Sales Representative - Software
Global Payments Inc. Job In Washington, DC
About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Point of Sale presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle. As a Software Relationship Manager (SRM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition and demonstrating our cloud based Point of Sale solution, upselling current clients on other Heartland products and services, and maintaining regular communication with the Point of Sale District Manager.
Job Duties
Your role as a SRM is to close sales of our business solutions with merchants throughout the area. You will work closely with your local District Manager to set appointments with business owners in person via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Heartland Point of Sale solutions to close sales in small to mid-sized businesses.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
* Responsible for prospecting new clients.
* Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
* Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota.
* Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
* Attend weekly team meeting and weekly one-on-one with leader.
* Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
* Excellent prospecting, communication, presentation, and networking skills
* Works well independently and as part of a team
* Incentive-driven sales "hunter"
* Professional demeanor and impeccable integrity
* High sense of urgency and innate sales talent
* Enjoys cold-calling and speaking with people face to face
* Knowledge of Restaurant and/or Retail industry is a plus
Minimum Qualifications
* 18 years of age or older
* This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
* In accordance with state law, a background check will be conducted after a conditional offer of employment
* Completion of mandatory drug screening on or near 60th day of employment
* Live in area relative to job posting location
* Ability to be in the field, a minimum of 75% of the time
Preferred Qualifications
* High school diploma/GED
* At least two years of relevant experience
Competencies
* Awareness
* Driven
* Resilient
* Respectful
* Committedness
Benefits
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown
* Base Salary: $40,000
* Residual Income: Keep earning from your hard work
* Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Annual On-Target Earnings (OTE): $100,000+
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
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#LI-Hybrid
Sales Engineer
Global Payments Inc. Job In Phoenix, AZ Or Remote
We are currently seeking a Sales Engineer that can effectively combine technical knowledge and sales skills to help sell our point of sale products. This position is responsible to help drive business growth by training sellers on product features, understanding customer needs and providing solutions and building and maintaining relationships.
Job Overview:
The Sales Engineer assists dealer and direct sales channels by educating them on technical functionality of our cloud point of sale products. This position is assigned one product for which they are responsible to be a product expert in and may be required to cross train on additional POS products and supporting products and integrations. Additionally, they are called upon to assist our sales teams with prospective and existing end-users for product demo and sales related matters.
This position is responsible to develop and maintain consistent training materials and provide remote training webinars on how to successfully install, utilize and maximize the performance of the POS and related software. Training includes providing basic Level 1 training as well as advanced product features and integrations. Additionally, this position tests and evaluates new versions and updates prior to beta and / or general release, communicating with the support / programming managers on potential problems. It is critical for this person to act as the communication point and advocate on major issues between product and sales, representing the interest of sales revenue. This position requires travel all over the US and Canada and could be on the road ~12 weeks a year. Often requires short notice and staying on the road longer than originally planned.
Why this role is valuable to the company
The Sales Engineer has an integral role in the success and development of our Sales channels. This role develops relationships as internal product and technical colleagues. This function is critical in keeping the sales channels running smoothly as they maintain a reading on the pulse of the channel for each product, communicate changes, updates and manage the exchanges. This position is the advocate, face and expert for the respective products, and plays a key role in Dealer certification, selling large end-user opportunities, managing trade shows, training, and new product launches.
Scope of responsibilities
* Provide technical training webinars for dealer and direct sales channels
* Provide sales training on how to demo cloud POS products and highlight key features
* Regularly maintaining communication with Dealers through Dealer exchange forum as well as individual direct contact with Dealers to monitor level of satisfaction with the product/s.
* Assisting, teaching and guiding dealer and direct on cloud POS products by maintaining and monitoring Dealer forums and helpdesk.
* Attend, set up and work national trade shows, conferences and other marketing events to promote cloud Products to increase the company's visibility within the industry. This includes event planning meetings and pre-staging terminals for the trade shows before they are shipped out.
* Escalation and assistance to upper management if level 1 or 2 support is unable to resolve the issue in a timely manner. Oversee the entire issue until it is resolved and make sure it is properly escalated internally. The ecosystem may include internal, end-user, Dealer, vendors and anyone else involved or tied to the issue.
* Responsible for maintaining demo database samples for presentation and sales efforts that Dealers can use for specific target markets.
* Moderator of the dealer product specific exchange group/s. Escalating and responding appropriately to individuals or to the group.
* Attend and participate in monthly Dealer Advisory Board meetings. This requires knowledge of current product issues, staying up to speed on current product roadmap and new feature releases and being able to speak to functionality on upcoming features.
* Regular meetings with product specific support and programming department/s to discuss latest escalations and new features as well as follow-up on outstanding issues.
* Loading and maintaining product knowledge and sales materials within the helpdesk.
* Support Beta tests of new products before commercial release including finding aplha/beta Dealers and clients to test with and report feedback to programmers, support and managers involved.
* Assist senior management and software developers to understand end-user and market requirements for future software development to ensure success.
* As needed, join meetings with vendors and industry partners to provide technical expertise and knowledge of their respective products.
* Participate in commercialization of new product hardware, software and features to general availability.
Requirements
* 2-5 years in POS product and technical support for deployment of POS - preferably within Product
* Ability to communicate effectively and build rapport with team members and sales channels
* Ability to identify and evaluate customer needs and provide solutions
* Enjoy problem solving and being responsive to communications
* Capacity to build relationships and effectively sell a product
* Confidently deliver product presentations highlighting product features
* 4-year college degree or equivalent experience in POS deployments
* Extremely organized with professional follow-up habits
* Experience with G-Suite
* Hospitality / food service and or Retail experience is desirable
* Ability to travel as needed
Compensation and Benefits
This person may work from home or product office
Payment Operations Supervisor
Hagerstown, MD Job
What does a successful Payment Operations Supervisor do?
The Payment Operations Supervisor manages a production team by providing instructions, task assignments, and performance monitoring to ensure productivity and efficiency. Responsibilities include meeting production goals, analyzing metrics, addressing inefficiencies, and implementing improvements. They maintain high product quality through regular checks and control measures, addressing any deviations. The role also involves offering training, guidance, and motivation to enhance team skills, fostering teamwork, resolving conflicts, and promoting a positive work environment.
What you will do:
· Providing coaching, support, and career mentorship to associates, guiding performance improvement and career development.
· Ensuring associates comply with company policies, administering performance management, giving constructive feedback, and implementing necessary training and professional development.
· Maintaining and reviewing department procedures for accuracy and adherence.
· Monitoring team metrics to reflect work availability, output goals, and achievements, sharing them daily to drive excellence and accountability.
· Conducting regular quality checks, reviewing performance reports, identifying improvement areas, and implementing measures to enhance team performance.
· Leading workflow distribution and inventory management to meet network timeframes and service levels, resolving complex client concerns and disputes.
· Participating in recruitment activities, including conducting interviews and making hiring recommendations.
· Identifying process improvements and managing change to meet departmental objectives effectively.
What you will need to have:
• High School Diploma.
• 2+ years of payment processing.
• 2+ years in the banking or credit card industry.
• 2+ years in Lead or Supervisory role.
What would be great to have:
• Bachelor's degree in business management or a relevant field; and/or equivalent military experience.
• Familiarity with payment network regulations: A solid understanding of payment network regulations and guidelines will help ensure compliance and adherence to industry standards when handling payment disputes and transaction recoveries.
• Understanding the fundamentals of payment processing, including payment acceptance, disputes, and transaction recoveries, will be crucial in effectively leading the team and making informed decisions.
• Enthusiasm, inquisitiveness, drive, and initiative: Having a positive and enthusiastic attitude, being curious about new developments in the industry, and demonstrating drive and initiative will contribute to your success as a leader and in keeping up with the ever-evolving payment processing.
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Experienced Claims Adjuster
Remote or Walnut Creek, CA Job
WHAT WE'RE LOOKING FORBerkshire Hathaway Homestate Companies has an immediate opportunity for an experienced workers compensation adjuster. We're looking for self-starters who can work under minimum direction, can achieve defined results, and are willing to accept ownership for their work product.
This Claims Professional is responsible for the management of a caseload of workers compensation indemnity claims from inception to resolution, performing initial investigation and compensability determination, reserve analysis and strategic planning, timely benefit administration to injured workers, and coordination of medical care and legal process, while maintaining the highest level of service to our insureds. ESSENTIAL RESPONSIBILITIES
Conducts the investigation of reported claims via three-point contact calls to determine coverage, compensability and severity, and to gather all other relevant information, documenting all relevant information thoroughly and escalating the investigation for further investigation when appropriate.
Calculates appropriate reserves for each claim and ensures that reserves are adjusted as needed per authority guidelines.
Calculates and administers benefits in accordance with statutory requirements, including timely issuance of appropriate notices and filings.
Develops and updates a Plan of Action for the successful resolution of each claim; timely updates Plan as new information is obtained.
Makes prompt, sound decisions on issues that arise in claims based on the best information available, ensuring that work is performed in accordance with Company standards, training, supervisory direction, and applicable laws. Timely escalates issues/red flags to Supervisor and/or appropriate internal team.
Ensures that the actions of all other professionals involved in claim, including attorneys, nurse case managers, and investigators, are coordinated to achieve a successful resolution of the claim.
Assigns appropriate tasks to a Claims Assistant and/or Claims Clerical Assistant and ensures they are performed correctly and efficiently.
Accurately and thoroughly prepares litigation referrals, AOE/COE investigation referrals, and MSA referrals for submission to vendor; obtains proper approval from Management.
Prepares timely and accurate settlement recommendations (within designated authority parameters) and effectively negotiates settlement of claims.
Fosters a positive and close working relationship with partner company staff, including the Call Center, Medical Management, Special Investigations, Client Services, Underwriting, and Claims Legal.
Communicates effectively with individuals outside the company, including clients, medical providers, and injured workers.
Collaborates with Adjusting staff and relevant interdepartmental personnel on special projects focused on process efficiency.
Ensures continual education requirements are met.
REQUIRED QUALIFICATIONS
EDUCATION: Minimum of a High School diploma required or equivalent certificate required; Bachelor's degree from four-year College or university preferred.
EXPERIENCE: Minimum of three years of indemnity adjusting experience managing large and/or complex claims and accounts within a workers' compensation carrier required
Maintains qualifying educational criteria to adjust workers' compensation claims for the State of California; Self-Insured certification preferred.
Inquisitive, critical thinker; agile learner with adaptive, smart time management skills.
To perform this job successfully, an individual should be proficient in the Microsoft Office Suite of applications (highly proficient in Excel preferred), and be proficient on applicable databases, systems and vendor software programs.
WHAT WE OFFER
Work-Life Balance
Work From Home Program (up to 2 days per week)
Reasonable caseload with in-house Medical Management support (UR, Med Bill Review, Resource Nurses); In-house Claims Assistant support
Modern Office Setting
Free On-Site Fitness Facility
Free downtown shuttle route
Two-minute walk from Walnut Creek BART Station
Three-minute car ride from CA-24 and I-680
Free On-Site Garage Parking
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
$83,300 - $105,745 a year
This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in Walnut Creek, California. The pay scale may be different for other positions or in other locations.
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Project Manager / Scrum Master
Remote or Sacramento, CA Job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a Project Manager / Scrum Master in their Business Applications team to lead IT projects and coordinate cross-functional teams, driving the successful implementation of technology solutions. The ideal candidate should have strong experience in Agile, PMP (Project Management Professional), and RUP (Rational Unified Process) methodologies. They will bring expertise in project management, Agile coaching, and process improvement to ensure the time and high-quality delivery of initiatives.
KEY RESPONSIBILITIES
SCRUM MASTER ROLEFacilitates scrum ceremonies (Daily Standups, Sprint Planning, Sprint Retrospective, and Sprint Reviews).Acts as a servant leader to cross-functional Agile teams, ensuring adherence to Agile principles and best practices. Removes impediments and fosters an environment for high-performing team dynamics, continuous improvement and productivity. Collaborates with Product Owners to define and prioritize the product backlog.Guides the team in identifying and tracking metrics to ensure continuous progress.
PROJECT MANAGEMENTPlans, executes, and oversees IT projects from inception through delivery using PMP principles and best practices. Develops project plans, including scope, schedule, resource allocation, risk mitigation strategies, and budget. Ensures alignment of project goals with business objectives and IT strategy. Manages project teams, fostering communication and collaboration between developers, testers, and stakeholders. Reports regularly on project status, risks, and key metrics to stakeholders and senior leadership. Ensures proper documentation and knowledge transfer for long-term project sustainability.
METHODOLOGY EXPERTISEApplies a deep understanding of Agile, PMP, and RUP methodologies to tailor project management approaches as per the project's complexity and requirements. Provides coaching and training on Agile and hybrid methodologies to team members and stakeholders.Fosters a culture of continuous improvement by driving process optimization and ensuring effective use of tools (e.g., JIRA, Confluence).
PROJECT MANAGEMENT & PROBLEM SOLVINGProactively identifies project risks and works with stakeholders to develop mitigation strategies.Serves as the primary point of escalation for project issues, working to resolve conflicts and remove blockers in a timely manner.Manages change control processes, ensuring that project adjustments are handles efficiently without impacting quality or deadline attainment.
ON-PREMISES, HYBRID, AND CLOUD ENVIRONMENTSWorks with business applications across various environments, including on-premises, hybrid, and cloud systems. Works with the infrastructure and cloud teams to ensure that application environments are stable, secure, and meet business performance expectations.Supports the transition of applications from on-premises environments to cloud or hybrid architectures, working closely with senior IT leadership on cloud migration strategies.
RISK & COMPLIANCEEnsures that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Works with the Cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develops and implements procedures for regular audits, risk assessments, and disaster recovery plans for critical applications.Ensures that QA processes adhere to relevant industry standards and regulatory requirements (e.g., ISO, GDPR, HIPAA).Develops and maintains test documentation, including test plans, test cases, test scripts, and test data management. Implements processes to ensure traceability of test cases to requirements and automated defect tracking/reporting.
REQUIRED QUALIFICATIONSEDUCATION: Bachelor's degree in Information Technology, Computer Science, Business, or related field required. CERTIFICATIONS: PMP (Project Management Professional), CSM (Certified Scrum Master) or equivalent certification required. Advanced certifications in Scrum (e.g., Advanced Certified ScrumMaster, PMI-ACP) or PMP preferred. EXPERIENCE: A minimum of five (5) years of experience in IT project management, with a minimum of three (3) years in a Scrum Master or Agile Project Manager role, required. Proven experience with Agile, PMP, and RUP methodologies required. Experience in managing large-scale IT infrastructure or software development projects highly preferred. Experience working in a hybrid Agile/Waterfall environment preferred.
DESIRED TECHNICAL KNOWLEDGE/SKILLSSolid understanding of software development lifecycles and IT systems. Strong organizational and multitasking skills, with the ability to manage multiple projects and deadlines simultaneously. Excellent communication, negotiation, and stakeholder management skills. Proficient in Agile tools such as JIRA, Trello, or equivalent project management software. Familiarity with DevOps principles and practices.
WHAT WE OFFERWork-Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modernized Historical Setting in East SacramentoFree Lot Parking
BENEFITSPaid Time OffPaid HolidaysRetirements Savings MatchGroup Health Insurance (Medical, Dental, and Vision) Life and AD&D InsuranceLong Term Disability InsuranceAccident and Critical Illness InsuranceFlexible Savings AccountsPaid Community Volunteer DayEmployee Assistance ProgramTuition Reimbursement ProgramEmployee Referral ProgramDiversity, Equity and Inclusion Program
$113,900 - $144,770 a year
This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in Sacramento, California. The pay scale may be different for other positions or in other locations.
ABOUT US
With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts.
At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Intern
Remote or Wilkes-Barre, PA Job
Berkshire Hathaway GUARD is currently seeking a full-time Marketing & Communications Intern to support our Marketing & Communications department. We are looking for a candidate to join our summer cohort in our home office in Wilkes-Barre, PA from June 2, 2025, through Aug 8, 2025, with the opportunity to continue part-time during the Fall and Spring semesters.
This is a hybrid role, with the employee required to be in the office 3 days per week and the flexibility to work remotely on the other days. In-person collaboration days are typically scheduled but may vary depending on the team needs.
As an intern, you will be learning key fundamental business skills. You will be working in an incredibly fast-moving business environment and have the opportunity to make valuable contributions.
Responsibilities
In this position, you will provide support for the diverse functions of the Marketing and Communications team, including:
Design, delivery and monitoring of content across channels, for both internal and external audiences.
Work with multimedia channels, such as websites, email, social media, digital documents, print and meetings.
Perform editorial tasks involving technical and creative writing projects as well as proofreading.
Coordinate sales and marketing collateral including production, assembly, and fulfillment of kits, merchandise, printed materials, displays and presentations.
Qualifications
Positive attitude with “can do” approach
Strong organizational skills
Strong communication skills
Proficient computer skills with knowledge of Microsoft Office Suite
Ability to work in a fast-paced environment
Some marketing and visual design knowledge is a plus
Current college student pursuing a Bachelor's degree in Communications, Marketing, or a related discipline
Regional Account Executive (Space Coast Region)
Remote Job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job DescriptionElavon provides end-to-end payment processing services to merchants and financial institutions in the United States, Brazil, Canada, Mexico, Puerto Rico, and throughout Europe. Our payment products are supported by the most reliable network in the industry and include credit and debit card processing, electronic check services, gift cards, dynamic currency conversion, multi-currency support, and cross-border acquiring. We handle every aspect of the acquiring relationship-transaction processing, risk and underwriting, settlement, equipment deployment, chargeback management, reporting, and customer service. Our customers can also count on us to keep their payment processing compliant with changing payment security requirements.
Elavon employs about 3,600 people located worldwide. Together, we support more than one million clients spread among the retail, restaurant, hospitality, government, healthcare, education, and e-commerce sectors. Elavon utilizes a white-label branding model, and we work with strong partners to market our services through a variety of sales channels, including large financial institutions, community banks, trade associations, government agencies, and ISOs/MSPs. We are the:
#1 airline processor
#2 hospitality processor
#4 U.S. acquirer, based on bank card volume
#6 European acquirer
Elavon's Global Acquiring Solutions organization is part of U.S. Bank's Payment Services division. U.S. Bancorp is the fifth-largest commercial bank in the United States.Elavon is currently seeking a Retail Account Executive, who will develop profitable, new business account relationships through merchant services and creates increased profitability from existing accounts. Additional responsibilities include:
Identifies business opportunities based on knowledge of clients, markets, products, and services;
Makes sales presentations to existing and prospective clients informing them of benefits of using the organization's products and services to meet their needs; and
Implements and maintains an effective referral network and call program to promote sales.
While this position is remote, we are hiring on Florida's Eastern Coast, between Daytona Beach and Palm Bay, with the preference of the candidates location between Cocoa and Palm Bay. Basic Qualifications
Bachelor's degree, or equivalent work experience
Two to three years of relevant sales experience
Ability to travel
Preferred Skills/Experience
Basic knowledge of product marketing, client service issues and organization operations
Strong marketing, business development/sales and negotiating skills
Ability to creatively resolve client concerns and issues
Basic problem-solving and decision-making skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Strong interpersonal, verbal and written communication skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00 - $78,210.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
UI/UX Designer 2
Remote or Sacramento, CA Job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a UI/UX Designer 2 to be responsible for designing customer experiences for a variety of internal and external facing applications. Initiates ownership of the design strategy for multiple digital products, leveraging data and user research to define a seamless experience across platforms. This individual is highly collaborative, hands-on, and partners with various Product, Engineering, and Marketing stakeholders to ensure a customer-focused and engaging experience at every interaction.
Reports To: AVP or Director, Business Applications
Some travel may be required.
ESSENTIAL RESPONSIBILITIESMakes strategic design decisions based on user needs, business goals, and resources.Facilitates conversations and collaborates with technical and non-technical stakeholders, including Designers, Product Managers, Marketing Managers, Architects, and Engineers.Conducts user research activities contextually, shares findings with stakeholders, and translates insights into next design iterations. Activities include, but not limited to, usability testing, interviews, and surveys.Stays current as an expert on the latest UI/UX practices for mobile and web design. Takes smart risks and champions new ideas based on data and best practices. Advocates for simple, modern design and adherence to design conventions and best practices (e.g., responsiveness, accessibility).Iterates the product design cycle, including user research, storyboarding, user journeys, wireframes, prototypes, and tests.Translates complex user requirements into simple, intuitive, aesthetic, and enjoyable solutions.Collaborates with user acceptance test team to verify all new digital assets and user flows.Contributes to Pattern Library to maintain consistency across digital products.
QUALIFICATIONSEducation: Bachelor's degree in Interactive/User Design or equivalent from four-year college or university required. Experience: A minimum of five (5) years of experience as a UI/UX Designer with demonstrated ability designing web and mobile experiences for consumers. Experience participating in full product cycle, concept to launch. Experience designing complex solutions for complete digital environments. Hands-on experience using wireframe tools (e.g., Figma, Axure, Photoshop, Illustrator, etc.). Experience with IE, Chrome, and iOS platforms. Technical Skills: Subject matter expert for user experience, visual design, interactive design, user research, information architecture, and design principles. Content strategy a plus. Knowledge of major browsers and cross-browser/platform/device compatibility issues. Technical acumen with web technologies - HTML, CSS, JS (iQuery, React, Angular, etc.).Math and Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where some limited standardization exists. Ability to interpret instructions furnished in written, oral, diagram, or schedule form. Innovation and Initiative: Recognizes opportunities and initiates action to capitalize on them. Employs sound judgment in determining how innovations will be deployed to produce higher return on investment. Analyzes previously used concepts, processes or trends to devise new efficiencies or approaches not obvious to others. Thinks expansively by combining ideas in unique ways or making connections between disparate ideas. Conceptual Thinking: Actively and continuously gains new insight to the latest trends or practices for mobile and web design. Identifies the relevant areas that need further development or improvements in end-user experiences.
DESIRED SKILLSAbility to determine unique and creative solutions to problems within an Agile environment. Expert ability to communicate changing requirements or priorities across a project team and achieve timely buy-in. Strong presentation skills and ability to defend design decisions with solid rationales based on UX principles, user research, and product knowledge. Familiarity with usability heuristics and reviewing products using this methodology.
WHAT WE OFFERWork-Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modernized Historical Setting in East SacramentoFree Lot Parking
BENEFITSPaid Time OffPaid HolidaysRetirements Savings MatchGroup Health Insurance (Medical, Dental, and Vision) Life and AD&D InsuranceLong Term Disability InsuranceAccident and Critical Illness InsuranceFlexible Savings AccountsPaid Community Volunteer DayEmployee Assistance ProgramTuition Reimbursement ProgramEmployee Referral ProgramDiversity, Equity and Inclusion Program
$95,330 - $116,240 a year
This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in Sacramento, California. The pay scale may be different for other positions or in other locations.
ABOUT US
With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts.
At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
Claims Assistant
Remote or Walnut Creek, CA Job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening in their Claims Support Unit for a Claims Assistant. This individual will work in tangent with Claims Professionals to ensure administration of benefits due injured workers is timely and accurate, demonstrating ability to apply regulations governing benefit administration in alignment with Company guidelines, escalating issues, approval needs, and questions timely to management. ESSENTIAL RESPONSIBILITIES
Reviews and prioritizes daily diary instructions from Claims Professional and/or Supervisor, ensuring appropriate urgency is given to time sensitive tasks (e.g., payments, regulatory notices), and promptly notifying of any impediment to task completion. Communicates with Claims Professional and/or Supervisor to clarify and rectify discrepancies and/or obtain proper approval prior to completion.
Accurately assesses benefit eligibility pursuant to State regulatory guidelines - issues correlating payments and benefit notices timely, including amended notices when applicable; issues compensability notices timely adhering to State regulatory guidelines and Company protocols.
Generate new claim set-up notifications/correspondence for incoming claims and for those claims identified for transfer from the Medical Claims Specialist Unit to an Indemnity Unit. Secures wage information needed timely upon identification of need for transfer.
Assists with scheduling medical evaluations as needed (e.g., Primary Treating Physician, Ancillary Services such Physical/Occupational Therapy, or State Qualified Medical Evaluations) and routinely obtains updates on disability status post-appointment.
Appropriately schedules and manages use of vendors when necessary for transportation, translation, and subpoena services.
Coordinates service of required documentation to appropriate parties on litigated claims: Prepares index of documentation; Assists with cover letter as necessary; Ensures appropriate documentation is included in package and any necessary redaction is completed; Verifies service completion.
Timely submits necessary internal service requests with required documentation to appropriate department for handling: Check pull/voids, stale-dated, and stop payment requests; Reissuance of medical payment (Medical Bill Review); Non-Medical Bill Review payment requests (legal billing and non-medical vendor requests); Return-to-work referrals; W-9 coordination for payment requests.
Timely and concisely notes updates upon completion of tasks within Claims Tracking System. Appropriately escalates issues/red flags to Claims Professional and/or Supervisor.
Completes other ancillary services as needed, including coverage of Reception desk.
QUALIFICATIONS
Education: Minimum of High School Diploma or HS equivalency credential (e.g., GED, HiSET) required.
Experience: Minimum of 1 year of related administrative experience preferred.
Written Communication: Ability to read and interpret documents such as medical reports, legal documentation (settlement documentation), and State regulatory guidelines governing workers compensation. Ability to write routine correspondence.
Verbal Communication/Collaboration: Strong communicator with good interpersonal skills. Ability to successfully build relationships and adapt communication style in various environments/with audiences of all levels. Listens and requests clarification. Responds well to questions and feedback. Speaks clearly and persuasively in a manner suitable to the understanding of the listener.
Computer Skills: Knowledge of Microsoft Word and Excel with ability to become proficient on applicable databases, systems, and vendor software programs.
Time Management/Sense of Urgency: Effectively manages time in order to accomplish work. Appropriately prioritizes tasks according to importance and time constraints. Regularly keeps others informed of task status. Uses tools (e.g., Outlook calendar) to stay organized.
Attention to Detail: Works in conscientious, consistent, and thorough manner. Produces accurate work and delivers within specified timelines. Thoroughly reviews work prior to submission.
Customer Service: Dedicated to meeting the needs of others in the organization. Responds timely to requests for service and assistance. Solicits feedback to improve service and enhance existing procedures.
Math Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
WHAT WE OFFER
Work-Life Balance
Work From Home Program (up to 2 days per week upon eligibility)
Modern Office Setting
Free On-Site Fitness Facility
Free downtown shuttle route
Two-minute walk from Walnut Creek BART Station
Three-minute car ride from CA-24 and I-680
Free On-Site Garage Parking
BENEFITS
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
In accordance with the California Equal Pay Act, the starting hourly wage for this job is $22.4519. This hourly wage is what the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The pay scale applies only to this position and only if it is filled in Walnut Creek, California. The pay scale may be different for other positions or in other locations.
Technical Account Manager
Global Payments Direct Inc. Job In California, MD
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
The Technical Account Manager (TAM) resolves moderate to complex support issues of an assigned group of corporate customers by acting as a technical resource, project manager, and overall customer advocate. They collaborate with other Heartland groups to assist the customer in their use, support, and implementation of Heartland. In addition, a successful TAM must possess a high degree of inherent problem solving, troubleshooting, and customer service skills. A key skill of this position is to produce high quality detailed work with consistent output and follow through, requiring patience and a willingness to handle a high degree of complexity.
Job Details:
* Establishes and maintains good working relationships with school district food service personnel, school district IT representatives and technical consultants, internal first level personnel, peers, internal software developers, internal quality assurance personnel, and internal sales personnel.
* Builds and maintains strong working relationships with customers while monitoring and managing customer technical issues & support escalations effectively to ensure timely resolution of customer issues.
* Responds to challenges in a creative, objective, and practical manner and meet each situation as an opportunity for success.
* Work as part of a team with the ability to collaborate effectively with colleagues.
* Provides weekly, monthly, quarterly and yearly reports for each assigned district, based on chosen service level.
* Maintains hyper focus on customer satisfaction and notifies upper-level management of any challenges that could jeopardize the relationship with the customer.
* Maintains contact list for appropriate personnel in each assigned district.
* Provides management level service overseeing partnership with client and builds strong rapport with decision makers.
* Creates loyal clients via business partnerships.
* Provides clients with proactive, strategic, and technical guidance.
* Connects clients' business goals to the company's solutions.
* Collaborates with at-risk clients to build retention strategy.
* Ensures execution of current and future business outcomes to accelerate ROI.
* Promotes Customer success.
Position Requirements:
* Able to work patiently with end-users of both a technical and non-technical background.
* Strong communications skills, both verbal and written.
* Manages service level agreements, ensuring all parties are compliant.
* Tracks purchased service time, based on client selection.
* Must communicate effectively and establish customer rapport quickly while complying with established support processes and procedures.
* Must employ clear, concise and grammatically correct verbal and written communication skills, as well apply professional customer service skills during all interactions with customers.
* Must demonstrate professional phone etiquette.
* Respond to customer concerns, complaints, or inquiries in a timely, professional, and responsive manner.
* Must be able to handle spirited customer conversations and diffuse conflict using appropriate communication skills and conflict resolution techniques.
* Strong understanding of Project Management methodologies with the ability to manage projects within a structured manner.
* Strong team player and solution oriented.
* Quick learner, self-starter, with the ability to support multiple POS applications.
* Must be able to communicate and collaborate effectively with all organizational levels.
* Maintain metrics (versions, builds, software, etc.).
* Ability to negotiate alternatives, know when to escalate a problem, or when to ask for assistance in dealing with the various problems reported.
* Must have a valid driver's license
* Ability to travel throughout the local school district
Skills:
* Advanced working knowledge of PC networking, including the fundamentals of Windows Authentication, Active Directory.
* Project management and organizational skills.
* Advanced analytical problem solving skills.
* Technically skilled in a variety of computer software and hardware.
* Ability to develop proficiency in the use of USDA regulated school food service software.
* Knowledge of SalesForce.com a plus
Experience/Education:
* Education: Four year degree (BA/BS) preferred but not mandatory with adequate experience.
* 5+ years' experience in troubleshooting complex computer/applications/network related problems plus 2-4 years' experience in installing and training on a POS system, preferably in the K-12 school foodservice market but any related market is acceptable.
* 2-4 years' experience on customer technical support help desk preferred.
* Experience in the K-12 school foodservice market is highly desired.
Compensation commensurate with experience. We are an EOE F/M/D/V.
The US base salary for this full-time position is $70,000 + Benefits. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training
Global Payments, Inc. provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of responsibilities, duties and skills required.
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
Citi Wealth at Work - Investment Relationship Officer - Officer
Washington, DC Job
The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities:**
+ Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
+ Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
+ Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
+ Provide the highest level of customer service and teamwork to our clients
+ Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
+ Ensure all documentation received is current, accurate and complete.
+ Fulfill all requests in a timely manner
+ Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
+ Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-4 years of relevant experience
+ Prior experience in wealth management or other financial services roles preferred
+ Ability to manage relationships both internal and external
+ Ability to multi-task
+ FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Client Onboarding
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
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**Primary Location Full Time Salary Range:**
$72,800.00 - $109,200.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 04, 2024
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Life Claims Examiner 2
Remote Job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work!
About this PositionThe Life Insurance Examiner 2 adjudicates individual life claims. The Examiner reviews coverage eligibility, policy status, requests necessary proof of loss documents, determines benefit eligibility and recommends claims for payment or denial.
Open to candidates that reside anywhere in the United States but must work Eastern time zone hours.
Salary Range: $45K - $55KResponsibilities & Qualifications
Responsibilities & Qualifications
Duties:
Reviews coverage eligibility and policy status and requests necessary proof of loss documents
Conducts investigations, reviews and evaluates claim proofs, medical records, and criminal records
Determines benefit eligibility and recommends claims for payment or denial
Reviews and handles a high-volume caseload of Life claims
Communicate with agents, beneficiaries and attorneys both written and verbal
Knowledge, Skills, and Abilities:
Minimum 4 years' experience adjudicating Life, Health, Medical or Disability Claims
Adjudicating contestable life claims is a plus
General knowledge of pre-existing conditions, material misrepresentations and state regulatory compliance.
Excellent interpersonal and team building skills
Excellent verbal and written communication skills
Excellent judgment, research, and organizational skills
Ability to multi-task, prioritize and handle high volumes
Excellent PC skills and knowledge and usage of Microsoft Office
Detailed-oriented with the ability to work well independently and with others
#Dice
#LI-SH1
FLSA status:
This position is exempt (not eligible for overtime pay):
NoOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Claims Professional Trainee (Workers Compensation)
Remote or Omaha, NE Job
WHAT WE'RE LOOKING FORAre you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers' Compensation Claims Professional. We have openings in our Omaha, Nebraska office. HOW YOU'D CONTRIBUTE TO THE TEAM:
Complete classroom training introducing workers' compensation claims handling strategies, medical terminology, and legal concepts
Learn to use claims management software and other databases for claims handling and reporting
Learn to read and interpret complex documents including statutes, regulations, legal opinions, legal letters, medical records, medical bills, medical resource materials, investigation reports, claim notes, and claim data fields
Manage medical treatment to provide the highest level of care while controlling costs
Learn skills such as investigative and persuasive communication, negotiation, decision-making, and strategic planning
Evaluate facts, write clear and concise reports, and develop and update a proactive plan of action
Calculate appropriate monetary reserves for each claim and adjust as needed
Manage legal process on litigated claims
Analyze and determine the eligibility of benefit payments and authorize payments
Communicate effectively with internal and external sources through telephone and electronic correspondence
WHAT YOU'D NEED TO QUALIFY:
Excellent verbal and written communication skills
Exceptional interpersonal and customer service skills
Ability to manage and prioritize multiple assignments in a fast-paced environment
Strong organization skills to ensure tasks are completed within hard deadlines
Basic mathematical skills to calculate monetary reserves
Knowledge of Microsoft Word, PowerPoint, Excel, Outlook
Minimum of High School Diploma or equivalent certificate required
Bachelor's degree from a four-year college or university is preferred, but not required
WHAT WE OFFER
Manageable Caseload
Work-Life Balance
Work From Home Program (up to 2 days per week)
Office Within Walking Distance of The Old Market
Free On-Site Fitness Facility
Garage Parking
BENEFITS
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
DISCLAIMERS
This job posting is not intended as an exhaustive listing of responsibilities and qualifications. A copy of the job description is available upon request. The Work from Home Program is subject to certain eligibility requirements.
AVP, Branch Manager - Greater Washington, DC Area
Washington, DC Job
The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams.
**Responsibilities:**
+ Administer branch sales, service, control and management of human resources
+ Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service
+ Execute planning and budgeting activities to ensure branch annual goals are met
+ Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff
+ Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
+ Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings
+ Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations
+ Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
**Qualifications:**
+ 5-8 years of relevant experience required
+ Previous experience in banking or financial industry preferred
+ Proven experience managing teams
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Consistently demonstrates analytic skills
**Education:**
+ Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Branch Sales
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$76,480.00 - $114,720.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Anticipated Posting Close Date:**
Apr 21, 2025
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Associate Banker SAFE Act LO - C12 - WASHINGTON
Washington, DC Job
The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
+ Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
+ Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
+ Introduce Citi's value proposition to incoming employees at target firms
+ Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
+ Leverage relationships to understand client needs and deepen Citi's relationships with existing client
+ Construct and execute marketing campaigns around our unique and tailored product offerings
+ Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients
+ Provide complete service support to client, including solving complex client inquiries
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 3-7 years of relevant experience
+ Prior experience in wealth management or other financial services roles preferred
+ Ability to manage relationships both internal and external
+ Ability to multi-task
+ FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Private Banker Support
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$103,680.00 - $155,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Anticipated Posting Close Date:**
Feb 27, 2025
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Sales Representative - Financial Institutions
Global Payments Inc. Job In Norfolk, VA
About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
* Responsible for prospecting new clients into the North America Merchant Services realm.
* Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
* Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
* Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
* Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
* Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
* Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
* Excellent prospecting, communication, presentation, and networking skills
* Works well independently and as part of a team
* Incentive-driven sales "hunter"
* Professional demeanor and impeccable integrity
* High sense of urgency and innate sales talent
* Enjoys cold-calling and speaking with people face to face
* Experience with Pipeline lead management
Minimum Qualifications
* 18 years of age or older
* This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
* In accordance with state law, a background check will be conducted after a conditional offer of employment
* Completion of mandatory drug screening on or near 60th day of employment
* Live in area relative to job posting location
* Ability to be in the field, a minimum of 75% of the time
* 4+ years of sales experience
Preferred Qualifications
* High school diploma/GED
* At least two years of relevant experience
Competencies
* Awareness
* Driven
* Resilient
* Respectful
* Committedness
Benefits
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown
* Base Salary: $40,000
* Residual Income: Keep earning from your hard work
* Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Annual On-Target Earnings (OTE): $100,000+
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
#LI-AT1
#LI-Hybrid
Associate Actuary - Variable Annuity Valuation (Remote)
Remote Job
We are seeking an experienced actuary for an open position on the variable annuity valuation team. This person will help drive the overall success of the variable annuity valuation team and the company's critical financial reporting obligations. This highly visible position will interact with other departments within the organization and play a key role in analyzing key drivers of earnings through close collaboration with the Finance Department. This position is also responsible for performing Statutory, GAAP and Tax valuation of variable annuities, which lasts about 3 weeks each quarter. The remaining time will be focused on implementation of new products and business process improvements, such as consolidating valuation models, streamlining valuation/projection/reporting processes, and implementation of new regulations.
Job Responsibilities: Performing quarterly Stat, Tax and GAAP valuations and earning variance analysis using AXIS software Preparing monthly, quarterly and annual reports for internal and third-party clients Preparing and reviewing SOX controls Maintaining and improving the valuation and business plan models Evaluating and communicating impacts of model updates and improvements Developing automation tools for reporting/analysis as needed Interacting with other departments and individuals within the organization Other job duties as assigned, including ad hoc management reports.
Qualifications: Bachelor's degree Previous valuation experience using AXIS software Analytical and problem-solving experience within the insurance industry ASA or recent FSA (willing to consider a pre-ASA with extensive AXIS experience) Excellent spreadsheet and technical skills such as SQL coding and programming skills Capable of learning new software and new concepts Self-starter with ability to work independently and as part of a team Strong communication and interpersonal skills Knowledge of annuity products, particularly variable annuity with guaranteed benefits, and annuity regulations is preferred
$94,000 - $130,000 a year
Protective's targeted salary range for this position is $94,000 to $130,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees.This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.#LI-EH1
Delivery Executive
California, MD Job
Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Delivery Executive
What does a successful Delivery Executive do at Fiserv? We are seeking a dynamic and experienced Delivery Executive to fill this Senior Director-level position within our Government Solutions team. We have multiple contracts throughout our Western Region to provide our Payment Solutions to Government clients. Our Delivery Executives are responsible for overseeing and managing the business partnership with assigned client(s) including all levels of client stakeholders including executives from the strategic, operational program/project management and consultative perspectives. Serving as the primary contact for the client's stakeholders and executive leaders, the Delivery Executive will drive the implementation and operation of large-scale, complex payment processing solution initiatives which will involve discussing complex topics, negotiating, and delivering effective presentations. The role will report to the Vice President of Sales and Delivery in our Western Region.
What you will do:
* Function as lead client-facing delivery liaison and engagement manager between the client and the various product, service and solution teams involved throughout the company as the primary contact point for the client
* Lead and coordinate cross-functional, cross-departmental, cross-company teams that are responsible for all aspects of projects, through the full lifecycle from implementation throughout operations, overseeing service delivery and utilizing involved company resources to ensure attainment of contract obligations and maintain client satisfaction and retention
* Accountable for delivering projects on time, within budget, and within scope involving project strategy, quality control, performance reporting, change management and risk planning
* Develop comprehensive project plans that merge customer requirements with company goals and coordinate various managers and personnel, across different company departments during all project phases
* Manage project status, risks, activity, and resource dependencies, and provide accurate, timely reporting and corrective measures
* Plan and facilitate presentations and client meetings and guide the internal and client Teams in developing required deliverables and work products
* Cultivate relationships with clients to gain understanding of their current business needs and long-term strategies to direct the development of client-specific solutions balancing technology, value, and cost.
What you will need to have:
* 8+ years of experience managing system implementations and integration projects involving multi-million-dollar contracts
* 5+ years of public sector experience, preferably on large scale, complex solutions and implementations and operations
* 5+ years Program and Project Management experience through the full SDLC to include: managing and driving Project Schedule, Risk and Issue Management, Scope Change Management and) Financial Management.
* Bachelor's degree or an equivalent combination of education, work, and/or military experience.
What would be great to have:
* 5+ years of Payment Solutions experience, with strong preference for Prepaid Card experience
* Project Management Institute Project Management Professional (PMI-PMP) certification
* Prior large-scale system implementation and integration experience on State of California project(s)
* Advanced Microsoft Office Suite experience including MS Project
Salary Range
$145,200.00 - $239,700.00
These pay ranges apply to employees in New York and California. Pay ranges for employees in other states may differ.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Thank you for considering employment with Fiserv. Please:
* Apply using your legal name
* Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact *******************. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Apply Now
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Corporate Social Responsibility
Global Leadership
Unique Suite of Solutions
Benefits
* Medical, Vision and Dental Benefits
Comprehensive benefit plans to suit your unique needs
* Fuel Your Life Wellness Program
Resources to elevate your well-being
* 401k, Employee Stock Purchase Plans and Incentives & Bonuses
When Fiserv performs well, so does your financial health
* Employee Resource Groups
Celebrating inclusion in the workplace
* Paid Time Away
Providing the time off to manage personal needs
Business Sales Consultant - DC/MD/VA
Richmond, VA Job
**Calling all innovators - find your future at Fiserv.** We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Business Sales Consultant - DC/MD/VA
**What does a successful Outside Sales Business Consultant do at Fiserv?**
Embark on a thrilling journey with our field sales team, where every moment brims with innovation and opportunity. As the world's largest merchant acquirer, we fuel the success of small and medium-sized businesses (SMBs) with groundbreaking solutions. You'll be introducing our award-winning Clover point-of-sale solutions to merchants.
Meet Clover from Fiserv, the leading cloud-based integrated commerce platform. We're proud to partner with over 700,000 merchant locations worldwide and processed more than $330 billion in card transactions in 2023. Clover enables merchants to accept payments, run their businesses and sell more. Come help us transform the way merchants do business, join the Fiserv.
**What you will do:**
+ Travel within the greater **Washington, DC/Maryland/Virginia** area to introduce Clover to merchants.
+ Proactively generate leads in a dynamic business-to-business environment, leveraging our extensive network of partnerships and other referral sources.
+ Cultivate strong client relationships and expand portfolios through strategic consulting and relationship management.
+ Exemplify Fiserv core values by upholding the highest ethical standards and fostering genuine connections with clients and colleagues alike.
**What you will need to have:**
+ High School Diploma.
+ 1+ years of experience in a quota-driven, self-sourcing sales environment, particularly with small to medium-sized clients.
+ 1+ years of experience cold-calling and independently sourcing leads.
**What would be great to have:**
+ 3+ years of sales experience.
+ Bachelor's degree.
+ Demonstrated ability to devise effective pipeline-building strategies that drive revenue growth.
**Salary Range**
$39,600.00 - $92,400.00
_These pay ranges apply to employees in the District of Columbia. Pay ranges for employees in other states may differ._
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact ******************* . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Senior Lead Counsel 1 - Regulatory
Washington, DC Job
Citi's Legal Department is seeking a motivated and experienced attorney (C-14 - Senior Vice President) to join the legal team supporting Citi's Transformation Program Groups and Finance organization. We are seeking pragmatic and talented lawyers who can operate effectively as in-house lawyers for a large, complex global banking organization with nearly 2,000 employees in the Legal Department and more than 200,000 employees worldwide.
The Transformation Legal Group is a part of Citi's broader bank regulatory legal group and provides legal advice and counsel in connection with the execution and implementation of Citi's enterprise-wide risk management and control Transformation efforts. Citi's Transformation is the multi-year effort being undertaken by the company to simplify and modernize how the firm operates and enable it to lead in a dynamic, competitive, and increasingly digital world. This Senior Attorney role will be focused on supporting Citi's Finance function - including on matters related to regulatory reporting, recovery and resolution planning, capital, and liquidity - as well as certain of Citi's Transformation functions. The Transformation is an effort of the highest importance to the company and attorneys supporting it will have the opportunity to advise and otherwise engage with senior leaders across the organization.
Key Responsibilities:
* Provide legal support, coordination, challenge, and advice to the Finance and certain of Citi's Transformation functions. Doing so will include (i) identifying, analyzing, and interpreting applicable U.S. and non-U.S. laws and regulations applicable to the Transformation functions, (ii) providing legal advice to colleagues within those functions on those regulations, and (iii) driving consistent approaches, processes, standards, and governance across enterprise-wide Transformation and related remediation efforts.
* Provide sound judgment in connection with Citi's responses to and ongoing dialogue with the U.S. banking agencies.
* Manage large-scale and critical legal projects and initiatives related to the Transformation functions from beginning to end.
* Closely coordinate and collaborate with other Citi attorneys supporting the Finance function and the Transformation on specific and general Finance and Transformation execution-related matters.
* Stay abreast of changing internal policies, regulations, legislative developments, and industry trends that may impact the Transformation groups and Citi more broadly.
* Work with external counsel to support the needs of the group, as necessary.
Qualifications:
* 7+ years of relevant industry experience within a large corporation, law firm, or government agency, preferably in financial services. The ideal candidate will have experience providing legal advice on bank regulatory issues.
* Familiarity with complex global financial institutions, their services, and product offerings.
* Excellent analytical, organizational, and interpersonal skills and clear and concise written and verbal communication abilities.
* Demonstrated ability to think strategically, problem solve, and exercise sound judgment.
* Proven ability to build and maintain relationships with colleagues in different functions and of varying levels of seniority.
* Ability to handle multiple matters on time and under pressure.
* Bar license in good standing to practice law.
Education:
* Juris Doctorate or equivalent law degree
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Job Family Group:
Legal
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Job Family:
Legal - Enterprise
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$211,280.00 - $316,920.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Apr 21, 2025
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting