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Gould Killian CPA Group P.A. jobs in Asheville, NC - 5372 jobs

  • Accounting Clerk/Bookkeeper

    Gould Killian CPA Group P.A 3.7company rating

    Gould Killian CPA Group P.A job in Asheville, NC

    Client Advisory Services (CAS) Associate Position: Full-Time, Hourly (40 hours per week, overtime as needed) Gould Killian CPA Group, P.A. is a full-service accounting firm that provides excellent client service with a high-level of technical expertise and attention to detail. We have about 55 professional and administrative staff that collaborate across three offices in Asheville, Hendersonville, and Brevard. The Firm operates with integrity and professionalism, while providing a work environment that nurtures professional development and curiosity. Job Description: The Client Advisory Services (CAS) Associate helps to oversee our client's financial data and compliance by maintaining accurate books. The CAS Associate will collaborate with the CAS Manager, CAS Associates, and other professional staff to provide clients with accurate, timely information and reporting. Job Duties: Bank reconciliations and credit card reconciliations Accounts Receivable and Accounts Payable reconciliations Payroll processing and filings (monthly, quarterly, annual) 1099 Preparation Sales Tax preparation and filings Financial Reporting (monthly and year-end) Business Tax Return preparation (limited) Skills & Abilities Strong working knowledge of QuickBooks Desktop, QuickBooks Online, and Thompson Reuter suite, including Accounting CS Strong written and verbal communication skills Benefits: Paid Vacation and Holidays Group Health Insurance Group Life Insurance Short-Term/Long-Term Disability Insurance Health Savings Plan (HSA) Quarterly Firm contribution for eligible employees Health Reimbursement Arrangement (HRA) 401(k) Retirement Plan Employer Matching for eligible employees Discretionary Profit-Sharing plan contributions Access to Continuing Professional Education (CPE) courses and in-house training to develop your technical skills and meet your certification requirements. *This is not an exhaustive list of benefits provided by the Firm. Any benefits listed here are subject to change based on management decisions.
    $30k-39k yearly est. Auto-Apply 60d+ ago
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  • Tax Supervisor

    Gould Killian CPA Group P.A 3.7company rating

    Gould Killian CPA Group P.A job in Asheville, NC

    Supervisor - Gould Killian CPA Group, P.A. Position Type: Full-Time, Permanent Gould Killian CPA Group, P.A. is a full-service accounting firm that provides excellent client service with a high-level of technical expertise and attention to detail. We have about 55 professional and administrative staff that collaborate across three offices in Asheville, Hendersonville, and Brevard. The Firm operates with integrity and professionalism, which are outlined in our Core Values, while providing a work environment that nurtures professional development and curiosity. Position Overview: Gould Killian CPA Group, P.A. is seeking a supervisor with strong technical, analytical and communication skills. The Supervisor role is the initial level of the management group in the firm, as such they are expected to provide a high-level of technical expertise, review staff and senior accountant work, and actively manage client relationships and workflow. The main focus of the Supervisor position is the accomplishment of fieldwork and the preparation of a product suitable for final review by a Manager or Partner, through both his/her own efforts and that of lower level staff. Job Duties: Workflow and Job Management: Coordinate the logistics of all assigned engagements, assuming responsibility for delegation of work Keep partners and managers fully informed on the progress of the assigned engagements Review and take responsibility for all directed staff accountants' work, both in terms of accuracy and timeliness of completion Technical Skills and Preparation: Be able to review the work of others not only for clerical accuracy, but also to evaluate positions taken in the treatment of items and the implications to the client Perform tax planning functions for client work and recommend actions to be taken Display a high degree of technical and professional competence including keeping current on new developments and the communication of such to staff Develop areas of specialty and expertise Staff Training and Development: Train staff in workpaper/final product preparation through both review notes and hands-on training Participate in the GK Mentor Program and recommend training and development opportunities for staff Assist in the evaluations of staff as requested by a partner or the Employee Success & Training Coordinator Professional Development & Promotion: Accompany partners and/or managers on prospective client meetings Develop business contacts and referral sources for new clients Maintain ongoing contact with existing clients throughout the year to determine new services to be offered Develop the ability to recognize issues and form a preliminary solution before presenting to manager/partner Take a leadership role among Senior Staff, join firm committees as requested, and participate in firm administration Skills & Abilities: Excellent communication skills, including in-person, phone, and written communications Demonstrate the ability to analyze complex financial data and draw reasonable conclusions Demonstrate professionalism, both in your appearance and bearing Maintain strict confidentiality of all clients and the firm business Follow firm procedures and comply with firm policies as outlined in the employee manual Ability to work overtime as needed throughout the year Qualifications: Bachelor's Degree in accounting or a related field CPA license At least 5 years' experience in public accounting or a related field, with at least 2 years of experience supervising staff and reviewing their work Benefits: Paid Vacation and Holidays Group Health Insurance Short-Term/Long-Term Disability Insurance Health Savings Plan (HSA) Quarterly Firm contribution for eligible employees Medical Reimbursement Plan (MRP) 401(k) Retirement Plan Employer Matching for eligible employees Discretionary Profit-Sharing plan contributions Access to Continuing Professional Education (CPE) courses and in-house training to develop your technical skills and meet your certification requirements *This is not an exhaustive list of benefits provided by the Firm. Any benefits listed here are subject to change based on management decisions.
    $30k-46k yearly est. Auto-Apply 60d+ ago
  • Director-Compliance : Head of Transaction Monitoring Coverage

    American Express 4.8company rating

    Charlotte, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Global Financial Crimes Compliance (GFCC) function provides second-line policy, framework, oversight and control solutions to meet the Company's legal, regulatory and risk management mandates in connection with Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF), Sanctions and Anti-Bribery and Corruption. The GFCC portfolio comprises all aspects of the Company's first and second-line financial crime risk management (FCRM) activities, including all lines of businesses in the United States and both proprietary non-proprietary global markets. Reporting to the Global Head of Transaction Monitoring (TM), the Head of Transaction Monitoring Coverage (Director) will oversee the ongoing inventory of applicable risks and coverage associated with American Express products and services. This individual will manage a team focused on the ongoing assessment of coverage provided by the Transaction Monitoring program and identifying enhancement requirements. This is a critical leadership role within GFCC, requiring strong domain expertise in AML compliance, advanced understanding of AML risk typologies, data, model risk management and a track record of operational execution within the financial services industry. Responsibilities Support the Global Head of TM in managing the GFCC transaction monitoring coverage program, including identifying relevant money laundering (ML)/terrorist financing (TF) red flags, typologies, and emerging patterns. This individual will be responsible for implanting a program to maintain an up-to-date mapping of these risks to American Express products, services, and business segments to establish drive appropriate monitoring coverage. Lead the evaluation of identified automated and manual controls for their effectiveness in detecting the identified risks as part of the coverage assessment. Identifying and documenting findings, identified risks, and recommended enhancement to be shared with relevant stakeholders Implement monitoring to identify ad-hoc coverage assessment needs, through the implementation of trigger event to review existing coverage Drive and implement process for periodic reviews of non-automated alerted activity to identify emerging risks or coverage gaps Monitor and control rule changes to ensure alignment with regulatory expectations, internal policies, and evolving risk typologies; develop and monitoring controls to ensure rule changes are implemented as designed Prepare and contribute to regulatory engagement materials and meetings in connection with the TM program's design, governance, and effectiveness. Collaborate closely with key stakeholders including the Financial Crimes Compliance Surveillance Unit, U.S. Investigations unit, Threat Assessment Group, Financial Crimes Data Science and Analytics Center of Excellence, Technology, Operations, Model Risk Management, and Business Line Compliance. Establish and maintain comprehensive documentation, metrics, and controls around rule performance, thresholds, and alert quality. Support and coordinate activities related to regulatory exams, audits, and internal reviews related to transaction monitoring design and governance. Provide expert recommendations to coverage and technology solutions, including business requirements and vendor selection Maintain awareness of industry developments and regulatory expectations in AML transaction monitoring and financial crimes detection. Foster a culture of accountability, transparency, and continuous improvement. Minimum Qualifications 8+ years of experience in Financial Crimes Compliance, AML transaction monitoring, or related risk management roles in a large global financial institution. Proven expertise in AML transaction monitoring systems, coverage assessments, typology translation, alert generation, and model risk management. Strong knowledge and understanding of global regulatory expectations. Demonstrated ability to lead cross-regional and cross-functional teams. Strong communication and influencing skills; ability to interact with senior executives and regulators. Bachelor's degree or equivalent experience is required; advanced degree in a related field (e.g., Law, Business, Data Science) preferred. Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $123k-215.3k yearly 3d ago
  • Private Credit Investment Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $59k-91k yearly est. 3d ago
  • Lead Product Designer

    Array 3.5company rating

    Raleigh, NC job

    Lead Product Designer Pay: $145,000 - $170,000/year + variable compensation Experience: 7 to 10 years designing complex, workflow-heavy B2B SaaS products; shipped features used at scale. Type: Full-time Schedule: Monday - Friday Array Corporation is seeking a Lead Product Designer to join a growing and dynamic team! Array Corporation is building an AI frontline workforce management platform that does the opposite: we connect talent quality to production outcomes and share the upside with dynamic rewards. When people see how their work drives results and strong performance earns real rewards, retention becomes a flywheel. Businesses get consistency and predictability; workers get transparency, recognition, and a reason to stay. As our first full-time design hire, you'll establish the foundational user experience - one where agents assist users to achieve measurable business outcomes. You will define the information architecture, build the design system and patterns, and set up a practical research cadence. You'll also design explainable, human-in-the-loop automation and create the link between effort and reward, unmistakably clear for recruiters, operators, and workers. Partnering with Product and Engineering across squads, the patterns you set will define how Array Corporation feels for years. Job Description: Own end-to-end product design across requisition, sourcing, scheduling, analytics, and incentives. Define the platform's information architecture and intuitive navigation framework. Build and implement a v1 design system, including tokens, components, and patterns. Design trusted agent experiences with explainability, safe overrides, and clear decision logic. Conduct lightweight UX research and convert insights into product improvements. Partner with Product and Engineering to prioritize quick wins and long-term foundations. Measure impact using shared success metrics and drive continuous improvement. Use AI tools to accelerate design workflows such as variant exploration and spec generation. Position Requirements: Expertise in AI/automation UX, including explainability and user control. Portfolio that displays storytelling abilities, primarily focused on measurable product outcomes. Experience as the first designer or design lead in an early-stage startup is preferred. Understanding of HR tech/recruiting/workforce or other multi-persona operations tools is a plus. Strong systems-thinking mindset with proven information architecture experience. Hands-on research experience with the ability to synthesize insights into clear recommendations. Fluency in Figma and modern product development workflows. Skilled in creating and scaling design systems across multiple teams. Excellent collaboration skills with Product and Engineering partners. Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
    $145k-170k yearly 2d ago
  • Local Dedicated Truck Driver

    21St. Century Personnel 3.2company rating

    Charlotte, NC job

    Local & Home Daily Dedicated Truck Driver Experienced Class A drivers needed for the expansion of local dedicated account. All dry van freight. Please see the different start times and schedules listed below. All drivers must be able to work 2nd shift. 1800 - 2000 MPW. 10-15 stops per week. Drop & hook at each store. Will make delivery & then get a load or empty back to the DC in Statesville. This will be done 1-2 times per shift. Areas of operation: Statesville to Anderson, SC/Charlotte/Greensboro & I-40 corridor/Asheville-Sylva. 10 - 12 hour shifts Experience Required: At least 1 full year solo OTR experience in the past 3 years At least 2 years OTR experience in the past 5 years Experience must be with comparable equipment (45 foot or longer) * Local experience will count if the driver has been driving in the same states as regional position $1,000 -$1,200+ per week $10 per stop Schedules: Statesville based, local home daily, 2nd shift Sun-Thur. 4pm start time. Driver needs to be capable of 400 miles per shift. Mileage $0.56/mile. Will slip seat with a NON SMOKER. Statesville based, local home daily, 2nd shift Tues-Sat. 7pm start time. Driver needs to be capable of 420-440 miles per shift. Mileage $0.56/mile. Will slip seat with a NON SMOKER. Statesville based, local home daily, 2nd shift Tues-Sat. 4pm start time. Driver needs to be capable of 400 miles per shift. Mileage $0.56/mile. Will slip seat with a NON SMOKER. Statesville based, local home daily, 2nd shift Tues-Sat. 6pm start time. Driver needs to be capable of 400 miles per shift. Mileage $0.56/mile. Needs to be able to drive a Kenworth. Will slip seat with a SMOKER. Local 1-3 day compensated orientation near Greensboro. Private hotel room, all meals and travel included. Holiday pay & PTO Full benefits in 30 days including retirement Newer automatic short sleepers
    $1k-1.2k weekly 1d ago
  • Client Relationship Specialist - Asheville, NC

    Charles Schwab 4.8company rating

    Asheville, NC job

    Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $48k-63k yearly est. 1d ago
  • IT Asset Management Admin

    CTC 4.6company rating

    Liberty, NC job

    Who we are: Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Client. As one of the world's most admired brands, Client is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse, talented team members who want to Dream. Do. Grow. with us. What we're looking for: The CLIENT IT Admin position will perform weekly/daily tasks including but not limited to the following for all IT expense assets to ensure all inventories are maintained at the correct levels: Procurement, Receiving and Asset management tasks. Inventory tracking for all IT expense assets. Procurement should align with the forecasted budget and ensure that equipment is acquired to support all regional, local, and shop-initiated projects, meeting planned targets. What you'll be doing: Lead local site services and project procurement activities, including creating procurement requisitions in Ariba and maintaining the local AP100 system. Monitor and track checkbook budgets to ensure accurate financial oversight. Manage asset and inventory issues, escalating concerns to site management as needed. Oversee equipment auditing, tracking, receiving, and reconciliation processes. Qualifications/ What you bring (Must Haves): This is a highly mobile role requiring oversight of capital equipment across a 9-million-square-foot facility, ensuring effective asset management on the plant floor throughout the site. Ability to handle multiple tasks at once by priority. Hands on experience in IT Asset lifecycle management. Hands on experience in MS Office. Hands on experience in procurement and inventory tracking. 3+ years of experience in managing IT assets. Strong organizational abilities combined with excellent oral and written communication skills. Added bonus if you have (Preferred): Accounting and/or budgeting background. Prior experience with Ariba Procurement and budget.
    $64k-103k yearly est. 5d ago
  • Business Unit Manager

    Steel Warehouse 4.5company rating

    Hickory, NC job

    Be the Leader Who Builds It from the Ground Up! Business Unit Manager - Greenfield Manufacturing Facility | Hickory, North Carolina Are you ready to build something extraordinary? We're launching a brand-new, state-of-the-art manufacturing facility in Hickory, NC, and we're seeking a Operations Leader who's ready to lead from day one - shaping the operation, the culture, and the future success of our business. This isn't just another management role - it's a career-defining opportunity to take ownership of a greenfield project, overseeing construction of the main plant, installation of a CTL line, and the creation of a world-class team focused on excellence in metals processing and fabrication. About the Role As the Business Operations Leader, you'll take full responsibility for the success of the business unit - leading operations, sales, profitability, and strategic growth. You'll drive performance across every area of the plant, from process optimization to customer satisfaction, all while fostering a culture of continuous improvement and accountability. What You'll Do Lead and oversee all daily operations to ensure alignment with company goals. Drive growth through strategic pricing, strong customer relationships, and margin improvement. Manage P&L and develop business strategies for sustainable profitability. Partner with customers and suppliers to create mutually beneficial agreements. Track and improve KPIs across safety, quality, efficiency, and cost. Implement Lean and continuous improvement initiatives. Guide product development and innovation to fuel long-term growth. Build, mentor, and empower a high-performing cross-functional team. What You Bring Bachelor's degree in Business, Engineering, or related field. 5-7+ years of progressive leadership in manufacturing or industrial operations. Proven P&L management experience and operational leadership success. Background in metals, fabrication, or processing (strongly preferred). Entrepreneurial mindset with a hands-on, customer-first approach. Experience with ERP systems, Lean Manufacturing, or quality systems is a plus. Strong communication, strategic thinking, and problem-solving skills. Why You'll Love This Opportunity Be part of a greenfield launch - build the plant, the processes, and the team from the ground up. Lead with impact - make real decisions that shape the business's success. Grow with us - we're investing in people, technology, and long-term excellence. Competitive compensation, benefits, and the chance to define your legacy. Travel up to 25% to connect with customers, suppliers, and company sites. Join Us If you're a bold, results-driven leader ready to build and lead a next-generation manufacturing operation, we want to hear from you. Apply today and take the lead in bringing our new Hickory facility to life!
    $79k-123k yearly est. 2d ago
  • Credit Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $56k-86k yearly est. 2d ago
  • Commercial Building Insurance Loss Control Expert

    Amalgamated Insurance Underwriters 4.5company rating

    Charlotte, NC job

    Amalgamated Insurance Underwriters is a young, rapidly growing and successful property and casualty insurance wholesaler. We market exclusively to retail agencies across the US and have developed a niche habitational program with a unique selling proposition. Our niche product holds a strong position in the marketplace as: Our exclusive property program is limited to well-managed multi-family properties. Our rates are 15% - 2% below market, quoting and binding is superfast and easy, and coverage is provided by Lloyd's of London. Our growth is driven by building relationships with commercial P&C insurance agents across the country. Our program has literally been selling itself (with 23,000 units in the first year and growing). Job Description Responsibilities Serve as a Subject Matter Expert regarding building and construction best practices, safety measures and loss control mitigation techniques for potential and existing customers as well as management. Produce safety surveys, safety audits, and reports of loss control Evaluate client properties, identify exposures to loss and make clear recommendations to mitigate those risks. Consult - on a case by case basis - with landlords and produce tailored loss control solutions for individual properties and portfolios. Maintain a very strong base of knowledge regarding the latest loss mitigation techniques,staying current with industry trends and expert insights. Develop specifications and requirements for potential customers to enter our program. Follow up to ensure that scope of work agreements have been satisfied. Qualifications Requirements Deep (8+ years) of practical building and / or inspection and best practice experience (we are looking for someone who knows what works in the field- not just what is taught in a textbook). Knowledge of commercial lines underwriting and loss control concepts Prior experience conducting surveys or evaluations on commercial property a strong plus. A willingness to travel to client sites (at least 10 days per month) Excellent interpersonal skills as you will be consulting with different types of clients from different locales and cultures. A Certificate in Safety Management (CSM) or Certified Safety Professionals (CSP) is preferred though not required. Additional Information This position can be based across the United States (proximity to a large airport hub is helpful as the candidate will travel extensively.
    $79k-97k yearly est. 1d ago
  • Client Support & Relationship Manager

    CG Financial Services

    Charlotte, NC job

    As an Admin Support & Relationship Associate at CG Financial, you'll be a cornerstone of our client service team. You will work directly with financial advisors and clients to deliver exceptional wealth management experiences. Your role combines high-level client relationship management with operational support to ensure a seamless and professional client journey. You'll contribute to internal process improvement, client satisfaction, and team success across our multiple office locations. This position offers a dynamic blend of client-facing responsibilities, operational execution, and strategic collaboration. It is ideal for someone who is highly organized, proactive, and driven to make a positive impact on clients and teammates alike. Core Responsibilities: Client Engagement & Relationship Management Participate in and prepare for client meetings alongside financial advisors. Respond promptly and professionally to client inquiries across various channels. Assist clients with portals, investment platforms, and service requests. Ensure client satisfaction through empathetic, proactive, and effective communication. Operational Support & Coordination Handle and oversee office administration responsibilities. Process distributions, applications, forms, and other client-related documentation. Prepare reports, meeting materials, and planning documents. Accurately document all client interactions, tasks, and follow-up items. Track and analyze client service processes to identify and implement improvements. Team Collaboration & Internal Operations Facilitate and participate in internal meetings to review and optimize client service. Work closely with advisors, support staff, and leadership on special projects and initiatives. Contribute to team and firm-wide goals through project support and strategic alignment. Continuous Improvement Engage in professional development and support change initiatives that improve service delivery. Provide feedback on processes and tools to enhance team efficiency and client outcomes. Requirements Required Qualifications: 1-5 years of client-facing experience in financial services. Strong verbal and written communication skills. Excellent organizational and time-management abilities. Proficiency in Microsoft Office Suite. Strong attention to detail and ability to manage multiple priorities. Team player who can also work independently with minimal oversight. Demonstrated ability to learn and use financial technologies efficiently. Preferred Qualifications: Bachelor's degree in business, finance, or related field. Experience with Salesforce, Orion, or custodial platforms (e.g., LPL, Axos). Exposure to financial planning software. Project management experience. Series 7, Series 66 or 65, and/or industry designations. Compensation ranges from $45,000 - $65,000, based on experience, including bonus eligibility as part of our performance-based compensation program. CG Financial offers medical, dental, vision, life, LTD, STD, and other insurances as benefits. Employees will be eligible for a Safe Harbor 401(k) with employer conribution and discretionary profit-sharing. Our Core Values: Thirst for Knowledge - You're endlessly curious and committed to continuous learning. Innovative Problem Solver - You proactively create solutions, communicate clearly, and follow through. Self-Motivated - You're driven, results-oriented, and embrace challenges. Authentic - You operate with integrity and foster a drama-free, honest work environment. Positively Impact People - You lift others up-clients, colleagues, and the community.
    $45k-65k yearly 39d ago
  • Investment Real Estate Banker

    First National Bank (FNB Corp 3.7company rating

    Raleigh, NC job

    Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit: Commercial Banking Reports to: Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets. The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-45k yearly est. Auto-Apply 60d+ ago
  • Evaluator

    Farm Credit Services of America 4.7company rating

    Greenville, NC job

    Who is AgCarolina? Headquartered in Greenville, North Carolina, AgCarolina Farm Credit offers career opportunities throughout Eastern North Carolina. We service the needs of part-time and full-time farmers, as well as the mortgage credit needs of rural homeowners. Federally chartered and a part of the national Farm Credit System, we are locally owned by our members. As we work together, we can help you achieve your goals and dreams, while strengthening our communities. AgCarolina Farm Credit is the largest ag lending cooperative operating in North Carolina with a local presence throughout the territory. The Association has approximately $3.1 billion in gross loan volume, serving more than 6,000 members. Our purpose at AgCarolina Farm Credit (ACA) is to serve the agricultural industry and our rural communities, yielding a more prosperous future for all. We are committed to providing constructive credit and financial services to grow the success of our members, one local relationship at a time. We believe that an inclusive team of employees is the best way to serve our agricultural and agribusiness customers. AgCarolina refers to our diversity initiatives as inclusion initiatives. With inclusion, we seek to involve all employees, management team, and board in fostering an environment that encourages and acknowledges the positive contributions individuals from all backgrounds can make in the success of our organization. By embracing and leveraging our unique strengths we establish ourselves as a positive corporate citizen and an employer of choice. We are committed to attracting and developing an outstanding team of employees and supporting each one to achieve his or her full potential. Our success at AgCarolina GROWS by: Growing our people and association Relationships built on respect, trust, and integrity Owning responsibility for our attitudes, actions, and job performance Welcoming diversity, equity, and inclusion Serving one another, members, and local communities Evaluator - AgCarolina Territory Are you passionate about supporting agriculture and rural communities? Do you thrive in a detail‑oriented environment where your analytical skills and sound judgment make a real impact? If so, we want to hear from you! As an Evaluator at AgCarolina Farm Credit, you'll play a key role in assessing real estate and personal property loan collateral. You'll apply appraisal principles and valuation techniques ensuring accurate, reliable evaluations that support lending decisions. This role contributes to the strength of the Association by safeguarding loan quality and helping farmers and rural businesses thrive. You'll be part of a culture that values mentorship, candid conversations, attention to detail, and timely decision‑making-all in service of agriculture and rural communities. What you'll Do: Responsible for obtaining, analyzing and maintaining sales, building costs and chattel database Collect, verify and document sales and other market data Assist appraisers with property inspections, plats, review of proposed property improvements and other appraisal duties Complete real estate and personal property inspections, review legal descriptions, tax records and sales contracts and other pertinent documents. Provide clear written and verbal communication of findings and recommendations of values Must be able to meet deadlines and reporting requirements Effectively communicate with customers and team members Demonstrates a commitment to learning and growing through attending appraisal seminars, schools, and continuing education What We Value: At AgCarolina, we believe in: Customer Focus - Building strong relationships through responsiveness and professionalism Collaboration - Working closely with your team and other departments to deliver exceptional service Excellence - Bringing precision, organization, and integrity to everything you do Growth - Enjoying opportunities for development, innovation, and meaningful contribution What We're Looking For: Associates degree in business, finance, accounting or related field A general knowledge of agriculture to apply during inspections of real estate and equipment, preferred Knowledge of the principles of real estate appraisal and application of the three approaches to value as well as Federal, State, and local laws affecting real estate and chattel values, preferred Travel will be required within our territory for inspections Strong communication, organization, and planning skills Ability to work independently Our Commitment: Joining AgCarolina means being a part of a community rooted in serving agriculture and rural communities, yielding a prosperous future for our members and employees. In exchange for your time, talent, and commitment, we are committed to offering our employees: Competitive base pay, and eligibility for incentive pay based on personal and Association performance Comprehensive benefits (medical, dental, life, LTD, and others) effective the first day of the month following your date of hire Maternity, Paternity, and Caregiving Leave, because we care about our employees and know they have responsibilities outside of work A market-leading 401(k) plan (with a dollar-for-dollar match on the first 6% you defer, plus an AgCarolina discretionary contribution) Paid Time Off, plus 13 paid holidays annually Training and professional development opportunities, and defined career pathways for many roles Meaningful work that allows one to make a difference in agricultural and rural communities and to develop professionally Opportunities for work-life balance that includes employee appreciation and family events A great work environment with colleagues who have a shared commitment to our core values Opportunities for everyone to think and act like a leader, regardless of the position you hold A comprehensive wellness plan: we recognize that our greatest asset is our people-and for our people to perform at their best, they must be healthy and well. AgCarolina Individual Competencies: Communicates Effectively Action-Oriented Makes Good Decisions Collaborates Focuses on Our Members Welcomes Everyone and Treats Them Fairly Leadership Internal candidates must have at least 2 years of Farm Credit experience, a Fully Successful rating or higher on their most recent performance review and have been in their current role for at least 2 years before applying. Interview Process: Applications received within the first 2 weeks of posting date will receive priority consideration. The position will remain open, however, until the vacancy is filled. Phone Screen with AgCarolina HR Representative In-person interview Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time.
    $45k-59k yearly est. Auto-Apply 4d ago
  • Director, Growth - Life Sciences

    Honeywell 4.5company rating

    Charlotte, NC job

    The Director of Growth, Life Sciences is a strategic leader responsible for accelerating revenue and market expansion within the life sciences sector in a SaaS environment. This role drives the business development strategy for new customer acquisition, enhances value propositions tailored to pharma, biotech, and med tech segments, and empowers sales teams through robust enablement frameworks. By identifying greenfield opportunities in manufacturing and quality domains, developing strategic partnerships, and executing targeted go-to-market initiatives, the Director will play a pivotal role in expanding geographic reach, increasing share of wallet, and shaping the future growth trajectory of the business. Key Responsibilities 1. Business Development Leadership * Lead and evolve business development units focused on life sciences growth. * Identify and prioritize high-impact opportunities across pharma, biotech, and med tech segments. * Develop strategic partnerships and alliances to unlock new revenue streams. 2. Sales Enablement & Conversion * Build and optimize enablement frameworks to support sales teams with tools, training, and insights. * Collaborate with Sales to improve conversion rates and shorten sales cycles. * Define and track KPIs for customer acquisition and onboarding success. 3. Value Proposition & Market Positioning * Craft compelling, differentiated value propositions tailored to life sciences personas. * Align messaging with regulatory, operational, and innovation drivers in manufacturing and quality. * Partner with Product and Marketing to ensure market resonance and clarity. 4. New Logo Acquisition & Revenue Impact * Drive initiatives that result in net-new customer acquisition ("new logos"). * Monitor and report on contribution of new logos to overall revenue growth. * Develop playbooks for targeting and converting strategic accounts. 5. Share of Wallet Expansion * Identify upsell and cross-sell opportunities within existing accounts. * Work with Customer Success and Account Management to deepen engagement and expand footprint. * Analyze usage patterns and customer feedback to inform expansion strategies. 6. Geographic Growth Strategy * Pinpoint and prioritize critical geographies for expansion. * Develop localized growth plans in collaboration with regional teams. * Assess regulatory and market readiness for entry into new territories. 7. Greenfield Innovation & Future Growth * Explore and validate greenfield opportunities in manufacturing and quality domains. * Lead market research and feasibility studies for emerging trends and technologies. * Incubate pilot programs and innovation labs to test new concepts.ollaborate with crossfunctional teams to drive business growth Must-Have: * Minimum of 8-10 years of experience in business development or related field of Life Science Industry. * Minimum of 5 years of experience as People Leader. * Deep understanding of SaaS business models and enterprise sales cycles. * Strong knowledge of manufacturing and quality operations in regulated environments of Life Science Sector. * Exceptional stakeholder management and cross-functional leadership. Nice-to-Have: * Experience with digital transformation initiatives in pharma or biotech. * Familiarity with global regulatory frameworks (e.g., FDA, EMA, ISO). * Exposure to AI/ML, data analytics, or cloud platforms in life sciences. The annual base salary range for this position is $219,000- $275,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
    $30k-44k yearly est. 60d+ ago
  • Community Impact Specialist Temp (Great Intern Opportunity) - 11426

    Coastal Federal Credit Union 3.7company rating

    Raleigh, NC job

    Opportunity: Community Impact Specialist Temp (Great Intern Opportunity) Dept: Community Impact Position Location: Various locations including our Raleigh home office, Coastal branch locations, college campuses, Coastal Credit Union Music Park, and employers across the Triangle. Hours: Approximately 20-25 hours per week. Schedule determined by programming and individual's availability and will vary from week to week. Length of Program: 10 Months Program Overview: Coastal Credit Union's Community Impact team cultivates partnerships, allocates funds, and promotes activities and events serving a variety of causes. The Community Impact Specialist Program offers participants the unique opportunity to engage with our team, corporate partners, Coastal internal departments, Credit Union members, and the local community. The program includes exposure to career pathways throughout the Credit Union industry and is designed, in partnership with local colleges/universities and community partners, to provide a comprehensive experience through diverse activities and events. Program Goals: * Provide specialist with hands-on experience in community engagement and financial education * Offer exposure to the credit union industry, emphasizing local economic development and community impact * Develop professional skills including leadership, communication, public speaking, and teamwork * Support Coastal's community projects and initiatives Program Components: * Be a brand ambassador: represent and promote Coastal Credit Union at community events * Gain insight and experience: through rotations across departments and external partners * Learn and develop professionally: Credit union operations, financial literacy, community impact, public speaking, skill building workshops * Participate in projects and presentations: work on a meaningful project and deliver a final presentation * Receive feedback & program evaluation through check-ins, performance coaching, and exit interviews Interested? Here are the qualifications we need to see on your resume: Education: * Currently enrolled in high school (minimum age 16) or college (undergraduate or graduate) Skills & Experience: * Proficiency in Microsoft Word, Excel, and social media platforms * Please provide a recommendation letter from a school advisor * NC work permit required if under the age of 18 For consideration visit ***************************************** . You can also scroll back up to the top of this page to the "Apply Now" section. Deadline for Application: All resumes must be received on or before 1/26/2026 Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at ********************. Request for reasonable accommodation will be considered on a case-by-case basis. "It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together." * Tyler Grodi, CEO VEVRAA Federal Contractor Equal Opportunity/Affirmative Action Employer Minority/Female/Disability/Veterans
    $31k-40k yearly est. 5d ago
  • Customer Resolution Manager

    Nuveen Investments 4.9company rating

    Charlotte, NC job

    The Customer Resolution Manager is responsible for tracking and analyzing questions, comments, and complaints regarding the company's products or services to improve the performance of the Customer Service department.. Through effective monitoring, this job supports the management of the first lines of support for difficult and sometimes complex problem resolution. Under limited supervision, the Customer Resolution Manager ensures that all specialists provide positive customer experience and enhance relationships between consumers and the company. **Key Responsibilities and Duties** + Analyzes customer complaints to determine validity, risk, and cause of the complaint. + Audits consultant phone calls, documentation, and interaction records to assure firm's compliance to industry regulations and standards. + Collaborates with variety of departments including legal, payment operations, IT, and contract maintenance to correct and restore client account to proper status. + Ensures that all complaints and corrections have been properly documented for FINRA review. + Generates error reports to track the source of the error and the affected budget. + Alerts management of errors caused by team members or processes and offers suggestions and solutions to prevent future errors. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3 Years Required; 5 Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7; Series 63 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 3 years of comparable experience in customer service or financial services. + Position requires FINRA registrations, Series 6 or 7 & Series 63 + Position requires to have resident state insurance licensing. Must comply with all regulatory requirements and remain in good standing. **Preferred:** + Preferred to have 5 years of comparable experience in customer service or financial services. + 3+ years of experience in complaint handling. + Ability to manage sensitive client interactions regaining client confidence. Need strong listening skills and promote the role of client advocate. Need to evaluate and solve complex problems. + Able to proficiently utilize Seibel, Salesforce, and Unified Workflow or similar CRM Systems + Strong verbal and written documentation skills with the ability to communicate with and adapt to diverse individuals. Maintains the highest level of professionalism. + Strong negotiation skills displaying sound judgment and decision-making. Related Skills Adaptability, Automation, Communication, Continuous Improvement Mindset, Critical Thinking, Customer Engagement, Digital Savviness, Problem Solving, TIAA Products/Services Acumen **Anticipated Posting End Date:** 2026-01-22 Base Pay Range: $56,600/yr - $77,300/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
    $56.6k-77.3k yearly 4d ago
  • Day Camp Music & Enthusiasm Leader

    New River YMCA 4.3company rating

    Jacksonville, NC job

    This role is a specialized, 8 week season day camp support role focused on leveraging music and high-energy leadership to enhance the summer camp experience across the New River YMCA locations (Jacksonville Clyde Erwin, Swansboro Queens Creek, and Sneads Ferry Dixon). The Music & Enthusiasm Leader will be the camp's rhythm section, driving the fun, reinforcing YMCA values, and providing a unique educational component. Reporting to the Senior Director of Youth Development and working in direct partnership with the Day Camp Coordinator, this position is responsible for creating a vibrant, musical atmosphere, leading enthusiastic assemblies, and teaching foundational music skills to interested campers. This job announcement is not intended to be inclusive of all functions, responsibilities and qualifications associated with the position, however, representative of the essential job functions and typical criteria considered necessary to successfully perform the position. Responsibilities The Music & Enthusiasm Leader will take on specialized responsibilities while upholding the core duties of a Day Camp Coordinator, specifically: Musical Assembly Leadership: Plan and lead three high-energy, 10-minute all-camp assemblies daily (morning, noon, and afternoon). Morning Assembly: Set a positive, energetic tone for the day, focusing on one of the YMCA core values (Caring, Honesty, Respect, Responsibility) through song and movement. Noon Assembly (Pre/Post Lunch): A quick, fun "brain break" or spirit booster assembly to re-energize campers. Afternoon Assembly (End of Day): A reflective and positive send-off, celebrating daily achievements and preparing for the next day. Instrumental Performance: Use acoustic guitar as the primary instrument for assemblies, supplemented by other camp-appropriate instruments (e.g., ukulele, percussion, keyboard) to create a full, engaging sound. Modeling Enthusiasm: Serve as the ultimate "program guru" and energy leader, modeling high-impact activity leadership, knowing all the songs, and actively encouraging participation from staff and campers (aged 6-14). Enrichment Music Instruction: Develop and lead an optional, structured 8-week music lesson program for interested campers focusing on the keyboard or acoustic guitar. Curriculum should cover basic chords, simple melodies, rhythm, and reading basic sheet music/tablature. Organize lesson schedules that do not conflict with core camp activities. End-of-Summer Talent Showcase: Plan, organize, and host a comprehensive Talent Showcase during the final week of camp. Encourage participation from all campers, not just music lesson participants. Use the Showcase to highlight the musical progress of the lesson participants. Manage logistics, setup, and promotion for the final performance. Staff Support: Assist the Day Camp Coordinator in supervising counselors and volunteers, modeling high-energy programming, and covering breaks as needed. The Music & Enthusiasm Leader will also fulfill all supplement duties of the Day Camp Coordinator role, including: Developing a positive, welcoming, and nurturing atmosphere for children. Providing supervision to ensure the safety and well-being of all campers and staff. Serving as a creative and resourceful leader capable of managing staff, campers, and the program day. Managing program paperwork, attendance, and providing ongoing, professional communication with parents. Upholding the YMCA core values in all interactions. Qualifications In addition to the core Day Camp Coordinator requirements, the ideal candidate for the Music & Enthusiasm Leader will possess: Musical Proficiency: Demonstrated ability to proficiently play the acoustic guitar and lead group singing. Basic proficiency on a keyboard/piano is highly desirable. Performance Experience: Experience performing or leading musical activities in front of groups, ideally in a youth or camp setting. Teaching Ability: Experience instructing or tutoring youth in music or other creative Ability to develop a simple, progressive 8-week curriculum. High Energy & Charisma: Exceptional ability to command a crowd, generate excitement, and maintain an infectious, positive energy throughout the day. Benefits 50% discount on program fees up to $5,000 Employee & Employer Retirement Contribution Options Paid Sick Time Posted Salary Range USD $12.50 - USD $16.50 /Hr.
    $12.5-16.5 hourly Auto-Apply 31d ago
  • Strategic Execution & Operations - Business Execution Consultant

    Wells Fargo Bank 4.6company rating

    Charlotte, NC job

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities. Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews. In this role, you will: Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Determine areas of strength or Business Execution opportunity within defined scope of work Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations Utilize independent judgment to guide moderate risk deliverables Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction to less experienced Strategy and Execution staff Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations Monitor, track and report on key program activities such as validations, document refresh, etc. Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current Assist with document packaging for external reviews Required Qualifications, US: 2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proficiency with Microsoft tools particularly SharePoint and Excel Experience creating pivot tables and performing data analysis in Excel Experience working on a regulatory initiatives Ability to influence effectively in a matrix environment Experience interacting with management level in a consultancy capacity Ability to articulate complex concepts in a clear manner Ability to take complex topics and boil them down to the salient points for different key audiences Strong organizational, multi-tasking, and prioritizing skills Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts Experience administrating a SharePoint site and document / artifact management Job Expectations: Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
    $71k-89k yearly est. 60d+ ago
  • Loan Specialist - Internal

    Regional Management 4.2company rating

    Garner, NC job

    Job purpose The Loan Specialist will assist with overall operations of the branch office, in particular, customer relations, account building, account management, new loan & payment processing, cash management, and compliance. The Loan Specialist will perform in accordance with RMC's Mission, Vision and Shared Values. Duties and responsibilities Develop and improve customer relations and provide exceptional service to all customers. Data entry of loan applications and documents into RMC systems, take and process credit loan applications, and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security; maintain correct amount of denominations of money in cash drawers daily. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Comply with all company policies and all State and Federal lending regulations; title recording and maintain report. Minimize delinquent debt through appropriate account management activities. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Pull credit bureau files for review by management. Assist management in updating of daily logs and reports. Process mail as needed. Transport money and deposits to and from bank. Maintain all customer files to be in compliance with RMC record retention policies. Order, organize, and maintain branch supplies. Assist in training of new employees as directed by the Branch Manager. Complete training program within the time set forth by the Training Department. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. 6+ months of customer service experience in either a sales/retail environment or cash management environment. Experience with Microsoft Office Suite products. Data entry proficiency. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Preferred Qualifications Experience in consumer finance industry. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Confidence. Sales mentality. Adaptable to an ever changing environment. Working conditions This position works in an office providing customer services to customers and potential customers in person and over the phone. The Loan Specialist typically works 9am to 6pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. This is the Internal Careers page for current Regional team members to search for and apply to an available position within the Company. Regional team members care about our customers, our communities and each other. We value team member diversity and believe it is crucial to achieving our goals. We share our ideas and enthusiasm and help make this a great place to work and grow. We thank you for taking time to listen and help our customers get through life's financial tough spots.
    $23k-39k yearly est. Auto-Apply 60d+ ago

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