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  • Junior Loan Officer

    Financial Freedom Mortgage 4.6company rating

    Financial Freedom Mortgage job in Evesham, NJ

    Financial Freedom Mortgage based in Marlton, NJ is looking for qualified Junior Loan Officers. Within this role, you will be our customer's first contact so you must make a great initial impression. You will explain our process to potential borrowers and how they may qualify to work with us. When they are ready, you will take down their information, answer any questions they may have, and deliver excellent customer service. Once the potential borrower's information has been taken and put into an application, a licensed Loan Officer will take over the call to close the deal. Duties: - Make 200-300 outbound calls per day -Deliver prepared questions, reading from scripts that describe our financial services -Overcome any objections from homeowners to obtain any necessary information for loan application -Input customer details on paper application, internal computer system, and automated phone system -Verify customer information is correct on all forms -Contribute to team effort by accomplishing daily and weekly performance objectives Qualifications -Positive attitude and lots of energy -Experience in sales or call center environment preferred, such as previous financial services or banking -Highly effective communication skills -Ability to handle rejection and turn "No" into "Yes" -Strong work ethic with desire to overachieve Additional Information All your information will be kept confidential according to EEO guidelines.
    $30k-47k yearly est. 60d+ ago
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  • Client Manager - US Large Market

    American Express 4.8company rating

    Trenton, NJ job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. Job Responsibilities: + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. Qualifications: + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616
    $89.3k-150.3k yearly 3d ago
  • Service Desk Supervisor

    Omega Systems 4.1company rating

    Elmwood Park, NJ job

    Service Desk Supervisor Reports To: Service Desk Manager Division: Service Desk FSLA: Exempt Office Designation: Elmwood Park-In Office, Hybrid Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies. You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction. Functional Responsibility and Task Statements Operational Responsibilities Supervising end-user services and technical support services. Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone. Provide consistent training and mentoring to members. Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns. Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis. Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance. Create, Update, and Improve Documentation to ensure high level of service. Review Timesheets Weekly Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities. Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes. Leadership and People Responsibilities Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally. Technical Responsibility and Task Statements Administrate and facilitate personnel to hire and retain staff. Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness. Establish staff training and development programs related to technical services. Develop measures and controls to ensure performance standards and goals are achieved. Develop and maintain Key Performance Indicators (KPIs) around testing performed within team. Mentor and develop direct reports through personal behaviors. Ensure to provide customer satisfaction across all technical service offerings. Provide monthly technical activity and status reports Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated. Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc. Travel Requirements: Minimal travel is required for this position. Desired Qualifications and Skills Required Bachelor's degree in a job-related discipline or equivalent working experience. Minimum of five years of technical experience. Must have former technical supervisory experience preferably in a Call Center or similar environment. Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software. Ability to: develop and recommend strategic and tactical plans for the delivery of technical services. Ability to communicate technical/complex information both verbally and in writing. Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels EEO STATEMENT It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.
    $60k-121k yearly est. 2d ago
  • OSP Permit Coordinator

    Eaton Fiber 4.7company rating

    Bergenfield, NJ job

    Eaton Fiber is seeking an experienced Permitting / Right of Way Coordinator to be the subject matter expert on all permitting of a large fiber deployment in the various markets. Experience in right-of-way and encroachment permits for telecommunication build preferred. Candidate must have local permitting experience and an understanding of the permitting application process for multiple Jurisdictions. Requirements and Responsibilities In conjunction with Engineering, coordinate and acquire permits and agreements in all aspects of an Eaton Fiber build deployment project. Oversee the movement of permits from design by the vendor to the jurisdiction. Oversee relations between our vendor and the jurisdictions as well as manage the quality and direction requested by the jurisdiction and intervene when necessary to ensure that permit requirements are being fulfilled. Ensure all permit payments are timely and invoiced appropriately As necessary, interfaces with jurisdictional staff to ensure compliance with applicable laws, codes, and ordinances, and leverage regulatory status to support deployment objectives. Collaborates and coordinates with internal functional groups to resolve permit issues and achieve project milestones, ensuring on-time and on-budget network delivery. Tracks permit project progress and maintain accurate data entry. Coordinates network permitting functions, including reviewing project reports, identifying issues, and ensuring adherence to cycle times and project forecasting accuracy. Ensures all permits are submitted in a timely manner to ensure fiber build projects are not delayed. Ensure are permits are worked in a timely manner and are closed with the issuing authority correctly. Other duties as maybe assigned. What we are looking for: Bachelor's degree and min 5+ years of permitting experience in either the engineering, construction, architecture, or telecommunications industries; Experience with and understanding of wireline technologies specifically OSP fiber builds (buried/aerial, UG) Familiarity with coordinating ROW issues and managing OSP for aerial Fiber Optic networks. Ability to manage permitting processes, including highway, railroad, city, county, state, and municipal requirements for telecommunications construction. Local knowledge of traffic control permitting requirements. Expertise in Microsoft Office programs and Adobe Acrobat. Working knowledge of Google Earth/Maps. Highly organized, self-starter, and detail-oriented with excellent time management and strong attention to detail. Possess strong professional written, verbal, and interpersonal communication skills, including the ability to negotiate, build consensus, and provide solutions to problems. Ability to take direction with ease, including changes to schedule and workflow priorities, and work independently or as a team member. Critical thinking skills to make assessments and provide solutions to problems.
    $46k-59k yearly est. 2d ago
  • Technical Delivery Analyst

    AIG-American International Group, Inc. 4.5company rating

    Parsippany-Troy Hills, NJ job

    Make your mark in Information Technology. At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology (IT) team equips our colleagues with the latest tools to complete their work ef Delivery Analyst, Technical, Information Technology, Delivery, Analyst, Operations
    $73k-93k yearly est. 2d ago
  • Director, Financial Planning (New York/New Jersey/Connecticut)

    Edelman Financial Engines, LLC 4.6company rating

    Paramus, NJ job

    Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing Practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: Serve the client's best interests, providing outstanding financial advice guidance Effectively evaluate client situations and analyze their needs Develop and present a compelling set of recommendations Adept at building positive relationships with clients Skilled at influencing clients to improve their financial well-being Requirements: Direct client-facing experience in a fee-based wealth management or planning role Results driven approach with a consistent track record to form relationships Desire for role with base salary, performance-based compensation and growing earnings potential Must possess an active Series 65 Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment A Clean U-4 A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory servicesprovidedby Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or *******************************. 1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024. #J-18808-Ljbffr
    $125k-350k yearly 2d ago
  • Trademark Data Management Analyst

    Source One Technical Solutions 4.3company rating

    Summit, NJ job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ No Third-Party, No Corp to Corp, No Sponsorship Title: Trademark Data Management Analyst Location: Summit, NJ Hybrid: (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $33.57 per hour (w2) PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Job Description: The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams. Key Responsibilities: Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel. Manage trademark assignment and chain of title changes, including communication with outside counsel. Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization. Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification. Assist with overflow projects and provide backup during team members' absences. Job Requirements: MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Required proficiency in trademark IPMS databases, preferably Memotech. Understanding of trademark law sufficient to perform duties with minimal supervision. Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities. Experience handling high-volume, complex data with the ability to multitask and work under pressure. Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat. Proven ability to manage projects independently while providing clear updates to the IPOperations Manager. Preferred but not required: New Jersey Notary certification. Comfortable using information technology and document management tools. Strong written and verbal communication skills, capable of effective interaction at all company management levels.
    $33.6 hourly 3d ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote or Toms River, NJ job

    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 ***************************
    $77k-137k yearly est. Easy Apply 60d+ ago
  • Paralegal

    Source One Technical Solutions 4.3company rating

    Summit, NJ job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical manufacturing client in Summit, NJ . This role will be onsite and available to candidates local to the Summit, NJ No Third Party or Corp to Corp or sponsorship. Title: Paralegal Location: Summit, NJ Onsite (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $43.57 per hour (w2) ***Must have eBilling experience and or Onit software Description: Support day to day Legal Matter Management (ELM) and eBilling activities. Key Responsibilities • Support timekeeper review and approval process in Onit. • Support matter budget process within Onit. • Perform first level invoice review, ensuring accuracy against Outside Counsel Guidelines and ensuring required fields are populated. • Open new matters, as needed, ensuring all necessary details are captured • Assist with generating ad hoc reports Required Qualifications • Associate's degree or equivalent certification. • 5+ years of work experience in a law firm or legal department. • 2+ years of experience supporting eBilling and matter management, preferably using Onit. • Proven success operating in global, matrix environment. • Must have ability to communicate complex ideas clearly and concisely • Proven ability to examine issues, make appropriate decisions and ensure prompt actions. • Experience with technology used in a Corporate legal department including but not limited to: Onit, PowerBI and/or Tableau, Power Automate, Sharepoint, Teams, CoPilot, Writer • History of performance aligned with *** Values and Behaviors
    $43.6 hourly 3d ago
  • Shipping and Receiving Specialist

    Wiss 4.4company rating

    New Jersey job

    Individual will be responsible for managing all customer service functions related to the shipping and receiving department. This includes processing and tracking customer orders, coordinating freight and logistics activities, maintaining compliance with control state requirements, reconciling inventory records, and generating timely reporting. The role requires a balance of customer interaction, administrative accuracy, and operational coordination to ensure a seamless shipping and receiving process. Order Management Receive, verify, and accurately input all customer orders into the ERP system within 4 hours of receipt. Track order status and provide customers with proactive updates on shipping timelines, delays, or changes. Shipping & Logistics Coordination Schedule and coordinate all shipments with trucking companies, ensuring timely pickups and deliveries. Prepare, process, and audit Bills of Lading (BOLs) for accuracy and compliance. Generate and distribute warehouse pick sheets to ensure orders meet scheduled ship dates. Inventory Management Process receipts of raw materials into inventory and reconcile discrepancies with purchasing and warehouse teams. Perform weekly and monthly reconciliations of finished goods and raw material inventories. Ensure accuracy of all control state inventory reporting, including communication with state agencies through online portals or other methods as required. Reporting Prepare and distribute daily, weekly, and monthly shipping and inventory reports. Maintain filing system for purchase orders, pick tickets, bills of lading, and regulatory state reports. Customer Service Respond to all customer inquiries within one business day. Resolve customer complaints regarding order discrepancies in collaboration with operations and accounting. Provide product availability, pricing, and shipping information as requested. Additional Responsibilities Work in compliance with all company safety policies and OSHA requirements. Assist in audits and compliance reviews related to shipping, receiving, and inventory. Perform cross-training in related departments to provide coverage when needed. Knowledge, Skills, and Abilities Strong proficiency in MS Excel, Word, Outlook, and ERP systems Excellent written and verbal communication skills for both internal teams and external customers. Strong mathematical and analytical skills for reconciling inventory and verifying shipment accuracy. Ability to prioritize multiple tasks and perform well under tight deadlines. Exceptional organizational skills with attention to detail. Knowledge of freight, logistics, and inventory control processes. Minimum Qualifications Minimum 5 years of experience in customer service, logistics, or accounting roles. Prior experience in a manufacturing or distribution environment strongly preferred. Experience working with state-controlled inventory or regulatory reporting is a plus. Physical & Environmental Requirements Occasional time spent on the production/warehouse floor to verify shipments or inventory Ability to lift up to 25 lbs. when handling documents, files, or small packages. Work is performed in both office and manufacturing environments with moderate noise levels.
    $38k-47k yearly est. 5d ago
  • Investment Consultant - Red Bank, NJ

    Charles Schwab 4.8company rating

    Red Bank, NJ job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-146k yearly est. 2d ago
  • Engineering GIS Analyst

    Eaton Fiber 4.7company rating

    Bergenfield, NJ job

    Eaton Fiber is building a network with future-forward technologies, systems and network architecture. Eaton Fiber is a portfolio company of Tillman Global Holdings, a holding company focused on building premier digital infrastructure businesses globally. We have an incredible opportunity for an experienced Engineering GIS Analyst to join our team. Requirements and Responsibilities Coordination of geospatial solutions for the Eaton Fiber engineering and construction team. Interface with Internal/External teams in Support of issued Market Order Audit and Maintain SFU/MDU OSP as-built records/Permits/Fiber testing/JHA conformance payment records in Sitetracker. Collect, organize, and analyze geospatial data related to the existing/proposed OSP designs/permits, such as maps, aerial imagery, land-use data, and other relevant data. Responsible for forecasting engineering design progress. Analyze collected GIS data to provide insights into the feasibility, cost, and design impact of the proposed OSP fiber builds. Create and maintain accurate and up-to-date GIS maps, drawings, and related data for OSP designs and As-builts. Collaborate with OSP engineers and other team members to understand project requirements and accurately capture the project requirements and goals. What we are looking for: 5 years of experience working with GIS tools and software, such as ArcGIS or QGIS 5 years of Experience in OSP fiber optic design. B.A./B.S. preferred, (A.A. required) Highly skilled in development of databases and deploying map services. Strong analytical skills and attention to detail. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Knowledge of industry standards and regulations related to OSP design.
    $70k-85k yearly est. 2d ago
  • Private Banking VP: Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Summit, NJ job

    A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs. #J-18808-Ljbffr
    $122k-158k yearly est. 1d ago
  • Tech Risk and Controls Lead - Cloud Services

    Jpmorganchase 4.8company rating

    Jersey City, NJ job

    Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Corporate Technology - Cloud Foundational Services Tech Risk and Tech Controls team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape. Job responsibilities Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives Preferred qualifications, capabilities, and skills CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
    $117k-143k yearly est. Auto-Apply 6d ago
  • Client Specialist, Commercial Real Estate Banking, Commercial Term Lending

    Jpmorganchase 4.8company rating

    Jersey City, NJ job

    Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.
    $64k-93k yearly est. Auto-Apply 14d ago
  • Payments Sales Fulfillment Associate

    Jpmorganchase 4.8company rating

    Jersey City, NJ job

    Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team. As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service. About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment. Job responsibilities Provide subject matter expertise, confirm scope of requests, products, and services Initiate global implementation requests for new business with clients Own process for simple and complex implementations Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests Submit billing information; including billing adjustments Conduct rate changes for clients as directed by client coverage teams. Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries) Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience Apply required control procedures Required qualifications, capabilities and skills Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures Superior verbal and written communication skills with the ability to mobilize internal networks and resources Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
    $34k-42k yearly est. Auto-Apply 56d ago
  • President & CEO

    The Moran Company 4.0company rating

    River Vale, NJ job

    Spectrum for Living Development, Inc. River Vale, New Jersey The Moran Company is pleased to partner with Spectrum for Living Development, Inc. to recruit the organization's next President & CEO. Spectrum for Living Background Founded in 1978 by parents of children with developmental disabilities, Spectrum for Living's primary goal is to develop a total lifetime program to meet the needs of this population and remedy service inequities. Spectrum provides a wide variety of comprehensive services for up to 1,000 individuals with disabilities, including an Intermediate Care Facility, 14 residential group homes, 5 supervised apartments, and 5 adult day programs across Bergen, Passaic, and Middlesex counties in New Jersey. Additional services include case management, respite, supported employment, and recreation. Spectrum operates with a $48 million budget and employs 600 staff. Its administrative office is in River Vale, New Jersey, an upscale, safe, family-friendly suburb with highly rated public schools and easy access to Manhattan. Position Summary The President/CEO serves as the Administrative Agent of Spectrum for Living. This position provides leadership and overall management by administering a delivery system of comprehensive services/supports in accordance with the organization's mission and implementing policies and programs approved by the Board of Trustees (Board). This managerial position holds full authority and responsibility for all employees through an organized supervisory system. The CEO has the authority to exercise independent judgment, establish policies and procedures, and ensure all control systems are in place for the effective and efficient management of the organization. Key Responsibilities Management and Administration: Provide effective administrative leadership; develop a comprehensive management system for efficient planning, monitoring, and evaluation; ensure adherence to the mission, philosophy, and strategic goals; oversee human resources management, staff evaluation, and staff development; formulate policy and planning recommendations for the Board; coordinate leadership for full licensure; serve as lead contract officer for agreements, major purchases, and capital improvements; plan, organize, control, and evaluate administrative functions; and serve as the final arbitrator of staff grievances. Financial Management: Develop and implement annual operating and capital budgets (with the CFO); ensure proper financial reporting; maintain control and direction for all funding sources; ensure the agency's financial viability; provide leadership for all fundraising efforts; and oversee the physical assets of the agency. Board Relations: Advise and inform Board members on all significant matters affecting the agency; interface between the Board and staff; serve as an advisor on Board committees; provide honest feedback to the Board on all programs and make recommendations concerning new programs/growth opportunities; assist with new Board member orientation; attend all regular Board and designated Committee meetings; advise the Board on federal, state and local regulatory initiatives that may impact the agency; act as the designated agent of the Board; and assumes membership on the Endowment Board. Advocacy and Community Relations: Initiate, maintain, and enhance community relations with various agencies, officials, and business leaders; participate actively on relevant external boards/committees (e.g. ABCD); ensure that the agency's needs and objectives are heard and understood by regulatory authorities; advocate for public policy supporting individuals with intellectual and developmental disabilities (I/DD); promote effective relationships with other I/DD-serving organizations; advocate for public policy supporting providers, people with I/DD and their families; and educate the Board and families on public policy/regulatory matters affecting the I/DD community. Development and Fundraising: Drive organizational development/fundraising initiatives; actively participate in grant development, presentations, and securing corporate sponsors; encourage all families/stakeholders to support the agency; and develop relationships with local business and community leaders and other major donors. Program Development and Planning: Develop and implement services that meet community needs; evaluate services against goals, objectives, and established KPIs; ensure annual review of policies and procedures for regulatory compliance; maintain up-to-date information on I/DD; participate in special studies/projects; develop expansion or modification plans; and oversee the commitment to Continuous Quality Improvement (CQI) programs agency wide. Additional Responsibilities: Conduct regular staff and management meetings for information dissemination and problem resolution; attend family meetings to enhance communication; mentor the executive team and administrative staff; participate in staff development and training; attend operating and non-Board committees/work groups; and serve as an agency representative at public/community meetings. Professional Qualifications and Personal Attributes Qualifications: Bachelor's degree required. A master's degree in business/nonprofit management, finance, and/or Health and Human Services is strongly preferred. Experience: A minimum of ten years of increasingly responsible executive management experience is required, in the developmental disabilities, human services or healthcare sector. Experience must include strategic leadership, fiscal management, organizational resourcing, planning, budgeting, programming, procurement, management, and technical expertise in administering federal and state grant funding. Previous success in establishing external relationships with individuals and organizations of influence, including government agencies, civic leaders, partner agencies, support coordinators and family advocacy groups. Attributes: Commitment and passion to promote the highest quality of life, purpose, and independence for adults with I/DD. Excellent interpersonal skills (listening, sensitivity, conflict resolution, negotiation); excellent verbal and written communication skills with the ability to inspire support for the mission; strong strategic and critical thinking, diplomacy, and relationship building; keen judgment and decision-making skills; strong collaborative and leadership abilities; ability to interact effectively with all levels of management, the Board, and outside regulatory agencies; ability to work independently, manage multiple tasks simultaneously, and demonstrate exceptional follow-up. Knowledge: Comprehensive knowledge of laws and regulations from DHS/DDD, DHSS, HUD, HCFA, OPWDD, SED, Department of Health, and other regulatory agencies is required. Compensation The projected compensation range for this position is $350,000 to $375,000 annually, commensurate with education and experience. Compensation is supplemented by a strong benefits package, including medical, prescription & vision, dental, life insurance, long-term disability, and a 403(b) plan. Relocation expenses are negotiable. Statement of Non-Discrimination Spectrum for Living is an Equal Employment Opportunity Employer. It is the policy of the organization to provide equal employment opportunities to all covered persons and not discriminate against any person because of race, religion, creed, color, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, national origin, ancestry, ethnicity, genetic traits, citizenship, military status, marital status, pregnancy, use or non-use of tobacco products, atypical cellular or blood trait, mental or physical disability including AIDS or being HIV positive, affectional preference, sexual orientation, civil union or domestic partnership status, or any other protected characteristic as established by federal, state, or local law. Application Process The Moran Company is conducting the search for the Spectrum for Living, Inc. President/CEO. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
    $350k-375k yearly Auto-Apply 42d ago
  • Loan Acquisition Specialist

    Onemain Financial 3.9company rating

    West Orange, NJ job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site PAY: Target base salary range is $19.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $19-23 hourly Auto-Apply 2d ago
  • Banking Associate - Beach Haven (30 Hour)

    TD Bank 4.5company rating

    Beach Haven, NJ job

    Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: * Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services * Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations * Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer * Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience * Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert * Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking * Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: * High school diploma or GED * 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred * Demonstrated Customer Service skills preferred * Ability to work during operating hours to include evenings, weekends and holidays as scheduled * Teller experience preferred * Required to complete Teller training and part 1 of platform training upon hire * Strong organization skills to handle multiple tasks in a fast-paced environment * Excellent communication skills with ability to be concise, clear and consistent * Demonstrated effective problem-solving skills * Demonstrated ability to schedule and prioritize work * Demonstrated ability to work independently and within deadlines * Sound judgment in decision making and problem solving * Proficient in Microsoft Office * Notary License preferred Customer Accountabilities: * Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers * Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral * Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings * Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert * Understands and supports the Bank's customer service strategy * Considers the impact of decisions on the well-being of TD, its customers and stakeholders * Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers * Ensures tasks are performed within established policy and procedures * Successfully completes all required job specific, compliance-related training * Understands, utilizes and follows compliance/risk and control programs * Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans * Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: * Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer * Accurately processes cash/deposit/withdrawal transactions and other account servicing requests * Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address * Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents * Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions * Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR * Follows policy and procedure for Customer Authentication * Acts as Dual Control agent when required * Follows all required open/close procedures Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of * the team * Be an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 22d ago
  • Manager, Finance Business Partner

    Mastercard 4.7company rating

    Bogota, NJ job

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Finance Business Partner Overview Mastercard's Technology (TECH) Business Unit operates the company's integrated global payments processing network. TECH uses its expertise to make payments safe, simple, and smart. TECH Finance team strives to provide accurate financial and operational data to our business partners to enable sound financial decision making. The Finance Business Partner is responsible for providing financial guidance and support to our business partners, reporting, planning including budget & forecast, and ad-hoc analysis. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks. Role * Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks. * Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for management to support decisions. * Assist with strategy and process improvements related to budgeting, forecasting, systems and other key areas to ensure alignment with market objectives; proactively identify ways to improve processes and execute agreed upon improvements * Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders * Identify, analyze, and communicate trends and issues affecting the business, including addressing ad hoc financial queries or analysis, and assist to formulate and drive mitigation plans * Represent Finance as a key stakeholder in various management meetings * Support financial reporting process for all major localization initiatives * Check and maintain the integrity of financial models and add improvements where possible. * Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle) All About You * Master's in Finance or CPA preferred * Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience * Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus * Ability to translate complex information into simple parts * Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives. * Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently * Strong communicator with experience working with colleagues from other business units and markets * Experience creating and delivering presentations for internal learning, training events and/or business discussions * Strong sense of urgency; excels in a deadline driven work environment * Strong skills in Hyperion, Excel and PowerPoint required Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
    $107k-139k yearly est. Auto-Apply 4d ago

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