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BCG Platinion | Senior Consultant, Cybersecurity, Data Privacy
Boston Consulting Group 4.8
Business advisor job in Durham, NC
Locations: Atlanta | Austin | Boston | Brooklyn | Chicago | Dallas | Denver | Detroit | Durham | Houston | Miami | Minneapolis | Nashville | New York | Philadelphia | Pittsburgh | Summit | Washington Who We Are Boston Consulting Group (BCG) is a global consulting firm that partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. Our success depends on a spirit of deep collaboration and a global community of diverse individuals determined to make the world and each other better every day. BCG's Tech and Digital Advantage (TDA) practice focuses on helping clients deliver competitive advantage and superior business performance through the use of data, technology and digital. Platinion is the fastest growing practice at BCG and at the heart of the strategic impact we have with our clients. Our consultants and experts globally work across all industries and provide deep experience and expertise across a number of topics including Digital Transformation, Data & Digital Platforms, AI at Scale, Agile, Cybersecurity and Digitizing the Tech Function. At BCG, we bring together the right people to conquer complexity, drive material change, and initiate positive, long-term impact. Explore our BCG Culture and Values for more information. About BCG Platinion BCG Platinion's presence spans across the globe, with offices in Asia, Europe, and South and North America. We achieve digital excellence for clients with sustained solutions to the most complex and time-sensitive challenge. We guide clients into the future to push the status quo, overcome tech limitations, and enable our clients to go further in their digital journeys than what has ever been possible in the past. At BCG Platinion, we deliver business value through the innovative use of technology at a rapid pace. We roll up our sleeves to transform business, revolutionize approaches, satisfy customers, and change the game through Architecture, Cybersecurity, Digital Transformation, Enterprise Application and Risk functions. We balance vision with a pragmatic path to change transforming strategies into leading-edge tech platforms, at scale. What You'll Do As a Cybersecurity Senior Consultant at BCG TDA/Platinion, you will work with BCG clients to protect organizations' most valuable digital, intellectual, and human assets against malicious attacks and fatal errors. In this role, you will apply your sound technical expertise, understanding of business contexts, and analytical skills to enable organizations' security priorities - while embedding robust data privacy practices across strategic and technology engagements. You will help strategize and design solutions that not only safeguard sensitive information but also build customer trust and ensure compliance with evolving data protection standards. You will also work in multidisciplinary teams to help businesses improve their products and create market growth strategies through secure, privacy-respecting innovation. Cybersecurity Consultants at BCG Platinion are: Technical experts. They are critical thinkers and have extensive cybersecurity expertise that drives innovative solutions. Innovators. They understand and leverage cutting-edge cybersecurity approaches and tactics to create customized solutions for clients. Change agents. They know how to make change happen across an organization. They can align and onboard teams to implement new cybersecurity process and toolsets. They embrace complex challenges and guide an organization to optimize their cybersecurity practices. Collaborative. They are interdisciplinary team players who seek alignment and establish relationships ranging from cross-functional stakeholder groups to existing security teams. You're Good At: Developing tailored, customized cyber and data privacy solutions to address our client's challenges. Implementing cybersecurity and data governance program transformation and culture change initiatives. Developing cyber, risk, and/or data strategies, policies, processes, and procedures to protect clients' internal infrastructure and their customers. Collaborating with cross-functional teams to seamlessly integrate cybersecurity measures into GenAI solutions, ensuring the protection of sensitive data and the resilience of systems against evolving threats. Understanding and application of digital, IT, cloud computing and data strategy best practices to enhance cybersecurity and privacy. Developing cybersecurity and data governance business strategies for technology product vendors that are integrated in the organizations overall business strategy and increase revenue and profits. Working with leadership teams, including facilitating board and senior management cybersecurity and privacy awareness workshops. Helping clients with incident response readiness, by creating and facilitating table-top exercises, business continuity and disaster recovery plans. What You'll Bring 4+ years of professional experience in the execution and management of technology (Prior experience at a consulting organization is highly preferred). BS in mathematics, natural sciences, information technology, business management, or similar degree. CISSP, CIPP/E, CIPP/US preferred. Hands-on experience with, or extensive knowledge of some of the following: Developing cybersecurity and/or data governance strategies or policies. Managing cybersecurity and data privacy risk. Designing, transforming, implementing, and running cybersecurity and data governance programs. Implementing integrated risk management solutions. Delivering cybersecurity and data privacy culture change, awareness, and training. Designing / implementing business resilience programs. Ability to navigate and advise on complex, evolving privacy regulatory landscape, especially new laws. Working on data privacy projects that span across requirements engineering, design, technical implementation, and/or technical program management is required. Broad knowledge of cybersecurity technologies throughout organizational and acquisition lifecycle. Working knowledge of at least two different cybersecurity frameworks: NIST Cybersecurity Framework. NIST Privacy Framework. ISO/IEC 27000 family of standards, etc. C2M2 NIST SP 800-53 and companion publications. Cloud Security Alliance CCM. The CRI Profile. Knowledge and experience with major digital risk and technology regulatory environments. Business and technical fluency in major data protection laws (e.g., GDPR, CCPA, CPRA). Team-oriented attitude. Strong communication and presentation skills. Outstanding analytical and conceptual skills. Results-orientated mindset. Confidence and persuasiveness. GenAI tool fluency (e.g., demonstrated use of GenAI tools such as ChatGPT, Claude) and validation of responses. Willingness to travel around the globe to work with clients and BCG teams. At times, this role involves significant travel to client sites. The amount of travel will depend on client needs and nature of projects. Additional info What We Offer: At BCG, we care about our people, and offer best in class benefits to support you personally and professionally including: An opportunity to work organically across disciplines and across BCG, we offer a unified and unrivaled opportunity that combines strategic thinking with hands-on applications. A unique experience to work alongside a team of passionate and driven problem-solvers with a mission to deliver innovative and valuable digital solutions in a supportive environment. For U.S. Applicants: The base compensation for this role is $150,000 in USD. In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and BCG's Profit Sharing and Retirement Fund (PSRF) contribution. BCG also provides a market leading benefits package described below. At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members.* That's zero dollars in premiums taken from employee paychecks. All our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children. $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs. Dental coverage, including up to $5,000 (USD) in orthodontia benefits. Vision insurance with coverage for both glasses and contact lenses annually. Reimbursement for gym memberships and other fitness activities. Fully vested retirement contributions made annually, whether you contribute or not. Generous paid time off including vacation, holidays, and annual office closure between Christmas and New Years. Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement. *Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. To learn more about our employee benefit please check our Benefits page. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
$150k yearly 1d ago

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Business Development Specialist
Guy Roofing, Inc. 3.7
Business advisor job in Spartanburg, SC
Are you someone who thrives on building connections, opening doors, and turning conversations into long-term business? Do you enjoy representing a company, growing your professional network, and seeing the direct results of your efforts? If so, this is your opportunity to play a key role in expanding both our local commercial presence and our national account. As a Business Development Specialist, you won't be stuck behind a desk. You'll be out in the community, at national trade shows, and actively engaging decision-makers-both in person and online-to drive meaningful growth for our company. What You'll Do Drive new business growth across local commercial markets and national accounts Build relationships through local networking groups, chambers, and industry associations Represent the company at national trade shows and industry events Proactively prospect and connect with decision-makers through outreach and referrals Promote the company's brand, services, and expertise on LinkedIn and professional platforms Develop and maintain a strong pipeline of qualified opportunities Partner with internal teams to ensure a smooth transition from prospect to client Track activity, opportunities, and performance metrics tied to growth goals What We're Looking For Degree in Business, Communications, Marketing or related field preferred. Experience in business development, sales, or relationship-based growth (B2B preferred) Strong communication and interpersonal skills with confidence in face-to-face settings Comfortable networking, presenting, and building rapport with professionals at all levels Experience attending trade shows or professional events is a plus Active and professional presence on LinkedIn Self-motivated, organized, and driven by results Willingness to travel locally and nationally as needed Why Join Us Play a direct role in expanding a growing company's footprint High visibility with leadership and growth opportunities Competitive compensation with performance-based incentives A dynamic role that blends strategy, networking, and hands-on relationship building Health, Dental, Vision and more offered after 90 days 401k with match offered after 6 months Paid Holidays and Vacation Weekly Pay Business Casual Attire
$41k-64k yearly est. 3d ago
Business Execution Consultant 2
PTR Global
Business advisor job in Charlotte, NC
Global Travel Risk Analyst Duration: Contract We are seeking a highly motivated and detail-oriented Business Execution Consultant 2 to join our team. The ideal candidate will play a critical role in driving business initiatives, ensuring operational efficiency, and delivering strategic solutions to meet organizational goals. This position requires strong analytical skills, effective communication, and the ability to collaborate across various teams. Responsibilities: Analyze business processes and identify areas for improvement. Develop and implement strategies to enhance operational efficiency. Collaborate with cross-functional teams to execute business initiatives. Monitor project progress and ensure alignment with organizational objectives. Prepare detailed reports and presentations for stakeholders. Provide recommendations based on data analysis and market trends. Qualifications: Bachelor's degree in Business Administration, Finance, or a related field. Proven experience in business analysis or project management. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency in Microsoft Office Suite and project management tools. Ability to work independently and manage multiple priorities effectively. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit ***************** At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: Pay any fee to be considered for, submitted to, or selected for any opportunity. Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup. Pay Range: $45 - $50 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
$45-50 hourly 2d ago
IT Business Partner-Pharmaceutical Industry
Fujifilm Biotechnologies 4.5
Business advisor job in Raleigh, NC
The Senior IT Engineer, Business Relationship Partner (BRP) serves as the site liaison between FDB Global IT and FDB, Holly Springs. This role is responsible for driving the collaboration with business units to ensure IT aligns with local site goals. The Sr. IT Engineer, BRP collaborates with site leadership, FDB IT functional areas, and Project Management to ensure seamless alignment with business needs and priorities (e.g., FDB IT strategy, portfolio, and capacity). This role identifies opportunities for process improvement and initiates solutions for both FDB Global IT and site leadership. Company Overview FUJIFILM Biotechnologies is building the future of bioproduction in Holly Springs, North Carolina. By end of 2025, we'll open North America's largest end-to-end CDMO biopharmaceutical manufacturing facility, offering drug substance production, fill-finish, and packaging under one roof. We're looking for passionate, mission-driven people to help us realize this exciting vision and deliver the next vaccine, cure, or therapy. We offer a dynamic work environment and we're proud to cultivate a culture that will fuel your purpose, energy, and drive-what we call Genki. Ready to shape the future of medicine? Let's transform healthcare together! Holly Springs, North Carolina, combines small-town warmth with proximity to Raleigh's thriving tech scene, making it the perfect blend of community and opportunity. Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of “giving our world more smiles.” Visit: *************************************************** Job Description What You'll Do In Project: Analyzes business requirements and works with local IT leadership to develop project schedules to support project milestones Provides local SLT updates on project status and escalations Coordinates project resources with local IT team to allocate Full Time Employee (FTE) or contractor technical resources In Operations: Manages the relationship between FDB Holly Springs business functions and Global IT Advises decision makers by providing insightful data visualizations and reporting to drive impactful business decisions Contributes to IT strategy and monitoring of technical trends that impact service delivery Serves as escalation point with Global IT organization functions to remediate incidents quickly and restore service to minimize business disruptions Assures that the site feels that IT is a partner, assisting them in anticipating future demands and priorities for new and updated products and services, in alignment with desired business outcomes Provides suggestions for prioritization, resolves issues, and offers solutions to Global IT and site business leaders Collaborates with cross functional teams to support and improve IT services Assists in developing business cases for local IT projects and assists in moving projects through Global IT PMO prioritization process Other duties, as assigned Knowledge and Skills Effective communication, both written and verbal Collaborative attitude working with global peers and cross-functional teams toward company and department goals Understanding of IT fundamentals (e.g., systems, infrastructure, integrations, technical design) Ability to take business requirements and translate them into technical solutions Ability to present technical information to non-technical audiences at a level that communicates effectively Excellent leadership skills Ability to manage IT projects Strong analytical detail and problem-solving Basic Requirement Bachelor's degree in Computer Science, Computer Engineering, Business Administration, or related field, with 5 years of experience in Global IT, Senior IT Engineer, or related role Experience in a Business Relationship Management or Business Relationship Partner role. Experience in Drug Substance Manufacturing (DSM), Drug Product Preferred Requirements / Certifications Master's degree in Computer Science, Computer Engineering, Business Administration, or related field, with 3 years of experience in Global IT, Senior IT Engineer, or related role Experience working within a Global IT team and associated processes Certifications related to Agile, Project Management Professional (PMIPMP), Lean, or Six Sigma FDBN is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identify or any other protected class. If an accommodation to the application process is needed, please email FDBN_**************** . To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid.
$95k-123k yearly est. 4d ago
Workforce Solutions Consultant
Allegiance Staffing LLC 4.3
Business advisor job in Raleigh, NC
Workforce Solutions Consultant / Outside Sales Compensation: Base + Commission (uncapped earnings) Your Mission: Drive Growth. Build Partnerships. Deliver Results. Allegiance Staffing, a national leader in workforce solutions, is seeking an elite-level Workforce Solutions Consultant with a hunter mentality to join our high-performance team in Jacksonville, FL. In this role, you will be responsible for generating new B2B partnerships and expanding our client base across industries such as Manufacturing, Warehousing, Distribution, Logistics, Light Industrial, Hospitality, and Administrative Services. We're looking for a talented individual with a proven history of closing deals, exceeding targets, and building high-value relationships. Key Responsibilities: New Business Acquisition Strategically identify, target, and close new accounts Develop tailored go-to-market approaches based on market research, industry trends, and client needs Consistently build a pipeline of qualified prospects through outreach, referrals, and networking Prospect Engagement & Sales Strategy Conduct in-person meetings, onsite walk-throughs, and virtual presentations with key decision-makers Lead contract negotiations and pricing discussions with confidence and professionalism Deliver compelling value propositions that highlight service quality Reporting & CRM Management Maintain accurate and timely records of all sales activities, prospect interactions, and pipeline status in CRM Track key performance indicators and adjust strategy to exceed quarterly and annual revenue goals Professional Development Participate in ongoing training, industry events, and networking opportunities. What You Bring to the Table: 3+ years of successful B2B sales experience, preferably in staffing, logistics, or industrial services Documented track record of exceeding new business sales quotas and building a strong referral pipeline Strong understanding of sales cycles, prospecting strategies, and closing techniques Excellent interpersonal, communication, and presentation skills Highly organized, self-motivated, and goal-driven with the ability to work independently Proficiency in Microsoft Office (PowerPoint, Excel, Word, Teams) and CRM platforms Comfortable navigating the field - this is an outside sales position that requires in-person prospect engagement Why Allegiance Staffing? Industry Leader: 20+ years of trusted workforce solutions across 40+ locations Entrepreneurial Culture: You have autonomy and support to make a big impact High Earning Potential: Uncapped commissions and rewards for top performers Team-Driven Success: Collaborate with experienced recruiters and account managers Career Growth: Access to advanced sales training and leadership development opportunities Are You Ready to Win? If you thrive in high-stakes sales environments and are eager to represent a company that delivers on its promises, apply now and start building a legacy of success with Allegiance Staffing.
$62k-101k yearly est. 5d ago
Business Coordinator
Find Great People | FGP 4.0
Business advisor job in Columbia, SC
The Business Coordinator serves as FGP's front-desk brand ambassador, ensuring that all visitors have a great experience interacting with our team. This role is responsible for a variety of administrative and operational tasks that enable our front office processes while ensuring our internal team members have access to resources and support. Administrative Support Greet all in-person guests and ensure they are properly guided to meetings and resources as needed. Answer phone calls and direct individuals to the appropriate person and provide direction for those seeking employment. Manage all incoming and outgoing mail and package deliveries, including specialized marketing mailers. Manage the front office calendar, which communicates in-office visitors. Manage office supply and drink inventory for the office and distribute and organize materials in designated areas. Staffing Division Support Assist with resume formatting as needed. Oversee Reference Process. Update Bullhorn records as needed when communicating with candidates. Assist marketing with client gifts. Operations Support Manage catering orders for client meetings, internal meetings, and other requests. Assist with submitting work order requests to the property management company. Manage desk setup for new internal employees. Run errands as needed. Assist with various projects as needed. SOFT SKILLS Hungry, humble, and smart. An effective communicator with high emotional intelligence and situational awareness. Ability to manage multiple tasks, prioritize effectively, and meet deadlines with a sense of urgency. Maintains discretion and exercises sound judgment in handling confidential information. Highly self-motivated and proactive in managing responsibilities. Skilled in building and maintaining trustworthy relationships through clear, professional communication and strong interpersonal awareness. Flexible and able to react to change and conflict in a positive, constructive manner. Experienced in cross-functional teamwork to achieve shared goals. Ability to demonstrate resiliency, commitment, and loyalty to a shared cause. PREFERRED EXPERIENCE Two plus years of administrative and operational experience preferred Skilled in Microsoft 365 applications, including Word, Excel, PowerPoint, Outlook, and Teams; experienced with Zoom Workplace and Canva. Bachelor's Degree Preferred
$34k-48k yearly est. 3d ago
Senior Utilities Consultant (pharma)
Insight Global
Business advisor job in Sanford, NC
Qualifications: Bachelor's Degree in Engineering or related field 15+ years of experience in pharmaceutical manufacturing Direct knowledge and extensive experience in project management and regulated utilities (RO, WFI, clean steam, compressed gases, etc.) Experience with FDA and EU licensing and inspection Pluses: Experience in both Global Engineering and site level engineering Professional Engineer or Certified Project Management certification Familiarity with manufacturing and/or utilities equipment and operations Role Summary Insight Global is seeking a Senior Utilities Engineer in the Sanford, NC area. The Utilities SME is responsible for providing technical and engineering expertise to maximize site equipment availability, reliability and reduce maintenance costs through system and process continuous improvement, i.e., LEAN principles and Continuous Improvement methodology. Develop and implement strategies and methods that improve preventive maintenance processes and procedures resulting in enhanced equipment performance. Technically support all aspects of maintenance operations while ensuring compliance with SOPs, cGMPs, safety procedures, quality standards, OSHA standards, other regulatory agency standards, good maintenance practices, and corporate initiatives. A summary of responsibilities is as follows: Engineering SME responsible for regulated utility (Clean Steam, WFI and Compressed Gas) generation and distribution. Work closely with manufacturing personnel/other departments to resolve manufacturing issues and implement process improvements. Act as a liaison between maintenance and manufacturing personnel for corrective work and utilities support. Support implementation of process equipment upgrades and optimization. Capital projects for new bioprocess equipment purchase, installation and facility integration. Trouble shooting issues with utility support of process equipment. Coordination with other plant engineers, validation and automation colleagues in support of manufacturing operations. Responsibilities: Provide technical support for equipment and process improvement initiatives using good engineering practices, simple & advanced problem-solving techniques. Foster a Safety Culture Experience with Pharmaceutical clean room design and requirements Experience with regulated utility (RO, WFI, clean steam, compressed gases, etc.) generation and distribution Subject matter expert for adherence to all regulatory requirements pertaining to regulated utilities. Fully Accountable for all assigned area Infrastructure Assets. Plan and Forecast work required for assigned area Infrastructure Assets. Provide good judgment and innovation by utilizing and adapting a broad knowledge of engineering principles and practices acquired through progressive experience. Remain current in requirements of the ever-changing business environment inclusive of site/network plan of record, capital budgeting and total cost of ownership including reliability. Preparation of Capital Investment requirements to maintain assigned area's Asset Reliability and Plan of Record.
$87k-118k yearly est. 1d ago
Business Energy Advisor or Senior Business Energy Advisor
Duke Energy 4.4
Business advisor job in Greenville, SC
Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Wednesday, February 4, 2026More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Please note: The preferred locations for this position are Greenville, SC or Spartanburg, SC. However, the hiring manager will consider any location within our South Caroline jurisdictions. Selected candidate must reside within our South Carolina jurisdiction. The exact location will be determined at the time of offer based on business needs. Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy. Please note, this role is not commission-based. Job Summary The purpose of the Business Energy Advisor (BEA) is to develop relationships with small/medium and large business customers, introduce those customers to Duke Energy products and services and close/win customer projects for energy efficiency, demand response, charger and outdoor lighting products and services. The Senior Business Energy Advisor will include developing relationships with business customers including the C -level/owners of these customers $250-$500k annual revenue). Business Energy Advisors also nurture the long term relationship for further cross-sell opportunities as new products are available for the non-residential markets. The position requires technical and financial knowledge as well as a thorough working knowledge of all the of the company's products and services: lighting, HVAC, Foodservice, EV. Must know customer needs and challenges to offer appropriate solution to customer. For regulated energy efficiency product and service sales, BEA sales process includes: identifying customer needs within their facilities, explaining program benefits, assisting in movement through the project process including assistance with identifying trade allies, and helping customers understand the application process. Tracking and reporting is vital to each step of the project success and should be considered a valuable part of the success of each project a customer undertakes. For non-regulated energy efficiency product and service sales, BEA sales process includes securing Customer Disclosure Authorization (CDA) for future discussion for all Duke Energy regulated customers. For positions in Florida, this position is responsible for conducting on-site energy audits and analysis for commercial, industrial and governmental accounts. Look here for more information about our business energy advisors. Responsibilities Business Energy Advisor Works with commercial customers with an emphasis on qualifying prospective customers both in and out of the Duke service areas by collecting usage data, building and site information. Pipeline/database management Team collaboration/meetings Internal/external/trade show presentations Senior Business Energy Advisor Prospect/identify small/medium business customer leads in and out of Duke service area by collecting usage data, building and site information. Experience in selling, qualifying and closing sales of regulated and unregulated energy efficiency products and service with SMB customers Works with commercial customers with an emphasis on qualifying prospective customers both in and out of the Duke service areas by collecting usage data, building and site information. Explaining Efficiency as a Service and demonstrating the knowledge and ability to move the customer through the analysis, proposal and closing of the project Gather facility data or work with vendors to develop key data points to accurately develop the project value during analysis. Securing signed authorizations for service agreements moving forward. Working with program management to determine terms of the contract proposal. Closing the project sale including securing proper Exhibit A signature and support in follow through on the project installation and making sure EE Incentives are processed to eligible customers as part of the contract. Tracking and reporting Team Collaboration meetings, External and trade show presentations Basic/Required Qualifications Note: This posting is for one open position. Dependent on relative experience, the level to which a candidate is aligned is outlined below. Business Energy Advisor High school diploma AND three (3) years minimum of related work experience Senior Business Energy Advisor Bachelor's degree AND four (4) years minimum of related work experience In lieu of bachelor's degree, high school diploma/GED AND seven (7) years minimum of related work experience Desired Qualifications Business Energy Advisor General understanding building envelope and equipment. What drives energy related costs and how energy efficiency drives costs down. General utility knowledge including but not limited to billing systems, distribution systems, utility rate structure. Basic knowledge of energy efficiency (EE) technologies such as lighting, HVAC, food service, pumps/motors, drives and other products & services. Basic understanding of commercial buildings and electrical loads are helpful due to the technical nature of the products. Capable customer interaction experience. Ability to juggle deadlines, follow-up, and varying types of calls to and from different industries, including schools, healthcare, biotechnology, municipalities, retail, warehousing, and others. Ability to promote a collaborative atmosphere through their actions within their own department, as well as with other departments, to ensure mutual success and as well as superior customer experience. Working knowledge of Salesforce or similar CRM. Maintain accurate sales records/documentation. Knowledge of the utility industry. Proficiency in Microsoft Office software tools and demonstrated ability to learn new systems. Sales and/or customer facing experience. Comfort level with public speaking. Solid phone skills. Self-starter. Proven ability to organize and manage large volumes of information. Demonstrated ability to work in a team environment to achieve shared goals. Demonstrated interpersonal skills to interact effectively. Senior Business Energy Advisor Preferred certifications: Engineer In Training, Certified Energy Manager, Business Energy Professional. Three (3) years' experience in engineering field and/or utility industry. Understanding of commercial building envelope, electrical loads and equipment. What drives energy related costs and how energy efficiency drives costs down. General utility knowledge including but not limited to billing systems, distribution systems, utility rate structure. Basic knowledge of energy efficiency technologies such as lighting, HVAC, food service, pumps/motors, drives as well as Duke Energy products & services including Smart $aver, Demand Response, Outdoor Lighting, Back-up gen, Solar, EV, Direct Efficiency as a service.Excellent listening skills. Prior experience working for an energy utility or services company. Demonstrated ability to work in a team environment to achieve shared goals. Use of and experience with customer relationship sales tracking software (Salesforce, C4C) and to maintain accurate sales records/documentation. Evidence of growing knowledge of the three key focus areas (facility, utility, & customer engagement). Capable customer interaction experience. Customer/sales experience with proven track record to achieve sales goals and negotiate and close customer sales projects. Ability to highlight the more comprehensive and less risk financing approach of Efficiency as a Service and the additional services that can be provided. Ability to juggle deadlines, follow-up, and varying types of calls to and from different industries, including schools, healthcare, biotechnology, municipalities, retail, warehousing, and others. Demonstrated interpersonal skills to interact effectively. Comfort level with public speaking. Working Conditions Position consists of mainly day travel. Field mobility classification - work will be performed in various field locations, as needed, after the onboarding period. However, field employees are required to live within a reasonable daily commute to their assigned work location. Travel Requirements 5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications. 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$73k-90k yearly est. Auto-Apply 8d ago
Lead Business Execution Consultant - Commercial Banking Operations Strategy and Delivery
W.F. Young 3.5
Business advisor job in North Carolina
About this role: Wells Fargo is seeking a lead business execution consultant to work with the Commercial Banking Operations Strategy and Delivery organization. In this role, you will: Lead cross functional teams to strategize, plan, and execute a variety of programs, services, and initiatives Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate Review strategic approaches and effectiveness of support function and business performance Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives Influence, guide and lead less experienced Strategy and Execution staff within the group Required Qualifications: 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Extensive experience with LoanIQ (LIQ) and Production Operations Experience working on conversion projects from legacy loan platforms to LoanIQ Advanced proficiency in Microsoft Office, including strong PowerPoint skills Proven leadership experience driving operational and strategic initiatives Strong communication skills, including presenting to senior and executive leadership Skilled in collaborating and consulting with business partners and leaders to deliver enhancements and strategic initiatives Expertise in performing assessments, fact-finding, and making sound decisions in complex situations Job Expectations: Ability to work a hybrid work schedule - 3 days in office / 2 days remote This position may be located at one of the posted locations listed below Locations: 600 S 4th St MINNEAPOLIS, MN 55415 401 Las Colinas Blvd W Bldg A, IRVING, TX 75039 1525 W W T Harris Blvd, CHARLOTTE, NC, 28262 7711 Plantation Rd, ROANOKE, VA, 24019 Salary Range: Minneapolis, MN - $131,000 - $206,000 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 1 Feb 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. 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.
$131k-206k yearly Auto-Apply 6d ago
Lead Business Execution Consultant - Commercial Banking Operations Strategy and Delivery
Wells Fargo 4.6
Business advisor job in Charlotte, NC
**About this role:** Wells Fargo is seeking a lead business execution consultant to work with the Commercial Banking Operations Strategy and Delivery organization. **In this role, you will:** + Lead cross functional teams to strategize, plan, and execute a variety of programs, services, and initiatives + Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate + Review strategic approaches and effectiveness of support function and business performance + Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations + Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans + Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives + Influence, guide and lead less experienced Strategy and Execution staff within the group **Required Qualifications:** + 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Extensive experience with LoanIQ (LIQ) and Production Operations + Experience working on conversion projects from legacy loan platforms to LoanIQ + Advanced proficiency in Microsoft Office, including strong PowerPoint skills + Proven leadership experience driving operational and strategic initiatives + Strong communication skills, including presenting to senior and executive leadership + Skilled in collaborating and consulting with business partners and leaders to deliver enhancements and strategic initiatives + Expertise in performing assessments, fact-finding, and making sound decisions in complex situations **Job Expectations:** + Ability to work a hybrid work schedule - 3 days in office / 2 days remote + This position may be located at one of the posted locations listed below **Locations:** + 600 S 4th St MINNEAPOLIS, MN 55415 + 401 Las Colinas Blvd W Bldg A, IRVING, TX 75039 + 1525 W W T Harris Blvd, CHARLOTTE, NC, 28262 + 7711 Plantation Rd, ROANOKE, VA, 24019 **Salary Range:** Minneapolis, MN - $131,000 - $206,000 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $119,000.00 - $206,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 1 Feb 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. **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-513384
$71k-89k yearly est. 5d ago
Small Business Specialist - HRO Total Source
Adpcareers
Business advisor job in Wilmington, NC
ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). Are you ready for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at an established, respected, global leader? Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging? If so, this may be the opportunity you've been searching for. Read on and decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions. You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos WHAT YOU'LL DO: Responsibilities Grow Our Business While Growing Yours: You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy. Turn Prospects into Loyal and Referring Clients: You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers. Deepen Relationships Across the ADP Family: In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone. Strategic Closer. You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships. Proven Winner. You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: Three years of business-to-business sales experience (preferably field sales) within a results-driven environment. Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
$49k-90k yearly est. 4d ago
Small Business Specialist - HRO Total Source
Blueprint30 LLC
Business advisor job in Wilmington, NC
ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). Are you ready for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at an established, respected, global leader? Do you want to join a fast-paced, inclusive environment with a culture of collaboration and belonging? If so, this may be the opportunity you've been searching for. Read on and decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a sales team that works with both new and existing clients to sell human resources solutions, making employees' lives better with high-quality benefits offerings across the hire-to-retire spectrum. Daily, you will cultivate relationships with Human Resources and executive decision-makers, set appointments, gather leads from established internal partners, and assess buyer needs to present the best ADP solutions. You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: ******************************* WHAT YOU'LL DO: Responsibilities Grow Our Business While Growing Yours: You will work within a defined, protected territory to close sales, win business, and reach sales goals by implementing a top-down sales strategy. Turn Prospects into Loyal and Referring Clients: You will close sales by recommending the right solutions to help our clients understand and solve their real business needs. Plus, you'll earn referral business by networking with existing and soon-to-be clients and forging partnerships in-person and over the phone with decision-makers. Deepen Relationships Across the ADP Family: In addition to cloud-based human resources solutions, you will strategically cross-sell with other ADP associates to cultivate additional business within existing accounts; you will make life-long friendships here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call without fear of rejection. You can manage your time well, prioritize deliverables, and multi-task with the best of them. In addition, you can present your ideas in a clear, professional manner on paper, in-person, and over the phone. Strategic Closer. You have an established network and experience carrying a quota in outside business-to-business sales. You have an impressive track record of closing sales, winning clients, and managing a territory and relationships. Proven Winner. You have an ambitious spirit and thrive under pressure, motivating you to not only hit sales quotas but exceed them. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: Three years of business-to-business sales experience (preferably field sales) within a results-driven environment. Military experience -- skills including teamwork, resilience, negotiation, trust-building, and a never lose mentality will help you build team and client relationships, identify solutions, and achieve success.
$49k-90k yearly est. 4d ago
Strategic Business Consultant, Retirement Sales
Ascensus 4.3
Business advisor job in Charlotte, NC
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. Section 2: Job Functions, Essential Duties and Responsibilities Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services. Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms. Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate. Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth. Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings Delivery of customized book of business reporting to create efficiencies for your advisors Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Section 3: Experience, Skills, Knowledge Requirements Deep knowledge of the retirement plan industry, 7+ years' experience preferred Demonstrated ability to build and manage relationships Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment Excellent analytical and problem-solving skills Ability to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Ability to travel as required Highly organized with the ability to effectively prioritize key issues and deliverables Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$60k-97k yearly est. Auto-Apply 60d+ ago
Mobile Device Management Consultant
Forhyre
Business advisor job in Carolina Beach, NC
Job Description We are looking for a Mobile Device Management Consultant to provide enterprise-level assistance to our customers. You will diagnose and troubleshoot software and hardware problems and help our customers install applications and programs. To Be Successful In This Role Requirements gathering from Customer on MDM (iOS, Android and Windows) Design, Implementation and Administration of MDM Infrastructure (Hybrid or Cloud) using Workspace One (Airwatch) Create and / or review HLD, LLD, SMTD, SOP and Test Cases documents for the solution Should be able to manage and administer Device Management, Application Management (mandatory or make it available for user), Content Management and Email Management Skills Strong knowledge on Apple DEP, VPP and Enterprise Connect implementation Has good understanding of how Certificate Authority works Configure VMware Workspace ONE to support Mac at Emerson Experience in preparing video self-service platform for all users, Windows and Mac Hand on experience setting up Apple Business Manager Experience in setting up communications and controls for migrating existing Macs to management Expertise and knowledge on firewall ports to open to allow Apple Push Notification Service (APNS) and other necessary connections for Mac users Set up a zero-touch provisioning workflow for all new Macs using Insight as the reseller Experience in setting up configuration profiles in alignment with Apple best practices for configuration profiles. Build, and test the updated configuration of Workspace ONE for management of Macs with Emerson and the deployment of configuration profiles.
$86k-119k yearly est. 20d ago
Business Workflow Specialist - Pega
Demand Detroit 4.8
Business advisor job in Charlotte, NC
Inside the Role The Business Workflow Specialist will be responsible for managing and optimizing workflow systems built on a platform solution such as Pega across multiple areas like Credit, Funding, Customer Service, Collections, Remarketing. This role bridges business needs and IT capabilities, ensuring that workflow automation, case management, and agent performance monitoring drive efficiency, compliance, and customer satisfaction. Posting Information We provide a scheduled posting end date to assist our candidates with their application planning. While this date reflects our latest plans, it is subject to change, and postings may be extended or removed earlier than expected. We Take Care of Our Team Pay offered dependent on knowledge, skills, and experience Benefits include annual bonus program; 401k company contribution with company match up to 8% as well as non-elective company contribution of 3 - 7% depending on age; starting at 4 weeks paid vacation; 13+ calendar holidays; 8 weeks paid parental leave; employee assistance program; comprehensive healthcare plans and wellness programs; onsite fitness (at some locations); tuition assistance and volunteer paid time off; short-term and long-term disability plans. What You Drive at DTFS Requirements Gathering & Analysis Engage with stakeholders across operations areas to capture business needs. Translate complex processes into structured requirements, user stories, and acceptance criteria. Conduct gap analysis between current workflows and target-state automation. Workflow & Platform Management Design and refine workflows, case lifecycles, and business rules within the Pega platform. Ensure workflows align with regulatory requirements, risk controls, and operational KPIs. Collaborate with architects and developers to configure and test platform solutions. Cross-Functional Collaboration Act as liaison between business units, IT teams, and platform vendors. Facilitate workshops, demos, and sprint reviews to ensure alignment and transparency. Support change management and training for end-users adopting new workflows. Data & Compliance Integration Partner with data teams to integrate workflow systems with portfolio analytics, and reporting dashboards. Monitor audit trails and system controls for adherence to governance policies. Continuous Improvement Analyze workflow performance metrics to identify bottlenecks and opportunities for automation. Recommend enhancements to improve customer experience, reduce manual effort, and strengthen risk controls. Stay current with Pega platform updates and industry trends, especially in deployments of GenAI and Agentic AI capabilities. Knowledge You Should Bring BS/BA and prefer 2-4 years of relevant experience or 6 years of relevant experience in lieu of degree 3+ years of experience as a Business Analyst in financial services or workflow automation. Proficiency in requirements documentation, user story writing, and business rules definition Strong analytical skills with ability to interpret operational data and KPIs. Excellent communication skills to bridge business and IT stakeholders. Exceptional Candidates Might Have Hands-on experience with Pega BPM/CRM modules (case management, decisioning, customer service). Certifications in Pega Business Architect (CBA) or equivalent. Ability to create process models, ontologies, and semantic frameworks for complex workflows. Bachelor's degree in Business, Finance, Information Systems, or related field. Where We Work This position is open to applicants who can work in (or relocate to) the following location(s)- Charlotte - DTFS, Fort Mill Office - DTFS. Relocation assistance is not available for this position. Schedule Type: Hybrid (4 days per week in-office / 1 day remote). This schedule builds our #OneTeamBestTeam culture, provides an unparalleled customer experience, and creates innovative solutions through in-person collaboration. Daimler Truck Financial is the captive financial services provider for the Daimler Trucks North America family of commercial vehicle products, including Freightliner Trucks, Western Star, SelecTrucks, Sprinter Vans, Thomas Built Buses and Fuso. We have specialized in financing commercial vehicles for more than 40 years. This proven experience gives us critical insights into helping businesses overcome challenges unique to the trucking industry. Additionally, we offer a range of financing solutions that can be customized to meet each individual business's needs, from owner-operators to large fleet managers and nearly every venture in-between. To achieve our goal of being the first-choice provider of vehicle financial products and services that support our brands, dealers and customers, we are looking for talented, diverse and inspired people with the skills, experience and innovative spirit to provide a first-class experience at every turn. We are committed to providing a great workplace environment that fosters a culture of openness, support and camaraderie. Our employee programs and benefits are reflective of our values and are designed to promote growth, balance and wellness in many aspects of your career and life. Additional Information Applicants must be legally authorized to work permanently in the country of posting Final candidate must successfully complete a criminal background check Contractors, professional services, or other contingent workers should confirm with their local agency if they are eligible to apply for FTE positions EEO - Disabled/Veterans Daimler Truck Financial Services is committed to workforce inclusion and providing an environment where equal employment opportunities are available to all applicants and employees without regard to race, color, sex (including pregnancy), religion, national origin, age, marital status, family relationship, disability, sexual orientation, gender identity and expression (including transgender and transitioning status), genetic information, or veteran status. For an accommodation or special assistance with applying for a posted position, please contact our Human Resources department at ************ or toll free ************. For TTY/TDD enabled call ************ or toll free ************
$60k-106k yearly est. Auto-Apply 12d ago
Business Impact Specialist CDL Required
Coca-Cola Bottling Co. Consolidated 4.4
Business advisor job in Charlotte, NC
Pay Rate: $256.68/day Click here to experience a Day in the Life of our Teammates! Uncap Your Potential at America's Largest Coca-Cola Bottler - Pour Your Passion into Purpose! We're more than beverages-we're building meaningful careers and vibrant communities. Join our team where your talent meets purpose, and every teammate directly shapes our success. * Career Growth: Clear pathways to advance and develop your career * Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan * Purpose-Driven: Create meaningful impact in the communities you serve * Professional Development: Dedicated training + personalized mentorship Join us - your refreshing new chapter starts here! Job Overview The Business Impact Specialist is a true "Utility Player" who is well versed in most Sales & Service frontline roles, including customer-facing and non-customer facing positions, to respond to and fulfill needs associated with staffing shortages, work stoppages, and other challenges that create gaps in our frontline staffing plan. Will be qualified and skilled to perform all job duties identified in the job descriptions of CDL qualified Delivery Merchandiser, Bulk Merchandiser, Space Management Specialist, Warehouse Laborer, Forklift Driver, and Account Developer and more as needs arise. Will be on a special response team that is called upon to fulfill needs in different market units and geographies. Anticipate extensive travel requirements including overnight and successive weeks, and flexible scheduling. Will normally complete work independently and be personally accountable for travel logistics and day-to-day functionality to satisfy assignment objectives. Duties & Responsibilities * Covers staffing gaps competently to maintain established route standards and sales and to prevent missing important opportunities, ensuring a high level of customer service is maintained * Orders, fills, merchandises, and rotates products on displays, cold vaults, and cooler equipment, according to Company standards * Capable of any specified activities per route discipline (bulk, conventional, full service, and cold bottle) * Handles urgent customer needs to meet commitments made to customers in a timely, consistent, and professional manner, through partnering with the sales & service, warehouse, and customer management teams * Assist supervisor to help with projects, tasks across the territory, and other duties as assigned * Fill all shelves, racks, displays, and equipment and places proper POS items. Inspects work area for cleanliness, verifies sets are in accordance to the plan-o-gram. Adjusts any shelves, moves products, displays, or racks as required * Communicates sales opportunities to the sales team and, or customer * Prepares and loads onto their company vehicle the necessary equipment and point of sale materials to complete the work assignments for each customer * Greets the store contact and reviews the plans for the reset of racks, displays, and point of sale materials. After assignments, review the completed set with store contact and have them sign off on the reset request form. Removes and replaces any supplies and equipment that are needed to complete the reset of displays * Ensures all Outbound loads are secured and safe by applying protective wrapping as needed and that the proper documentation is attached (STO). Loads and unloads trailers as needed to support delivery activities following CCCI SOPs by updating SAP, CONA via handhelds to ensure accurate accountability for loads Inbound and outbound to, from territories supported by Regional Operation Center * Performs all safety and housekeeping activities including but not limited to conducting pre-trip and post-trip checks, reviewing daily documentation for accuracy, and keeping the work area neat and clutter-free * Utilizes "switcher" to maneuver 53' and pup trailers to the dock as needed * Manages, sells, and executes in an assigned group of customers on daily, pre-set routes, and generates sales orders based on the assigned delivery frequency for each customer. Done to ensure the day to day success of the operation and directly contribute to the financial performance of the company in terms of revenue, volume, and gross profit * Executes applicable promotions and new products based on target lists and executes monthly Look of Success (LOS) initiatives, marketing promotions, Point-Of-Sale, and commercial plans to ensure excellence in RED (Right Execution Daily) scores for assigned customers * Accountable for maximizing operational efficiencies by writing productive orders that meet drop size goals, minimizing shrink and out of date, ensuring compliance with routing schedules in terms of the right day and week, and product that is ordered is accepted by the customer * Demonstrates an aggressive and effective selling acumen and demeanor to effectively sell-in contractual agreements, promotions, innovation products, and distribution principles Knowledge, Skills, & Abilities * Must be able to meet the qualifications of Route Specialist (CDL required) capable of covering any route discipline, Space Management Specialist, Bulk Merchandiser, Account Developer, Warehouse Forklift Driver, and Laborer * Must have excellent interpersonal skills and be able to work effectively to satisfy the needs of a variety of customers with different demands and expectations * Flexibility and willingness to travel extensively including overnight and successive weeks * Anticipate 50-60% overnight travel * Availability to work weekends and some holidays * Able to perform job duties with minimal supervision on a timely basis * Excellent safety record and comprehension of safety principles including proper lifting and use of personal protective equipment * Ability to read, speak, write and understand English to perform basic math skills (addition, subtraction, multiplication, and division) * Proficiency with computer-based applications and equipment * Ability to complete forms (handwritten and/or computer-based) to document activities and results, and place orders * Basic knowledge of the beverage industry. Thorough knowledge of brand order, facing, pricing, labeling, Point of Sale (POS), rotation of product, and the ability to build displays * Understanding of truck, trailer loading strategies, and weight distribution principles * Advanced forklift skills (single-wide and preferred, double-wide) * Pallet-jack skills * Ability to work in a fast-paced, continuous lifting environment * Ability to lift up to 50 lbs. of product repetitively * Must be able to sit or stand for long periods * Must have the ability to push and pull manual and powered material handling equipment (i.e., pallet jack, hand-truck, etc.) containing product loads for a minimum of 100 yards without assistance * Ability to frequently get on and off a forklift * Capable of opening and closing truck dock doors Minimum Qualifications * High school diploma or GED * Knowledge acquired through 1 to 3 years of relevant work experience * Valid driver's license for your state of residency * Commercial Driver's License (CDL) or permit (Class A) or the ability to obtain such Preferred Qualifications * Excellent driving history for the last seven years. (A 7year Motor Vehicle Report will be reviewed) * Ability to pass and maintain D.O.T physical requirements * Forklift and pallet jack certification Work Environment Work environment will vary, including but not limited to exposure to weather conditions, noisy warehouse, coolers, and customer storage areas which may be non-temperature controlled. Equal Opportunity Employer - All qualified applicants will be considered for employment without regard to disability, protected veteran status, or any other characteristic protected by applicable law. Nearest Major Market: Charlotte
$256.7 daily 41d ago
Business Development (Capture) Internship
Maximus 4.3
Business advisor job in Wilmington, NC
Description & Requirements Seeking a Capture Intern to support our business development team as we pursue opportunities in the government Health and Human Services market. This role is part of a group of capture professionals supporting our business development and operation teams in analyzing market data, researching competitors, developing strategic operational models, and identifying growth industries to drive new revenue growth. Seeking individuals who are curious about "why" and "how much" and seek to apply that curiosity to government market opportunities. There will be the opportunity to contribute ideas and influence the templates and approach for these essential business development activities. These individuals must be curious, self-motivating, and passionate about helping governments better serve their citizens. The Capture Intern position is key to Maximus ability to win new business. We foster a culture that respects and values individual contributions and differences. We believe our differences spark innovation, develop leadership, and drive exceptional performance. Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager. This opportunity is remote within the United States only and open for candidates residing in any time zone. BENEFITS / COMPENSATION: Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program. PROGRAM DETAILS: This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2025 Essential Duties and Responsibilities: - Conduct business analysis to support the Business Development department. - Support process improvements and project deliverables. - Research potential market trends. - Assist in special projects in the Business Development department. - Assist with ad-hoc reporting and other tasks. Conduct business analysis to support the Business Development department. - Support process improvements and project deliverables. - Research potential market trends. - Assist in special projects in the Business Development department. - Assist with ad-hoc reporting and other tasks. This opportunity is a great match for an individual comfortable with independent research, has an interest in business development, market growth strategies and sales. Additional work assignments include qualitative and quantitative data analysis. Minimum Requirements - Currently enrolled in an accredited college or university and pursuing a college degree in a related field. - Must have completed a minimum 2 years of coursework. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel. - Excellent interpersonal communication, teamwork, and customer service skills. - Demonstrated ability to juggle multiple priorities with superior attention to detail. Rising senior or Graduate level student highly preferred • Ability to successfully execute many complex tasks simultaneously • Ability to work as a team member, as well as independently • Ability to use spreadsheet, database, and/or reporting software to do analysis • Ability to exercise sound judgment within broadly defined practices and policies • Experience working or learning remotely is preferred EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 20.00 Maximum Salary $ 25.00
$25k-33k yearly est. Easy Apply 7d ago
SBA Business Lending Specialist
Towne Family of Companies
Business advisor job in Charlotte, NC
About Us Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee. With deep roots in the communities we serve, we pride ourselves on being an employer of destination. At Dogwood, our core values of love and respect shine through in every aspect of our work. We are a dedicated team, committed to making a meaningful impact on the lives of our customers and communities. Position Summary The SBA Business Lending Specialist develops new loan volume via the SBA and USDA B&I Loan Programs. This position requires continuous marketing efforts to establish contacts and leads to generating a strong referral network. This role establishes effective and efficient work processes with external/internal partners to identify new SBA prospects, convert prospects to applications, and manage loans through the credit and closing processes. Key Responsibilities Reads and understands the SBA Standard Operating Procedures (SOP). Develops a successful business plan. Works independently without daily supervision. Develops effective and efficient processes to manage loan pipeline and submit applications in a timely manner. Develops marketing strategies using all available tools and resources to identify markets to penetrate new business. Builds a contact base of at least 1,000 current and potential referral sources. Able to win business based upon building value, loan structure and relationship development. Reviews the entire loan process from application to closing, sets and manages expectations. Develops and nurtures effective working relationships with internal partners. Provides a complete and well-thought-out package to credit. Ability to source over $2,500,000 per month in new loan application volume. Implements excellent time management. Keeps borrowers/ business partners and referral sources well informed and sets/maintains the proper expectations. Works in conjunction with conventional bankers for referrals and supports their customers' needs. Reads, understands and interprets credit guidelines. Determines loan eligibility per current SBA SOP. Structures financing packages to meet the needs of the borrower/business partners, meets all Credit Guidelines, and ability to be closed. Reads and interprets business and personal tax returns, works on initial spreads for use of proceeds, cash flow, and collateral coverage. Interprets the business financial statements. Reads business plans and financial projections, judges for completeness and efficacy. Reads and interprets personal financial statements, credit reports & D&B reports. Interprets financial data required for loan applications. Ability to identify closing issues that may negatively impact a loan request. Provides borrower/business partners with correct preliminary closing checklist based on type of loan and transaction. Assists in closing and in the collection of needed documentation. Additional Responsibilities Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program. (CIP), and OFAC to assist in the identification, detection and detriment of money laundering or other unlawful activities. Performs other duties as assigned. General Qualifications Bachelor's degree in business, finance, or equivalent experience. A minimum of 5+ years' banking experience in Guaranteed Government lending. Previous business development experience is essential. experience. Deep knowledge of the SBA's SOP, and related regulations. Network of people and resources within the SBA and related organizations. Knowledge and ability to use SBA systems are necessary to perform under the bank's PLP SBA status. Ability to coach and develop staff. Ability to think strategically about staff, competitive position relative to a market, and plan actions accordingly. Knowledge of business development planning and management at an office level. Skilled in managing the risk management controls and activities of a lending office. Thorough knowledge of lending policies and procedures. Extensive knowledge of commercial banking services. Excellent managerial, communication, and sales skills. Proficient in computer software, fulfilling the principal responsibilities of the job. Familiarity with online computer systems. Proficient with statement spreading programs. Above - average courtesy and tact in dealing with community and peers. Strong professional, appearance, dress, attitude, interpersonal and communications skills. Ability to perform independently and with minimal supervision. Physical & Mental Demands Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
$53k-94k yearly est. 6d ago
Internal Audit - Business Management Specialist
TD Bank 4.5
Business advisor job in Charlotte, NC
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Control Remediation Quality Assurance Business Management Specialist will have appropriate Audit or Risk and Controls subject matter expertise to assist each Remediation owner through the end-to-end Remediation lifecycle. This role is an integral part of the Review & Challenge tollgate panels at both the workstream and full concern level, ensuring effective remediation, leading to successful Internal Audit validation. This role engages with stakeholders to provide ongoing support as well as receive feedback on R&C coordinator team efforts to identify opportunities to enhance the end-to-end remediation program. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scopes of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end to end **Education & Experience:** + Undergraduate degree + 7+ years relevant experience **Preferred Qualifications:** + 7+ years of Audit/Risk and Controls experience is preferred + Subject matter expertise within the banking industry + Highly organized, with demonstrated ability to develop, analyze, improve and apply complex policies, processes and procedures + Solid understanding of Regulatory environment and its role in the banking industry + Effective negotiation and influencing skills + Advanced communication and presentation skills + Works independently as an individual contributor to provide end-to-end support for remediation; including feedback on control of environment + Works with all lines of defense on remediation efforts **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$45k-63k yearly est. 60d+ ago
Business Deposits and Treasury Mgmt Specialist
Rev Career
Business advisor job in Summerville, SC
Duties & Responsibilities 1. Assumes responsibility for the awareness, promotion, education, and performance of REV's Business Deposits and Treasury Management program. a. Responsible for selling and cross-selling credit union services to current and potential members b. Network with business lenders to promote REV brand and increase revenues. c. Ensure employees understand the policies and procedures of treasury management and business deposits d. Ensure branch personnel understand the business member onboarding process e. Collaborate with Retail Directors for continual product knowledge sessions within the retail network. f. Create and execute on a coaching plan for retail leadership in order to improve the business member experience. g. Support the Commercial Lending department's calling efforts as an additional SME to meet business member needs. 2. Assumes responsibility for the development and implementation of effective business deposit and treasury management policies, procedures, and programs. a. Responsible for creating procedures, resolving process impasse and improving workflow including enacting and monitoring of key performance indicators to ensure strong performance and control management standards b. Creates and updates policy and procedures in regards to treasury management and business deposits. c. Create and update user guides and manuals. d. Work with subject matter experts on the updating and creating of new processes. 3. Effectively collaborate across departments to ensure full digital integration a. Partner with digital product and other necessary subject matter experts to focus on the business member experience within this channel. 4. Effectively manage the business deposits and treasury management program's quality assurance, reporting and compliance a. Fully comply with the requirements of all credit union policies, including, but not limited to the Bank Secrecy Act, the PATRIOT Act, the Right to Financial Privacy Act and the Office of Foreign Assets Control. b. Manage and review all new member business accounts for accuracy and complete due diligence c. Report, track, and manage errors as needed to ensure proficiency across the organization d. Decision the daily overdraft report for member business accounts as needed 5. Assumes responsibility for ensuring that professional business relations exist with volunteers, vendors, and trade professionals. a. Provide support with third party partners with both referral questions and service needs. b. Provide input and recommendations for existing and potential vendor contract negotiations which align with the REV strategic plan. 6. Assumes responsibility for establishing and maintaining effective communication and coordination with REV's personnel and with Management. a. Assists and informs departments as needed. b. Keeps Senior Management informed of business deposits program activities and of any significant problems. 7. Assumes responsibility for related duties as required or assigned. Skills & Qualifications EDUCATION/CERTIFICATION: Associate Degree from a community or 4-year college or technical school. EXPERIENCE REQUIRED: Five or more years of business deposit experience ADDITIONAL SKILLS & EXPERIENCE: Experience building and maintaining effective relationships with members and internal partners Ability to work effectively in a team environment Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Strong attention to detail and accuracy skills Working knowledge of Microsoft Office software
$41k-72k yearly est. 60d ago

Learn more about business advisor jobs

How much does a business advisor earn in Wilmington, NC?

The average business advisor in Wilmington, NC earns between $61,000 and $143,000 annually. This compares to the national average business advisor range of $67,000 to $138,000.

Average business advisor salary in Wilmington, NC

$93,000

$61,00010%

$93,000Median

$143,00090%

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Business advisor jobs in Wilmington, NC - 910 jobs

BCG Platinion | Senior Consultant, Cybersecurity, Data Privacy

Business Development Specialist

Business Execution Consultant 2

IT Business Partner-Pharmaceutical Industry

Workforce Solutions Consultant

Business Coordinator

Senior Utilities Consultant (pharma)

Business Energy Advisor or Senior Business Energy Advisor

Lead Business Execution Consultant - Commercial Banking Operations Strategy and Delivery

Lead Business Execution Consultant - Commercial Banking Operations Strategy and Delivery

Small Business Specialist - HRO Total Source

Small Business Specialist - HRO Total Source

Strategic Business Consultant, Retirement Sales

Mobile Device Management Consultant

Business Workflow Specialist - Pega

Business Impact Specialist CDL Required

Business Development (Capture) Internship

SBA Business Lending Specialist

Internal Audit - Business Management Specialist

Business Deposits and Treasury Mgmt Specialist

Learn more about business advisor jobs

How much does a business advisor earn in Wilmington, NC?