Educational Systems Federal Credit Union jobs - 2,750 jobs
Bilingual Member Care Representative (Contact Center - Hybrid Maryland-based)
Educational Systems Federal Credit Union 3.7
Educational Systems Federal Credit Union job in Maryland or remote
Join Our Dynamic Team
Educational Systems FCU has proudly served the education community for over 70 years. With over $1.3 billion in assets and 95,000 members, we're a fast-growing credit union who knows who we are, who we serve, and where we are going. Our core purpose is serving the education community, and we are proud of our values: trustworthy, excellence, collaborative, empowerment and caring. Our vision is to make financial wellness and stability accessible for all the communities we serve. Our success is a result of our Ambassador's commitment to making a difference each day and helping the members of the education community achieve their financial goals and dreams.
About Our Career Opportunity
We are currently seeking an energetic, self-motivated professional with a positive attitude, excellent interpersonal and communication skills to join our dedicated team as a Bilingual Member Care Representative in our fast paced, high call volume Contact Center.
The Bilingual Member Care Representative plays a critical role in our member experience by providing a variety of service functions for our members and by working with members to best identify additional financial solutions that help to meet the member's specific needs. The Bilingual Member Care Representative will also assist non-members in establishing their membership and setting up their accounts by phone.
Must be able to work a 40 hour a week variable schedule with hours between 8 a.m. and 6:05 p.m. EST Monday through Friday and on Saturdays from 8 a.m. to 2:05 p.m. EST.
Required Qualifications
High school diploma or equivalent (GED) required. Must be able to work in a fast-paced environment and be able to utilize available resources to help members.
Must read and speak Spanish fluently.
Minimum of one year experience working in a financial institution required. Previous contact center experience helpful. Must have experience selling and cross-selling products or services.
Must have excellent member service skills to include strong verbal and written communication skills as well as the ability to demonstrate patience and professionalism in dealing with members.
Functional knowledge of Microsoft Office suite of products
Ability to perform routine mathematical calculations.
Ability to function in a call center environment and utilize standard office equipment including but not limited to: computer, 10 key calculator, fax, copier, telephone, etc.
$32k-38k yearly est. 2d ago
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VP, Education & Training Strategy & Leadership
Kentucky Society of Association Executives Inc. 3.5
Bethesda, MD job
A leading educational organization is seeking a Vice President of Education and Training to oversee and develop comprehensive training programs. The ideal candidate will have extensive experience in the pharmaceutical sector, strong leadership skills, and a proven record in educational program development. Responsibilities include managing budgets, ensuring high-quality course offerings, and mentoring staff. This position will require domestic and international travel as needed.
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Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available.
Investment Banking Associate - Industrials (Baltimore, MD)
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
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$150k-170k yearly 22h ago
Senior Real Estate & Corporate Counsel
JBG Smith 3.5
Bethesda, MD job
A real estate investment company located in Bethesda, Maryland, is seeking a Deputy General Counsel to provide strategic legal counsel and manage a team within the legal department. The ideal candidate will have over 10 years of experience in real estate transactions and a Juris Doctor degree. Compensation ranges from $350,000 to $500,000 annually and includes leading various legal initiatives with a focus on real estate operations.
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$106k-153k yearly est. 22h ago
Technical Account Manager - Remote
Donnelley Financial, LLC 4.8
Remote or Rockville, MD job
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognizedas one of
AMERICA'S MOST LOVED WORKPLACES
for five consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client.
Responsibilities:
* Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency.
* Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency.
* Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs.
* First point of service escalation for clients, SDAs and internal partners.
* Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc.
* Participates in QBRs
* Conducts Wellness/Optimization checks with clients
* Review/approve billing, weekly, end of month and ad hoc throughout week
* Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows
* Basic knowledge of XBRL dependencies within specific Arc Suite platforms
* Basic ability to troubleshoot and problem solve issues and complex application setups.
* Basic technical acumen and product knowledge.
* Basic production knowledge.
Qualifications:
* Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields.
* Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required.
* B.S./B.A. preferred; equivalent experience in lieu of degree accepted.
Preferred Skills:
* Excellent verbal, written, and interpersonal communication skills.
* Self-motivated with strong propensity for action, results and continuous improvement.
* The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary.
* Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines.
* Proven track record of solving technical problems.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$59k-90k yearly est. 2d ago
Branch Manager: Growth, Service & Team Leadership
Jpmorgan Chase & Co 4.8
Bethesda, MD job
A leading financial institution is seeking a Branch Manager in Bethesda, Maryland. The successful candidate will lead branch operations, deliver exceptional client service, and foster a high-performing team. Responsibilities include managing deposits and investments, developing client relationships, and ensuring compliance with banking regulations. Ideal candidates will have strong leadership skills and a passion for creating valuable client experiences within a fast-paced environment.
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$96k-127k yearly est. 1d ago
Sr. Enterprise Data Architect
T. Rowe Price 4.5
Baltimore, MD job
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. * A Bachelor's or Master's degree in a technical field with 5+ years of experience in data-intensive roles, ideally in Asset Management or a related financial services or highly regulated industry.* A proven track record leading the design and architecture of robust, scalable, and secure data solutions on Snowflake and cloud-native platform (preferably AWS), ensuring designs meet critical non-functional requirements.* The ability to provide technical leadership, defining architectural patterns and best practices and driving their adoption across engineering teams.* A genuine passion for hands-on engineering; you are as comfortable whiteboarding an architecture as you are prototyping a solution in code.* Deep, hands-on expertise with a modern data stack, including AWS, Snowflake, Dagster or like orchestrator, dbt, and Spark, Cortex AI, Snowpark Container services, etc.* A collaborative mindset with excellent communication skills, capable of engaging both technical and non-technical audiences.Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Health and wellness benefits, including online therapy Family care resources, including fertility and adoption benefits
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A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 22h ago
Senior Analyst
Continental Realty Corporation 3.9
Baltimore, MD job
Senior Analyst - Commercial Collections & Compliance
The
Commercial Collections & Compliance Analyst
supports the operational performance of our
retail
real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations.
**Hybrid schedule available, requires 3 days at our corporate office in Baltimore.**
Key Responsibilities
1. Commercial Collections Management
Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports.
Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate.
Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal.
Coordinate payment plans and settlement agreements in partnership with Leasing.
Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio.
2. Post-Eviction Recovery & Analysis
Analyze post-eviction collectability and recommend recovery strategies.
Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs.
Provide recovery performance reporting to Operations and Asset Management.
3. Compliance Monitoring: Sales Reporting & COIs
Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency.
Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted.
Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills.
Maintain accurate compliance records and communicate status updates internally.
4. Reporting, Metrics & Business Intelligence
Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance.
Standardize processes and develop automated or semi-automated workflows where feasible.
Produce actionable portfolio-level insights for senior leadership.
5. Cross-Functional Collaboration & Communication
Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management.
Ensure alignment on tenant status, collection strategies, compliance issues, and next steps.
Provide timely updates and insights to Operations and Asset Management.
Qualifications
3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred.
Strong analytical capabilities, including BI tools, Excel, and portfolio reporting.
Proven ability to build systems, workflows, and standardized processes.
Excellent cross-functional communication and coordination skills.
Working knowledge of commercial leases, legal processes, and tenant compliance requirements.
Highly organized and effective in a fast-paced owner-operator environment.
CRC is a 60+ year-old company with a best-in-class reputation as investors and operators. The firm is currently $4 billion in AUM. CRC is vertically-integrated and we are focused on delivering exceptional investment results through nuanced and thoughtful business strategies, unique to each asset.
$108k-141k yearly est. 1d ago
Private Banker 2
First National Bank of Pennsylvania 4.5
Baltimore, MD job
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
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 Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Compensation Grade:
EXT11
Pay Range:
$91,858.00 - $153,088.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-34k yearly est. 2d ago
Chief Executive Officer
Baltimore Community Lending 3.7
Baltimore, MD job
The President & Chief Executive Officer (CEO) is the strategic, operational, and external leader of Baltimore Community Lending, responsible for driving the organization's next era of growth and community impact. The CEO sets a clear vision, safeguards financial strength and portfolio performance, and leads a high-performing team dedicated to mission-aligned lending and equitable development. As the public face of BCL, the CEO will build influential relationships across Baltimore's civic, philanthropic, banking, and policy networks, elevating the organization's visibility and presence. This leader will diversify capitalization, advance innovative lending strategies, and uphold BCL's commitment to equity and inclusive economic opportunity. The CEO will guide the organization through a pivotal phase of scaling-expanding assets, strengthening operations, and ensuring that lending and technical assistance are responsive to community needs. They will model transparency, accountability, and cultural stewardship while positioning BCL as a regional and national leader in community development finance.
Must-Have's
Deep Lending, Credit & Financial Leadership: Brings strong lending, underwriting, and risk-management expertise (banking background ideal; CDFI/CDC preferred). Able to navigate funding headwinds, understand small-business and real-estate lending cycles, and balance financial discipline with mission-aligned lending. Strong capital-raising and funder relationship skills
Community-Centered, Baltimore-Connected Relationship Builder: A visible, personable leader who builds trust quickly and shows up in the community. Ideally familiar with Baltimore's civic, philanthropic, banking, and neighborhood ecosystems; if not, must be able to establish credibility and strong local relationships rapidly
Proven Executive, People & Culture Leader: Experienced in motivating and developing diverse, multigenerational teams. Collaborative, non-top-down manager who strengthens internal operations, improves customer service, builds the next layer of leadership, and supports organization-wide succession planning
Strategic, Growth-Oriented Visionary & Skilled Advocate: Able to guide BCL through economic/political shifts, diversify capital sources, scale responsibly ($100-125M in assets), and extend regional/national presence. Clear communicator who can articulate BCL's value, engage policymakers, support advocacy efforts, and participate in statewide CDFI coalition-building
Strong Mission Alignment & Equity-Driven Leadership: Authentic commitment to BCL's mission with a deep belief in equity, culturally responsive lending, and meaningful engagement with communities of color. Protects mission integrity regardless of political climate; brings fresh energy, creativity, and a modern leadership mindset
National Network & External Visibility: Existing national relationships in the CDFI, community development, or philanthropic sectors that help elevate BCL's profile and open new capital channels. Ability to represent BCL on regional and national stages (OFN, SBA, industry convenings)
For more information, view the full position profile here: ****************************
Who We Are
Baltimore Community Lending, Inc. (BCL) is a mission-driven, certified CDFI serving the Baltimore metro region, providing flexible capital and technical assistance to support community development, small business growth, and equitable neighborhood revitalization.
What We Do
Revitalizing our communities together through
affordable lending products. We are a mission-based certified community development financial institution (CDFI). We lend to small businesses and real estate developers who invest in low-income, low-wealth, and other disinvested communities.
We support commercial real estate developers who are committed to revitalizing underserved neighborhoods
We believe in increasing opportunities for affordable homeownership and rent, which contributes to
neighborhood stabilization
We provide capital to small businesses that face barriers to traditional financing by looking at each entrepreneur's whole story, rather than requiring a specific credit score or assets
Our dedicated team provides comprehensive, ongoing support to startups, emerging, and growing small businesses to help them succeed
$149k-261k yearly est. 3d ago
Infrastructure Engineer
Capital Bank Md 4.3
Remote or Rockville, MD job
About Us
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
The Infrastructure Engineer is a hands-on role responsible for the installation, configuration and maintenance of network hardware and software, such as virtual servers and software applications, operating systems and securing mobile devices, across the bank. This position is also responsible for assisting the service desk team with maintaining assets and assisting with daily tasks.
Position Responsibilities
Maintain systems by keeping all systems patched and managing software deployments as necessary.
Handle day-to-day service desk escalations.
Working knowledge of AD, Microsoft 365, Azure Cloud and SaaS solutions.
Assist with implementing and monitoring local and remote network access.
Assist in evaluating and implementing new network software releases, patches, and third-party products.
Create new users accounts and provide required access to all the corporate services, data, and resources. Reset Passwords for main accounts.
Assist with maintaining production, testing, and other system environments.
Ensure adherence to escalation procedures. Respond to escalated, complex and high-end user issues promptly.
Assist with providing ongoing support and training of employees as well as new temps/interns as needed.
Document and maintain documentation on running systems and procedures.
Maintain security standards for all systems in consultation with the Info Sec team.
Participate in after-hours/weekend network support as needed.
Responsible for the software and technologies designed for operating and monitoring applications, data and services residing in the cloud, cloud services, and cloud environments.
Other responsibilities and duties, as assigned.
Education and Experience Required:
A minimum of 3 years related customer service experience.
A minimum of 3 years of experience in the following: Microsoft Windows Platforms, Microsoft 365 and Microsoft Azure.
Bachelor's degree in business, CS, IT, or Business Administration; Or equivalent combination of education, skills, and experience.
Experience with network LAN or WAN technologies.
Experience with hypervisor technologies (specifically VMware vSphere).
Preferred Skills and Qualifications
Excellent organizational, project planning, presentation, and time management skills with careful attention to detail.
Ability to manage daily operations of the function and prioritize work with minimal guidance.
Ability to work independently with minimal supervision and in a team setting, and across external and internal stakeholder groups.
Strong analytical, multitasking, and problem-solving capabilities.
ITIL
Additional Details
Ability to travel to support the bank's locations as needed.
Ability to lift up to 40 lbs.
Must be able to work a flexible schedule, including after business hours; and periodically be on-call for after-hours support.
Other
Ability to travel within a defined market area.
Compensation
Base Salary Range: $85,000 - $100,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
Working Arrangements:
This opportunity offers flexibility to work in a hybrid working environment within our Rockville, MD office.
Remote working arrangement may be an option for qualified applicants.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an affirmative action and equal opportunity employer.
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.
$85k-100k yearly 2d ago
Mortgage Loan Processor
Capital Bank Md 4.3
Remote or Rockville, MD job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting.
Position Responsibilities
Gathers and analyzes documentation and other information to take each loan application from once setup to closing
Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt
Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product
Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including:
Verify 2 years of continued employment - document any gaps
Review asset documentation
Review credit report
Review appraisal
Review title work
Review hazard insurance
Obtain payoffs on refinances by contacting current mortgage holder
Make sure all documentation is legible
Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed.
Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department
Submit loan to underwriting in appropriate file order
Clear all Prior to Closing conditions. - Loans must be "clear to close" at least 48 hours prior to closing
Advise borrower of loan decision and any required conditions
Inputs proper loan information into Encompass so that data and supporting documentation are accurate.
Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines
Follows Processing procedures as designated by Processing Manager
Must meet crucial deadlines such as financing contingencies and closing dates
Works with the MLO and/or LOA regarding missing/requested items
Updates conversation logs in Encompass
Minimum Education & Experience
3-5 years experience in a loan processing role with experience handling loans from start to finish.
Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred.
Experience communicating with borrowers regarding lending requirements.
Experience processing conventional, FHA and VA loans.
Experience with Encompass software is required.
Preferred Skills & Qualifications
Strong background in calculating income is preferred.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook.
Excellent verbal and written communication skills.
Proven customer service ability is required.
Must have knowledge of lending terminology and the ability to effectively communicate to borrowers.
Knowledge of underwriting would be helpful.
Independent worker that can produce results
Ability to take initiative
Ability to work in a fast-paced environment and deliver accurate results.
Compensation:
Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer.
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.
$25.5-35.7 hourly 2d ago
Mortgage Underwriter
Capital Bank Md 4.3
Rockville, MD job
DescriptionAbout Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators. Position Purpose The Mortgage Loan Underwriter is responsible for evaluating and analyzing mortgage loan applications to determine the creditworthiness of borrowers and ensure compliance with federal, state, and company regulations. This role involves assessing financial documents, credit reports, property appraisals, and income information to make informed decisions on loan approvals, conditions, or denials. The underwriter ensures that each loan meets the bank's risk standards while supporting a smooth and efficient loan origination process. Position Responsibilities
Underwrite a minimum of three new loan files per day
Review, analyze, and clear updated and conditioned loan files within required turn times
Maintain CBHL-mandated turn times for new submissions, resubmissions, and condition reviews
Monitor and respond to CSM scenarios within required timeframes
Provide underwriting and eligibility support to other Capital Bank departments as needed
Underwrite FHA, VA, USDA, Conventional, Non-Agency, and Jumbo loan products in accordance with company policy and investor overlays
Perform new and established condominium project reviews, including warranty and eligibility determinations, in accordance with agency and investor guidelines
Analyze loan documentation and data for accuracy, completeness, and overall soundness
Identify and assess credit, income, asset, and collateral risk factors
Review appraisals and collateral documentation, including condominium and PUD projects
Support Loan Officers during the borrower qualification and structuring process
Remain current on investor, agency, and regulatory guideline updates impacting underwriting and condominium project eligibility decisions
Minimum Education and Experience
Minimum Education and Experience
High School Diploma or equivalent required
Minimum of five years of experience underwriting agency mortgage loans
Minimum of five years of experience underwriting secondary market guidelines
Minimum of two years of experience with Jumbo and Non-Agency products
FHA Direct Endorsement (CHUMS) designation required
VA SAR/LAPP designation required
USDA underwriting experience preferred
Housing Finance Agency experience required (DC, DE, FL, VA, MD preferred)
Bachelor's degree preferred
Knowledge, Skills, and Abilities
Strong teamwork and customer service orientation
Excellent organizational skills and ability to manage multiple priorities
High sense of urgency and accountability for deadlines and assignments
Ability to work effectively in a fast-paced environment
Proficiency with Fannie Mae Desktop Underwriter and Freddie Mac Loan Product Advisor
Encompass LOS experience preferred
Advanced income analysis, including complex self-employed and variable income scenarios
Credit risk analysis and interpretation
Appraisal and collateral review, including condominium and PUD projects
Ability to accurately interpret and apply agency, investor, and condominium project guidelines
Strong problem-solving, critical thinking, and decision-making skills
Clear and professional written and verbal communication
Constant and consistent attention to detail
Compensation
Base Salary Range: $80,000 - $105,000 annually (Rockville, MD salary range). Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
We are hiring in: MD, DC, VA, PA, DE, NC, SC, FL, IN, IL. Candidates in other locations will receive the pay range tied to their specific area.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
Additional Details
This position will be a remote role.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
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.
$80k-105k yearly 2d ago
TAS Director - Financial Due Diligence
Rsm Us LLP 4.4
Baltimore, MD job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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$151.2k-304.2k yearly 3d ago
Physical Security Specialist - Harrisburg, PA
First National Bank of Pennsylvania 4.5
Baltimore, MD job
Primary Office Location:409 North 2nd Street. Harrisburg, Pennsylvania. 17101.Join our team. Make a difference - for us and for your future.
Physical Security Specialist Business Unit: Physical Security Reports To: Manager of Physical Security
Position Overview:
This position is primarily responsible for ensuring appropriate physical security equipment and procedures for compliance with the Bank Protection Act, OCC regulations and FNB policies. The incumbent works with internal business partners and company management to identify security risks, mitigate losses and emphasize employee and customer safety.
Primary Responsibilities:
Assesses risk through reviewing company locations to ensure alarm, lighting and video surveillance equipment are operational and makes recommendations to the Manager of Physical Security for upgrades and replacements when appropriate.
Manages and oversee the installation, maintenance, repair, upgrading, storage, inventory and acquisition of company alarms and related equipment including burglary & fire alarm equipment, surveillance cameras, lighting and digital video recorders.
Coordinates security programs such as tracking money transfers and assisting with robbery response. Provides security training for tellers, managers, officers and departments in compliance with the Bank Protection Act to minimize loss experience.
Coordinates the assignment and placement of security guards as needed.
Acts as primary contact and vendor relationship manager with company security equipment and service providers.
Provides incident statistical reporting, loss data and other applicable reports to the Manager of Physical Security upon request and periodically as agreed upon (at least monthly).
Acts as the system administrator for a physical security control or monitoring program. This includes ensuring controls are in place for access and maintaining the system for adds, transfers and terminations.
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 Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to work and multi-task in a fast paced environment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
Former military, law enforcement or corporate security experience
Knowledge of government regulations associated with physical security, bank fraud, theft, and misappropriation of funds including the Bank Protection Act
Special Licenses and Certificates:
Valid Drivers License
Physical Requirements:
Frequent driving (car, van, truck)
Compensation Grade:
EXT08
Pay Range:
$62,426.00 - $117,884.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$62.4k-117.9k yearly 2d ago
Teller (Mount Airy Branch)
Atlantic Union Bank 4.3
Mount Airy, MD job
This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.
Accountabilities
Provide excellent customer experience
Perform basic customer and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Other duties as assigned
Organizational Relationship
This position is supervised by the assigned leader of the branch.
Position Qualifications
Education & Experience
High school diploma or equivalent required
Previous cash handling experience preferred
Previous customer service experience required
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
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.
For this position we will be offering a range of $18 to $20 dollars an hour.
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.
$18-20 hourly 2d ago
Network Engineer Team Lead - USCIS AES2
ITC Federal, Inc. 4.7
Camp Springs, MD job
ID 2026-1474 Remote No
JOBTITLE: Network Engineer Team Lead AGENCY SUPPORTED: Department of Homeland Security (DHS) - USCIS OIT Architecture Engineering Support (AES2) POSITION TYPE: Full-time CLEARANCE REQUIREMENT: Must be able to obtain DHS Suitability security clearance, which typically requires 2-4 weeks for processing and must be completed prior to the start date.
ITC Federal is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in information technology and information assurance/security to assist this client in achieving its mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment.
The project supports USCIS's Office of Information Technology by delivering enterprise IT architecture, engineering, and solution development services. The team partners across OIT to design, implement, and optimize secure, reliable, and scalable enterprise networks supporting mission-critical operations.
The Network Team Lead will manage and lead a team of network engineers responsible for designing and implementing computer and information networks-including LAN, WAN, intranets, extranets, and other data communications networks. This role requires extensive experience in network infrastructure design, cloud technologies, and automation, with a proven ability to improve network availability, scalability, and security in large enterprise environments. The Network Team Lead will oversee network modeling, analysis, and planning, develop network diagrams and documentation, and work closely with the Security team to ensure robust security measures across all networks.
Responsibilities
Manage and lead the network engineering team to design, implement, and maintain enterprise LAN, WAN, intranet, extranet, and data communication networks.
Perform network modeling, analysis, and planning, including forecasting and capacity management for enterprise networks.
Design and implement critical network infrastructure solutions that increase availability, reliability, and security.
Develop network diagrams, documentation, and regular status reports on network activities.
Collaborate closely with the Security team to plan and implement security controls across the network.
Guide the team in adopting infrastructure and network automation platforms and coding practices.
Develop and maintain technology roadmaps to support long-term enterprise network strategy.
Provide leadership, mentorship, and oversight for the network engineering team.
Qualifications
REQUIRED:
A minimum of 10 years of experience as an Engineer or Architect specializing in network infrastructure services.
At least 4 years of experience with cloud technologies (Azure and AWS required; Google Cloud Platform (GCP) desired).
A minimum of 5 years of experience designing critical network infrastructure for large/complex networks.
Experience with infrastructure and network automation platforms and coding.
Experience designing and implementing enterprise network solutions that improve availability and security.
Experience developing technology roadmaps.
Strong leadership, communication, and team management skills.
Must be eligible to obtain DHS Suitability clearance.
Preferred Qualifications:
Experience with USCIS programs.
Experience working on Agile projects.
Experience with enterprise integration services.
Experience with orchestration and automation platforms.
Familiarity with Artificial Intelligence (AI) in enterprise network operations.
WORK ENVIRONMENT AND PHYSICAL DEMANDS: This position is based onsite in Camp Springs, MD. Candidates must be able to work in a standard office environment and participate in in-person meetings and operations as required.
ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
$90k-114k yearly est. 4d ago
Investment Consultant- Potomac, MD
Charles Schwab 4.8
Potomac, MD job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$64k-116k yearly est. 1d ago
Digital Product Manager - Salesforce Practice (REMOTE--VA, NC, MD, PA, GA)
Atlantic Union Bank 4.3
Waldorf, MD job
The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy.
Position Accountabilities
Lead team of product managers responsible for the following:
Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth
Assess digital platforms in the external marketplace and make recommendations for potential partnerships
Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed
Develop the business cases and business requirements for digital opportunities and drive to execution
Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives
Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map
Develop and manage goals and key performance indicators
Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities
Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers
Continuously assesses competitive moves and monitors performance against objectives.
Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations
Prioritize product requirements and coordinate release plans with IT and key constituents.
Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones
Guide and direct complex projects, identify key stakeholders and gain participation.
Lead team of analysts responsible for the following:
Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements.
Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals.
Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board.
Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow.
Develop and maintain design documentation working across the organization for documenting integration points between systems.
Improve systems by studying current practices and designing modifications.
Recommend controls by identifying problems and opportunities; controls to include system access and configuration management.
Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems.
Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support.
Organizational Relationship
Reports to Head of Digital Strategy
Position Qualifications
Education & Experience
Bachelor's Degree required
10+ years of financial services experience
5+ years of experience in the digital space
Experience as a people manager
Knowledge & Skills
Excellent verbal, writing and presentation skills
Program management and leadership experience
Strong PowerPoint and Excel skills to assemble & lead executive presentations
Demonstrated experience developing and executing against a strategic plan
Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully.
Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels
Ability to influence diverse, cross functional team to success without direct authority over the team
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 EEO/AA employer, Minority/Female/Disability/Veteran. 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.
$96k-136k yearly est. 2d ago
Learn more about Educational Systems Federal Credit Union jobs
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