Senior Technician Specialist jobs at Axis - 732 jobs
Merchant Training and Oversight Specialist
American First Finance 4.1
Coppell, TX jobs
Merchant Training & Oversight Specialist The Merchant Training & Oversight (MTO) Specialist is responsible for delivering comprehensive training and oversight to merchants on the processes, policies, and program details of American First Finance's No Credit Needed payment solutions. This role plays a critical role in merchant success, ensuring they have the knowledge and tools to effectively utilize AFF's programs.
MTO Specialists conduct training sessions remotely via phone and webinars, guiding merchants through the transaction process, best practices, and compliance requirements. The ideal candidate thrives in a fast-paced, high-volume environment, balancing multiple priorities while delivering exceptional service and education.
What We Offer
Competitive Compensation + Growth Opportunities
Comprehensive Benefits Package (Medical, Dental, Vision, 401(k) Matching, PTO)
Collaborative & Fast-Paced Work Environment
Ongoing Professional Development & Training
Key Responsibilities
Conduct high-quality, remote training sessions for merchants via phone and webinars.
Serve as a subject matter expert on AFF's No Credit Needed payment solutions.
Educate merchants on best practices to enhance transaction efficiency and compliance.
Investigate and resolve merchant-related customer complaints, identifying knowledge or process gaps.
Monitor merchant advertising content to ensure compliance with AFF policies.
Collaborate with Sales, Compliance, and Customer Service teams to resolve high-priority merchant disputes.
Maintain detailed records of training sessions and merchant interactions in CRM and SharePoint.
Prioritize and manage assigned cases to meet performance SLAs and KPIs.
Identify opportunities to improve training content, processes, and merchant engagement.
Perform additional duties as assigned by leadership.
Qualifications & Experience
High School Diploma or equivalent required; College Degree preferred.
Minimum of 2 years of training, customer service, or call center experience.
Strong verbal and written communication skills, with the ability to present complex information clearly.
Proficient in Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms.
Excellent time management, organization, and attention to detail.
Ability to handle multiple tasks in a fast-paced, deadline-driven environment.
Comfortable with technology and digital platforms for training and case management.
Preferred Skills
Bilingual (English & Spanish) - Highly desirable.
Experience in training, coaching, or education roles.
Knowledge of consumer finance, merchant services, or compliance-related processes.
Key Competencies for Success
Customer Focus - Builds strong relationships, anticipates merchant needs, and delivers exceptional training and support.
Nimble Learning - Quickly adapts to new systems, updates, and process improvements.
Effective Communication - Presents information clearly and confidently, adjusting for different audiences.
Collaboration - Works effectively with cross-functional teams to ensure merchant success.
Resourcefulness - Efficiently manages multiple priorities and problem-solves in a dynamic environment.
About FirstCash Holdings, Inc.
FirstCash Holdings, Inc. is the leading international operator of pawn stores and a premier provider of technology-driven point-of-sale payment solutions, both dedicated to serving cash- and credit-constrained consumers.
With over 3,000 pawn stores across 29 U.S. states, the District of Columbia, and Latin America-including Mexico, Guatemala, Colombia, and El Salvador-FirstCash offers a diverse selection of pre-owned jewelry, electronics, tools, appliances, sporting goods, musical instruments, and more. In addition, our stores provide small, non-recourse pawn loans secured by pledged personal property, offering accessible financial solutions to the communities we serve.
Through our wholly owned subsidiary, American First Finance (AFF), FirstCash also delivers lease-to-own and retail finance payment solutions for consumer goods and services. With a nationwide network of over 13,000 retail merchant partners, we help customers access flexible financing options tailored to their needs.
With a workforce of approximately 20,000 employees across the U.S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As a recognized industry leader, the company is a proud component of both the S&P MidCap 400 Index and the Russell 2000 Index, reflecting our strength and stability in the market.
Join FirstCash and be part of a company that values integrity, customer service, and growth.
Note: The information contained in this description is not intended to be an all-inclusive list of the duties and responsibilities of this job or the skills and abilities required to do the job. Management has the discretion to assign/reassign duties and responsibilities to this job at any time. Duties and responsibilities may be subject to change at any time due to reasonable accommodation or other reasons.
Submission of your application confirms your "opt-in" desire to receive additional phone, text and email communications from the FirstCash Talent Acquisition Team. These communications include information about the specific job you applied for and other potential opportunities available at FirstCash. Message and data rates may apply. You can unsubscribe to text messages by replying STOP to the message at any time. You can unsubscribe from email communications by clicking unsubscribe, within the email, at any time. Visit ************************************ for additional questions or information.
FirstCash Holdings, Inc. is an Equal Opportunity Employer
FirstCash Holdings, Inc. is committed to the full inclusion of all qualified individuals. In keeping with this commitment, FirstCash will ensure that individuals with disabilities are provided with reasonable accommodation. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process; to perform the essential functions of the job; and/or to receive all other benefits and privileges of employment, please contact Human Resources at [email protected] or ************* Ext. 1
Our values are what drive us.
Servant Heart
There's no place for egos here. Customers and colleagues come first. Serving their needs and driving their engagement is our success.
Dare To Be Different
We are adaptable, creative, and courageous, like entrepreneurs willing to take the necessary risks to innovate and make things better. We challenge the status quo. We seek out different ideas and perspectives as a means of expanding our ability to think and do more.
Embrace Change
That's not fear, that's excitement. We see change as core to our survival and our ability to manage change as a prerequisite to new opportunities that can allow us to learn, grow, and do more.
Get Stuff Done
We do whatever it takes to get the job done right. We inspect what we expect, take ownership of our actions, and operate with a sense of urgency in everything we do.
No Drama
We control the things we can control with a mindset to find solutions while minimizing complaint. We are all here for the same purpose, empowered to be the best we can be so that our purpose to deliver great products and services to more customers can be fulfilled.
Walk The Talk
We do what we say we are going to do and maintain the highest standards of performance for ourselves and others, at all times, always doing the right thing.
$48k-73k yearly est. 8d ago
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Technology Industry Banker - Growth & Innovation Lead
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy.
#J-18808-Ljbffr
$139k-177k yearly est. 5d ago
US Deputy CISO - Technology Risk & Cyber Security Leader
Scotiabank 4.9
Dallas, TX jobs
A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations.
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$99k-120k yearly est. 5d ago
Lockbox Remittance Specialist
Busey Bank 4.5
Glenview, IL jobs
The Lockbox Remittance Specialist handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit. Duties & Responsibilities
Payment Preparations and Processing
Sort incoming mail into correct customer bin.
Prepare batches of work by removing payments and forms from envelopes
Process all lockbox deposits from direct and indirect customers.
Quality Assurance Processing Measures
Follow standard operating procedures and customer specific instructions through data entry.
Verifying checks through customer specific instructions for processing
Balance/reconcile electronic and paper documentation.
Analyze information to determine accuracy and completeness of work.
Conduct non-routine research.
Operate high-speed imaging/ extraction Opex equipment.
Re-associate check images to corresponding material while validating quality of images.
Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security.
Team Support:
Lend help to immediate team/team members, as needed.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Excellent organizational skills
Keen sense of quality control and practices
Attention to detail and focus on meeting deadlines.
Ability to:
Analyze and comprehend client's standard operating procedures and instructions
Complete multiple manual tasks per transaction and/or client with precision
Ability to sit, stand, and walk for long periods of time
Be a team player and maintain a positive attitude at all times
Make judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$20/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-20 hourly 6d ago
Lockbox Remittance Specialist
Busey Bank 4.5
Creve Coeur, IL jobs
The Lockbox Remittance Specialist handles the servicing of all lockbox clients. You would be expected to maintain a high level of production and accuracy while preparing customers mailed in paper checks for deposit. Duties & Responsibilities
Payment Preparations and Processing
Sort incoming mail into correct customer bin.
Prepare batches of work by removing payments and forms from envelopes
Process all lockbox deposits from direct and indirect customers.
Quality Assurance Processing Measures
Follow standard operating procedures and customer specific instructions through data entry.
Verifying checks through customer specific instructions for processing
Balance/reconcile electronic and paper documentation.
Analyze information to determine accuracy and completeness of work.
Conduct non-routine research.
Operate high-speed imaging/ extraction Opex equipment.
Re-associate check images to corresponding material while validating quality of images.
Maintain HIPAA and confidentiality of customer account information; follow established policies and procedures as related to internal audits and security.
Team Support:
Lend help to immediate team/team members, as needed.
Education & Experience
Knowledge of:
Strong oral and written communication skills
Excellent organizational skills
Keen sense of quality control and practices
Attention to detail and focus on meeting deadlines.
Ability to:
Analyze and comprehend client's standard operating procedures and instructions
Complete multiple manual tasks per transaction and/or client with precision
Ability to sit, stand, and walk for long periods of time
Be a team player and maintain a positive attitude at all times
Make judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$20/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$18-20 hourly 6d ago
Card Payments Platform Architect & Tech Leader
Capital One 4.7
San Francisco, CA jobs
A leading financial services company in San Francisco is seeking a senior technical leader to define and drive technical strategy for their systems. The role involves designing scalable architectures, mentoring engineers, and collaborating with cross-functional teams. Ideal candidates will have over 10 years of experience in software engineering, expertise in distributed systems, and proficiency with cloud technologies. The position offers a comprehensive benefits package and a dynamic work environment.
#J-18808-Ljbffr
$110k-142k yearly est. 6d ago
Workday LMS Specialist
Hale International 3.4
Columbia, MD jobs
Workday Learning Management System Specialist - Up to $115,000 plus bonus - Hybrid in Columbia, MD
We are partnered with a national non-profit organization based in the U.S. that is seeking a Senior Program Manager of their Learning Management System to support the rollout and ongoing administration of Workday Learning. This role will help ensure that learning is accessible, easy to use, and well-supported across the organization.
Key Responsibilities:
Support the Workday Learning implementation through discovery and assessment of the current learning environment.
Partner with key stakeholders to define LMS goals and requirements within Workday.
Act as a liaison between Talent Management and IT during system development and implementation.
Provide post go-live administrative support for Workday Learning by managing the upload of learning content, documentation, and courses into the Workday Learning platform.
Role Requirements:
3 or more years of LMS experience in an analyst, administrator, or similar role.
Prior Workday experience is strongly preferred (Workday Learning experience is a major plus).
Strong stakeholder engagement skills, with the ability to translate business needs into system requirements.
No system configuration experience required.
This is the perfect opportunity to join a dynamic, collaborative, and supportive team in a fast-paced environment, where you'll have the opportunity to take the next step in your career. This role is perfect for motivated individuals who are passionate about developing their skills and driving growth within the organization.
If you're interested in learning more about this opportunity, please get in touch today!
$28k-43k yearly est. 3d ago
Senior
Citrin Cooperman Advisors LLC 4.7
New York, NY jobs
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Senior to join our Audit Department in New York City. As an Audit Senior you will be responsible for:
Responsibilities:
Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information.
Coordinate day-to-day duties, including planning, fieldwork, and wrap-up, ensuring seamless execution.
Demonstrate a deep understanding of U.S. generally accepted accounting principles (U.S. GAAP) and generally accepted auditing standards (GAAS).
Lead and manage audit engagements from planning to completion, ensuring adherence to timelines, budgets, and quality standards.
Mentor, train, and supervise staff.
Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients through positive interactions and responsiveness.
Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices.
Participate in professional development activities to enhance technical skills and knowledge.
Qualifications:
Bachelor's degree in Accounting or related field.
CPA or obtain 150 credit hours for CPA eligibility.
Minimum 2 years of experience with a public accounting firm required.
Excellent verbal and written communication skills, with a focus on client responsiveness.
Strong organizational and multitasking abilities.
Demonstrated teamwork and leadership skills.
Ability to excel both independently and collaboratively.
Detail-oriented with a commitment to accuracy and quality.
Outstanding analytical, organizational, and project management skills.
Proficient in Microsoft Office Applications.
Knowledge of Caseware/Caseview is a plus.
What we offer:
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
About Citrin Cooperman
Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
For positions in New York City, the salary range: $90,000 - $115,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
$90k-115k yearly Auto-Apply 60d+ ago
Senior
Citrin Cooperman Advisors LLC 4.7
New York, NY jobs
This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for knowledgeable tax and accounting a Senior to join our firm's Real Estate Group. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
Assume responsibility for completing multiple client assignments
Preparation of year-end tax closings including recording transactions, journal entries and review of books and records
Preparation of compiled financial statements
Prepare corporate, partnership, fiduciary and individual income tax returns
Handle tax notices and issues with government agencies
Develop and maintain client relationships
Qualifications:
3+ years of public accounting experience; CPA preferred
Diversified accounting and tax background in Real Estate preferred
Working knowledge of CCH Axcess, Engagement and QuickBooks, a plus
Ability to work in a fast-paced environment and be a team player
Effectively communicate with partners, staff, and clients
Strong organizational skills and attention to detail
What we offer:
Competitive Base Salary
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Modern, high-tech work environment in the world-renowned Rockefeller Center
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: ***********************
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
For positions in New York City, the salary range is $85,000 -- $110,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
$85k-110k yearly Auto-Apply 60d+ ago
Senior
Citrin Cooperman Advisors LLC 4.7
Philadelphia, PA jobs
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,500 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for an Audit Senior to join our Audit, Assurance, and Accounting Department in our Philadelphia. As an Audit Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
Perform and assist with audits, reviews, and compilations for clients in various industries
Prepare and analyze financial statements and evaluate internal controls
Assist with the coordination of the day-to-day duties of planning, fieldwork, and wrap-up
Deep understanding of accounting and reporting standards
Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines
Mentor, train and supervise lighter level staff
Contribute to a strong client relationship through positive interactions with client personnel
Communicate with Manager and/or Director on work status and client issues that arise
Qualifications:
Bachelor's degree required
CPA or in progress
3-5 years of experience within a public accounting firm required
Excellent verbal and written communication skills, including responsiveness to clients
Strong organizational skills are required; multi-tasking abilities
Demonstrated teamwork and leadership skills
Ability to work well independently but also work well with others
Approaches projects with a sense of urgency
Outstanding analytical, organizational and project management skills
Proficient in Microsoft Office Applications
Knowledge of Caseware/Caseview is a plus
What we offer:
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
About Citrin Cooperman
Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
$88k-111k yearly est. Auto-Apply 60d+ ago
Senior Commercial LOA
United Community Bank 4.5
Charlotte, NC jobs
Are you ready to make a significant impact in the Commercial Lending process? United Community is in search of a motivated and detail-oriented Commercial LOA to join our team. In this role, you will collaborate with Commercial Relationship Managers (CRMs) and Commercial Loan Closers to support both new and existing customers, ensuring a seamless credit facilitation process.
What You'll Do
Provide sales and administrative support to CRMs and other partners
Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting
Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes
Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes
Provide exceptional services and respond to internal and external customer requests
Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings
Requirements For Success
Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry
Strong interpersonal skills with clear and professional verbal and written communication skills
Solid understanding of federal and state banking regulations and compliance standards
Exceptional attention to detail and analytical thinking with a proactive approach to problem solving
Ability to manage multiple priorities independently while maintaining accuracy and meeting deadlines
PREFERRED: Hands-on experience with commercial loan documentation, processing, or servicing
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range USD $38,769.00 - USD $57,876.00 /Yr.
$38.8k-57.9k yearly Auto-Apply 2d ago
Sr. Salesforce SDE III
GM Financial 4.8
Arlington, TX jobs
Why GMF Technology?
Innovation isn't just a talking point at GM Financial, it's how we operate. From generative AI and cloud-native technologies to peer-led learning and hackathons, our tech teams are building real solutions that make a difference. We're committed to AI-powered transformation, using advanced machine learning and automation to help us reimagine customer interactions and modernize operations, positioning GM Financial as a leader in digital innovation within a dynamic industry.
Join us and discover a workplace where your ideas matter, your development is prioritized, and you can truly make a global impact.
Flexible hybrid work environment (onsite 2 days/week 3 days remote) in Arlington, TX.
Please note: We are unable to provide any type of visa sponsorship for this position now or in the future.
Senior Salesforce Developer - Lead Innovation in Cloud-First Engineering
Are you a seasoned Salesforce developer ready to shape the future of enterprise cloud solutions? Join a high-performing Agile team where your expertise will drive impactful digital transformation across web, API, and cloud platforms.
We're looking for a Senior Salesforce Software Development Engineer (SDE III) who thrives in a fast-paced, collaborative environment and is passionate about building scalable, secure, and elegant solutions using modern Salesforce and cloud-native technologies.
Experience
Bachelor's Degree in Computer Science or related Engineering field; and/or commensurate experience preferred
4-6 years of hands-on Salesforce development experience, including deep proficiency in Apex, Visualforce, and Lightning Web Components (LWC).
Proven ability to design and implement scalable solutions across Sales Cloud, Service Cloud, Automotive Cloud, and Financial Services Cloud, leveraging platform features like OmniStudio, Flow, and Experience Cloud.
Strong understanding of Salesforce data architecture, security models, and integration patterns using REST/SOAP APIs, Platform Events, and External Services.
Experience with legacy components (Aura, Visualforce) and modern frameworks (LWC, SLDS), with a focus on performance, usability, and maintainability.
Skilled in declarative development and configuration, including custom objects, validation rules, workflows, and process automation.
Familiarity with Salesforce DevOps practices using tools like Salesforce DX, Azure DevOps, Jenkins, and Git, including CI/CD pipelines and automated testing.
Ability to work across the full development lifecycle in Agile Scrum teams, driving continuous improvement and delivering high-quality, production-ready solutions.
Tech Stack Highlights
Salesforce UI/Frontend: Lightning Web Components (LWC), Aura Components, Visualforce, SLDS (Salesforce Lightning Design System)
DevOps & Automation: Azure DevOps, Terraform, Jenkins
Security & Quality: Salesforce Shield, SonarQube, Checkmarx
Databases: Oracle, SQL Server, NoSQL
Testing: Selenium, DevTest, TestNG, Postman, SpecFlow, JMeter
Why Join Us?
Work on mission-critical platforms that power enterprise operations.
Be part of a forward-thinking engineering culture that values innovation, autonomy, and technical mastery.
Enjoy flexible work arrangements, continuous learning opportunities, and a supportive team environment.
What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays.
Our Culture: Our team members define and shape our culture to an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work, we thrive.
Compensation: Competitive pay and bonus eligibility
Work Life Balance: Flexible hybrid work environment, 2-days a week in office at Arlington, TX location, 3 days work from home
Please note: We are unable to provide any type of visa sponsorship now or in the future for this position.
#LI-hybrid #LI-MH1 #GMFJobs #salesforce #salesforcedeveloper #sale
Architect and build advanced Salesforce and cloud-based applications that solve real business challenges.
Lead by example-mentor developers, influence technical direction, and foster a culture of excellence.
Drive innovation through proof-of-concepts, feasibility studies, and continuous exploration of emerging technologies.
Collaborate cross-functionally with architects, product owners, and external partners to deliver high-impact solutions.
Champion DevSecOps practices including CI/CD, automated testing, and secure coding standards.
Ensure reliability and scalability by proactively resolving production issues and optimizing performance.
$97k-124k yearly est. Auto-Apply 60d+ ago
Training Specialist
United Community Bank 4.5
Athens, GA jobs
Elevate Your Career as a Training Specialist!
Are you passionate about empowering others through education and training? As a Training Specialist, you'll play a crucial role in onboarding new hires and delivering exceptional training experiences for our employees. If you thrive in a dynamic environment and have a knack for engaging presentations, we want you on our team! This position can sit anywhere inside the United Community Bank Footprint.
About the Role:
In this pivotal role, you'll be responsible for creating and delivering ongoing training for employees and new hires. You'll ensure an outstanding training experience for Consumer, Small Business, and Commercial roles, manage training schedules, and collaborate with various departments to support training initiatives.
What You'll Do
Lead Training Sessions: Conduct training for retail new hires, systems, platforms, procedure/process changes, and new project-related needs.
Align with Company Culture: Ensure all training materials reflect the company culture and values.
Develop Training Programs: Identify skill gaps and develop programs to bridge them, working closely with hiring managers, in-branch guides, Regional Managers, and Subject Matter Experts.
Research and Create Content: Develop and manage training criteria, programs, and initiatives through various methods suitable for the topic and audience.
Support Departments: Partner with other departments to provide training and track progress through surveys to ensure effectiveness.
Maintain Materials: Keep training materials, procedures, and custom LMS courses updated and relevant.
Budget Management: Assist with budget recommendations for new training initiatives and manage expenses to align with the approved budget.
Administrative Duties: Provide backup support for the LMS system, write internal communications, and maintain departmental websites.
Coordinate Events: Plan and manage on and off-site meetings for training initiatives and assist with conversion and acquisition training as needed.
Communicate with New Hires: Inform new hires about training schedules and assess their progress, communicating developmental needs to hiring managers.
Requirements For Success
Experience:
Minimum of 3 years' experience in the financial and/or training industry.
Education:
Degree in Business, Finance, or a related field, or equivalent experience.
Required Skills:
Knowledge of bank products, services, initiatives, and company culture.
Familiarity with bank policies and procedures.
Self-motivation and the ability to work independently.
Confident public speaking skills.
Strong time management and organizational skills.
Excellent written and verbal communication skills.
Ability to interact with all levels of management and employees.
Proficiency in Microsoft Office programs, deposit and loan systems, and procedures.
Ability to lead in-person, WebEx, and recorded training sessions.
Up-to-date with industry training methods.
Preferred Skills:
Experience in creating and delivering training programs.
Strong problem-solving and analytical skills.
Collaborative and action-oriented mindset.
Why Join Us?
Innovative Environment: Be part of a forward-thinking company that values your input.
Professional Growth: Opportunities for continuous learning and career advancement.
Supportive Team: Collaborate with dedicated professionals who are passionate about their work.
Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed.
Work Environment:
United location within our footprint.
Position Type:
Full-time with schedule flexibility.
Travel:
Up to 30% travel required.
Conditions of Employment
Conditions of Employment:
• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position
FLSA Status:
• Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $42,061.00 - USD $64,465.00 /Yr.
$42.1k-64.5k yearly Auto-Apply 21d ago
Senior Systems and Reporting Specialist- Finance
Edward Jones 4.5
Tempe, AZ jobs
This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
We are seeking a proactive and detail-oriented Systems and Reporting Analyst to support the sourcing organization through strategic system administration and data-driven reporting. This role is responsible for managing procurement platforms, ensuring data integrity, and delivering insights that drive sourcing performance and operational efficiency. The ideal candidate will have a strong analytical mindset, technical aptitude, and a collaborative approach to cross-functional partnerships.
Systems Administration
* Serve as the system owner for Coupa, internal PO tools, and benchmarking platforms.
* Partner with Digital teams and suppliers to resolve technical issues and implement system enhancements.
* Maintain system documentation and develop training materials for end users.
* Represent sourcing processes in Coupa Procure-to-Pay (P2P) design, testing, and implementation.
Reporting
* Maintain dashboards and reports to monitor sourcing performance, spend analysis, and comply with regulatory requirements.
* Ensure data accuracy and consistency across reporting platforms.
* Conduct quality assurance reviews on contracts to support metric tracking and compliance.
Process Support
* Ensure compliance with sourcing policies and procedures.
* Support supplier onboarding and system integration activities.
* Lead PO process and provide maintenance and support for Sourcing and stakeholders.
* Collaborate with stakeholders to resolve system-related issues and improve process efficiency.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
* Bachelors degree required in Supply Chain, Business, Finance, or related field.
* 3+ years experience in Finance, Procurement, or related field.
* Proficiency in Coupa (reporting, PO management, contract modules).
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
The Workday Specialist will serve as a technical professional responsible for the configuration, maintenance, and optimization of Cerity Partners' Workday HCM, Payroll, Compensation, and Talent modules. This role requires deep technical expertise in Workday configuration and the ability to design and implement solutions across these core areas to support our rapidly growing organization of 1,600+ employees and 30-40 annual acquisitions. The ideal candidate will partner closely with HC Operations leadership to translate business requirements into technical solutions, manage system integrations, and ensure platform stability and data integrity.
Primary Responsibilities
Configure and maintain Workday HCM, Payroll, Benefits, and Talent modules including business processes, security groups, calculated fields, eligibility rules, and integrations to support evolving business needs
Design and implement technical solutions for annual open enrollment cycles and connections to our 3rd party vendors
Manage complex payroll configurations including earnings, deductions, tax setups, retroactive calculations, and payroll integrations with third-party systems
Configure talent management processes including performance reviews, goal management, succession planning, and career development workflows
Administer Workday security framework including role-based access, security groups, domain policies, and user provisioning across HCM, Payroll, Compensation, and Talent
Lead system testing, troubleshooting, and resolution of configuration issues; serve as escalation point for complex technical challenges across all four modules
Support acquisition integrations by configuring new legal entities, organizational structures, compensation plans, and employee data conversions in Workday
Partner with HC Operations team and business stakeholders to gather requirements, design solutions, and implement configurations that optimize people, benefits, payroll and talent workflows
Maintain system documentation including configuration guides, business process workflows, security matrices, and compensation plan designs
Stay current on Workday releases and proactively identify opportunities to leverage new functionality in HCM, Payroll, Compensation, and Talent modules
Required Qualifications:
Bachelor's degree in Information Systems, Human Resources, Business Administration, or related field
3-5 years of hands-on Workday configuration experience with demonstrated expertise in at least three of the following: HCM, Payroll, Benefits, and Talent modules
Strong payroll configuration knowledge including earnings codes, deductions, tax setups, retroactive processing, and payroll calculations
Experience configuring talent management processes including performance reviews, goals, succession planning, and development plans
Deep understanding of Workday data model, security framework, business process framework, and calculated fields
Experience with Workday integrations (EIBs, Core Connectors, Studio) and mass operations for data management
Excellent analytical and problem-solving skills with meticulous attention to detail and data integrity
Preferred Qualifications:
Workday Pro Certification in HCM & Payroll
Experience supporting all four modules (HCM, Payroll, Benefits, Talent) in an integrated environment
Experience supporting organizations with high acquisition activity and managing multiple compensation plans and payroll entities
Familiarity with Workday Advanced Compensation, Prism Analytics, or custom reporting for compensation and talent analytics
Experience with merit benefits configuration & provider integrations
Skills and Competencies:
Deep technical proficiency in Workday configuration across HCM, Payroll, Benefits, and Talent modules
Strong analytical thinking with ability to design and troubleshoot complex benefits, tax, and payroll calculations
Excellent communication skills with ability to explain technical concepts to HR, Finance, and business stakeholders
Detail-oriented with strong organizational skills and ability to manage multiple concurrent projects
Collaborative approach with ability to work effectively across HC Operations, Finance, and business leadership
Process improvement mindset with focus on automation and efficiency
Adaptability and comfort with ambiguity in a fast-paced, high-growth environment with frequent acquisitions
Continuous learning mindset to stay current with Workday platform updates and compensation/talent best practices
Compensation Range:
$100,000 - $120,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
$100k-120k yearly Auto-Apply 9d ago
Senior Talent Lead, India
Redesign Health 4.2
New York, NY jobs
About the Company
Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors.
Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI.
Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world.
Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh.
About the Job:
As Senior Talent Lead you will work closely with Redesign Hiring Managers and leaders to define, optimize, and execute talent attraction strategies across internal hiring and our talent ecosystem. You will also contribute directly to scouting and screening potential founders to meet our company creation goals.
Please note that this role requires working 3 days/week from our Bengaluru office and a 5 hour per day overlap with Eastern Standard Time. This role will report to a leader based in the U.S.
What You'll Do:
Internal Hiring;
Partner closely with senior Redesign Health leadership to understand talent needs, offering strategic guidance on team structure, hiring strategies, and market insights.
Talent acquisition strategy development and execution: Lead the development, execution, and iteration of talent strategies to help Resign Founders attract their most critical founding team members.
Identify and engage potential candidates through various sourcing channels, including job boards, social media, and professional networks, to support the Ventures team and other Redesign Health initiatives.
Own end-to-end searches from conducting initial candidate evalutions through offer completion while aligning with company culture and providing a positive candidate experience.
Provide data-driven insights to stakeholders on talent acquisition trends, performance metrics, and opportunities for improvement.
Founder Sourcing;
Founder Sourcing: Engage in direct sourcing efforts and introductions, and manage the relationship with potential founders in order to effectively match them to new concept ideas in our global funnel.
What You'll Need:
8-10 years of talent attraction or recruiting experience in a startup or venture environment, ideally in healthcare or technology.
You demonstrate a track record of attracting and recruiting high-performing talent in fast-paced environments and holding a high bar for talent.
Your core focus has been in technical recruiting and you have a proven ability to identify, attract, and evaluate in-demand engineering and AI talent.
You anticipate future trends and align talent acquisition strategies with organizational goals, diving into details when necessary to address challenges.
You excel at building trust and inspiring confidence, fostering a cohesive work environment, and maintaining strong relationships with senior leaders and key partners to balance strategic goals.
You communicate insights, updates, and recommendations clearly, driving alignment and action with urgency.
In a high-growth environment, you thrive by adapting quickly to shifting priorities and challenges. You focus relentlessly on achieving outcomes, delivering value through collaboration and a team-first approach in order to achieve shared goals.
Proven ability to leverage with AI tools to maximize productivity.
Self-starter who thrives in entrepreneurial environments; able to navigate ambiguity and drive outcomes across time zones
Deep interest in healthcare, innovation, and building new businesses from scratch.
Global experience with an ability to quickly get up to speed on new markets and cultures.
Who You Are:
Action-Oriented. You take initiative and drive results, proactively tackling challenges and opportunities. You move quickly and decisively, always focusing on achieving goals and making things happen.
Manages Ambiguity. You deal comfortably with the uncertainty of change, and are calm and productive, even when things are up in the air.
Cultural Competence. You navigate cultural differences with ease, showing respect and understanding for diverse perspectives. You adapt your communication and behavior to different cultural contexts to foster inclusive and effective interactions.
Effective Collaboration. You work seamlessly with others, leveraging diverse strengths and perspectives, and proactively seek to understand and drive consensus among your stakeholders and colleagues. You foster a cooperative environment where all contributions are valued, driving team success through mutual respect and shared goals.
Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role. You have built systems and workflows for yourself more sophisticated than basic ChatGPT/LLM usage and are constantly experimenting with new ways to use technology to disrupt yourself.
$89k-120k yearly est. Auto-Apply 60d+ ago
Governance & Control Specialist * - Insider Training Specialist (US)
TD Bank 4.5
Denver, CO jobs
Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Governance & Control
**Job Description:**
The Governance & Control Specialist manages a portfolio of governance and control activities for moderately complex or high-risk business or functional area and implements policies/processes and/or initiatives to meet governance and control guidelines. Acts as a technical lead on key control initiatives.
We're seeking a highly motivated and detail oriented professional to join the Insider Threat Management Operations Support team. Insider Threat Management is a centralized, first-line of defense, responsible for detecting, investigating and addressing insider risk related concerns across the Bank. The Operations Enablement team supports Insider Threat Management and the Enterprise with insider risk education and awareness.
As a part of this team, you will **develop and deliver training and communications** and perform routine maintenance of program assets. You'll also provide support to the organization by operating a shared mailbox
**Depth & Scope:**
+ Highly seasoned professional role requiring substantial business knowledge/expertise in a complex field and knowledge of broader related areas
+ Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations
+ Ability to work collaboratively and build relationships across teams and functions
+ Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
+ Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
+ Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
+ Independently manages end-to-end functional programs
+ Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
+ Works autonomously as the lead and guides others within area of expertise
**Education & Experience:**
+ Undergraduate degree preferred
+ 7+ years of relevant experience
+ Advanced business understanding and knowledge of risk and control functions
+ Advanced knowledge of governance, risk and control procedures, strategies & tactics
+ Knowledge of current and emerging competitor and market trends
+ Ability to establish goals and objectives that support delivery execution for multiple teams
+ Ability to contribute to the direction of the function and provide advice to the team and delivery leadership
+ Ability to lead, plan, execute and evaluate project activities to ensure completion of initiatives
+ Skill in mentoring, and performance management
+ Skill in using analytical software tools, data analysis methods and reporting techniques
+ Skill in using computer applications including MS Office and industry standards
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships across teams and functions
+ Ability to work successfully as a member of a team and drive team execution
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
**Preferred Qualifications:**
**The successful candidate will articulate their abilities in**
+ **Background following published policies, standards, procedures and resource documents Fraud AML KYC training in background is HIGHLY** **preferred**
+ **Experience in leading the end-to-end development of training and communications in Power Point HIGHLY preferred**
+ **Proficiency in leading others in the development of training and communications content**
+ **Background in delivering training to audiences of all sizes through virtual or in-person facilitation**
+ **Exposure communicating with, and gathering and discussing feedback from, cross functional partners**
+ **Ability to assess support requests, consult with requesters and recommend solutions**
+ **Knowledge around evaluating training effectiveness survey results and developing action plans**
+ **Proficiency in ensuring the program is well managed, meets business priorities, and complies with internal / external requirements**
+ **Adobe Premiere Pro**
**Customer Accountabilities:**
+ Contributes to the strategic direction of the business governance and control function and plays a key role in the development and implementation of risk strategies in support of the overall business strategy
+ Develops and documents a comprehensive inventory of processes and controls with clearly-defined owners and roles and responsibilities for each process and control
+ Participates in the intake of applicable regulation, assessment of impact to the business line, and the comprehensive mapping of associated controls to rules and regulations
+ Reviews end-to-end processes and controls and connects the dots across issues and control deficiencies across various BUs in order to increase standardization of solutions, processes and controls
+ Leads the integrated execution of policies/procedures/changes across multiple functional areas
+ Provides direction to complex, wide-ranging enterprise or cross-function/business projects as a SME, identifies risk/provides guidance for complex situations and participates in designing, testing, and implementation of solutions
+ Acts as lead for area of specialization with industry, enterprise, and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management in the governance and control space
**Shareholder Accountabilities:**
+ Ensures programs/policies/practices are well-managed, meet business needs/priorities, and comply with internal/external requirements
+ Exercises discretion in managing communication/correspondence, information and all matters of confidentiality
+ Leads research projects; supports the development/delivery of materials and presentations to management or broader audience
+ Conducts analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies, or practices
+ Adheres to enterprise frameworks or methodologies that relate to activities across businesses and functions
+ Manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk transactions/activities as necessary
+ Maintains a culture of risk management and control, supported by processes in alignment with risk appetite
+ Is knowledgeable of and complies with Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Participates as a member of the team, supports a positive work environment and ensures timely communication
+ Provides leadership as a SME and participates in knowledge transfer within the team/business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Keeps others informed about the status/progress of projects
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Contributes to a fair, positive and equitable environment
+ Acts as a brand ambassador for your business area/function and the Bank
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91k-136.2k yearly 9d ago
Governance & Control Specialist * - Insider Training Specialist (US)
TD Bank 4.5
Atlanta, GA jobs
Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Governance & Control
**Job Description:**
The Governance & Control Specialist manages a portfolio of governance and control activities for moderately complex or high-risk business or functional area and implements policies/processes and/or initiatives to meet governance and control guidelines. Acts as a technical lead on key control initiatives.
We're seeking a highly motivated and detail oriented professional to join the Insider Threat Management Operations Support team. Insider Threat Management is a centralized, first-line of defense, responsible for detecting, investigating and addressing insider risk related concerns across the Bank. The Operations Enablement team supports Insider Threat Management and the Enterprise with insider risk education and awareness.
As a part of this team, you will **develop and deliver training and communications** and perform routine maintenance of program assets. You'll also provide support to the organization by operating a shared mailbox
**Depth & Scope:**
+ Highly seasoned professional role requiring substantial business knowledge/expertise in a complex field and knowledge of broader related areas
+ Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations
+ Ability to work collaboratively and build relationships across teams and functions
+ Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
+ Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
+ Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
+ Independently manages end-to-end functional programs
+ Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
+ Works autonomously as the lead and guides others within area of expertise
**Education & Experience:**
+ Undergraduate degree preferred
+ 7+ years of relevant experience
+ Advanced business understanding and knowledge of risk and control functions
+ Advanced knowledge of governance, risk and control procedures, strategies & tactics
+ Knowledge of current and emerging competitor and market trends
+ Ability to establish goals and objectives that support delivery execution for multiple teams
+ Ability to contribute to the direction of the function and provide advice to the team and delivery leadership
+ Ability to lead, plan, execute and evaluate project activities to ensure completion of initiatives
+ Skill in mentoring, and performance management
+ Skill in using analytical software tools, data analysis methods and reporting techniques
+ Skill in using computer applications including MS Office and industry standards
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships across teams and functions
+ Ability to work successfully as a member of a team and drive team execution
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
**Preferred Qualifications:**
**The successful candidate will articulate their abilities in**
+ **Background following published policies, standards, procedures and resource documents Fraud AML KYC training in background is HIGHLY** **preferred**
+ **Experience in leading the end-to-end development of training and communications in Power Point HIGHLY preferred**
+ **Proficiency in leading others in the development of training and communications content**
+ **Background in delivering training to audiences of all sizes through virtual or in-person facilitation**
+ **Exposure communicating with, and gathering and discussing feedback from, cross functional partners**
+ **Ability to assess support requests, consult with requesters and recommend solutions**
+ **Knowledge around evaluating training effectiveness survey results and developing action plans**
+ **Proficiency in ensuring the program is well managed, meets business priorities, and complies with internal / external requirements**
+ **Adobe Premiere Pro**
**Customer Accountabilities:**
+ Contributes to the strategic direction of the business governance and control function and plays a key role in the development and implementation of risk strategies in support of the overall business strategy
+ Develops and documents a comprehensive inventory of processes and controls with clearly-defined owners and roles and responsibilities for each process and control
+ Participates in the intake of applicable regulation, assessment of impact to the business line, and the comprehensive mapping of associated controls to rules and regulations
+ Reviews end-to-end processes and controls and connects the dots across issues and control deficiencies across various BUs in order to increase standardization of solutions, processes and controls
+ Leads the integrated execution of policies/procedures/changes across multiple functional areas
+ Provides direction to complex, wide-ranging enterprise or cross-function/business projects as a SME, identifies risk/provides guidance for complex situations and participates in designing, testing, and implementation of solutions
+ Acts as lead for area of specialization with industry, enterprise, and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management in the governance and control space
**Shareholder Accountabilities:**
+ Ensures programs/policies/practices are well-managed, meet business needs/priorities, and comply with internal/external requirements
+ Exercises discretion in managing communication/correspondence, information and all matters of confidentiality
+ Leads research projects; supports the development/delivery of materials and presentations to management or broader audience
+ Conducts analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies, or practices
+ Adheres to enterprise frameworks or methodologies that relate to activities across businesses and functions
+ Manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk transactions/activities as necessary
+ Maintains a culture of risk management and control, supported by processes in alignment with risk appetite
+ Is knowledgeable of and complies with Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Participates as a member of the team, supports a positive work environment and ensures timely communication
+ Provides leadership as a SME and participates in knowledge transfer within the team/business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Keeps others informed about the status/progress of projects
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Contributes to a fair, positive and equitable environment
+ Acts as a brand ambassador for your business area/function and the Bank
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91k-136.2k yearly 9d ago
Governance & Control Specialist * - Insider Training Specialist (US)
TD Bank 4.5
Phoenix, AZ jobs
Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Governance & Control
**Job Description:**
The Governance & Control Specialist manages a portfolio of governance and control activities for moderately complex or high-risk business or functional area and implements policies/processes and/or initiatives to meet governance and control guidelines. Acts as a technical lead on key control initiatives.
We're seeking a highly motivated and detail oriented professional to join the Insider Threat Management Operations Support team. Insider Threat Management is a centralized, first-line of defense, responsible for detecting, investigating and addressing insider risk related concerns across the Bank. The Operations Enablement team supports Insider Threat Management and the Enterprise with insider risk education and awareness.
As a part of this team, you will **develop and deliver training and communications** and perform routine maintenance of program assets. You'll also provide support to the organization by operating a shared mailbox
**Depth & Scope:**
+ Highly seasoned professional role requiring substantial business knowledge/expertise in a complex field and knowledge of broader related areas
+ Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations
+ Ability to work collaboratively and build relationships across teams and functions
+ Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
+ Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
+ Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
+ Independently manages end-to-end functional programs
+ Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
+ Works autonomously as the lead and guides others within area of expertise
**Education & Experience:**
+ Undergraduate degree preferred
+ 7+ years of relevant experience
+ Advanced business understanding and knowledge of risk and control functions
+ Advanced knowledge of governance, risk and control procedures, strategies & tactics
+ Knowledge of current and emerging competitor and market trends
+ Ability to establish goals and objectives that support delivery execution for multiple teams
+ Ability to contribute to the direction of the function and provide advice to the team and delivery leadership
+ Ability to lead, plan, execute and evaluate project activities to ensure completion of initiatives
+ Skill in mentoring, and performance management
+ Skill in using analytical software tools, data analysis methods and reporting techniques
+ Skill in using computer applications including MS Office and industry standards
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships across teams and functions
+ Ability to work successfully as a member of a team and drive team execution
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
**Preferred Qualifications:**
**The successful candidate will articulate their abilities in**
+ **Background following published policies, standards, procedures and resource documents Fraud AML KYC training in background is HIGHLY** **preferred**
+ **Experience in leading the end-to-end development of training and communications in Power Point HIGHLY preferred**
+ **Proficiency in leading others in the development of training and communications content**
+ **Background in delivering training to audiences of all sizes through virtual or in-person facilitation**
+ **Exposure communicating with, and gathering and discussing feedback from, cross functional partners**
+ **Ability to assess support requests, consult with requesters and recommend solutions**
+ **Knowledge around evaluating training effectiveness survey results and developing action plans**
+ **Proficiency in ensuring the program is well managed, meets business priorities, and complies with internal / external requirements**
+ **Adobe Premiere Pro**
**Customer Accountabilities:**
+ Contributes to the strategic direction of the business governance and control function and plays a key role in the development and implementation of risk strategies in support of the overall business strategy
+ Develops and documents a comprehensive inventory of processes and controls with clearly-defined owners and roles and responsibilities for each process and control
+ Participates in the intake of applicable regulation, assessment of impact to the business line, and the comprehensive mapping of associated controls to rules and regulations
+ Reviews end-to-end processes and controls and connects the dots across issues and control deficiencies across various BUs in order to increase standardization of solutions, processes and controls
+ Leads the integrated execution of policies/procedures/changes across multiple functional areas
+ Provides direction to complex, wide-ranging enterprise or cross-function/business projects as a SME, identifies risk/provides guidance for complex situations and participates in designing, testing, and implementation of solutions
+ Acts as lead for area of specialization with industry, enterprise, and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management in the governance and control space
**Shareholder Accountabilities:**
+ Ensures programs/policies/practices are well-managed, meet business needs/priorities, and comply with internal/external requirements
+ Exercises discretion in managing communication/correspondence, information and all matters of confidentiality
+ Leads research projects; supports the development/delivery of materials and presentations to management or broader audience
+ Conducts analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies, or practices
+ Adheres to enterprise frameworks or methodologies that relate to activities across businesses and functions
+ Manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk transactions/activities as necessary
+ Maintains a culture of risk management and control, supported by processes in alignment with risk appetite
+ Is knowledgeable of and complies with Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Participates as a member of the team, supports a positive work environment and ensures timely communication
+ Provides leadership as a SME and participates in knowledge transfer within the team/business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Keeps others informed about the status/progress of projects
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Contributes to a fair, positive and equitable environment
+ Acts as a brand ambassador for your business area/function and the Bank
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91k-136.2k yearly 9d ago
Governance & Control Specialist * - Insider Training Specialist (US)
TD Bank 4.5
Dallas, GA jobs
Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Governance & Control
**Job Description:**
The Governance & Control Specialist manages a portfolio of governance and control activities for moderately complex or high-risk business or functional area and implements policies/processes and/or initiatives to meet governance and control guidelines. Acts as a technical lead on key control initiatives.
We're seeking a highly motivated and detail oriented professional to join the Insider Threat Management Operations Support team. Insider Threat Management is a centralized, first-line of defense, responsible for detecting, investigating and addressing insider risk related concerns across the Bank. The Operations Enablement team supports Insider Threat Management and the Enterprise with insider risk education and awareness.
As a part of this team, you will **develop and deliver training and communications** and perform routine maintenance of program assets. You'll also provide support to the organization by operating a shared mailbox
**Depth & Scope:**
+ Highly seasoned professional role requiring substantial business knowledge/expertise in a complex field and knowledge of broader related areas
+ Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations
+ Ability to work collaboratively and build relationships across teams and functions
+ Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services
+ Acts as a technical expert/lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists
+ Leads cross-functional teams or projects with significant resource requirements, risk and/or complexity
+ Independently manages end-to-end functional programs
+ Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions
+ Works autonomously as the lead and guides others within area of expertise
**Education & Experience:**
+ Undergraduate degree preferred
+ 7+ years of relevant experience
+ Advanced business understanding and knowledge of risk and control functions
+ Advanced knowledge of governance, risk and control procedures, strategies & tactics
+ Knowledge of current and emerging competitor and market trends
+ Ability to establish goals and objectives that support delivery execution for multiple teams
+ Ability to contribute to the direction of the function and provide advice to the team and delivery leadership
+ Ability to lead, plan, execute and evaluate project activities to ensure completion of initiatives
+ Skill in mentoring, and performance management
+ Skill in using analytical software tools, data analysis methods and reporting techniques
+ Skill in using computer applications including MS Office and industry standards
+ Ability to communicate effectively in both oral and written form
+ Ability to work collaboratively and build relationships across teams and functions
+ Ability to work successfully as a member of a team and drive team execution
+ Ability to exercise sound judgement in making decisions
+ Ability to analyze, organize and prioritize work while meeting multiple deadlines
**Preferred Qualifications:**
**The successful candidate will articulate their abilities in**
+ **Background following published policies, standards, procedures and resource documents Fraud AML KYC training in background is HIGHLY** **preferred**
+ **Experience in leading the end-to-end development of training and communications in Power Point HIGHLY preferred**
+ **Proficiency in leading others in the development of training and communications content**
+ **Background in delivering training to audiences of all sizes through virtual or in-person facilitation**
+ **Exposure communicating with, and gathering and discussing feedback from, cross functional partners**
+ **Ability to assess support requests, consult with requesters and recommend solutions**
+ **Knowledge around evaluating training effectiveness survey results and developing action plans**
+ **Proficiency in ensuring the program is well managed, meets business priorities, and complies with internal / external requirements**
+ **Adobe Premiere Pro**
**Customer Accountabilities:**
+ Contributes to the strategic direction of the business governance and control function and plays a key role in the development and implementation of risk strategies in support of the overall business strategy
+ Develops and documents a comprehensive inventory of processes and controls with clearly-defined owners and roles and responsibilities for each process and control
+ Participates in the intake of applicable regulation, assessment of impact to the business line, and the comprehensive mapping of associated controls to rules and regulations
+ Reviews end-to-end processes and controls and connects the dots across issues and control deficiencies across various BUs in order to increase standardization of solutions, processes and controls
+ Leads the integrated execution of policies/procedures/changes across multiple functional areas
+ Provides direction to complex, wide-ranging enterprise or cross-function/business projects as a SME, identifies risk/provides guidance for complex situations and participates in designing, testing, and implementation of solutions
+ Acts as lead for area of specialization with industry, enterprise, and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management in the governance and control space
**Shareholder Accountabilities:**
+ Ensures programs/policies/practices are well-managed, meet business needs/priorities, and comply with internal/external requirements
+ Exercises discretion in managing communication/correspondence, information and all matters of confidentiality
+ Leads research projects; supports the development/delivery of materials and presentations to management or broader audience
+ Conducts analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs, policies, or practices
+ Adheres to enterprise frameworks or methodologies that relate to activities across businesses and functions
+ Manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high-risk transactions/activities as necessary
+ Maintains a culture of risk management and control, supported by processes in alignment with risk appetite
+ Is knowledgeable of and complies with Bank Code of Conduct
**Employee/Team Accountabilities:**
+ Participates as a member of the team, supports a positive work environment and ensures timely communication
+ Provides leadership as a SME and participates in knowledge transfer within the team/business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Keeps others informed about the status/progress of projects
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Contributes to a fair, positive and equitable environment
+ Acts as a brand ambassador for your business area/function and the Bank
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.