Children's Hospital Of Philadelphia
King of Prussia, PA, USA
Req ID:22552 Shift: Days Employment Status:AF - Active - Regular - Full Time Job Summary This is a position requiring professional phone skills, independent thinking, and advanced insurance/registration techniques. The Financial Counselor will be responsible for outpatient medication precertifications to optimize patient access to their medication therapy. The Financial Counselor will also answer calls, handle verification and identification of covered and non-covered medications, explanations of benefits structures, as well as necessary follow-up with families, providers, and payors regarding referral issues, authorization questions, insurance eligibility issues, copay assistance programs, and medication delivery as applicable. The Financial Counselor will cross cover other areas as needed. Job Responsibilities Coverage Responsibilities Demonstrates an understanding and provides information of benefit structures to patients, physicians, and hospital practices as well as provides information on the following areas: Hospital prompt pay and payment plan policies Authorization issues Contract participation Process for pre-cert/pre-auth of non covered services Provide ID numbers & CPT codes (if applicable) Verify coverage & benefit information via electronic eligibility or by contacting payor Follows up with insurance companies and families of patients identified as ineligible or non-covered Contacts family and/or responsible party, as necessary, to inform them of any insurance problems or restrictions, ensuring that insurance information is clearly relayed to and understood by family and/or responsible party. Contact clinical office with all information that requires follow-up. Assist with FHCC issues Completes abbreviated assessment to determine family eligibility for Family Health Care Coverage programs. Registration Responsibilities Create and/or update patient record by verifying demographic, insurance information, or proper study identification in the registration system Ensure specific registration fields are accurately inputted into registration system, including but not limited to visit notes, referral/authorization numbers, eligibility review, proper payor plan entries for research and standard-of-care visits Verify coverage through Emdeon/Navinet/Passport, etc. and pull appropriate referrals. Coordinate & communicate insurance issues with appropriate personnel (e.g. schedulers, Pre-cert dept, out-of area dept, Self-Pay group, etc) Educate and inform family of outstanding financial obligations if appropriate. Electronically collect or facilitate payment of outstanding balances Job Responsibilities (Continued) Job Responsibilities (Continued) Required Licenses, Certifications, Registrations None Required Education and Experience High school diploma required 2 years registration experience required Medical Insurance Background required Strong Customer Service experience required Preferred Education, Experience & Cert/Lic High school diploma required. Bachelors Degree preferred. 2 years registration experience required EPIC registration experience preferred Background in medical terminology preferred Medical Insurance Background required Strong Customer Service experience required Additional Technical Requirements Ability to work with stressful situations Ability to function efficiently and professionally with minimum of supervision. Ability to quickly learn new procedures. Strong computer skills. Ability to juggle multiple insurance issues. Strong customer service skills Ability to display compassion and empathy Mandatory required training within first 30 days: Website Insurance Training (Navinet, WebMD, Passport) EPIC training & testing (Prelude/Cadence). Registration Essentials Pharmacy systems training All CHOP employees who work in a patient building or who provide patient care are required to receive an annual influenza vaccine unless they are granted a medical or religious exemption. Children's Hospital of Philadelphia is committed to providing a safe and healthy environment for its patients, family members, visitors and employees. In an effort to achieve this goal, employment at Children's Hospital of Philadelphia, other than for positions with regularly scheduled hours in New Jersey, is contingent upon an attestation that the job applicant does not use tobacco products or nicotine in any form and a negative nicotine screen (the latter occurs after a job offer). Children's Hospital of Philadelphia is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability or protected veteran status. VEVRAA Federal Contractor/Seeking priority referrals for protected veterans. Please contact our hiring official with any referrals or questions. CHOP Careers Contact Talent Acquisition 2716 South Street, 6th Floor Philadelphia, PA 19146 Phone: Email:
Dec 13, 2018
Full time
Req ID:22552 Shift: Days Employment Status:AF - Active - Regular - Full Time Job Summary This is a position requiring professional phone skills, independent thinking, and advanced insurance/registration techniques. The Financial Counselor will be responsible for outpatient medication precertifications to optimize patient access to their medication therapy. The Financial Counselor will also answer calls, handle verification and identification of covered and non-covered medications, explanations of benefits structures, as well as necessary follow-up with families, providers, and payors regarding referral issues, authorization questions, insurance eligibility issues, copay assistance programs, and medication delivery as applicable. The Financial Counselor will cross cover other areas as needed. Job Responsibilities Coverage Responsibilities Demonstrates an understanding and provides information of benefit structures to patients, physicians, and hospital practices as well as provides information on the following areas: Hospital prompt pay and payment plan policies Authorization issues Contract participation Process for pre-cert/pre-auth of non covered services Provide ID numbers & CPT codes (if applicable) Verify coverage & benefit information via electronic eligibility or by contacting payor Follows up with insurance companies and families of patients identified as ineligible or non-covered Contacts family and/or responsible party, as necessary, to inform them of any insurance problems or restrictions, ensuring that insurance information is clearly relayed to and understood by family and/or responsible party. Contact clinical office with all information that requires follow-up. Assist with FHCC issues Completes abbreviated assessment to determine family eligibility for Family Health Care Coverage programs. Registration Responsibilities Create and/or update patient record by verifying demographic, insurance information, or proper study identification in the registration system Ensure specific registration fields are accurately inputted into registration system, including but not limited to visit notes, referral/authorization numbers, eligibility review, proper payor plan entries for research and standard-of-care visits Verify coverage through Emdeon/Navinet/Passport, etc. and pull appropriate referrals. Coordinate & communicate insurance issues with appropriate personnel (e.g. schedulers, Pre-cert dept, out-of area dept, Self-Pay group, etc) Educate and inform family of outstanding financial obligations if appropriate. Electronically collect or facilitate payment of outstanding balances Job Responsibilities (Continued) Job Responsibilities (Continued) Required Licenses, Certifications, Registrations None Required Education and Experience High school diploma required 2 years registration experience required Medical Insurance Background required Strong Customer Service experience required Preferred Education, Experience & Cert/Lic High school diploma required. Bachelors Degree preferred. 2 years registration experience required EPIC registration experience preferred Background in medical terminology preferred Medical Insurance Background required Strong Customer Service experience required Additional Technical Requirements Ability to work with stressful situations Ability to function efficiently and professionally with minimum of supervision. Ability to quickly learn new procedures. Strong computer skills. Ability to juggle multiple insurance issues. Strong customer service skills Ability to display compassion and empathy Mandatory required training within first 30 days: Website Insurance Training (Navinet, WebMD, Passport) EPIC training & testing (Prelude/Cadence). Registration Essentials Pharmacy systems training All CHOP employees who work in a patient building or who provide patient care are required to receive an annual influenza vaccine unless they are granted a medical or religious exemption. Children's Hospital of Philadelphia is committed to providing a safe and healthy environment for its patients, family members, visitors and employees. In an effort to achieve this goal, employment at Children's Hospital of Philadelphia, other than for positions with regularly scheduled hours in New Jersey, is contingent upon an attestation that the job applicant does not use tobacco products or nicotine in any form and a negative nicotine screen (the latter occurs after a job offer). Children's Hospital of Philadelphia is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability or protected veteran status. VEVRAA Federal Contractor/Seeking priority referrals for protected veterans. Please contact our hiring official with any referrals or questions. CHOP Careers Contact Talent Acquisition 2716 South Street, 6th Floor Philadelphia, PA 19146 Phone: Email:
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
Dec 13, 2018
Full time
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
National University
Downtown, Los Angeles, CA, USA
The Student Finance Advisor is responsible for advising students regarding eligibility criteria and application procedures for all available financial aid programs. They will counsel students regarding status of financial aid award and/or disbursement and review students’ verification documents for accuracy and completeness. The ideal candidate has excellent organizational and interpersonal skills. They are customer service-oriented with experience in finance and accounting. This person is passionate about helping students achieve their educational goals. Responsibilities: Advises students regarding eligibility and application procedures, offers informational materials and evaluates and informs students regarding status Accurately calculates and collects any fees owed to the university, determining refunds and the reversal of all appropriate late fees Accepts and reviews forms for accuracy and completeness, documents receipt and load to students file in the student portal Assists students with completing/troubleshooting documents online Reviews accounts of students who are applying for Financial Aid and verifies that payments are being made and FA paperwork is being submitted and filed by the student in a timely manner Informs students of policies and procedures regarding financial matters, account inquires, student loan information, Finance Committee issues, and deferred tuition Experience & Education: Two (2) years of college preferred in Business or related field Two (2) years of customer service in an educational institution Bachelor's Degree preferred Courses in accounting/finance preferred Skills & Competencies: Working knowledge of Title IV federal student aid programs Possess excellent human relations skills Possess good organizational skills Ability to get along with diverse personalities and populations Ability to handle confidential information with tact and discretion Trained in CRM computer systems Cashiering experience a plus
Dec 13, 2018
Full time
The Student Finance Advisor is responsible for advising students regarding eligibility criteria and application procedures for all available financial aid programs. They will counsel students regarding status of financial aid award and/or disbursement and review students’ verification documents for accuracy and completeness. The ideal candidate has excellent organizational and interpersonal skills. They are customer service-oriented with experience in finance and accounting. This person is passionate about helping students achieve their educational goals. Responsibilities: Advises students regarding eligibility and application procedures, offers informational materials and evaluates and informs students regarding status Accurately calculates and collects any fees owed to the university, determining refunds and the reversal of all appropriate late fees Accepts and reviews forms for accuracy and completeness, documents receipt and load to students file in the student portal Assists students with completing/troubleshooting documents online Reviews accounts of students who are applying for Financial Aid and verifies that payments are being made and FA paperwork is being submitted and filed by the student in a timely manner Informs students of policies and procedures regarding financial matters, account inquires, student loan information, Finance Committee issues, and deferred tuition Experience & Education: Two (2) years of college preferred in Business or related field Two (2) years of customer service in an educational institution Bachelor's Degree preferred Courses in accounting/finance preferred Skills & Competencies: Working knowledge of Title IV federal student aid programs Possess excellent human relations skills Possess good organizational skills Ability to get along with diverse personalities and populations Ability to handle confidential information with tact and discretion Trained in CRM computer systems Cashiering experience a plus
POSITION: Manager of Financial Analysis and Reimbursement DEPARTMENT: Fiscal Services SHIFT: Days HOURS BI-WEEKLY: 80 (Full Time -- Exempt) MAIN FUNCTION: The primary functions of this position are to coordinate the completion of regulatory filings as required by state and federal agencies for the Hospital and Seneca Hill Manor, and coordinate the completion of financial analysis of patient/resident revenue, insurance reimbursement, and healthcare programs. QUALIFICATIONS: Bachelor's Degree in Business, Accounting or Finance. Five plus years in an accounting, financial analyst, or decision support role in a Healthcare environment. Meditech system experience preferred. Category: Finance , Keywords: Finance Manager
Dec 13, 2018
Full time
POSITION: Manager of Financial Analysis and Reimbursement DEPARTMENT: Fiscal Services SHIFT: Days HOURS BI-WEEKLY: 80 (Full Time -- Exempt) MAIN FUNCTION: The primary functions of this position are to coordinate the completion of regulatory filings as required by state and federal agencies for the Hospital and Seneca Hill Manor, and coordinate the completion of financial analysis of patient/resident revenue, insurance reimbursement, and healthcare programs. QUALIFICATIONS: Bachelor's Degree in Business, Accounting or Finance. Five plus years in an accounting, financial analyst, or decision support role in a Healthcare environment. Meditech system experience preferred. Category: Finance , Keywords: Finance Manager
Overview Employer is looking for a Branch Manager to join our Burlingame Branch! This position will oversee current branch staff providing leadership, training and development, manage day-to-day branch operations in the areas of developing and cultivating business relationships with credit union members, promote cross-selling of credit union products and services, and managing compliance of credit union policies and procedures. Experience The ideal candidate will possess two or more years of similar or related experience preferably working in a financial institution, knowledge of credit union regulations and guidelines, products and services, have the ability to coach, develop, motivate employees to meet and exceed sales goals, strong leadership skills, excellent organizational skills, strong oral and written communication skills, and must be flexible working before/after hours as needed. High school diploma required, equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school preferred. Bilingual in Spanish and English is preferred. For more details in regards to this positions' responsibilities, please see the job description Join Us If you are interested in becoming a part of the OE Federal team, please complete our on-line application and submit cover letter and your current resume. We look forward to hearing from you! Apply Now
Dec 13, 2018
Full time
Overview Employer is looking for a Branch Manager to join our Burlingame Branch! This position will oversee current branch staff providing leadership, training and development, manage day-to-day branch operations in the areas of developing and cultivating business relationships with credit union members, promote cross-selling of credit union products and services, and managing compliance of credit union policies and procedures. Experience The ideal candidate will possess two or more years of similar or related experience preferably working in a financial institution, knowledge of credit union regulations and guidelines, products and services, have the ability to coach, develop, motivate employees to meet and exceed sales goals, strong leadership skills, excellent organizational skills, strong oral and written communication skills, and must be flexible working before/after hours as needed. High school diploma required, equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school preferred. Bilingual in Spanish and English is preferred. For more details in regards to this positions' responsibilities, please see the job description Join Us If you are interested in becoming a part of the OE Federal team, please complete our on-line application and submit cover letter and your current resume. We look forward to hearing from you! Apply Now
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
Dec 13, 2018
Full time
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
FHL Bank Topeka's products, services and programs help our member financial institutions provide affordable credit and support housing and community development efforts. We are accepting resumes for the position listed below. Housing and Community Development (HCD) AnalystThe individual in this position implements and maintains FHL Bank's Affordable Housing Program's functions by doing the following: Provides a financial analysis to support the determination of eligibility, merit of award, need for subsidy, disbursement of funds and viability of AHP/HSP (Affordable Housing Program/Homeownership Set-aside Program) applications and projects. Analyzes household income information for rental and homeowner applicants to determine eligibility and confirm low income occupancy commitments of AHP/HSP as applicable. Analyzes documentation to ensure projects meet the commitments made by AHP applicants and projects. Provides educational and technical assistance regarding AHP programs to FHL Bank members, nonprofit housing organizations, local governments, FHL Bank staff and other interested parties. Assists in report preparation for month end data quality analysis for HCD Management and ad hoc reporting as needed. Assists in the development of the FHL Bank policies, procedures and marketing materials, as needed. Assists in the development of and enhancements to system applications to ensure accurate processes and controls are in place.Qualifications One to three years of similar or related experience. Bachelor's or associate's degree preferred, with academic course work in business, finance or a related field. Equivalent to a high school education is required. Effective verbal and written communication skills. Extensive knowledge and proficient use of MS Office applications including Word, Access, Outlook and Excel. Ability to work and travel independently. In addition to a rewarding, team-oriented work environment, FHL Bank Topeka offers opportunities for growth and development, an attractive benefit package including health and dental insurance, 401(k), short-term incentive plan, student loan repayment assistance and much more. To apply for this position, please go to FHL Bank's website at EOE Category: Finance , Keywords: Credit Analyst
Dec 13, 2018
Full time
FHL Bank Topeka's products, services and programs help our member financial institutions provide affordable credit and support housing and community development efforts. We are accepting resumes for the position listed below. Housing and Community Development (HCD) AnalystThe individual in this position implements and maintains FHL Bank's Affordable Housing Program's functions by doing the following: Provides a financial analysis to support the determination of eligibility, merit of award, need for subsidy, disbursement of funds and viability of AHP/HSP (Affordable Housing Program/Homeownership Set-aside Program) applications and projects. Analyzes household income information for rental and homeowner applicants to determine eligibility and confirm low income occupancy commitments of AHP/HSP as applicable. Analyzes documentation to ensure projects meet the commitments made by AHP applicants and projects. Provides educational and technical assistance regarding AHP programs to FHL Bank members, nonprofit housing organizations, local governments, FHL Bank staff and other interested parties. Assists in report preparation for month end data quality analysis for HCD Management and ad hoc reporting as needed. Assists in the development of the FHL Bank policies, procedures and marketing materials, as needed. Assists in the development of and enhancements to system applications to ensure accurate processes and controls are in place.Qualifications One to three years of similar or related experience. Bachelor's or associate's degree preferred, with academic course work in business, finance or a related field. Equivalent to a high school education is required. Effective verbal and written communication skills. Extensive knowledge and proficient use of MS Office applications including Word, Access, Outlook and Excel. Ability to work and travel independently. In addition to a rewarding, team-oriented work environment, FHL Bank Topeka offers opportunities for growth and development, an attractive benefit package including health and dental insurance, 401(k), short-term incentive plan, student loan repayment assistance and much more. To apply for this position, please go to FHL Bank's website at EOE Category: Finance , Keywords: Credit Analyst
Description CME Group: Where Futures Are Made CME Group () is the world's leading and most diverse derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career shaping tomorrow. We invest in your success and you own it, all while working alongside a team of leading experts who inspire you in ways big and small. Joining our company gives you the opportunity to make a difference in global financial markets every day, whether you work on our industry-leading technology and risk management services, our benchmark products or in a corporate services area that helps us serve our customers better. With 2,500 employees located around the world, we're small enough for you and your contributions to be known. But big enough for your ideas to make an impact. The pace is dynamic, the work is unlike any other firm in the business, and the possibilities are endless. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. The Director of Capital & Risk Management Policy will be responsible for significantly influencing standards for risk management policy, including, but not limited to, capital treatment of cleared derivatives, governance, and financial safeguards. Direct risk management development for major project initiatives in Clearing, including innovative clearing service offerings, policy changes, rule changes, and regulatory responses reflective of new business initiates and proposed regulatory changes. Develop innovative solutions to regulatory, risk management, and capital constraints facing CME and the markets it clears. Manage relationships with regulatory bodies as they define CME's link to the financial system and importance in preserving financial stability. Continuously assess systemic risk related to clearing activities and CME's role preserving financial stability. Oversee the coordination of required plans for orderly liquidation and unwind associated with systemically important institutions. Evaluate the potential impact of proposed regulatory changes to CME and our clients. Engage in analysis and integration of multiple sources of information to resolve issues and make decisions. Apply understanding of CME Group's customers, competitors, and industry issues to effective communication and presentations to clients and regulatory bodies. Educate and inform CME Group senior management about industry issues and developments affecting our business. Work closely with other divisions across CME Group to lead implementation of new business initiatives and achieve business principles. Collaborate with other divisions to optimize the capital efficiency of CME's products, including evaluating new post-trade service offerings and opining on new product design. Apply in-depth knowledge, experience, and understanding to propose solutions to firm-wide problems. Serve as an in-house subject matter expert and advisor to CME staff, the senior leadership team and the board of directors, as appropriate, regarding risk management policies, regulatory regimes, capital requirements for cleared derivatives. Lead the team to ensure delivery of high quality results for high priority and time sensitive projects. Advise, coach, and mentor members of the Risk Management teams regarding risk management policy. Principle Accountabilities: • Advising and leading impact analysis of CME services, products and solutions on bank capital and leading related enterprise wide decision making on advocacy plans and client education. • Manage relationships with regulatory bodies as they define CME's link to the financial system and importance in preserving financial stability. • Advise, coach, and mentor members of the Risk Management teams regarding risk management policy team goals and initiatives. • Represent CME's interests and views on panels, roundtables and other external events. • Lead cross-functional projects focused on the implementation of innovative cost-saving solutions to CME's clients. • Provide support to CME Clearing leadership on a wide range of policy issues with particular focus on bank capital. Skills and Software Requirements: • Expertise in Microsoft Office, particularly Excel and PowerPoint. Experience: 8+ years in financial services with a focus on bank capital, experience in cleared derivatives preferred. For EU Residents, the Candidate Privacy Policy can be found here. Dir Capital & Risk Management Policy
Dec 13, 2018
Full time
Description CME Group: Where Futures Are Made CME Group () is the world's leading and most diverse derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career shaping tomorrow. We invest in your success and you own it, all while working alongside a team of leading experts who inspire you in ways big and small. Joining our company gives you the opportunity to make a difference in global financial markets every day, whether you work on our industry-leading technology and risk management services, our benchmark products or in a corporate services area that helps us serve our customers better. With 2,500 employees located around the world, we're small enough for you and your contributions to be known. But big enough for your ideas to make an impact. The pace is dynamic, the work is unlike any other firm in the business, and the possibilities are endless. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. The Director of Capital & Risk Management Policy will be responsible for significantly influencing standards for risk management policy, including, but not limited to, capital treatment of cleared derivatives, governance, and financial safeguards. Direct risk management development for major project initiatives in Clearing, including innovative clearing service offerings, policy changes, rule changes, and regulatory responses reflective of new business initiates and proposed regulatory changes. Develop innovative solutions to regulatory, risk management, and capital constraints facing CME and the markets it clears. Manage relationships with regulatory bodies as they define CME's link to the financial system and importance in preserving financial stability. Continuously assess systemic risk related to clearing activities and CME's role preserving financial stability. Oversee the coordination of required plans for orderly liquidation and unwind associated with systemically important institutions. Evaluate the potential impact of proposed regulatory changes to CME and our clients. Engage in analysis and integration of multiple sources of information to resolve issues and make decisions. Apply understanding of CME Group's customers, competitors, and industry issues to effective communication and presentations to clients and regulatory bodies. Educate and inform CME Group senior management about industry issues and developments affecting our business. Work closely with other divisions across CME Group to lead implementation of new business initiatives and achieve business principles. Collaborate with other divisions to optimize the capital efficiency of CME's products, including evaluating new post-trade service offerings and opining on new product design. Apply in-depth knowledge, experience, and understanding to propose solutions to firm-wide problems. Serve as an in-house subject matter expert and advisor to CME staff, the senior leadership team and the board of directors, as appropriate, regarding risk management policies, regulatory regimes, capital requirements for cleared derivatives. Lead the team to ensure delivery of high quality results for high priority and time sensitive projects. Advise, coach, and mentor members of the Risk Management teams regarding risk management policy. Principle Accountabilities: • Advising and leading impact analysis of CME services, products and solutions on bank capital and leading related enterprise wide decision making on advocacy plans and client education. • Manage relationships with regulatory bodies as they define CME's link to the financial system and importance in preserving financial stability. • Advise, coach, and mentor members of the Risk Management teams regarding risk management policy team goals and initiatives. • Represent CME's interests and views on panels, roundtables and other external events. • Lead cross-functional projects focused on the implementation of innovative cost-saving solutions to CME's clients. • Provide support to CME Clearing leadership on a wide range of policy issues with particular focus on bank capital. Skills and Software Requirements: • Expertise in Microsoft Office, particularly Excel and PowerPoint. Experience: 8+ years in financial services with a focus on bank capital, experience in cleared derivatives preferred. For EU Residents, the Candidate Privacy Policy can be found here. Dir Capital & Risk Management Policy
With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Dec 13, 2018
Full time
With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine. Job Description: Job title: Sun Life Financial advisor Job summary: If you have the passion to help people achieve their financial goals and the dedication to create your own success, becoming a Sun Life Financial advisor may be for you. For over 150 years, Sun Life Financial has been a household name, with a reputation as one of the best-known financial brands in Canada. Many Canadians recognize the negative effect poor finances can have on their physical and emotional health[1]. As a Sun Life Financial advisor, you can help clients achieve lifetime financial security and live healthier lives. Become part of our history. Your life as a Sun Life Financial advisor Work with clients to analyze their needs, provide advice and help guide them to achieve their financial goalsRun your own business and be your own bossHave unlimited earning potential and the opportunity to advanceEnjoy a flexible schedule to meet your work/life balanceHave access to leading technology and subject matter experts to support your business Qualities of our Sun Life Financial advisors Have a passion for helping others and putting others' needs firstAre as diverse as Canada itself - with different backgrounds, experience, education and job historiesAble to build and maintain long-term relationshipsEnjoy working independently and with othersAdaptable and life-long learnersCritical thinkers with sharp problem-solving skillsMotivated to run their own businessWant to be in control of their future and be their own boss What's in it for you? Dedicated support from local management team and head office specialistsCompensation and recognition for client service and growthHave the ability to directly impact your income growthAccess to group savings, stock ownership program and benefits plansComprehensive training and ongoing education opportunitiesNational advertising and localized marketing supportGrowth opportunity - work on your own, or expand your businessAccess to new clients through a leads program Just starting out? We'll provide training on the key skills and knowledge needed to help ensure a successful start. You'll benefit from ongoing coaching as you grow your business. Applying with experience? As an experienced advisor, you'll benefit from a dedicated team of specialists including the tools, technology and education to support your compliant and growing business. Interested? Let's talk. To learn more and apply, visit: sunlife.ca/careers - a Sun Life Financial manager will be in touch soon. [1] 2018 Sun Life Barometer Report. 85% of working and 90% or retired Canadians agree that poor finances tend to have a negative effect on one's health Job Category: Sales - Direct Posting End Date:
Dec 13, 2018
Full time
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine. Job Description: Job title: Sun Life Financial advisor Job summary: If you have the passion to help people achieve their financial goals and the dedication to create your own success, becoming a Sun Life Financial advisor may be for you. For over 150 years, Sun Life Financial has been a household name, with a reputation as one of the best-known financial brands in Canada. Many Canadians recognize the negative effect poor finances can have on their physical and emotional health[1]. As a Sun Life Financial advisor, you can help clients achieve lifetime financial security and live healthier lives. Become part of our history. Your life as a Sun Life Financial advisor Work with clients to analyze their needs, provide advice and help guide them to achieve their financial goalsRun your own business and be your own bossHave unlimited earning potential and the opportunity to advanceEnjoy a flexible schedule to meet your work/life balanceHave access to leading technology and subject matter experts to support your business Qualities of our Sun Life Financial advisors Have a passion for helping others and putting others' needs firstAre as diverse as Canada itself - with different backgrounds, experience, education and job historiesAble to build and maintain long-term relationshipsEnjoy working independently and with othersAdaptable and life-long learnersCritical thinkers with sharp problem-solving skillsMotivated to run their own businessWant to be in control of their future and be their own boss What's in it for you? Dedicated support from local management team and head office specialistsCompensation and recognition for client service and growthHave the ability to directly impact your income growthAccess to group savings, stock ownership program and benefits plansComprehensive training and ongoing education opportunitiesNational advertising and localized marketing supportGrowth opportunity - work on your own, or expand your businessAccess to new clients through a leads program Just starting out? We'll provide training on the key skills and knowledge needed to help ensure a successful start. You'll benefit from ongoing coaching as you grow your business. Applying with experience? As an experienced advisor, you'll benefit from a dedicated team of specialists including the tools, technology and education to support your compliant and growing business. Interested? Let's talk. To learn more and apply, visit: sunlife.ca/careers - a Sun Life Financial manager will be in touch soon. [1] 2018 Sun Life Barometer Report. 85% of working and 90% or retired Canadians agree that poor finances tend to have a negative effect on one's health Job Category: Sales - Direct Posting End Date:
Confidential - Financial Services
San Francisco, CA, USA
The Director of Finance provides hands-on accounting management and financial strategy support to the organization and its mission while focusing on the Financial Health of the offices. The ideal candidate will have had experience working in an Entrepreneurial Small Business environment and with multiple departments or companies. Essential Duties and Responsibilities: Manages-Evaluates: - Finance and Accounting Office Infrastructure for the task-oriented and day to day operations - Profitability and Cash Flow to meet office needs - Incentive Driven Programs and Projects - Multiple companies with Intercompany Transactions Regularly meet with leadership for Financial Reviews and: - Will lead conversations around Finance & Strategy - Will work collaboratively with company leaders to compare and analyze current finances and results with original projections and analysis - Will determine if investments in programs and projects are working - Will be accountable for financial analysis and recommendations for follow up actions Strategy and Planning: - Use and understand the tools to build projections, models, and forecasts - Use and Understand the tools to support a Financial Planning and Strategy for Leadership - Perform financial trend analysis - Perform Return on Investment analysis. Qualifications - Five or more years of experience in accounting, including financial statement preparation, general ledger maintenance, auditing, annual tax filings, payroll, benefits administration, and insurance. - A Bachelor's Degree or better in Accounting or Finance or Economic - Experience in all facets of running a sales distribution office preferred - Strong personal code of ethics, including maintaining confidentiality, a must - Strong presentation, negotiation, problem-solving, oral and written communication - Technologically savvy - Strong management experience and people skills - High self‐motivation and strong organization skills - Ability to adapt and learn in a fast‐paced and dynamic work environment - Team player and positive attitude
Dec 13, 2018
Full time
The Director of Finance provides hands-on accounting management and financial strategy support to the organization and its mission while focusing on the Financial Health of the offices. The ideal candidate will have had experience working in an Entrepreneurial Small Business environment and with multiple departments or companies. Essential Duties and Responsibilities: Manages-Evaluates: - Finance and Accounting Office Infrastructure for the task-oriented and day to day operations - Profitability and Cash Flow to meet office needs - Incentive Driven Programs and Projects - Multiple companies with Intercompany Transactions Regularly meet with leadership for Financial Reviews and: - Will lead conversations around Finance & Strategy - Will work collaboratively with company leaders to compare and analyze current finances and results with original projections and analysis - Will determine if investments in programs and projects are working - Will be accountable for financial analysis and recommendations for follow up actions Strategy and Planning: - Use and understand the tools to build projections, models, and forecasts - Use and Understand the tools to support a Financial Planning and Strategy for Leadership - Perform financial trend analysis - Perform Return on Investment analysis. Qualifications - Five or more years of experience in accounting, including financial statement preparation, general ledger maintenance, auditing, annual tax filings, payroll, benefits administration, and insurance. - A Bachelor's Degree or better in Accounting or Finance or Economic - Experience in all facets of running a sales distribution office preferred - Strong personal code of ethics, including maintaining confidentiality, a must - Strong presentation, negotiation, problem-solving, oral and written communication - Technologically savvy - Strong management experience and people skills - High self‐motivation and strong organization skills - Ability to adapt and learn in a fast‐paced and dynamic work environment - Team player and positive attitude
What You'll Do: Processing of consumer and commercial loan payments, payoffs, draws, funding and charge offs. Initiate wires. Park uploads of general ledger tickets. Monitor, review, and reconcile departmental general ledger accounts and reports. Second day review of maintenance transactions and error resolution. Monitor departmental mailboxes, answer customer inquiries, and resolve routine problems. Help create instructions and establish guidelines to perform job functions. Calculate loan items and changes such as interest and payments. May adapt procedures, processes, tools, equipment, and techniques to meet the more complex requirements of the position. Other duties as assigned. Who You Are: - High school diploma or equivalent - 2 years Commercial and Consumer loan experience Preferred Requirements: - College Degree - Experience on core loan accounting software systems In this Role, You will Need: - Knowledge of consumer and/and commercial loans - Strong knowledge of Microsoft Office products - Strong analytical and problem solving skills - Strong attention to detail. - Strong ability to organize and prioritize work - Strong ability to meet deadlines - Strong teamwork skills - Strong verbal and written communication skills - Strong 10 key, alpha, numeric and visual comparison skills - Accounting skills - Ability to read and interpret loan documentation - Ability to communicate clearly with coworkers, managers, business partners and customers Address: 1008 Oak Street City: Kansas City State: MO Shift: Full Time Work Schedule: Monday-Friday: 8:00am-5:00pm Division Name: UMBFC Credit Oversight At UMB: We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! What you'll get: Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!! Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance. Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice. Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.
Dec 13, 2018
Full time
What You'll Do: Processing of consumer and commercial loan payments, payoffs, draws, funding and charge offs. Initiate wires. Park uploads of general ledger tickets. Monitor, review, and reconcile departmental general ledger accounts and reports. Second day review of maintenance transactions and error resolution. Monitor departmental mailboxes, answer customer inquiries, and resolve routine problems. Help create instructions and establish guidelines to perform job functions. Calculate loan items and changes such as interest and payments. May adapt procedures, processes, tools, equipment, and techniques to meet the more complex requirements of the position. Other duties as assigned. Who You Are: - High school diploma or equivalent - 2 years Commercial and Consumer loan experience Preferred Requirements: - College Degree - Experience on core loan accounting software systems In this Role, You will Need: - Knowledge of consumer and/and commercial loans - Strong knowledge of Microsoft Office products - Strong analytical and problem solving skills - Strong attention to detail. - Strong ability to organize and prioritize work - Strong ability to meet deadlines - Strong teamwork skills - Strong verbal and written communication skills - Strong 10 key, alpha, numeric and visual comparison skills - Accounting skills - Ability to read and interpret loan documentation - Ability to communicate clearly with coworkers, managers, business partners and customers Address: 1008 Oak Street City: Kansas City State: MO Shift: Full Time Work Schedule: Monday-Friday: 8:00am-5:00pm Division Name: UMBFC Credit Oversight At UMB: We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! What you'll get: Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!! Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance. Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice. Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.
Job Title: 600 FT Mortgage Operations Processor Jasper IN or Owensboro KY About Us: Employer and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction. SUMMARY OF DUTIES: The Processor will be required to perform a variety of duties, both clerical and technical, as is common to mortgage processing. Major duties include coordinating the processing of mortgage loan files from application to closing. PRIMARY RESPONSIBILITIES AND JOB FUNCTIONS: Reviews new mortgage files for completeness and works with the mortgage loan originators to gather any remaining documentation.Orders and reviews appraisals, title insurance, flood determinations, and any other documents that may be required.Compiles and scans loan files for submission to underwriting.Clears any stipulations needed for closing that were imposed by underwriting.Obtains required documents in a timely manner to ensure loans are approved or denied within predetermined service level agreements.Responsible for adhering to compliance laws, regulations, and established Bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.Other duties as may be assigned. REQUIREMENTS: Knowledge of mortgage lending is preferred. Strong analytical, organizational, written/verbal communication, interpersonal, and relationship building skills. This position will be located at: Operations Center - Can work from Jasper IN or Owensboro KY Indy Star. Keywords: Loan Processor, Location: Jasper, IN - 47549
Dec 13, 2018
Full time
Job Title: 600 FT Mortgage Operations Processor Jasper IN or Owensboro KY About Us: Employer and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction. SUMMARY OF DUTIES: The Processor will be required to perform a variety of duties, both clerical and technical, as is common to mortgage processing. Major duties include coordinating the processing of mortgage loan files from application to closing. PRIMARY RESPONSIBILITIES AND JOB FUNCTIONS: Reviews new mortgage files for completeness and works with the mortgage loan originators to gather any remaining documentation.Orders and reviews appraisals, title insurance, flood determinations, and any other documents that may be required.Compiles and scans loan files for submission to underwriting.Clears any stipulations needed for closing that were imposed by underwriting.Obtains required documents in a timely manner to ensure loans are approved or denied within predetermined service level agreements.Responsible for adhering to compliance laws, regulations, and established Bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.Other duties as may be assigned. REQUIREMENTS: Knowledge of mortgage lending is preferred. Strong analytical, organizational, written/verbal communication, interpersonal, and relationship building skills. This position will be located at: Operations Center - Can work from Jasper IN or Owensboro KY Indy Star. Keywords: Loan Processor, Location: Jasper, IN - 47549
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. Key's application process for teller position(s) require that you complete our Virtual Job Tryout (VJT), which is an interactive experience via the Internet that takes approximately 30 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions, all of which align to the Branch Playbook. Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically avoid conflicts of interest and act in the best interest our clients and Key. Duties assigned include: Primary Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker Build Client Rapport Provide excellent client service to all KeyBank clients Where problem resolution is required, take thorough information from the client and get back to them in a timely manner Ensure a confident tone that reassures the client we will follow up with resolution Greet and welcome every client as they enter the branch; acknowledge by name, if known Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools Participate in client appreciation events Address client issues or concerns; engage branch management when needed to provide full solutions for clients Help create and establish a business relationship between the Banker and the client Coordinate time between Banker and client for business meetings as necessary Engage the Lead Teller and or Banker when faced with complex client account issues Answer the phone within the Branch professionally, promptly, and pleasantly Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Risk Management Ensure compliance with security and audit procedures Adhere to all applicable policies and procedures Additional Responsibilities Participate in morning huddles and end of day debriefs Understand goals and objectives for the branch Review and maintain knowledge of product guides, fees and policies to stay current on offerings Provide answers and assistance for client questions/concerns, utilizing resources within the branch REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience 6 months experience in a client service facing role A minimum of one year cash handling experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 ? 10 lbs., occasional lifting of up to 30 lbs. ABOUT KEY: KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank?s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Dec 13, 2018
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. Key's application process for teller position(s) require that you complete our Virtual Job Tryout (VJT), which is an interactive experience via the Internet that takes approximately 30 minutes to complete. When applying, please provide a valid email address on the application so that Key may send an email with a link to you for completion of the VJT. ESSENTIAL JOB FUNCTIONS The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions, all of which align to the Branch Playbook. Tellers and all Branch team members are expected to act professionally at all times, conduct business ethically avoid conflicts of interest and act in the best interest our clients and Key. Duties assigned include: Primary Teller Functions Accept and accurately process all financial service transactions Maintain responsibility for cash drawer and follow proper balancing procedures Act as a resource to identify and resolve client servicing issues Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker Build Client Rapport Provide excellent client service to all KeyBank clients Where problem resolution is required, take thorough information from the client and get back to them in a timely manner Ensure a confident tone that reassures the client we will follow up with resolution Greet and welcome every client as they enter the branch; acknowledge by name, if known Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools Participate in client appreciation events Address client issues or concerns; engage branch management when needed to provide full solutions for clients Help create and establish a business relationship between the Banker and the client Coordinate time between Banker and client for business meetings as necessary Engage the Lead Teller and or Banker when faced with complex client account issues Answer the phone within the Branch professionally, promptly, and pleasantly Participate in post/debrief meetings with the branch team involving clients from the day to better understand specific client needs Risk Management Ensure compliance with security and audit procedures Adhere to all applicable policies and procedures Additional Responsibilities Participate in morning huddles and end of day debriefs Understand goals and objectives for the branch Review and maintain knowledge of product guides, fees and policies to stay current on offerings Provide answers and assistance for client questions/concerns, utilizing resources within the branch REQUIRED QUALIFICATIONS Teller High School Diploma, GED or equivalent business experience 6 months experience in a client service facing role A minimum of one year cash handling experience Excellent communication and interpersonal skills General understanding of PC with Windows based applications and calculator Ability to work branch hours to include weekends and occasional evenings Physical Requirements: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 ? 10 lbs., occasional lifting of up to 30 lbs. ABOUT KEY: KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC. ABOUT THE BUSINESS: Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank?s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending. FLSA STATUS: Non-Exempt KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., were 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team thats working to fulfill its vision to be the worlds most trusted financial group. Major Responsibilities Reporting to the Branch Manager, you will develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Sales and Networking: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk Management: Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Banks and Managers overall goals and objectives. Accountable for customer satisfaction and retention. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned.Qualifications: Excellent interpersonal, verbal, and written communication skills Excellent organization and time management skills with attention to detail Self-starter with the ability to synthesize ambiguous information Generally requires 2+ years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) and other standard banking software Requires completion of all basic branch banking sales training classes This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, its the banks policy to only inquire into a candidates criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Dec 13, 2018
Full time
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., were 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team thats working to fulfill its vision to be the worlds most trusted financial group. Major Responsibilities Reporting to the Branch Manager, you will develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Sales and Networking: Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone. Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services. Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. If assigned, responsible for the managing, retaining and growing the Priority/ Signature portfolio. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use. Proactively solicit and obtain referrals from existing clients, internal departments and community contacts. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Risk Management: Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality. Ensures customer information meets bank and regulatory documentation. Responsible for maintaining customer accounts by making necessary account and signature card changes, securing additional account information. Inputs all related data into computer and pulls daily reports for verification of information. Customer Service: Assure proper handling of service requests and resolution of customer problems. Maintain established customer service level expectations in accordance with the Banks and Managers overall goals and objectives. Accountable for customer satisfaction and retention. Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned.Qualifications: Excellent interpersonal, verbal, and written communication skills Excellent organization and time management skills with attention to detail Self-starter with the ability to synthesize ambiguous information Generally requires 2+ years of direct working experience in all financial service products and services including Small Business Sales and Credit products, risk management procedures, etc. Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) and other standard banking software Requires completion of all basic branch banking sales training classes This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category. A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, its the banks policy to only inquire into a candidates criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Eligible for Special Bonus of $2,000! This position is eligible for the 2018 Special Bonus of $2000. This bonus is paid after completion of one year of service with WM. Up to $5,000 Benefits Reimbursement! WM will reimburse your COBRA or other health insurance premiums during the first 90 days of employment up to $5,000, eligibility for the complete benefit package begins on the 91st day. Equal Opportunity Employer: Minority/Female/Disability/Veteran Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. Join our Waste Management team, the industry leader since 1971. With over 41,000 proud employees, Waste Management has the largest trucking fleet in the waste industry - over 18,000 trucks, and leads in CNG advancement with the largest fleet of class 8 Natural Gas Vehicles in North America. We offer opportunities in 48 states, the District of Columbia, and Canada. When you drive for Waste Management, you join a team of the best drivers in the nation - professional, well trained, and skilled. Our drivers work hard and drive safe. They know they are valued front-line team members who are the key in making Waste Management number one in the industry. They are rewarded with competitive pay, great benefits, opportunity for growth, and they are home at night and on the weekends. I. Job Summary Residential Drivers operate heavy-duty trucks and are responsible for the collection of residential household waste or recyclable material. Driver will transport the material to a disposal, transfer or recycle facility when trucks reach legal load capacity. Driver safely maneuvers vehicle in residential environments. Navigates high traffic and congested roadways, driveways, alleyways, and lots. II. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform the following tasks. Operates vehicle in accordance with Waste Management Safety and Life Critical Rules, OSHA (Occupational and Safety Health Act) and DOT (Department of Transportation) requirements as well as all local, state and federal laws. Performs pre- and post-trip inspections of assigned vehicle and documents checks utilizing the standard DVIR (Driver Vehicle Inspection Report). . Immediately reports all unsafe situations or service related issues to Route Manager or Dispatch. Attends and participates in all scheduled training programs, briefings, and meetings as required by Waste Management or directed by the Route Manager. Works closely with Route Manager to improve route efficiencies and identify best practices. Notifies Route Manager of any incidents, accidents, injures, or property damage. Notifies Route Manager or Dispatch of service interruptions including closed or impassable streets or alleyways, receptacles too heavy to service or potential safety hazards. Communicates customer requests to Dispatch or Route Manager. Completely dumps all receptacles and leaves the customer's location clean and free of debris. Follows route assignments as directed and completes end of day documentation and check out process. Performs all duties as scheduled by Route Manager or Dispatch and assisting other drivers as directed to meet customer needs. III. Supervisory Responsibilities This job has no supervisory duties. IV. Qualifications The requirements listed below are representative of the qualifications necessary to perform the job. A. Education and Experience Education: None Required. Experience: 1 year of experience operating a vehicle requiring a CDL or equivalent military driving within the last 7 years. B. Certificates, Licenses, Registrations or Other Requirements Must be at least 21 years of age Legally eligible to work in the United States Hold a current Class A or B Commercial Drivers License with an air-brake endorsement. C. Other Knowledge, Skills or Abilities Required None required. V. Work Environment Listed below are key points regarding the physical requirements, and work environment of the job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. Required to use motor coordination with arm, hand, finger, and leg dexterity. Required to exert physical effort in handling objects more than 50 pounds frequently. Requires pushing, pulling, bending, twisting and lifting up to 75 lbs. Normal setting for this job is outdoors and/or driving a video/GPS monitored vehicle. Will be exposed to a physical environment, which involves dirt, odors, noise, weather extremes or similar elements most of the workday. Note: The level of physical effort may vary from site to site and in some cases be greater or lesser than documented here. Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site. If this sounds like the opportunity that you have been looking for, please click \"Apply." I understand that applying to this job indicates that I have the legal right to work in the United States. I agree to perform physical duties of this position as outlined in the job with or without reasonable accommodations. I understand that if offered the position, I will be required to pass a drug screen.
Dec 13, 2018
Eligible for Special Bonus of $2,000! This position is eligible for the 2018 Special Bonus of $2000. This bonus is paid after completion of one year of service with WM. Up to $5,000 Benefits Reimbursement! WM will reimburse your COBRA or other health insurance premiums during the first 90 days of employment up to $5,000, eligibility for the complete benefit package begins on the 91st day. Equal Opportunity Employer: Minority/Female/Disability/Veteran Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. Join our Waste Management team, the industry leader since 1971. With over 41,000 proud employees, Waste Management has the largest trucking fleet in the waste industry - over 18,000 trucks, and leads in CNG advancement with the largest fleet of class 8 Natural Gas Vehicles in North America. We offer opportunities in 48 states, the District of Columbia, and Canada. When you drive for Waste Management, you join a team of the best drivers in the nation - professional, well trained, and skilled. Our drivers work hard and drive safe. They know they are valued front-line team members who are the key in making Waste Management number one in the industry. They are rewarded with competitive pay, great benefits, opportunity for growth, and they are home at night and on the weekends. I. Job Summary Residential Drivers operate heavy-duty trucks and are responsible for the collection of residential household waste or recyclable material. Driver will transport the material to a disposal, transfer or recycle facility when trucks reach legal load capacity. Driver safely maneuvers vehicle in residential environments. Navigates high traffic and congested roadways, driveways, alleyways, and lots. II. Essential Duties and Responsibilities To perform this job successfully, an individual must be able to perform the following tasks. Operates vehicle in accordance with Waste Management Safety and Life Critical Rules, OSHA (Occupational and Safety Health Act) and DOT (Department of Transportation) requirements as well as all local, state and federal laws. Performs pre- and post-trip inspections of assigned vehicle and documents checks utilizing the standard DVIR (Driver Vehicle Inspection Report). . Immediately reports all unsafe situations or service related issues to Route Manager or Dispatch. Attends and participates in all scheduled training programs, briefings, and meetings as required by Waste Management or directed by the Route Manager. Works closely with Route Manager to improve route efficiencies and identify best practices. Notifies Route Manager of any incidents, accidents, injures, or property damage. Notifies Route Manager or Dispatch of service interruptions including closed or impassable streets or alleyways, receptacles too heavy to service or potential safety hazards. Communicates customer requests to Dispatch or Route Manager. Completely dumps all receptacles and leaves the customer's location clean and free of debris. Follows route assignments as directed and completes end of day documentation and check out process. Performs all duties as scheduled by Route Manager or Dispatch and assisting other drivers as directed to meet customer needs. III. Supervisory Responsibilities This job has no supervisory duties. IV. Qualifications The requirements listed below are representative of the qualifications necessary to perform the job. A. Education and Experience Education: None Required. Experience: 1 year of experience operating a vehicle requiring a CDL or equivalent military driving within the last 7 years. B. Certificates, Licenses, Registrations or Other Requirements Must be at least 21 years of age Legally eligible to work in the United States Hold a current Class A or B Commercial Drivers License with an air-brake endorsement. C. Other Knowledge, Skills or Abilities Required None required. V. Work Environment Listed below are key points regarding the physical requirements, and work environment of the job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. Required to use motor coordination with arm, hand, finger, and leg dexterity. Required to exert physical effort in handling objects more than 50 pounds frequently. Requires pushing, pulling, bending, twisting and lifting up to 75 lbs. Normal setting for this job is outdoors and/or driving a video/GPS monitored vehicle. Will be exposed to a physical environment, which involves dirt, odors, noise, weather extremes or similar elements most of the workday. Note: The level of physical effort may vary from site to site and in some cases be greater or lesser than documented here. Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site. If this sounds like the opportunity that you have been looking for, please click \"Apply." I understand that applying to this job indicates that I have the legal right to work in the United States. I agree to perform physical duties of this position as outlined in the job with or without reasonable accommodations. I understand that if offered the position, I will be required to pass a drug screen.
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
Dec 13, 2018
Full time
We look for people who: * Want to make a positive difference in people's lives and in their community * Want a career that is both personally and financially rewarding * Have key entrepreneurial traits including the desire to manage their own time and personal financial success Seeking candidates with: * Proven ethical behavior * The desire to network and build relationships that will obtain new customers, and retain existing customers * Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service * Drive for personal and financial achievement through meeting customer needs * Demonstrated success driving business results (not limited to insurance or financial services) * Strong track record of professional success; ideally on external sales, business ownership or management roles * A strong positive presence in the local community * Financial ability to begin and sustain a business Here are 10 reasons to explore becoming a State Farm agent: * Opportunity to run a business that can be both personally and financially fulfilling * Ability to make a positive impact on your community * Ability to offer a wide range of insurance, financial services and banking products to meet customer needs * An opportunity that allows you to maintain your own schedule * Ability to select, lead and develop your own team * Worldwide travel opportunities * National marketing and advertising support * Signing bonuses and paid training program with State Farm benefits during training period * Hands-on field development training experience with an established agent and continued support * Customer Care Centers are here 24/7 to assist State Farm customers and agents
Per Driver: $1,500 Avg. Weekly Pay Extra 4 CPM 10/31 - 12/25* $2,000 Extra Cash Every 50,000 Miles $1,000 Paid Vacation Every 60,000 Miles $500 Extra On Your 1st Check 1 CPM Pay Increase Every 240,000 Miles Call Or Apply Online Today! Drive Celadon and each driver will earn an additional $12,500 in your first year! On top of that, get weekly home time. Whether you take vacation or keep running, you get paid either way. Does it get better than that? Well, keep reading!
Dec 13, 2018
Full time
Per Driver: $1,500 Avg. Weekly Pay Extra 4 CPM 10/31 - 12/25* $2,000 Extra Cash Every 50,000 Miles $1,000 Paid Vacation Every 60,000 Miles $500 Extra On Your 1st Check 1 CPM Pay Increase Every 240,000 Miles Call Or Apply Online Today! Drive Celadon and each driver will earn an additional $12,500 in your first year! On top of that, get weekly home time. Whether you take vacation or keep running, you get paid either way. Does it get better than that? Well, keep reading!
With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Dec 12, 2018
Full time
With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investments How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine. Job Description: What's holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Let's talk. This could be the start of something great! Main Accountabilities: Grow your client base by prospecting within your network and in your communityMeet with prospects and clients to review their goalsProvide trusted advice about the right life and health insurance products to protect against riskDeliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goalsBuild and grow your business through referrals Competencies: Self-motivated, highly driven and entrepreneurialGoal-oriented with a strong work ethicStrong character and integrityContinuous learner with a deep interest in client needsAbility to develop and maintain relationshipsExcellent communication skillsPersuasive, able to motivate others to actionBusiness development and prospecting skillsStrong sales orientation and a passion for putting clients first Sun Life Financial has been part of the Canadian financial services landscape for over 150 years. We're among the best known financial brands in Canada and have built a strong relationship with millions of clients. Job Category: Sales - Direct Posting End Date:
Dec 12, 2018
Full time
At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine. Job Description: What's holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Let's talk. This could be the start of something great! Main Accountabilities: Grow your client base by prospecting within your network and in your communityMeet with prospects and clients to review their goalsProvide trusted advice about the right life and health insurance products to protect against riskDeliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goalsBuild and grow your business through referrals Competencies: Self-motivated, highly driven and entrepreneurialGoal-oriented with a strong work ethicStrong character and integrityContinuous learner with a deep interest in client needsAbility to develop and maintain relationshipsExcellent communication skillsPersuasive, able to motivate others to actionBusiness development and prospecting skillsStrong sales orientation and a passion for putting clients first Sun Life Financial has been part of the Canadian financial services landscape for over 150 years. We're among the best known financial brands in Canada and have built a strong relationship with millions of clients. Job Category: Sales - Direct Posting End Date:
