Associate Advisor - Seattle
Associate job at Brighton Jones
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. We are looking for our next Associate Advisor. In this role, Associate Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients.
Take our Values in Action Self-Assessment to see how our values align! Your Role:
Manage the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients
Timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Responsible for initiating requests, review, and approval. Ensures completion within specified timeframes and provides thorough communication to client throughout the process.
Primary point of contact for custodians around all operational and tactical service matters
Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
Act as the point person for all client service team inquiries; work with team members to ensure all action items are moved forward and completed
Work with the team to craft client meeting agenda and prepare deliverables to be presented; analyzes client data and develops strategies; occasionally attends client meetings; ensures all client related action items are communicated and memorialized in the CRM
Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members.
Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location; considers both strategic and tactical allocation opportunities to improve return and reduce volatility
Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and restricted stock inventories, and other wealth transfer strategies; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
Work with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
Manages tax coordination and execution for clients' personal and trust accounts.
Your Experience:
2 - 4 years of experience in financial planning, wealth management or a related industry preferred; expected to be current with industry trends, terminology and concepts
Undergraduate degree required
Series 65 or equivalent required within first 120 days of employment
Interest in or currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP )
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
Organizational - handle multiple client relationships with contending priorities and coordinate team member resources most effectively
Delegation - increase capacity by managing and delegating tasks to the right level, ensure accurate and timely completion
Presentation - present complex concepts and ideas in a professional, persuasive and easily comprehendible way to clients, in written and verbal form
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Skills & Attributes:
Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows
Exceptional communication skills, both written and verbal, with clients and co-workers
Exceptional interpersonal skills and demonstrated teamwork mentality
Must be able to project a capable and trustworthy image
Must be a self-starter and proactively manage workload, communications, and ownership of tasks
Commitment to excellence and high standards
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
A high degree of personal integrity, maturity, and acute attention to detail
Strong analytical and problem-solving skills
Compensation:
Pay: $70,000 - $95,000 per year
Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyNetDevOps - Associate
Cary, NC jobs
Job Title NetDevOps
Corporate Title Associate
As a NetDevOps Associate, you will support the deployment and optimization of complex network infrastructure across multiple sites. You will collaborate with cross-functional teams to ensure high availability, scalability, and performance of network systems. You will contribute to automation initiatives and Infrastructure as Code practices, helping drive innovation and operational efficiency. Your role will be instrumental in shaping the technical direction of network services and enhancing delivery standards.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Plan, design, and deploy network infrastructure including routers, switches, firewalls, and wireless systems
Implement Infrastructure as Code solutions using tools such as Terraform, CloudFormation, or Ansible
Collaborate with engineering and operations teams to optimize network performance and reduce latency
Automate deployment and monitoring tasks using scripting and configuration management tools
Evaluate current network setups and recommend improvements for scalability, security, and efficiency
Contribute to technical strategy by identifying trends and proposing innovative architectures
Skills You'll Need
Knowledge of networking protocols including Border Gateway Protocol (BGP), Open Shortest Path First (OSPF), Multiprotocol Label Switching (MPLS), Spanning Tree Protocol (STP), and Virtual Extensible LAN (VXLAN)
Experience with network hardware from vendors such as Cisco, Juniper, Arista, or Fortinet
Familiarity with Infrastructure as Code tools and practices
Certified technical engineer (e.g., Cisco Certified Network Associate)
Understanding of enterprise network environments, preferably within financial institutions
Skills That Will Help You Excel
Proficiency in scripting languages such as Python, YAML, or JSON for automation
Experience with version control systems like Git
Exposure to DevOps methodologies and agile environments
Passion for continuous learning and innovation
Strong problem-solving and collaboration skills
Expectations
It is the Bank's expectation that employees hired into this role will work in the Jacksonville or Cary office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville is $60,000 to $86,000 and Cary is $85,000 to $120,750. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Acquisition Associate
Miami, FL jobs
A privately held real estate investment syndicate based in Brickell is seeking a Acquisitions Analyst to join its growing team. The firm focuses on value-add and opportunistic commercial real estate investments across the U.S., with a diverse portfolio spanning industrial, multifamily, office, and retail assets.
The Senior Analyst will play a hands-on role in deal sourcing, underwriting, due diligence, and transaction execution-working directly with senior leadership and investors throughout the full acquisitions process.
Key Responsibilities:
Source and evaluate investment opportunities through broker relationships, direct outreach, and market tracking.
Underwrite and model acquisitions and developments using Excel and Argus.
Conduct market research, lease analysis, and asset-level due diligence.
Prepare investment committee materials and coordinate deal execution.
Interface with brokers, lenders, and JV partners to support transactions.
Ideal Profile:
3-6 years of experience in real estate acquisitions, private equity, or investment banking.
Strong financial modeling and analytical capabilities.
Proven understanding of commercial real estate valuation and capital markets.
Entrepreneurial mindset, strong communication skills, and ability to thrive in a small, fast-paced investment environment.
Principal Risk Associate Retail Bank Tech
Washington, DC jobs
Principal Risk Associate Retail Bank Tech Principal Associate The Principal Associate within the Tech, Cyber, Data, and Resiliency (TCDR) team will strategically apply analytical expertise to proactively identify, measure, and mitigate complex TCDR risks while simultaneously promoting and fostering innovation across the division. This is a highly collaborative role that requires partnerships with Technology, Business, and Second Line teams to identify and mitigate risks.
Additionally, the Principal Associate serves as a Dedicated Tech Risk Partner (DTRP) to key technology stakeholders. In this capacity, they function as a trusted risk partner who proactively manages risk by working closely with engineering teams to develop effective, compliant solutions and reporting to the executive leadership.
This position is central to driving organizational change through the effective identification, rigorous measurement, detailed analysis, and comprehensive reporting of TCDR risks. The Principal Associate acts as a subject matter expert, tasked with managing and continuously improving Tech Risk Metrics, with a specialized focus on Technology, Compliance, Stability, and Resiliency. They ensure a strong overall control environment across the division by maintaining a strong command of data risk frameworks and regulatory governance. Support the end-to-end execution and continuous improvement of the Risk and Control Self-Assessment (RCSA) program. Finally, the role involves diligent tracking and analysis of the severity of critical incidents, documenting lessons learned, and identifying concrete preventative measures to mitigate future occurrences.
Responsibilities
Serve as the go-to Tech Risk Partner for assigned engineering and technology teams, providing a "white glove service" approach to ensure all necessary risk management support, guidance, and resources are provided promptly.
Proactively work with technical teams to develop and execute clear pathways to achieve compliance, drafting audit responses and reducing regulatory exposure and control failures.
Ensure all TCDR governance questions, requirements, and compliance checks are addressed and integrated into new service intake processes, preventing downstream risk and redesign efforts.
Participate in Material Tech Change (MTC) reviews to proactively identify and vet potential risk scenarios, assess threat models, and ensure controls are updated to reflect the planned changes to the technology environment.
Support RCSA with facilitating cross-functional risk workshops to identify and evaluate inherent risks and control effectiveness, documenting clear conclusions and insights across these technical domains.
Conduct thorough control analysis to identify design gaps, missing documentation, or outdated controls, partnering with business leaders to perform risk leveling and ensure appropriate control coverage.
Prepare high-quality executive reports that summarize the Tech, Cyber, Data, and Resiliency point of view on technology risks derived from the RCSA process.
Foster collaborative relationships with stakeholders across the Second Line and Third-Party Risk Management to ensure risk alignment.
Monitor the progress of remediation activities, following up on outstanding control actions or delays to ensure timely risk mitigation.
Support control dissertation by managing spreadsheets with up-to-date RCSA materials and comprehensive summaries.
Subject Matter Expert for metrics in four categories: Compliance, Resiliency, Release Management, and Stability.
Develop and maintain a living standard spreadsheet detailing current metrics, defined metric thresholds, non-compliance triggers, and the associated risk of non-compliance for all four categories.
Establish and execute a daily process to report on non-compliant metrics to business partners and engaging engineers.
Contribute to the monthly executive deck by explaining the drivers for non-compliance and proposing the path to achieving compliance.
Provide detailed quarterly reporting on non-compliant metrics for executive governance forums.
Monitor the progress of remediation activities and follow up on outstanding controls actions or delays.
Immediately investigate and validate the reported critical incidents and the impact caused by the incident.
Document all steps taken, the root cause theory, final resolution/workaround, and the lesson learned to prevent it from occurring again.
Feed trend data from repeated technology outage incidents back into the Risk and Control Self-Assessment (RCSA) program to update control narratives or increase the criticality rating of the related control.
Basic Qualifications
At least 3 years of Cyber & Tech Risk Analysis experience.
At least 3 years of experience in Risk Management, Compliance, Audit, or Control Testing.
Preferred Qualifications
4+ years of experience in a dedicated role focused on Technology Risk, Cyber Risk, or Business Continuity.
2+ years of consulting experience with client and stakeholder relationships.
Excellent written and verbal communication skills, including experience presenting complex risk topics to executive audiences.
Relevant professional certification (e.g., CRISC, CISA, or other risk/audit certifications)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $127,500 - $145,500 for Prin Assoc, Cyber Risk & Analysis
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Valuations (VAS) Associate
Sterling Heights, MI jobs
JOB SUMMARYAs an Associate within our Valuation team, you will play a crucial role in supporting the valuation of assets, businesses, and financial instruments. Working closely with senior valuation professionals, you will gain hands-on experience in financial analysis, market research, and valuation methodologies. This role offers an excellent opportunity to contribute to our clients' success and to develop a strong foundation in the field of valuation.
Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis
Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies
Prepare detailed valuation reports and presentations.
Assist management in planning and managing engagement activity and follow through to achieve results
Demonstrate technical knowledge effectively through written and verbal communication
Lead valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery
Mentor and train new staff in areas of expertise and responsibility
Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems
Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements
Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in accounting, finance, economics, or a related field
3 - 5 years in relevant position or significant academic background
Preferred education and experience
Master's degree in accounting, finance, economics, or a related field
None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyAssociate - IB Aerospace & Defense
Charlotte, NC jobs
Investment Banking Associate, Aerospace & Defense Charlotte, North Carolina, United States (On-site) Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
POSITION: Jefferies seeks an Investment Banking, Associate in Charlotte, NC to provide technical and industry advice for domestic and international companies for A&D on their strategic alternatives.
PRIMARY RESPONSIBILITIES:
* Perform analysis of valuation and financing of a potential transaction, formulation of plans and models to consummate transactions, in accordance with the rules and procedures of various domestic and international institutions and US laws and regulations.
* Working closely with various sector and product teams, execute buy-side and sell-side M&A and capital markets transactions (cross-border and domestic, public and private, friendly and hostile) and provide general corporate advice to clients.
* Prepare marketing and new business development presentations.
* Execute the creation of company-specific financial analysis/modeling, including valuation and statistical analysis and consequences of options a company may be considering.
* Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans.
* Develop written materials such as client presentations, offering memorandums, proposals, engagement letters, and term sheets utilizing Microsoft Excel, PowerPoint and Word. Coordinate internal and external resources regarding such document creation.
* Create project timelines and work plans, which entail financial analysis, due diligence and valuation. Develop and foster client relationships.
* Conduct industry and product research.
REQUIRED BACKGROUND:
* College degree or foreign equivalent in Business Administration, Finance, Economics or related field and 2+ years of experience providing complex analytical support including creating and reviewing valuation and other financial analyses in support of due diligence activities on behalf of a global financial services institution.
* Experience must include executing both sell-side and buy-side M&A (including cross-border and domestic, public and private); preparing client presentations and pitches utilizing Microsoft Word, Excel and PowerPoint; performing financial valuation analysis and building complex financial models; conducting industry and product research; analyzing corporate and financial information; participating in execution of M&A transactions.
* Series 63 & 79 license required.
* Lives or willing to relocate to Charlotte
The salary range for this role is $150,000 - $200,000.
#LI-DNI
Auto-ApplyAssociate - IB Aerospace & Defense
Charlotte, NC jobs
Investment Banking Associate, Aerospace & Defense
Charlotte, North Carolina, United States (On-site)
Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
POSITION: Jefferies seeks an Investment Banking, Associate in Charlotte, NC to provide technical and industry advice for domestic and international companies for A&D on their strategic alternatives.
PRIMARY RESPONSIBILITIES:
Perform analysis of valuation and financing of a potential transaction, formulation of plans and models to consummate transactions, in accordance with the rules and procedures of various domestic and international institutions and US laws and regulations.
Working closely with various sector and product teams, execute buy-side and sell-side M&A and capital markets transactions (cross-border and domestic, public and private, friendly and hostile) and provide general corporate advice to clients.
Prepare marketing and new business development presentations.
Execute the creation of company-specific financial analysis/modeling, including valuation and statistical analysis and consequences of options a company may be considering.
Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans.
Develop written materials such as client presentations, offering memorandums, proposals, engagement letters, and term sheets utilizing Microsoft Excel, PowerPoint and Word. Coordinate internal and external resources regarding such document creation.
Create project timelines and work plans, which entail financial analysis, due diligence and valuation. Develop and foster client relationships.
Conduct industry and product research.
REQUIRED BACKGROUND:
College degree or foreign equivalent in Business Administration, Finance, Economics or related field and 2+ years of experience providing complex analytical support including creating and reviewing valuation and other financial analyses in support of due diligence activities on behalf of a global financial services institution.
Experience must include executing both sell-side and buy-side M&A (including cross-border and domestic, public and private); preparing client presentations and pitches utilizing Microsoft Word, Excel and PowerPoint; performing financial valuation analysis and building complex financial models; conducting industry and product research; analyzing corporate and financial information; participating in execution of M&A transactions.
Series 63 & 79 license required.
Lives or willing to relocate to Charlotte
The salary range for this role is $150,000 - $200,000.
#LI-DNI
Auto-ApplyUniversity Talent Acquisition Associate
Farmington Hills, MI jobs
JOB SUMMARYAs a University Talent Acquisition Associate, you will play a vital role in attracting top talent from universities and colleges to join our organization. You will be responsible for planning and executing university recruitment initiatives, building relationships with educational institutions, and identifying and selecting high-potential candidates for internships and entry-level positions. Your strong networking skills, knowledge of university recruitment strategies, and ability to represent our firm will contribute to the successful recruitment of future accounting professionals.
Assist with implementation of a comprehensive university recruitment strategy to attract talented individuals from universities and colleges
Build and maintain strong relationships with career services offices, faculty members, and student organizations at target schools to increase our firm's visibility and access to potential candidates
Plan and coordinate university recruitment events, including career fairs, information sessions, and networking events, to promote our firm and engage with prospective candidates
Collaborate with hiring managers to understand their talent needs and requirements for internship and entry-level positions
Conduct presentations and workshops at universities to educate students about our firm, career opportunities, and the accounting profession
Screen resumes and applications from university candidates and conduct initial interviews to assess their qualifications, skills, and cultural fit
Coordinate and facilitate the interview process, including scheduling interviews with hiring managers, conducting follow-ups, and providing feedback to candidates
Serve as a point of contact for candidates throughout the recruitment process, addressing their inquiries and ensuring a positive candidate experience
Collaborate with the HR team to onboard and integrate new university hires into the organization
Stay updated on university recruitment trends, best practices, and industry changes to continuously improve our university recruitment strategies
Track and analyze recruitment metrics and prepare reports to evaluate the effectiveness of university recruitment initiatives
Maintain relationships with past interns and alumni to foster a strong talent pipeline for future hiring needs
Attend professional development and training sessions on a regular basis
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Frequent travel to university locations and events with some overnight stays is expected
Required education and experience
Bachelor's degree in human resources, business administration, or a related field
Proficiency in applicant tracking systems (ATS) and other recruitment software
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Advanced user of Excel and other Microsoft office products
Basic knowledge of university talent acquisition software tools
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyAssociate, Portfolio Specialist
Sausalito, CA jobs
About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About this Role
We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm.
Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay.
Key Responsibilities:
* Support the portfolio management and trading teams' operational workflows
* Review and validate incoming client trade and analysis requests
* Manage and maintain SalesForce dashboards and workflows
* Assign client requests to appropriate Portfolio Managers and other internal teams
* Reply to diverse internal and external requests in a timely manner
* Document and refine operational processes for consistency and transparency
* Contribute to initiatives that enhance overall client experience and service delivery
* Support automation and efficiency improvements across various operational processes
* Assist with ad hoc projects and responsibilities as needed.
Qualifications:
* BA/BS required
* Minimum 3+ years prior work experience
* Strong attention to detail and accuracy
* Excellent written and verbal communication skills
* Outstanding problem-solving and interpersonal skills
* Strong organizational and multitasking skills
* Ability to work independently and in a small group environment
* A high degree of integrity with the ability to handle confidential matters
* Capacity to work in a fast-paced environment
* Collaborative attitude is a must
* Familiarity with Salesforce a plus
* Trade operations experience a plus
For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Associate, Portfolio Specialist
Sausalito, CA jobs
About this role
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About this Role
We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm.
Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay.
Key Responsibilities:
· Support the portfolio management and trading teams' operational workflows
· Review and validate incoming client trade and analysis requests
· Manage and maintain SalesForce dashboards and workflows
· Assign client requests to appropriate Portfolio Managers and other internal teams
· Reply to diverse internal and external requests in a timely manner
· Document and refine operational processes for consistency and transparency
· Contribute to initiatives that enhance overall client experience and service delivery
· Support automation and efficiency improvements across various operational processes
· Assist with ad hoc projects and responsibilities as needed.
Qualifications:
· BA/BS required
· Minimum 3+ years prior work experience
· Strong attention to detail and accuracy
· Excellent written and verbal communication skills
· Outstanding problem-solving and interpersonal skills
· Strong organizational and multitasking skills
· Ability to work independently and in a small group environment
· A high degree of integrity with the ability to handle confidential matters
· Capacity to work in a fast-paced environment
· Collaborative attitude is a must
· Familiarity with Salesforce a plus
· Trade operations experience a plus
For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyAssociate - Modeling Analytics
Plano, TX jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyAssociate - Modeling Analytics
Wilmington, NC jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
San Antonio, TX jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training and Work Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 2/9/26 for 7 weeks. Training hours are 8:00 a.m. - 4:30 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open 24 hours a day. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Compensation:
Starting rate $20.00 per hour
Posting Location:
4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251
@RWF22
Posting End Date:
29 Dec 2025
*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.
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Phoenix, AZ jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and reading proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training and Work Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 02/09 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift.
Compensation:
Starting rate $20.00 per hour
Posting Location:
2202 W Rose Garden Ln, Phoenix AZ 85027
@RWF22
Posting End Date:
1 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.
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Raleigh, NC jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Bilingual - Spanish Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training and Work Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 1/5/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays.
Posting Location:
1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607
@RWF22
Posting End Date:
22 Dec 2025
*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.
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Raleigh, NC jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Bilingual - Spanish Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training and Work Schedule:
* You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
* Training class starts on 1/5/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays.
Posting Location:
* 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607
@RWF22
Posting End Date:
22 Dec 2025
* 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.
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Raleigh, NC jobs
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Bilingual - Spanish Associate Customer Service Representative in **Everyday Banking** . Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
**In this role you will:**
+ Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
+ Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
+ Regularly receive direction from supervisor and escalate questions and issues to more senior employees
+ Interact with team on basic information, plus internal or external customers
**Required Qualifications:**
+ 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Bilingual reading, speaking, and listening proficiency in Spanish/English
**Desired Qualifications:**
+ Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
+ Ability to execute in a fast paced, high demand, metric driven call center environment
+ Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
+ Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
+ Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
+ Knowledge, understanding and experience of internet, mobile, and social media technology
**Job Expectations:**
+ Must be able to attend full duration of required training period
+ This position is not eligible for Visa sponsorship
+ Ability to work additional hours as needed
+ Schedule may be eligible for a shift differential under the terms of the shift differential policy
+ Must work on-site at the location posted
+ Must complete and pass required language assessment
**Training and Work Schedule:**
+ You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
+ Training class starts on 1/5/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
+ We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays.
**Posting Location:**
+ 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607
@RWF22
**Posting End Date:**
22 Dec 2025
**_*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.
**Req Number:** R-503226
Associate Customer Service Representative
Fort Worth, TX jobs
ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
Completed training courses and attain the knowledge required to assist our Customer Database
Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
Contacts software and hardware vendors to request service regarding defective products.
Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
Meet and exceed service level goals set for the Customer Service Team
Follow communication procedures, guidelines, and policies
Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
Keep records of all client interactions
Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
Proven technical customer support experience
2+ years of merchant services / payments industry experience preferred
Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
Ability to work in a ticket and metrics driven environment
Familiarity with CRM systems and practices (e.g. Salesforce)
Must be able to communicate in a clear and logical fashion verbally and in writing
Must take pride and satisfaction in helping people
Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyEntry Level - Associate Member Relationship Specialist (Teller 1- Bullhead City, AZ) Part-Time
Bullhead City, AZ jobs
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
* 8:30 am - 5:30 pm Monday through Friday
* 8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
* Excited about providing amazing service to our members and the community.
* Looking for a position that will establish and grow your career.
* Interested in learning how to open financial memberships and assist with loan requests.
* Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
* Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
* Actively participates in meeting the goals of the department and the Credit Union.
* Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
* Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
* Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
* Assists with member research and problem resolution.
* Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
* Works within given limits and authority; proactively seeks supervisory assistance as needed.
* Promotes credit union products and services and actively refers members to credit union partners as appropriate.
* Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
* Is courageous and willing to make decisions that result in positive member outcomes.
Development
* Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
* Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
* Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
* Suggests and participates in credit union community service opportunities and events.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
* Regular and predictable attendance and punctuality.
* Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
* Paid sick leave (and increases with tenure!)
* Company-provided life insurance at twice your annual salary
* Financial Education Programs
* DoorDash DashPass
Health
* Medical, Dental, and Vision Insurance for part-time and full-time employees
* Modern Health
* Care.com subscription
* Teladoc
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, graphic location, market demands, and internal equity.
Pay range
Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
Payments Sales Fulfillment Associate
Plano, TX jobs
JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Auto-Apply