* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 3d ago
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Fitness Coach
24 Hour Fitness Worldwide, Inc. 4.7
Springfield, OH jobs
FULL-TIME Part-time
The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized education to deliver premium programming and consultation for clients in person.
ESSENTIAL DUTIES & RESPONSIBILTIES
Service and Train Clients
Design and deliver comprehensive fitness programs based on clients' goals that include appropriate exercise selections, programs that include varied fitness offerings, general nutrition guidelines and teaching a fitness lifestyle.
Inform clients of fitness tools available to assist them in achieving their goals.
Set expectations and hold clients accountable to their comprehensive fitness programs through goal setting, follow up discussions and track progress.
Demonstrate safe and proper exercise techniques to clients.
Arrive on time, prepared and enthusiastic while being attentive for every training appointment and or group session.
Meet minimum productivity expectations servicing clients and group sessions.
Increase member group training sessions and attendance through strong teaching skills and ability to connect with and motivate others with a wide variety of fitness levels.
Service Members and Administration
Assist in member service activities such as fitness seminars, training days, and deliver a positive fitness experience to members and guests through complimentary fitness assessments.
Build and generate a strong fitness business through new client acquisition and retention.
Effective onboarding of new members and clients by providing professional recommendations to help acclimate to a fitness lifestyle.
Coach members on proper use of equipment and exercise techniques.
Start and finish sessions as scheduled.
Handle member concerns or direct to appropriate club management.
Deliver on the Service Promise of Clean, Friendly and Well-Maintained Club by racking weights, team cleans and assisting with maintaining a clean and organized club.
Create, maintain, and regularly update progress for each personal training client, following company guidelines.
Schedule personal training sessions, other appointments and administration of time four weeks in advance using company systems.
ORGANIZATION RELATIONSHIPS
Reports to the General Manager and will interact with all levels of club staff.
QUALIFICATIONS
Knowledge, Skills & Abilities
Understand principles of physical fitness and proper exercise technique.
Ability to communicate clearly and concisely, both verbally and in writing.
Ability to adjust and operate fitness equipment.
Ability to perform a variety of exercise routines.
Demonstrate excellent customer services skills.
Minimum Educational Level/Certifications
High School Diploma or GED required.
Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator Certifications (AED) received through in person training required.
Degree in a related field or current certification through at least one nationally accredited industry associations.
Specialized fitness credentials preferred or equivalent work experience or education in specialized function.
Minimum Work Experience and Qualifications
* 1+ years of experience as a Personal Trainer or Fitness Coach.
* Holistic fitness program design and consultation experience preferred, but not required.
Physical Demands/ Environmental Conditions
* Must be able to lift 50 lbs.
* Physical effort required for daily duties include lifting weights, squatting, bending, reaching, spotting, jumping, kicking, and prolonged standing and walking.
Working Environment
While performing the duties of this job the team member is regularly exposed to moving mechanical parts.
The noise level in the environment is occasionally loud.
Extended workdays are a frequent occurrence, as are weekends and holidays as needed to support the business.
DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary.
Benefits Summary
24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership.
Compensation Summary
All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan.
Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above).
Actual offer may vary from posted hiring range based on location, work experience, and/or education.
Fitness Coaches at 24 Hour Fitness earn a competitive hourly base rate with the opportunity to increase their income through session premium pay for each training session delivered. Coaches can further maximize their earnings with commission on eligible fitness sales, creating a unique opportunity to be rewarded not only for their coaching impact but also for helping members reach their goals. This blended compensation structure provides stability while also recognizing and rewarding performance and results. Pay Range: $25.90 - $41.44/hour in-session. 18.50/hour non-session.
FUNCTIONAL GROUP Fitness
$25.9-41.4 hourly 4d ago
Customer Specialist
Richwood Bank 3.9
Plain City, OH jobs
Job Description
Customer Specialist
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
The Customer Specialist position is a front-line position providing customer service to bank clients both in the branch and at the drive thru. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds.
Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
Essential Functions
Greet customers
Facilitate all transactions for customers across all financial account types and requests
Open accounts and teach customers how to gain the most potential from them
Assist new customers in transferring all funds over seamlessly through our switch program
Maintain an accurate balance of cash drawers daily
Demonstrate knowledge of all accounts, products and services offered
Support customers with all account and service needs
Be willing to help customers with additional benefits such as notary, faxing and check orders
Stay current on rates for CDs, savings IRAs and interest bearing checking
Listen to customer needs and recommend the best solutions to help them succeed
Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations
Scan proof - scanning all transactions daily into the computer
Demonstrate drive thru knowledge - speaker, transaction drawers/tube
Perform other tasks assigned by Branch Manager
Skills and Abilities
Excellent customer service skills
The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud.
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast paced environment
Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail
Education
High School Diploma or GED required, college preferred
Two years of customer service experience required
Cash handling experience preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$26k-32k yearly est. 23d ago
PGIM - Associate, RFP Writer (Hybrid)
PGIM 4.5
Newark, NJ jobs
Job Classification:
Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office.
What you can expect
Assist with RFP requests, investor diligence inquiries, and market surveys
Track, coordinate, and complete requests
Confirm source-data accuracy and appropriate application in responses
Ensure clarity, brevity, and consistency
Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to:
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Fulfill internal requests for information used for standard and ad hoc client reporting
Manage Consultant Database Updates
Maintain updated content in our RFP database
Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe
What you will bring
3+ years of marketing, product marketing, client services, or RFP experience
Excellent communication skills, both verbal and written;
Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel
Outstanding project management, relationship management, and organizational skills
Ability to work in a fast-paced, deadline-driven environment
High degree of professionalism and client service mindset
Excellent writing, verbal, and editing skills
What will set you apart?
Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets preferred
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$95k-115k yearly Auto-Apply 45d ago
Private Event Sales Manager
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
What You'll Do
Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 5d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
Implement underwriting policies and procedures for new business processing and other department processes.
Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
Manage aging cases and referrals from other underwriters and screeners.
Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
Minimum of 3 years' experience in an Underwriter role or above.
Daily application of critical thinking and complex problem-solving skills.
Strong verbal and written communication skills.
Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$49k-86k yearly est. Auto-Apply 23d ago
Community Outreach Specialist, Cleveland
Dollar Bank 4.3
Cleveland, OH jobs
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
• High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
• Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
• Mortgage, credit counseling or lending experience preferred.
• Knowledge of Bank operations, functions and organization preferred.
• Working knowledge of Microsoft Office.
• Communicate clearly and concisely, both orally and in writing.
• Establish and maintain effective working relationships with those contacted in the course of work.
• Strong interpersonal skills required.
• The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
• A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
• Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
• Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
• Attend evening and weekend events as required
• Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
• Review Home Ownership Program applications.
• Actively researches for new community development partnerships that align with Community Development mission.
• Order and review credit reports as requested.
• Maintain updated filing/purging system to keep accurate count of program clients.
• Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
• Manage database of new clients via computer and create customer records.
• Assist Community Development Officer with clients and follow-ups as needed.
• Work in conjunction with Marketing Department on departmental booklet ads for events.
• Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
• Prepare for exams from the Office of the Comptroller of the Currency (OCC).
• Verify/Investigate organizations as 501 (c3), non-profit.
• Prepare and send notifications/official letters to approved organizations.
• Assist VP with contribution budget preparation and monitoring.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: $23.08 - $27.69/per hour
Schedule Information
Monday - Friday 8:30 am - 5:00 pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
For more information, please visit ************************************************
$23.1-27.7 hourly 22d ago
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
Globe Life 4.6
Houston, TX jobs
START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy:
Flexible schedules
Full training provided
High income potential
All without leaving your home. No experience? No problem. We'll give you everything you need to succeed.
✅ WHAT WE OFFER:
High earning potential - No cap on income
Full training provided - No experience required
Flexible schedules (Full-time or Part-time)
100% remote work from home
Rapid career growth opportunities
Hiring immediately - Start this week
YOUR ROLE:
Making outgoing calls, emails, texts and chats from clients
Provide clear answers and process requests.
Maintain professionalism and positivity.
REQUIREMENTS:
Computer/laptop with internet access.
Positive, coachable, and reliable.
Ability to work independently and with a team.
No prior experience required - we train you!
Must be willing to get Licensed in Life and Health Insurance
Must be a US Resident
AVERAGE EARNINGS:
$800-$1,200 weekly (Weekly Commission based Salary + performance bonuses).
APPLY NOW - INTERVIEWS ARE FILLING FAST!
Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
$800-1.2k weekly Auto-Apply 60d+ ago
Director Partner Operations
Alliant Credit Union 4.8
Chicago, IL jobs
Job Description
In this hybrid role based at our Chicago Headquarters, you will lead the development, execution, and optimization of Alliant Credit Union's partnership operations program. Oversee partner onboarding and ongoing operations and close collaboration across departments to deliver innovative partner solutions. Ensure operational excellence, partner satisfaction, and measurable outcomes that align with Alliant's growth objectives in the partner space.
Essential Responsibilities
Develop programmatic support of partners from onboarding and launch through to ongoing operations.
Design, develop, and manage project plans in a complex, dynamic environment, revising as needed to meet changing requirements.
Assist with transitioning newly-won business from the business development team to vertical business units.
Support and manage discovery, ideation, and product solutioning with partners.
Drive opportunities to closure with legal, finance, and product counterparts.
Oversee product implementation and maintain a feedback loop for enhancements.
Develop and maintain relationships with partners, understanding their needs and provide solutions to enhance their experience.
Establish KPIs and monitor and analyze partnership performance metrics, identify opportunities for growth and make data-driven recommendations.
Provide regular reports and insights to executive leadership on partnership performance.
Manage and resolve any issues or escalations from partners in a timely and effective manner.
Ensure compliance with legal and regulatory requirements in partnership arrangements.
Plan, oversee and lead the work of the team to meet functional and individual operational objectives and goals. Coach, mentor, and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities. Responsible for hire, fire, performance, discipline and problem-resolution decisions.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Education
Minimum - 4 Year Bachelors Degree in Business, Marketing, Finance or related
Preferred - Graduate Degree in Business, Marketing, Finance or related
Years of Experience
Miniumum - 10 Years of Program management, partnerships, operations or strategic roles or related
Minimum - 3 Years of People Management
In Lieu of Education
12 Years of Program management, partnerships, operations or strategic roles including people management
Compensation & Benefits:
Typical hiring range: $149,700.00 to $256,700.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
$149.7k-256.7k yearly 2d ago
Part Time Associate Banker Columbus Central East (30 Hours)
Jpmorgan Chase & Co 4.8
Bexley, OH jobs
JobID: 210628897 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$19k-40k yearly est. Auto-Apply 24d ago
Network Engineering Intern
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
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The Executive Office of Technology Services and Security (EOTSS) is the lead enterprise technology organization for the Commonwealth of Massachusetts. Charged with driving the ongoing alignment of business and technology across the Commonwealth's Executive Branch, EOTSS oversees and manages the enterprise technology, digital infrastructure and services, as well as the Commonwealth Security Operations Center and an enterprise Standard Operating Environment that includes an information security and risk management framework for over 125 state agencies and over 43,000 state employees. We directly serve our constituents by providing digital services and tools that enable taxpayers, drivers, businesses, visitors, families and other citizens to do business with the Commonwealth in a way that makes every interaction with government easier, faster, and more secure.
Our Mission: We provide technology leadership across the Commonwealth to enhance the quality of public service and foster positive community outcomes.
About the Role
EOTSS is seeking to hire a Network Engineer Intern to join the EOTSS Network Engineering Team. The EOTSS Networking Engineering Team provides reliable Network Services and support to all Commonwealth of Massachusetts customers. The networking services provided by the team include network design, implementation, installation, and management. The Network Engineering Team is especially skilled in and specializes in complex routing configurations, wireless networking, and the use of Visio for creating diagrams in support of the infrastructure. The team provides Tier two support to the Network Operations Team and routinely joins Major Incident conference bridges to help with troubleshooting incidents to their resolution.
The Network Engineer Intern will learn what it is like to be part of day-to-day operations. The intern will observe and participate in various incidents and change management processes. The intern will also have exposure to documentation and diagram updates. The intern will work closely with our Network Analysts and Network Engineers with asset inventory reconciliation.
The primary work location for this role will be 200 Arlington Street Chelsea, Massachusetts 02150. The work schedule for this position is Monday through Friday, 8\:00AM to 4\:00PM EST. This position would be expected to follow a hybrid model of reporting to work that combines in-office workdays and work from home days as needed.
This internship is a part-time opportunity, requiring approximately 22.5 hours per week, though we are open to considering candidates interested in a greater commitment. Applicants must be currently enrolled students at a higher education institution.
Preferred Skills & Qualifications
Understanding of TCP IP (IP addressing)
Understanding of network concepts
Local Area Networks (LAN)
Wide Area Networks (WAN)
Network Management
Basic security networking concepts
Working knowledge/experience with Microsoft Office Suite and Office 365
Analytical and problem-solving abilities
Customer service skills
Excellent communication and writing skills
Self-motivated and ability to learn quickly
Ability to prioritize work/specific incidents
All offers of employment into this position are conditional and subject to passing\: a Massachusetts Criminal Background Check (CORI); a security clearance (fingerprinting) consistent with IRS and/or public safety requirements; and security training.
First consideration will be given to those applicants that apply within the first 14 days.
Please see Preferred Qualifications.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Tell us about a friend who might be interested in this job. All privacy rights will be protected.
$59k-71k yearly est. Auto-Apply 37d ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
* Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
* Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
* Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
* Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
* Support the development of corporate strategic business analysis and insights for executive talking points.
* Develop capital planning models, reports, and templates.
* Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
* Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
* Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
* Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
* Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
* Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
* Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
* Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
* Develop the financial business cases for presentation to senior leadership.
* Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
* Mentor and train other members of the Corporate Financial Planning & Analysis team.
* Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
* Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
* 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
* Holding or actively working towards a CPA, CFA, or MBA is a plus.
* Demonstrated knowledge of corporate financial planning, reporting, and analysis.
* Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
* Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
* Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
* Balances data and information, making decisions based on both a sense of what is correct and logical.
* Ability to clearly communicate compelling messages to senior leaders and partners.
* Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
* Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
* Balances a high sense of urgency with presenting detailed and accurate financial information.
* Takes initiative and is not satisfied with the status quo.
* Leads and actively participates in team meetings and is involved in developing individual and team project plans.
* Demonstrates a willingness to persist when faced with obstacles or adversity.
* Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
* Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
* Experience with corporate performance management software solutions Anaplan is a plus.
* Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$76k-96k yearly est. 18d ago
Work From Home Customer Support Call Handling Associate Remote USA
Support.LLC 3.8
Murrieta, CA jobs
We are expanding our remote operations and are hiring Customer Support Call Handling Associates. This home-based opportunity is available to individuals located in the United States who are comfortable managing inbound customer calls and following established service procedures. The role focuses on delivering dependable customer assistance while maintaining quality standards.
As a Customer Support Call Handling Associate, you will respond to incoming calls related to general inquiries and routine service needs. You will use internal tools to access information, follow approved call flows, and document each interaction accurately. This role does not include outbound calling, sales responsibilities, or marketing tasks.
Remote training is provided to ensure you are fully prepared for the role. Training covers communication guidelines, system usage, documentation practices, and performance expectations. No previous experience is required, making this role suitable for entry-level applicants.
Candidates must be able to work independently from home with minimal supervision. A quiet work environment, reliable internet connection, and basic computer knowledge are required. Strong listening skills, professionalism, and attention to detail are essential.
Work schedules may vary based on operational requirements. Both part-time and full-time schedules may be available. Many individuals appreciate the convenience and flexibility of remote positions. Consistent and reliable performance may lead to long-term opportunities.
Our organization values service consistency, accountability, and respectful communication. Supervisors are available to provide coaching and ongoing support. We aim to maintain a stable and organized remote work culture.
$30k-35k yearly est. 2d ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
Princeton, NJ jobs
About this role
Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
Business Description
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
Primary Responsibilities
Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
Deliver fiduciary and investment insights through portfolio construction conversations.
Accelerate the growth of Model Portfolios within a given geography
Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
Profile to learn more about our clients and deploy the appropriate resources.
Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
Embrace technology to deliver an exceptional client experience.
Experience
Experienced Sales Professionals who have a track record of client ownership
Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
Candidates with proven relationship building skills
Strong Passion for Asset Management Industry and Capital Markets
Skills and Qualifications
Bachelor's degree required
CIMA or CFA preferred
Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong territory management and sales skills, including profiling and resource deployment
NASD Series 7 and 66 (or 63 & 65) required
Clean U-4
Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
* Answer questions regarding coverage, premium, and other policy information.
* Compose business letters, communicating effectively through written and verbal communication.
* Work independently and making judgment decisions is required.
* Make outbound calls to existing policyholders to collect delinquent premium payments.
* Resell the benefits of our policies and provide excellent customer service.
* Record policyholder information for reporting and transactional purposes.
* Extensive telephone contact and appropriate telephone skills are required.
* Maintain discretion and tact when providing service to customers.
* Additional production incentive pays after the training period.
* Bilingual (Spanish) hourly pay differential.
What You Can Bring:
* High school diploma or equivalent is required.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
* A minimum typing speed of 30 wpm is required.
* Experience in a call center environment is preferred.
* Some insurance and/or sales experience is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 18d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, Texas
$32k-53k yearly est. 18d ago
Customer Consultant I - 19 hours (Hybrid)
Ion Bank 3.7
Naugatuck, CT jobs
Job Type: Hourly, Part Time, 19 hours - Hybrid Schedule: Wednesday, Thursday, Friday 3:00PM to 8:00PM Saturday 10:00AM to 2:00PM
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.
As a Customer Consultant 1 you are responsible for:
The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.
Responsibilities:
Employee is required to attend work.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Keeps current on changes in technology and alternative delivery methods.
Achieve established goals for the department.
Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer.
Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.
Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up.
Receive, verify, and process through the PC customer transactions.
Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department.
Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud.
Balance daily work.
Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals.
Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations
Education and Qualifications:
A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential.
Benefits:
401k and Employer Match
Life Insurance
Disability
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
$53k-79k yearly est. 15d ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
San Francisco, CA jobs
**About this role** Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
**Business Description**
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
**Role Description**
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
**Primary Responsibilities**
+ Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
+ Deliver fiduciary and investment insights through portfolio construction conversations.
+ Accelerate the growth of Model Portfolios within a given geography
+ Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
+ Profile to learn more about our clients and deploy the appropriate resources.
+ Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
+ Embrace technology to deliver an exceptional client experience.
**Experience**
+ Experienced Sales Professionals who have a track record of client ownership
+ Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
+ Candidates with proven relationship building skills
+ Strong Passion for Asset Management Industry and Capital Markets
**Skills and Qualifications**
+ Bachelor's degree required
+ CIMA or CFA preferred
+ Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
+ Strong financial services background with knowledge of investment trends and advisor practices
+ Exceptional verbal and written communication skills
+ Strong territory management and sales skills, including profiling and resource deployment
+ NASD Series 7 and 66 (or 63 & 65) required
+ Clean U-4
+ Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
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$100k-110k yearly 60d+ ago
Part Time Associate Banker Columbus East (30 Hours)
Jpmorgan Chase & Co 4.8
Gahanna, OH jobs
JobID: 210628899 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.