Cabrera Capital jobs in Chicago, IL - 17911 jobs

Cabrera Capital Markets (CCM) is a leading investment bank and institutional brokerage firm, serving global corporations, pension funds, private equity firms, and municipalities. The firm is known for its integrity and unwavering commitment to exceeding clients' expectations. CCM deals in numerous capital markets, including municipal bonds, global equities, and taxable fixed-income securities. The M&A Advisory group specializes in providing mergers & acquisitions, capital raising and strategic advisory services to middle-market clients. Our team has a long track record of advising families, business owners, corporates, and financial sponsors on a wide range of strategic transactions. We combine extensive transaction experience with deep sector insight to deliver optimal outcomes on behalf of our clients. We are currently seeking an Analyst for our M&A Advisory Group at Cabrera Capital Markets. The Analyst will work with the M&A Advisory team across a variety of industry sectors on M&A, capital raising and other advisory engagements. The Analyst is closely involved in the preparation of financial analysis, conducting due diligence, developing marketing materials, and supporting transaction deal teams. Essential Duties and Responsibilities: Perform financial modeling and company valuation analysis including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analysis. Draft confidential information memoranda, management presentations, marketing materials and other presentations as needed. Support senior bankers to develop business development and firm marketing materials. Interact with third party service providers including attorneys, accountants, transaction services professionals and consultants. Actively contribute as a member of the M&A Advisory Group which will include participation in client-facing roles. Prepare and manage virtual data rooms. Perform in-depth company and industry research. Perform other duties and ad-hoc projects assigned. Qualifications Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.) Individual will have necessary Series 7, 63 and 79 FINRA licenses or will need to be licensed within 6 months of hire. Previous experience in Investment Banking, Transaction Advisory Services, Commercial Lending or Accounting/Audit. Previous experience with financial modeling, financial statement analysis, financial accounting and company valuation. Demonstrate proficiency in verbal communication, presentation skills and business writing. Ability to manage multiple projects effectively and in a timely manner with exceptional attention to detail. Capable of managing a wide range of responsibilities. Ability to articulate complex ideas simply and summarize them effectively. Commitment to excellence in your work and high professional and ethical standards. Self-motivated individual with a strong work ethic and desire to grow professionally Ability to work both collaboratively with teams and independently with minimal oversight Experience working with Word, Excel, PowerPoint, Pitchbook, Capital IQ and other research databases. Ability to travel as needed.

Northwestern Mutual - Chicago enjoys a rich heritage as a provider of financial planning services. Since 1872, when Northwestern Mutual opened this office in Illinois, our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security. We are currently seeking a full time Office Manager to join our Hyde Park NM - Chicago office. The Office Manager is the first impression for guests and is responsible for overseeing the daily operations of the office . Below is a partial listing of job duties completed by the Office Manager: Assistant to the Managing Director Review office communication and relay important information or changes to leadership Monitor and approve expenses Cover reception area in the office, greet visitors, answer phones, book conference rooms, setup for meetings Be the liaison with building management and vendors Desired Skills: Excellent oral and written communication skills, organization, time management, strong attention to detail, ability to multi-task, Microsoft applications, ability to maintain confidentiality. Requirements: Full-time, in office 5 days a week 1-3 years of customer service, preferred Familiarity with Microsoft applications

A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr

A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k. #J-18808-Ljbffr

Join the forefront of AI transformation at JPMorganChase within our Corporate Legal Team. This pivotal role offers you the chance to provide legal advice which influences the firm's technology strategy, bridging financial services, technology, and law. As a key advisor, you'll ensure that AI initiatives align with global regulation, shaping the future of financial services. If you're passionate about technology and law, seize this opportunity to influence and innovate at a leading financial institution. As an Artificial Intelligence and Technology Attorney - Vice President, Assistant General Counsel within our Corporate Legal Team, you will work as part of a global team focused on complex legal matters relating to technology at JPMorganChase. You will primarily support the Chief Data and Analytics Office, which is a fast‑paced line of business with an ambitious technology agenda. In this role, you will act as a subject matter expert on the legal and regulatory issues relating to artificial intelligence including its procurement, development, management and integration into products and services at the firm. You will be part of the team providing primary legal support and strategic advice to a central function driving technological transformation at JPMorganChase. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best‑in‑class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first‑in‑class financial institution doing cutting‑edge work. If these values resonate with you, we would like to hear from you. Job responsibilities Advise the Chief Data and Analytics Office on all aspects of AI transformation and governance at JPMorganChase. Provide legal support and advise stakeholders across issues relating to artificial intelligence and advanced technologies within the organization. Act as legal counsel on firmwide regulatory implementation programs, and advise on other emerging laws and regulations relating to artificial intelligence. Structure, draft and negotiate agreements and relationships with vendors, partners and other third parties related to artificial intelligence technology. Support attorneys across lines of business with the integration of AI into their products and services, including advising on enterprise and platform risk and appropriate mitigation. Support governance and control functions with managing artificial intelligence risk, and building firmwide systems to manage AI systems. Collaborate with other legal subject matter experts in corporate technology such as privacy, cybersecurity and intellectual property in relation to specific strategic initiatives. Advise on upcoming legal and regulatory change, and advise on the implementation of new laws and regulations. Work with outside counsel when appropriate. Perform legal research across a variety of issues, laws and jurisdictions. Provide training to clients and legal colleagues. Required qualifications, capabilities and skills 5 years minimum of experience as a technology attorney in a law firm or in‑house role. Transactional experience drafting and negotiating a broad range of commercial agreements including complex global technology agreements. Familiarity with global regulatory issues relevant to the use of artificial intelligence technology in financial services, including cloud, outsourcing and third‑party risk management. Strong analytical, problem‑solving and legal research skills. Proven ability to independently identify issues, analyze problems and provide viable solutions. Excellent verbal, written, interpersonal, organizational and negotiation skills. Ability to communicate and interact effectively with all levels of personnel and management. Ability to work under accurately under pressure, handle deadlines, and manage multiple tasks in a high performance environment. Preferred qualifications, capabilities and skills In‑house experience within the financial services or technology industries. Previous experience working with complex artificial intelligence systems. Previous experience working on regulatory change implementation. Global mindset and cross‑border experience (ideally experience working with teams in EMEA, Latin America and APAC) Familiarity with cybersecurity, technology controls, information security, data privacy and protection laws and regulations. All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment. #J-18808-Ljbffr

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

Job Title: Social Media & Creative Content Coordinator We're looking for a creative, detail-oriented, and driven Social Media & Creative Content Coordinator to join our dynamic team! If you're passionate about social media, photography, image editing, and being part of fashion photoshoots, this role is perfect for you. Company Description Located in the heart of New York City's famed fashion district, Cyrus is a design house with a passion for quality and innovative design. Established in 1982, Cyrus is known for distinctive and flattering women's clothing that transforms every encounter into an occasion. Cyrus designs are offered nationwide at renowned retailers throughout the United States. Role Description This is a full-time role for a Social Media & Creative Content Coordinator at Cyrus. You will support our social media presence, assist with editing website and marketing images, and help coordinate and participate in photoshoots. Key Responsibilities: • Edit and create engaging photos and videos using Photoshop, Premiere Pro, Canva, and CapCut. • Assist with editing product images, website assets, and marketing visuals. • Design and manage Instagram posts, Stories, Reels, TikToks, and other social content, staying organized and scheduling content weeks in advance. • Must be comfortable being on camera for social media posts, try-ons, behind-the-scenes content, and brand storytelling. • Help plan and oversee photoshoots, contributing to styling, shot lists, and creative direction. • Capture photography and behind-the-scenes footage for social and marketing content. • Collaborate on content strategy that aligns with our brand vision. • Work with influencers: identify talent, manage communication, and build relationships to boost brand visibility. • Attend influencer and industry events to network and represent the brand. Qualifications: • Proficient in Photoshop, Premiere Pro, Canva, and CapCut. • Experience with Shopify is preferred but not necessary. • Excellent photography and photo editing skills. • Strong communication skills, especially when working with influencers and talent. • Comfortable being on camera and creating personable content. • Creative thinker with strong aesthetic sense and attention to detail. • Ability to assist in planning and executing high-quality photoshoots. • Experience managing social media accounts and producing digital content. • Knowledge of social media analytics tools. • Strong organizational and time-management abilities. • Bachelor's degree in Marketing, Communications, or related field (preferred).

A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment. #J-18808-Ljbffr

A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

Assistant Project Manager Compensation: $90k-$120k + benefits Our client is a NYC General Contractor experiencing rapid growth. They are looking for an ambitious Assistant Project Manager to join their team and develop into a future Project Manager. Role Overview: This role is ideal for an APM looking to step up and gain hands-on experience delivering commercial projects. You will work closely with senior leadership and field teams to support project delivery. Responsibilities: Support Project Managers across active job sites Track RFIs, submittals, schedules, and documentation Assist with budgets and change orders Coordinate subcontractors and field teams Attend site and client meetings Support projects from start to finish Requirements: 2+ years' experience in construction (GC or subcontractor) MEP experience not required (bonus if you have it) Strong organizational and communication skills Eager to grow into a Project Manager role Benefits: Medical, dental, vision, 401(k) match, 15 days PTO

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

A leading financial institution in Chicago is seeking a Deposits Financial External Reporting Controller. In this role, you will oversee the preparation of external financial statements and regulatory filings, ensuring compliance with US GAAP and SEC requirements. The ideal candidate will have over 12 years of experience in financial reporting within the financial services industry, strong leadership and analytical skills, and proficiency in financial systems like SAP. Join us to enhance our reporting infrastructure and drive strategic initiatives. #J-18808-Ljbffr

A leading global financial institution is looking for an Artificial Intelligence and Technology Attorney - Vice President, Assistant General Counsel. This pivotal role involves providing legal advice on AI initiatives, ensuring compliance with global regulations, and supporting a fast-paced technology agenda. Responsibilities include advising stakeholders on AI governance, drafting vendor agreements, and collaborating with other legal experts. The ideal candidate has a minimum of 5 years of experience in a technology legal role and strong negotiation skills, along with an understanding of AI systems in financial services. #J-18808-Ljbffr

A leading financial institution is seeking a Vice President, Assistant General Counsel to support Global Corporate Banking. Responsibilities include providing transactional support for loans, advising on legal issues, and preparing documentation. The ideal candidate has at least 5 years' experience in syndicated lending and is licensed to practice law in NY, NJ, or IL. This role offers an opportunity to work in a collaborative environment and contribute to the success of various business segments. #J-18808-Ljbffr

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

The Capital Markets Analyst will be an integral part of the Corporate Finance team and be responsible for servicing a client base across public/private markets. The person will work closely with the entire capital markets team and will regularly interact with investment, finance, operations and legal professionals as well as senior management within Cabrera Capital Markets. Essential Duties And Responsibilities Assist with the creation/design of presentations for current and prospective clients Partner closely with internal stakeholders to provide data for pitch books and presentations Provide support to corporate finance team members related to meeting prep and follow up Prepare and distribute monthly/quarterly client activity reports Prepare/Develop comparable company and transaction data Respond to ad-hoc requests for information and conduct industry analysis Respond to surveys from industry publications Ensure that all client needs are consistently met and strive to exceed client expectations All other duties as assigned Qualifications Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) Strong communication and interpersonal skills Must be highly organized and demonstrate a strong attention to detail Self-confident and have the ability to maintain composure in challenging environments Education & Work Experience / Required Licenses & Certificates Bachelor's Degree required (Preferably within Finance or Marketing) FINRA Series 7, 63 licenses (or required within 6 months of hire)