Finance associate jobs in Great Falls, MT

Great Commission/Spiff/bonus program Able to work independently, motivated and enthusiastic. Have outstanding customer service skills and would like a professional personal appearance. The Automotive Finance/Sales Manager is responsible to work closely with the customers. Determine the customers need. Team Player with the entire sales department. Responsible to build relationship with lenders. Ready for answering questions about the products and services the dealership offers with the purpose of making customers feel welcome and supported through the car-purchasing process. Desire to provide high level of customer service in legal and ethical manner. Compensation and Benefits: Competitive Pay and Bonus Dental & Vision Insurance Paid Health Insurance 401K PTO Employee Discounts Job Responsibilities: The position works closely with the GM, GSM, Customer and Sales Department. Oversees the preparation of all vehicle purchase documents in a transparent and ethical manner. Oversee customer loan origination and approval process. Determine the customers need for financing and explore payment options. Build and maintain strong relationships with lenders. Finalize transactions in a legal and ethical manner, Follow all Federal, State, DMV rules. Meet monthly forecasts. Job Requirements: Great Communication and computer skills. Enthusiasm and high energy throughout the sales process. Strong customer service. A minimum of Two year prior automotive Sales/Finance experience with verifiable PVRs and exceptional CSI scores. Excellent interpersonal and communication skills. Must be goal oriented and have a strong desire to succeed. Attention to detail and excellent organizational skills. Ability to multi-task. Prior stable employment history. Must have a valid drivers license and an acceptable driving record to be insured by the companys liability carrier. Must be able to pass a pre-employment background check and drug/alcohol test We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. EEOC: Our Company maintains a firm policy of equal employment opportunity for all associates. We hire and promote and compensate associates based on personal and professional competence and potential for advancement without regard of religion, race, sex, age, national origin, marital status, disability, as well as other classifications protected by all applicable Federal, State or Local Laws. Job Type: Full-time Clean driving record, valid drivers license required *Certain qualifications apply.

What is the opportunity? We are actively seeking an Intern to support our Private Client Group in RBC Wealth Management - U.S. Our internship provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced financial services professionals. You will work directly with Financial Advisors to service clients, research problems, process account forms and related paperwork, maintain appropriate account records, and prepare client correspondence. What will you do? Provide administrative and operational support to Financial Advisors and clients Service clients in a pleasant, professional manner and respond to routine inquires Provide clients with requested information such as account balances, stock quotes or other account-related information Assist with department mailing and filing projects Other general administrative support as assigned Assist with administrative tasks such as new account set up Some client contact Assist clients with online access Research as needed What do you need to succeed? College student working toward a degree in Finance, Economics, Business or related field Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment Excellent written and verbal communication skills Customer service experience Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook) Interest in financial services industry What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Job Skills Communication, Critical Thinking, Decision Making, Detail-Oriented, Financial Instruments, Financial Regulation, Financial Statement Analysis, Group Problem Solving, Product Services, Results-Oriented Additional Job Details Address: 101 RIVER DRIVE NORTH:GREAT FALLS City: Great Falls Country: United States of America Work hours/week: 25 Employment Type: Part time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-10-15 Application Deadline: 2025-11-15 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Eide Bailly Executive Search has been retained by Billings Clinic based in Billings, MT to recruit its new Network Financial Executive (CFO) for the Critical Access Hospital (CAH) Network. Reporting to the System Chief Financial Officer and Vice President, Regional Operations, the Network Financial Executive (CFO) is responsible for providing executive financial leadership and management related to the management contracts in the regional health care network. Organization: Billings Clinic is Montana's largest independent health care system serving Montana, Wyoming, and the western Dakotas. A not-for-profit organization led by a physician CEO, Billings Clinic is governed by a board of community members, nurses, and physicians. Billings Clinic operates 21 hospitals and generated close to $2 billion in net patient revenue the past fiscal year. Billings Clinic has more than 9,000 employees, including nearly 1,200 physicians and advanced practice providers, and offers more than 80 medical specialties. In addition, Billings Clinic has 14 regional partnerships, including management agreements with 13 Critical Access Hospitals and one outpatient clinic. Billings Clinic was designated as the first Magnet organization in Montana in 2006 and is a member of the Mayo Clinic Care Network. Physician leadership is embedded in the organization with a physician CEO and through its internal and community governing boards that have physician members. Billings Clinic is consistently recognized nationally for excellent performance in patient quality, safety, and service. Billings Clinic launched Montana's first Internal Medicine Residency program in 2014, a testament to its mission of advancing health care, education, and research. Billings Clinic and Logan Health combined into a single, independent health system in September 2023. Logan Health is a not-for-profit, 590-bed health system in Montana. While the main medical campus is in Flathead County, Logan Health draws from a total service area covering 20 counties, nearly 50,000 square miles and a population of nearly 700,000. The health system consists of six hospitals, more than 68 provider clinics and a host of other health care services, including the nation's first rural air ambulance service (A.L.E.R.T.), which it has maintained for more than 40 years. By uniting the two organizations, the newly combined system is stronger together and better positioned to adapt to the rapidly changing health care environment. The new system intends to sustain and grow services to meet the needs of Montana, Wyoming, and Western Dakota families. Billings, MT, home to more than 184,000 residents, is the largest metropolitan area in the state. Billings has balance. It's large enough to experience the community at your own pace, but small enough to run into friends at the grocery store. It has a welcoming spirit that is inclusive while celebrating the unique diversity that makes up our western culture. And Billings is strong, with a variety of economic pillars, good business, low unemployment, and amenities that boost quality of life. Billings is energetic and growing, embracing its heritage while looking forward to the future. The median home price is $325,000. Billings' climate is surprisingly mild for its northern location. In the winter, while the average snowfall is 59 inches, it rarely accumulates to any great depth due to frequent thawing periods. Billings is ripe with activities and things to do. Whether you're outdoorsy and adventurous, or prefer a slower pace and quiet culture, Billings offers it all. Responsibilities The position consults with and coordinates the Financial Services delivered to the Affiliates and is responsible to contribute to the growth and profitability of affiliate hospitals by professionally consulting with or managing their financial services and activities. Participates in strategic planning in conjunction with the affiliate hospital CEO, Board of Directors, and other members of the Regional Network Team. Responsibilities include interacting and consulting with auditors, federal and state agencies on cost reports/audits, and business office staff to support the preparation of annual financial and capital budgets, related charge entry and patient billing related to revenue cycle and management of account receivables. Position consults, evaluates, and recommends accounting policies/procedures and internal controls, cost reports and tax returns, vendor contracts/payments, capital purchases supply chain management, obtaining bank loans, charge master reviews and coding reviews. Position consults and recommends information system's functionality, develops proformas for new services and ensures compliance with HIPAA and CMS, etc. How to apply: Submit your application to this job posting or for more details (including requests for the full position specification) and/or to submit a nomination or application, please contact Derek J Castaneda at Eide Bailly, 18081 Burt Street, #200, Omaha, NE 68022; phone **************; or e-mail *************************. *Billings Clinic and Eide Bailly are equal opportunity employers and do not discriminate against any person on the basis of race, religion, color, gender, gender identity, sexual orientation, age, national origin, disability, veteran status, or any other status or condition protected by law.

Job Description: F&I Manager Great Falls Subaru has an opening for a highly motivated, detail-oriented individual with great organizational skills to manage our Finance Department. We need a qualified high energy individual to help facilitate growth. If you would like to be a part of a team that values integrity and a “can” do attitude we need you. This position will be responsible for producing additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new- and used-vehicle customers. This position will also back-up and assist the Sales Manager with desking deals. Responsibilities: •\tSells financing and credit life, accident, and health insurance to customers. •\tProvides customers with thorough explanation of aftermarket products and extended warranties. •\tConverts cash deals to finance. •\tEstablishes and maintains good working relationships with several finance sources, including the manufacturer. •\tProcesses finance and lease deals accurately and fairly through financial sources to secure approval. •\tConducts business in an ethical and professional manner. •\tProcesses all federal, state, and dealer paperwork related to vehicle transaction. •\tUnderstands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments. •\tCompletes paperwork necessary for vehicle sales and leases in a timely and efficient manner. •\tChecks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. •\tAcquires and maintains current state insurance license, completing continuing credit insurance education as needed. •\tProvides customers with complete explanation of manufacturer and dealership service procedures and policies. •\tSeeks new lending institutions to secure competitive interest rates and finance programs continually. •\tManages the alternative finance source program to ensure that several sources are available. •\tSeeks insurance companies for insurance paper. •\tMaintains insurance files. •\tSets up and maintains a program which will ensure 100 percent turnover to the F&I department. •\tProvides sales force and sales managers with current information about finance and lease programs continually. •\tTrains the sales staff regarding the benefits of financing, insurance and extended service programs. •\tWorks with sales managers to secure a reasonable profit from every sale. •\tCoordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. •\tEnsures collection of all finance and insurance fees. •\tTakes all credit applications. •\tPrepares reports on finance penetration. •\tWorks closely with general manager to establish sales department goals and objectives and ensures that they are achieved. •\tAttends managers meetings. •\tHandles all rate quotations. •\tDevelops and monitors guidelines for working with customers to ensure maximum customer satisfaction. •\tProcesses salespersons' "end of month" commission sheets for accounting office payroll. •\tSupervises and trains designated backup to ensure continued efficiency and profitability in the F&I manager's absence. •\tMaintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals. •\tMaintains a professional appearance. •\tMaintains a clean and professional work environment. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. •\t2 or more years of Sales experience with a proven track record •\t2 or more years of Customer Service experience with a proven track record •\t2 or more years of finance and insurance experience with a proven track record •\tClean Driving Record •\tValid Driver License •\tHardworking •\tMotivated •\tEthical and Honest Benefits: •\t401K with employer match •\tMedical/Dental/Vision •\tPTO •\tEmployee Pricing $100,001 - $125,000

Ultra luxury resort in Montana is looking for a HOA Finance Manager. Responsible for ensuring that the financial controls, books, records and reports of the Sub Condominium are accurate and up to date; maintain communication with the owners of private residences in relation to their condominium fees, as well as the results of the rental program. Minimum of 2 years of experience in the position and in accounting for condominium regime, in luxury or ultra-luxury property. Knowledge of systems such as Opera, iScala, etc. Bachelor's degree in public accounting. Must be able to manage multiple priorities and meet deadlines for the preparation and delivery of budgets as well as for the preparation and delivery of financial statements. Must have a high degree of professional integrity and be able to work safely, effectively and efficiently. Deep knowledge of hotel accounting operations. Ability to concentrate and maintain attention on the performance of tasks despite frequent interruptions, emergencies or crises. Organized, proactive and focused on meeting priorities in the attention to corporate and owner requirements.

Wizz Air is a leading European low-cost airline. Our mission is to provide affordable and reliable air travel to everyone, everywhere, while minimizing our environmental impact. We are proud to foster a diverse and inclusive team of over 8,000 employees from more than 110 nationalities, who share our values of inclusivity, positivity, dedication, integrity, and sustainability. As a rapidly expanding airline, we offer exciting career opportunities across a range of functions, from flight operations to engineering, customer experience, finance, and more. We provide extensive training and development opportunities to help our employees grow and succeed in their roles. Joining Wizz Air means joining a team that is passionate about aviation, dedicated to excellence, and committed to making air travel accessible and sustainable for all. If you are looking for a challenging and rewarding career in the aviation industry, we welcome you to explore our job opportunities and become a part of our success story. Finance Manager Based in Malta Purpose of the role The purpose of the Wizz Air Malta Finance Manager position is to ensure that: * The financial processes of WAM are properly managed by all employees and service providers involved in line with IFRS and Wizz Group accounting policies and standards and relevant legal and fiscal laws and regulations * The WAM team is properly served & supported by Group Finance * The financial interests of WAM are understood, recognized and well-represented within the Group. Responsibilities * Primary Finance contact to the WAM organization (incl. particularly the Managing Director) for all WAM-related financial matters * Track, oversee, lead, or execute (as appropriate) the Finance projects relevant for WAM * Prepare WAM-related inputs to monthly closings * Support to WAM financial audits * Preparation of WAM statutory financial statements (together with a 3rd-party accounting service provider) * Review and control the quality of the WAM books especially the accuracy of balance sheet positions, and management reports * Manage all intercompany relationships of WAM (incl. contracts, calculation of charges, billings, settlements) * Control of the WAM vendor invoice passing process, ensure it all happens as designed, and ensure vendor invoices are recorded and paid on time * Safeguard appropriate levels of administrative organization and internal control over local financial processes and those typical to WAM (e.g. timely remittance of local funds to overseas head-office bank accounts). * Other ad-hoc accounting tasks and projects * Prepare documentation and represent WAM in board meetings, cost reviews and any other meetings where finances of WAM are involved * Support and coordinate locally the forecasting and planning cycles Experience * 4-6+ years work experience with at least 3 years in Finance (mostly in controlling, accounting and/or audit) preferably at a multinational company * Experience in other finance areas is an advantage * Airline industry prior work experience is much preferred Hard skills * Experience in the use of ERP systems * Good Excel knowledge * Firm understanding of key accounting concepts, particularly IFRS Education * Bachelor's or Master's degree in economics, majoring in finance or accounting * International accountancy qualification (ACCA, CIMA, etc) is an advantage Language * Fluent in English (both written and spoken) * Hungarian optional but would be an advantage Skills and competencies * Decision-making: Ability to make sound judgments independently * Influence and motivation: Inspiring others and driving team performance * Accountability: Taking ownership of tasks and outcomes * Strategic thinking: Aligning actions with organizational goals * Analytical thinking: Evaluating complex situations and data * Critical thinking: Assessing risks and benefits logically * Adaptability: Adjusting strategies based on changing circumstances When applying, please only provide valid information regarding your educational background and certificates, as the original documents will be requested during the hiring process. We look forward to meeting you and learning more about your skills and experience. Join the Wizz Air team and discover the world of opportunities.

(15110) At One&Only, we exist to create joy for our guests through anticipation, creativity, precision, empathy and warmth. We tailor every aspect of our guests' stay to bring their dreams and desires to life. With an atmosphere that's chic but wonderfully unstuffy, and a team who are meticulous but warm, we seek to exceed our guests' expectations at every possible turn. Amidst fragrant pines and glistening peaks, One&Only Moonlight Basin is a glamorous return to simplicity. Fill days cascading down cool waters, unearthing the magic of Yellowstone National park, skiing on world renowned slopes and retreating to floating evergreen spaces. With abundant knowledge and generosity, we anticipate our guest's every need and surpass expectations. Whether we are designing the perfect family day out or arranging a romantic private dinner, we approach everything with imagination to spark a sense of playfulness, discovery and adventure. This is not simply our job, it's our passion. Job Summary Responsible for ensuring that the financial controls, books, records and reports of the Sub Condominium are accurate and up to date; maintain communication with the owners of private residences in relation to their condominium fees, as well as the results of the rental program. Key Duties and Responsibilities * Responsible for the elaboration of detailed budgets, forecast and determination of condominium quotes when need it. * Maintains, protects and guarantees compliance with the contracts established with the Sub-Condominium. * Will oversee and coordinate the owners' assemblies for the approval of budgets, as well as the preparation of the reports that will be shown at the assembly. * This position will be responsible to explain financial differences and to be able to anticipate them and communicate those variances properly and on time to all the stakeholders. * Maintain communication with the developer on issues of residence delivery dates for budget and for billing purposes of the HOA dues, Home Care, Rental statements to the owner in accordance with the legal terms established for each residence. * Invoicing of the condominium dues, home care, rental statement, distribution via email to owners and collection. * Make accurate and updated accounting records of accounts payable, receivable, journal policies. * Is responsible for managing collections of delinquent accounts of homeowners for their HOA dues, Homecare fees and house accounts. * Prepare the closing of the month according to the delivery dates of hotel and Sub-Condominium accounting. * Prepare the financial statements of the Sub-Condominium as required. * Prepare account statements for owners as requested. * Is responsible for completing the closing of the month on time and in a proper way. * Prepare balance sheet reconciliations monthly no later than the 20th day of every month. * Guarantees compliance with all applicable Resort policies and procedures and those applicable to the Sub-Condominium (SOP's). * Prepare payments to suppliers and the ability to negotiate and to execute contracts. * Must be able to maintain good relations with the Resort departments involved in the care of the Sub-Condominium to promote effective internal control. * Is responsible for the adequate supervision, training and administration of the personnel assigned to this position, as well as preparing annual performance evaluations. * Implement the necessary procedures for the proper functioning of the Rental Program as well as the administrative part of the Sub-Condominium. * Determination of payments to owners for the Rent program, accounting record and inform the owner of the results. * Follow up on billing by the owner of the rental program commission, review it and pass it on to programming payments to accounts payable. * Performs the duties of the Financial Controller in his/her absence/leave. * Responsible to execute and monitoring the reserve study to ensure the adequate replacement that guaranty the assets of the homeowners Skills, Experience & Educational Requirements * Minimum of 2 years of experience in the position and in accounting for condominium regime, in luxury or ultra-luxury property. * Knowledge of systems such as Opera, iScala, etc. * Bachelor's degree in public accounting. * Must be able to manage multiple priorities and meet deadlines for the preparation and delivery of budgets as well as for the preparation and delivery of financial statements. * Must have a high degree of professional integrity and be able to work safely, effectively and efficiently. * Deep knowledge of hotel accounting operations. * Ability to concentrate and maintain attention on the performance of tasks despite frequent interruptions, emergencies or crises. * Organized, proactive and focused on meeting priorities in the attention to corporate and owner requirements. Benefits Full-Time Year-Round * Medical insurance - 80% of premium paid by employer * Health Savings Account with $50 employer contribution per pay period * Dental, vision & life insurance - 100% of premium paid by employer * 5 weeks of PTO (Paid Time Off) * 8 paid holidays * Uniform provided & complimentary laundering * Complimentary transportation to/from resort * Complimentary meal per shift * Subsidized housing based on availability * Discounts at F&B outlets on property * 14 nights per year at $100/night* at Kerzner Properties worldwide * Winter season includes complimentary ski pass to Big Sky Resort based on availability OR $225 reimbursement towards gym membership Our brand is expanding faster than ever before. We are investing in the growth of our company, and that means we are committed to investing in you. Join a team that is open-hearted, intuitive, generous, and spontaneous in spirit. We believe in making our guests happy beyond anything they have ever imagined. We wow them at every turn and create memories that will last a lifetime. You will be at the heart of this vision, to constantly innovate to deliver Amazing Experiences and Everlasting Memories.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Bravera Bank is hiring for a Private Banker at Billings, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. POSITION PURPOSE: The Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. Also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on increasing existing customer relationships, MEASURES OF SUCCESS: Develops collaborative partnerships with team members, Wealth and Insurance to best serve clients. Executes strategies to build and foster relationships with clients through proactive outreach and follow up, improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc. Contributes to the bank's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. DUTIES & RESPONSIBILITIES: Assists in the design, development and delivery of solutions that meet the customer's balance sheet management needs while providing expert service and highly personalized interaction. Ensure that active top clients are being identified and actively communicated with Day to day duties and responsibilities may differ from banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers and customer's needs. Connects customers across all lines of business of Bravera Build effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. (10-30%) New Business Development- Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace Independently write and present professional quality proposals and respond to formal requests for proposals. (30-50%) Retention and Maintenance of Existing Customers- Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives. Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas. Ensure understanding and compliance with all Bank regulations, policies and procedures. (30-50%) Collaboration with Insurance, Wealth and Digital - Provide information to internal partners to further enhance the customer experience. Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs. Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs ADDITIONAL RESPONSIBILITIES: Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific customer issues and queries, and assistance with operational processes. Performs sales and service support activities to meet customer needs and maintain overall service levels. Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior customer service. Negotiates appropriate and profitable pricing using discretion where required to build a portfolio. Develops rapport and instills confidence with the customer to develop credibility and earn their trust. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. SUPERVISORY RESPONSIBILITIES: None. QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES): Experience using strong business acumen to work with high income/high net worth clients and complex business relationships Well networked in respective market or willingness to develop the network Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration In-depth knowledge of Personal and Commercial credit and non-credit products In-depth sales and customer service skills In-depth business development skills with successful track record Strong knowledge of Private Wealth products and services Ability to lead in-depth planning conversations Expert relationship management skills Experience: Education: Secondary education in Business, Finance, or a related field preferred 5+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Prefer 3-5 years Retail or Business Banking experience; 1-2 years digital banking experience; 1-2 years of business development experience or a combination of Location Billings, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).

HOA Finance Manager - Private Residences The HOA Finance Manager is responsible for the financial integrity, governance, and reporting of a private residential condominium association within a luxury hospitality environment. This role ensures that all financial records, controls, and reports are accurate, compliant, and delivered on time, while maintaining clear and professional communication with homeowners regarding HOA fees, home care services, and rental program performance. The position plays a critical role in supporting owners, boards, developers, and internal stakeholders through disciplined financial management, proactive variance analysis, and transparent reporting. Key Responsibilities Financial Planning & Budget Management Develop detailed annual budgets, forecasts, and condominium fee calculations as required. Ensure compliance with all contractual obligations governing the sub-condominium. Oversee and coordinate owners' assemblies, including preparation and presentation of financial reports and budget approvals. Proactively analyze, anticipate, and clearly communicate financial variances to all relevant stakeholders. Owner, Developer & Stakeholder Relations Maintain ongoing communication with homeowners regarding HOA dues, home care charges, and rental program results. Liaise with the developer on residence delivery timelines for budgeting and billing purposes. Prepare and distribute HOA dues invoices, home care charges, and rental statements via email; oversee collections. Provide owner account statements upon request and respond to financial inquiries with accuracy and professionalism. Accounting & Financial Controls Maintain accurate accounting records, including accounts payable, accounts receivable, and journal entries. Manage the collection of delinquent homeowner accounts for HOA dues, home care fees, and house accounts. Prepare timely month-end closings aligned with hotel and sub-condominium accounting timelines. Produce financial statements for the sub-condominium as required. Complete monthly balance sheet reconciliations no later than the 20th of each month. Ensure full compliance with all applicable policies, procedures, and standard operating practices. Payments, Contracts & Internal Coordination Prepare supplier payments and support contract negotiation and execution. Collaborate closely with internal departments involved in residential services to maintain strong internal controls. Implement and manage administrative and financial procedures for the rental program. Calculate rental program owner payouts, maintain accounting records, and communicate financial results to owners. Review rental program commission billing and coordinate payment processing through accounts payable. Leadership & Governance Supervise, train, and manage assigned finance personnel, including completion of annual performance reviews. Perform Financial Controller duties during absences as required. Execute and monitor reserve studies to ensure adequate funding for asset replacement and long-term protection of homeowner interests. Skills, Experience & EducationRequired Qualifications Minimum 2 years of experience in a similar role, including condominium accounting within a luxury or ultra-luxury environment. Bachelor's degree in Accounting or Public Accounting. Strong knowledge of hospitality and hotel accounting operations. Experience with hospitality financial systems (e.g., Opera, iScala, or similar platforms). Demonstrated ability to manage multiple priorities, meet strict deadlines, and deliver accurate financial reporting. High level of professional integrity with a disciplined, detail-oriented approach. Ability to remain focused and effective in high-pressure or rapidly changing situations. Highly organized, proactive, and owner-service oriented. Salary: $85,000 USD per annum + benefits

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 1400 3rd St NWGreat Falls, MT 59404 Posting End Date: 15 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 7. Services all retail and business deposit accounts, while promoting and selling additional products and services. 8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 15. Maintain complete confidentiality regarding sensitive customer and proprietary information. 16. Must be able to remain in a standing or stationary position 50% of the time. 17. Must occasionally lift 30 pounds. 18. All employees are expected to exemplify and follow our core values. 19. Regular attendance and punctuality when reporting to work. 20. Travel for trade and industry schools and seminars as needed. 21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 23. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: - High School diploma or GED, Etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location:** + 1400 3rd St NWGreat Falls, MT 59404 **Posting End Date:** 15 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506026

Financial Analyst Needed in Big Sky Country!! Under supervision of the Business Lead the Financial Analyst is responsible for analytical, technical, financial and business process support for the Power Plant and its customers and stakeholders. The position will assist with Owner relations, presentations of relevant budget materials, and plant operations' materials. The financial analyst is someone who is naturally curious and focused on continuously improving their technical abilities and understanding of concepts. The financial analyst is responsible for running, maintaining and improving financial models and understanding said model's outputs in order to produce high-quality business outputs. Financial analysts assess the clients' specifications, including budget limitations and timetables, ensuring that the project strategies meet the clients' expectations. They also identify complexities, as well as potential risks, and develop recommendations to mitigate delays and complications on project terms. The financial analyst creates comprehensive reports of their findings and suggestions, including their data analysis and other relevant information to improve business functions and maintain strong relationships with business partners. DUTIES & RESPONSIBILITIES Prepares solutions to moderately complex customer questions and/or requests on the financial and business aspects of the Power Plant. Works with business customers/stakeholders and O&M / engineering staff to accurately translate business requirements into strategic financial and technical goals. Builds knowledge of the organizational processes, customers and stakeholders and understands business processes in order to support the development/improvement of ongoing operations. Assesses plant or support group budgets with the cooperation of plant management. Devises, enters, monitors and supports full budget process for plant accounting and support groups. This includes monthly variance reports with supporting detail and suggestions on forecasting. Solves complex problems; takes a broad perspective to identify innovative solutions and makes use of knowledge of operational standards, guidelines and rules of practice, including any special project work required in support of the requested problem / resolution. Working with internal and external groups to accomplish adequate support of all projects and work to be done. Interprets financial, project and plant data, budget and operational data and can discuss this with management and co-workers to assure the most accurate and efficient financial and business practices are in place. Develops a high level knowledge of Plant Operations, Maintenance and Systems, with abroad understanding of how the Power Plant operates and supports continuous improvement BASIC QUALIFICATIONS: Bachelor's Degree in Business Management or Finance Proficiency in Financial Analysis Tools, MS Office, specifically Excel & PowerPoint PREFERRED QUALIFICATIONS: Proven financial modeling and data analytics experience. Knowledge of corporate information systems and processes. Dual Degree in Business Management/Finance/Accounting Requirements QUALIFICATIONS: Bachelor's Degree in Business Management or Finance Proficiency in Financial Analysis Tools, MS Office, specifically Excel & PowerPoint PREFERRED QUALIFICATIONS: Proven financial modeling and data analytics experience. Knowledge of corporate information systems and processes. Dual Degree in Business Management/Finance/Accounting

Full-time Description Personal Banker Reports To: Retail Operations Supervisor FLSA: Non-Exempt The position of Personal Banker will open and service all types of deposit accounts and offer our products in person, via phone or other electronic communication in accordance with the organization's Mission Statement and Core Values. As a Personal Banker, you will provide exceptional customer service and build relationships with new and existing customers so as to be able to refer them to other team member(s) or department(s) for additional services. You will be expected to provide exceptional customer service to both external customers and internal team members while presenting a positive, get-it-done attitude. The position requires the ability to work within the community to develop business relationships. With time and experience, a Personal Banker will grow the Bank's loan and deposit portfolio through Consumer Lending. The position reports to the Retail Operations Supervisor. Essential Functions Work cooperatively and respectfully in a Team Environment with all Bank Team Members New Accounts Open deposit accounts and related products following procedures for reviewing, approving or denying applications for consumer and business customers Assist with closing accounts as requested by customer or Bank initiated closures; I.E. NSF, fraud, etc. Assist customers with online banking issues. Open, renew or redeem Certificates of Deposit. Assist with opening and servicing Health Savings Accounts (HSA) and Individual Retirement Accounts (IRA). Enter new account data and file maintenance into system. Look for opportunities to offer additional products and services to all customers. Issue Debit Cards, assist with customer inquiries, and research, resolve and maintain Debit card disputes. Complete scanning and/or electronic filing of account documentation daily or as needed. Assist with monthly reports. Assist customers with routine transactions such as address changes or stop payments. Assist customers with safe deposit box needs. Research and resolve customer inquiries. Be familiar with Bank's Online Banking, Merchant capture, Courtesy Pay (overdrafts) program and other services. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Lending: Work with new and existing customers to analyze needs, determine risks and to structure loans (Consumer, Rapid Reserve and Credit Cards). Follow procedures for approval and denial of Consumer Loans, Rapid Reserves and Credit Cards. Analyze financial and credit information. Ensure compliance and disclosure requirements are met. Present loans over-lending limit to appropriate lending officer for approval/authorization. Ensure completeness of proper lien filing. Offer and sell insurance (per license) and other bank products and services to include, but not limited to new accounts, merchant processing, deposit products, and technology enhancements such as online/mobile banking, Business Online Banking, Merchant Capture, etc. Develop and maintain file documentation, working any exceptions related to compliance or missing documentation. Collect delinquent payments, pursue legal remedies when necessary and as authorized by Loan Committee. Assist with collecting money owed for customer whose accounts are closed due to NSF. Look for opportunities to offer additional products and services to all customers. Meet Performance Plan goals within acceptable tolerances. Participate in the Bank's Call Program to develop business. Provide Quality Control feedback in regards to credit files so as to not exceed guidelines. Maintain knowledge of banking products and services. Provide exceptional customer service while maintaining knowledge of Bank policies and procedures, applicable laws and regulations/compliance requirements including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Follow loan policy and lending authority limits with no significant losses due to failure to adhere to Loan Policy. Additional Responsibilities: Must have the flexibility to work the open to close schedule by opening and clearing the bank for employees prior to bank hours and/or closing the bank at the end of the day. Complete required Bank training annually Greet customer and answer incoming phone calls Willing and able to work at any location as needed May be asked to review data input for quality control and scan documents into system Must be willing to complete other duties as assigned Serve as a member on at least one Bank Committee Participate in a minimum of two Heritage Club events annually Participate in two Highlander Cross Country or Track events annually Participate in two community events representing TRB (approved by manager) Skills and Competencies: Prior Banking experience preferred Minimum of one year customer service experience is required Must be Bondable Have or will obtain and maintain required licenses and certifications as necessary for the position Computer proficiency required - ability to use internet, email and Microsoft Office Word and Excel Must be able to conduct oneself in a manner that promotes trust in the individual and our organization Must maintain confidentiality at all times due to the nature of information about customers and transactions High attention to detail and accuracy Self-directed - be able to fulfill the responsibilities of the position with minimal supervision Must be able to prioritize and organize responsibilities to maximize productive results Physical Demands Normal office environment Extended PC viewing, keyboarding with periods of sedentary work May be required to stoop, kneel, stand, walk, talk, hear, reach with hands and arms May be required to occasionally lift/move up to 30 pounds The physical demands notes above are representative of those that must be met by an employee to successfully perform the essential function of the position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Department Enrollment Services-Financial Aid Office Personnel Definition Classified Position, Regular Full-Time Term of Employment 12 months/year, 26 pay periods FLSA Non-exempt Supervision Received The levels of supervision received (chain of command) are: ● Financial Aid Director ● Vice President for Academic Affairs ● President Supervision Exercised None General Statement of Duties Incumbent is under the general direction of the Financial Aid Director and is responsible for assisting the student in a wide range of information, concerns, problems, and instructions related to the Financial Aid area that students encounter while entering and attending college, in maintaining office procedures in accordance to Federal rules and regulations and in supporting and maintenance the filing system for all phases of financial aid, student records, programs and documentation in the Financial Aid Department to accomplish the department and BFCC goals and objectives in accordance with the established BFCC standards and procedures. Specific Area of Duties ● Excellent communication skills, both oral and written; ● Excellent interpersonal skills, ● Ability to work accurately and pay close attention to details; ● Ability to apply critical thinking skills; ability to perform multiple tasks with frequent interruptions, ● Ability to analyze data, forecast, and plan, ● Work under pressure, solve problems, accept and implement change. ● Advise and assist students with financial aid applications and other issues and concerns as they arise; ● Coordinate and work with students and parents on the FAFSA, inform students of missing information, and educate students on other financial aid programs, but are not limited to: Federal Pell Grant, Federal Student Loans, State, local, and institutional scholarships. ● Maintain scholarship listings on the computer and on the bulletin board; provide the most current data available to students; and aid students in uploading photos and documents, brochures, and in scanning and emailing such material, in relation to the scholarship requirements. Work with the BFCC Media Specialist on marketing items and updates to scholarships, emails, FAFSA, disbursement dates, etc. ● Collect and process documentation required for verification of a student's financial aid application in accordance with federal regulations. ● Conduct financial aid informational presentations to special groups as needed. ● Assist with reporting by collecting data for annual reports. ● Keep a daily log of activities. ● Assist in the management of the student's financial aid file; ● Assist in updating financial aid forms, when needed; ● Computer data entry and other related duties as assigned; ● Maintain proper records retention policy and documentation of Financial Aid records and storage; ● Attend training workshops and conferences to learn and stay current on financial aid regulations and processing. ● Work overtime, weekends, evenings during peak processing seasons; ● Perform other duties as assigned by the Financial Aid Director Qualifications Associate degree required in Business, Accounting, Information Systems, Education, or a closely related field. Minimum of two (2) years of experience working in: ● Financial Aid ● Student Services ● Higher Education Administration ● Veterans Services ● Or a comparable regulatory or compliance-based office. Demonstrated experience working with complex procedures, regulations, and confidential student records. Ability to interpret and apply federal financial aid regulations, including but not limited to: ● FAFSA processing ● FERPA compliance ● Title IV programs Strong customer service experience assisting students and their families. Proficiency in computer systems, including student information systems, databases, and Microsoft Office (Word, Excel, Outlook) and Google Systems (Gmail, Docs, Sheets). Position requires a successful background investigation. Knowledge, Skills & Abilities Required Knowledge Required: ● PowerFAids/Jenzabar Program knowledge and training are required. However, if the incumbent lacks this knowledge, training will be provided. ● Proficient in computer knowledge. ● Extensive knowledge of all financial aid programs, rules and regulations, BFCC policies and procedures, and accounting principles. Skills Required: ● Extensive customer service experience. ● Strong writing and verbal communication skills. ● Human relations and presentation skills required. ● Detail-oriented with planning skills. ● Keyboarding and a functional knowledge of word processing, spreadsheets, data entry, and database management. ● Mathematical skills to make calculations and reconcile records. ● Good problem-solving skills. ● Computer skills (data entry, document imaging, and word processing) required. ● Excellent organizational skills. Abilities Required: ● Ability to maintain accurate records and convey complex technical information to students, staff, and the public. ● Ability to operate electronic, photocopier, or other standard office machines. ● Ability to maintain complex filing systems and records. ● Ability to work independently and as a team member, use judgment and discretion, prioritize work and meet deadlines, and be accurate and attentive to details. Complexity This position requires extensive knowledge of the principles, techniques, and ethics, particularly in working with Native Americans and in Adult and Higher Education. Personal Contacts Has contact with BFCC personnel in all departments, students, community, and state and federal programs staff, and other related entities and persons that are necessary to contact to conduct the day-to-day business operations of the Financial Aid Department. Physical Demands Work is performed in a typical office environment. Duties require extensive use of computers and office equipment. The noise level in the work environment is usually quiet. Typical office work demands apply; walking, standing, and desk sitting are required. Some lifting will be required (i.e., books, office equipment, and other miscellaneous materials). Guidelines This position will be guided by: ● Position Description ● Employee Contract ● BFCC Policies and Procedures Manual ● BFCC Catalog ● All applicable tribal, federal, and special policies, laws, rules, and regulations applied.

Job Description HOA Finance Manager - Private Residences The HOA Finance Manager is responsible for the financial integrity, governance, and reporting of a private residential condominium association within a luxury hospitality environment. This role ensures that all financial records, controls, and reports are accurate, compliant, and delivered on time, while maintaining clear and professional communication with homeowners regarding HOA fees, home care services, and rental program performance. The position plays a critical role in supporting owners, boards, developers, and internal stakeholders through disciplined financial management, proactive variance analysis, and transparent reporting. Key Responsibilities Financial Planning & Budget Management Develop detailed annual budgets, forecasts, and condominium fee calculations as required. Ensure compliance with all contractual obligations governing the sub-condominium. Oversee and coordinate owners' assemblies, including preparation and presentation of financial reports and budget approvals. Proactively analyze, anticipate, and clearly communicate financial variances to all relevant stakeholders. Owner, Developer & Stakeholder Relations Maintain ongoing communication with homeowners regarding HOA dues, home care charges, and rental program results. Liaise with the developer on residence delivery timelines for budgeting and billing purposes. Prepare and distribute HOA dues invoices, home care charges, and rental statements via email; oversee collections. Provide owner account statements upon request and respond to financial inquiries with accuracy and professionalism. Accounting & Financial Controls Maintain accurate accounting records, including accounts payable, accounts receivable, and journal entries. Manage the collection of delinquent homeowner accounts for HOA dues, home care fees, and house accounts. Prepare timely month-end closings aligned with hotel and sub-condominium accounting timelines. Produce financial statements for the sub-condominium as required. Complete monthly balance sheet reconciliations no later than the 20th of each month. Ensure full compliance with all applicable policies, procedures, and standard operating practices. Payments, Contracts & Internal Coordination Prepare supplier payments and support contract negotiation and execution. Collaborate closely with internal departments involved in residential services to maintain strong internal controls. Implement and manage administrative and financial procedures for the rental program. Calculate rental program owner payouts, maintain accounting records, and communicate financial results to owners. Review rental program commission billing and coordinate payment processing through accounts payable. Leadership & Governance Supervise, train, and manage assigned finance personnel, including completion of annual performance reviews. Perform Financial Controller duties during absences as required. Execute and monitor reserve studies to ensure adequate funding for asset replacement and long-term protection of homeowner interests. Skills, Experience & EducationRequired Qualifications Minimum 2 years of experience in a similar role, including condominium accounting within a luxury or ultra-luxury environment. Bachelor's degree in Accounting or Public Accounting. Strong knowledge of hospitality and hotel accounting operations. Experience with hospitality financial systems (e.g., Opera, iScala, or similar platforms). Demonstrated ability to manage multiple priorities, meet strict deadlines, and deliver accurate financial reporting. High level of professional integrity with a disciplined, detail-oriented approach. Ability to remain focused and effective in high-pressure or rapidly changing situations. Highly organized, proactive, and owner-service oriented. Salary: $85,000 USD per annum + benefits

This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 7. Services all retail and business deposit accounts, while promoting and selling additional products and services. 8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 15. Maintain complete confidentiality regarding sensitive customer and proprietary information. 16. Must be able to remain in a standing or stationary position 50% of the time. 17. Must occasionally lift 30 pounds. 18. All employees are expected to exemplify and follow our core values. 19. Regular attendance and punctuality when reporting to work. 20. Travel for trade and industry schools and seminars as needed. 21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 23. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: - High School diploma or GED, Etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

Job Description Department Enrollment Services-Financial Aid Office Personnel Definition Classified Position, Regular Full-Time Term of Employment 12 months/year, 26 pay periods FLSA Non-exempt Supervision Received The levels of supervision received (chain of command) are: ● Financial Aid Director ● Vice President for Academic Affairs ● President Supervision Exercised None General Statement of Duties Incumbent is under the general direction of the Financial Aid Director and is responsible for assisting the student in a wide range of information, concerns, problems, and instructions related to the Financial Aid area that students encounter while entering and attending college, in maintaining office procedures in accordance to Federal rules and regulations and in supporting and maintenance the filing system for all phases of financial aid, student records, programs and documentation in the Financial Aid Department to accomplish the department and BFCC goals and objectives in accordance with the established BFCC standards and procedures. Specific Area of Duties ● Excellent communication skills, both oral and written; ● Excellent interpersonal skills, ● Ability to work accurately and pay close attention to details; ● Ability to apply critical thinking skills; ability to perform multiple tasks with frequent interruptions, ● Ability to analyze data, forecast, and plan, ● Work under pressure, solve problems, accept and implement change. ● Advise and assist students with financial aid applications and other issues and concerns as they arise; ● Coordinate and work with students and parents on the FAFSA, inform students of missing information, and educate students on other financial aid programs, but are not limited to: Federal Pell Grant, Federal Student Loans, State, local, and institutional scholarships. ● Maintain scholarship listings on the computer and on the bulletin board; provide the most current data available to students; and aid students in uploading photos and documents, brochures, and in scanning and emailing such material, in relation to the scholarship requirements. Work with the BFCC Media Specialist on marketing items and updates to scholarships, emails, FAFSA, disbursement dates, etc. ● Collect and process documentation required for verification of a student's financial aid application in accordance with federal regulations. ● Conduct financial aid informational presentations to special groups as needed. ● Assist with reporting by collecting data for annual reports. ● Keep a daily log of activities. ● Assist in the management of the student's financial aid file; ● Assist in updating financial aid forms, when needed; ● Computer data entry and other related duties as assigned; ● Maintain proper records retention policy and documentation of Financial Aid records and storage; ● Attend training workshops and conferences to learn and stay current on financial aid regulations and processing. ● Work overtime, weekends, evenings during peak processing seasons; ● Perform other duties as assigned by the Financial Aid Director Qualifications Associate degree required in Business, Accounting, Information Systems, Education, or a closely related field. Minimum of two (2) years of experience working in: ● Financial Aid ● Student Services ● Higher Education Administration ● Veterans Services ● Or a comparable regulatory or compliance-based office. Demonstrated experience working with complex procedures, regulations, and confidential student records. Ability to interpret and apply federal financial aid regulations, including but not limited to: ● FAFSA processing ● FERPA compliance ● Title IV programs Strong customer service experience assisting students and their families. Proficiency in computer systems, including student information systems, databases, and Microsoft Office (Word, Excel, Outlook) and Google Systems (Gmail, Docs, Sheets). Position requires a successful background investigation. Knowledge, Skills & Abilities Required Knowledge Required: ● PowerFAids/Jenzabar Program knowledge and training are required. However, if the incumbent lacks this knowledge, training will be provided. ● Proficient in computer knowledge. ● Extensive knowledge of all financial aid programs, rules and regulations, BFCC policies and procedures, and accounting principles. Skills Required: ● Extensive customer service experience. ● Strong writing and verbal communication skills. ● Human relations and presentation skills required. ● Detail-oriented with planning skills. ● Keyboarding and a functional knowledge of word processing, spreadsheets, data entry, and database management. ● Mathematical skills to make calculations and reconcile records. ● Good problem-solving skills. ● Computer skills (data entry, document imaging, and word processing) required. ● Excellent organizational skills. Abilities Required: ● Ability to maintain accurate records and convey complex technical information to students, staff, and the public. ● Ability to operate electronic, photocopier, or other standard office machines. ● Ability to maintain complex filing systems and records. ● Ability to work independently and as a team member, use judgment and discretion, prioritize work and meet deadlines, and be accurate and attentive to details. Complexity This position requires extensive knowledge of the principles, techniques, and ethics, particularly in working with Native Americans and in Adult and Higher Education. Personal Contacts Has contact with BFCC personnel in all departments, students, community, and state and federal programs staff, and other related entities and persons that are necessary to contact to conduct the day-to-day business operations of the Financial Aid Department. Physical Demands Work is performed in a typical office environment. Duties require extensive use of computers and office equipment. The noise level in the work environment is usually quiet. Typical office work demands apply; walking, standing, and desk sitting are required. Some lifting will be required (i.e., books, office equipment, and other miscellaneous materials). Guidelines This position will be guided by: ● Position Description ● Employee Contract ● BFCC Policies and Procedures Manual ● BFCC Catalog ● All applicable tribal, federal, and special policies, laws, rules, and regulations applied.