Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
McLean, VA jobs
* 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.
#J-18808-Ljbffr
Customer Specialist
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.
PGIM - RFP Associate (Hybrid)
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' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services
Strong written/verbal communication and quantitative skills
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
*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 $90,000 - $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.
Auto-ApplyTransportation Aide
Cincinnati, OH jobs
SAFY is seeking a part-time Transportation Aide for our Cincinnati division in Ohio working 25 hours or less per week. As a Transportation Aide, you will be responsible for accompanying clients/youth for transportation needs. You will provide essential support for clients/youth with mental, physical, or emotional needs that may require attention during transit. Will work alongside SAFY and divisional leadership to ensure a safe, supportive, and calm environment for all passengers during their transportation needs.
Who We Are
At SAFY, our mission is Preserving Families & Securing Futures. For 40 years, our work has rested on a single, radical idea - children belong in families. We believe that every child and family deserve the opportunity to reach their full potential. We are a team of 500 employees across seven states providing services such as Family Preservation & Reunification, Behavioral Health, Therapeutic Foster Care, Adoption Services and Older Youth Services so the families and children we serve can build resilience and thrive.
What You'll Do
* Transports clients/youth to and from designated areas using proper transportation equipment.
* Must ensure clients/youth are safely secured in their car seats/boosters or using a seat belt.
* Follows established safety protocols and procedures
* Assist patients in and out of vehicles and ensure their safety during transport.
* Maintains cleanliness and orderliness of the vehicle used for transport.
* Monitors and reports any concerns or incidents by communicating effectively with SAFY leadership.
* Monitor and assist students with mental, physical, or emotional challenges.
* Address and de-escalate any issues that may arise during transport.
* Provide a caring, respectful, and safe environment for all passengers.
* Complete all required documentation and travel logs.
* Establish and maintain a positive working relationship with all levels of SAFY staff by participating in required meetings or events.
* Maintain a supportive and positive working relationship with youth, foster parents, referring agencies, and other SAFY stakeholders.
* Meets regularly with supervisor to discuss issues and performance.
* Other duties as assigned by supervisor.
What You Bring
We are looking for people from diverse backgrounds and experiences who are inspired by our noble mission to make a difference in the lives of the children and families in our care. You'll be right at home if you are willing to learn from successes as well as setbacks, persevere in challenges and adversity, cultivate collaborative relationships, understand and leverage diversity, advocate for equity, aspire to work inclusively, and partner to drive your work and that of your team to the next level.
Qualifications
Education
* High School Diploma or GED
Experience
* Must have experience working with children.
* Must have the ability to positively interact with children and adults.
* Must be at least 25 years old.
* Valid State Driver's License.
* Must have a current/active CPR certification, can help obtain after hired.
Other
* Acceptable driving record and auto insurance to meet travel requirements.
* Reliable attendance and punctuality are essential and the ability to work flexible hours.
* Professionalism and customer service orientation.
* Ability to remain calm and handle situations professionally.
* Compassionate and patient, as there is potential you will work with children of varying abilities.
* Strong organization skills, strong attention to details, accuracy and ability to prioritize workload.
* Resolution skills to demonstrate effective problem-solving.
What We Offer
* Targeted hiring range: $20.00 to $35.00/hr.
* Compensation is commensurate with transferrable experience, education and licensure of candidate, location of the position, along with internal equity and budgeted amount for the role.
* 401(k) Retirement plan with company match
SAFY is proud to be an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment. SAFY does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, gender, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, gender expression, arrest record, conviction record, or any other personal characteristic protected by applicable law. This policy covers all programs, services, policies, and procedures of SAFY, including recruiting, hiring, training, promotion, and administering all personnel actions, such as compensation, benefits, transfers, layoffs or terminations.
PGIM Quantitative Solutions - Senior Executive Assistant
Newark, NJ jobs
Job Classification:
Corporate - Administration
A 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:
As a Senior Executive Assistant to the PGIM Quantitative Solutions Investments Team, this role requires the ability to anticipate needs, with a consistent focus on forward-planning. Candidates must have a proven track-record in supporting senior-level management in a fast-paced environment. Success in this Senior Executive Assistant role includes exercising superior judgment, exceptional time management skills, developing strong, collaborative relationships across multiple constituents to move things ahead, and acting as an extension of the Investments team in all communications.
What you can expect:
Assist with day-to-day management of Quantitative Equity and Multi-Asset Solutions investment teams including but not limited to preparing and coordinating communications, calendar management, meeting logistics for internal and external appointments and facilitating changes to daily events as necessary.
Coordinate complex international travel logistics across multiple time zones and regions, leveraging deep knowledge of global geographies, visa requirements, and cultural nuances to ensure seamless travel experiences.
Organize and maintain calendars, including scheduling large meetings with senior-level executives within PQS, PGIM and Prudential broadly
Assist with client meetings - including agenda, meeting materials, logistics such as catering, security clearance, coordination of prep meetings, and compliance pre-approvals, if applicable.
Prepare and produce PowerPoint presentations and Word documents
Produce communications, presentations, reports, and analysis, as needed
Professional representation and handling of all written and verbal communications.
Streamline and organize data and documentations with a keen eye for detail and maximizing efficiency.
Participate in coordinating PQS employee and volunteer events as part of PQS's administrative staff shared responsibility.
Back up support to Executive Assistant to Head of PQS.
Collaborate with the PQS Admin Team to support ad hoc projects and broader team initiatives
What you will bring:
Ability to communicate across teams about priorities and business objectives
Minimum of six years of experience as an Executive Assistant supporting senior-level management
Advanced proficiency of PowerPoint and Word
High level of integrity, discretion and judgment in handling highly sensitive, confidential information
Prior experience in the financial services industry
Flexibility to work overtime
What will set you apart?
Bachelor's Degree strongly preferred
Ability to work independently but also partner as a team player
Knowledge of Concur and Workday a plus
PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office.
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 $90,000 to $105,000. 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. 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.
About PGIM Quantitative Solutions Group Our Business:
PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions
#LI-MM1
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.
Auto-ApplySr. Life Insurance Underwriter (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
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 a company-matched 401 (k) 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: 7677 Henneman Way, McKinney, Texas
Government Accounting & Advisory Accountant
Johnson City, TN jobs
Full-time, Part-time Description
At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.
We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive.
We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as:
· Audit readiness
· Financial management assistance
· Internal controls
Requirements
· 3-5 years of governmental accounting experience
· Strong working knowledge of Excel
· Attention to detail and ability to manage multiple client engagements efficiently
· Strong communication skills and a client-first mindset
Preferred:
· Bachelor's Degree in Accounting
· Governmental accounting or audit experience
· Strong analytical skills
· Ability to work effectively in a team environment
Work Location:
· Johnson City, TN or Norton, VA
· Remote work may be an option
· Minimal travel
Job Types:
· Full-time or Flex positions available.
Salary:
· Compensatory with experience. This is a salaried position.
Benefits:
· Competitive base salary + performance bonuses
· Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance.
· Generous PTO + holidays
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
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!
Auto-ApplyPart Time Associate Banker Columbus Central West (30 Hours)
Columbus, OH jobs
JobID: 210628900 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.
Auto-ApplyRegional Sales Director - Remote
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. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
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 Regional Sales Director? Globe Life is looking for a Regional Sales Director to join the team!
In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement.
This is a remote / work from home position.
What You Will Do:
* Work directly with each Agency Owner to set and implement goals and objectives.
* Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners.
* Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives.
* Overall Growth of the agencies assigned by implementing & inspecting company systems.
* Other duties as assigned.
What You Can Bring:
* 10+ years insurance industry experience.
* College degree preferred.
* Good communication skills, verbal and written.
* Accountability and conflict resolution skills.
* Computer savvy.
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: 7677 Henneman Way, McKinney, Texas
Fixed Income Part-Time Academic Year Internship (2025-2026)
Baltimore, MD jobs
External Description:
The T. Rowe Price Fixed Income Undergraduate Internship offers an opportunity to gain valuable work experience while building a foundation in credit research and investing. The internship runs from early October through March and is primarily virtual with three days in-person in our Baltimore offices over the course of the internship. This is internship is part-time (10 hours per week) and the position is paid
Responsibilities
Develop foundational skills for credit research, including:
Develop foundational skills for credit research, including:
o Industry analysis
o Financial analysis and key credit metrics
o Three-statement financial modeling
o Evaluating management and strategy
o Relative value analysis
Spend time learning from our Analysts, Traders, and Portfolio Managers
Receive support and mentorship from our Fixed Income Associate Analyst team
Complete several group and independent projects, including a capstone credit pitch
Qualifications
Required:
Minimum sophomore status in college with a expected graduation of December 2026 or later.
Minimum 3.5 GPA or higher
Strong academic background and intellectual curiosity
Highly motivated, self-starter with ability to work independently and with others
Strong communication skills (verbal and written)
Preferred:
Strong interest in the markets and investing preferred
Strong Interest in Credit
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Fixed Income Part-Time Academic Year Internship (2025-2026)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Inbound Call Center Representative
Chicago, IL jobs
Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance.
Responsibilities
Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions
Process financial transactions on member's accounts in an efficient and effective manner
Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes
Process credit card payments, transfers, fees, and all related tasks
Decision fee-refunds within defined relationship parameters
Act as a member advocate and handle difficult conversations with professionalism and courtesy
Resolve member's concerns while ensuring regulatory compliance
Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport)
Education
Minimum: High School or Equivalent
Preferred: 4 year / Bachelors Degree in Business, Finance, or Related
Years of Experience
For Level 2:
Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment
For Level 3:
Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment
Compensation & Benefits:
Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Monthly Incentive Plan
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
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.
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.
Auto-ApplyDirector, Client Development, Capital One Ad Solutions - Telecom Partnerships (Remote)
Juneau, AK jobs
Capital One Shopping is looking for a Director Strategic Client Manager to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Shopping's suite of solutions. In this client-facing role, the team is looking for an individual with product, data, and strategic account management experience to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams.
**Key Responsibilities Include:**
+ Deep understanding of the telecom industry, including wireless cellular and home internet, and its sales cycles and customer acquisition processes
+ Knowledge of telecom service contracts, customer onboarding, and general business operations
+ Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping
+ Leverage data and analytical methodologies to optimize and grow your book of business
+ Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping
+ Work with Product, Revenue Management, and other constituents to help drive our business
+ Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus
+ Owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams
+ Demonstrated success leveraging data, analytical and communication skills
+ Create and deliver executive level decks & materials
**An ideal candidate will possess:**
+ Familiarity with the nuances of the telecom category, including specific industry trends and competitive landscapes
+ Understanding of how new customers are acquired and onboarded within the telecom sector
+ Strong strategic, analytical, and data-analysis skills
+ Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions
+ Experience in identifying, creating, and building strategies to achieve organizational objectives
+ Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners
+ Experience partnering on and creating product roadmaps
+ A strong deference to team culture, collaboration, and open communication
**Basic Qualifications:**
+ At least 1 year of experience working in the telecom industry (for example: wireless cellular or home internet)
+ At least 12 years of experience in a strategic client facing sales or account management roles
+ At least 8 years of experience reviewing or analyzing data
**Preferred Qualifications:**
+ Bachelor's Degree
+ Experience with telecom customer lifecycle management and churn reduction strategies
+ Demonstrated ability to navigate the complex organizational structures of major telecom providers
+ 10+ years of affiliate, enterprise sales, or performance marketing experience
+ Experience managing technical sales and integrations
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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 Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Part Time Branch Office Administrator
Geneva, OH jobs
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Part-Time
Branch Address: 1022 S Broadway, Geneva, OH
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
+ Medical and prescription drug coverage,
+ Health Savings Account and Flexible Spending Account,
+ Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
+ Well-being programs (such as the Employee Assistance Program), and
+ Retirement Plan (if compensated for 1,000 hours of service during the plan year).
+ In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $22.71
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Customer Retention Manager (Hybrid)
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 Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team!
In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards.
The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives.
The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
* Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives.
* Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members.
* Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document.
* Collaborate with senior leadership to develop strategies and ensure timely, effective implementation.
* Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates.
* Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends.
* Establish and maintain comprehensive documentation for all business processes with appropriate controls.
* Utilize data-driven analysis to continuously optimize call center operations and performance metrics.
* Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team.
* Support testing and implementation of new programs and technologies within the contact center environment.
* Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives.
* Communicate with Agency field operations as needed to ensure alignment and support business objectives.
* Complete ad hoc requests, as needed.
What You Can Bring:
* High School Diploma or Equivalent.
* Associate degree and/or equivalent work experience.
* Minimum 5 years' experience in telemarketing/sales management.
* Life insurance or financial industry experience preferred.
* Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs.
* Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership.
* Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions.
* Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members.
* Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset.
* Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams.
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 401 (k) 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: 7677 Henneman Way, McKinney, Texas
Contact Center Representative I-Part Time
Waterloo, IA jobs
Contact Center Representative 1
MUST LIVE IN THE CEDAR FALLS/WATERLOO IOWA OR SURROUNDING AREA
Fluency in Spanish or Bosnian speaking welcome. Earn $1.50 more per hour worked!
Part-Time (32-35 hr.) Flexible weekday schedule. Required 3 nights until 7pm and periodic Saturdays 9-1
Hybrid Remote- 2 days in-office per week choosing from T/W/TH. Rest of the week working from home!
Pay: 17.06 an hour
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Contact Center Representative I is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services over the phone.
ESSENTIAL FUNCTIONS
Provide quality interactions with inbound and outbound member calls that create an excellent service experience to promote the Veridian brand.
Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
Conduct member transactions including: loan payments, deposits, withdrawals, transfers and SWBC payments.
Complete member requests including: opening certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, initiation of direct deposit/ EFT/payroll deduction, etc.
Actively cross-sell credit union services by providing information to current, new and potential members.
Consistently achieve established monthly and annual sales and service goals.
Actively refer members to appropriate position and/or department within all Veridian Companies.
Maintain necessary departmental files, updating member/credit union information as required.
Prepare and maintain reports as required.
Maintain member confidence and protect operations by keeping information confidential.
Contribute to team effort by accomplishing related results as needed.
Proficient in answering member inquires surrounding: Online Banking, Mobile Banking, Remote Deposits, Bill Payment, Remote Transfers, etc.
Support at the first point of contact through problem solving skills and utilization of resources in the areas of card services, rate inquiries, ACH, and Account Resolutions.
Skilled in Member Contact Center software: EchoSign, SWBC, Jabber, Cisco Agent, ApplePay, etc.
KEY ATTRIBUTES
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
Occasionally lift and/or move items over 10 pounds.
Remain sedentary (seated) for extended periods of time.
WORKING CONDITIONS
This job operates in a professional office environment and routinely uses standard office equipment.
TRAVEL
Limited travel expected.
REQUIRED EDUCATION AND EXPERIENCE
High School Diploma.
Related work experience in customer service, preferably in a call center environment and/or at a financial institution.
Proficiency in electronic services.
Fluent computer skills in a Microsoft Windows Environment.
OTHER DUTIES
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
ABOUT VERIDIAN
Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
Auto-ApplyPrivate Business Strategist
Chicago, IL jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank organization, you will be based in Chicago or Milwaukee.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
* Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
* Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
* Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
* Develops new client relationships through networking, prospecting and referrals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value Selling
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $96,000.00 - $269,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 10/20/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Part-Time PM Customer Retention Representative (Remote)
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 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.
Location: 7677 Henneman Way, McKinney, Texas
Lending Transaction Specialist
Kalamazoo, MI jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Lending Transaction Specialist within PNC's ABF Servicing organization, you will be based in Brecksville, OH, Dallas, TX, Kalamazoo, MI, or Pittsburgh, PA.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Lending Transaction Specialist is the highest frontline position within the line of business. They will help lead projects, help lead initiatives, must be able to assist and train others, and must be able to also reconcile their own work. They will be working at a high level and support the manager and their team. Within the role, there will be client interaction, processing of a complex portfolio.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Performs functions in the documentation, funding, and due diligence requirements of complex transactions being financed by PNC, or bought from/sold to other institutions. Provides client-facing service. May provide on-the-job training or coaching.
* Determines, reviews and issues required legal documents for complex transactions while ensuring all terms are met.
* Negotiates documentation revisions and drafts changes independently, or in collaboration with client's counsel if necessary. Identifies deficiencies in documents for complex transactions being sold to or bought from institutions.
* Interacts with internal and external clients to coordinate a closing schedule for complex transactions. Directs work flow as needed to ensure client expectations are met. Builds relationships with clients, legal counsel, vendors and internal partners.
* Gathers, reviews and analyzes all information from internal and external parties specific to complex transactions.
* Resolves inquiries/issues as necessary. Complies with necessary regulations, internal procedures, and may assist in response to audit exceptions.
* Validates that transaction structures match pricing models. Assures perfection of security interest for complex transactions and/or requests approval for exceptions.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Complex Transactions, Documentations, Due Diligence, Finance Strategy, Financial Operations, Public Accounting
Competencies
Accuracy and Attention to Detail, Collaborating, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Negotiating, Operational Functions, Products and Services, Regulatory Environment - Financial Services
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $55,000.00 - $111,550.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/11/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Director - Client Development, Capital One Ad Solutions - Travel Partnerships (Remote)
Juneau, AK jobs
Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams.
**Key Responsibilities Include:**
+ Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector.
+ Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts.
+ Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings.
+ Collaborate with Product, Revenue Management, and other internal teams to drive business growth.
+ Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams.
+ Create and deliver executive-level presentations and materials.
**An ideal candidate will possess:**
+ Strong strategic, analytical, and data-analysis skills.
+ Demonstrated experience in strategic client-facing interactions (in-person, phone, email).
+ Excellent written and verbal communication skills.
+ Experience in identifying, creating, and building strategies to achieve organizational objectives.
+ Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results.
+ A strong commitment to team culture, collaboration, and open communication.
**Basic Qualifications** **:**
+ Bachelor's Degree or Military experience
+ At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry
+ At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry
+ At least 8 years of experience reviewing or analyzing data
**Preferred Qualifications** **:**
+ MBA
+ 10+ years of affiliate, enterprise sales, or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners
+ Experience managing technical integrations
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
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 Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).