Finance Associate Jobs in Kirkland, NY

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. We are looking for an Equity Trader / Specialist to responsible for the placing of all stock orders received from the representatives. The position is responsible for providing representatives with market information such as stock quotes, volume information, and symbols. Location: This position may be done HYBRID out of one the following home office locations: * Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, Houston, TX 77079 * San Diego, CA: 10150 Meanley Drive, San Diego 92131 * Syracuse, NY: 100 Madison Street, Syracuse 13202 The anticipated annual base salary range for this position is $40,000 to $60,000. Exact compensation may vary based on skills, experience, and location. What you will do: * Take stock trades in a professional and helpful manner. * Provide current market information, and stock quotes to advisors. * Review intraday trading notifications for possible trade problems such as wrong commission amount, dropped orders, duplicated orders. * Check firm accounts at the end of the day, and ensure each account is flat. * Assist advisors with historical pricing of equity securities. * Request pricing on un-priced securities. * Correct equity and corporate action trade errors, and complete error report. * Investigate short positions. * Notify advisors of expiring GTC orders. * Review daily option contract adjustments and notify clients/advisors contract adjustments. * Send letters to advisors and their clients when adjustments have been made to open GTC orders due to corporate actions. * Run concentration report monthly, and forward to Compliance Manager. * Complete the time & sales portion of the OATS report on a daily basis. * Compile a daily equity trade blotter. * Back-up UIT and Fixed Income Traders. What you will process * Execute Pershing equity trades on the Pershing system or with appropriate Pershing trader. * Review and process all brokerage equity and option trade approvals. * Process equity cancel rebills. * Process Pershing short rebate report. * Process all equity corporate actions instructions. * Process cashless exercises for employee stock options. * Processing request to link annuities to Pershing accounts. * Contact advisors on option assignments to determine commission, and if applicable update the trade. * Process Portfolio Evaluation System (PES) and Special Product Inclusion Accounts (SPIA) set up and updates. * Process Cost Basis Adjustments requests. What you bring: Must Haves+++ * FINRA Series 7 * Strong computer skills including Microsoft Office (Excel, Word, Outlook) are a must as well as strong multi-tasking skills. * Quick problem solving and prioritizing is essential. * Strong oral and written communication skills. Ability to communicate, both written and orally, clearly with reps, customers, and other staff. * Strong attention to detail, including the ability to identify risk and when existing controls are not sufficient. * Ability to adapt and work well within a fast-paced environment. * Self-motivated, with the ability to multi-task on a variety of projects Preferred+++ * Bachelor's degree in business, finance, or related field preferred. * Two years' experience on a trading desk Why work at Atria? In addition to a competitive salary, we provide a full benefits package that includes: * Medical insurance * Dental insurance * Prescription drug benefits * Vision insurance * Retirement savings 401(k) plan with matching * Paid time off * Paid holidays * Critical illness insurance * Veterinary pet insurance * Employee assistance program * Life insurance * Short & long-term disability insurance * Legal plan Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit ******************** Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are 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. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time. It's time for the next step in your career. Apply now.

Saab, Inc. is looking for a Finance Manager supporting their Surveillance Systems division to join the organization. This position will report directly to the Surveillance Controller. Responsibilities will include, but are not limited to: * Provide financial guidance and control as a financial reviewer of the business * Participate and lead in core business process improvements and investment cases as appropriate * Create and oversee processes and cadence of tracking financial status of projects; providing early warning of issues, identifying areas for improvement, and quantifying impact to results to Business Controller and business stakeholders * Centralize and standardize accounting and finance processes across Surveillance Systems division * Automate and streamline accounting and finance processes and related internal controls * Address source data quality issues and provide guidance and resolution * Work closely with the Surveillance Controller to build and execute strategic, financial and operational goals for the organization * Accurately prepare, package, report, and present financial results * Serve as a subject matter expert in complex accounting topics such as revenue recognition, business combinations, warranty reserves and other key concepts * Monitor cash flow and create key performance indicators and metrics * Manage internal controls and resulting internal audits * Ensure income statement and balance sheets for division are properly stated and are consistent with US GAAP and IFRS standards * Ensure business and contract compliance with applicable FAR, DFARS and CAS regulations * Other ad hoc projects as needed Compensation Range: $120,800-$157,000 The compensation range provided is a general guideline. When extending an offer, Saab, Inc. considers factors including (but not limited to) the role and associated responsibilities, location, and market and business considerations, as well as the candidate's work experience, key skills, and education/training. Skills and Experience: * BS in Business Administration (MBA or CPA preferred) with concentrations in Accounting or Finance * 8+ years of corporate finance experience with at least 5 years experience in the U.S. Government Aerospace & Defense industry * Strong U.S. Government Contracting experience including familiarity with FAR, DFARS and CAS rules and regulations * Experience recommending, leading and implementing change within the Finance domain including process improvements, re-organizations, changes to rate structures, new tools and systems and integration of new businesses * Experience working with business leadership to recommend and analyze strategic business decisions * Willingness to travel internationally Required: * Expert in Microsoft Excel and PowerPoint with the ability to report, convey and communicate complex financial decisions and analysis * Ability to interface and work with various leaders from cross functional teams and work effectively with various levels of the organization including the CEO and CFO * Ability to adapt Finance organization to satisfy the needs and requirements of a growing business * Expert knowledge of US GAAP, IFRS and other general accounting rules and principles; ability to recommend and implement best practices while adapting to rules changes * Strong analytical and communication skills with the ability to multi-task, set priorities and delegate * Strong attention to detail and accuracy with sophisticated, timely, relevant analysis * Ability to stay abreast of latest industry and technology trends and advocate for as well as implement best practices * Ability to create and explain financial results for business managers and identify reasons for variances as well as corrective actions; seek out and provide advance warnings of risks and opportunities Desired: * Familiarity of Oracle ERP systems and/or Hyperion Financial Management system (or other ERP and consolidation systems) with the ability to extract data, organize data and maintain accurate databases Citizenship Requirements: Must be a U.S. citizen, Permanent Resident (green card holder), or protected individual as defined by 8 U.S.C. 1324b(a)(3). Drug-Free Workplaces: Saab is a federal government contractor and adheres to policies and programs necessary for sustaining drug-free workplaces. As a condition of employment, candidates will be required to pass a pre-employment drug screen. Benefits: Saab provides an excellent working environment offering professional growth opportunities, competitive wages, work-life balance, business-casual atmosphere and comprehensive benefits: * Medical, vision and dental insurance for employees and dependents * Paid time off including: minimum of 3 weeks vacation, 5 floating holidays, 8 designated holidays, parental leave, personal illness, bereavement, jury duty, long-term and short-term disability * 401(k) with immediate vesting on employer match * Tuition assistance * Student loan assistance * Wellness account, Care.com subscription and employee assistance programs * Employee stock purchase program with employer match About Us: Saab is a leading defense and security company with an enduring mission, to help nations keep their people and society safe. Empowered by its 19,000 talented people, Saab constantly pushes the boundaries of technology to create a safer, more sustainable and more equitable world. In the U.S., Saab delivers advanced technology and systems, supporting the U.S. Armed Forces and the Federal Aviation Administration, as well as international and commercial partners. Headquartered in Syracuse, New York, the company has business units and local employees in eight U.S. locations. Saab is a company where we see diversity as an asset and offer unlimited opportunities for advancing in your career. We are also a company that respects each person's needs and encourage employees to lead a balanced, rewarding life beyond work. Saab values diversity and is an Equal Opportunity/ Affirmative Action employer. All qualified individuals are encouraged to apply and will be considered for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, age, veteran, disability status, or any other federal, state, or locally protected category.

Financial Wellness Associate page is loaded **Financial Wellness Associate** **Financial Wellness Associate** locations Homer, NY time type Full time posted on Posted 5 Days Ago time left to apply End Date: February 4, 2025 (30+ days left to apply) job requisition idR-28960 **Location:** 25 S Main Street - Homer, New York 13077**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to identify and resolve more complex client servicing issues. * Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. * Consistently attains individual activity, behavior, and outcome expectations. * Participate in and occasionally facilitate morning huddles and end of day debriefs. * Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. * Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. * Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. **Education Qualifications** * High School Diploma GED, or equivalent business experience (required) **Experience Qualifications** * Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash handling. (required) * General understanding of PC with Windows based applications and calculator. (required) * Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) **Licenses and Certifications** * Notary License (preferred) **Tactical Skills** * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions. * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). * Strong work ethic and high level of integrity. * Excellent Time management skills. **Personal Skills** * Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions * Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals * Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process * Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes * Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity **Practical Skills** * Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes * Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively * Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures * Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients * Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement **Core Competencies** All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. **Physical Demands** * Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. **Driving Requirements** * Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 to $27.40 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/04/2025KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability , veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\_********************** .

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commercial banking requirements by focusing: a) origination efforts to quire new clients; b) cross-sell to existing client base; c) coverage efforts to service clients in accordance to the segment CVP Job Description To support the Relationship Executive with the day-to-day administrative functions, portfolio management, entrenchment, and operational functions for an allocated Growth portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central contact point for the client, providing sales and service fulfilment aligned to segment targets. Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and executing of client requirements. Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis. Risk Management: Ensure that portfolio meets the required risk management standards. Qualifications Minimum Qualification NQF6 (FAIS recognised). Experience Required 3-4 years previous experience as an account analyst or similar position to gain exposure to lending principles and customer service. Business banking experience will be advantageous. Behavioural Competencies: Adopting Practical Approaches. Articulating Information. Checking Details. Coordinating People. Embracing Change. Technical Competencies: Customer Acceptance & Review (Business Banking). Financial Statements Analysis and Interpretation. Product Knowledge (Business Banking). Risk Identification. Risk Management and Mitigation. Education Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required) Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank. Absa Bank Limited reserves the right not to make an appointment to the post as advertised

JobID: 210571955 JobSchedule: Full time JobShift: Base Pay/Salary: Liverpool,NY $20.00-$25.48 You have an obsession 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 * 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: *********************************************************************

* Syracuse * Management & Professional * Full-time * Opening on: Nov 13 2024 * Upstate Univ Med Assoc @ Syr * MedBest * Financial Analyst, L3 * 82946 * N/A Job Summary: This is a full-time in-office position. The individual in this role must be organized, detail-oriented and have a strong ability to communicate both verbally and in writing. The Financial Analyst is responsible for preparing, analyzing, and monitoring the organization's financial data. This position will complete the day-to-day operations of accounts payable and accounts receivable, provide technical accounting, analysis, and support to the Financial Planning Manager and Principal Financial Officer. Key position responsibilities include financial accounting analysis, budget reporting analysis, audit reporting analysis, and special projects as needed. Main responsibilities: * Analyze financial transactions to ensure compliance with internal controls and Generally Accepted Accounting Principles. * Performs routine accounting activities such as maintenance of the general ledger, accounts payable, accounts receivable, posting of journal entries and preparation of various accounting statements and financial reports. * Responsible for various financial functions such as budgeting, auditing, forecasting, reconciliation, and analysis. * Assist with internal and external audits by providing supporting documentation and responding to auditors requests. * Uses accounting and financial procedures in resolving problems and preparing recommendations and reports as needed. * Performs any other assignments as needed. Minimum Qualifications: Bachelor's degree in Finance, Business, Mathematics, or a related field as well as two or more years of relevant finance or accounting experience, preferably in a healthcare environment. Will consider an equivalent combination of education and experience. Knowledge, Skills, Abilities Required: * Have a thorough understanding of accounting procedures and Generally Accepted Accounting Principles. * Experience in Microsoft Office (Excel, Word, Outlook, Access) with an emphasis on advanced knowledge and application of Excel with ability to develop effective spreadsheets. * Working knowledge of financial statements, general ledger and other information systems and report writers. * Ability to work effectively and independently managing multiple tasks. * Excellent written and verbal communicate skills. * Analytical and problem-solving skills with the ability to manipulate and understand complex information. * Effective organizational and time management skills with proven ability to meet deadlines. Preferred Qualifications: Knowledge of Access is helpful but not required. Work Days: Monday - Friday 8:30 am - 5:00 pm Message to Applicants: Our benefits package includes health, dental and vision insurance, eligibility for employer 401k funding after 1 year (3% quarterly/5% annual on vesting schedule), tuition reimbursement, generous paid time off, including vacation and personal time, paid sick leave, holidays and floating holidays. L3: $60,265 - $100,255 *Please note the salary information shown is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as internal equity, market and business considerations. The salary range depicted is based on full time, 1.0 FTE and would be prorated accordingly for less than 1.0 FTE.* Recruitment Office: MedBest Medical Management Department of Emergency Medicine is seeking a part time Administrative Specialist

To support the mission of Helio Health, the Finance Specialist provides accounting support to the Accounting Manager and finance department by supporting the fiscal data entry and reporting needs of the organization. Candidates experienced with Accounts Payable (A/P), Accounts Receivable (A/R), handling cash receipts and deposits are all welcome to apply! In addition to Helio Health's comprehensive benefits package, this position is eligible for a Sign-On Incentive up to $1,500! Pay Rate: $25.00 - $28.84/hr Responsibilities Prepare all invoices for entry into accounting system, including obtaining the appropriate approval and supporting documentation for each invoice, and process in a timely manner. Prepare Operating and PNA aged payables for review and approval of Vice President of Finance and Operations, CFO and/or President/CEO weekly. Process, distribute and void checks on a weekly basis for Helio Health, Inc. main operating account and PNA account. This includes processing online vendor payments. Maintain Purchase Order log. Reconcile vendor statements monthly. Reconcile Petty Cash monthly, or more often if needed. Maintain Sales Tax and Gas Tax spreadsheets for quarterly submission to NYS. Organize and expedite the flow of accounting information to and from other departments. Maintain relationship with vendors, address issues and answer questions. Maintain Accounts Payable files, both current and historical. All other duties as assigned, which include but are not limited to: Budget entry into accounting system Maintain FTE spreadsheets monthly Manage Receipt books Ordering supplies for Finance Process 1099s (annually) Maintain Operating lease schedule Backup functions for Finance and Contract Specialist Qualifications Associate's Degree preferred, High School Diploma or GED required 1-2 years of Accounts Payable or related accounting/finance experience necessary Knowledge of basic accounting principles Excellent organizational and attention to detail skills Knowledge of grants/non-profit funding mechanisms Our Comprehensive Employee Benefits Package Includes: Health insurance including dental and vision for employees and families. Paid Vacation and Sick leave - No Waiting Period for accruals. Paid holidays, including a floating birthday holiday. 401(k) plan with up to 5% company match. Company paid short-term disability insurance. Company sponsored life insurance. Employee Assistance Program (EAP). Helio Health provides equal opportunity to all employees and applicants for employment, without regard to race, creed, color, sex (including pregnancy, gender identity and sexual orientation), parental status, religion, national origin, citizenship, status as a victim of domestic violence, age, military or veteran status, handicap or disability, family medical history or predisposing genetic characteristics or carrier status, marital status, family status, political affiliation, felony conviction record, status as a victim of a crime, or status as an employee who has complained about discrimination, filed a charge of discrimination, or participated in an employment discrimination investigation or lawsuit, or any other categories, status or activity protected by federal, state or local law. Salary and hourly compensation ranges are provided in accordance with NYS law and are based on Helio Health's good faith belief of what is accurate at the time of posting. Salary and hourly compensation offers are based on candidate's education level and experience relevant to the position and also take into account information provided by the hiring manager and program.

This is a full-time in-office position. The individual in this role must be organized, detail-oriented and have a strong ability to communicate both verbally and in writing. The Financial Analyst is responsible for preparing, analyzing, and monitoring the organization's financial data. This position will complete the day-to-day operations of accounts payable and accounts receivable, provide technical accounting, analysis, and support to the Financial Planning Manager and Principal Financial Officer. Key position responsibilities include financial accounting analysis, budget reporting analysis, audit reporting analysis, and special projects as needed. Main responsibilities: + Analyze financial transactions to ensure compliance with internal controls and Generally Accepted Accounting Principles. + Performs routine accounting activities such as maintenance of the general ledger, accounts payable, accounts receivable, posting of journal entries and preparation of various accounting statements and financial reports. + Responsible for various financial functions such as budgeting, auditing, forecasting, reconciliation, and analysis. + Assist with internal and external audits by providing supporting documentation and responding to auditors requests. + Uses accounting and financial procedures in resolving problems and preparing recommendations and reports as needed. + Performs any other assignments as needed. Minimum Qualifications: Bachelor's degree in Finance, Business, Mathematics, or a related field as well as two or more years of relevant finance or accounting experience, preferably in a healthcare environment. Will consider an equivalent combination of education and experience. Knowledge, Skills, Abilities Required: + Have a thorough understanding of accounting procedures and Generally Accepted Accounting Principles. + Experience in Microsoft Office (Excel, Word, Outlook, Access) with an emphasis on advanced knowledge and application of Excel with ability to develop effective spreadsheets. + Working knowledge of financial statements, general ledger and other information systems and report writers. + Ability to work effectively and independently managing multiple tasks. + Excellent written and verbal communicate skills. + Analytical and problem-solving skills with the ability to manipulate and understand complex information. + Effective organizational and time management skills with proven ability to meet deadlines. Preferred Qualifications: Knowledge of Access is helpful but not required. Work Days: Monday - Friday 8:30 am - 5:00 pm Message to Applicants: Our benefits package includes health, dental and vision insurance, eligibility for employer 401k funding after 1 year (3% quarterly/5% annual on vesting schedule), tuition reimbursement, generous paid time off, including vacation and personal time, paid sick leave, holidays and floating holidays. L3: $60,265 - $100,255 Please note the salary information shown is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as internal equity, market and business considerations. The salary range depicted is based on full time, 1.0 FTE and would be prorated accordingly for less than 1.0 FTE. Recruitment Office: MedBest Medical Management

Job Title: Patient Financial Coordinator Reports to: Financial Supervisor FLSA Status: Non-Exempt Summary: CNY Fertility Center is seeking applicants for the position of Financial Coordinator. The successful candidate must be highly motivated, detail-oriented and possess excellent communication and interpersonal skills. Candidates must have a strong ability to multi-task and an understanding of health insurance terms. Experience working in a medical setting and EMR preferred. This position involves weekend and holiday rotations. Applicants with permanent residence or US citizenship are welcomed to apply. Duties and Responsibilities: Maintain insurance benefits Obtain medication and treatment authorization from insurance carriers Provide self-pay pricing Issue financial contracts Handle referrals to other office Maintain confidentiality of information Answers the telephone warmly and greets callers in a pleasant and professional manner Qualifications: To perform this job successfully, an individual must be able to perform each essential duty 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 the essential functions. Education/Experience: High school diploma or general education degree (GED); or experience working in medical setting. Language Ability: Ability to read and interpret documents such as patient contracts.Ability to write routine reports and correspondence. Ability to speak effectively withpatientsor employees of organization. Math Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Office; internet software and proprietary software. EMR preferred Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands: The Financial coordinator will have to spend long hours sitting and using office equipment and computers, which can cause muscle strain. The Financial Coordinator may also have to do some light lifting of supplies and materials from time to time.

Please, review and apply for this position through the QCI system following the link below (Copy and Paste): http://jobs.qcitech.com/jobseeker/_Health_Care_Financial_Bookkeeper_Analyst_J02155551.aspx *You can apply through Indeed using mobile devices with this link. Additional Information

Full-time Description Who We Are: Seneca Savings is a local bank that's been devoted to the Central NY community for 95 years. As a community bank we are dedicated to exceeding expectations by offering big bank technology with a personal touch. Our Company is dedicated to fostering growth, enabling success, and uplifting the community by guiding all stakeholders toward achieving their financial aspirations. Today, Seneca Savings operates in five branches located in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius. Become part of our innovative team that prides itself on providing an extraordinary customer and employee experience, enhancing our communities and making a difference each and every day. Job Summary: The Digital Banking Specialist will develop a mastery of day-to-day department functions, including maintenance and report review, while specializing in our Online Retail and Business Online Banking platforms, including our mobile app. This position supports our customers and the digital growth of the bank. General responsibilities may include, but are not limited to customer profile maintenance, reconcilements, research, troubleshooting, and vendor relations. Essential Job Duties and Responsibilities: (Additional duties as assigned) Learns and masters the diverse functions of our Retail and Business Online Banking Platforms, including Mobile Banking, Bill Pay, Mobile Deposit and P2P Transactions and the Debit Card platform. Performs research, data entry, maintenance, troubleshooting, transaction tracking, and reconciliation reporting. Provides exceptional customer service to our internal and external customers of the bank. Makes referrals to areas in the bank when needs are identified. Takes initiative to resolve any issues as they arise. Handles general telephone, email and other inquiries from customers and co-workers. Identifies and escalates customer/system issues as required, partnering with multiple vendors and other departments. Cross trains and serves as a back-up in other areas as required. Identifies opportunities to innovate and process improve with the customer top of mind. Processes incoming mail including deposits and payments. Reviews essential reports including and not limited to address changes. Supervisory Responsibilities: The Digital Banking Specialist has no direct supervisory responsibilities. Required Experience and Education: High School Diploma or GED Two to five years similar or relatable experience is a plus but not required. Must have pleasant, personable, and professional relationship skills for customer contact. Professional image Must work well with others as a team player. Must effectively use technology to perform daily activities and service customers. Must have effective verbal and written communication skills. Must have the ability to work successfully in a team environment and collaborate with team members to complete department functions effectively. Maintain a level of discretion and confidentiality while dealing with sensitive customer information. Must be reliable and able and flexible on short notice. Equipment, Machines and Software Used: Basic Equipment and Machinery : Basic personal computer skills that include the ability to send/receive e-mail messages, post information to a database or spreadsheet, and perform basic word processing, bookkeeping, and/or data entry. Ability to create spreadsheets, graphics, and reports using standard software applications. Ability to operate a computer, printer, scanner, copier, facsimile machine, telephone, adding machine, postage meter and calculator. Computer Software: Ability to utilize word-processing, excel spreadsheet and Adobe Acrobat with the willingness to learn new software, as necessary. Physical and Mental Requirements: While performing the duties of this position, the Digital Banking Specialist is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. The physical requirements of this position call for the ability to lift, move, push, pull, or otherwise exert up to 10-50 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing accounting duties, using a computer terminal, and/or extensive reading. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Benefits: Paid Time Off Medical, Dental and Vision Insurance Short-Term and Long-Term Disability Insurance Accident Insurance Flexible Spending and Health Savings Accounts Company Paid Life Insurance 401k with Matching (5%) Employee Stock Option Plan Tuition Reimbursement Opportunities For Advancement The base pay range for this position is $19.00 - $23.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience. Salary Description $19.00 - $23.00 per hour

> > Community Banker-Utica Community Banker-Utica • 920 Retail Job Type Full-time Description **TITLE:** Community Banker **JOB FAMILY:** Community Bankers **DEPARTMENT:** Retail Banking **PAY GRADE & FLSA:** 3; Non-exempt The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. **ESSENTIAL FUNCTIONS:** * Process client transactions in a professional and efficient manner while following established policies and procedures. * Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. * Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. * Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. * Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. * Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. * Balance cash vault according to established procedures. * Process requests for foreign currency transactions. * Identify potential fraud accounts and take appropriate action to prevent loss. * Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. * Follow all established procedures to ensure compliance with federal regulations. * Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. * Actively promote banking products and services to the community. * Answer client questions, address client concerns, and provide resolutions to inquiries. * May quote client deposit rates. * Collaborate with other team members to ensure a positive banking experience for all clients. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Assist with client outreach and demonstrate support for company culture. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission and vision. **QUALIFICATIONS:** * High school diploma or equivalent required. * Previous banking, client service, or related field with cash handling experience. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Strong interpersonal and written communication capabilities. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. **WORKING CONDITIONS:** * Duties are performed in a professional office environment. * Requires travel to other bank locations. * Availability to work on Saturdays. * Overtime may be required. * Extended periods of standing and ability to lift fifty pounds. *At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.* *QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.* *It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.*

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

1 Member Way, 1 Member Way, Syracuse, New York, United States of America Req #1723 Wednesday, October 23, 2024 **Empower FCU Purpose:** At every stage of life, positively impact members by providing affordable financial services. **Empower FCU Core Values:** Fairness, Integrity & Honesty **Empower FCU Strategic Pillars:** * World-Class Employee Experience * Best-In-Class Member Experience * Growth for Impact * Shared Value in the Community **Empower Federal Credit Union offers excellent benefits including... Medical and Dental Insurance, 401K with Employer Match, Holiday Pay, Paid Time Off and more!** **A World-Class Employee Experience** : We are at our best when we are developing genuine relationships, looking out for one another, freely and honestly sharing information, and working together. We succeed when we rise above our departments, roles, and individual interests to come together, to move forward together. Each of us plays a crucial role in creating a positive work environment and we encourage all our employees to actively contribute to embracing Empower's values and supporting those around you. **Be Yourself, Belong with Empower** : The strength of Empower is in the unique backgrounds, voices, talents, & experiences of each person. With a culture of belonging, we enable teamwork, spark innovation, and fuel success. **Please note: All candidates will be subject to a credit and background check to determine employment eligibility.** **Role:** The Financial Analyst assists in preparing the annual budget and quarterly rolling forecasts for the credit union and its CUSO. This role involves designing, developing, and preparing monthly, quarterly, and annual financial analyses to compare performance against budgets and forecasts. The analyst collaborates with various departments to understand trends impacting the organization, identifies key trends, evaluates risks and opportunities, and supports the Senior Financial Analyst in business performance monitoring, including peer comparisons and reporting. Additionally, the Financial Analyst aids the Manager FRP&A, VP Controller, and SVP/CFO with report analysis, trend analytics, and supports the monthly accounting close process as needed. **Location:** Our headquarters are based in Syracuse, NY. We work in a Hybrid Model requiring a minimum of 5 days in office per month. **Essential Functions & Responsibilities:** 25% Financial Planning & Forecasting: - Oversee financial planning and forecasting activities, including designing and analyzing budgets and forecasts. - Recommend actionable strategies to enhance performance and mitigate risks and opportunities. 20% Budget Preparation & Analysis: - Develop and analyze consolidated budgets and forecasts. - Examine trends in revenue, expenses, and capital expenditures to provide insights and recommendations. 20% Quarterly Forecasts & Special Projects: - Prepare and present quarterly forecasts to Senior Management. - Execute special financial studies and collaborate with various departments for in-depth data analysis. 15% Financial Reviews & Analysis: - Conduct budget-to-actual reviews and provide comprehensive financial performance analysis. - Report on key financial metrics, including rate of return, depreciation, working capital, and investments, to VP/Controller and SVP/CFO. 10% Monthly Close Support & Senior Management Assistance: - Contribute to the accuracy and timeliness of the monthly financial close. - Assist the VP/Controller and SVP/CFO with various tasks and reporting needs. 5% Audit & Compliance: - Support audit and regulatory examinations by coordinating with auditors and examiners to ensure compliance. 5% Other Duties: - Perform additional responsibilities as assigned to support the overall objectives of the finance team . **Performance Measurements:** See Dayforce (HRIS) Performance Management for Goals upon start in role, and annually. **Knowledge and Skills:** **Experience:** 3 to 5 years of experience in a similar or related financial analysis role, including expertise in budgeting, forecasting, and financial reporting. **Education:** A Bachelor's degree in Accounting, Finance, or a related field is required. Experience in Cost Accounting is highly desirable. **Interpersonal Skills:** Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. **Other Skills:** - Proficiency in creating and utilizing financial models to support forecasting, budgeting, and strategic planning. - Strong ability to analyze large datasets, identify trends, and generate insights to support business decisions. - Advanced skills in financial software and tools, such as Excel, ERP systems, and data visualization software like Tableau or Power BI. - Exceptional accuracy and attention to detail in financial reporting, analysis, and data management. - Excellent verbal and written communication skills for presenting findings, preparing reports, and collaborating with various stakeholders. - Strong analytical and problem-solving skills to address financial issues and recommend actionable solutions. - Ability to manage multiple projects simultaneously, prioritize tasks effectively, and meet deadlines in a fast-paced environment. **Physical Requirements:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. **Work Environment** The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. *This job description is not a complete statement of all duties and responsibilities comprising the position.* **Our Diversity, Equity & Inclusion Statement:** *At Empower, we value and celebrate diversity with commitment to building equitable and inclusive environments for employees and the members we serve. These environments foster connection and belonging, create spaces for all individuals to be empowered, and allow individuals to participate authentically to their full potential. We foster a culture of diversity, equity, and inclusion across race, ethnicity, disability, gender, gender identity or expressions, sexual orientation, religion, socioeconomic status, learning style, country of origin, language, political ideology, military status, cultural perspectives, and other characteristics that make our employees and members unique.* Empower Federal Credit Union (EFCU) and its affiliated companies know employees are our greatest asset. We take pride in our commitment to member service, teamwork, and excellence. We offer employees a work environment designed to encourage personal and professional development. Empower Federal Credit Union is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic including race, religion, ethnicity, color, national or ethnic origin, age, sex, sexual orientation, gender identity or expressions, transgender status, sexual or other reproductive health decisions, marital status, ancestry, citizenship status, physical or mental disability, genetic information/ predisposi

Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications Prior banking experience required High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $20.00- $28.61 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: *********************************************************************

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: *********************************************************************

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: *********************************************************************

> Financial Coordinator Financial Coordinator Description **PRIMARY RESPONSIBILITIES** Financial Coordinator is responsible for assisting patients with financial options for treatment and for keeping the accounts receivables according to office policy. Primarily responsible for the insurance billing and collections for the dental office. May also be required to assist with general front office duties **SPECIFIC DUTIES** ***Staff Daily Collections Management*** * Enter charges for dental services into the computer. Check each charting for logic, accuracy, and correct totaling * Make sure that each employee checking out patients request and collect money “over the counter” for each patient, and issue receipts or walk out statements, as appropriate, as patient leaves * See that each transaction is posted to the computer system accurately ***Accounts Receivable Management*** * Explain financial arrangements for treatment to patients * Record chart entries from phone or in-person conversations when appropriate * Enter patient financial activity in computer * Process accounts receivable tasks * Prepare bank deposits * Resolve any account balances with patients and follow-up delinquent accounts * Assist patients in making financial arrangements or payment schedule with patients * Prepare billing statements promptly and accurately mail billing statements * Telephone patients with accounts overdue ***Records Management*** * Document all necessary data into patients charts clearly and accurately regarding the patients appointment and anything important having to do with that patient's appointment * See that the sensitive material is not left exposed at the front desk. Obey HIPAA rules * Oversees account receivables * Track cases and referrals to and from other doctors * Be familiar with the office financial policy and be capable of attending a treatment conference and making a financial arrangement with a patient according to office financial policy ***Insurance*** * Update insurance information on all patients at all times * Verify accuracy of insurance plan in management software * Organize supporting materials for claim forms, such as radiographs or written narratives, as directed by doctor * Enter new insurance information in computer and call for verification and benefit information * Processes Patient Insurance (Create and process dental insurance claims) * Enter insurance checks and patient payments * Acts as the liaison between insurance companies and the dental office for submitting claims * Submit treatment plans for predetermination of benefits * Prepare claim forms for patients with dental insurance * Organize supporting materials for claim forms, such as radiographs or written narratives * Mail or electronically submit claim forms from office * Assist in the resolution of problems with third-party payers ***Office Participation*** * Be an active participant in staff meetings Perform other tasks as assigned by office manager * Help handle incoming phone calls and address issues as needed ***Correspondence*** * Monitor and edit any communication going to patients regarding upcoming appointments to ensure the information is correct and timely * Utilize all communication resources available to connect with patients to get them scheduled for treatment needed Requirements **PERSONNEL REQUIREMENTS** ***Education/Experience*** * High school diploma * Legible handwriting for communications * Knowledge of Dental Software a plus * Office experience desired ***Interpersonal*** * Good interpersonal skills to maintain effective rapport with patients, dentists, other staff members and community * Effective verbal skills to communicate with patients and staff * Team player * Able to adapt to office policy improvements (office is constantly striving for improved customer care/service) * Conflict resolution experience * Customer service or patient relations experience * Quick response/accurate data entry * Communicate all concerns to Office Manager * Must be focused, personable, punctual and have the ability to handle a busy dental office