject matter expert for assigned areas. Review marketing materials for business areas or products including mortgage ensuring materials comply with regulatory and business standards. Manage regulatory change management and participate with business areas supported such as mortgage, in addition to other business areas or support functions Monitor legislative/regulatory/enforcement activity and trends for impacts to business line activities. Provide mortgage compliance advice and guidance to business areas and with assigned business projects. Assist with regulatory examination and serve as liaison with regulators. Manage assigned staff and conduct appropriate coaching to colleagues on interpretation and application of regulatory requirements to business processes. Develop and maintain compliance policies and standards that address key risk activities. Implement any corrective actions or risk mitigation measures and track, report and validate corrective actions. Provide support in risk assessments and internal audits. Review and document procedures to ensure secure maintenance and quality of records. Comply fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Truth in Lending Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of lending, compliance, and regulatory reporting. Minimum 5 years of financial services experience Additional Qualifications Advance knowledge in mortgage oringination compliance (highly preferred) Advanced knowledge of banking compliance laws and regulations, as related to mortgage lending, and mortgage banking operations (Examples include but are not limited to: ECOA/Regulation B, FCRA , Flood Disaster Protection Act, Truth in Savings Act, SCRA, HMDA, RESPA, TILA, Regulation O, Regulation W. Ability to analyze complex situations and provide guidance, make recommendations, and/or escalate issues to appropriate levels of management. Ability to interact with federal regulatory agencies. Ability to operate effectively in a fast-paced environment. Excellent organizational and analytical skills. Ability to communicate clearly and professionally with all levels of an organization. Excellent written and verbal communications skills. Effective interpersonal skills. Excellent time management skills and be accustomed to working with deadlines. Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM) or Certified Mortgage Compliance Professional (CMCP) Preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 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.
03/09/2026
Full time
COMPLIANCE OFFICER SENIOR-MORTGAGE ORIGINATION WHAT IS THE OPPORTUNITY? The Compliance Officer Senior - Mortgage is responsible for managing and maintaining assigned areas of the compliance program covering U.S. Mortgage Banking including monitoring business area compliance with applicable laws and regulations, ensuring controls are in place to mitigate compliance risk. Maintaining regulatory change management, policies and procedures, training, and advisory matters for mortgage lending compliance. This role is responsible for directly managing oversight of the U.S. Mortgage Banking division, assisting business areas to implement corrective actions or procedural changes, and applying a risk-based approach. WHAT WILL YOU DO? Serve as a mortgage compliance subject matter expert for assigned areas. Review marketing materials for business areas or products including mortgage ensuring materials comply with regulatory and business standards. Manage regulatory change management and participate with business areas supported such as mortgage, in addition to other business areas or support functions Monitor legislative/regulatory/enforcement activity and trends for impacts to business line activities. Provide mortgage compliance advice and guidance to business areas and with assigned business projects. Assist with regulatory examination and serve as liaison with regulators. Manage assigned staff and conduct appropriate coaching to colleagues on interpretation and application of regulatory requirements to business processes. Develop and maintain compliance policies and standards that address key risk activities. Implement any corrective actions or risk mitigation measures and track, report and validate corrective actions. Provide support in risk assessments and internal audits. Review and document procedures to ensure secure maintenance and quality of records. Comply fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Truth in Lending Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 7 years of lending, compliance, and regulatory reporting. Minimum 5 years of financial services experience Additional Qualifications Advance knowledge in mortgage oringination compliance (highly preferred) Advanced knowledge of banking compliance laws and regulations, as related to mortgage lending, and mortgage banking operations (Examples include but are not limited to: ECOA/Regulation B, FCRA , Flood Disaster Protection Act, Truth in Savings Act, SCRA, HMDA, RESPA, TILA, Regulation O, Regulation W. Ability to analyze complex situations and provide guidance, make recommendations, and/or escalate issues to appropriate levels of management. Ability to interact with federal regulatory agencies. Ability to operate effectively in a fast-paced environment. Excellent organizational and analytical skills. Ability to communicate clearly and professionally with all levels of an organization. Excellent written and verbal communications skills. Effective interpersonal skills. Excellent time management skills and be accustomed to working with deadlines. Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM) or Certified Mortgage Compliance Professional (CMCP) Preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 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.
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
03/09/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
03/09/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 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.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.
03/08/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
03/08/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
03/08/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
03/08/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. Program Overview The Advanced Care Partner Program creates a team-care structure to collaborate with PCPs who are managing complex patient panels. The ACP "care team" model pairs a highly clinically experienced provider (ACP) with a PCP to collaborate closely by sharing the care and continuity management of the patient panel. The PCP's task queue provides the focus of this collaborative platform whereby the Advanced Care Partner devotes their work to keeping all categories within SLAs, provides real time responses to patient messages, follows up with chronic care monitoring and management, and intimately understands the patient panel "as their own", such that complex patients are known well, medical issues are managed efficiently, highest quality conversations engage patients' trust, and continuity of care between the patient and two providers is seamless and exemplary. Further, the ACP care-team model promotes career-sustainability, mitigates the potential for decision fatigue, prevents practice isolation, and addresses burn-out risk factors. The program prioritizes well-being and belonging for both patients and PCPs. Advanced Care Partner Role: The Advanced Care Partner is a full-time, remote clinician who works business hours live online with a team of PCP peers, a clinical supervisor, and the Clinical Case Management team of Care Navigators and nurses, as needed, for highly complex cases. The ACP will partner with approximately 5 PCPs and their patient panels, owning these shared panels with longitudinal accountability over time. The ACP is responsible for maintaining task category SLAs, including but not limited to: Answering clinical questions from patients and engaging in clinical dialogue to complete these conversations. Clinical decision-making resulting from information coming from messages, lab results, and consults. Owning medication changes, titrations, and adjustments for chronic conditions as needed. Providing video visits and phone follow-up care as needed. Completing clinical paperwork such as disability, FMLA, home health sign-offs. Attention to closing patient care gaps, creating orders and follow up as needed Processing Consults and providing related follow up management/care as needed. Referrals to and collaboration with Clinical Case Management. Providing urgent visit patient scheduling as needed. Providing continuity of care longitudinally. Participating as an active member of the care team including real-time Slack room responses, attending huddles, presenting cases, providing support to CCM team members. Employment type: 40 hours per week. Business hours schedule; must be able to work in two time zones Occasional weekend/holiday coverage required Remote live video/phone/slack Reports to the Medical Director, Advanced Care Partner Program Your Qualifications: 5+ years experience as an FNP/PA Remote/virtual medical care deep practice experience and proficiency Experience: chronic disease care management, metabolic disease expertise, patient education skills, CGM and EKG data analysis Strength: expertise in managing high risk patient caseload Must be currently licensed in CA You'll be set up for success if you have: Excellent communication and interpersonal skills working collaboratively with colleagues Comfortable and enthusiastic to participate in a team-based care model Practicing at top of scope; challenging the status quo Compassionate, culturally-competent motivational style when communicating with patients and skill in navigating difficult conversations Must be a disciplined self-starter- able to work enthusiastically, creatively, autonomously and efficiently Prior professional experience working with complex patient populations such as terminally ill, unstable co-morbidities, chronic conditions risk reduction High Proficiency of technology, keyboarding and data platforms to deliver high quality care Welcome openness to feedback and reflection to gain productive insight into strengths and growth areas of medical practice and teamwork The ability to confidently problem-solve, manage and own "outside the box" situations with both patients and colleagues This is a full-time virtual role. One Medical is com mitted to fair and equitable compensation practices. The base hourly range for this role is $61.00 to $67.50 per hour based on a full-time schedule. Final determination of starting pay may vary based on factors such as practice experience and patient care schedule. For more information, visit . One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a Medical Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit . This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:30pm based in our Wellesley, MA office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
03/08/2026
Full time
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we're building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity As a Medical Assistant (internally known as Lab Services Specialist/Member Support Specialist) at one of our offices, you'll provide an exceptional experience for our patients and help them accomplish an important part of their care journey by providing venipuncture as well as other clinical support services. You will be an ambassador for patients, with a mastery of human connection and a strong drive for service. You will remove barriers to care, resulting in a truly exceptional in-office patient experience. You are the steward of the space and ensure the look and feel of the office lobby are on brand with the One Medical experience. You will be the first point of contact for our patients, as well as provide any other support as requested by the Practice Coordinator, Operations Manager, or providers. You are a strong team player and use your innovative problem solving skills to tackle various tasks and challenges. You combine excellent specimen collection technique with tactful interpersonal skills during every interaction with your patients, at both the front desk and in the lab. You have a strong grasp of verbal and written communication. You are able to identify opportunities and deliver on customer-centric solutions while using empathy, focus, and compassion in all interactions with patients and teammates. You bring self-awareness to your daily work to utilize your strengths and develop your areas of opportunity. You thrive in cultures that focus on feedback and growth and are nimble in their approach to respond to the needs of the patients and team. You have an unwavering drive to help and serve others and create amazing moments for our members and teammates. If this sounds like you, we would love to connect. What you'll likely work on: Use impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all patient interactions, both clinical and administrative, and ensure a fluid and positive in-office experience through patient intake, same day schedule management, appropriate follow up scheduling, strong knowledge of billing and insurance, monitoring patient feedback and assisting with outreach as necessary Provide best in class venipuncture services on a population ranging from pediatrics to geriatrics, depending on the office location Perform and assist with extended scope duties such as, but not limited to non-blood specimen collection, EKGs/ECGs, vitals, ear lavages, vaccines, PPD tests, and swabs Maintain high standards of in-office care through proper specimen labeling, handling and processing, inventory upkeep, and tool sterilization Continue to care for our members beyond the lab room by answering patient messages, following up on lab cases and assisting our providers and virtual medical team with clerical duties such as, but not limited to biometric screening forms, medical record and consult review, billing inquiries, and DOH reporting All front of house duties including check in/check out, insurance verification, printing/paperwork tasks, prepping tests, tasking to service level expectations etc Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting in office providers with ad hoc asks, etc. Perform opening and closing duties/daily office upkeep as required, including maintaining the look and feel of both patient and employee facing spaces, restocking supplies, and organization Master our technology suite including, but not limited to Slack, G-suite, Zoom, Circulation, RingCentral, and our Electronic Medical Record System, in order to interact with team members and complete daily work These responsibilities are intended to describe the general nature and level of work being performed by personnel assigned to this job classification. They are not to be construed as an exhaustive list of job duties performed by personnel in this classification. Other job related duties may be assigned by management. What you'll need: At least 6 months of relevant experience as a Medical Assistant or Phlebotomist outside of a training/externship environment Strong customer service skills, including ability to establish and maintain effective customer relationships and deliver customer-centric solutions Strong written and verbal communication skills A High School Diploma or equivalent Proficiency in computer technology such as typing, navigating the internet and using multiple software systems simultaneously Experience working on collaborative, diverse, multi-disciplinary teams (additional experience with remote teams a plus) A proven ability to display confidence and instill trust during the collection process while delivering individualized, human-centered, customer-focused care A proven track record of persisting through change, consistently stepping up to take action on challenges, and learning quickly and effectively when faced with new situations or tasks One Medical is committed to fair and equitable compensation practices The range for this role is $24.00 to $26.00 per hour based on a standard full-time schedule. Total compensation packages may be based on factors unique to particular candidates, such as skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit . This is a full time role (40 hours/week) with 8 hour shifts generally taking place Monday - Friday between 7:30am-6:30pm based in our Wellesley, MA office. One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs - Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance - One Medical pays 100% of the cost of Basic Life Insurance Disability insurance - One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance - Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription - An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds - Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical's Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.
Job Title: Regional Supervisory Principal - Broker-Dealer Location: Remote Position Summary The Regional Supervisory Principal is responsible for the oversight and supervision of registered representatives and investment adviser representatives to ensure adherence to FINRA, SEC, and state regulatory requirements. This role provides critical compliance guidance, reviews business practices, conducts supervisory examinations, and supports the firm's overall risk management framework. Essential Job Functions Oversee and review the activities of registered representatives and investment adviser representatives for compliance with FINRA, SEC, and state regulations. Conduct daily, weekly, and periodic reviews of transactions, new accounts (post-transaction), and client correspondence-including email and social media-for suitability and compliance with firm policies. Provide guidance and support to financial professionals on complex compliance issues, firm policies, and regulatory updates. Conduct internal audits and branch examinations to assess supervisory controls and identify potential deficiencies. Participate in the firm's annual compliance review and assist with preparation of required reports. Identify, monitor, and escalate potential sales practice concerns, conflicts of interest, and other high-risk activities. Develop and deliver compliance training programs for new and existing staff to ensure understanding of regulatory obligations. Manage heightened supervision programs for representatives with disclosure events or escalated concerns. Document supervisory plans and maintain ongoing oversight of supervised individuals. Provide regular supervision reports and updates to the Chief Compliance Officer (CCO). Track supervisory metrics, analyze trends, and escalate systemic issues for corrective action. Stay current on changes to federal and state securities laws and communicate updates to firm leadership and personnel. Apply strong analytical, problem-solving, and risk-assessment skills to anticipate potential issues. Demonstrate deep knowledge of FINRA, SEC, and state securities regulations as applicable to registered representatives and investment adviser representatives. Maintain strong attention to detail and effectively manage multiple priorities. Ability to travel less than 25% of the year. Job Requirements Bachelor's degree in Business, Finance, or a related field (or equivalent experience). 7-10 years of experience in a compliance or supervisory role within the financial services industry, with experience in both broker-dealer and RIA operations. Strong knowledge of FINRA rules, SEC regulations, and state securities laws. Experience supervising variable annuities, mutual funds, alternative investments, and retirement plans. Excellent communication, interpersonal, and relationship-building skills. Required licenses: FINRA Series 7, 24 Preferred license: FINRA SIE, Series 51, 63/65 or 66 Salary Range : $71,500.00 - $105,400.00 Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
03/07/2026
Full time
Job Title: Regional Supervisory Principal - Broker-Dealer Location: Remote Position Summary The Regional Supervisory Principal is responsible for the oversight and supervision of registered representatives and investment adviser representatives to ensure adherence to FINRA, SEC, and state regulatory requirements. This role provides critical compliance guidance, reviews business practices, conducts supervisory examinations, and supports the firm's overall risk management framework. Essential Job Functions Oversee and review the activities of registered representatives and investment adviser representatives for compliance with FINRA, SEC, and state regulations. Conduct daily, weekly, and periodic reviews of transactions, new accounts (post-transaction), and client correspondence-including email and social media-for suitability and compliance with firm policies. Provide guidance and support to financial professionals on complex compliance issues, firm policies, and regulatory updates. Conduct internal audits and branch examinations to assess supervisory controls and identify potential deficiencies. Participate in the firm's annual compliance review and assist with preparation of required reports. Identify, monitor, and escalate potential sales practice concerns, conflicts of interest, and other high-risk activities. Develop and deliver compliance training programs for new and existing staff to ensure understanding of regulatory obligations. Manage heightened supervision programs for representatives with disclosure events or escalated concerns. Document supervisory plans and maintain ongoing oversight of supervised individuals. Provide regular supervision reports and updates to the Chief Compliance Officer (CCO). Track supervisory metrics, analyze trends, and escalate systemic issues for corrective action. Stay current on changes to federal and state securities laws and communicate updates to firm leadership and personnel. Apply strong analytical, problem-solving, and risk-assessment skills to anticipate potential issues. Demonstrate deep knowledge of FINRA, SEC, and state securities regulations as applicable to registered representatives and investment adviser representatives. Maintain strong attention to detail and effectively manage multiple priorities. Ability to travel less than 25% of the year. Job Requirements Bachelor's degree in Business, Finance, or a related field (or equivalent experience). 7-10 years of experience in a compliance or supervisory role within the financial services industry, with experience in both broker-dealer and RIA operations. Strong knowledge of FINRA rules, SEC regulations, and state securities laws. Experience supervising variable annuities, mutual funds, alternative investments, and retirement plans. Excellent communication, interpersonal, and relationship-building skills. Required licenses: FINRA Series 7, 24 Preferred license: FINRA SIE, Series 51, 63/65 or 66 Salary Range : $71,500.00 - $105,400.00 Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. 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.