Litigation Business Process Specialist (COLORADO SPRINGS)
Colorado Springs, CO jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
There are 2 positions available.
As a dedicated, Business Process Owner Senior you will plan, direct, and coordinate activities for complex processes, including problem definition, evaluation of requirements, design, testing, and implementation of business processes. You will be responsible to understand the process operating objectives, business rules, performance requirements, risks, and controls and interactions between dependent processes to minimize failures, eliminate redundancies, and control process performance necessary to achieve efficient, effective design and execution of the process. You will support alignment of process to overall experience strategy and vision.
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Chesapeake, VA, Colorado Springs, CO, Phoenix, AZ, San Antonio, TX, or Tampa, FL.
Relocation assistance is not available for this position.
These positions will support Claims Litigations.
What you'll do:
Develop and implement strategic customer specific business process program plans that align with enterprise strategy and influence appropriate roadmap(s).
Apply expert knowledge of the business and lead the alignment and development of business deliverable processes and capabilities to materially change and improve business performance.
Serve as functional expert bringing diverse perspective to leverage multiple ways of thinking while developing end-user focused process solution.
Manage the performance of processes by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements.
Identify, own, execute, enhance, and align controls to mitigate operational and compliance risks as it pertains to owned processes as it pertains to owned processes.
Develop communication plans for customers and internal stakeholders.
Ensure alignment between internal stakeholders and customers across all business process projects and services using proactive communication and engagement strategies.
Utilize reporting, data, and analytics to measure process and project performance, deliver process operational efficiencies, and inform key stakeholders.
Stay current with emerging technologies and evaluates business processes to lead continuous process improvement efforts.
Lead solution development including business case / benefits substantiation and drive business requirements for process improvement initiatives.
Provide mentorship and guidance support for team and applicable business partners.
Actively provide relevant business performance intel to progress the planning, research, analysis, development, and implementation of new and modifications to existing applications and processes to provide new or improved capabilities, products, and/or services.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years business process execution/knowledge/experience, consulting, and/or process engineering/optimization.
Experience in successfully applying quality management, process improvement, and problem-solving tools and methodologies.
Experience in implementing and sustaining change/improvements (change champion).
Hands on experience with Process Mapping and Modeling and creating and validating process documentation.
Experience in the application of process management standards and policies, and knowledge of applicable regulations and risk management practices.
Demonstrated experience with Lean, Business Process Management, or similar methodology.
Demonstrated experience with utilizing various systems to collect and analyze data.
What sets you apart:
P&C Litigation Claims Operations and/or Optimization experience.
2+ years Manager, Claims Operations experience.
Deep operational knowledge of end-to-end Injury and/or Litigation Claims processes.
Proven ability to use analytical tools and data to inform business decisions.
Proven thought leader.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Cybersecurity GRC Specialist
Irvine, CA jobs
Who We Are
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement.
We Take Care of Our People
Along with competitive pay, as an employee of HCA, you are eligible for the following benefits:
Medical, Dental and Vision plans that include no-cost and low-cost plan options
Immediate 401(k) matching and vesting
Vehicle purchase and lease discounts plus monthly vehicle allowances
Paid Volunteer Time Off with company donation to a charity of your choice
Tuition reimbursement
What to Expect
The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards.
What You Will Do
1. Cybersecurity Governance and Risk Management
Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes.
Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures.
Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments.
2. Cybersecurity Risk Assessment
Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments.
Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment.
Cybersecurity Governance and Risk Reporting
Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps.
Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization.
Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics.
Qualifications
What You Will Bring
Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems.
Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field
Master's degree a plus.
Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable.
Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting).
Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161).
Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations.
Basic understanding of financial regulatory frameworks and cybersecurity best practices.
Ability to communicate complex security concepts to business leaders and technical teams.
Work Environment
Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment.
The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range.
California Privacy Notice
This notice only applies to our applicants who reside in the State of California.
The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”).
If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.
Primary Location: United States-California-Irvine
Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612
Job: Information Security
Job Type: Regular
Overtime Status: Exempt
Schedule: Full-time
Minimum Salary: $92,500.00
Maximum Salary: $143,500.00
Tax Operations Specialist
San Francisco, CA jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
At Check, we make paying and filing taxes seamless, enabling our partners to build best-in-class payroll businesses. The Tax Operations team sits at the core of this mission, turning complex tax workflows into reliable, repeatable processes that power partner success.
As a Tax Operations Specialist, you will contribute to operational excellence by executing and optimizing critical tax functions. You'll focus on balancing tax accounts, managing corrections and amendments, supporting tax compliance, and streamlining internal workflows to ensure accuracy, efficiency, and scalability.
This role is for someone who thrives on operational precision, solves problems with a hands-on approach, and is energized by making complex systems work better.
In this role, you will:
Ensure tax compliance by executing accurate filings and remittances and proactively updating filing specifications and systems in response to regulatory changes.
Manage corrections and amend tax returns as needed, working within established workflows and partnering across teams to resolve discrepancies.
Balance tax accounts and reconcile discrepancies to support accurate and timely tax reporting.
Assist in resolving complex tax escalations through root cause analysis and cross-functional collaboration.
Identify opportunities to simplify and optimize tax operations, proposing process improvements and leveraging data for continuous refinement.
Partner closely with Payroll Operations, R&D, and Revenue teams to streamline tax workflows and contribute to initiatives that enhance compliance and partner satisfaction.
Tools for the Job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
3-5 years of experience in tax operations, compliance, payroll, or related functions, with strong knowledge of tax filing and remittance processes.
Experience handling corrections, amendments, and account reconciliations in a payroll or tax context.
Familiarity with compliance requirements and best practices in a regulated operational environment.
Demonstrated ability to identify process improvements and implement operational solutions at scale.
Strong problem-solving, organizational, and communication skills.
Comfort working cross-functionally to support product and partner outcomes.
A partner-first mindset with a strong focus on quality, efficiency, and service.
Travel and Office Policy: We build best when we come together on level ground.
The Check team is distributed across the US, and we have offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team offsites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in Mexico each spring.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays and the team hosts regular happy hours, game nights, etc.
What we offer:
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401k retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role depends on each candidate's experience, qualifications, and work location. Most new hires are placed near the midpoint of this range to ensure fairness with our existing team's compensation.
The expected range in San Francisco, New York, Los Angeles, and Seattle is between $92,500 and $101,750.
The expected range for all other locations is between $78,500 and $86,350.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyInvestment Operations Specialist
Denver, CO jobs
Job Description
Investment Operations Specialist Ameriprise Financial in Denver, CO
Are you looking to take the next step in your financial services career? An Ameriprise Financial practice in Denver, CO is seeking a driven and detail-oriented Investment Operations Specialist to join our team. In this role, you will support the practice through high-level operational work, investment-related responsibilities, and streamlined processes that help our advisors deliver exceptional service.
We are looking for someone with strong analytical skills, a commitment to accuracy, and a passion for supporting both client service and investment operations. If you have 2-5 years of industry experience, a bachelor's degree, and the drive to grow professionally, we'd love to speak with you.
Key Responsibilities
• Meeting Preparation: Prepare client meeting materials, with a focus on asset management, rebalancing, and money movement , and ensure advisors have all necessary information ahead of client meetings.
• Investment & Trading Support: Process trades and money movement requests, assist with the quarterly investment- review process, provide updates on alternative positions, and maintain documentation with precision and compliance awareness.
• Operational Coordination: Maintain organized workflows, handle follow-up items, and support day-to-day operational needs of the practice.
• Documentation Management: Prepare, update, and track essential client and firm documents to support efficient operations.
• Analytical Support: Assist with data analysis, asset management reporting, and create investment proposals while identifying process improvements that enhance practice efficiency.
• Organizational Leadership: Help uphold structure across systems, processes, and operational workflows.
Qualifications
• Education: Bachelor's degree required.
• Experience: 2-5 years of experience in financial services.
• Licensing: Series 7 and Series 66 required; Life & Health preferred.
• Licensing Flexibility: Not open to unlicensed candidates at this time.
• Skills:
- Excellent organizational abilities and attention to detail
- Strong analytical mindset
- Ability to manage multiple priorities with accuracy
- Proactive mindset and ability to manage complete workflows across a team- Clear written and verbal communication skills
- Proficiency with office and industry software
Compensation & Benefits
• Compensation: $70,000 annual salary (exempt).
• Bonus Potential: Opportunities for performance-based bonuses.
• Benefits Include:
- 401(k) with 4% employer match
- PTO: Accrues at approximately 0.83 days per month, up to 10 days per year.
- Seven Paid holidays
Schedule & Work Environment
• Location: In-office role with hybrid flexibility on non-client days.
• Hours: Monday-Friday, 8:00 AM-5:00 PM.
Equal Opportunity Employer
We are an equal opportunity employer and welcome applicants from all backgrounds.
Branch Operations Specialist or Branch Operations Officer
Petaluma, CA jobs
This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.
Summary for Both Positions:
Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities for Both Positions Include the Following:
Schedules branch staff to ensure appropriate branch coverage
Works with staff to ensure a positive customer experience
Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
Ensures Branch Certification package is accurate and complete
Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
Informs and advises clients of resolution on account disputes and other account activity
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
Reviews new account openings for adherence to published procedures and regulatory requirements
Answer phones and handles escalated customer service concerns
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Branch Operations Officer Sales Responsibilities:
Actively leads team in implementation of sales programs to generate targeted branch deposit growth
Evaluates needs of potential clients and offers appropriate financial products and services
Works closely with Branch Manager on business customer prospecting / business development, including outside calling
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Generates new business to assist in meeting established profitability goals
Assists with promotional activities as needed
Branch Operations Specialist Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and assist with promotional activities
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Evaluates needs of potential clients and offers appropriate financial products and services
Branch Operations Officer Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and motivates staff to success
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Branch Operations Specialist Supervisory Responsibilities:
Expected to manage up to 2 branch employees
Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Actively assist in managing employee schedules and confirming accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager with various assigned duties
Supports in client situations in the absence of the Branch Manager
Branch Operations Officer Supervisory Responsibilities:
Expected to manage up to 5 branch employees
Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Manage employee schedules and confirm accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Manages all client matters in the absence of the Branch Manager
Branch Operations Specialist Qualifications:
Minimum of 5 years banking experience
Minimum of 2 year's supervisory experience
Minimum 2 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Branch Operations Officer Qualifications:
Minimum of 8 years banking experience
Minimum of 4 years supervisory experience
Minimum 4 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Physical/Mental Demands & Work Environment for Both Positions:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $24.00-$38.61/hour DOE
Branch Operations Specialist or Branch Operations Officer
San Diego, CA jobs
Full-time Description
This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.
Summary for Both Positions:
Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities for Both Positions Include the Following:
Schedules branch staff to ensure appropriate branch coverage
Works with staff to ensure a positive customer experience
Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
Ensures Branch Certification package is accurate and complete
Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
Informs and advises clients of resolution on account disputes and other account activity
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
Reviews new account openings for adherence to published procedures and regulatory requirements
Answer phones and handles escalated customer service concerns
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Branch Operations Officer Sales Responsibilities:
Actively leads team in implementation of sales programs to generate targeted branch deposit growth
Evaluates needs of potential clients and offers appropriate financial products and services
Works closely with Branch Manager on business customer prospecting / business development, including outside calling
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Generates new business to assist in meeting established profitability goals
Assists with promotional activities as needed
Branch Operations Specialist Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and assist with promotional activities
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Evaluates needs of potential clients and offers appropriate financial products and services
Branch Operations Officer Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and motivates staff to success
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Branch Operations Specialist Supervisory Responsibilities:
Expected to manage up to 2 branch employees
Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Actively assist in managing employee schedules and confirming accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager with various assigned duties
Supports in client situations in the absence of the Branch Manager
Branch Operations Officer Supervisory Responsibilities:
Expected to manage up to 5 branch employees
Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Manage employee schedules and confirm accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Manages all client matters in the absence of the Branch Manager
Branch Operations Specialist Qualifications:
Minimum of 5 years banking experience
Minimum of 2 year's supervisory experience
Minimum 2 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Branch Operations Officer Qualifications:
Minimum of 8 years banking experience
Minimum of 4 years supervisory experience
Minimum 4 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Physical/Mental Demands & Work Environment for Both Positions:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $24.00-$38.61/hour DOE
Branch Operations Specialist - Antelope Valley, CA
Lancaster, CA jobs
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our Antelope Valley Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Supports the assigned branch throughout the Antelope Valley Region by performing duties on the teller line, in new accounts, and branch operations.
Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record.
May occasionally be assigned to back-office departments.
May also assist with special projects.
Ensures high quality customer service goals are met.
May train staff on proper bank procedures.
Other duties as assigned.
Qualifications:
MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months.
MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
High school diploma or equivalent required.
Ability to contribute to the development of branch operations, new accounts, and sales principles.
Proficient training skills.
Benefits:
Mileage and travel time pay.
Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Employee Ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $25 - $31 hourly depending on job-related factors such as level of experience.
Operations Specialist
Los Angeles, CA jobs
About the Hiring Team The Overseas Administration Department is an integral part of Tencent's global operations, responsible for establishing offices and overseeing administrative functions on an international scale. This dedicated team plays a crucial role in ensuring the efficient functioning of Tencent's global initiatives by coordinating logistics and managing office-related tasks. With a focus on optimization and efficient management, the department contributes significantly to the overall success of Tencent's international endeavors.
What the Role Entails
About the role:
We are looking for a fully onsite Workplace Operations Specialist who can step in wherever needed to ensure our workplace works smoothly, efficiently and securely. This role supports all aspects of the office management and facilities operations, as well as providing light IT coordination to ensure employees have a seamless workplace experience. The ideal candidate thrives in a fast-paced, global tech environment, is proactive, resourceful, and enjoys being the go-to-person. The position reports to the Director of Operations.
Key Responsibilities:
Office Operations
* Manage daily office operations to ensure a safe, clean, and productive work environment for our LA office and other smaller satellite offices.
* Serve as the main point of contact for building management, vendors, and service providers.
* Coordinate maintenance, repairs, and workplace services (HAVC, janitorial, security, etc.), ensuring contracts are in place and service standards are met.
* Support space planning, seating assignments, and office moves in collaboration with global workplace team.
* Collaborate with IT team managing access control systems, security badges, and visitor management procedures.
* Track and manage office operations fixed assets, office supplies, equipment inventory and vendor contracts.
* Assist with purchase orders and vendor onboarding.
* Maintain accurate facilities records, manage expenses and budgets.
* Support HR with onboarding and offboarding from admin and facilities perspective.
* Partner with IT to support meeting room technology and liaise with global IT when escalations are needed.
* Provide warm, responsive first-line support for employee workplace requests.
* Help plan and execute onsite events, team buildings, and community initiatives.
* Maintain a welcoming environment for employees and visitors that reflects our company culture and values.
* Maintain documentation and reports for compliance, safety, and audit requirements.
Who We Look For
Qualifications:
* 3-5 years of experience in office management, facilities coordination - ideally with a tech or fast-paced corporate environment.
* Bachelor's degree in management, facilities management, or related field preferred.
* Facilities management skills and basic IT knowledge (e.g., device setup, network connection, AV troubleshooting).
* Service-oriented mindset with excellent communication and interpersonal skills.
* Strong organizational skills with the ability to adapt quickly and a problem solver.
* Comfortable working independently and collaboratively across global teams and time zones.
* Proficiency with Microsoft office, ServiceNow, Workday
* Fluent in Mandarin preferred
Location State(s)
US-California-Los Angeles
The expected base pay range for this position in the location(s) listed above is $69,306.00 to $120,100.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience.
Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis.
Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year.
Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Auto-ApplyBranch Operations Specialist - San Diego, CA
San Diego, CA jobs
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our San Diego Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Supports the assigned branch throughout the San Diego, CA Region by performing duties on the teller line, in new accounts, and branch operations.
Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record.
May occasionally be assigned to back-office departments.
May also assist with special projects.
Ensures high quality customer service goals are met.
May train staff on proper bank procedures.
Other duties as assigned.
Qualifications:
MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months.
MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
High school diploma or equivalent required.
Ability to contribute to the development of branch operations, new accounts, and sales principles.
Proficient training skills.
Benefits:
Mileage and travel time pay.
Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Employee Ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $27 - $33 hourly depending on job-related factors such as level of experience.
Branch Operations Specialist - San Diego, CA
San Diego, CA jobs
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our San Diego Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Supports the assigned branch throughout the San Diego, CA Region by performing duties on the teller line, in new accounts, and branch operations.
* Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record.
* May occasionally be assigned to back-office departments.
* May also assist with special projects.
* Ensures high quality customer service goals are met.
* May train staff on proper bank procedures.
* Other duties as assigned.
Qualifications:
* MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months.
* MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
* High school diploma or equivalent required.
* Ability to contribute to the development of branch operations, new accounts, and sales principles.
* Proficient training skills.
Benefits:
* Mileage and travel time pay.
* Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
* 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
* Mental health benefits, including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
* Employee Ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $27 - $33 hourly depending on job-related factors such as level of experience.
People Operations Specialist
Berkeley, CA jobs
Job DescriptionVoleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
We're looking for a People Operations Specialist to support and improve how our People systems and processes function behind the scenes. In this role, you'll ensure that our day-to-day HR operations are efficient, accurate, and compliant while also driving improvements that help us scale and better support our employees. This role is ideal for someone who is detail-oriented, process-minded, and comfortable navigating both structure and ambiguity.
In this role, you will be part of a small, thoughtful People Ops team supporting a technically sophisticated and intellectually curious company. We care about doing things right-and doing them well-and we're looking for someone who enjoys the operational backbone of making that happen. Responsibilities
Support key HR processes across the employee lifecycle, including onboarding, offboarding, changes in employment status, and employee data management
Maintain and optimize our HRIS (Workday) ensuring data integrity and workflow efficiency
Coordinate with cross-functional teams (Finance, Legal, IT) to support employee changes and ensure alignment across systems
Maintain clear, up-to-date documentation of HR policies, SOPs, and FAQs
Support compliance activities such as EEO reporting, I-9 management and audit requests
Support annual HR cycles including benefits enrollment, performance reviews, compensation changes and engagement surveys
Continuously assess and refine HR operations to increase scalability, clarity and efficiency
Provide timely reporting and data analysis to support People related decisions
Manage administrative support for the People team
Assist with project-based People team initiatives
Requirements
2-5 years of experience in HR operations, people systems, or related roles
Hands-on experience using Workday HCM including report development
Meticulous attention to detail and a proactive approach process improvement
A problem-solving mindset with strong prioritization and multitasking abilities
Analytical capability to work with dataset- identify discrepancies, clean data, and interpret reports
Ability to thrive in both structured and dynamic environments
Strong written communication and documentation skills
Experience with workflow automation tools and HRIS platforms (Workday) is a required
A general understanding of compliance basics (e.g., FLSA, I-9s, employee classifications) is a plus
Ability to be onsite in the Berkeley Office three day per week
The base salary for this position is $90,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
#LI-MB1
We may use artificial intelligence (AI) tools to support parts of the hiring process. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Branch Operations Specialist or Branch Operations Officer
California jobs
This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below.
Summary for Both Positions:
Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities for Both Positions Include the Following:
Schedules branch staff to ensure appropriate branch coverage
Works with staff to ensure a positive customer experience
Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
Ensures Branch Certification package is accurate and complete
Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
Informs and advises clients of resolution on account disputes and other account activity
Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
Reviews new account openings for adherence to published procedures and regulatory requirements
Answer phones and handles escalated customer service concerns
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Branch Operations Officer Sales Responsibilities:
Actively leads team in implementation of sales programs to generate targeted branch deposit growth
Evaluates needs of potential clients and offers appropriate financial products and services
Works closely with Branch Manager on business customer prospecting / business development, including outside calling
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Generates new business to assist in meeting established profitability goals
Assists with promotional activities as needed
Branch Operations Specialist Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and assist with promotional activities
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Evaluates needs of potential clients and offers appropriate financial products and services
Branch Operations Officer Leadership/Service:
Provide ongoing operational guidance, training, and development of staff
Recognizes staff for exceptional customer service, sales, and operations
Actively engages staff to cultivate and encourage professional development
Works with Branch Manager to set team goals and motivates staff to success
Actively listens to clients and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
Partners with Branch Manager in customer retention activities
Branch Operations Specialist Supervisory Responsibilities:
Expected to manage up to 2 branch employees
Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Actively assist in managing employee schedules and confirming accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager with various assigned duties
Supports in client situations in the absence of the Branch Manager
Branch Operations Officer Supervisory Responsibilities:
Expected to manage up to 5 branch employees
Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff
Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
Manage employee schedules and confirm accurate timecards
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Manages all client matters in the absence of the Branch Manager
Branch Operations Specialist Qualifications:
Minimum of 5 years banking experience
Minimum of 2 year's supervisory experience
Minimum 2 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Branch Operations Officer Qualifications:
Minimum of 8 years banking experience
Minimum of 4 years supervisory experience
Minimum 4 years of operations experience
Must be proficient using Word, Excel and Outlook applications and banking programs
Notary Public preferred
Physical/Mental Demands & Work Environment for Both Positions:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $25.00-$39.13/hour DOE
Loan Operations Specialist
Dixon, CA jobs
What You ll Do
This position is responsible for supporting and overseeing the administrative and processing tasks related to the entire lifecycle of a loan, from application to payoff. They ensure all loan activities are processed accurately, timely, and in compliance with internal policies and federal/state regulations. The role is an integral part of the lending process, ensuring a smooth and accurate experience for both customers and internal staff.
Responsibilities Include
Loan Processing & Documentation: Reviewing loan files for completeness and accuracy, preparing loan packages and documents (e.g., using LaserPro software), inputting data into core systems (Fiserv, F.I.S.), and ensuring proper and timely execution.
Customer Service: Acting as a secondary point of contact for borrowers and a primary point of contact for colleagues, answering inquiries, and resolving issues related to the lifecycle of a loan, promptly and professionally.
Collateral & Compliance: Collecting title work and insurance for adequacy; perfecting liens (UCC filings, titles); and ensuring all documentation meets regulatory guidelines (e.g., HMDA, CRA, Flood).
Financial Transactions & Servicing: Processing loan payments, disbursements of funds, payoffs, and draw requests, as well as managing escrow accounts to track and pay for insurance and property taxes, and balancing general ledger accounts.
Reporting & Auditing: Maintaining accurate electronic and hard copy files, tracking exceptions (missing documentation), preparing various reports for management, 3
rd
parties (e.g., Freddie Mac) or auditors, and assisting with internal/external audits as requested.
Process Improvement: Identifying and recommending improvements to loan operation systems and procedures to enhance efficiency and productivity.
What You ll Need to be Successful
Communication well-developed verbal/written communication skills and interpersonal skills; ability to speak, read, write and understand English well
Accuracy and Thoroughness strong attention to detail with the ability to work efficiently and accurately
Time Management excellent organizational skills, including ability to prioritize to meet deadlines; ability to work under deadlines and perform highly detailed work on multiple, concurrent tasks
Judgement and Discretion ability to exercise independent judgment in decision making and to maintain confidentiality of customer information
Professionalism ability to represent the Bank in a professional, positive manner
Analytical Skills ability to analyze and solve problems
Collaboration ability to work effectively with different level of staff and departments within the First Northern Bank team
Ambition ability and willingness to learn and apply new information or skills
Compliance consistently adhere to Bank policies and regulations, reinforce training to ensure that Bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice
Qualifications
A high school diploma or equivalent is required
Associate degree in finance, Business, or a related field preferred. or equivalent work experience in a similar position
A minimum of 4 years of experience in loan operations, processing, or banking Required.
Thorough knowledge of loan products, loan servicing and policies and procedures is required
Experience with property and liability insurance practices and regulations and escrow disbursement practices preferred
Good working knowledge of Microsoft Outlook, Excel, Word with the ability and willingness to learn new programs and software
Experience with Fiserv Premier Navigator software, F.I.S. Horizon Software, Imaging and Director software and Laser Pro loan documentation software a plus
Experience with Investor reporting and Secondary markets
Experience with Freddie Mac loan level reporting and Electronic Default Reporting, a plus
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $27.00 - $30.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
Branch Operations Specialist - Orange County
Los Angeles, CA jobs
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our Orange County Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Supports the assigned branch throughout the Los Angeles/Orange County Region by performing duties on the teller line, in new accounts, and branch operations.
Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record.
May occasionally be assigned to back-office departments.
May also assist with special projects.
Ensures high quality customer service goals are met.
May train staff on proper bank procedures.
Other duties as assigned.
Qualifications:
MUST BE ABLE to accept assignments throughout the Orange County Region ranging in duration from one day to several months.
MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
High school diploma or equivalent required.
Ability to contribute to the development of branch operations, new accounts, and sales principles.
Proficient training skills.
Benefits:
Mileage and travel time pay.
Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Employee Ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $26 - $33 hourly depending on job-related factors such as level of experience.
Branch Operations Specialist - Orange County
Los Angeles, CA jobs
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our Orange County Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Supports the assigned branch throughout the Los Angeles/Orange County Region by performing duties on the teller line, in new accounts, and branch operations.
* Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record.
* May occasionally be assigned to back-office departments.
* May also assist with special projects.
* Ensures high quality customer service goals are met.
* May train staff on proper bank procedures.
* Other duties as assigned.
Qualifications:
* MUST BE ABLE to accept assignments throughout the Orange County Region ranging in duration from one day to several months.
* MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts.
* High school diploma or equivalent required.
* Ability to contribute to the development of branch operations, new accounts, and sales principles.
* Proficient training skills.
Benefits:
* Mileage and travel time pay.
* Eligible for sales bonuses, monthly incentives, and annual discretionary bonus.
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays.
* 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
* Mental health benefits, including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
* Employee Ambassador preferred banking products.
This position is eligible to earn a base salary in the range of $26 - $33 hourly depending on job-related factors such as level of experience.
Warehouse Operations Specialist - 2nd Shift (2pm-10:30pm)
Pico Rivera, CA jobs
Job DescriptionDescription
Vesta Home is a leader in luxury interior design and furniture staging, serving prestigious markets such as Los Angeles, San Francisco, Florida, and New York. Our team is dedicated to creating iconic spaces that enhance the sale of properties by effectively merging style with functionality.
As a Forklift Operator specializing in Cherry Picker equipment, you will play a vital role in optimizing our warehouse operations and contributing to the seamless flow of inventory. You will ensure that all products are handled safely and efficiently while maintaining the organization of our warehouse.
Overview
We are seeking a detail-oriented and organized Inventory Specialist to join our team. The ideal candidate will play a crucial role in managing inventory levels, ensuring the accuracy of stock records, and supporting supply chain operations with Data entry. This position requires a strong understanding of inventory control processes, warehouse management systems, and demand planning to optimize inventory flow and minimize discrepancies along with data entry and strong commination skills
Duties
Monitor Projects and coordinate with internal teams and report discrepancies.
Conduct regular stock audits and reconcile discrepancies in inventory records.
Collaborate with the design ops team and operations team to forecast demand and plan for procurement needs.
Utilize warehouse management systems to track inventory movements and ensure proper storage practices.
Analyze inventory data using tools like EAMS, INTERNAL to identify trends and improve efficiency.
Assist in the development of materials management strategies to optimize picking process.
Coordinate with all operation teams to ensure timely delivery of reporting.
Implement best practices for inventory control and contribute to continuous improvement initiatives.
Requirements
Proven experience in inventory control, supply chain management, or warehouse operations is preferred.
Familiarity with demand planning processes
Proficient in using warehouse management software and other relevant systems.
Strong analytical skills with experience in data analysis tools such as Internal and EAMS
Excellent organizational skills and attention to detail are essential for success in this role.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Knowledge Luxury Furniture background is a plus.
Benefits
Benefits:
401(k)
401(k) matching
Health insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Warehouse Operations Specialist - 2nd Shift (2pm-10:30pm)
Pico Rivera, CA jobs
Vesta Home is a leader in luxury interior design and furniture staging, serving prestigious markets such as Los Angeles, San Francisco, Florida, and New York. Our team is dedicated to creating iconic spaces that enhance the sale of properties by effectively merging style with functionality.
As a Forklift Operator specializing in Cherry Picker equipment, you will play a vital role in optimizing our warehouse operations and contributing to the seamless flow of inventory. You will ensure that all products are handled safely and efficiently while maintaining the organization of our warehouse.
Overview
We are seeking a detail-oriented and organized Inventory Specialist to join our team. The ideal candidate will play a crucial role in managing inventory levels, ensuring the accuracy of stock records, and supporting supply chain operations with Data entry. This position requires a strong understanding of inventory control processes, warehouse management systems, and demand planning to optimize inventory flow and minimize discrepancies along with data entry and strong commination skills
Duties
Monitor Projects and coordinate with internal teams and report discrepancies.
Conduct regular stock audits and reconcile discrepancies in inventory records.
Collaborate with the design ops team and operations team to forecast demand and plan for procurement needs.
Utilize warehouse management systems to track inventory movements and ensure proper storage practices.
Analyze inventory data using tools like EAMS, INTERNAL to identify trends and improve efficiency.
Assist in the development of materials management strategies to optimize picking process.
Coordinate with all operation teams to ensure timely delivery of reporting.
Implement best practices for inventory control and contribute to continuous improvement initiatives.
Requirements
Proven experience in inventory control, supply chain management, or warehouse operations is preferred.
Familiarity with demand planning processes
Proficient in using warehouse management software and other relevant systems.
Strong analytical skills with experience in data analysis tools such as Internal and EAMS
Excellent organizational skills and attention to detail are essential for success in this role.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Knowledge Luxury Furniture background is a plus.
Benefits
Benefits:
401(k)
401(k) matching
Health insurance
Paid time off
Schedule:
8 hour shift
Monday to Friday
Auto-ApplyRegional Operations Specialist in New York
Corona, CA jobs
Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency.
Role Responsibilities
* As an Operations Specialist, you'll be the go-to guru for our tech needs.
* From optimizing business applications, products and services to making sure to protect the business on a day to day.
* Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy.
* Data & System analytics support by observing trends when implementing new tech and products/solutions.
* Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures.
* Front-End Fun: Help with basic hardware and system troubleshooting.
Role Requirements
* Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting.
* Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat.
* Customer service skills: You work well with clients and have great communication skills.
* Quick Study: New tech doesn't intimidate you.
* You love learning and mastering new tools.
* Bilingual in English and Spanish required. Fluency in English is required.
* Bilingual/bi-cultural experience is highly desired.
* Travel anticipated approximately 20-30%.
* Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory.
We make financial services accessible to humans everywhere. Join us for what's next.
Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at **********************************
Salary
The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.
* Your United States - specific benefits include:
* Medical, Dental, Vision, and Life Insurance
* Tuition Assistance Program
* Parental Leave
* 401K Plan
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
#LI-SS2
Auto-ApplyCentral Operations Specialist
Dixon, CA jobs
What You ll Do
This Central Operations Specialist performs moderate to complex duties. This role will ensure accuracy, efficiency, and compliance of day-to-day operational processes. This position is responsible for supporting various internal departments through transaction processing, account maintenance, reconciliation, and data validation activities. Strong attention to detail, problem-solving skills, and the ability to manage multiple tasks in a fast-paced environment are essential in this role.
Responsibilities Include
Process incoming and outgoing wire transfers, ACH Returns, ACH Originations, cash ordering/shipping, foreign items, mail in deposits, and ICS/CDARS
Branch IRA & CD support; handle branch inquiries and resolve or direct inquiries to appropriate personnel; send notifications and interest checks to customers; process incoming and outgoing collections according to established guidelines; file maintenance on CDs, IRAs, HSAs, signature cards and account conversions
ATM balancing, file maintenance, card orders, process unauthorized disputes, and ATM branch support
Process Reg E Disputes, non-posts, chargebacks, check adjustments, and other department responsibilities timely and accurately
Assist manager or supervisor in monthly certifications
Handle all inquiries from branches and other institutions as it relates to department functions, including support requests, emails, and phone calls
Accept/reject Mobile Deposits
Balance correspondent bank accounts, and other department account responsibilities
Manage card numbers for branch issuance and manage branch supply of instant issue plastic
Balance, process, and review all department reports
Assist with department projects
Research fraud and work with other institutions for resolution
What You ll Need to be Successful
Problem-solving Skills identify and resolve problems in a timely manner, gather and analyze information skillfully and develop alternative solutions; work well in-group problem solving situations
Customer Service respond promptly to customer needs, solicit customer feedback to improve service, and respond to requests for service and assistance
Collaboration ability to work well with other departments and individuals; focus on solving conflict and listen to others without interrupting, keep emotions under control and remain open to others' ideas
Communication speak and write clearly and persuasively in all situations; listen, get clarification and respond well to questions
Quality demonstrate accuracy and thoroughness
Judgement exhibit accurate judgment and confidentiality; support and explain reasoning for decisions; include appropriate people in decision-making process and makes timely decisions
Motivation set and achieve challenging goals, demonstrate persistence and overcome obstacles and measure self against standard of excellence
Time-management prioritize and plan work activities and use time efficiently
Professionalism approach others in a tactful manner, react well under pressure and treat others with respect and consideration regardless of their status or position
Versatility ability to work on projects and tasks in different areas of the department
Reliability accept responsibility for own actions and follow through on commitments
Productivity meet productivity standards, complete work in timely manner and strive to increase productivity
Compliance consistently adhere to Bank policies and regulations, reinforce training to ensure that Bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice
Qualifications
High School diploma or GED
Minimum 1 year of prior experience in financial services, banking operations or other administrative related experience required
Basic data entry skills, some knowledge of Central Operations procedures preferred
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00 24.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
Client Operations Specialist
Newport Beach, CA jobs
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Overview
The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts, terminations, in-kind transfers and modifying existing portfolios. As a Client Operations Specialist, you will closely partner with client management and work cross-functionally to uncover client needs, translate them into actionable plans, and execute accordingly. You will also work on operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency.
Location
New York, NY, Austin, TX, or Newport Beach, CA.
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
* Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
* Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
* Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Responsibilities
The key responsibilities include, but are not limited to:
* Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios.
* Identify opportunities to enhance operational processes and mitigate potential risks.
* Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience.
* Assist in documenting project phases and preparing summary reports for management review.
* Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers.
* Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects.
* Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions.
Qualifications
* Minimum of a bachelor's degree required,
* Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income.
* Demonstrated knowledge of the portfolio event process.
* Working knowledge of economics, fixed income fundamentals, or portfolio management.
* Prior experience working in/with Client Management and/or Transitions Management.
* Strong project management skills.
* Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools.
* Experience in investment operations or with derivatives.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 100,000.00 - $ 135,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-Apply