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Customer Experience Manager jobs at AIG - 1365 jobs

  • NAM (North America) Claims TPA Manager

    American International Group 4.5company rating

    Customer experience manager job at AIG

    At AIG, we are reimagining the way we help customers to manage risk. Join us as a NAM (North America) Claims TPA Manager to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims TPA This role will report to NAM Head of Claims TPA Management. This role is responsible to identify and mitigate AIG's risk related to third party claim administrators by ensuring effective control and oversight strategies are in place and consistently executed. The position is the "go-to" source for the NAM business in relation to TPAs, through knowledge of the claims operational/technical processes and the AIG/TPA business relationships. The role requires the ability to balance the needs of multiple stakeholders, making sound decisions, utilizing your claims experience, judgment, and risk mitigation mindset. The role has ownership for key TPA performance outcomes for allocated TPAs, and day to day engagement and escalation resolution. How you will create an impact * Lead TPA engagements for allocated TPAs to comply with AIG's Global Third-Party Risk Management Policy and Standards. * Lead the governance oversight/management of allocated NAM TPAs. * Work with Underwriting and Program Managers to secure renewals and new business opportunities for "unbundled business" through the use/approval of TPAs. * Drive due diligence requirements for TPA onboarding to include onsite competency evaluations to ensure TPA meets AIG fitness requirements. * Serve as an escalation point of contact for issue resolution that put the AIG customer/client experience at risk related to TPAs. * Partner with designated business groups in the management of client File Transfers (TPA to TPA Transfers/AIG to TPA or TPA to AIG). * Communicate and/or educate TPAs regarding applicable AIG claims procedures, protocols and claim handling expectations. * Evaluation of TPA performance through onsite operational audits, coordination with AIG's technical claim audits and TPA key claim performance metrics. * Drive TPA remediation activities/action plans as necessary to address poor performance. * Lead relationships with allocated TPAs. * Ensure accurate and timely responses / support to internal/external audits (PWC, State Regulatory, etc.) What you'll need to succeed * Bachelor's degree preferred. * 10+ years of experience with TPA's in Commercial Claims Team Leadership/Management/Technical Claims Handling. * Relationship/Partnership/Account management background - a plus. * Strong claims and claims operational background. * Strong understanding of the insurance industry/market. * A record of providing outstanding claim service and customer service experience. * Excellent verbal and written communication skills with strong influencing communication skills. * Experience in conflict resolution, or the ability to de-escalate tense situations - comfortable in a role that requires negotiation. * Analytical skills, resourceful with the ability to search and find answers/market data as needed. * Results oriented, and able to work well under pressure. * Excellent organizational skills - very flexible with moving from project to project while keeping track of progress. * Proficiency with MS Office software, Excel and PowerPoint. Ready to accelerate your career? We would love to hear from you. Compensation for this position includes base salary and eligibility for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview. #LI-AIG #claimsprofessionals #InsuranceJobs #legalcareers #ClaimsAttorney #paralegaljobs #claimsexaminer #claimsadjuster #InsuranceCareers #TPAClaims #ClaimsTPA At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: CL - Claims AIG Claims, Inc.
    $73k-105k yearly est. Auto-Apply 6d ago
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  • LLM Customization Lead - NLP Data Scientist

    Capital One 4.7company rating

    McLean, VA jobs

    A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences. #J-18808-Ljbffr
    $79k-108k yearly est. 3d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA jobs

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 5d ago
  • Wholesale Relationship Specialist IV (Hybrid) (Greensboro, NC)

    Atlantic Union Bank 4.3company rating

    Greensboro, NC jobs

    The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight. Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed. May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Seven plus years of wholesale or consumer banking or industry related experience required Three plus years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral Expert proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust Strong working knowledge of business deposit accounts Extensive and strong working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Management and mentor experience are beneficial. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $67k-114k yearly est. 1d ago
  • Wholesale Relationship Specialist III (Burlington) (HYBRID)

    Atlantic Union Bank 4.3company rating

    Burlington, NC jobs

    The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents. Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. May assist junior Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Five plus years of commercial or consumer banking or industry related experience required One to three years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented High level of proficiency in reading Title Policies and understanding of Real Estate Collateral High level of proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust Working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Mentor experience is beneficial Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $67k-115k yearly est. 2d ago
  • Wholesale Relationship Specialist III (Reston) (HYBRID)

    Atlantic Union Bank 4.3company rating

    Reston, VA jobs

    The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents. Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. May assist junior Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Five plus years of commercial or consumer banking or industry related experience required One to three years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented High level of proficiency in reading Title Policies and understanding of Real Estate Collateral High level of proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust Working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Mentor experience is beneficial The salary range for this role is $66,541--$99,672. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $66.5k-99.7k yearly 2d ago
  • Wholesale Relationship Specialist IV (Hybrid)

    Atlantic Union Bank 4.3company rating

    Reston, VA jobs

    Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight. Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed. May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Seven plus years of wholesale or consumer banking or industry related experience required Three plus years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral Expert proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust Strong working knowledge of business deposit accounts Extensive and strong working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Management and mentor experience are beneficial. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $57k-95k yearly est. 2d ago
  • Manager, AI-Driven Support Engineering

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA jobs

    A tech company specializing in CI/CD is seeking a Manager of Support Engineering to lead a distributed team across North America. This role focuses on blending technical leadership with innovative automation solutions, enhancing customer support for Growth and High Touch Enterprise segments. The ideal candidate needs strong experience in managing technical support teams, implementing AI solutions, and maintaining high-level customer relationships. This position offers a salary range of $133,000 - $166,000 USD. #J-18808-Ljbffr
    $133k-166k yearly 4d ago
  • Mgr-Commercial Support (HYBRID--Reston VA)

    Atlantic Union Bank 4.3company rating

    Reston, VA jobs

    The Commercial Support Manager (the "Manager") manages a team of Relationship Specialists who perform a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. The Manager will be responsible for sustainable hiring practices, and training, coaching, and developing direct reports to ensure consistently successful execution of loan and deposit origination and servicing activities, high-quality client engagement and requisite portfolio maintenance. Further, the Manager will be accountable for Relationship Specialists' compliance with and adherence to all federal and state regulations governing bank operations including BSA/AML requirements, as well as Atlantic Union Bank's loan and deposit origination, documentation, and administration policies and procedures. The Manager will assist in all efforts to correct and improve compliance through remediation efforts and the evolution of existing processes, and act as a liaison with other areas of the bank as needed, including the Wholesale Banking Operations and Administration team. Position Accountabilities Hires, onboards, manages, trains, coaches, mentors, and develops new and existing Wholesale Relationship Specialists and promotes a team environment to achieve proper accountability of direct reports. Coordinates and prioritizes the Relationship Specialists' pipeline assignments to include internal and external loan closings, documentation preparation and review, deposit account opening, and/or administration of acquisition, development, and construction loans. Redirects, handles, and balances surplus workload as needed. Manages and responds to daily incoming client requests, inquiries, and escalated issues in a timely and professional manner. Performs necessary research and maintenance, troubleshoots, and provides or facilitates solutions to more complex customer issues. If applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Extracts, formats, organizes, and distributes departmental reports to assist with portfolio management. Performs necessary data validation and analysis of team metrics, identifies and manages related coaching opportunities, and delivers timely and accurate management reporting. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Serves as final reviewer and approver of customized/complex loan packages and validates all components comply with the loan approval terms. Confirms Relationship Specialists complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Approves large departmental wires and cashier's checks. Participates in projects and initiatives and assists with maintaining, updating, and creating procedures; creates common knowledge and consistent practices within teams. Serves as a backup to all Wholesale Relationship Specialists. Maintains superior working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for all Wholesale Relationship Specialists. Maintains superior working knowledge of construction and/or development loans. Maintains exceptional working knowledge of specialized loans, including but not limited to modified builder lines, construction and/or development loans, low-income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Prevents, manages, and facilitates clearing of exceptions associated with loan and deposit accounts. Maintains data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Retains advanced working knowledge of deposit account products and services and may assist Relationship Specialists with account opening, maintenance, servicing, troubleshooting, and quality assurance/quality control activities. Acts as a subject matter expert for all responsibilities performed by Relationship Specialists. Completes all individually assigned training and confirms direct reports complete assigned training, including but not limited to compliance training, on or before the due date. This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Group Leader, Wholesale Support or the Head, Wholesale Operations & Administration. Position Qualifications Education & Experience High school diploma or equivalent required, undergraduate degree in business or finance preferred. Seven plus years commercial or retail banking or industry related experience required. Three plus years of commercial and/or commercial real estate loan and deposit experience required. Management and mentorship experience preferred Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent written, oral, and interpersonal communication Very organized, detail oriented, and quality focused Expert proficiency in reading and interpreting title policies and understanding of Real Estate Collateral, master title policies, and master deeds of trust. Ability to prioritize and manage multiple priorities. Flexible, able to adapt to change. Ability to work independently as well as within a team environment. Exemplary analytical skills. First-rate computer skills relevant to the Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans. Advanced working knowledge of business deposit accounts. Extensive and strong working knowledge of banking software programs. Experience with Construction Management software, bank loan documentation software, loan origination software, customer relationship management programs, Core bank applications, and Q2-online banking platform preferred. The salary range for this role is $86,462--$144,350 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $86.5k-144.4k yearly 2d ago
  • Wholesale Relationship Specialist IV

    Atlantic Union Bank 4.3company rating

    Roanoke, VA jobs

    The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists. Position Accountabilities Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures. Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists. Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings. Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts. Gathers, images, and files financial statements and documents as needed. Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation. Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures. Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans. Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process. Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment. Prepares tickets, online transaction entries (OTEs), and wire transfers as needed. Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests. If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight. Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others. Assists with reporting and clearing exceptions associated with loan and deposit accounts. Prepares loan account pay off quotes and coordinates collateral releases as applicable. Assists with the preparation of client presentation materials. Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing. Assists with mentoring, coaching, and training new and existing Relationship Specialists. Completes all assigned training, including but not limited to compliance training, on or before the due date. Serves as a back-up for other Relationship Specialists to ensure a balanced workload. Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed. May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support Position Qualifications Education & Experience High school diploma or equivalent, college degree preferred Seven plus years of wholesale or consumer banking or industry related experience required Three plus years of commercial loan and deposit experience required Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent oral, written, and interpersonal communication Very organized and detail oriented Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral Expert proficiency in reading and interpreting UCC lien and judgment search results Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Ability to work independently as well as within a team environment Outstanding analytical skills First-rate computer skills relevant to Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust Strong working knowledge of business deposit accounts Extensive and strong working knowledge of banking software programs Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred. Management and mentor experience are beneficial. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $58k-98k yearly est. 2d ago
  • Office Manager

    BTG Pactual 4.9company rating

    Lynchburg, VA jobs

    The Office Manager is responsible for coordinating and accounts payable, accounts receivable, contract generation, and compiling and generating accounting reports for 100,000+ acres located in Virginia. The position will closely collaborate with the Area Manager and TTG Forestry Services staff to provide exceptional client and customer service. RESPONSIBILITIES Process accounts payable and accounts receivable for all aspects of forest operations Compile and generate accounts payable and accounts receivable Generate all or portions of business scorecards Assist with timber sale settlement reconciliation Prepare, distribute, and manage contracts for all aspects of forest operations Maintain vendor insurance records and verify compliance with insurance requirements General tasks required to keep office facilities running efficiently, such as, processing mail, purchasing office supplies, managing office equipment, scheduling meetings and travel, and coordinating office maintenance Managing paper and electronic documents QUALIFICATIONS Five years of relevant industry experience, including contracting and accounts payable/receivable experience Strong interpersonal, verbal, and written communication skills Ability to foster and maintain professional, productive business relationships Planning, time management, multi-tasking, and organizational skills Professional demeanor Demonstrated Microsoft Office proficiency Strong commitment to stewardship, sustainability, and ESG principles
    $66k-107k yearly est. 4d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    New York, NY jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $28.85 - $32.50 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $28.9-32.5 hourly 2d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    Rancho Cucamonga, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $26.4-31.3 hourly 4d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    Cupertino, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $27.00 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $27-32.7 hourly 2d ago
  • CRM System Specialist

    First National Bank of Pennsylvania 3.7company rating

    Hermitage, PA jobs

    Primary Office Location:3320 East State Street. Hermitage, Pennsylvania. 16148.Join our team. Make a difference - for us and for your future. CRM System Specialist Business Unit:Retail Operations Reports to:CRM System Administrator Position Overview: This position is primarily responsible for working with the CRM (Customer Relationship Management) System Administrator and Consumer Bank leadership to perform duties that support the ongoing administration and user support for CRM and other sales systems. The incumbent provides the highest quality of customer service and proactive oversight to ensure data integrity. Primary Responsibilities: Maintains user functionality contained within the setup menus, sets up new users as needed and serves as the first line of support for Consumer Bank end users. Develops and maintains department documentation, including Consumer Banking Solutions' (CBS) internal and end user procedures, maintains the CRM intranet site, and participates in continuing education content development, and serves as systems expert on project and training calls. Maintains tasks as outlined by the CRM System Administrator to support all building, updates and upgrades for CRM and TimeTrade. Manages the BakerHillHelp email box, ensuring all service levels are met and escalates issues appropriately when identified. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Ability to work and multi-task in a fast paced environment Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Associates or BA or BS with 1 year of experience preferred Understanding of banking systems and technology Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $33k-56k yearly est. 2d ago
  • Assistant Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    Industry, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service & Sales Responsibilities Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS Education: College degree a plus. Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $24.04 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $24-27.9 hourly 2d ago
  • Microsoft Customer Engagement Manager

    RSM 4.4company rating

    Denver, CO jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM, a leading provider of audit, tax, and consulting services, is seeking a Microsoft D365 CE Manager with proven project management skills and experience managing complex technology projects, including an enterprise-wide implementation of Microsoft Dynamics CE to support the firm's growth strategies and business processes. This position is responsible for understanding the business needs and leading the development and execution of comprehensive plans to deploy technology solutions. RSM is a leading Microsoft partner implementing the full range of business applications including D365 F&SC, BC, CE, and Commerce, as well as Power Platform, Microsoft 365, Data & AI and Azure solutions. RSM's Dynamics consultants are empowered through our long standing, close relationship with Microsoft, the use of our proven RVM methodology (purpose built for Dynamics 365), a wide range of industry IP and accelerators as well as additional Microsoft-centric tools to help customers stay competitive in a constantly changing environment. Our Dynamics teams also benefit from a wealth of expertise around them within RSM that enhances the value we provide customers, whether that be from our Microsoft MVPs. Industry experts, Tax specialists or Managed Technology and Application services teams. Key Responsibilities: Responsible for planning, coordination, and execution of all aspects of assigned projects throughout the project lifecycle. Establishing Cost Benefit Analysis through required phases of the project. Throughout the life of the project, responsible for communicating regularly to Program Director and stakeholders the project status, risk, and issues. Responsible for project planning including assembling project teams, assigning project team deliverables, and developing project plans, schedules, and budgets. During project execution, responsible for managing approved objectives, budget, schedule, resources, and deliverables that support the business goals. Revise project plan as appropriate to meet changing needs and requirements while following SDLC methodology. Responsible for managing all aspects of CE implementations. Basic Qualifications: Minimum of 5 - 8 years of experience leading technical teams with strong skills and expertise in project management and systems/technology development Proven experience implementing and managing CRM solutions within budget, scope and cost, Microsoft Dynamics CE Proven leader with the ability to assemble, lead, and motivate high performing teams. Proven business facing skills. Solid understanding of financial analysis and planning Ability to multi-task and keep multiple responsibilities moving forward simultaneously. Strong understanding of technology, ability to learn new technologies and applying them. Proven experience in influencing, leading teams and driving change. Preferred Qualifications: Superior verbal and written communication skills Strong stakeholder management skills Strong critical thinking and problem-solving skills. Intermediate to advanced Microsoft Office skills Proficient with MS Project or related tool PMP certification desired At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Auto-Apply 29d ago
  • Let's begin! GenAI Expert - Customer Engagement

    Moody's Corporation 4.9company rating

    New York, NY jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * A strong understanding of GenAI is essential for effectively leading AI-related sales and integration projects. * A proven track record in complex sales is necessary to manage and win intricate sales processes and customer engagements. * Exceptional leadership and mentoring skills are important for guiding teams and driving co-creation initiatives with clients. * Excellent communication and presentation abilities are needed to develop thought leadership materials and present them internally and externally. * Minimum of 8 years of experience as a thought leader or industry practitioner in the field of AI/GenAI. * The ability to travel up to 50% is crucial for engaging with clients and stakeholders across different locations. * Market engagement/consultancy background is preferred. * Public speaking experience and/or publications are a plus for enhancing industry presence and credibility. Education * Bachelor's degree in business, finance, engineering or a related field. * Master's degree is preferred. Responsibilities You will lead sales of Moody's GenAI products, driving complex sales, customer co-creation, and digital transformation initiatives. * Win complex sales through customer workflow integration and drive co-creation initiatives with clients in your territories. * Manage complex sales processes with the sales team to help clients meet and exceed their transformation, productivity, and efficiency objectives. * Assist customers in accelerating their digital transformation by leveraging Moody's state-of-the-art GenAI solutions. * Develop thought leadership and GenAI-related case studies. * Support business development, define proofs of concept (POCs), and provide front-line sales teams with the expertise and support they need. * Demonstrate strong problem-solving skills and an ability to work autonomously in a fast-paced environment. About the team Our Global GenAI Sales Team is responsible for driving sales that include GenAI and new technologies. We lead new technology initiatives by engaging with customers to guide their digital transformation journeys, commercialize these technologies for early adopters to close large and complex opportunities, and create thought leadership to build Moody's brand and market position. By joining our team, you will be part of exciting work in shaping the future offering by acting as the voice of the customer and staying at the forefront of emerging technologies. For US-based roles only: the anticipated hiring base salary range for this position is $163,300.00 - $236,800.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.
    $163.3k-236.8k yearly 49d ago
  • Let's begin! Insurance Customer Engagement

    Moody's Corporation 4.9company rating

    New York, NY jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Competencies * Working towards a bachelor's or master's degree in quantitative subject (financial mathematics, mathematics, physics, economics etc.) * Understanding of financial mathematics e.g., derivative pricing, interest-rate modelling, econometrics, stochastic processes, Monte-Carlo simulation * Good interpersonal skills including the ability to work with team members from a range of academic and professional backgrounds * Good presentation skills including the ability to present technical topics to a varied audience * Strong analytical skills including data analysis, econometric techniques and statistical methods * Experience in one or more programming languages such as Python, VBA, C# etc. is advantageous * Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use Education * Graduation date of December 2026 - June 2027 * Ability to work during program dates: June 1st - August 7th 2026 Responsibilities * As an intern within the Customer Engagement team for Moody's Scenario Generator Product Suite you will be involved across several aspects of our engagements with end customers including technical product support and advisory/research projects. In addition, you will see first-hand how the team interacts with our end-users at Insurance clients through calls, email and in-person meetings * Support technical client engagements * Contribute to quantitative research andn advisory projects * Collaborate in solution implementation and customization About the Team Moody's Scenario Generator is a stochastic modelling solution used by Insurers, Asset Managers and Pension Funds to help quantify all aspects of Market, Credit and Liability Risk within their Portfolios. The Customer Engagement team for Moody's Scenario Generator Product Suite is responsible for maintaining relationships with current users and stakeholders and ensuring that clients are maximizing their usage of our tools. The team covers all elements of the post-sales engagement with customers including implementation/customization of the solution, technical product support and ongoing review meetings. We also collaborate extensively with other teams at Moody's to ensure that our Scenario Generator products work seamlessly with upstream and downstream solutions from Moody's. For US-based roles only: the anticipated hiring hourly range for this position is $35, depending on factors such as experience, education, level, skills, and location. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.
    $35 hourly 14d ago
  • NAM (North America) Claims TPA Manager

    AIG Insurance 4.5company rating

    Customer experience manager job at AIG

    At AIG, we are reimagining the way we help customers to manage risk. Join us as a NAM (North America) Claims TPA Manager to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims TPA This role will report to NAM Head of Claims TPA Management. This role is responsible to identify and mitigate AIG's risk related to third party claim administrators by ensuring effective control and oversight strategies are in place and consistently executed. The position is the “go-to” source for the NAM business in relation to TPAs, through knowledge of the claims operational/technical processes and the AIG/TPA business relationships. The role requires the ability to balance the needs of multiple stakeholders, making sound decisions, utilizing your claims experience, judgment, and risk mitigation mindset. The role has ownership for key TPA performance outcomes for allocated TPAs, and day to day engagement and escalation resolution. How you will create an impact Lead TPA engagements for allocated TPAs to comply with AIG's Global Third-Party Risk Management Policy and Standards. Lead the governance oversight/management of allocated NAM TPAs. Work with Underwriting and Program Managers to secure renewals and new business opportunities for “unbundled business” through the use/approval of TPAs. Drive due diligence requirements for TPA onboarding to include onsite competency evaluations to ensure TPA meets AIG fitness requirements. Serve as an escalation point of contact for issue resolution that put the AIG customer/client experience at risk related to TPAs. Partner with designated business groups in the management of client File Transfers (TPA to TPA Transfers/AIG to TPA or TPA to AIG). Communicate and/or educate TPAs regarding applicable AIG claims procedures, protocols and claim handling expectations. Evaluation of TPA performance through onsite operational audits, coordination with AIG's technical claim audits and TPA key claim performance metrics. Drive TPA remediation activities/action plans as necessary to address poor performance. Lead relationships with allocated TPAs. Ensure accurate and timely responses / support to internal/external audits (PWC, State Regulatory, etc.) What you'll need to succeed Bachelor's degree preferred. 10+ years of experience with TPA's in Commercial Claims Team Leadership/Management/Technical Claims Handling. Relationship/Partnership/Account management background - a plus. Strong claims and claims operational background. Strong understanding of the insurance industry/market. A record of providing outstanding claim service and customer service experience. Excellent verbal and written communication skills with strong influencing communication skills. Experience in conflict resolution, or the ability to de-escalate tense situations - comfortable in a role that requires negotiation. Analytical skills, resourceful with the ability to search and find answers/market data as needed. Results oriented, and able to work well under pressure. Excellent organizational skills - very flexible with moving from project to project while keeping track of progress. Proficiency with MS Office software, Excel and PowerPoint. Ready to accelerate your career? We would love to hear from you. Compensation for this position includes base salary and eligibility for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview. #LI-AIG #claimsprofessionals #InsuranceJobs #legalcareers #ClaimsAttorney #paralegaljobs #claimsexaminer #claimsadjuster #InsuranceCareers #TPAClaims #ClaimsTPA At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: CL - ClaimsAIG Claims, Inc.
    $73k-105k yearly est. Auto-Apply 60d+ ago

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