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Bankers Trust Company jobs in Phoenix, AZ - 4691 jobs

  • Private Wealth & Fiduciary Services Advisor III or Senior

    Bankers Trust Company 4.5company rating

    Bankers Trust Company job in Phoenix, AZ

    There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a “Best Place for Working Parents ,” being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record. Job Summary: The Private Wealth & Fiduciary Services Advisors are responsible for administration and maintenance of complex and high net worth trust, estate, and investment management accounts. This position may also assist in special projects or special committees within the department, as needed and as assigned. This position involves proactive communication and sophisticated advice with and to clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. This includes development of new private client relationships, primarily through sophisticated financial and estate planning for trust/asset management clients and prospects, either alone or in conjunction with the client's legal and financial advisors. The position includes establishing and maintaining professional relationships with trust & estate attorneys, CPAs and financial advisors as referral sources for new business. The position also works closely with Private Wealth administrative support team and Middle Office as appropriate to provide efficient and effective onboarding of new relationships and high-quality service for existing clients. Primary Functions and/or Responsibilities: Provides relationship management and administration of complex and high net worth clients investment, fiduciary, and other assigned accounts including regular proactive client communication, sophisticated advice to clients and advisors, and includes daily account administration, in coordination with Private Wealth administrative support team Works closely with the department team members to provide expertise, as needed and as assigned, to help service our clientele within our entire department, including financial planning, estate planning, regulatory and/or compliance related items. Participants in special projects or internal committees, as needed and as assigned. Develops new and expanded personal trust and other private client relationships Develops and maintains professional relationships with referral network of trust and estate attorneys, CPAs, and financial advisors Conducts joint calling with other Private Wealth Advisors, Private Banking Officers, BTC Capital Management Officers, and other Bank staff as required for discharge of responsibilities Performs other duties as assigned Education and/or Experience: We are hiring at either a level III or Senior depending on experience. Private Wealth Fiduciary Services Advisor III Four year college degree in finance or related field required A minimum of eight years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment JD or advanced degree in finance preferred CFP, CTFA and equivalent fiduciary investment credentials are highly desirable Four-year college degree in a related field preferred OR an equivalent combination of education and experience Sr. Private Wealth Fiduciary Services Advisor Four year college degree in finance or related field required A minimum of ten years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment JD or advanced degree in finance strongly preferred CFP, CTFA, or equivalent fiduciary investment credentials are strongly preferred Four-year college degree in a related field preferred OR an equivalent combination of education and experience Specific Skills, Knowledge & Abilities: Extensive knowledge of investment management and tax, estate planning concepts/techniques, and trust administration Thorough knowledge of fiduciary management policies and principles Strong knowledge of investment concepts Benefits Group Health, Dental, and Vision Insurance Generous Paid Time Off (PTO) Volunteer Time Off (VTO) 401(k) plan with lucrative company match Tuition assistance Company Paid Life Insurance Paid Parental Leave Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more. Team Member Banking - a suite of products and services with special benefits for employees Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week). EQUAL OPPORTUNITY EMPLOYER “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”
    $55k-84k yearly est. Auto-Apply 60d+ ago
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  • AVP, Acquisition Fraud Strategy and Model Monitoring

    Synchrony Financial 4.4company rating

    Phoenix, AZ job

    Role Summary/Purpose: The AVP, Acquisition Fraud Strategy and Model Monitoring, is a multi-functional role within credit fraud acquisitions strategy team. The primary responsibilities include overseeing the performance of fraud models and conducting in-depth data analytics to identify underlying model performance issues and developing action plans for deteriorating models. The role will work closely with the Acquisition Fraud Strategy Model Developers as well as the Credit Strategy Validation team to create remediation plans when models used in Credit strategies are not performing as expected. Additional responsibilities include supporting the evaluation of new fraud models, fraud and technology tools, coordinating model roll-outs with the strategy team, as well as developing enhanced ongoing monitoring reporting. The AVP, Acquisition Fraud Strategy and Model Monitoring will report to the VP, Acquisition Fraud Strategy. Our Way of Working We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events. Essential Responsibilities: Conduct deep dives and root cause analysis on deteriorating models to identify underlying issues Develop tactical and strategic actions plans to address model performance issues Author narratives for on-going model monitoring executive summaries explaining technical concepts in easily understood language Develop thorough and detailed documentation to support the strategy team's model development process to ensure consistency, transparency, and alignment with organizational goals Develop enhanced reporting to support fraud model performance monitoring Work cross functionally with fraud strategy leads to support their analytics of fraud strategies and models Work closely with implementation team to ensure that Acquisition Fraud Strategic goals are met and remove obstacles to meet those goals Perform model implementation validations and ensure strategies have the use of the best available tools and scores Support evaluating new fraud models and tools that can be leveraged in acquisitions, payments, and merchant underwriting Assist fraud strategy leads in the development of fraud strategies and analytics when time permits Partner with advanced modeling teams to drive targeting/treatment solutions that meet business objectives Collaborate with 2nd / 3rd line to ensure strong governance, safety & soundness of strategies. Fully support regulatory requests, internal reviews, audits and business continuity planning Partner with portfolio credit managers and client teams to launch new initiatives, communicate changes in a timely & effective manner, and ensure strategies are driving the desired P&L impacts Partner with compliance, legal, fair lending and audit as required Perform ad hoc analytics, validations, and remediations as required Perform other duties and/or special projects as assigned. Qualifications/Requirements: Bachelor's degree and 5+ years of experience building analytically derived strategies within Credit, Marketing, Risk or Collections in Financial services, or in lieu of a Bachelor's degree, 9+ years of experience building analytically derived strategies in Marketing, Risk or Collections in Financial services. 3+ years of experience working with statistical tools such as SAS, Python, Tableau. Expert level proficiency with Excel 3+ years of experience in retail, business, installment loans, or private label credit. Excellent temperament and ability to work through uncertainty, collaborate respectfully across functions & teams, and find solutions to issues Ability and flexibility to travel for business as required Desired Characteristics: Experience operating at a strategic level as part of a cross functional team Use of advanced technical & analytical competencies in driving effective strategic goals within a significant functional area Strong understanding of the consumer credit lending lifecycle and card programs Strong understanding of fraud models and their usage with fraud strategies Strong understanding of model evaluation metrics such as precision, recall, F1 Familiarity with modeling approaches such as logistic regression and tree ensembles Understanding of the Lines of Defense (2nd Line Strategy Validation and 3rd Line Internal Audit) Excellent oral and written communication skills with impact and influence Ability to multi-task and perform in a fast-paced environment Experience working alongside and in unison with off-shore teams Demonstrated ability to manage multiple projects, organize work flow and timelines Master's Degree or MBA with advanced analytic focus, or equivalent advanced degree Grade/Level: 11 The salary range for this position is 115,000.00 - 200,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Credit
    $106k-132k yearly est. 1d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Phoenix, AZ job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. Job Responsibilities: + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. Qualifications: + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616
    $89.3k-150.3k yearly 2d ago
  • Web Marketing Specialist

    Vantage West Credit Union 3.8company rating

    Tucson, AZ job

    The Web Marketing Specialist supports the development, execution, and optimization of digital marketing initiatives to drive member engagement, brand awareness, and business growth. This role is responsible for creating, publishing, and maintaining digital content across the Vantage West public website and blog, implementing SEO and AEO best practices, and supporting campaign execution. The specialist collaborates closely with design, advertising, and marketing teams to ensure cohesive messaging and effective digital experiences. Salary range is $55,011.12 - $72,202.10/annually. Job Grade, EX 12. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: Bachelor's degree in Marketing, Communications, Digital Media, or related field, or equivalent experience. One (1) year of experience in digital marketing, web content management, or related roles. Minimum Knowledge & Skill Requirements: Proficiency with web content management systems (CMS), basic HTML/CSS, and web analytics tools. Familiarity with SEO and AEO best practices for digital channels. Strong writing, editing, and proofreading skills. Ability to analyze content engagement metrics and suggest improvements. Excellent organizational and time management skills. Ability to work independently and collaboratively in a fast-paced environment. COMPETENCIES: * Functional/Technical Skills * Written and Verbal Communication * Attention to Detail * Creativity * Collaboration * Time Management WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit a majority of the time. Infrequent lifting of up to 25 lbs. may be required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: Create, edit, and publish digital content for the website and blog, ensuring alignment with brand voice and campaign goals. Implement SEO and AEO best practices in all digital content, including keyword research and on-page optimization. Utilize SEO tools (e.g., Yoast, SEMRush, HubSpot) to monitor and improve search performance. Create and maintain webforms and related workflows as needed for campaigns and member engagement. Update website content and landing pages for campaigns, products, and promotions, ensuring accuracy and timeliness. Produce and manage campaign landing pages, pop-ups, and banners to support digital marketing efforts. Monitor and report on content engagement metrics, providing insights and recommendations for improvement. Conduct regular quality assurance audits of web content for accuracy, broken links, and compliance with brand and regulatory standards. Ensure all web content meets accessibility standards (e.g., WCAG) for usability by all members. Participate in A/B testing of landing pages and campaigns to optimize performance and member engagement. Collaborate with design, advertising, and marketing teams to ensure cohesive messaging and effective campaign execution. Stay current on digital marketing trends, tools, and best practices, applying new knowledge to improve results. Perform other duties as assigned to support the marketing team and organizational goals. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $55k-72.2k yearly 2d ago
  • Mtge Home Ln Advisor

    First Bank 4.6company rating

    Omaha, NE job

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
    $63k-79k yearly est. 5d ago
  • Relationship Banker II - 43rd & Peoria

    Vantage West Credit Union 3.8company rating

    Glendale, AZ job

    Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $20.00 - $24.43/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: Customer Focus Approachability Drive for Results Decision Quality Perseverance Self-Development Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. Open business accounts and refer to other lines of business. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $20-24.4 hourly 5d ago
  • Leasing Analyst

    Equity Lifestyle Properties, Inc. 4.3company rating

    Scottsdale, AZ job

    With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career! of Lease Analyst in Scottsdale, AZ. What you'll do: The Lease Analyst, overseeing a portfolio of resorts, monitors and manages rent increase and lease information in an organized and efficient manner while understanding local laws and ordinances. Your job will include: Monitor portfolio for monthly rent increases; read, interpret and update leases and ensure their accuracy. Research and be familiar with local laws and ordinances Work with legal and local counsel in interpreting local laws for updates to leases. Run and review reports of activities and turnover for accuracy of rental rates. Recommend and update community lease types when necessary. Coordinate with community and regional managers to ensure timely and accurate mailing of rent increase letters. Respond promptly to questions from community managers regarding lease tracking. Train appropriate property personnel in lease execution and correctly tracking leases. Provide systems support to managers regarding rent charges, screening and processing of documents. Create and run reports to verify data in our automated accounting system, Manage America, and make corrections as necessary. Apply rent increase calculations per lease type; update leases with new language or market rents. Manage late fee profiles per lease type for each community. Review resident accounts and ledger for possible errors in rent charges or credits. Coordinate the new lease approval process. Track and meet all associated deadlines with implementing rents, charges and other fees Run statistical analysis as requested. Assist Director in other projects as needed. Identify and implement process improvements to optimize efficiency. Travel, as required, on a minimum basis. Skills & experience you bring: Bachelor's degree, preferably in Business, Accounting or Finance, or a related field. 3+ years of experience, preferably in a real estate, analyst, or lease administration capacity. Supervisory experience preferred but not necessary Leadership abilities Proficiency in Microsoft Office Suite and other relevant web-based applications. Meticulous attention to detail. Excellent written and verbal communications skills. Experience with automated accounting and rental software preferred. Strong organizational skills and the ability to manage multiple projects simultaneously. Strong collaborative and facilitation skills and the ability to resolve potential conflicts. In return for your excellent skills and abilities, we offer a comprehensive benefits package including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time. We invite you to visit our web site at ********************************* for additional information regarding our exceptional resort communities. As an Equal Opportunity Employer, we welcome and thank all applicants.
    $55k-70k yearly est. 1d ago
  • Legal Intern

    Compeer Financial 4.1company rating

    Johnston, IA job

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ CPT & Pre-Opt candidates invited to apply. This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work full-time through the summer of 2026 . The internship is located out of any of our Compeer locations. Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview: This internship will assist attorneys with general legal research and provide general assistance with legal and administrative tasks in support of the Legal & Compliance team. Essential Functions: Apply legal skills to support the attorneys and compliance professionals in the legal & compliance team. Conduct legal research. Provide legal advice on matters including lending transactions, lending regulatory compliance, administrative law, agricultural law, electronic funds transfer law, contract management, vendor management and privacy law. Minimum Qualifications & Required Knowledge, Skills and Abilities: 1st year law student in good standing. Related experience in lending, financial services or agriculture preferred. Working knowledge of Westlaw. Experience in computer applications including Salesforce and Microsoft Excel, Word, Sharepoint and PowerPoint. How we will take care of you: Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future. Base Pay$27-$27 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $27-27 hourly 5d ago
  • Senior Manager-Compliance

    American Express 4.8company rating

    Phoenix, AZ job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally. GMNS is looking for an experienced Sr. Manager- Financial Crimes to lead a diverse team of high-performing professionals focused on ensuring risk and control management is embedded in the day-to-day operations of our organization. This first-line role will involve extensive collaboration with partners across business units, functional areas, and geographies. This role will lead the execution of financial crime risk management within the business unit and is accountable for ensuring the business maintains a strong control environment to prevent, detect, and respond to financial crimes-including anti-money laundering (AML), sanctions, fraud, and anti-bribery and corruption (ABC). The ideal candidate brings deep subject matter expertise and a pragmatic, partnership-driven approach to risk management. The Senior Manager-Financial Crimes will: * Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk * Ensure all activities & guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams * Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards * Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners * Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS Key Responsibilities: * Develop and maintain financial crimes risk assessments and controls aligned with enterprise policy and regulatory expectations. * Partner with business leadership to embed financial crime risk management into day-to-day operations, new product development, and client onboarding. * Lead or support investigations of suspicious activity, coordinating with AML and fraud investigation teams. * Monitor and report on financial crimes risk indicators, emerging threats, and control effectiveness to business and risk leadership. * Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions. * Support internal and regulatory exams, audits, and inquiries related to financial crimes. * Coordinate financial crimes training and awareness programs for front-line staff. * Maintain detailed documentation and records to demonstrate compliance with regulatory and internal standards. Minimum Qualifications: * 5+ years of experience in AML, financial crimes compliance, fraud risk, or business risk roles within a financial institution. * Strong understanding of BSA/AML, OFAC, and anti-bribery and corruption regulations. * Proven ability to assess risk, implement controls, and collaborate across functions. Preferred Qualifications: * Bachelor's degree in finance, criminal justice, business administration, or a related field. * CAMS, CFE, or similar professional certification. * Experience working in a first line of defense or business control function. * Familiarity with customer risk rating, transaction monitoring, and suspicious activity reporting processes. Skills & Competencies: * Strong analytical and problem-solving skills. * Excellent written and verbal communication abilities. * Sound judgment and decision-making under pressure. * Ability to influence and educate business partners on risk concepts. * Skilled in project management and working in a matrixed organization. Guardian Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
    $103.8k-174.8k yearly 3d ago
  • Technology Support II - Production Management, Issues Management

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210690873 JobSchedule: Full time JobShift: Day : Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation. As a Technology Support II team member in Commercial & Investment Bank Payments Technology team, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement. Job responsibilities * Ensure timely and accurate resolution of Issues Management cases. This requires you to conduct research, identify and coordinate work activity between stakeholders in a matrix organization and manage the lifecycle of the issue until resolved * Effectively communicate analysis of issues to internal and external stakeholders as directed * Builds and maintains strong relationships with Relationship Managers, Client Service Account Managements and Technology teams to identify process improvement opportunities * Ensures cases are resolved within established timelines for completion Required qualifications, capabilities, and skills * 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services * Should have experience in a Customer or Client Facing related role * Experience with AWS Snowflake, AWS Splunk, Oracle Database and SQL query experience writing and modifying complex queries * Excellent communication skills, organizational skills and time management skills * Excellent technical skills and business acumen related to data management and payments processing * Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud * Exposure to observability and monitoring tools and techniques * Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework Preferred qualifications, capabilities, and skills * Knowledge of one or more general purpose programming languages or automation scripting * Experience with help desk ticketing systems * Ability to influence and lead technical conversations with other resolver groups as directed * Exposure to observability and monitoring tools and techniques * Experience in Large Language Models (LLM) and Agentic AI
    $54k-79k yearly est. Auto-Apply 42d ago
  • Manager-Compliance: Training

    American Express 4.8company rating

    Phoenix, AZ job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express's Global Financial Crimes Surveillance Unit (GFCSU) and the US Investigations Unit (USIU), within Global Financial Crimes Compliance (GFCC), in partnership provide end-to-end support and oversight of global financial crimes investigations. In conjunction with GFCC partners, the GFCSU and USIU develop and implement automated transaction monitoring rules, reports, and other processes designed to identify activity potentially indicative of criminal behavior. The GFCSU and USIU also investigate potentially suspicious financial activity and, when appropriate, file suspicious activity reports (SARs) with the Financial Crimes Enforcement Network (FinCEN), which is part of the U.S. Department of the Treasury, and/or refers matters to internal compliance partners for review and reporting globally. In addition, the GFCSU and USIU manage risk associated with politically exposed persons and persons and entities on core sanctions and risk lists through regular screening, and manage risk associated with improper payments that could be indicative of bribery, corruption, or other illicit activity by reviewing internal American Express payments and expenditures. The GFCSU and USIU together perform a critical role in ensuring that American Express complies with all applicable laws and regulations, including the Bank Secrecy Act (BSA), the USA PATRIOT Act, and the Foreign Corrupt Practices Act, and provides law enforcement with key information for the investigation and prosecution of money laundering and terrorist financing, credit card fraud, identity theft, and other criminal activity. The GFCSU/USIU Training and Procedures team will be tasked with creating, maintaining and delivering all GFCSU/USIU Investigations-related Procedures and Training Material (AML, Screening, Enhanced Due Diligence and Payments Monitoring) in accordance with GFCC-issued standards; overseeing and collaborating on GFCSU/USIU training efforts; aligning with the GFCSU/USIU and stakeholders on efficiencies to improve investigative processes; collaborating with international markets to align on processes and expectations; serving as a liaison for quality control-related referrals impacting the GFCSU/USIU ; aligning with key stakeholders in the GFCSU/USIU and GFCC on various procedural, operational, and training impacts; and other related responsibilities in support of the success of the program. **How will you make an impact in this role?** This role will serve as a Training Manager supporting the responsibilities noted above, with an emphasis on the training process, as well as eventually leading a team of supporting compliance analysts. The ideal candidate should have a strong passion for process improvement, training, and development, possess a fundamental understanding of GFCSU/USIU processes and procedures, and a proactive drive to partner with Investigations Leaders to drive effective procedural processes. **Responsibilities:** + Drafting, maintaining and delivering training materials related to GFCSU/USIU processes and day-to-day work functions for all pillars of the GFCSU/USIU program as needed; + Ensuring adherence to legal and regulatory standards, as well as internal quality requirements for investigations and local market SAR/STR filings; + Developing a team of analysts, including providing applicable training and coaching tailored to strengthen ability to support effective and adaptable procedures and training sessions based on individual and business needs + Evaluating team and individual performance against expectations and deliverables of GFCSU/USIU Training and Procedures team initiatives, and supporting team engagement and dynamics + Partnering with global investigations teams on areas of training and alignment need; + Engaging in quality-related analysis and trend identification of investigative work, and proposing remedial steps to address deficiencies; + Strategizing on how to drive innovation and efficiency for GFCSU/USIU processes and GFCC initiatives. **Minimum Qualifications:** + Equivalent work experience or a bachelor's degree in one of the following fields of study: Criminal Justice, English, Journalism, Finance, Accounting, or other fields involving intensive research, writing, or data analysis + 2 years of work experience developing and supporting a department training process, including drafting new training processes and revising existing processes. + Knowledge of criminal typologies associated with financial products and services + Experience supporting and responding to external regulatory reviews and internal governance reviews + Ability to demonstrate strategic thinking, implement innovation and change, introduce and champion new processes + Experienced leader, capable of driving performance by coaching and motivating people for success, identifying their strengths and opportunities + Ability to influence, gain support, and resolve conflict + Keen attention to detail, proven analytical and problem-solving skills, demonstrated leadership abilities, and effective communication skills + Proficient with all Microsoft Office suite, including Word, Excel, and PowerPoint **Preferred Qualifications:** + Expertise in GFCSU/USIU Polices, Process and Procedures as well as understanding of AML-related laws and regulations and other guidance + 6 years of work experience in a financial services institution or payment institution in any of the following areas is highly preferred: Anti-Money Laundering, Suspicious Activity Reporting, financial crime, enhanced due diligence, or law enforcement + Experience with creating and delivering effective training with demonstrable results, coupled with a strong drive to develop and coach GFCSU/USIU team members + Familiarity with large sets of financial data and experience developing reports and outlining data requirements + A strong candidate will also be able to manage multiple tasks simultaneously; be an enthusiastic self-starter; and deadline-driven team player + CAMS certified or equivalent preferred **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-Utah-Sandy, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000565
    $89.3k-150.3k yearly 1d ago
  • RPS Client Service Specialist

    Old National Bank 4.4company rating

    Davenport, IA job

    Category/Function Trust/Wealth Management Type Regular Full-Time Requisition ID 2025-18578 Workplace Type On Site Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are seeking a RPS Service Specialist that will be responsible for providing support to RPS team members and clients as a member of the Retirement Plan Services Product & Operations team. This role will have client-facing responsibilities in addition to being a key member of the product team to create scalability within the operational aspects of managing our advisory clients. This role is an integral part of the department's success in delivering a best in case experience to our clients. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities: Assist the RPS team with day-to-day servicing of our advisory clients Assist in preparation of fee benchmarking & investment reports Assist in the preparation of client materials Liaison between Sales, Relationship Managers, and the client during new client onboarding Assist with preparing education materials to use for group and participant meetings RPS Account Maintenance: Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates Track and provide reports to RPS team members to ensure components of our Fiduciary Lifecycle Program are delivered in the expected timeframe. Coordinate with recordkeepers if there are changes to the account or agreements (for example, investment lineup changes, fee changes, etc) Product Management Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training. Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business. Perform other job-related duties and special projects as the need arises. Provide administrative support to RPS key personnel. Key Competencies for Position: Detail Oriented Self-starter with ability to prioritize work Accountability Strong administrative/organizational skills Relationship building and collaboration - interpersonal skills Qualifications and Education Requirements Years of Experience: 3+ years retirement industry experience Adept at utilizing Microsoft Office products, including Excel, Word, and PowerPoint. Proficient communication skills used for both internal and external clients Strong analysis and decision-making skills Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! Need help finding the right job? We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
    $18.3 hourly 5d ago
  • Mortgage Home Loan Advisor

    First Bank 4.6company rating

    Lincoln, NE job

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
    $32k-42k yearly est. 5d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Tempe, AZ job

    JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities * Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals * Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients * Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase * Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model * Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required * Negotiate leveraging customized proving models with clients to close business * Work with internal partners to ensure successful implementation and product ramp-up * Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required Qualifications, Skills, and Capabilities * Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts * Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally * Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint * Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes * Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply * Ability to balance the needs of clients with associated risks and interests of the firm * Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments Preferred Qualifications, Skills, and Capabilities * Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role * At least 3 years of related business development experience
    $89k-119k yearly est. Auto-Apply 60d+ ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Chandler, AZ job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $65k-112k yearly est. Easy Apply 60d+ ago
  • Loan Documentation Processor

    Wells Fargo Bank 4.6company rating

    Chandler, AZ job

    About this role: Wells Fargo is seeking a Loan Documentation Processor in Auto as part of Consumer Lending. This role will be responsible for collecting, preparing, coordinate, and reviewing loan documents. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Knowledge and understanding of financial or loan document processing in a corporate environment Banking or finance experience Data entry experience Experience in data analysis and documentation Experience managing a pipeline of work from assignment to completion Strong analytical skills with high attention to detail and accuracy Ability to take initiative and work independently with minimal supervision in a structured environment Ability to develop partnerships and collaborate with other business and functional areas Ability to successfully meet or exceed goals with a results focus Experience navigating policies, procedures, and regulation requirements in alignment with role Job Expectations: This position offers a hybrid work schedule Hours are Monday - Friday's, 9am - 6pm MST Posting End Date: 20 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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 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.
    $31k-36k yearly est. 4d ago
  • Business Support Program Manager

    Greater Iowa City, Inc. 3.7company rating

    Iowa City, IA job

    Greater Iowa City, Inc. (Greater IC) is a network of business and community leaders working to support business, invest in strategic initiatives, and advocate for an economically resilient Johnson County. We are seeking a Business Support Program Manager to oversee and drive programs that support local business and workforce needs. The Business Support Program Manager will play a pivotal role in driving our mission to enhance the economic vitality and overall well-being of our business and entrepreneurial community. This individual will be responsible for designing, implementing, and managing a diverse range of programs and initiatives aimed at promoting economic growth, workforce needs, fostering engagement, and addressing business challenges. GENERAL RESPONSIBILITIES 1. Program / Initiative Development: Lead the conceptualization, design, and implementation of business support programs / initiatives aligned with organizational goals and business, workforce and entrepreneurial needs. This includes: Developing comprehensive program plans, including goals, objectives, budget, activities, and timelines. Collaborating with internal and external partners to leverage resources and expertise in program design and implementation. Ensuring that programs are inclusive, culturally responsive, and tailored to the unique needs and assets of the business and entrepreneurial community. Continuously evaluate and adapt programs based on feedback, data analysis, and changing business dynamics. 2. Stakeholder Engagement: Build and maintain strong relationships with stakeholders, including business leaders, university partners, business organizations, and local government officials to foster collaboration and support for programs / initiatives. 3. Project Management: Oversee program implementation, including budget management, timeline adherence, resource allocation, and performance monitoring in collaboration with Greater IC leadership. Initial Program Responsibilities: 1. Business Resource Center Oversee the development and daily operations of a centralized hub for business support services Curate and maintain resources including guides, toolkits, and referral networks Ensure accessibility and relevance for businesses of all sizes and sectors Coordinate with local service providers to offer workshops, consultations, and technical assistance 2. Entrepreneurial Support Design and manage programs that support startups and small businesses, like 1 Million Cups. Provide technical assistance, mentorship, and access to capital resources Partner with local incubators, accelerators, conferences like EntreFest, and universities Track outcomes and adjust programming to meet evolving needs 3. Coworking and Entrepreneurial Space Management Manage Co-Working and 808 member communications and community building activities and delegate to the office manager, where appropriate, for facilities requests and rentals, invoicing, and maintenance issues. Other Responsibilities: Business Support Innovation Council: Take lead in agenda and content development to support this quarterly meeting of industry leaders. This effort corresponds with a newsletter and engagement with Council members that helps inform all stakeholders of the efforts of business support and workforce programs. Conversations within this council may lead to emerging programs. Qualifications: Bachelor's degree in business, economics, public administration, urban planning, public policy, business administration, or related field. Experience and progressive opportunities in educational roles in community development, business support, workforce or a related field, with a proven track record of program management and stakeholder engagement. Strong understanding of business support principles, community development strategies, and social impact measurement. Experience in data analysis and other community and business support data tools. Excellent communication skills, including the ability to effectively communicate complex ideas to diverse audiences through written reports, presentations, and public speaking engagements. Demonstrated ability to build and maintain relationships with a wide range of stakeholders, including government agencies, community organizations, businesses, and residents. Commitment to inclusive programming. POSITION DETAILS This is an exempt, full-time, benefits eligible position. Work is performed in-person at the Greater Iowa City, Inc. office at the MERGE co-working location in downtown Iowa City, 136 S Dubuque St. Work hours are primarily 8:30-5:00 PM, Monday-Friday, but may require occasional early morning, late afternoon, or weekend hours to accommodate meetings/events. Johnson County residence is required for emergency and facility access. A valid driver's license and access to transportation is required. Greater IC provides competitive benefits including health/dental insurance, short-term/long-term/life insurance; retirement plan; parking PTO and paid holidays, cell/vehicle/wellness reimbursement plan. Greater IC is an EEO employer. -------------------------------------------------------------- Salary: Compensation is between $50,000 to $80,000 and/or commensurate with experience. Application Deadline: Open until filled. Application Instructions: submit resume and cover letter to Nancy Bird, President & CEO, *************************. Pre-screen interviews will be online; second-level interviews will be in-person and include staff and key stakeholders. Greater Iowa City, Inc is an EEO employer.
    $50k-80k yearly 13h ago
  • Fraud Analyst

    Greenstate Credit Union 3.9company rating

    North Liberty, IA job

    Responsible for reviewing, analyzing, investigating, monitoring, and reporting of potential and known fraudulent transactions. Responsible for the accurate and timely completion of credit card and debit card member disputes. Provides superior member service to internal staff and external members. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. Essential Duties and Responsibilities Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Reviews, analyzes and investigates system generated alerts, including but not limited to, Verafin, iPay, Q2, YellowHammer, for potentially fraudulent activity. Reviews, analyzes and investigates potentially fraudulent activity through online deposit account opening and loan applications, including FinTech applications, as requested. Determines Credit Union and member liability for fraud loss, communicate with member, and post GL entries as necessary. Prepares Hold Harmless Agreements. Reports Elder Abuse to the appropriate state agency/s. Corresponds with law enforcement as it relates to fraudulent activity. Manages check fraud claims. Documents, accurately and thoroughly, all actions taken on a case. Answers phone, email group and LiveChat to assist staff with questions related to disputes and fraudulent transactions. Reviews new and pending credit card and debit card fraud and dispute submissions, reaches out to merchants in effort to obtain credit back to card holders, process and reports through Springboard as needed, provides provisional credit to card holders, send applicable notices, performs charge-offs for closed credit card and debit card closed cases, as necessary, and posts GL entries. Works through MC Connect as needed for fraud reporting. Reviews and processes daily report from Springboard/COOP. Assists with closing accounts, establishing new accounts and moving loans for members experiencing fraudulent account and/or loan activity. This includes, but is not limited to, closing accounts, establishing new accounts, moving loans, online banking, ordering debit cards and ordering checks. Maintains knowledge of applicable laws and regulations (including regulation E), policies and procedures. Other duties as assigned by management. Job Requirements/Expectations High school diploma or equivalent along with a minimum of three years of banking, fraud related experience. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of the Credit Union. Ability to effectively gather and analyze information in the course of reviews and investigations. Ability to prioritize assignments, organize work efficiently, and handle large volumes of details. Ability to work independently. Accuracy and attention to detail. Computer literacy and knowledge of alert monitoring systems. Coverage hours for Fraud team: Monday-Friday 7:30am-5:30pm and rotating Saturdays 8:30am-12:30pm. Reporting Relationship Reports to the Manager Fraud. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID
    $29.2-34.1 hourly Auto-Apply 2d ago
  • Member Service Representative (Full-Time) - Goodyear

    Navy Federal Credit Union 4.7company rating

    Goodyear, AZ job

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 15420 West McDowell, Goodyear, Arizona 85395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $30k-38k yearly est. 3d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    West Des Moines, IA job

    What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $34k-47k yearly est. 60d+ ago

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