Sales Associate jobs at The Citizens First National Bank Of Storm Lake - 434 jobs

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions NOTE: Only experienced candidates with relationships and a book of business will be considered. Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business NOTE: Only experienced candidates with relationships and a book of business will be considered. Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business NOTE: Only experienced candidates with relationships and a book of business will be considered. Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business NOTE: Only experienced candidates with relationships and a book of business will be considered. Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: Hybrid workplace: work from home 2 days per week! Health insurance: competitive medical, dental, and vision programs Commuter benefits 401(k) with a company match Charitable contribution match program for employees Company-paid life insurance, short-term and long-term disability insurance Paid time off: vacation, personal days, sick leave, etc. Intentional culture celebrations and social outings OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES Position: The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform. Essential Responsibilities: A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise An ability to maintain and build valuable and trusted relationships with your clients Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences Respond effectively to client inquiries pertaining to trading and pricing Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs A self-motivated individual that can work both independently and within a team structure A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals This role will report directly to the Head of Fixed Income Sales Required Qualifications: Bachelor's degree Three or more years of related experience in Institutional Fixed Income Sales A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity An established set of client references Excellent written and verbal communication skills FINRA series 7 and 63 required Role up your sleeves, team first approach to doing business Salary Expectations: Base salary is initially expected to be $100,000-$150,000 draw + commissions NOTE: Only experienced candidates with relationships and a book of business will be considered. Location: Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Miami, Portland) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this role BlackRock's Separately Managed Account Solutions (SMA Solutions) is seeking a Portfolio Specialist to work within the dynamic and fast-paced environment of our Fixed Income SMA Team in the Princeton office. As a Portfolio Specialist, you will build relationships internally with Portfolio Managers, Trading Desks, Operations, and the Sales organization as well as externally with clients and Financial Advisors. On a day-to-day basis, you will actively deliver a broad set of separately managed account investment solutions across various platforms and sponsors, ensure accurate model implementation, and minimize performance dispersion for a rapidly growing client population! In addition to having a passion for markets and investing, a successful candidate we are seeking will bring robust technology skills to help develop and drive process efficiencies and automation of manual tasks, while providing new perspectives on ways to increase scale across a rapidly growing business! Responsibilities: • Develop expert knowledge of the Team's trade modeling and order creation systems • Trade client accounts - invest/divest assets as appropriate, rebalance accounts, etc. • Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk • Handle incoming FA inquiries, provide a professional investment experience and resolve account-related issues accurately and efficiently. • Provide thoughtful ideas and contribute to the streamlining of processes through technology improvements and automation • Produce various internal reports relating to trading and investment performance on a timely and accurate basis • Assist Portfolio Managers in handling significant new account growth • Provide basic financial market information via Thomson, Bloomberg, etc. • Produce reports for running the business • Prepare client and prospect presentations, including gathering statistical data • Develop a broad understanding of BlackRock's SMA product offerings Requirements: • BA/BS is required or considerable portfolio support experience • Series 7 and 66 licenses or the ability to obtain within the first 3-6 months of employment required • Strong technology skills and proficiency with Excel, Python, and SQL are highly preferred • Demonstrated experience working both independently and as part of a team in a highly collaborative environment • Experience with Aladdin is preferred • Experience with trading and implementation of separately managed accounts (SMAs) is preferred • Ability to prioritize responsibilities and manage multiple tasks in a fast-paced environment, while demonstrating meticulous attention to detail • Strong process awareness and ability to identify and address operational risk issues • Demonstrated ability to effectively communicate and present in group settings • Fixed Income market knowledge preferred For Princeton, NJ Only the salary range for this position is USD$105,000.00 - USD$140,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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

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

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

Bear Builder associates are fun, easy-going, team-oriented individuals who engage with guests, to create a unique and memorable experience. Responsibilities: Provide exceptional guest service by assisting guests in creating their personalized furry friends, ensuring a memorable and enjoyable experience Actively engage with guests demonstrating genuine enthusiasm for our brand Create a warm and inclusive atmosphere for guests, fostering positive interactions, and guaranteeing that each guest leaves satisfied with their experience Uphold operational excellence by consistently meeting brand standards and guidelines, ensuring a seamless and cohesive experience for all guests Strong team commitment; be dependable, engaged, and helpful Required Qualifications: High school diploma or GED equivalent P referred Qualifications: Associate's (or higher) degree in business, management, or a related field Behavioral Traits for Success: Possesses a “How Can I Help” attitude Enjoys meeting and interacting with new people Dependable and flexible Models personal and professional integrity Naturally warm and fun-loving Ability to remain calm under challenging circumstances Working Environment: Active retail store leadership requires the ability to sit, stand, and move around for duration of shift Work environments include indoor/outdoor malls, strip centers, and other retail locations Lift > 25 pounds Your Performance Will Be Measured On: Your performance will be measured by your ability to achieve annual department objectives and corporate goals which include but are not limited to the following. Decision-making, judgment, and execution Ability to create an Experience First culture for guests and associates Achievement of assigned goals Consistent execution of operational standards Stakeholder feedback This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Supervisors may assign additional functions and requirements as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and Build-A-Bear, Inc. reserves the right to change this job description and/or assign tasks for the employee to perform, as may deem appropriate.

Bear Builder associates are fun, easy-going, team-oriented individuals who engage with guests, to create a unique and memorable experience. Responsibilities: Provide exceptional guest service by assisting guests in creating their personalized furry friends, ensuring a memorable and enjoyable experience Actively engage with guests demonstrating genuine enthusiasm for our brand Create a warm and inclusive atmosphere for guests, fostering positive interactions, and guaranteeing that each guest leaves satisfied with their experience Uphold operational excellence by consistently meeting brand standards and guidelines, ensuring a seamless and cohesive experience for all guests Strong team commitment; be dependable, engaged, and helpful Required Qualifications: High school diploma or GED equivalent P referred Qualifications: Associate's (or higher) degree in business, management, or a related field Behavioral Traits for Success: Possesses a “How Can I Help” attitude Enjoys meeting and interacting with new people Dependable and flexible Models personal and professional integrity Naturally warm and fun-loving Ability to remain calm under challenging circumstances Working Environment: Active retail store leadership requires the ability to sit, stand, and move around for duration of shift Work environments include indoor/outdoor malls, strip centers, and other retail locations Lift > 25 pounds Your Performance Will Be Measured On: Your performance will be measured by your ability to achieve annual department objectives and corporate goals which include but are not limited to the following. Decision-making, judgment, and execution Ability to create an Experience First culture for guests and associates Achievement of assigned goals Consistent execution of operational standards Stakeholder feedback This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Supervisors may assign additional functions and requirements as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and Build-A-Bear, Inc. reserves the right to change this job description and/or assign tasks for the employee to perform, as may deem appropriate.

Bear Builder associates are fun, easy-going, team-oriented individuals who engage with guests, to create a unique and memorable experience. Responsibilities: Provide exceptional guest service by assisting guests in creating their personalized furry friends, ensuring a memorable and enjoyable experience Actively engage with guests demonstrating genuine enthusiasm for our brand Create a warm and inclusive atmosphere for guests, fostering positive interactions, and guaranteeing that each guest leaves satisfied with their experience Uphold operational excellence by consistently meeting brand standards and guidelines, ensuring a seamless and cohesive experience for all guests Strong team commitment; be dependable, engaged, and helpful Required Qualifications: High school diploma or GED equivalent P referred Qualifications: Associate's (or higher) degree in business, management, or a related field Behavioral Traits for Success: Possesses a “How Can I Help” attitude Enjoys meeting and interacting with new people Dependable and flexible Models personal and professional integrity Naturally warm and fun-loving Ability to remain calm under challenging circumstances Working Environment: Active retail store leadership requires the ability to sit, stand, and move around for duration of shift Work environments include indoor/outdoor malls, strip centers, and other retail locations Lift > 25 pounds Your Performance Will Be Measured On: Your performance will be measured by your ability to achieve annual department objectives and corporate goals which include but are not limited to the following. Decision-making, judgment, and execution Ability to create an Experience First culture for guests and associates Achievement of assigned goals Consistent execution of operational standards Stakeholder feedback This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Supervisors may assign additional functions and requirements as deemed appropriate. This document does not represent an expressed or implied contract of employment, nor does it alter your at-will employment, and Build-A-Bear, Inc. reserves the right to change this job description and/or assign tasks for the employee to perform, as may deem appropriate.

************************** You will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working across all levels of our clients' organizations and providing expertise on topics such as: Current-State Technology Assessments Business-Aligned Technology Roadmap Development IT Organization and Operating Model Evaluation Build vs. Buy and Software Selection Decisions IT Spend Analysis and Optimization General IT Strategy EXPERIENCE: 5+ years of SaaS sales experience Pricing Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook; Pipeline He will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working at all levels of our clients' organizations and providing expertise in topics such as: Current State Technology Assessments Development of business-aligned technology roadmap IT Organizational and Operating Model Assessment Software selection and build decisions vs. purchases IT spend analysis and optimization Overall IT Strategy EXPERIENCE: More than 5 years of experience in SaaS Precious sales He excels in creating pricing proposals, negotiating terms, and managing the contract process. Credible - Experience selling to a technical and commercial audience, building trust and mutual respect. Passionate: Think creatively and possess strong interpersonal and communication skills to make complex financial, technical, and contractual details sound simple. Travel: You must be willing to travel to meet with customers. Manual for the construction of experiences; Pipe Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult

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 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. Target base salary range is $17.00-$20.00, 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. 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

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 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

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 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. Target base salary range is $15.00-$19.00, 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.

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 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. Target base salary range is $17.00-$20.00, 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 Revenue Group is part of a group of companies that also includes Hospital Referral Services, Sales loft, and Safeguard Screening (criminal background checks) and has a combined total of approximately 300 employees. We are a leading national accounts receivable firm who provides third party contingency collection, billing office services, and factoring services for medical, financial, and retail businesses. Founded in 1994, headquartered in Cleveland, Ohio and led by owner and president Trey Sheehan, our company achieves success by combining people, process, and the latest in technology to provide clients with unmatched results and the highest customer satisfaction in the industry. Revenue Group maintains the lowest turnover rate within the collections industry - 2 to 3 times lower than the industry standard - and is a member of the American Collectors Association, the American Association of Health Care Professionals, the Healthcare Financial Management Association, Ohio Collectors Association, and the International Billing Job Description Utilize dialer to execute outbound/inbound phone calls. Contact, qualify, and enroll businesses for new acquisitions. Ensure information is collected accurately and processed in an efficient manner. Achieve and/or exceed all sales goals and quotas. Handle confidential financial information in a highly professional and ethical manner. Adhere to all state and local laws 100% of the time to maintain compliance Qualifications At the least (1) to five (5) years of business to business sales experience One (1) to five (5) years of call center experience Ability to handle confidential information in a sensitive manner. Proficient computer skills. High school diploma or GED. Enthusiastic, High energy, and positive attitude Additional Information Training One week of classroom training followed by one week of on the floor training. Continual coaching and development after training. Typical Day Free parking. Contemporary style break room equipped with: TV, games, Hot/Cold vending, microwave, refrigerator, etc. Full time, Monday-Friday. Shifts are 8am - 5pm, (1/2 hour lunch) Compensation and Benefits Full Benefits after 90 days: Medical, Dental, Life, 401(k), PTO Hourly compensation is based on experience and will range from $10.00-$13.00. Quotas will be adjusted as you gain tenure. Commission structure based on production. Commissions are uncapped; the more you sell the more you can make! Growth Opportunity The Revenue Group promotes from within and offers advancement opportunities. Other opportunities: medical billing department, customer service, and administrative Support/functions. Interview Process Phone interview with HR Recruiter. On-site, face-to-face interview(s) Final interview with SalesLoft Manager. Criminal background check

The Revenue Group is part of a group of companies that also includes Hospital Referral Services, Sales loft, and Safeguard Screening (criminal background checks) and has a combined total of approximately 300 employees. We are a leading national accounts receivable firm who provides third party contingency collection, billing office services, and factoring services for medical, financial, and retail businesses. Founded in 1994, headquartered in Cleveland, Ohio and led by owner and president Trey Sheehan, our company achieves success by combining people, process, and the latest in technology to provide clients with unmatched results and the highest customer satisfaction in the industry. Revenue Group maintains the lowest turnover rate within the collections industry - 2 to 3 times lower than the industry standard - and is a member of the American Collectors Association, the American Association of Health Care Professionals, the Healthcare Financial Management Association, Ohio Collectors Association, and the International Billing Job Description Utilize dialer to execute outbound/inbound phone calls. Contact, qualify, and enroll businesses for new acquisitions. Ensure information is collected accurately and processed in an efficient manner. Achieve and/or exceed all sales goals and quotas. Handle confidential financial information in a highly professional and ethical manner. Adhere to all state and local laws 100% of the time to maintain compliance Qualifications At the least (1) to five (5) years of business to business sales experience One (1) to five (5) years of call center experience Ability to handle confidential information in a sensitive manner. Proficient computer skills. High school diploma or GED. Enthusiastic, High energy, and positive attitude Additional Information Training One week of classroom training followed by one week of on the floor training. Continual coaching and development after training. Typical Day Free parking. Contemporary style break room equipped with: TV, games, Hot/Cold vending, microwave, refrigerator, etc. Full time, Monday-Friday. Shifts are 8am - 5pm, (1/2 hour lunch) Compensation and Benefits Full Benefits after 90 days: Medical, Dental, Life, 401(k), PTO Hourly compensation is based on experience and will range from $10.00-$13.00. Quotas will be adjusted as you gain tenure. Commission structure based on production. Commissions are uncapped; the more you sell the more you can make! Growth Opportunity The Revenue Group promotes from within and offers advancement opportunities. Other opportunities: medical billing department, customer service, and administrative Support/functions. Interview Process Phone interview with HR Recruiter. On-site, face-to-face interview(s) Final interview with SalesLoft Manager. Criminal background check