Data Analyst - Remote-Eligible BI & Insights (SQL, Python, Power BI)
Berkshire Hathaway Homestate Companies 4.8
Remote or San Francisco, CA job
A national insurance group is seeking a Data Analyst in San Francisco, CA. The role involves developing reports and analyzing data to support key business functions. Applicants should have a bachelor's degree in a relevant field and at least 2 years of experience in analytics or workers compensation insurance. Skills in SQL, Python, and Power BI are essential. The company offers a competitive salary and benefits, including work-from-home flexibility and health insurance.
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$86k-111k yearly est. 3d ago
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President & CEO
Kentucky Society of Association Executives Inc. 3.5
Remote or Illinois job
The ANFP President & CEO serves as the visionary leader, guiding the organization's strategy, success, and culture. Together, the President & CEO and the Board of Directors assure ANFP's relevance to the foodservice industry, the accomplishment of ANFP's mission and vision, and the accountability of ANFP to its diverse constituents.
Position Responsibilities
Assists the Board in determining ANFP's values, mission, vision, short- and long-term goals.
Assists the Board in monitoring and evaluating ANFP's relevance to the foodservice industry, its effectiveness, and its results.
Keeps the board informed through regular communication, providing both formal and informal updates on organization performance, strategy, and key issues.
Identifies problems and opportunities and addresses them; brings those which are appropriate to the Board and/or its committees, facilitates discussion and deliberation.
Informs the Board and its committees about trends, issues, problems, and activities to facilitate policymaking. Recommends policy positions.
Provides general oversight of all organizational activities, manages day-to-day operations, and assures a smoothly functioning, efficient organization.
Leads the executive team by setting expectations, fostering collaboration, promoting a high-performance culture driving the organization strategically towards its objectives.
Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures, and regular evaluation.
Assures a work environment that supports and enables successful recruitment, retention, and the development of qualified personnel and volunteers. Drives organizational and cultural initiatives, fostering a positive and inclusive work environment.
Oversees the fiscal activities of the organization, ensuring that resources and investments are managed prudently and according to policy, services are produced in a cost-effective manner, solid budgeting and accounting systems and controls are in place.
Assures the filing of all legal and regulatory documents and monitors compliance with relevant laws and regulations.
Acts as an advocate, within the public and private sectors, for issues relevant to the organization, its services, and constituencies.
Facilitates the integration of the organization into the fabric of the foodservice industry by assuring the use of effective marketing and communications activities.
Oversees comprehensive communications that incorporate various types of media to help keep members informed and current on ANFP activities, legislative and regulatory matters, and local and national issues impacting the member profession.
Identifies the key relationships necessary to support an effective organization and assures proper planning, relationship building, and communications to develop and maintain these.
Serves as organization's chief spokesperson and acts as advocate for issues relevant to the organization including legislative and regulatory matters, partnerships, and other stakeholder concerns.
Required Experience and Education :
Bachelor's degree from an accredited college or university; master's and/or other advanced degree preferred; CAE desirable. RDN or CDM, CFPP credential desirable.
Minimum of ten years' executive level experience in association management, and/or a public or private business organization, with demonstrated increased responsibility. Foodservice industry related experience is a plus.
Previous experience working with a Board of Directors.
Must possess outstanding advocacy skills, business, and marketing skills as well as strong financial management, communication, strategic planning, public relations, community relations, governmental relations, and interpersonal skills.
Proven track record of successfully managing a complex and diverse organization that provides the highest quality of service to its members, customers, employees, and stakeholders.
Results oriented record of achievement in organizational leadership, strategic thinking, and interpersonal skills.
Verbal and written communications skills to connect effectively with all levels of company and industry representatives.
Experience managing a fully virtual workforce preferred
Additional Information
ANFP is a leader in workplace culture and benefits with work-life balance supported with a flexible work schedule, a generous paid time off schedule, and other competitive benefits including medical, dental, vision, life, and disability insurance. In addition, we offer a flexible spending account, and a safe harbor non-elective contribution 401(k) plan.
The Association of Nutrition & Foodservice Professionals is committed to creating a diverse work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, veteran status, or another other basis protected by law. Pre-employment screening including a criminal background check, verification of academic credentials, licenses, certifications, and/or verification of work history is required for this position. Unsolicited resumes will not be considered.
This position is remote, however, will require travel to periodic meetings in the Chicago metropolitan area. Additionally, up to 20% travel for board and/or committee meetings, business development, events, and professional development is required.
To apply, please submit a letter of interest and resume to ************************
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$165k-237k yearly est. 3d ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Remote or Alexandria, VA job
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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$101k-152k yearly est. 6d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 4d ago
Trust Advisor II (Middleburg) (HYBRID)
Atlantic Union Bank 4.3
Remote or Middleburg, VA job
The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.
Position Accountabilities
Perform and coordinate client estate planning.
Perform detailed estate and trust administration.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Develop and maintain long-term client relationships by providing excellent customer service.
Handle daily incoming customer calls and inquiries in a professional manner.
Develop referral sources and secure new customers in effort to assist with the business development strategy.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Maintain and service existing clients.
Work with investment, tax and legal professionals to meet client needs, goals and objectives.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
May have some sales responsibility commensurate with experience and composition of book of business.
Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.
Organizational Relationship
This position reports to Head of Trust.
Position Qualifications
Education & Experience
Bachelor's degree in finance or related field.
CFP, CTFA, CPA, MBA or law degree preferred.
10+ years of experience in financial services, preferably in a bank trust environment
Experience with trust and estate laws and regulations
Knowledge & Skills
Superior customer service skills.
Knowledge of financial planning and estate planning techniques.
Knowledge of investment theory, investment types and strategy
Sales oriented, friendly and persuasive personality.
Proven analytical skills.
Excellent written, oral and interpersonal skills.
Effective communicator.
Well organized.
High degree of accuracy with attention to detail required.
Superior time management and problem solving skills.
Ability to work independently as well as within a team environment.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$98k-149k yearly est. 1d ago
Hybrid SDET: Python Automation for Trading
Interactive Brokers Group, Inc. 4.8
Remote or Greenwich, CT job
A global financial services company in Greenwich, CT is seeking a Senior Software Development Engineer in Test to enhance financial opportunities through cutting-edge technology. The role requires extensive experience in Python programming and a background in front-office trading. The ideal candidate will be self-motivated, possess strong analytical skills, and have a deep understanding of financial asset classes. This hybrid position offers a competitive salary and extensive benefits.
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$69k-99k yearly est. 3d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Columbus, OH job
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-58k yearly est. 4d ago
Head of Creative, Social & Brand Partnerships - Hybrid
Interactive Brokers Group, Inc. 4.8
Remote or Greenwich, CT job
A leading financial services firm in Greenwich, CT is seeking a Creative and Brand Partnerships Leader. In this hybrid role, you will define the brand's creative vision and oversee integrated marketing across multiple channels. The ideal candidate will have over 10 years of experience in creative leadership and brand marketing, a strong portfolio showcasing impact, and excellent communication skills. The position comes with competitive benefits and opportunities for professional growth.
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$89k-109k yearly est. 2d ago
Tax Quality & Risk Director - Hybrid, Global Impact
Grant Thornton International Ltd. 4.6
Remote or Chicago, IL job
A leading professional services firm seeks a Managing Director for their Tax Practice in Chicago, IL. The role involves evaluating complex tax positions, developing tax solutions, and leading a team to achieve excellence in service delivery. Candidates should have a CPA or JD, with a minimum of 13 years of experience in a consulting role. The base salary ranges from $300,000 to $500,000, and the position offers a hybrid work model.
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$112k-152k yearly est. 2d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
Remote or San Francisco, CA job
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
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$118k-153k yearly est. 2d ago
Strategic FP&A Principal, Global Ops - Hybrid 4/1
Wellington Management Company 4.9
Remote or Boston, MA job
A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000.
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$107k-143k yearly est. 6d ago
Bank Teller
Farmers National Bank of Canfield 4.7
Hudson, OH job
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products
Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results
Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis
Operate and balance a terminal and cash drawer daily
Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal
Accept checks for cashing in accordance to FNB check handling procedures
Participate and successfully complete all required training courses
Willingness to be flexible with a strong desire to create a work environment conducive to teamwork
Assist with various duties associated with money shipments/orders, etc.
Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions
Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures
Motivation to make outbound sales calls to current and prospective clients
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs
Maintain a position of trust and responsibility by keeping all customer business and personal information confidential
Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank
Must be able to work in a team environment, in a positive manner, with coworkers and the public
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High School diploma or General Education degree (GED)
Proven cash handling experience
Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment
Customer service and/or sales experience at any level
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27k-31k yearly est. 5d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH job
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$58k-83k yearly est. 4d ago
Pharmacy Benefit Manager Oversight Director (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A government agency in Boston is seeking a Director of Pharmacy Benefit Manager Oversight. This senior management position oversees licensing and compliance for Pharmacy Benefit Managers in Massachusetts. Responsibilities include reviewing applications, managing communications, and advising stakeholders. The ideal candidate will have significant experience in business administration and supervising staff, with a focus on promoting a diverse and inclusive workplace. A competitive salary and benefits package are offered.
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$85k-132k yearly est. 4d ago
Business Intelligence Analyst
Workers Federal Credit Union 3.8
Remote or Littleton, MA job
Job Title: Business Intelligence Analyst
Department: Information Technology
Department Location: Littleton, MA
Reports To: Director, Data Analytics
Career Stream: Individual Contributor
Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered)
Exemption: Exempt
Pay Grade: 11
Pay Grade Range: $73,514.08 - $91,892.65
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making.
This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Insight Development & Visualization:
Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements.
Design and build intuitive, interactive dashboards and reports using Power BI.
Identify trends, patterns, and opportunities that drive business performance and strategic alignment.
Promote and track meaningful KPIs across departments.
Stakeholder Engagement & Enablement
Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst.
Support the development of self-service analytics capabilities and data literacy across the organization.
Provide consultative guidance on data usage, visualization best practices, and performance measurement.
Data Quality & Governance
Ensure accuracy, consistency, and reliability of data used in reporting and analysis.
Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines.
Maintain documentation and metadata for reports, dashboards, and data sources.
Project Execution & Continuous Improvement
Lead or support analytics projects from requirements gathering through deployment and support.
Continuously improve reporting assets based on user feedback and evolving business needs.
Contribute to the development of analytics standards and governance frameworks.
Innovation & AI Enablement
Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by:
Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI.
Partnering with data engineering and business teams to identify use cases for AI-driven insights.
Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience
Other Duties:
Performs additional duties or responsibilities as required, requested, or deemed appropriate.
May be asked to provide coverage in other WCU departments, functions, or business units as needed.
Complies with all WCU policies and procedures.
Contributes to departmental and organizational projects and initiatives as assigned.
Maintains the confidentiality of all member and credit union information at all times.
Education
Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field.
Experience
3+ years of experience in analytics, business intelligence, or data visualization.
Proven experience with Power BI (Tableau experience a plus).
Experience working directly with business stakeholders to deliver insights.
Skills & Competencies
Strong analytical thinking and problem-solving skills.
Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders.
Excellent communication and storytelling abilities using data.
Proficiency in data modeling, DAX, SQL, and visualization design.
Familiarity with data governance, MDM, and data dictionaries.
Ability to work independently and collaboratively in a hybrid environment.
Work Environment:
This job operates in a professional office environment
Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
Ability to travel to other work locations as required.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$73.5k-91.9k yearly Auto-Apply 60d+ ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Remote or Boston, MA job
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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$117k-152k yearly est. 6d ago
Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule.
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$100.8k-155.5k yearly 3d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 2d ago
Universal Banker
Farmers National Bank of Canfield 4.7
Niles, OH job
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (required)
Cash Handling (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k yearly 4d ago
Qualified Retirement Plan Advisor
Farmers National Bank of Canfield 4.7
Beachwood, OH job
SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Managing a book of retirement plan investment advisory business
Developing and implementing an Investment Policy Statement (IPS)
Monitoring investments for soundness and appropriateness on a plan level basis
Conducting regular investment review meetings with new and existing clients
Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps
Clearly define and communicate the profile of a potential corporate retirement plan client
Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile
Develop and strengthen lead generation from other Centers of Influence
Conduct direct client prospecting
Oversee the performance of any administrative associates directly reporting to them
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business (Finance preferred)
Must have Life, Accident & Health license, Series 7, and Series 66
Minimum of one (1) year retirement plan advisory experience
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsSeries 63 License (preferred)
Series 7 License (preferred)
Series 6 License (preferred)
Skills
Sales Experience (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Eagle Valley Bank may also be known as or be related to EAGLE VALLEY BANK NA, Eagle Valley Bank, Eagle Valley Bank, N.A. and Eagle Valley Bank, NA.