ASE Credit Union jobs in Montgomery, AL - 1417 jobs
Financial Services Representative
ASE Credit Union 3.1
ASE Credit Union job in Prattville, AL
Role
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities 35%
Conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Answers incoming branch calls and emails and helps maintain a high level of service. Provides backup and support to teller line upon request or as needed. Assists with answering member contact center calls and FSR loan line as needed.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and Skills Experience
Two years of financial industry or consumer lending experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Good written and verbal communication skills. Ability to multitask. Logic and reasoning skills. Time management skills. Microsoft Office.
ADA Requirements Physical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
$21k-24k yearly est. 51d ago
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General Manager- Fulfillment Center Operations
Webster Fulfillment 3.9
Auburn, AL job
About Us
Webster Fulfillment is a leading 3PL dedicated to delivering exceptional customer experiences through operational excellence, cutting-edge technology, and a highly engaged team. We pride ourselves on fulfilling orders accurately and efficiently while maintaining the highest standards of service for our customers.
Position Overview
The General Manager (GM) is the senior operational leader responsible for overseeing all aspects of our warehouse fulfillment center, including production, quality, safety, operational efficiency, client performance, and team development. This role requires a hands-on, process-driven leader who can manage people leaders, hold teams accountable, and drive continuous improvement across the entire operation.
The GM ensures smooth day-to-day execution, financial performance, and a culture of excellence, safety, and accountability.
Key Responsibilities1. Operational Leadership & Execution
Lead all warehouse operations, including receiving, inventory management, order fulfillment, quality, and shipping.
Set clear daily, weekly, and monthly production goals and ensure teams are aligned to meet them.
Serve as the escalation point for operational challenges, making real-time decisions to keep the operation running efficiently.
Maintain a strong presence on the warehouse floor, modeling a hands-on leadership approach.
2. People Leadership & Performance Management
Directly manage and develop department managers and supervisors across all operational functions.
Build a culture of accountability, high performance, and teamwork.
Provide coaching, performance evaluations, and succession planning for key roles.
Ensure staffing levels meet business needs and support seasonal surges.
3. Quality, Compliance & Safety Oversight
Ensure all processes meet company quality standards and customer expectations.
Oversee safety programs, compliance initiatives, and regulatory requirements.
Conduct regular audits and partner with QA to reduce errors, defects, and customer complaints.
Drive root cause analysis and implement corrective actions to prevent recurrence.
4. Continuous Improvement & Process Optimization
Identify inefficiencies and lead initiatives to improve throughput, accuracy, and cost effectiveness.
Use Lean, Six Sigma, and data-driven problem-solving to improve processes.
Implement best practices across all functional areas, standardizing workflows and SOPs.
5. Customer Performance & Relationship Management
Partner with account management to ensure operational performance aligns with client expectations.
Participate in business reviews and client meetings as needed.
Resolve escalations in collaboration with the customer experience team.
Anticipate client needs and work proactively to strengthen service delivery.
6. Financial & Strategic Management
Manage operational budgets, labor costs, and productivity metrics to support financial targets.
Forecast labor and production needs based on order volume trends.
Support contract pricing, operational planning, and long-term facility strategy.
Monitor KPIs such as CPH, SLA performance, OTIF, and utilization to drive decisions.
7. Training, Development & Culture Building
Oversee training programs for managers and frontline teams.
Promote a culture where employees take ownership, identify issues early, and work together to solve problems.
Encourage open communication, continuous learning, and positive team morale.
Skills & QualificationsRequired:
7+ years of leadership experience in logistics, fulfillment, distribution, or supply chain.
Proven ability to lead managers and large teams in a high-volume warehouse environment.
Strong operational problem-solving skills with a data-driven mindset.
Experience improving processes using Lean, Six Sigma, or similar methodologies.
Strong communication, decision-making, and conflict-resolution abilities.
Ability to thrive in a fast-paced, hands-on, dynamic environment.
Preferred:
Experience in 3PL or multi-client fulfillment.
Knowledge of warehouse technologies, WMS systems, and operational KPIs.
Background managing P&L, budgets, or cost-related operational decisions.
Working Conditions
Full-time role; may require occasional evenings or weekends based on business needs.
Warehouse environment with regular standing, walking, lifting, and exposure to machinery and noise.
Fast-paced, physically active setting requiring frequent presence on the floor.
Compensation & Benefits
Competitive salary + performance-based incentives.
Comprehensive benefits package (health insurance, PTO, retirement plan, etc.).
Opportunities for professional development and career growth in a rapidly expanding company.
$43k-62k yearly est. 12h ago
Customer Service Specialist- Bilingual
Protective Life Insurance Company 4.6
Birmingham, AL job
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
In this role, you will be responsible for providing exceptional service to our customers. You will interact with customers primarily over the phone to address their inquiries, resolve problems, and ensure their overall satisfaction. The ideal candidate will have strong multitasking skills, be comfortable working with multiple technology systems, and demonstrate ownership and a proactive approach to problem-resolution.
Applicants must demonstrate full fluency in Spanish and English Responsibilities:
Assist customers across multiple channels (phone, email, chat, social media) to deliver a consistent and positive experience.
Resolve inquiries and issues promptly and accurately, taking ownership until resolution and ensuring customer satisfaction.
Navigate multiple systems and tools to access information, document interactions, and provide accurate details on products, services, and policies.
Actively listen and identify customer needs, offering appropriate solutions or escalating when necessary.
Maintain strong product knowledge and meet performance standards, continuously improving through training and recommending process enhancements.
Knowledge, Skills, & Attributes:
Strong problem-solving and decision-making abilities, with the capacity to think quickly and independently.
Ability to work in a fast-paced, dynamic environment and handle multiple tasks simultaneously.
Empathetic listening skills, good judgement, and critical thinking to know when issues should be escalated.
Excellent communication skills, both written and verbal, with a professional and friendly demeanor.
Requirements:
Full fluency in Spanish and English.
Previous customer service experience in an inbound call center or similar environment is strongly preferred.
Experience using various modern computer systems, software applications, and communication tools.
Demonstrated experience in resolving conflict and creating customer satisfaction in difficult situations.
High school diploma or equivalent; some college education preferred but not required.
Flexibility to work in shifts, including evenings, weekends, and holidays, is required.
Protective's targeted salary range for this position is $41,600 to $45,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees.
Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
$41.6k-45k yearly 5d ago
Entry Level Technical Recruiter
NSC 4.8
Birmingham, AL job
Do you enjoy working with people? Do you like getting paid for the effort you put forth? Come join our team at NSC Technologies!
As a member of the NSC Recruiting Team, you will work alongside other sales minded individuals in a friendly, team-oriented environment to achieve a common goal. You will have the ability to impact job seekers by helping them find new positions and advance in their careers.
What You Will Learn:
Most of our recruiters have never done this before, so we train you from the ground up. During your training, you will learn the following:
How to look at a technical job description and determine what the client is looking for
How to find qualified candidates via our database and various job boards
How to draft emails and text messages to generate a response from job seekers
How to leave a voicemail that sparks interest and gets a candidate to call you back
How to conduct a phone interview with a candidate to get a better understanding of their experience and determine whether it aligns with your job openings
How to build a pipeline and grow your network so you can fill jobs faster
How to negotiate salary and hourly rates
How to schedule interviews and extend job offers
Typical Day:
Perform full life-cycle recruitment functions including screening, interviewing, negotiating rates, reference checks, placement and termination of candidates/employees
Develop relationships with managers to understand business and hiring needs
Identify and attract both active and passive candidates by warm calling, job boards, referrals, and professional social networking sites
Negotiated salary and hourly rates as well as closing of candidates
Continuously build a network of skilled professionals
Maintained relationships with current and past contractors and candidates
The Good Stuff:
Uncapped commission - The more people you help get a job, the more money you make!
No prior experience as we offer paid training
Great culture - work alongside other sales minded individuals in a friendly, team-oriented environment
Weekly Pay - Direct deposit every Friday
Early Out Fridays - When your team reaches profit goals, you can leave Fridays as early as 2pm!
Remote Day - You can earn a work from home day weekly - Pick whatever day you like!
Weekly and Monthly Contests which earn you $$$ - Can be redeemed for gift cards or experiences
Promote from within organization - everyone starts in the recruiter role, then can advance into senior, management, or outside sales roles
Breakfast Fridays - company brings in breakfast every Friday!
Weekly Team Lunches
Monthly Outings - sporting events, team building
Working hours are Monday - Friday, 8am - 5pm
No cold calling, door knocking, or traveling required
Fast paced, high volume recruiting where the days fly by
Benefits:
We offer valuable, competitive and affordable benefit options!
Medical, Dental and Vision
Health Savings Account (offered with qualified medical plan)
401k with 4% employer match (no enrollment waiting period!)
Voluntary Life, STD & LTD Insurance
Voluntary Supplemental Insurance (Accident, Critical Illness & Whole Life)
Identity Theft Protection
Legal Assistance
Paid Holidays
Paid Time Off
Training and Career Growth Opportunities
$57k-81k yearly est. 2d ago
Member Experience Advocate - Universal - Birmingham East Region| Full-Time
Avadian Credit Union 3.6
Birmingham, AL job
We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal (travel) position at various Birmingham Area branches including Colonnade, Greystone, Chelsea, Gardendale and Homewood. In this role, the Member Experience Advocate - Universal will serve as a full-service liaison between the members and the Credit Union. The Member Experience Advocate - Universal will provide needs based solutions to members, perform transactions, open accounts, resolve issues, originate loans, and manage the lobby. In this role, the Member Experience Advocate - Universal will be offering members a personal experience from the moment they enter the branch, to the moment they leave.
As if working with a fun team of highly talented professionals isn't enough, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag or anything, but it's pretty top notch.
Functions and Responsibilities:
Responsible for rotating branch duties, including paying and receiving functions.
Responsible for accurately processing and adhering to Avadian's Operations and Protocols.
Cultivate member relationships and use retail strategies along with Avadian's Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services.
Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options.
Support the branch member retention and relationship expansion through regular contact with existing and potential members.
Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
Maintain a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations.
Explain reasons for denials and explore options for members when accounts are denied.
Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's.
Balance the branch vault, CDM, and ITC, as necessary.
Fill in at other branches as needed.
Prompt and regular attendance is required.
Perform other duties as assigned.
Requirements
Experience Required:
One to three years of retail banking experience.
Sales quota experience or sales management experience.
Education:
A high school diploma or GED.
Other Requirements:
Must be comfortable providing needs based solutions to members.
Must have a competitive nature and be goal driven.
Must have the ability to work in a fast paced environment.
Must have the ability to use online computer systems, organize transactions and accurately manage large sums of money.
Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
Position will require employee to work on Saturdays from 8:45 a.m. until 12:30 p.m.
Willingness to travel between described locations is required.
Bilingual in Spanish a plus
Rate: $21 per hour + Comprehensive Benefits Package
Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.
Avadian Credit Union is an Equal Opportunity Employer.
Apply
Avadian Credit Union - Central Alabama Branches Jobs
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$21 hourly 2d ago
Treasury Solutions Support Specialist
Renasant Bank 4.3
Birmingham, AL job
Job ID 2026-14997
The Treasury Solutions Support Specialist fulfills a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client support experiences through inbound and outbound service interactions with Treasury Solutions clients. This position serves as the front line for Treasury Solutions to respond to questions and issues, from clients and our banking partners, in a timely and efficient manner.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Must be a passionate advocate for providing exceptional client experiences for all Treasury Solutions products thereby attaining client retention and referenceability
Capture customer information in the core system or CRM database that promotes Know Your Customer as related to their Profile, Relationship, Preferences, and Interactions
Document the problem solving process such as decisions made, actions involved and final resolution in the core system or CRM database
Ensure that all relevant parties are updated frequently through the core system or CRM
Resolve client requests through proficient use of system tools, research and navigation within/outside the organization, or escalation to appropriate resource
Ensure any follow-up needed is provide timely
Escalate all complex and technical questions and issues to the appropriate resource as quickly and efficiently as possible ensuring that all known data regarding the incident is provided
Display patience and empathy in handling tough cases and/or difficult clients
Gather and document client feedback for sharing with the Product and Sales teams
Engage in continuous self-performance evaluation and self-training projects
Stay current and knowledgeable on all Treasury Solutions products and services
Stay current on industry trends (market conditions, regulatory changes, and competitor offers) to be effective in responding to client inquiries and needs
Adhere to Renasant Bank's Service Standards Policy and Core Values - RNSTX
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Seek opportunities to differentiate the customer experience through identifying solutions suitable for client's current or future needs based on life events and risk tolerances
Perform other related duties as assigned
Qualifications
A high school diploma or equivalent; Bachelor's degree is preferred
At least three years' banking experience with at least 1 year in a client facing role
A proven track record of understanding the client needs and delivering exceptional client service consistently
Excellent written and verbal communication skills is required. The Specialist must be able to manage internal and external relationships efficiently and effectively with the ability to articulate solutions to both internal and external stakeholders.
Excellent customer service skills
Strong analytical and problem solving skills
Demonstrated initiative and innovation to resolve issues effectively and efficiently - ability to "think outside the box"
PC Proficiency with various systems and software, including but not limited to Microsoft Office products
Must be able to:
Work and collaborate with others as a team at all levels
Multitask effectively
Organize and prioritize tasks to achieve goals
Perform role with minimal supervision
Be committed to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
Ability to understand and apply policies and procedures of federal/state regulations
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$30k-36k yearly est. 2d ago
Property Manager
KLR Executive Search Group LLC 4.2
Gulf Shores, AL job
KLR Executive Search Group is proud to partner with UC Funds. UC Funds is a fast-paced boutique private equity real estate firm. Founded in 2010, UC Funds operates as a vertically integrated specialty finance firm that originates, structures, underwrites, and asset manages commercial real estate investments. Most recently, UC Funds expanded its footprint in the Gulf Shores region with ONE Club Gulf Shores, a premier all-inclusive living community featuring a world-class 9 hole golf course, restaurant, pools, and fitness center, all open to outside members. This project showcases UC Funds' ability to pair innovative financing with creative development, delivering transformative lifestyle communities that elevate residential living while supporting local economic growth.
Position Overview:
In this newly established role as Property Manager at ONE Club Gulf Shores, you will help lead the entire operational team and play a pivotal role in shaping both the day-to-day resident experience and the long-term strategic direction of a growing community. With over 475 units currently under management and a recent acquisition of 150+ acres of land, the property is positioned for significant continued growth.
Key Responsibilities:
Support the VP of Property Operations and senior leadership by executing property-wide initiatives, operational standards, and community-wide programs.
Coordinate and support on-site teams across maintenance, leasing, resident services, and amenities; assist with onboarding, coaching, and performance development to foster a service-oriented, hospitality-driven culture.
Oversee day-to-day operations through regular site walks, inspections, reporting, and issue escalation; partner with Facilities and third-party vendors to ensure timely maintenance, repairs, compliance, safety, and overall curb appeal.
Support leasing and marketing initiatives to drive occupancy, including digital and community visibility efforts; enhance resident engagement and satisfaction while tracking market conditions and performance metrics to inform operational planning.
Qualifications:
Bachelor's degree in a relevant field or equivalent experience
5+ years of residential property management experience
Experience managing luxury, residential, and commercial/mixed-use assets, with extensive knowledge of building operations and maintenance.
Proficiency with community management software, including Microsoft Office and Yardi, along with expertise in SEO marketing, budgeting, reporting, and financial management.
This position is on-site, and we are seeking local candidates or those willing to relocate. Relocation assistance is available for interested candidates.
Job ID 2025-14153
The Mortgage Wholesale/Correspondent Account Executive will develop relationships with Mortgage Brokers and Bankers, which involves training and educating the brokers and bankers in Renasant wholesale mortgage products.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Identify qualified mortgage brokers, banks, credit unions, and other mortgage professionals and establish contractual relationships with those professionals to provide a flow of real estate mortgage loans to the wholesale division of Renasant Bank
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA and other general mortgage banking lending procedures and requirements
Ability to deal cordially with the public
Ability to organize time effectively
Ability to comprehend and learn in a short period of time
Extensive problem solving ability in a quick and accurate manner
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$50k-69k yearly est. 2d ago
Accounting Operations Specialist | Full-Time
Avadian Credit Union 3.6
Hoover, AL job
Since Avadian Credit Union's inception in 1934, we have upheld the credit union philosophy of "people helping people." This reflects in every action, service, attitude and direction we take as a company. Our mission is to go out of our way every day to value you as a person, to make you feel delight and to improve your life. That goes for our members and our employees. It's what defines us, builds us and ultimately attracts talented and remarkable people to our team. It's not enough to just work somewhere every day. We believe in working somewhere you love and somewhere you can make a difference. It is our commitment to meet the needs of our members, and we couldn't do this without our dedicated employees. It is because of our great team that we are successful.
As if working with a fun team of highly talented professionals isn't enough, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag or anything, but it's pretty top notch.
We are looking for detailed and analytical individual to fill the Accounting Operations Specialist opening. The Accounting Operations Specialist is responsible for supporting the accounting operations of the Credit Union through maintenance of accounting records, reports, and daily processing.
Functions and Responsibilities:
Assist with incoming and outgoing wires.
Learn daily ACH and Share Draft functions to provide backup to team members when necessary.
Stay up to date on rules and regulations related to all Accounting Operations functions.
Daily balancing and general ledger entries for ATM+ machines.
Complete research related to ACH, Share Drafts, ITC (checks deposited), and other operations areas as needed.
Assist with processing SEG payroll.
Complete and maintain various general ledger reconciliations.
Complete daily and monthly general ledger entries.
Complete special projects such as implementation, research, automation, etc.
Perform other duties as assigned by supervisor.
Requirements
Basic Requirements:
Must have accurate balancing and error detection.
Must have the ability to perform multiple job functions in a very fast paced work environment.
Experience: One to three years of related ACH processing and back office experience.
Education: Preferred (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.
Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.
Avadian Credit Union is an Equal Opportunity Employer
Apply
Avadian Credit Union - Corporate Jobs
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$35k-54k yearly est. 2d ago
Deposit Support Supervisor | Full-Time
Avadian Credit Union 3.6
Hoover, AL job
Primary Job Role: The Deposit Support Supervisor provides leadership and guidance to the Deposit Administration team, supports the Director of Deposit & Treasury Management Administration, and assists branch personnel and members with deposit-related functions. Responsibilities include reviewing exception items, ensuring compliance, and maintaining accurate documentation and financial records.
Functions and Responsibilities:
Supervise and support day-to-day operations of Deposit Administration staff. Coach, train, monitor workloads, objectives, and the performance of these employees. Provide feedback and recommendations regarding team performance to upper management.
Serve as the IRA subject matter expert on Traditional and Roth IRAs. Ensure accurate processing of IRA forms, account set-up, transfers, contributions, rollovers and age-specific distributions in compliance with regulatory requirements. Ensure completion of all IRS tax reporting obligations. Provide support for IRA owners and internal staff. Maintain accurate and current financial statements and reports. Review documentation for compliance with policies and regulatory requirements.
Assist team and members in successfully completing online deposit account opening processes, by providing guidance and/or troubleshooting. Perform maintenance on member accounts as needed.
Track and update documentation deficiencies, policy exceptions, and compliance issues.
Prepare spreadsheets, reports, and summaries for management as requested.
Respond to member and employee inquiries and resolve issues promptly.
Assist in compiling information for internal and external audits.
Serve as backup for other deposit operations personnel when necessary.
Perform other duties as assigned.
Requirements
Must have a strong knowledge of IRAs, member services, and credit union procedures.
Position requires a high degree of accuracy and attention to detail.
CD/IRA portfolio will be the significant area of concentration which requires in depth product knowledge and regulatory compliance policies and procedures.
Experience:
Three to five years of experience in deposit operations and payment systems, with a strong understanding of related processes and compliance requirements.
Proven ability to lead, guide, and influence team members effectively.
Familiarity with Individual Retirement Accounts (IRAs) is preferred.
Prior experience in a financial institution is required.
Education: (1) A two-year college degree, or (2) completion of specialized certification or licensing. IRA Certification preferred.
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Avadian Credit Union - Corporate Jobs
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$28k-34k yearly est. 2d ago
Programmer I
Avadian Credit Union 3.6
Hoover, AL job
Under general supervision follows clear-cut and complete specifications to perform a variety of programming assignments requiring knowledge of established programming procedures and data processing requirements. Maintains and modifies programs. Makes approved changes by amending flow charts, developing processing logic, and coding changes. Tests and documents modifications and writes operational instructions.
Functions and Responsibilities:
Arrange project requirements in programming sequence by analyzing requirements, and prepare a work flow chart and diagram using knowledge of computer capabilities, subject matter, programming language, and logic.
Correct errors by making appropriate changes, and then recheck the program to ensure that the desired results are produced.
Conduct trial runs of programs and software applications to ensure they will produce the desired information and that the instructions are correct.
Compile and write documentation of program development and subsequent revisions inserting comments in the coded instructions so others can understand the program.
Write, update, and maintain computer programs or software packages to handle specific jobs such as tracking inventory, storing or retrieving data, and controlling other equipment.
Consult with managerial, engineering, and technical personnel to clarify program intent, identify problems, and suggest changes.
Maintain historical records by documenting program development and revisions.
Perform or direct revision, repair, or expansion of existing programs to increase operating efficiency or adapt to new requirements.
Maintain excellent code commenting.
Contribute to team effort by accomplishing related results as needed.
Responsible for following all BSA/OFAC policies and procedures.
Prompt and regular attendance is required.
Perform other duties as assigned.
Requirements
Basic Requirements:
Must have an intermediate level of knowledge and skillset in Symitar PowerOn, HTML/HTML5, CSS/CSS3, XML, and JavaScript capabilities.
Must demonstrate strong interpersonal, collaboration, and team skills.
Must be able to express ideas with clarity and effectiveness both written and verbally.
Must show that they can adapt to the rapidly changing programming technologies.
Must understand how programming works from a low to a high level.
Work involves a high degree of organization, multitasking and prioritization skills, which are critical to the job.
Must be able to communicate effectively work performed to others who are not in the IT field.
Must demonstrate ability to learn new technologies to solve business issues.
Experience: At least three years of experience in a programming or similar technical role.
Education: BA/BS degree in computer science, programming, or equivalent demonstrated work experience in programming.
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$56k-78k yearly est. 2d ago
Portfolio Manager
Renasant Bank 4.3
Homewood, AL job
Job ID 2025-14688
The Portfolio Manager will be responsible for managing a developed and extensive commercial loan portfolio for Corporate Commercial Real Estate lending. This position will work with Commercial Relationship Officers, Loan Assistants, and customers to gather relevant needed information, prepare documents, obtain financial statements, and assist in loan reviews. The Portfolio Manager will support lenders in all aspects of the relationship.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Work with both Loan Assistant and Lender to collect financial and related data in order to determine the general credit worthiness of prospects and customers and determine the merits of the specific loan request
Prepare the loan submission form, addendums, and other components of the loan submission package for both new and maturing loans
Otherwise assist in all aspects of managing Lender's portfolio
Obtain and retain product knowledge
Support the collection of past due loans
Support the clearing of financial statement and documentation exceptions
Direct financial information to credit analysts for spreading and analysis
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations
Maintain working knowledge of loan documentation and bank terminology
Assist in preparation of various reports and submissions to credit administration and loan review
Participate with Lender in ongoing marketing to include making direct sales calls to prospects and customers
Ability to deal tactfully and effectively with customers as well as fellow employees
Assume ownership of assigned loans with little or no direct supervision
Perform other related duties as assigned
Qualifications
Minimum:
A high school diploma or equivalent required, College degree with emphasis in Finance and/or Accounting or equivalent experience in financial analysis is preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Financial and analytical skills
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Customer service orientation
Preferred:
Knowledge of Federal laws and regulations involving loans
Ability to analyze a credit application for completeness and for documents needed on loans
Ability to operate computer and to be proficient with Word, Excel, and Power Point as well other internal Bank programs and systems
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$77k-135k yearly est. 2d ago
Commercial Relationship Officer
Renasant Bank 4.3
Huntsville, AL job
Job ID 2025-12933
The Commercial Relationship Officer will be responsible for establishing business relationships for the purposes of making commercial loans. This position is permitted to extend credit within established lending limits and to make recommendations and presentations on loans above that limit. This position is also responsible for developing and maintaining a loan portfolio, which provides maximum profitability to the bank with minimum risk.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active portfolio of small and medium to large loan relationships
Interview applicants, structure and negotiate loan terms, and analyze new and renewed loans
Approve loans within loan authority
Assign appropriate risk grades to loans and relationships
Develop and recommend pricing strategies and parameters
Actively participate in new business development program by identifying, developing, and documenting calls on prospective customers and referral sources for all bank products and services
Cross sell all company products and services
Obtain and retain product knowledge
Facilitate the collection of past due loans
Direct financial statements to commercial credit analysts for spreading and analysis
Respond to referrals from Senior Management of the bank, company, and others
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in lending, compliance with loan policies, and compliance with appropriate regulations, and suggest changes in credit policy
Provide training and guidance for lending personnel
Provide back up support for managing the internal and external audit examination process with respect to lending
Participate in community activities and organizations
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required; Bachelor's degree preferred
1 year previous lending experience or 3 years job related experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and local organizations
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Professional sales ability
Professional verbal and written communication skills
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$34k-44k yearly est. 2d ago
Entry Level Management
Globe Life Liberty National Division 4.6
Birmingham, AL job
We are seeking a highly motivated and enthusiastic individual to join our team. The ideal candidate will possess strong communication and interpersonal skills, have a passion for sales, and a desire to succeed in the financial services industry. This is an exciting opportunity to build a successful career in sales with comprehensive training and support provided!Responsibilities
Develop and maintain relationships with both new and existing clients
Collaborate with team members to meet sales targets and provide exceptional customer service
Proactively generate leads and seek out new business opportunities
Manage a portfolio of accounts and ensure client satisfaction
Requirements
No experience
High school diploma or GED
Background Check
Driver License
Authorized to work in US
Weekdays
Day
Salary: $78,211.89 per year
$78.2k yearly 22h ago
External Sales Consultant (Minnesota Territory)
Protective Life Insurance Company 4.6
Birmingham, AL job
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
As Paid Family and Medical Leave (PFML) continues to expand across new markets and states, Protective's Employee Benefits Division, through ShelterPoint, is expanding our sales team to drive growth and protect more members. The External Sales Consultant (Sr Associate Sales) in Emerging Markets will play a key role in driving profitable sales growth, retention, and brand development within an assigned geographic territory. Working with top national and regional brokers in Minnesota, you will serve as both the marketing and technical expert, representing the Employee Benefits Division by educating and motivating distribution partners to recommend our products to their employer clients.
**Must be located in Minnesota and able to travel 3+ days per week throughout the territory to be considered for this position.
***This position will be titled Sr Associate Sales within our organization*** KEY RESPONSIBILITIES:
Build, maintain, and strengthen broker relationships through superior product knowledge, effective territory management, and exceptional service.
Achieve personal and team goals by securing new sales opportunities and positioning company offerings within defined profitability guidelines.
Manage a high volume of quality quote activity, primarily focusing on small to mid-sized employers, while maintaining discipline in pipeline management, sales forecasting, and win/loss analysis.
Execute the company's annual renewal strategy to retain existing business.
Leverage data and market intelligence tools to improve broker prospecting, profiling, and planning activities.
Collaborate seamlessly with Inside Sales colleagues, Sales Support partners, and Underwriting to acquire and retain business.
Apply consultative selling skills by understanding broker and employer challenges and effectively articulating our value proposition.
Foster a high-performance sales culture by maintaining a sense of urgency, a positive attitude, and a team-first mindset.
QUALIFICATIONS:
Bachelor's degree
3+ years of group insurance experience, including established broker relationships in Minnesota
Exceptional customer service and interpersonal skills
Strong problem-solving and analytical abilities
Excellent verbal and written communication
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Licenses required upon hire
Protective's targeted compensation for this position is $70k. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees.
This position also includes cash compensation as a part of a sales incentive plan (SIP).Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email . This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
$70k yearly 4d ago
Commercial Relationship Pricing Analyst
Renasant Bank 4.3
Birmingham, AL job
Job ID 2025-14837
The Commercial Relationship Pricing Analyst is responsible for the bank's commercial relationship and consumer loan pricing.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Administer the Commercial pricing platform
Serve as primary point of contact with producers and other stakeholders in pricing deals
Develop comprehensive analytics at the relationship, product, market and line of business levels
Assist in real estate transactions and market development
Participate in meetings with Senior management, Risk management, Internal Audit, Regulatory Agencies, and other key stakeholders
Ensure compliance with internal controls, policies and procedures
Perform other related duties as assigned
Qualifications
Bachelor's degree in finance, accounting, economics, management information systems, data analytics, or computer science (or additional years of directly related experience, above the minimum, will be considered)
Minimum of 2 years of relevant work experience at a financial institution
CFA charter, CPA license, or desire to obtain either is preferred
Ability to present to senior level management
Ability to think logically and analytically to analyze and solve problems
Ability to work independently and as part of a team
Must be able to prioritize and plan work activities as to use time efficiently
Ability to manage multiple deadlines
Proficient in Microsoft Office suite of products including Outlook, Word, and Excel
Knowledge of data, data analytics, financial analysis and reporting
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$46k-60k yearly est. 2d ago
Teller-Floating
Renasant Bank 4.3
Citronelle, AL job
Job ID 2025-14720
Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities to other bank representatives and/or lines of business when appropriate, while acting in compliance with bank policies and procedures. This position must understand the importance of accuracy and protocol in transactions within bank policy while creating an exceptional customer experience and mitigating risk for both the customer and the bank. This position will serve as the first point of contact and, therefore, demonstrate Renasant Banks Sales and Service vision by providing excellent customer service and accurate completion of transactions.
Senior Tellers will carry additional operational and sales performance goals and will often serve as the critical back-up to the Head Teller. Senior Tellers will lead by example and serve as a role model in the branch in all facets of the teller role.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Teller is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution, and operational excellence.
Process customer transactions effectively and efficiently, including deposits, withdrawals, transfers, loan payoffs and draws, official checks, etc.
Recognize/identify all customer needs, cues, and clues in every transaction and properly refer customers to the platform for an additional needs based conversation
Execute the Renasant Bank service standards in every customer and teammate interaction
Understand and listen for customer issues and concerns and either own the problem or refer to a branch teammate who can help address the concern
Maintain service knowledge standards in conjunction with related regulations, policies, and procedures
Execute daily operations including balancing, supplies ordering, balancing the ATM and vault, and performing branch capture procedures
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Stay up-to-date and focused on all regulations, policies, and procedures related to Teller and other branch operations
Assist the Head Teller on additional operational procedures as necessary, including quarterly branch assessments
May assist with coaching and mentoring, and serve as a role model in all areas of operations, for all teller teammates
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
1 year teller experience and/or previous cash handling experience preferred
6 months of customer service experience preferred
Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction
10-Key skills
Mathematical skills, including the ability to count cash and coin in a fast paced environment
Good interpersonal skills
Effective written and verbal communication skills
Knowledge of and the ability to learn bank products and solutions
Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Tellers:
Minimum of 1 year successful teller experience
Minimum of 1 year previous back-up Head Teller experience required
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$29k-32k yearly est. 2d ago
Audit Experienced Associate - Affordable Housing
Eisneramper 4.8
Birmingham, AL job
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an Experienced Associate to join the Affordable Housing Audit & Assurance practice in Columbus, OH. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Assist in areas of Audits, Reviews, Compilations, and Accounting Services for clients
Performing assigned audit, review and compilation procedures
Plan and perform audit procedures
Deliver high quality customer service to clients
Perform research on technical issues
Identify issues and propose appropriate solutions
Basic Qualifications:
Bachelor's degree in Accounting or equivalent field
1+ years of progressive audit and/or assurance experience
Preferred/Desired Qualifications:
Previous experience working with Affordable Housing
Master's degree in Accounting or equivalent field
CPA or EA credentialling
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About Our Audit Team:
In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
#LI-Hybrid
#LI-MC1
Preferred Location:Columbus
$47k-55k yearly est. 2d ago
Corporate Mail & Document Management Processor
Protective 4.6
Birmingham, AL job
Job DescriptionThe work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
The Document Management Processor ensures swift and accurate processing of department faxes, e-mails, express mail, pending requirements, delivery requirements, checks for initial premium, new applications and other mail items as assigned to in-force, annuity or new business. This role will utilize multiple systems for research to accurately and quickly identify, classify and electronically route mail to the proper location, i.e. the proper team or department. The ideal candidate is adaptable to new and changing situations and is proficient working with multiple processing functions and strict service level agreements (SLA) in a given workday. Knowledge & Experience:
Proficient in computer and keyboard skills; type 35-50 WPM accurately for efficient data entry.
Working knowledge of Microsoft Excel and Word.
Experience handling electronic documents, attachments, and administrative systems.
1-2 years of office experience with customer interaction and strong communication skills.
Detail-oriented when managing complex policy number configurations.
Abilities:
Ability to quickly learn new equipment, software, processes, and procedures.
Strong multitasking, analytical, and problem-solving skills with effective written and oral communication.
Proven capacity to work under pressure, meet deadlines, and maintain professionalism in stressful conditions.
Adaptable to changing priorities while ensuring work continues efficiently; excellent data entry skills.
Physical ability to lift up to 30 pounds as required.
Protective's targeted salary range for this position is $41,600-$41,600. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$41.6k-41.6k yearly 7d ago
Financial Services Representative
ASE Credit Union 3.1
ASE Credit Union job in Prattville, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Answers incoming branch calls and emails and helps maintain a high level of service. Provides backup and support to teller line upon request or as needed. Assists with answering member contact center calls and FSR loan line as needed.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry or consumer lending experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Good written and verbal communication skills. Ability to multitask. Logic and reasoning skills. Time management skills. Microsoft Office.
ADA RequirementsPhysical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro