Personal Banker Roving Bilingual
Finance Representative Job In Santa Fe, NM
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Roving 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:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
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
Bilingual speaking and listening proficiency in Spanish/English
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 travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work a schedule that may include most Saturdays
Must take and pass required language assessment
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
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
Posting Locations:
4384 W Rodeo Rd SANTA FE, NM 87507
770 Saint Michaels Dr SANTA FE, NM 87505
241 Washington Ave SANTA FE, NM 87501
3 W Gutierrez SANTA FE, NM 87506
3150 Cerrillos Rd SANTA FE, NM 87507
645 N Riverside Dr ESPANOLA, NM 87532
Pay Range:
This job profile is eligible for a 10% pay differential.
Posting End Date:
9 Feb 2025
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
By applying, you consent to your information being transmitted by HourlyJobsNearMe to the Employer, as data controller, through the Employer's data processor SonicJobs.
See Wells Fargo Privacy Policy at ******************************************* and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
Equity Trader Position
Finance Representative Job In Santa Fe, NM
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Sr. Market Finance Reporting Professional
Finance Representative Job In Santa Fe, NM
**Become a part of our caring community and help us put health first** The Senior Market Finance Professional collects, analyzes and reports on various market data to connect financial outcomes with operational effectiveness. The Senior Market Finance Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Market Finance Professional works with Actuary, MRA, Corporate Finance, Clinical and Market Point internally and Providers/Hospitals/Ancillary externally to drive optimization inclusive of activities spanning decisions required for day-to-day operations to strategic planning and addressing specific business performance issues across matrixed organization and fostering key relationships with business stakeholders. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree
+ 5 years of data reporting and analysis
+ Proficient in SQL (having the ability to write code and alter existing code)
+ Strong Excel proficiency (pivots, & V-lookups, etc.)
+ Strong communication
+ Strong attention to detail
+ Ability to work independently and collaborate with teammates
**Preferred Qualifications**
+ Working with large, complex data sets
+ Knowledge of Power BI
**Additional Information:**
Remote US, but must have the ability to work in the EST/CST time zone
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$78,400 - $107,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 03-27-2025
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
Overnight Customer Financial Representative
Finance Representative Job 43 miles from Santa Fe
Customer Service Representative Terms: Full-time Pay: $19/hr Join Team Alorica At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within!
But that's not all...we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work.
Job Summary
As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues.
Responsibilities
Assist customers with issues and concerns they are experiencing during the use of the product and/or service
Document call-related information for auditing and reporting purposes
Maintain and update customer information as necessary
Upsell current customers on new or enhanced services
Qualifications
High school diploma or GED
Customer service experience is a plus
Strong computer navigational skills
Familiarity with Microsoft Office applications (Word, Excel)
Excellent oral and written communication skills
Exceptional listening/comprehension skills
Professional and courteous
Customer oriented
Work Environment
Regular work performed in a climate-controlled, call-center environment
Ongoing usage of phone and computer systems
Physical Demands
Constant sedentary work
Benefits
Health, dental, and vision coverage/HSA
PTO
Paid holidays and sick time
Optional daily pay or weekly pay
401K retirement plan
Leadership programs
Paid training and tuition reimbursement
Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies
Employee assistance program
Additional voluntary benefits
Next Steps
Place an application
Complete your online assessment
Our team will review your application
If selected to move forward, our team will follow up directly
DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.
Alorica 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, or protected veteran status and will not be discriminated against based on disability.
Associate Financial Advisor
Finance Representative Job In Santa Fe, NM
Job Summary The associate financial advisor will work with senior advisors and client services staff in a team responsible for managing accounts and client relationships. You will interact frequently with clients and assist in delivering financial planning, investment management, and other advisory services. You will also be involved with marketing and business development projects and assist with onboarding new clients. In the process, you will become familiar with all aspects of ongoing client services and gain experience with markets, investments, portfolio management, and a range of supporting software applications. Associates who meet performance goals and gain professional licenses and certifications may progress to have responsibilities for managing client relationships and investment portfolios and have other opportunities for professional advancement. Duties and Responsibilities The associate financial advisor's work and responsibilities include: • Ensuring timely responses to client correspondence and inquiries. • Improving the client review process and participating in client meetings (planning, scheduling, preparing presentations, recording meeting notes, and completing follow-up actions). • Assisting with account administration, transfers and money movements, and other needs, in close collaboration with our Client Services team and lead advisors. • Contributing to financial planning projects, including collecting and inputting data, completing scenario planning and analysis, and preparing presentations related to retirement planning and other goals. • Assisting with trade calculations, performance measurement, and investment research. • Developing expertise in our firm's technology within your first year of employment, including helping to maintain accurate database information. • Identifying opportunities to improve client relationships and communications and build your and company's reputation as a trusted resource. Qualifications We are seeking candidates who have the following qualifications: • 2-3 years of experience in a financial services industry. • Series 6, 7 and/or 65 licensed preferred. • Completion of Certified Finacial Planning (CFP) coursework is preferred. • Bachelor's degree from an accredited college or university. • Well organized, with superior attention to detail and the ability to manage multiple priorities. • Strong sense of personal and professional ethics and integrity. • Interest in learning about our firm, investments and financial markets, and socially and environmentally responsible investing. • Desire to gain Series 65 registration and CFP designation within the next few years. • Proficiency in spreadsheets and demonstrated ability to learn new software programs. • Excellent writing, speaking, and listening skills. • Desire/ability to work successfully in a small company environment. Salary and Benefits Pay/benefits are competitive based on industry standards. • Salary will be based on experience. • Bonus based upon achievement of individual and team goals. • Health care, 401(k), and generous vacation/holiday benefits. • Partial or full financial support for professional accreditation and other education/training opportunities, beginning with the Series 65 license. Keenbee Talent Solutions is a Native Alaskan Women owned sdb specializing in the placement of highly skilled professionals in Accounting and Finance, IT/MIS and Biomedical. Keenbee has been in business since 1997 servicing New Mexico and the surrounding states with high results. Keenbee Talent Solutions is an equal opportunity employment agency.
We do not discriminate based on race, color, national origin, religion, ancestry, sex, age, disability, serious medical condition, spousal affiliation, sexual orientation, gender identity, or other classifications protected under the law.
US Experienced Financial Advisor
Finance Representative Job In Santa Fe, NM
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (**************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Advisor, Financial Planning and Analysis
Finance Representative Job In Santa Fe, NM
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives
+ Assist in Make vs Buy, Make vs Make and other strategic financial analysis
+ Prepare capital analytics on a monthly/quarterly/annual basis
+ Prepare monthly results for Strategic Projects
+ Assist with the yearly budget and quarterly forecast process for strategic projects
+ Assist with the quarterly reporting to the SEC Accounting Team
+ Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process
+ Support capital controls in partnership with Medical Segment FP&A team
+ Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them
+ Support the transition manufacturing agreement pricing arrangements
+ Manage multiple deliverables and deadlines concurrently
+ Work on Ad hoc requests and initiatives as required
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Specialist II (NMCD #22217)
Finance Representative Job In Santa Fe, NM
Salary $17.99 - $27.89 Hourly $37,422 - $58,003 Annually is a Pay Band 50 Posting Details Interviews are anticipated to be conducted within two weeks of closing date. Due to available budget allocated for this position, the hiring rate will not exceed $24.08 per hour.
Why does the job exist?
Position will process vouchers for vendor payments and client reimbursements. Position will maintain, review and complete reconciliation of financial records. The position will assist in creating Purchase Orders, maintaining records, and tying vouchers to said purchase orders when processing payments. The position may also be responsible for assisting other areas of the finance unit to include special projects and cross training with accounts receivable.
How does it get done?
* Ensure required documentation is received and verified before processing inmate financial transactions
* Review transactions for documentation of obligation, payment authorization, timely payment and accurate recording
* Communicate with vendors and clients
* Review, audit and pay invoices against approved purchase documents
Who are the customers?
* New Mexico Corrections Department (NMCD)
* Vendors
* Bank
Ideal Candidate
Experience in the following:
* Per-diem and mileage
* Financial reconciliations
* General Accepted Accounting Principles
* Compliance with accepted accounting principles and standards
Minimum Qualification
High School diploma or Equivalency and one (1) year experience in bookkeeping, accounting, and/or finance. Any combination of education from an accredited college or university in a related field and/or direct experience in this occupation totaling one (1) year may substitute for the required experience.
Employment Requirements
Must possess and maintain a valid New Mexico Driver's License. Employment is subject to a pre-employment background investigation and is conditional pending results.
Working Conditions
Work is performed in an adult prison environment, which includes daily contact with and supervision of inmates. May be required to work odd hours, overtime, holidays, and weekends.
Supplemental Information
Do you know what Total Compensation is? Click here
Agency Contact Information: Katrina Martinez **************, or email: **************************. Email
For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position
This position is covered by a collective bargaining agreement and all terms/conditions of that agreement apply and must be adhered to.
Hyper Wellness Representative
Finance Representative Job In Santa Fe, NM
Benefits: * Flexible schedule * Opportunity for advancement Benefits/Perks * A competitive salary plus bonuses * Flexible Schedules * Casual Dress-code * Fun, wellness-focused work environment Restore Hyper Wellness is the leading retail provider of alternative health and wellness modalities in the United States. Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love in life. Inc. 5000 ranked Restore the #113 Fastest Growing Company in America, the #17 Fastest Growing Company in Texas, and the #1 Hottest Franchise in America.
Job Summary
Are you passionate about helping people live healthier lives so they can do more of the things they love? If so, you're amazing! That's what we're all about at Restore, which means we're always seeking team members who share this passion. Our Hyper Wellness Representatives are the face of each Restore location and play an integral role in delivering a high-quality customer experience.
Responsibilities
* Greeting clients and assisting them with Restore's wellness services
* Helping clients over the phone, returning important voicemails, and facilitating the booking, scheduling, rescheduling, and cancellation process
* Onboarding new clients - this involves completing medical waivers and creating profiles in our point-of-sale system
* Conducting tours and selling service packages and memberships
* Educating clients on Restore services, including medical benefits, precautions, and at-home care
* Performing opening and closing procedures
* Maintain a safe, clean and secure environment for all guests and employees.
* Serve as an expert on Restore products and services.
* Represent the brand by embodying Restore's core values and acting in alignment with the mission and vision of Restore Hyper Wellness and the Hyper Wellness lifestyle.
* Create a fun and engaging store culture by ensuring every team member is involved, valued, and recognized for his/her contributions.
Qualifications
* You're passionate about health and wellness
* You have at least one year of customer service experience in a retail environment. Hot tip - While Restore is technically a retail operation, we don't have a retail vibe.
* Working weekends doesn't bum you out
* Communication and collaboration are some of your strong suits
* You either hold or are working toward a degree in kinesiology, exercise science, personal training, or a related field
Hyper Wellness Representative
Finance Representative Job In Santa Fe, NM
Benefits:
Flexible schedule
Opportunity for advancement
Benefits/Perks
A competitive salary plus bonuses
Flexible Schedules
Casual Dress-code
Fun, wellness-focused work environment
Company OverviewRestore Hyper Wellness is the leading retail provider of alternative health and wellness modalities in the United States. Our goal is to make Hyper Wellness widely accessible, affordable, and fun. This means helping people from all walks of life feel better and perform at a higher level so they can do more of what they love in life. Inc. 5000 ranked Restore the #113 Fastest Growing Company in America, the #17 Fastest Growing Company in Texas, and the #1 Hottest Franchise in America. Job SummaryAre you passionate about helping people live healthier lives so they can do more of the things they love? If so, you're amazing! That's what we're all about at Restore, which means we're always seeking team members who share this passion. Our Hyper Wellness Representatives are the face of each Restore location and play an integral role in delivering a high-quality customer experience. Responsibilities
Greeting clients and assisting them with Restore's wellness services
Helping clients over the phone, returning important voicemails, and facilitating the booking, scheduling, rescheduling, and cancellation process
Onboarding new clients - this involves completing medical waivers and creating profiles in our point-of-sale system
Conducting tours and selling service packages and memberships
Educating clients on Restore services, including medical benefits, precautions, and at-home care
Performing opening and closing procedures
Maintain a safe, clean and secure environment for all guests and employees.
Serve as an expert on Restore products and services.
Represent the brand by embodying Restore's core values and acting in alignment with the mission and vision of Restore Hyper Wellness and the Hyper Wellness lifestyle.
Create a fun and engaging store culture by ensuring every team member is involved, valued, and recognized for his/her contributions.
Qualifications
You're passionate about health and wellness
You have at least one year of customer service experience in a retail environment. Hot tip - While Restore is technically a retail operation, we don't have a retail vibe.
Working weekends doesn't bum you out
Communication and collaboration are some of your strong suits
You either hold or are working toward a degree in kinesiology, exercise science, personal training, or a related field
Restore Hyper Wellness is the award-winning industry leader and creator of an innovative new category of care-Hyper Wellness . Restore delivers expert guidance and the most extensive array of cutting-edge modalities available under one roof. With over 100+ locations nationwide and a fast-growing retail footprint, Restore is making true health more accessible than ever before.
Restore is one of America's fastest-growing companies right now, and for good reason. Inc. 5000 just named Restore the #1 hottest franchise in America, and #113th company in America.
We are on a blazing mission to restore people's health and wellness so that they can do more of what they love every day. Our daily metric? How many people we helped that day. That's why it is paramount that we attract people who are as passionate about helping people as we are.
Join us on our mission to help people feel better so they can do more of what they love.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to Restore Hyper Wellness.
Commissary Delivery Rep
Finance Representative Job In Santa Fe, NM
Job Details Santa Fe - Santa Fe, NM $22.00 HourlyDescription
Union Supply Group
Since its founding in 1991, Union Supply Group has grown into the most innovative and price sensitive supplier of commissary goods and services. Union Supply provides food, apparel, footwear, electronics, and personal-care products to State, Federal, and County correctional institutions nationwide.
Work with a team culture of respect, career growth, job security and competitive compensation! We strive for a positive environment where everyone can grow and learn at every step of their journey. With Union Supply Group you will know you will be entrusted with making a great impact on the organization.
PURPOSE OF POSITION:
Delivery of commissary orders/products to individual detainees in an assigned area within the Correctional Facility. Serve as backup relief at nearby Correction Facilities.
RESPONSIBILITIES:
Collect inmate orders (per facility procedures if applicable).
Process commissary orders through a computerized commissary software program (if applicable).
Research and/or answer Offender requests and/or written complaints concerning commissary services.
Unload and verify orders/products received at the correctional facility from the USCS Distribution Center.
Conduct inventory counts of products as assigned.
Supervise inmate workers (if applicable)
Transport orders/products to assigned delivery areas within the facility.
Positively identify all Offenders receiving orders prior to delivering each order.
Distribute the order to the Offender; permit the Offender to verify the order contents.
Note any and all discrepancies with or damages to the order on all copies of the delivery receipt.
Obtain the signature of the Offender receiving the order on the delivery receipt (per facility procedures).
Provide the Offender with a copy of the delivery receipt.
Retain a signed copy of the order receipt for record retention.
Account for all delivery receipts from the delivery process.
Account for all non-delivered commissary orders from the delivery process.
Retain and dispose of all trash generated during the delivery process.
Perform other duties as assigned by supervisor.
Essential Functions
Retain and maintain a correctional facility security clearance.
Travel as necessary to nearby facilities to distribute orders as necessary
Lift orders or packages that weigh up to 50 lbs.
Attend initial and annual facility orientation and training, and remain current in any certifications as required by the Facility.
Know and follow all rules, regulations, security policies, and procedures of the detention facility.
Know and follow the policies and procedures outlined in the company's employee handbook and USCS's local Operations manual.
Complete additional/miscellaneous duties as assigned by the Commissary Manager/ Supervisor.
We offer:
Career advancement. We continuously strive to upskill our employees and offer internal employees the opportunity to thrive and grow within the company.
Training & New skills. You'll learn. The opportunities are limitless. You will be given the opportunity to learn beyond your expertise and cross train to allow you to expand your knowledge base.
Team environment. At Union Supply Group, we are a Team. It isn't uncommon to work on small or large teams where everyone supports each other.
Benefits Continued:
Competitive wage
Team environment
Good Work-Life Balance
Healthcare (medical, dental, vision)
401(k) savings plan
Paid Time Off (PTO)
Holiday pay opportunities
Birthday PTO
On-the-job training and skills development
Employee Assistance Program
Qualifications
Education and Experience Requirements:
Minimum of a high school diploma
Basic computer skills
Two years of work experience
Good customer service skills
Must be Covid vaccinated or be willing to be Covid tested weekly.
Equal Employment Opportunity Policy
Union Supply Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
E-Verify
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Financial Services Representative
Finance Representative Job In Santa Fe, NM
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Services Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
Qualifications:
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities:
* None
Education and/or Experience:
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
Computer and Software Skills:
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
Certificates, Licenses, and Registrations:
* Notary License as needed by the branch
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
Large Case Integrated Rep
Finance Representative Job In Santa Fe, NM
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
The Unum Senior Account Executive is responsible for contributing to sales goals, through building relationships with other insurance professionals - brokers, financial planners, agents, stockbrokers, consultants, enrollment firms and other Unum sales professionals. The Senior Account Executive is the marketing and technical expert who represents Unum, educating and motivating other professionals to sell our products to their clients with particular focus on selling the full portfolio of integrated products. The Senior Account Executive is responsible for achieving profitable revenue growth through ethical operations and balance of Unum's risk objectives with integrated sales goals attainment.
"Existing remote employees and field-based employees are eligible to apply."
**Principal Duties and Responsibilities**
+ Build, maintain and enhance strong producer relationships through superior product and services knowledge, territory management practices, and excellent customer service.
+ Achieve office and personal sales goals through consultation, negotiations and positioning of Unum offerings within profit and product design guidelines.
+ Identify and procure new customer sales opportunities in partnership with brokers in territory
+ Execute on the annual renewal strategy in support of office renewal goals.
+ Manage the inforce block of business to build new/integrated sales opportunities with existing clients
+ Manage a high volume quote/sales activity territory with primary focus on mid to large-sized employers
+ Represent both Group, Dental/Vision and Voluntary products in the local market
+ Operating within reliable business acquisition and retention processes, effectively utilize technology, financial analysis practices, marketing tools, and the support infrastructure, including full knowledge of the enrollment process to generate successful product and service solutions for our customers.
+ Effectively understand and collaborate with all Field and Home Office resources in the acquisition and retention of business.
+ Build strong field sales/service team partnership. Energize the sales, enrollment and service support team by clarifying the broader purpose and mission of their work. Encourage high standards of performance.
+ Develop solution selling skills by understanding employee benefit challenges and issues facing employers and provide solutions to these challenges.
**Job Specifications**
+ Bachelors degree required
+ Licensed to solicit insurance in the states within assigned territory (use Field Comp Policy & Practice document for specific details on licensing requirements)
+ Able to articulate Unum's value proposition as it relates to employee benefits, exhibits a thorough, deep understanding of Unum's products and services
+ Ability to demonstrate a leadership presence with internal and external partners with strong ability to create relationships and be a team player
+ Superior interpersonal, communication and presentation skills
+ Ability to quickly analyze, adapt, incorporate and apply new information and concepts
+ Strength in applying accurate logic and common sense in making decisions
+ Ability to excel in a highly charged, fast paced environment, handling multiple, often competing priorities
+ Excellent time management, organization and project management abilities
+ Ability to aggregate a variety of statistical data and draw accurate conclusions
+ Demonstrate a willingness to experiment with new ideas, within acceptable boundaries
+ Full understanding of underwriting and risk concepts.
+ Demonstrate a "can-do" spirit, a sense of optimism, ownership and commitment
+ Ability to travel
+ Preference for certification as LG Case GR, LG case VB or successful completion of the Management Development Program
+ Prior qualification for Sales Conference
+ Balanced production in all products consistent with goal attainment across multiple years
+ Demonstrated leadership within the office
\#LI-FF1
-IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Annual Draw $90,000 - $120,000
This role pays an annual draw in the range above that pays out on a bi-weekly basis. The role is 100% incentive based, so this draw must be validated with actual sales production. Any compensation earned over and above the draw amount will be paid out in bonus 7 times a year.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Merrill Financial Solutions Advisor - New Mexico Market
Finance Representative Job In Santa Fe, NM
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
* Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
* Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
* Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
* Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
* Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
The Advisor Development Program (ADP) Journey:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
We'll help you:
* Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
* Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
* Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
* Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to:
* A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
* Marketing strategies to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
* Potential Opportunities for professional growth.
* Leadership opportunities, including leading client and conference seminars
We're a culture that:
* Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
* Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
* Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
* Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
* Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Required Qualifications:
* Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
* Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
* Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
* Self-starter who efficiently manages time and capacity
* Sets and accomplishes goals, achieving whatever you put your mind to
* Builds and nurtures strong relationships
* Collaborates effectively with others to get things done
* Communicates effectively and confidently and is comfortable engaging all clients
* Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
* Likes to learn, adapts to new information and seeks the right solutions for clients
* Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
* Proven ability to partner and promote lead generation
* Experience balancing investment management, sales activities, and new client development
* Strong computer skills and the ability to multitask in a demanding environment
* Bachelor's degree, preferably in business-related field
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
* Obtained insurance licenses
Skills:
* Account Management
* Client Investments Management
* Client Management
* Client Solutions Advisory
* Relationship Building
* Advisory
* Business Development
* Fraud Management
* Pipeline Management
* Portfolio Management
* Client Experience Branding
* Issue Management
* Prospecting
* Referral Identification
* Sales Performance Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Sales Representative
Finance Representative Job In Santa Fe, NM
Job Details SANTA FE, NM Full TimeDescription
AutoSavvy
At AutoSavvy, we take pride in fostering career growth and promoting from within. With 4-6 new stores opening each year, there are abundant opportunities for those motivated to learn, grow, and advance. With nearly 20 years in business, we have built a steady pipeline of high-quality, exciting vehicles, overcoming supply challenges and ensuring our team always has great options to offer.
Position: Sales Representative
About the Role:
Are you a sales-driven individual with a passion for helping customers? AutoSavvy is looking for dynamic and enthusiastic Sales Representatives to join our team! Whether you have sales experience in any industry-furniture, cell phones, technology, or other sectors-or you are new to automotive sales, we are excited to see what you bring to the table.
Responsibilities:
Engage with potential customers through follow-ups on warm leads, generating new sales opportunities
Present vehicle options, discuss pricing, and close deals while meeting sales targets
Craft and deliver compelling sales strategies that appeal to customer needs
Apply proven sales techniques to promote vehicles and recommend add-on products or services
Provide exceptional service to ensure a positive experience from start to finish
Qualifications:
Sales experience is a plus, but we welcome candidates from various employment backgrounds
Strong communication and negotiation skills with the ability to close deals effectively
Comfortable with computers and tech-savvy in a digital sales environment
Enjoys a fast-paced, target-driven workplace and thrives in a team setting
Requirements:
Active drivers license and clean driving record
Ability to pass a background check
Authorization to work in the U.S
Benefits We Offer:
Comprehensive Benefits: Medical, Dental, and Vision coverage, HSA match, and Employer-paid Life Insurance
Employee Assistance Program: For personal support and resources
Additional Perks: Pet Insurance, Gym Discounts, and an Employee Vehicle Purchase Program
Retirement Savings: Employer matching contributions
Paid Time Off: Among the best PTO policies in the industry
Compensation:
Monthly minimum sales draw
Competitive bonus opportunities based on front and backend gross
Additional bonuses per vehicle sold and review generation
Schedule:
5 day work week
Monday - Saturday; 1 weekday off either Tuesday, Wednesday, or Thursday
Operating hours of the store
Monday - Friday 10 AM - 8 PM
Saturday 9 AM - 7 PM
Language:
Bilingual in Spanish preferred
Physical Requirements:
Ability to operate a vehicle
Ability to sit for 2- 4 hours
Ability to stand and walk for 4 - 6 hours
Visual acuity to read and type for 2 - 6 hours
Simple grasping and fine manipulation to sort through papers for 2 - 4 hours
Occasional lifting and carrying of up to 30 pounds unassisted
Work Environment:
Onsite desk setup to assist in-person customers
Both in and outdoors in all seasons and types of weather
Frequently in and out of vehicles
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
All offers are contingent upon successfully passing of a background check and motor vehicle verification.
TAG1
Sales Representative - Lithia CJD of Santa Fe
Finance Representative Job In Santa Fe, NM
Dealership:L0155 Lithia Chrysler Dodge Jeep Ram Fiat of Santa FeLithia Chrysler Jeep Dodge Ram of Santa Fe
We are dedicated to delivering honest value, earning customers for life, taking personal ownership, improving constantly and having fun! If you share these goals, we want to talk to you! Come be a part of the Automotive Industry future with the Lithia Motors family, a Fortune 500 company with over 300 dealerships nationwide! Being one of the largest dealership groups in America, there are many opportunities for you to pursue your short and long-term career goals.
We are committed to growing our company and Growing our People!
Responsibilities:
As an Auto Sales Representative you will interact and consult with customers to guide them through their vehicle purchase. Your goal is to create the best vehicle-buying experience to make lifelong customers. You will assist customers in selecting the right vehicle for their lifestyle. You will be trained on the specific products we offer and their benefit to our customer.
Present vehicle attributes, model options, features, purchase and finance options and store policies and services to customers.
Ensure timely follow up and maintain strong relationships with previous and prospective customers.
Track customers using store specific management system/s.
Keep abreast of new products, features and accessories. Attend product and training courses.
Qualifications:
Experience in automotive sales, is a plus.
Excellent interpersonal communication skills.
Excellent organizational and time management skills & working knowledge of computers.
Self motivated with the ability to set and achieve targeted goals.
Acceptable driving record and a valid driver's license in your state of residence
We offer best in class industry benefits:
Competitive pay
Medical, Dental and Vision Plans
Paid Holidays & PTO
Short and Long-Term Disability
Paid Life Insurance
401(k) Retirement Plan
Employee Stock Purchase Plan
Lithia Learning Center
Vehicle Purchase Discounts
Wellness Programs
High School graduate or equivalent, 18 years or older required. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
Main Banker
Finance Representative Job 21 miles from Santa Fe
SUMMARY : Responsible for furnishing Representatives in the Player Services department with money; accurately reconciling main bank inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. ESSENTIAL DUTIES AND RESPONSIBILITIES : include, but are not limited to the following:
Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all
Assists various departments in counting gratuities.
Verifies all money drops and deposits money into appropriate accounts.
Reconciles Players Services Representative banks accurately.
Maintains various records of Main Bank activities.
Maintains the accuracy of the vault inventory during ALL shifts.
Pulls and counts mutilated money; preparing it to be returned to the bank.
Ensures proper fills and reconciliation for ATM's, Kiosks and Recycler.
Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports.
Complies with Title 31 requirements and other internal control standards.
Prepares reports as requested.
Seeks efficiency in the Player Services department without undermining the rules/regulations.
Demonstrate effective computer literacy skills with Microsoft programs and database systems.
Verifies all money drops, transfers and deposits money into appropriate gaming accounts.
Prepares banks for slots, promotions and other departments as needed.
Pays out large jackpots.
Facilitates the flow of information, by attending regularly scheduled departmental meetings.
Held accountable, to a high degree, for the accuracy and thoroughness of departmental records and reports.
Responsible for maintaining a consistent, regular attendance record.
Ensures strict adherence to policies, procedures and Internal Controls
Helps clean and sanitize work area as directed
Other duties as assigned by Supervisor or Manager.
Advisor, Finance Operations
Finance Representative Job In Santa Fe, NM
**_About Us_** The Incentive Controls, Strategy, and Optimization (ICSO) team is a vital part of our organization, committed to driving efficiency and strategic impact in incentive processes. Our focus includes enhancing incentive strategies, standardizing processes across segments, fostering skill development, and ensuring that our operations are both efficient and compliant.
**_Position Summary_**
As an Advisor within ICSO, you will play a key role in managing rebate and GPO administrative fee contracts with the $12 billion Cardinal Health Medical segment. This includes interpreting complex contract language, designing calculation queries in SAP HANA or SAP Vistex, and enabling downstream teams to autonomously calculate incentives with precision. You will also support the development of contract language and monitor adherence to incentive guidelines, ensuring compliance and consistency across the organization. This role is ideal for a detail-oriented professional with strong analytical skills and SAP expertise who values both operational impact and continuous learning.
**_Responsibilities_**
+ **Contract Interpretation and Query Development:** Analyze complex rebate and GPO admin fee contracts, translating terms into accurate, autonomous calculation queries in SAP HANA or SAP Vistex to support downstream execution teams.
+ **Contract Management and Compliance:** Support the creation of rebate contract language, monitor customer compliance, and ensure adherence to incentive guidelines, contributing to ICSO's commitment to operational integrity.
+ **Process Standardization:** Collaborate with cross-functional teams to enhance and standardize end-to-end incentive processes, promoting consistency and compliance in calculations.
+ **Efficiency and Accuracy Improvement:** Continuously improve calculation processes by optimizing SAP configurations to reduce errors and streamline operations.
+ **Skill and Business Development:** Engage in continuous learning to develop your skills and business acumen, enhancing your understanding of how incentive controls impact broader segment strategy.
**_Qualifications_**
+ Bachelor's degree in Business, Finance, Information Systems preferred, or a related field preferred
+ 5+ years of experience in incentive or rebate management, contract interpretation, or a similar role within a commercial, finance, or healthcare environment preferred.
+ Proficiency in SAP HANA and SAP Vistex preferred, with experience in designing and implementing calculation queries preferred.
+ Strong analytical and problem-solving abilities, with attention to detail.
+ Excellent communication skills, capable of interpreting complex contract language and translating it into system-based calculations.
+ Proven ability to collaborate across functions and contribute to process improvements.
**_Why Join Us?_**
At ICSO, we value efficiency, partnership, skill development, and integrity. This role provides an opportunity to directly impact our Medical incentive processes, ensuring compliant and autonomous calculations that support business growth. If you're an SAP expert who thrives in a collaborative, learning-focused environment, we encourage you to apply.
**Anticipated salary range:** $66,500 - $94,900
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 4/14/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Santa Fe North Financial Center
Finance Representative Job In Santa Fe, NM
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better.
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As a Financial Solutions Advisor Stage I, you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Sets and accomplishes goals, achieving whatever you put your mind to.
* Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
* Communicates clearly and confidently with clients from all walks of life.
* Works well with others and collaborates productively to get things done.
* Can manage complexity, prioritize tasks and execute in a fast-paced environment.
* Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
* Efficiently manages your time and capacity.
* Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.
Desired Qualifications:
* Strong computer skills with an ability to multitask in a demanding environment.
* A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
* Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Services Representative
Finance Representative Job 22 miles from Santa Fe
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Services Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
Qualifications:
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities:
* None
Education and/or Experience:
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
Computer and Software Skills:
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
Certificates, Licenses, and Registrations:
* Notary License as needed by the branch
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.