Entry Level | Capital Markets Associate | Finance & Banking | Northern Virginia
Banker Job In Reston, VA
Are you a team player? Goal oriented? Are you Analytical and Driven with good Interpersonal skills?
Amazing opportunity to join the world of Secondary Marketing and Capital Markets with a Fortune 500, Multi-Billion dollar entity with great Training, Strong Corporate Culture, Tremendous Career Growth, Profit Sharing/Stock Options and Comprehensive Benefits.
The Capital Markets Associate is perfect for those looking to join a fast-paced and dynamic work environment. As a valued member of the Hedging & Trading team, you will be responsible for supporting the effective operations and day-to-day functions for managing interest rate risk on our mortgage pipeline and selling closed loans into the secondary mortgage market.
Primary Responsibilities:
Develop and build a deep understanding of mortgage secondary markets and pricing
Perform reconciliations with investors to ensure accuracy of loan sale proceeds as well as Mortgage-Backed Securities (MBS) trades
Ensure hedging reporting accuracy and work with investors to research mismatches
Create, design, and process capital markets management reports
Reconcile differences between daily cash positions with investors and internal databases
Monitor and track initiated trades and loan sale transactions
Assist in developing and maintaining job aids for essential functions
Qualifications:
Bachelor's degree in finance, accounting, business administration or related field
Excellent problem-solving skills and strong attention to detail
Experience with financial analysis tools including, but not limited to Microsoft Excel
Proficient in managing and analyzing large amounts of data
Strong interpersonal skills and ability to communicate effectively with internal stakeholders and investor contacts
Senior Premier Banker - Great Falls Branch - Great Falls, VA
Banker Job In Great Falls, VA
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
May study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting End Date:
29 Sep 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Quantitative Trader
Remote Banker Job
Job Title: Quantitative Trader - Futures (3+ Years Experience)
About Us:
MyFundedFutures is a premier futures prop trading firm, empowering traders to monetize their market potential. We provide a platform for traders to showcase their skills, complete challenges, and receive allocated simulated funds to trade in the futures markets without risking their own capital. Join our dynamic team to help shape the future of quantitative trading strategies and drive innovation in the financial markets!
Position Overview:
We are seeking a highly motivated and skilled Quantitative Trader with at least three years of experience in quantitative analysis and algorithmic trading. The ideal candidate will have a strong foundation in data analysis, financial modeling, and algorithm development, with proficiency in Python, R, or other relevant programming languages. This role offers the opportunity to work on cutting-edge trading strategies, develop quantitative models, and execute trades in live markets.
Key Responsibilities:
Develop, test, and implement quantitative trading strategies for the futures markets.
Design and optimize algorithms for market analysis, risk management, and trade execution.
Collaborate with data scientists, developers, and traders to analyze market patterns and execute high-frequency trading strategies.
Analyze large datasets to identify alpha signals and optimize existing strategies.
Continuously monitor and improve the performance of trading algorithms, ensuring they meet risk and profitability targets.
Ensure compliance with trading regulations and firm's risk management policies.
Stay updated with financial markets, new technologies, and emerging trends in quantitative trading.
Required Skills and Qualifications:
3+ years of professional experience in quantitative analysis, algorithmic trading, or related fields.
Proficiency in Python, R, or other programming languages for quantitative modeling and analysis.
Strong understanding of financial markets, particularly futures and derivatives.
Hands-on experience with statistical modeling, time series analysis, and machine learning for trading strategies.
Ability to work with large datasets and apply data-driven approaches to trading decisions.
Solid understanding of market microstructure, risk management, and execution strategies.
Strong analytical and problem-solving skills with attention to detail.
Experience with trading platforms, APIs, and backtesting tools.
Nice-to-Have Skills:
Experience in C++ or C# for high-performance algorithm development.
Familiarity with distributed systems, cloud infrastructure, or high-frequency trading environments.
Experience with portfolio optimization, quantitative risk models, or statistical arbitrage strategies.
Understanding of trading platforms and market data feeds.
Familiarity with options or equity trading in addition to futures.
What We Offer:
Competitive salary and benefits package.
A collaborative and innovative work environment.
Opportunities for professional growth and leadership development.
Exposure to cutting-edge trading technologies and complex market challenges.
Flexible remote working arrangements.
A small, close-knit team where your contributions will directly impact the company's success.
How to Apply:
Send your resume to ************************ and ************************. Please include examples of your work or a link to your GitHub profile if available.
Licensed Financial Planning Associate
Banker Job In Reston, VA
Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team!
This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Traits:
Strong initiative
Positive attitude
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Minimum Requirements:
College degree preferred
2+ years of financial service experience required
Series 65 or equivalent to get registered as an IAR required
Life and Health licensing preferred, or required within 30 days of hire
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite. including 365 and teams
Experience with Redtail CRM preferred
Position Responsibilities:
Assist clients with annuities, life, long-term care, and managed money
Develop, manage, and retain strong client relationships
Assist main Advisors with meeting individual and team goals
Resolve any issues regarding new accounts, transfers, or amendments
Complete and process servicing requests
Maintain database programs
Prepare paperwork for new client accounts
Salary:
$50K-$95K
Benefits
401(k) - automatic 4% company contribution based on salary
Health, Dental, Vision, LTD, Life and AD&D
Continuing education stipend/reimbursements
Wellness Reimbursement
All Federal holidays
PTO
Hours:
Monday - Friday
8:00am-5:00pm
Some evenings required for client events
Financial Sales Representative
Remote Banker Job
BlueLine Capital Group is a rapidly growing financial services provider based in New York, NY, offering a range of working capital to small businesses across the United States. The company prioritizes building long-term partnerships with clients, providing tailored support and expertise to help businesses succeed. BlueLine Capital Group values a customer-centric approach, viewing clients as partners and working closely with them to understand their unique needs.
Role Description
Calling prospects and introducing Blueline financial products to businesses via phone and email.
Follow up with interested prospects to communicate the value proposition of working with Blueline.
Close deals and successfully sell Blueline financial products to businesses.
Manage relationships in CRM software.
Create and achieve weekly, monthly, and quarterly sales targets
Qualifications
Communication and Customer Service skills
Sales skills
Desire to excel in a fast-paced, high-energy environment
Enjoy selling solutions and helping others grow
Organized, self-starting, and focused
Strong follow-up and time management skills
Efficient and concise communication skills
Strong analytical skills and attention to detail
If you are a self-motivated individual with excellent communication skills and a passion for sales, we would love to hear from you. Thank you for considering a career at Blueline Capital Group. We look forward to getting to know you.
Located on Wall Street, New York, NY: Relocate before starting work (Required)
THIS IS AN ON-SITE POSITION. THERE IS NOT A REMOTE POSITION.
Finance Relationship Associate
Remote Banker Job
Exciting Opportunity! Client Relationship Associate - Retirements & Investments
Pay Rate: $23.00/hour
Training Schedule:
Dates: 25-day training program starting 02/07/2025.
Schedule: Monday-Friday, 8:30 AM-5:00 PM (Hybrid: Remote on Mondays/Fridays, On-site Tuesday-Thursday).
Attendance: 100% required during training.
Post-Training Work Hours:
Monday-Friday, 9:30 AM-6:00 PM (Remote, 37.5-40 hours/week).
Step into a dynamic role as a Client Relationship Associate with a top-tier investment company renowned for its client-first focus, high ethical standards, and collaborative culture! This is your chance to build meaningful client relationships and become a trusted expert in financial services.
Why Join Us?
Paid training to become a technical subject matter expert.
Develop meaningful client relationships while assisting with investments, transactions, and financial services.
Hybrid training schedule and remote work flexibility after training.
Be part of a motivated team committed to helping clients achieve their financial goals.
What You'll Do:
Serve as the initial contact for clients, answering investment and account-related questions.
Handle monetary transactions and provide support for account issues.
Use a consultative approach to recommend financial products and services.
Document client feedback to improve processes.
Participate in special projects and develop your knowledge of the financial services industry.
This Role Is Perfect for You If You:
Have strong communication and relationship-building skills.
Thrive in a professional, respectful, and team-oriented environment.
Excel at simplifying complex financial information.
Are motivated, self-driven, and adaptable to change.
Are ready to grow your knowledge of the finance industry.
Relationship Banker - Warrenton Rd and Banks Ford - Fredericksburg VA
Banker Job In Fredericksburg, VA
JOB DESCRIPTION You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Strategic Financial Planning and Analysis Associate (Remote)
Remote Banker Job
CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You.
Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 120 offices and nearly 7,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.
CBIZ has been honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
About our Practice
The Strategic FP&A practice is an advisory group within the larger CBIZ Private Equity Advisory practice. Our team specializes in optimizing business planning efforts and model development for middle-market companies. Our strategic engagements are often surrounding operational and financial reporting which commonly emphasizes forecasting, profitability analysis, process improvement and data analytics.
We have offices across the country, with our headquarters located in Philadelphia and a significant presence in the Chicago and Denver markets; however, our team members historically, and currently, are welcome to work remotely/virtually from anywhere in the U.S. provided a willingness to travel on-site to our various client locations on an as-needed basis.
You will develop collaborative, lasting professional and personal relationships with clients regardless of your level and provide valuable services as a genuine trusted advisor.
You will have the opportunity for substantial professional development. There will be variety in the clients and situations that you work with that will build upon your current experiences.
You will work in an environment and culture where your efforts matter to our team and clients. The work that you do is highly valued and appreciated by our clients.
We offer a unique and comprehensive compensation package, including a consistent track record of maximum bonus payout and an upside in compensation when our practice exceeds its annual financial goals.
Promotions and career advancement are based on ability and talent, not tenure - our merit-based promotions provide opportunity to accelerate your career trajectory.
Our unique approach to practice and client management offers opportunities for autonomy and predictability in schedule from week-to-week, as well as reduced travel compared to industry standard - allowing our people to better plan their work activities and personal lives.
We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
When times get tough, we get tougher - and we stand by our people. We had extremely high retention during the pandemic - and we maintained our regular cycle of compensation increases and paid out substantially full bonuses to our team members throughout the uncertain time.
While we want our people to stay with our firm for their entire careers, we are also realistic. Though we hope that you continue to grow with our firm and progress through the leadership levels, we are equally committed to advancing your professional skills and career opportunities wherever they may lead which could include, but not limited to, a Controller or CFO role within a private equity business, a strategic M&A advisor, or finance operating partner within a private equity firm, etc.
If you are looking to join a talented, rapidly growing, entrepreneurially minded team where you can be your whole self, provide value to your clients, advance your skills and deepen your experiences, then consider joining our Strategic FP&A team at CBIZ Private Equity Advisory.
About the Role
The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.
Responsibilities
Key responsibilities include but are not limited to:
Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;
Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities;
Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements;
Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
Take ownership of functional work, which could include but is not limited to:
Budgeting / forecasting
Financial and operational reporting
Profitability analysis
Developing business processes
Data management
Preferred Qualifications
1-3 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial analyst, preferably with a middle-market private equity backed company
Intermediate knowledge of BI Tools or Data Analytics
Strong working knowledge of finance / accounting concepts such as financial statement mechanics
Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting)
Advanced proficiency in Excel
Strong business acumen and verbal / written communication
Minimum Qualifications
Bachelor's degree
1 year of relevant experience
Must be able to work in a team environment
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
Senior Finance Associate
Remote Banker Job
Koloma is a cutting-edge hydrogen start up, backed by some of the top climate tech investors on the planet. We are developing technologies that will enable the production of low cost, 24/7 available, carbon-free hydrogen. Our team is led by seasoned energy executives and world-renowned technical thought leaders. We are looking for a Senior Finance Associate to join us in our office in Denver, Colorado.
Candidate Requirements:
Undergraduate degree in finance, economics, accounting, or engineering
8-12 years' experience in oil and gas, energy investment banking, or private equity
Experience building and evaluating energy projects and pro forma financials, performing market analysis, contract structuring, and negotiation
Experience managing end-to-end transaction workflow, from preparation of materials such as management presentations and VDRs, to presenting to investors, through to negotiation, due diligence and closing
Experience building productive, executive-level relationships
Proficiency with creating board of directors and investor materials
FP&A experience and/or proficiency
Expert MS Office suite user
Self-starter with the ability to operate in ambiguity
Preferred Qualifications:
Technical experience in an operating energy company prior to financial role
Experience on buy or sell side transactions in energy
Experience working with computational tools such as Aries (or other economic evaluation software), Spotfire, GIS mapping, web scraping, and data analytics
Job Responsibilities:
Be a thought partner to the CFO regarding corporate development and financing initiatives
Lead financial modeling efforts in techno-economics, project pro formas, and broader company financial pro formas
Build and operate project and company valuation tools using industry best practices
Manage company data rooms and diligence during fundraising and partnership negotiation efforts
Build and maintain pitch decks and other company introductory materials
Maintain relationships with financial partners
Assist in all investor relations and strategic partner relationship efforts
Onboarding Notes:
Koloma provides exceptional benefits including healthcare, vision, dental and a 401k plan
This is an in-office role in Denver, Colorado. Koloma supports flexible schedules and remote work where practical, but maintaining our strong culture, focus, and momentum requires team members to be in-office for up to 80% of working hours
Travel will be required in this role
Industry-competitive compensation with significant stock option upside
Ideal Start Date: Immediate
This job description is not designed to contain a comprehensive list of duties or activities that are required, and some responsibilities may change.
Asset Trader
Remote Banker Job
ACCIONA Energía is the biggest 100% renewable energy company with no fossil legacy in the world. With more than 30 years of experience and operations in 20 countries on five continents, ACCIONA Energía offers a wide portfolio of tailored energy solutions so that its corporate and institutional clients can meet their decarbonization goals. This includes the development, engineering, construction, operation, and maintenance of renewable power plants -mainly wind and photovoltaic technologies-, energy sales and management and marketing, energy services, self-consumption, electric mobility, and new technologies such as storage and green hydrogen. ACCIONA Energía is governed by the most demanding environmental, social and corporate governance (ESG) criteria.
Acciona Power Marketing is responsible for maximizing revenues from the operating and development fleet of generation assets while originating innovative structures to meet customer demand. Power Marketing is the commercial interface to the marketplace and is charge with mitigating portfolio risk while being opportunistic in the market to add value to the company.
The Senior Asset Trader will be involved in the lifecycle of project optimization from inception through to Real-Time including strategic bidding and dispatch, dynamic hedging, and management of all residual risks to the portfolio.
Responsibilities:
Develop hedging and optimization strategies for the merchant fleet of renewable assets.
Partner with junior traders to create daily optimization plans, execution of bidding strategies, and scheduling of power.
Execute through all channels of the market including bilateral, exchanges, and OTC brokers.
Assess portfolio exposures such as intermittency and basis risk to suggest operational/hedging strategies to mitigate market exposure.
Work with third-party providers where needed to deploy optimization strategies for energy storage portfolio.
Perform analyses of grid operations, congestion, power flows, weather, generation and transmission outages, and other market fundamentals to form forward views.
Support new project pipeline and M&A goals by assessing merchant and structured offtake opportunities to create the best risk-adjusted return profile.
Participate in cross-department projects as needed to advance the execution and operational capabilities of the Power Marketing function.
Serve as a thought partner to bring innovative structured origination products to market which could include block clean energy offtake and co-location opportunities.
Requirements:
Bachelor's degree in a quantitative field such as Physics, Mathematics, Business, or Engineering.
2-5 years of industry experience with at least 2 years of direct experience in a similar role at an Independent Power Producer, Utility, or Energy Company with a focus on both renewable and dispatchable assets.
Proven track record in optimization strategies for wind, solar, and/or energy storage facilities.
Experience with computer programming languages such as R and Python is a plus.
Self-starter and strong commercial instincts with exceptional communication skills.
Strong organization, analytical, project, and process management skills.
Benefits - we've got you covered!
In addition to competitive base pay, we offer a variety of attractive employment incentives:
Pay band: $85,000 - $150,000 based on experience, education, and skillset
· Annual Company Bonus: 15%
· Comprehensive Benefits starting on Day 1, including medical, dental, and vision insurance for you and eligible dependents, plus an Employee Assistance Program (EAP), HSA company contributions, and FSA options. After 90 days, you'll also have access to life insurance, disability coverage, paid parental leave, and optional plans
· 401(k) with company match and immediate vesting after 90 days
· 15 days of PTO (with 1 additional day per year of service), 9 public holidays, and 2 flexible holidays
· $50 monthly reimbursement for health, wellness, or fitness-related memberships and equipment
· Career development and growth opportunities, along with access to technical, skills, and language training programs, including tuition reimbursement
· Downtown Chicago office, featuring a modern, open layout with plenty of collaborative spaces and breakout areas. Daily perks include coffee, complimentary healthy snacks, and free access to the building's fitness center
· Hybrid work schedule, with 3 days in the office and 2 days working from home, plus early Fridays with a 3 p.m. cut-off
As a company that values diversity as a source of talent, we work to foster an inclusive environment that promotes respect, belonging and engagement so that all people can participate on an equal opportunity basis. We invite everyone to apply regardless of origin, circumstances, background or condition.
Phone Banker - Voter Engagement Campaign (Nonpartisan)
Banker Job In Arlington, VA
Reports to: DMV Chapter Director Employment Type: FULL TIME ~ TEMPORARY ~ NON-EXEMPT Hours: Monday to Friday, weekends as needed Duration: September 9, 2024 - November 8, 2024
Salary: $22 per hour
About Us: African Communities Together is an organization of African immigrants fighting for civil rights, opportunity, and a better life for our families here in the U.S. and worldwide. ACT empowers African immigrants to integrate socially, get ahead economically, and engage civically. We develop our members as grassroots leaders who take action to make social change. Since its founding, ACT has supported thousands of African immigrants with direct services, trained hundreds of new leaders, and led successful policy campaigns at the federal, state, and local levels that have impacted hundreds of thousands of immigrants. ACT's African immigrant membership comes from a diverse range of nationalities, cultures, and languages, is religiously diverse, and is predominantly working-class and low-income. We have offices in New York City and the Washington, D.C. metro area.
Position Description:
During the 2024 election cycle, ACT will launch a 9-week nonpartisan phone banking campaign to engage African voters. This campaign will focus on Get Out the Vote (GOTV) efforts, raise awareness about housing and community issues, and recruit members for our statewide chapter. We are seeking a dynamic and self-motivated phone banker who excels in phone-based communication with individuals of African descent. The ideal candidate will play a role in mobilizing the community in advance of the November general election.
Key responsibilities include:
Voter Engagement Training
Engage and recruit African voters to become involved in ACT's voter engagement and mobilization efforts.
Attend team meetings to stay updated on campaign strategies, messaging, and best practices.
Attend mandatory trainings to develop and enhance your phone banking skills, learn best practices and tools for the job, and effectively tell your personal story to build a narrative that emphasizes the role of Africans in voter turnout.
Provide regular feedback regarding ACT's target population and their top issues.
Phone Banking
Make election outreach calls to African voters in Virginia for the November General Election.
Engage in respectful conversations with voters and provide information regarding the November General Election.
Maintain weekly phone bank and voter engagement goals.
Provide information regarding voter readiness, ballot access, ways to vote, rides to the polls, and other important voter information.
Voter Education
Provide nonpartisan information on what's on the upcoming ballot, voting deadlines and requirements to help prepare voters for the upcoming election.
Encourage eligible voters to verify their voter information and participate in either of the (3) voting options: early in-person voting, vote by mail, or on Election Day.
Data Collection
Maintain correct information for each voter conversation.
Enter detailed information and responses using the Voter Activation Network [VAN / MiniVAN].
Adequately document member signup, pledge to vote commitments and ride to the poll's requests.
Qualifications:
Strong social and communication skills.
Must be reliable and timely throughout the duration of the campaign.
Cultural competence and significant experience with African and African immigrant communities or within the social justice sector.
Strong attention to detail and accuracy in data entry.
Comfortable using a script and speaking on the phone for an extended period.
Ability to work remotely with a reliable internet connection.
Previous phone banking or canvassing experience preferred, but not required.
Fluency in Amharic, Arabic, French, or other African languages is a plus.
Equal Opportunity Employer
ACT is an affirmative action employer and strongly supports the social goals of affirmative action. We therefore make special efforts to recruit individuals from groups that are historically under-represented in professional environments, or that suffer from broader societal discrimination.
Financial Services Specialist
Banker Job In Hampton, VA
City/State Hampton, VA Work Shift First (Days) (United States of America) Sentara Careplex Hospital is hiring a Financial Services Specialist - Full Time Day schedule The preferred FSS candidate will be responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely.
Sentara Careplex Hospital, located in Hampton, VA, is a 224-bed technologically advanced, acute care facility, and Certified Primary Stroke Center.
At Careplex, we offer eICU to monitor patients even more closely with state-of-art equipment and computer software. Our outpatient pharmacy makes prescription pick-up more convenient for patients and family members upon discharge from the emergency department or inpatient stays.
Other features include specialized services in heart and vascular, urologic care, along with advanced diagnostic and surgical capabilities, a hospitalist program, and one of the state's busiest emergency departments. We are also home to the Orthopaedic Hospital at Sentara CarePlex Hospital, the area's first dedicated orthopedic hospital.
Benefits: Sentara offers an attractive array of full-time benefits to include Medical, Dental, Vision, Paid Time Off, Sick, Tuition Reimbursement, a 401k/403B, 401a, Performance Plus Bonus, Career Advancement Opportunities, Work Perks and more.Our success is supported by a family-friendly culture that encourages community involvement and creates unlimited opportunities for development and growth.
Be a part of an excellent healthcare organization that cares about our People, Quality, Patient Safety, Service, and Integrity. Join a team that has a mission to improve health every day and a vision to be the healthcare choice of the communities that we serve!
Talroo - Allied Health, revenue cycle, pre-registration, insurance verification
Job Summary
The FSS is responsible for pre-registration, insurance verification, communicating and helping secure the patient and insurance financial responsibilities prior to services. The FSS will be key communicators with the patient and liaison between the patient and areas that can secure the patient financial responsibilities and a key driver to ensure authorizations are secured timely. The FSS will be responsible for providing quality pre-registration to ensure no errors and ensure patients insurance is accurate and updated timely.
Qualifications:
HS - High School Grad or Equivalent (Required)
Related experience
Skills
Communication, Judgment and Decision Making, Mathematics, Microsoft Office
Sentara Healthcare prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves.
Per Clinical Laboratory Improvement Amendments (CLIA), some clinical environments require proof of education; these regulations are posted at ecfr.gov for further information. In an effort to expedite this verification requirement, we encourage you to upload your diploma or transcript at time of application.
In support of our mission “to improve health every day,” this is a tobacco-free environment.
Remote Insurance and Investments Financial Services Rep
Remote Banker Job
Part time & Full-time traveler friendly! Work from home supplemental income or career change in the insurance, investments, & mortgage industry. This sales opportunity can be fully remote. Opportunity for the stay-at-home career seeker who is desiring to gain experience in entrepreneurship & independent contractor work.
More about the role:
No prior experience in financial services is required.
All required pre-licensing courses and required state licenses are covered by partnered companies. (Fingerprints required in some states).
This is an opportunity to be trained to be an insurance sales agent and or a field trainer of sales agents.
Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages.
No sales quotas enforced.
Weekly extensive training provided & recommended via Zoom.
The desired candidate is required to learn:
- sales strategies
- networking
- recruiting
- Online prospecting
- overcoming objections
- presentations
- Field training
- Developing/replicating systems
- Use of Zoom Cloud Meetings
- Client Relationships
The desired candidate can obtain the following skills:
• Excellent written and verbal communication skills
• Strong customer service skills
• Thrive in a flexible environment
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Goal Oriented
Requirements:
* Must be 18+ (This is a FEDERAL REQUIREMENT)
* Must pass a criminal background check (No Felonies)
* Must have access to reliable wifi
* Must have access to Zoom Cloud Meetings
* Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available
* Self Disciplined
* Trustworthy
Company provided:
• - Paid training program
• - State & Federal Licenses
• - Part or Full time Flex options
• - Commissions and Bonus Based Compensation
Residual income, stock opportunities, & tax advantages available.
1099 Independent Sales Contractor 100% commission paid position.
Deutsche Bank Full-time · Hybrid · $125K - $185K New York, NY, US
Remote Banker Job
**Job Title** Business Control Office (BCO) Corporate Coverage - Corporate Bank Central (CBC) **Corporate Title** Vice President The Business Control Office is a front office function reporting to the Global Divisional Control Officer (DCO) with the primary objective to support the front office product, coverage and sales desks and its supervisors by creating a robust control framework as part of the first line of defense.
The team's mandate is to identify non-financial risks such as regulatory, conduct and systemic risks, define mitigation processes for those risks, as well as to develop, implement and monitor Level 1 controls. In addition to working closely with the product, coverage and sales desks, the group's reach and interaction will be broad, including engagement within Corporate Bank (CB), with the Investment Bank (IB), DCO and those functions forming the 2nd Line of defense (2LoD) within the 3 Lines of Defense (3LoD) program.
You will be in the Corporate Bank Divisional Control Office function supporting the Sales & Coverage business of Corporate Bank.
**What We Offer You**
* A diverse and inclusive environment that embraces change, innovation, and collaboration
* A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
* Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
* Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
* Educational resources, matching gift, and volunteer programs
**What You'll Do**
* Identifying non-financial risks (regulatory, conduct and systemic) for Front Office and defining control requirements thereof
* Developing, implementing, executing and/or monitoring level 1 controls
* Supporting conducting risk assessments
* Creating metrics and reports to ensure appropriate monitoring, management, and transparency of non-financial risks
* Co-ordination of relevant issues within Chief Operating Office, DCO, 2LoD and 3LoD
**How You'll Lead**
* Advising the Business mitigating non-financial risks on client, transactional and business strategy level
* Responsibility for monitoring the risk remediation/implementation on key issues
* Ongoing monitoring and creation of management reporting and escalation process to relevant senior management
**Skills You'll Need**
* NFR Relevant experience in a front office role in IB or CB or relevant Compliance, Control, Legal, Middle Office or Audit function
* Relevant Fixed Income and currencies (e.g. Foreign Exchange, Rates and/or Credit) products experience through previous work experience
* Project management experience
**Skills That Will Help You Excel**
* Educated to degree level or equivalent qualification/work experience with compliance/economic/finance and/or legal background
* Ability to formulate clearly and present information in a compelling manner
* Strong communication skills needed to synthesize technical content to senior level management
* Strong influencing, negotiations, and analytical skills
**Expectations**
It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $125K to $185K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
**Deutsche Bank Benefits**
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees:
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email **************** .
**#LI-HYBRID**
We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: ; ; and
Origination & Advisory - Banker - Asset...
Remote Banker Job
**Origination & Advisory - Banker - Asset Management (FIG) - Vice President New York, 1 Columbus Circle** $150k - $275k ****Job Description:**** **Job Title:** Origination & Advisory - Banker - Asset Management (FIG) **Corporate Title:** Vice President
**Overview**
Our Origination & Advisory business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the worlds largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions.
**What We Offer You**
* A diverse and inclusive environment that embraces change, innovation, and collaboration.
* A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
* Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
* Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
* Educational resources, matching gift and volunteer programs
**What You'll Do**
* Support execution of live transactions for the Asset Management channel within our Financial Institution Group (FIG) coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
* Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
* Develop and apply advanced financial analyses and models
* Issue final reports of client interactions and discussions to senior management and maintain ongoing communication
**How You'll Lead**
* Experience in working with senior level management maintaining confidentiality
* Leadership skills with the capacity to take initiative as well as assume responsibility
* Create a positive, effective work environment conducive to open communications, taking initiatives, and collaborative problem-solving team culture
**Skills You'll Need**
* Moderate experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Asset Management sub sector
* Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
* Background in the technology sector (academic and/or work experience)
* Bachelor's degree (advanced degree preferred)
* Series 79, 63 licensing preferred
**Skills That Will Help You Excel**
* Performing detailed financial modeling and valuation analyses on public and private companies
* Performing in-depth company and industry research to support live deal execution and pitches
**Expectations**
It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York is $150K to $275K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
**Deutsche Bank Values & Diversity**
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Click these links to view the following notices: and ; ; and
Learn more about your life at DB through the eyes of our current employees:
Hear from our people and look inside our office:
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
**Deutsche Bank Benefits**
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click to learn more!
**## LI-HYBRID**
We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: ; ; and
Orthogonal Talent Bank
Remote Banker Job
Orthogonal | Full time **Orthogonal Talent Bank** Remote Job | Posted on 02/15/2022 Orthogonal is a development and consulting firm that creates software such as smartphone apps that talk to medical device hardware that operates directly on the human body to treat sickness and injury. We take on some of the most challenging healthcare problems facing our loved ones, the healthcare system, and society. Working at Orthogonal, you will be exposed immediately to projects designed to:
* Revolutionize the rapid detection of COVID-19 and other infectious diseases.
* Improve the minute-by-minute lives of millions of people suffering from the lifetime affliction of diabetes by managing insulin delivery.
* Transform the early diagnosis of Alzheimer's disease.
* Give patients an at-home means to stimulate specific nerves to treat chronic conditions that drag down their quality of everyday life.
* Power the next generation of omics-based cancer-detection systems.
Specifically, Orthogonal develops Software as a Medical Device (SaMD), digital therapeutics (DTx), and other types of connected medical devices. We accelerate the product innovation pipeline at medical device, diagnostics, and pharmaceutical manufacturers to modernize patient care and gain competitive advantage.
Orthogonal's industry-leading experience with SaMD enables the rapid development, launch, and continuous improvement of connected, compliant products - and we offer this innovative approach to clients so that they can build their own SaMD product development workflows. Over the last decade, we've worked with partners ranging from startups to Fortune 500 firms to develop and bring their connected devices to market in a highly regulated space.
**Job Description**
This is a remote position.
**Benefits**
All Orthogonal employees receive:
* Medical, dental, and vision insurance
* Updated technology upon hire
* 401k & 401k matching (up to 3%)
* Remote, Hybrid, and In-Person work options available as decided by employee (in-person option for Chicago-based employees only)
* 22 PTO Days and 10 paid company holidays annually
* Flexible work schedule
* Strong work-life balance
Virtual Banker (Contact Center)
Remote Banker Job
/Purpose: Minnwest is seeking an individual for a full-time Virtual Banker position at our Eagan location. The Virtual Banker is responsible for providing all Minnwest Bank customers with a professional and courteous knockout customer experience, from sales to service. Provide solutions to satisfy customers' financial needs by interacting with customers via phone, email and video. This position will cross‐sell bank retail and business products and services, as well as service existing account relationships. Individuals in this role will be on camera and must be professional, welcoming and responsive on camera and all other venues. Hours will include evenings and weekends.
This position is the embodiment of Minnwest's four core values: (1) the customer is our FIRST priority, (2) we will keep all the commitments we make, (3) we are the people who get things done, (4) we will work together as a team.
Minimum Requirements:
High school diploma
One or more years of customer service experience
One of more years of retail banking experience
Dependable, organized team player with positive attitude
Willing to continuously learn and grow within the organization
Microsoft Office skills
Preferred Qualifications:
Associate degree or above
Two or more years of customer service experience
Two or more years of retail banking experience
One or more years of contact center experience
Bilingual in English and Spanish
Schedule:
Full-time 40 hours per week Monday - Friday: 7 am - 6 pm Rotating Saturdays: 9 am - 2 pm ($5/hour shift differential)
Benefits:
Three Medical plans to choose from
Dental
Vision
Bank Paid Basic Life, AD&D, Short-term and Long-term Disability Insurance, and Paid Parental Leave
Voluntary Life & AD&D Insurance
Critical Illness Insurance
Accident Insurance
Paid Holidays
Competitive PTO
401k with Employer Match
Employee Stock Ownership Plan (ESOP)
Employee Assistance Program (EAP)
Paid Bonus Program for Universal and Virtual Bankers when the different levels of training and proficiency have been completed
A full background check including federal, state, county, and civil will be conducted on the final candidate for the position. Candidate must pass the background check in order to obtain employment with Minnwest.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, gender identity, disability, age, marital status, familial status, status as a protected veteran or status with regard to public assistance, or membership or activity in a local human rights commission.
3685 Ridgeway Rd Dayton, OH 45419 4 bed | 3 bath | 3667 sqft $579,000 Courtesy of Coldwell Banker Heritage
Remote Banker Job
3685 Ridgeway Rd Dayton, OH 45419 Sold | Residential Courtesy of Evelyn Davidson, Coldwell Banker Heritage Property Description Situated on a wooded hill in West Kettering, this lovely home is warm and inviting. Beautiful wood finishes and appealing colors everywhere as each room flows into the next.
The main floor includes a living room and family room - both with fireplaces, plus formal dining room that can accommodate a large group.
The adjacent kitchen features Mouser wood cabinets, an abundance of storage and a solid wood center island.
Sub-Zero refrigerator and Viking dual fuel range.
Step into the breakfast room for morning coffee.
The first floor office overlooking the patio and the half bath are perfect for working at home.
Four large bedrooms including a master suite are on the second floor.
There's a wealth of storage in every room, including a walk-in cedar closet.
Both the master and hall bath have been elegantly remodeled.
Pull down steps reveal a huge attic that could potentially be converted to finished space and makes for amazing storage.
Large windows in every room of the house bring in an abundance of natural light.
The lower level rec room could double as a sleeping area with its egress window, and walks out to the attached garage.
Laundry area is on this level too.
The kitchen leads out directly to the private rear paver patio: the perfect place to enjoy a meal and take in the beauty of the property.
There's a wonderful wooded area and patio outside the front door, too.
Roof less than one year old.
Convenient to dining, shopping and businesses in both Kettering and Oakwood, and a short drive to downtown, University of Dayton and highway access.
Source: Dayton Area Board of REALTORS , Inc.
MLS#: 914048 169 days on site Evelyn Davidson - davideve109 | Coldwell Banker Heritage - HRTG01
Pneumatics Remote Banker
Remote Banker Job
Functional Always active The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.
The technical storage or access that is used exclusively for anonymous statistical purposes.
Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
» Ads tagged with "Pneumatics Remote Banker" **Listings tagged with 'Pneumatics Remote Banker' (2)**
Posted - December 13, 2024 banking As a member of the Member Engagement Department, the Operations Support Specialist is responsible for efficiently processing a range of operational tasks to ensure smooth daily functioning and regulatory compliance. This position plays an essential role in supporting loan and account operations, man...
Posted - December 13, 2024
banking
To assist members with their financial transactions, and performing a variety of routine member transactions. Essential Functions & Responsibilities: Receives and processes member financial transactions, including deposits, withdrawals, cash checks and loan payments; sells money orders and corpo...
banking
finance
Posted - December 13, 2024
banking
Description: This position requires Tellers to interact and assist customers in a prompt, friendly and professional manner. Tellers are responsible for ensuring that customer transactions are processed accurately while maintaining a balanced cash drawer and adhering to internal controls and procedur...
banking
finance
other
Description: This position requires Tellers to interact and assist customers in a prompt, friendly and professional manner. Tellers are responsible for ensuring that customer transactions are processed accurately while maintaining a balanced cash drawer and adhering to internal controls and procedur...
banking
finance
other
Your primary responsibility is to manage incoming telephone calls while providing a positive first impression for customers. Your responsibilities will include answering and directing calls, taking messages, providing information and maintaining a professional and courteous demeanor. Additionally, a...
admin-clerical
banking
Position Summary: The Communications Specialist shares the voice of our brand, creating compelling content for both internal and external audiences. From managing crisis communications to leading the charge on the company intranet, email marketing, press releases, and branch merchandising, this role...
marketing
banking
cPort Credit Union is currently accepting applications for full time, career-oriented tellers in the Portland area. This role is perfect for individuals who are passionate about providing excellent member/customer service and have a keen eye for detail. Location: This position will be located in Por...
Posted - December 6, 2024
banking
cPort Credit Union is currently accepting applications for full time, career-oriented tellers in the Scarborough area. This role is perfect for individuals who are passionate about providing excellent member/customer service and have a keen eye for detail. Location: This position will be located in ...
Posted - December 6, 2024
banking
cPort Credit Union is currently seeking an experienced Branch Manager for the Augusta branch location. The Branch Manager is responsible for all aspects of operating a financial institution branch, including loan, member service, and teller functions while striving to deliver the best financial expe...
Posted - December 6, 2024
banking
You will have telephone and direct contact with customers and other Bank employees and be expected to assist them in a prompt and professional manner. It is expected that you will implement and carry out Bank policy and procedure with respect to all functions and tasks performed. Your primary functi...
Posted - December 4, 2024
banking
**Customer Relationship Officer South Portland, ME ### Description Position Summary: As a member of the Branch Management Team, you are responsible for presenting yourself as a banking professional, embodying the core values and culture of the Bank in all aspects of your role. You will represent th...**
Posted - December 3, 2024
banking
We are looking for a dedicated and detail-oriented Payroll Assistant to join our team immediately. This is a remote position with flexible working hours, perfect for someone who thrives in a dynamic and supportive work environment. In this role, you will play a crucial part in ensuring our employees...
accounting
banking
admin-clerical
We are currently seeking an experienced Mortgage Loan Officer to join our team and service our markets with a primary focus in the bustling Farmington and Rangeley regions. In this role, we are looking for an individual who is looking to team up with our highly dedicated and experienced lending work...
Posted - November 19, 2024
banking
Posted - November 6, 2024
banking
Description: This position requires Tellers to interact and assist customers in a prompt, friendly and professional manner. Tellers are responsible for ensuring that customer transactions are processed accurately while maintaining a balanced cash drawer and adhering to internal controls and procedur...
banking
finance
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Be Part of Something Special. At Bangor Savings Bank, our employees are our most valuable asset. We are a workplace of choice for talented, diverse, caring and dedicated Individuals who are passionate about serving our customers and communities in which we live and work. Experience our You Matter Mo...
Posted - October 18, 2024
banking
FUNCTION: This position provides excellent customer service and a full range of banking services with an emphasis on developing, building and retaining strong customer relationships for customers with basic deposit and lending needs. Processes routine and complex teller transactions efficiently and ...
banking
customer-service
FUNCTION: This position provides excellent customer service by greeting customers in a friendly manner, developing rapport and satisfying customer transactional needs. Processes transactions efficiently and accurately while meeting the Bank's Customer Experience standards. Contributes to the overall...
banking
customer-service
finance
FUNCTION: This position provides excellent customer service by greeting customers in a friendly manner, developing rapport and satisfying customer transactional needs. Processes transactions efficiently and accurately while meeting the Bank's Customer Experience standards. Contributes to the overall...
banking
customer-service
finance
FUNCTION: This position provides excellent customer service by greeting customers in a friendly manner, developing rapport and satisfying customer transactional needs. Processes transactions efficiently and accurately while meeting the Bank's Customer Experience standards. Contributes to the overall...
banking
customer-service
finance
banking
engineering
information-technology
FUNCTION: Working under the direction and guidelines established by the Senior Commercial Administrative Manager or designee, the Commercial Loan Administrator (CLA) is the primary servicing representative for commercial banking relationships. The CLA works independently with assistance as needed fr...
banking
admin-clerical
FUNCTION: This position provides excellent customer service and a full range of banking services with an emphasis on developing, building and retaining strong customer relationships for customers with basic deposit and lending needs. Processes routine and complex teller transactions efficiently and ...
banking
customer-service