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Associate jobs at Equitable Holdings - 877 jobs

  • Associate - VAS Strategy and Planning

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The role will support the Senior Director of Strategy & Planning across a range of strategy, operations, and planning activities. Time spent on these areas will shift based on business needs. The Strategy Analyst will support workstreams of key strategic initiatives (e.g., long-range strategy development, portfolio diagnostics, mission-critical projects) and ensure the Value-Added Services leadership team is equipped with the data and insights to meet growth imperatives. Strong candidates are versatile team players who learn fast, have high EQ and IQ, and carry a demonstrated record of executing complex analyses and crafting robust strategic recommendations. What we expect of you day-to-day: Support the Value-Added Services strategic planning process, ensuring alignment with the company's mission and objectives Support workstreams / projects related to multi-year strategy development and assessments of significant opportunities - including potential acquisitions - and threats Structure and solve business problems, collaborating with a range of internal stakeholders to make recommendations on issues with far-reaching business impact Communicate recommendations to senior management, other executive, functional, or regional teams and management in a clear, concise, and impactful way Support Value-Added Services' senior leadership team by developing thought leadership for internal executive meetings and external client councils / forums Execute market and competitive research and connect trends to business goals, synthesizing research into consumable strategy outputs Proactively manage upwards to pre-empt critical business opportunities and challenges This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $92k-138k yearly est. 5d ago
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  • Summer Legal Associate (1L) - Summer 2026

    Visa 4.5company rating

    Foster City, CA jobs

    Visa is a world leader in payments and technology, with over 276 billion payments transactions between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Visa Summer Legal Associate (1L) program is designed to enhance the legal careers of first year law students who have demonstrated leadership, service, and engagement in their community.The program gives qualified candidates the opportunity to enhance their legal education,establishmeaningful contacts, improve the quality of their work product through comprehensive feedback, and aspire to a rewarding career in the law. This position, based in Visa's Bay Areaofficesis a summer internship for law students interested in learning more about working in an in-house legal department. Under supervision of attorneys, the Summer Associate will receive a variety of work assignments in multiple practice areas, which mayinclude:litigation, M&A, employment, data use & privacy, marketing, trademark, IP, regulatory, product, and more. The Summer Associate will also learn first-hand about Visa business operations and interact with internal business clients. The Summer Associate will also have the potential opportunity for a two-week reverse secondment at a partnering law firm. As a Summer Legal Associate, you will have the chance to: Work closely with multiple members of the Visa legal team across a variety of practice areas Gain valuable insights about working in-house, which can be a rare opportunity for junior lawyers Deliver an end-of-summer presentation to senior members of the Legal team (potentially including the General Counsel) Attend fun social events with fellow interns Essential Functions: Shadow members of Visa's Legal Department Complete projects in a variety of practice areas under supervision of Visa attorneys Qualifications Basic Qualifications: Good standing as a first-year law student at an ABA accredited law school. Preferred Qualifications: An interest in the in-house legal environment Demonstrated academic excellence and leadership ability, personal and professional accomplishments, commitment to community service or engagement Excellent written and oral communication and legal research skills Strategic thinking and thought leadership Proven ability to translate ideas into action Teamwork, interpersonal & relationship-building skills Attention to detail An innovative, creative, entrepreneurial spirit that welcomes change and challenge Motivated, focused, driven; embraces a global mindset Please attach as separate documents to your application: A personal statement (no more than 300 words) describing your leadership, service, or community involvement, and why you are interested in working at Visa and intechnology generally. Your first semester law schoolgrades, as soon asthey are available. Additional Information U.S. APPLICANTS ONLY:U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is$44/HR USD which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours:Varies upon the needs of the department This is a hybrid position.Expectationof days inofficewill be confirmed by your hiring manager. Travel Requirements:This position requires travel5-10% of the time. Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone,frequentlyoperatestandard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will alsoconsider foremploymentqualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
    $44 hourly 6d ago
  • Associate, Contactless Form Factors

    American Express 4.8company rating

    New York jobs

    Salary Range\: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Key Responsibilities Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. Partner closely with analytics team to provide input and prioritize analytics requests. Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. Understands competitive and internal positioning for the product through internal and external market research. Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. Qualifications & Skills Experience\: 1+ years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. Agile Product Development\: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. Product Strategy\: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. Market & Data Analysis\: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. Communication & Collaboration\: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. Enterprise Mindset\: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. Adaptability & Organization\: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. Team Player\: Collaborative, supportive, and proactive, with a strong can-do attitude.
    $78k-124.8k yearly Auto-Apply 8d ago
  • External Reporting Associate

    Jefferies Financial Group Inc. 4.8company rating

    New York, NY jobs

    Reports to VP in External Reporting Exposure to senior members of Jefferies, including the Chief Accounting Officer and the Global Controller, and will interact closely with the Jefferies Accounting Policy Group Support the identification and implementation of opportunities to automate workflows and streamline financial statement disclosures Interact with Product Control, Treasury and Risk functions to communicate disclosure requirements, review submissions and resolve discrepancies in a timely fashion Prepare financial statements and footnote disclosures for certain standalone audited subsidiaries Coordinate with external auditors for assigned reporting areas Monitor financial reporting developments, including drafting of new disclosures as necessary Research competitor filings to benchmark and further develop Jefferies external disclosures Review XBRL tagging Ensure compliance with SEC and GAAP reporting requirements and SOX controls Other responsibilities and ad-hoc projects as assigned Skills & Experience: 2+ years of relevant experience required Bachelor's degree in accounting Certified Public Accountant (CPA) preferred Strong accounting and analytical skills Strong written and verbal communication skills Ability to work effectively with teams across the organization as well as act as an effective liaison with external subsidiaries Strong Excel skills required (pivot tables, vlookups, etc.) Workiva experience preferred Primary Location New York Full Time Salary Range of $70,000-$95,000. #LI-MB1
    $70k-95k yearly Auto-Apply 47d ago
  • Associate, Contactless Form Factors

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Key Responsibilities * Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. * Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. * Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. * Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. * Partner closely with analytics team to provide input and prioritize analytics requests. * Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. * Understands competitive and internal positioning for the product through internal and external market research. * Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. * Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. Qualifications & Skills * Experience: 1+ years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. * Agile Product Development: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. * Product Strategy: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. * Market & Data Analysis: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. * Communication & Collaboration: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. * Enterprise Mindset: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. * Adaptability & Organization: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. * Team Player: Collaborative, supportive, and proactive, with a strong can-do attitude. Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $78k-124.8k yearly 10d ago
  • Associate, Contactless Form Factors

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Key Responsibilities** + Support the Contactless Form Factors (Physical Contactless Cards & Digital Wallet) application build and deployment model to launch capabilities dictated by enterprise, industry and regulatory requirements. + Assist in scoping, prioritizing and developing new product features and related feature expansions. Assists in the research of regulatory developments and provide preliminary input on analysis of potential implications to existing Products. + Assist in collaborating with cross-functional teams including Product, Technology and other adjacent stakeholders to gather and document product requirements and to ensure timely delivery of product features, following agile development methodologies. + Support in the documentation of as-is processes for product management, product enhancements, key findings and standard methodologies. Support in the creation and maintenance of product backlogs, prioritizing features and establishing timelines for product releases. + Partner closely with analytics team to provide input and prioritize analytics requests. + Assist in the identification of technical gaps and collaborate with broader teams to facilitate resolution risks, opportunities and changes tied to product management initiatives and processes. Maintain core critical metrics. + Understands competitive and internal positioning for the product through internal and external market research. + Use analytical abilities and strategic perspective to identify trends & recommend solutions that will help improve the user experience. + Stay informed about regulatory requirements and ensure that our products comply with applicable laws and regulations, whilst maintaining a pulse on industry trends to shape the direction of product features and capabilities. **Qualifications & Skills** + Experience: 1 years in an analytical or product-related role, ideally supporting enterprise product growth within an Agile environment. + Agile Product Development: Strong understanding of Agile methodologies, requirements management, and the end-to-end product development lifecycle. + Product Strategy: Ability to support product strategy, develop roadmaps, and prioritize features based on customer needs and business goals. + Market & Data Analysis: Skilled in market research, data analysis, and structured problem-solving to generate insights, inform decisions and improve user experiences. + Communication & Collaboration: Strong communication skills with the ability to lead cross-functional discussions, influence outcomes, and align stakeholders. + Enterprise Mindset: Ability to balance the needs of customers, partners, colleagues, and shareholders while connecting work to enterprise priorities and capabilities. + Adaptability & Organization: Highly organized, with the ability to reprioritize and manage multiple projects in a dynamic, fast-paced environment. + Team Player: Collaborative, supportive, and proactive, with a strong can-do attitude. **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000399
    $78k-124.8k yearly 10d ago
  • Associate, AI Buyouts

    Redesign Health 4.2company rating

    New York, NY jobs

    Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. Role Summary: Redesign Health is launching an AI Venture Buyout fund, a next-generation private equity platform that acquires control positions in healthcare companies and uses AI to transform how they operate and grow. Redesign is seeking an Associate, AI Venture Buyouts to play a central role in evaluating and executing healthcare buyout transactions, while supporting post-close AI-driven value creation initiatives. This person will work across the full deal lifecycle-from financial modeling and diligence to market research, deal process management, and portfolio support. Why This Role: This is an opportunity to join a new private equity strategy at the ground floor and help shape a next-generation buyout model at the intersection of healthcare, AI, and value creation. Supported by Redesign Health's capital, ecosystem, and operating infrastructure, the Associate will gain full lifecycle exposure to control investing, operational excellence, and AI-driven value creation. What You'll Do: Support development of a high-quality deal pipeline and analyze opportunities through review of financials, business models, unit economics, and industry dynamics. Lead key analytical components of due diligence, develop financial models, and coordinate diligence advisors. Write investment memos, build financial models, and develop critical market analyses. Support transaction structuring, documentation review, and closing processes. Partner with Redesign's AI and operating teams to support post-close transformation workstreams. Conduct ongoing competitive and market intelligence to support portfolio companies. Support preparation of materials for capital raising, LP updates, and internal reviews. Ideal Background: 2-4 years of experience in private equity, growth equity, investment banking, consulting, and/or corporate development (healthcare experience strongly preferred). Strong financial modeling capabilities with the ability to build, audit, and interpret detailed operating models. Experience supporting M&A processes, conducting due diligence, or evaluating services businesses. Demonstrated interest in healthcare systems, payer-provider dynamics, and regulatory landscapes. Curiosity and hands-on comfort with AI, automation, and data-driven tools, with interest in applying them to sourcing, diligence, and portfolio work. Additional Qualifications & Competencies: Execution Excellence: Detail-oriented, organized, and rigorous in managing complex workstreams. Clear Communicator: Able to translate analyses into concise insights for senior leaders, investment committees, and management teams. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role. You have built systems and workflows for yourself more sophisticated than basic ChatGPT/LLM usage and are constantly experimenting with new ways to use technology to disrupt yourself. Collaborative Partner: Works effectively with cross-functional teams of operators, technologists, and AI specialists. High Judgment: Able to evaluate risk, identify patterns, and form independent viewpoints based on incomplete information. Bias for Action: Thrives in a fast-paced, entrepreneurial environment characterized by urgency, ownership, and adaptability.
    $77k-146k yearly est. Auto-Apply 48d ago
  • Ventures Associate, India

    Redesign Health 4.2company rating

    New York, NY jobs

    About the Company: Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. About the Job: We are seeking an Associate to join our New Ventures team, based out of Redesign Health's India headquarters in Bengaluru. You will support the research, prototyping, and launch of new Portfolio Companies in the healthcare space. This role is ideal for someone with a strong background in business innovation and operational excellence, who is eager to help identify and build market-defining healthcare companies worldwide. As part of this unique opportunity, you will be instrumental in developing seed-stage startup ideas and working closely with founding teams. Please note that this role requires working 3 days/week from our Bengaluru office. You must also be willing to work hours that overlap 5 hours per day with Eastern Standard Time. This role will report to a leader on the New Ventures team based in the U.S. What You Will Do: Explore and analyze global healthcare markets ripe for innovation. Identify a high volume of opportunities for new company creation. Prioritize and refine initial ideas into high-conviction investable concepts. Conduct primary and secondary research, including, but not limited to: user/buyer expert interviews, competitive landscape analysis, business model development, value proposition & pain point mapping, go-to-market strategy, and financial modeling. Work cross-functionally with Redesign's Ventures, Talent, Strategy & Finance, Global Development, and Product & Technology teams to orchestrate ideation efforts. Identify opportunities to efficiently leverage AI in Redesign's operational approach. What You Will Need: Bachelor's Degree with a record of high academic achievement. 6+ years of combined experience within investment banking, venture capital, private equity, corporate development, or management consulting. Prior healthcare experience required. Fluency in business model analysis, primary/secondary research, investment thesis development, and financial modeling. Strong attention to detail, self-initiative, and comfort with ambiguity. Interest in researching, implementing, and leveraging emerging technologies. Who You Are: Action Oriented. You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues. Manages Ambiguity. You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air. Effective Communicator. You skillfully adapt your presentation style across various audiences and formats, spanning one-on-one conversations to large groups as well as leadership, peers, and founders. Financial Acumen. You proficiently leverage financial and quantitative analysis to evaluate opportunities and inform strategic decision-making. Cultural Competence. You navigate cultural differences with ease, showing respect and understanding for diverse perspectives. You adapt your behavior to different cultural contexts, fostering inclusive and effective interactions. Strong Collaborator. You work seamlessly with others, leveraging diverse strengths and perspectives. You proactively seek to understand and drive consensus among your colleagues. You foster a cooperative environment where all contributions are valued, driving team success through mutual respect and shared goals. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role.
    $77k-146k yearly est. Auto-Apply 60d+ ago
  • Associate, Portfolio Specialist

    Blackrock 4.4company rating

    Sausalito, CA jobs

    **About this role** BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. **Key Responsibilities:** · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. **Qualifications:** · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $116k-155k yearly 60d+ ago
  • Associate, Portfolio Specialist

    Blackrock, Inc. 4.4company rating

    Sausalito, CA jobs

    About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: * Support the portfolio management and trading teams' operational workflows * Review and validate incoming client trade and analysis requests * Manage and maintain SalesForce dashboards and workflows * Assign client requests to appropriate Portfolio Managers and other internal teams * Reply to diverse internal and external requests in a timely manner * Document and refine operational processes for consistency and transparency * Contribute to initiatives that enhance overall client experience and service delivery * Support automation and efficiency improvements across various operational processes * Assist with ad hoc projects and responsibilities as needed. Qualifications: * BA/BS required * Minimum 3+ years prior work experience * Strong attention to detail and accuracy * Excellent written and verbal communication skills * Outstanding problem-solving and interpersonal skills * Strong organizational and multitasking skills * Ability to work independently and in a small group environment * A high degree of integrity with the ability to handle confidential matters * Capacity to work in a fast-paced environment * Collaborative attitude is a must * Familiarity with Salesforce a plus * Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $116k-155k yearly 4d ago
  • Associate, Portfolio Specialist

    Blackrock 4.4company rating

    Sausalito, CA jobs

    About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. Qualifications: · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $116k-155k yearly Auto-Apply 5d ago
  • Property Preservation Associate II

    Pennymac 4.7company rating

    Moorpark, CA jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Property Preservation Associate is required to perform timely and accurate analysis on property condition, maintenance and repair bids in order to convey property timely and minimize the cost risk associated to place the property in conveyance condition. The Property Preservation Associate will: Be responsible for a portfolio of FHA, VA, USDA and Conventional loans to oversee the property preservation Review repair bids, line item insurance claims, photo review of damage areas within the home and make final determination on cost, repairs and if work is necessary Negotiate cost of repairs with vendors to reduce company expense Resolve City Code Violations, Receiverships, Condemnation Orders, Demolition Orders in alignment with Property preservation guidelines Analyze numerous reports and requires to ensure compliance with established guidelines in Property Preservation Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring High School Diploma / GED Proficient in Microsoft Office and G-Suite Workplace Some knowledge of homes repairs such as roof, windows, heat and air, drywall, basements, garages, framing, plumbing Mortgage Servicing industry, Construction or Insurance adjuster experience helpful Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE
    $39k-55k yearly Auto-Apply 28d ago
  • Relationship Associate

    Grameen America 4.0company rating

    San Leandro, CA jobs

    About Us Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business loans and served over 138,000 low-income, primarily minority women. GAI provides low-income women with micro-loans, asset-building through savings, financial education, and credit establishment for the purpose of beginning or expanding businesses. For more information, please visit grameenamerica.org. About the Job The Relationship Associate position is an entry level position at GAI which is intended to be the first step in a career progression with the organization. We are looking for someone who enjoys delivering a high level of customer service and builds positive relationships with borrowers and members for membership and business growth. The Relationship Associate reports to the Branch Manager. Work Location: Boyle Heights and Pico Union Los Angeles, CA We have begun our transition to in-person operations in phases. We have resumed our in-person field work for community outreach and member recruitment. Our branch offices are beginning the transition to in-person activities on a flexible work schedule until further notice. Primary Responsibilities: Relationship management Facilitate and lead weekly center meetings with our current members. Use this as a forum to share information about the Grameen program, education on financial & business topics, problem solving. Build positive relationships with borrowers and members for membership and business growth. Receives and responds to members and borrowers' questions in a timely and professional manner to resolve concerns and issues and provide high level of customer service support. Recruitment Deliver high level customer service and elevated member experience through communication by call, outreach activities, email, or other means to set expectations and build meaningful relationships towards a successful membership placement. Follow company standards and ensure high quality and productivity. Financial Methodology Monitor members' loan amount and related activities, including compliance with loan criteria, disbursements, collection of repayments, and reconciling daily payments. Accurately input and track members loan payments and other relevant data in appropriate systems (such as proper posting, compliance with required notifications, etc.). Skills and Qualifications: Proficiency in English and Spanish required. Excellent customer service communication skills. High level of integrity, punctuality, discipline, and attention to detail. Basic problem solving and numeric skills. Ability to work independently and with a team-player mentality. Ability to work a flexible schedule from Mondays to Fridays (early mornings and evenings). Education and Experience: Minimum of High School diploma or equivalency preferred or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Knowledge in using computer, laptop, iPad, smartphone, Zoom, and other similar electronic devices and technology. Depending on location, valid driver's license required. We will adhere to all state and/or city COVID 19 vaccine mandate requirements. Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
    $64k-131k yearly est. Auto-Apply 60d+ ago
  • Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1- Victorville)

    Arrowhead Credit Union Careers 3.6company rating

    Victorville, CA jobs

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: 8:30 am - 5:30 pm Monday through Friday 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Bilingual in English and Spanish. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire (and increases with tenure!), 15 paid vacation days, and 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range Minimum: $22.32 /hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $22.3-32.1 hourly 3d ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Los Angeles, CA jobs

    Salary: $19.42 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $19.4 hourly Auto-Apply 47d ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY jobs

    Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities - Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve - Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated - Develop challenger model methodologies for the official production models - Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred - Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred - Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred - Prior experience with developing or validating models is a plus - Strong written and verbal communication, critical thinking, problem solving and team collaboration skills - Familiarity with coding languages (Python preferred) - Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 43d ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY jobs

    The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST. Primary Responsibilities * Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas. * Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution. * Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience * 3+ years of experience managing projects required * Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus * Have an undergraduate degree in Business, Finance, or other related fields * Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL * Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required * Ability to partner effectively with team members and with colleagues across the wider organization. * An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required. * Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships. * Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome. * Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership * PMP or Project Management certification is a plus * Experience with model validation or model governance is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 60d+ ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Fresno, CA jobs

    Salary: $18.08 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $18.1 hourly Auto-Apply 60d+ ago
  • Relationship Associate

    Grameen America Inc. 4.0company rating

    Fresno, CA jobs

    Relationship Associate Salary: $18.08 per hour About Us Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in which all entrepreneurs, regardless of gender, race or income, have access to fair and affordable financial services. We provide affordable capital, credit- and asset-building, education and peer support to enable our members to boost their business income, create jobs and transform communities. Founded by Nobel Peace Prize laureate Muhammad Yunus in 2008, Grameen America is now the fastest growing nonprofit microfinance organization in the U.S., having achieved tremendous milestones in its first 16 years of operations, investing in 220,000 low-income women entrepreneurs while demonstrating measurable impact. Our members have repaid their loans at a rate of over 99% and have become economic drivers in their communities. For more information, please visit grameenamerica.org About the Job The Relationship Associate position is an entry level position at GAI, designed to be the first step in a career path with the organization. We are seeking a motivated individual who thrives on delivering exceptional customer service, engaging in outreach activities, enjoys working with people, providing excellent customer service, and contributing to member recruitment and outreach efforts of the branch. A positive attitude, strong communication skills, and a willingness to learn are key to success in this role. The Relationship Associate reports to the Branch Manager. On- Site Work Requirements Grameen America operates on the ground, within the communities we serve. Employees are expected to work in person at both the branch and in the community based on program needs and in consultation with their Branch Manager. At a minimum, employees must be present at the branch at least three (3) days per week but based on operational needs you may be required to be onsite for up to five (5) days per week per your supervisor's discretion. Key Responsibilities as a Relationship Associate: Relationship management Conduct weekly center meetings during which we collect and follow-up with loan repayments, share program updates and educational discussions Build strong and positive relationships with members to support both retention and business growth. Respond to member inquiries promptly and professionally, Assist with problem solving & engagement. Conduct in-person home verification and business visits to verify and ensure the legitimacy and accuracy of borrower's information. Uphold high standards of service, quality, and productivity. Adhere to all company policies and procedures. Recruitment & Outreach Conduct outreach through various channels within the neighborhoods your branch serves, which requires regular local travel. This includes in-person & virtual touch points with entrepreneurs and potential future members at local businesses, residential and commercial areas, etc. Outreach activities also include conducting info sessions, group training, etc. at various locations within the community. Use these outreach techniques to grow the program by recruiting new members to achieve designated membership growth targets. Financial Methodology Monitor member loan activity, ensuring compliance with loan criteria, disbursement guidelines, and repayment schedules. Reconcile and accurately input payment data into internal systems, ensuring proper documentation and compliance with required notifications. The Skills You Will Bring: Bilingual proficiency in English and Spanish. Strong customer service and communication skills. High level of integrity, discipline, punctuality, and work ethic. Ability to multitask, manage time effectively, and maintain strong attention to detail. Basic numeric and problem-solving skills. Collaborative and self-motivated - able to work independently and as part of a team. Flexibility to work varied hours (early mornings/evenings) Monday through Friday. Comfortable using computers, email, smartphones, tablets (iPad), Zoom, and related technologies. Willingness to learn. Education and Experience: High School diploma or equivalency preferred, or two years of relevant work experience required. Familiarity with Microsoft Word and Excel a plus. Requirements Valid driver's license required depending on business location. What We Offer You: • Medical, dental, and vision insurance plans • Paid Holidays, vacation and sick time • 401K retirement savings plans • Flexible Spending Account (FSA) • Training and development opportunities • Wellness platform with two free coaching sessions per month • And more! Grameen America is an Equal Opportunity Employer (EEO) committed to diversity and inclusion in its workplace. Grameen America employment decisions are based on job requirements and individual skills and qualifications without regard to the applicant's race, ethnicity, color, religion, sex, gender, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Grameen America, Inc participates in the E-Verify program. Visa sponsorship is not provided. Must be able to legally work in the U.S.
    $18.1 hourly Auto-Apply 60d+ ago
  • Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union Careers 3.6company rating

    Rancho Cucamonga, CA jobs

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: 8:30 am - 5:30 pm Monday through Friday 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32 /hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $27.2-32.1 hourly 3d ago

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