Finance Service Advisor jobs at Grandbridge Real Estate Capital - 251 jobs

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us. INCO: “Cushman & Wakefield”

Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone's portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. EB-5 Investments Since 2014 Lightstone has used the USCIS EB-5 Program to raise capital for its real estate developments in the US. The EB-5 Program allows foreign nationals to invest $800,000 into a job creating project or company in the United States and receive a permanent green card enabling them to live, work and study in the United States. Lightstone has raised over $650 million through the EB-5 Program. Lightstone invested this capital in some of its premium residential and hospitality developments. These include the Moxy and AC DTLA, 130 William, ARC, 365 Bond, Moxy Chelsea, Moxy East Village, Moxy Times Square and Moxy South Beach Miami. Lightstone is currently fundraising for its newest project. The EB-5 team raises investment capital from all over the world and has offices in New York, Shanghai, Seoul, and Hong Kong POSITION OVERVIEW: We are currently looking for a proactive/diplomatic Investor Services professional who will serve as key liaison between the company and a portion of its investor/intermediary base with focus on addressing inquiries related to investment status. The ideal candidate will combine strong financial understanding with empathy, discretion, and excellent communication skills. This is a critical role requiring professionalism, emotional intelligence, and strategic thinking to maintain investor trust and manage expectations. Serve as primary point of contact for investor and intermediary inquiries related to payment status, capital returns, deferred interest, and general financial updates. Draft and deliver timely, accurate, and professional responses to inquiries that reflect company's messaging and values Maintain detailed logs of investor communications and follow-up actions Proactively communicate with investors and intermediaries during anticipated or known delays to manage expectations Support broader investor relations efforts including updates, newsletters, and FAQ documents Collaborate with legal team to ensure all communications meet regulatory standards Monitor trends in investor and intermediary concerns and escalate recurring issues to leadership for resolution Qualifications: Bachelor's degree in Business, Communications, Finance or related fields 3+ years of experience in investor relations, client services, finance, or communications Exceptional interpersonal and written communications skills with a customer-first mindset, including the ability to convey complex information simply and calmly Ability to remain composed and diplomatic during difficult conversations or investor frustrations Detail-oriented and highly organized, with strong problem-solving skills Familiarity with financial products, real estate, private equity, or fund administration a plus EB-5 experience a plus Preferred Attributes: High emotional intelligence and professional demeanor Ability to interpret financial data and explain complex information clearly Comfort working in a fast-paced, deadline-driven environment Commitment to confidentiality and discretion Salary to commensurate with experience

Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone's portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. EB-5 Investments Since 2014 Lightstone has used the USCIS EB-5 Program to raise capital for its real estate developments in the US. The EB-5 Program allows foreign nationals to invest $800,000 into a job creating project or company in the United States and receive a permanent green card enabling them to live, work and study in the United States. Lightstone has raised over $650 million through the EB-5 Program. Lightstone invested this capital in some of its premium residential and hospitality developments. These include the Moxy and AC DTLA, 130 William, ARC, 365 Bond, Moxy Chelsea, Moxy East Village, Moxy Times Square and Moxy South Beach Miami. Lightstone is currently fundraising for its newest project. The EB-5 team raises investment capital from all over the world and has offices in New York, Shanghai, Seoul, and Hong Kong POSITION OVERVIEW: We are currently looking for a proactive/diplomatic Investor Services professional who will serve as key liaison between the company and a portion of its investor/intermediary base with focus on addressing inquiries related to investment status. The ideal candidate will combine strong financial understanding with empathy, discretion, and excellent communication skills. This is a critical role requiring professionalism, emotional intelligence, and strategic thinking to maintain investor trust and manage expectations. Serve as primary point of contact for investor and intermediary inquiries related to payment status, capital returns, deferred interest, and general financial updates. Draft and deliver timely, accurate, and professional responses to inquiries that reflect company's messaging and values Maintain detailed logs of investor communications and follow-up actions Proactively communicate with investors and intermediaries during anticipated or known delays to manage expectations Support broader investor relations efforts including updates, newsletters, and FAQ documents Collaborate with legal team to ensure all communications meet regulatory standards Monitor trends in investor and intermediary concerns and escalate recurring issues to leadership for resolution Qualifications: Bachelor's degree in Business, Communications, Finance or related fields 3+ years of experience in investor relations, client services, finance, or communications Exceptional interpersonal and written communications skills with a customer-first mindset, including the ability to convey complex information simply and calmly Ability to remain composed and diplomatic during difficult conversations or investor frustrations Detail-oriented and highly organized, with strong problem-solving skills Familiarity with financial products, real estate, private equity, or fund administration a plus EB-5 experience a plus Preferred Attributes: High emotional intelligence and professional demeanor Ability to interpret financial data and explain complex information clearly Comfort working in a fast-paced, deadline-driven environment Commitment to confidentiality and discretion Salary to commensurate with experience

At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:

HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Orlando, Florida. The Public Entity Finance Services Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory. Bachelor's degree or equivalent work experience FINRA License Series 7 is REQUIRED. Series 66 is highly desired or able to obtain within 90 days of hire Demonstrated success in financial services/products sales Experience in working a specific sales territory with travel involved Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired Accustomed to working in a fast-paced, team-oriented environment and have the ability to prioritize multiple tasks while meeting deadlines Must be able to meet production quotas with minimal supervision Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours), Maintaining relationships with existing clients to retain and grow their business with the firm Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events. Travel to meet with prospective and existing participants - at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month) Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products Working with existing clients to expand their participation in the investment pools or other HTS products Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives. Prepare weekly status reports for their territory for Department Manager File personal expense reports Other functions as needed.

THE COUNTY OF EL DORADO The County of El Dorado is committed to promoting the power of public service by fostering a diverse and collaborative workplace where employees are empowered, respected and valued. The dedicated efforts taken by the Board of Supervisors continues to promote El Dorado County as a competitive employer that is committed to recruiting and retaining qualified employees by advocating for competitive salaries and excellent benefits. The County of El Dorado is also supportive of providing telework opportunities for employees consistent with business needs and in accordance with Board of Supervisors Policy E-12 - Telecommuting. HEALTH AND HUMAN SERVICES AGENCY The El Dorado County Health and Human Services Agencyis committed to transforming lives and improving futures for the citizens of El Dorado County. Their programs and services include: Behavioral Health, Public Health, Community and Social Services. Their over 600 employees are dedicated to enhancing and enriching the lives of those in their communities. COMMUNTIY SERVICES DIVISION The Health and Human Services Agency's Community Services Division is responsible for the administration of older adult programs for El Dorado County residents 60 years of age and older. These services include: Senior Nutrition, Senior Shuttle, Older Adult Day Services, Long-Term Care Ombudsman, and many more! In addition to the services to seniors, Community Services also administers Veteran Affairs, Animal Services, Public Housing Authority, HEAP & Weatherization programs. THE OPPORTUNITY Enforce State, City, and County laws regarding stray, dangerous, neglected/injured, and nuisance domestic animals; investigate complaints, patrol assigned areas, capture animals, and ensure humane animal protection and control. The selected candidate will have the opportunity to: * Investigate complaints from the public and other agencies regarding nuisance, stray, uncontrolled, neglected/injured, dangerous, wild, or diseased animals. * Conduct an initial investigation of complaints regarding animal cruelty; investigates animal bites and arranges for appropriate identification and quarantine. * Explain State and Local laws, codes, and ordinances relating to the care and control of animals, filing of complaints, and policies of the shelter to the public. * Issue citations for violations of applicable regulations; patrol assigned areas operating County vehicles. * Perform rescue of wild, stray, unlicensed domestic animals, and livestock running at large for impounding; respond to dangerous animals; transport injured animals; perform euthanasia as required. * May assist with shelter operations as needed. For a full description of duties and responsibilities, please review the job description here. Human Resources will assess your application to determine if you are minimally qualified using the following recommendations: Animal Services Officer I: Equivalent to graduation from high school; AND One (1) year of experience in in caring for animals of various types, and in explaining and enforcing regulations and procedures to the public. Animal Services Officer II: Equivalent to graduation from high school; AND One (1) year of experience in animal care, control, and enforcement at a level equivalent to the County's class of Animal Services Officer I. Licenses and Certifications: * Possession of, or ability to obtain and maintain, a valid California or Nevada Driver's License by and a satisfactory driving record. * Possession of, or ability to obtain, a Euthanasia Training Certificate, within one (1) year from time of appointment, or upon conclusion of the first available certified training program, if more than one (1) year. * Possession of, or ability to obtain, a Tranquilization Training Certificate, within one (1) year from time of appointment, or upon conclusion of the first available certified training program, if more than one (1) year. * Required by PC Sections 830.9 and 832, possession of, or ability to complete within one (1) year from date of appointment, (or upon conclusion of the first available training program if more than one year), the California State Basic Animal Law Enforcement Academy, and coursework required by PC Section 832; or have completed a similar Humane Officer/Animal Control academy or training curriculum and must be able to successfully complete the California State Basic Animal Law Enforcement Academy and coursework required by PC Section 832 within one (1) year of employment. * Pursuant to PC Section 830.9, ability to possess firearms qualifications, including vision to maintain firearms qualifications. Click here to view the minimum qualifications for Animal Services Officer I/II, as well as the physical, environmental, and working conditions. SUBMIT YOUR APPLICATION Apply online by clicking the 'Apply" link at the top of this announcement. When your online application and responses to the required supplemental questions are complete, click 'Accept". If you have any questions regarding this recruitment, contact Nicholas Jetton in Human Resources at *************************. Click Here to get tips for applying with the County. RECRUITMENT PROCESS The Human Resources Department will screen all applications to identify qualified candidates. After screening, qualified candidates will be referred to the next step and notified of all further procedures applicable to their status in the recruitment process. A pass/fail training and experience evaluation will be utilized to determine an applicant's ability to continue in the recruitment process ranking for referral to specific vacancies. Based upon the information in the application and/or responses to supplemental questions, the applicant's education, training, and experience will be evaluated using a pre-determined formula. Supplemental questions play an integral role in this recruitment process. Please take the time to provide thoughtful and thorough responses. The information you provide may be used to determine your ranking for referral to specific vacancies. All work experience that is described or included in your response(s) MUST be included in the "Work Experience" section of your application. Do not refer to a resume or other documentation. For more information on the recruitment process, click here. Based on the department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedures. ADDITIONAL INFORMATION The County of El Dorado is recruiting applicants for the Animal Services Officer I/II. This recruitment will establish a list for the purpose of filling current and future extra help vacancies for at least three (3) months. In accordance with Personnel Rules 1103.1 and 1105.1, an extra help or limited term employee may be transitioned into a regular employee if the department in which the employee works has a vacant allocated position for the same classification as held by the extra help or limited term employee and the appointing authority requests such transfer. We currently have the following vacancies: * Two (2) extra help vacancies in the Health and Human Services Agency - Community Services, located in Diamond Springs, CA. Extra help vacancies are made to maintain adequate coverage of work for short periods of time at frequent intervals, where employment is of a recurrent nature depending on the needs of the Agency; work may be seasonal, on-call, and/or for a limited duration. Extra help employees are not considered regular employees, therefore do not attain civil service status, and do not receive benefits or paid leaves; however, they do accrue sick leave consistent with the law. This extra help position may transition to a regular full-time employee if the conditions of Personnel Rules 1103.1 exist. Click here for Frequently Asked Questions. The County of El Dorado is an Equal Opportunity Employer and encourages applicants from diverse backgrounds to apply. As required by Internal Revenue Service Publication 1075, individuals in positions that have access to Federal Tax Information (FTI), will be subject to a background investigation and a criminal history check. In addition, individuals hired into positions that have access to FTI will be re-investigated at least once every ten (10) years. Many job classifications require a pre-employment medical screening. Depending on the job classification, medical screening may include testing for drugs; a positive test may result in revocation of an employment offer. Not just rustic mining towns and historic sites - Today El Dorado County is a year-round vacation destination overflowing with outdoor adventure, inviting agritourism locations, enriching family activities, and a proud Gold Rush history. Escape the traffic and smog because El Dorado County is just: * 40 miles to Downtown Sacramento * 50 miles to Sacramento International Airport * 129 miles to San Francisco Here area few of the many activities and events available throughout El Dorado County: * Hiking, Camping, Fishing, Boating, and Watersports * Skiing and Snowboarding * Live Music and Music Festivals * Local Craft Breweries and Wineries * El Dorado County Fair * Placerville Speedway Races * Farm to Fork Restaurants * Small Business Shops Employees that are buying a home in El Dorado County may qualify for down payment assistance. Click here for more information. CHECK OUT OUR VIDEO TO LEARN MORE!

* This recruitment is will now remain open until filled* The selected candidate(s) may be eligible for the following recruitment incentives* * Up to $6,000 to be paid in equal installments for the first twenty-six (26) consecutive biweekly pay periods in the position. * A fixed amount of additional vacation leave to be accrued in equal installments in each of the first twenty-six (26) consecutive biweekly pay periods of employment. * Up to $6,000 relocation expense reimbursement for moving expenses for the candidate's household, including pets, when the candidate's primary residence is more than one hundred (100) miles from the assigned work location using the shortest commonly traveled route. * Recruitment incentive and relocation expense reimbursement eligibility and administration is subject to the County of El Dorado Personnel Rules. Current County of El Dorado employees are not eligible to receive recruitment incentives or reimbursement. THE COUNTY OF EL DORADO The County of El Dorado is committed to promoting the power of public service by fostering a diverse and collaborative workplace where employees are empowered, respected and valued. The dedicated efforts taken by the Board of Supervisors continues to promote El Dorado County as a competitive employer that is committed to recruiting and retaining qualified employees by advocating for competitive salaries and excellent benefits. The County of El Dorado is also supportive of providing telework opportunities for employees consistent with business needs and in accordance with Board of Supervisors Policy E-12 - Telecommuting. HEALTH AND HUMAN SERVICES AGENCY The El Dorado County Health and Human Services Agency is committed to transforming lives and improving futures for the citizens of El Dorado County. Their programs and services include: Behavioral Health, Public Health, Community and Social Services. Their over 600 employees are dedicated to enhancing and enriching the lives of those in their communities. COMMUNTIY SERVICES DIVISION The Health and Human Services Agency's Community Services Division is responsible for the administration of older adult programs for El Dorado County residents 60 years of age and older. These services include: Senior Nutrition, Senior Shuttle, Older Adult Day Services, Long-Term Care Ombudsman, and many more! In addition to the services to seniors, Community Services also administers Veteran Affairs, Animal Services, Public Housing Authority, HEAP & Weatherization programs. THE OPPORTUNITY Coordinates, and reviews the work of other animal services staff; enforces state, City, and County laws regarding stray, dangerous, and nuisance domestic animals; investigates complaints, captures animals, and ensures humane animal protection and control. The selected candidate will have the opportunity to: * Provide lead direction, training, work review, and evaluation to animal control staff; organize and assigns work, sets priorities, and follows up to ensure coordination and completion of assigned work. * Provide input into selection decisions, disciplinary matters, and other personnel decisions. * Assist the Supervising Animal Control Officer in coordinating, planning, organizing, and implementing the County's animal control program. * Investigate complaints from the public and other agencies regarding nuisance, stray, uncontrolled, dangerous, wild, or diseased animals; performs rescue of stranded or injured animals. * Conduct an initial investigation of complaints regarding animal cruelty; investigate animal bites and arranges for appropriate identification and quarantine. * Explain state and local laws, codes, and ordinances relating to the care and control of animals, filing of complaints, and policies of the shelter to the public. * Issue citations for violations of applicable regulations; patrol assigned areas operating County vehicles. * Perform rescue of wild, stray, unlicensed domestic animals and livestock running at large for impounding; responds to dangerous animals; transports injured animals; perform euthanasia as required. * Represent the County's interest in court with regard to basic citations and dangerous animals. * Testify in court regarding citations and disposition of complaints. * Assist other agencies and County departments with animal control and handling activities. * Enter, edits, and retrieves data; prepare daily and periodic or special reports; maintain records. * May operate standard office equipment, including a computer, facsimile equipment, and telephones. * Collect and balance licensing monies; prepare receipts and other forms. * Operate humane traps, mobile radios, and related animal control tools and equipment. * Identify symptoms of common animal diseases, including rabies, and recommends veterinary medical care, isolation, or euthanasia. For a full description of duties and responsibilities, please review the job description here. Human Resources will assess your application to determine if you are minimally qualified using the following recommendations: Any combination of the required experience, education, and training that would provide the essential knowledge, skills, and abilities is qualifying. Three (3) years of experience in animal care, control, or enforcement at a level equivalent to the County's class of Animal Services Officer II. College-level coursework in animal control, animal behavior, law enforcement, or a closely related field is desirable. Licenses and Certifications: * Possession of, or ability to obtain and maintain, a valid California or Nevada Driver's License and a satisfactory driving record. * Possession of, or ability to obtain, a Euthanasia Training Certificate, within one (1) year from time of appointment, or upon conclusion of the first available certified training program, if more than one (1) year. * Possession of, or ability to obtain, a Tranquilization Training Certificate, within one (1) year from time of appointment, or upon conclusion of the first available certified training program, if more than one (1) year. * Required by PC Sections 830.9 and 832, possession of, or ability to complete within one (1) year from date of appointment, (or upon conclusion of first available training program if more than one year), the California State Basic Animal Law Enforcement Academy, and coursework required by PC Section 832; or have completed a similar Humane Officer/Animal Control academy or training curriculum and must be able to successfully complete the California State Basic Animal Law Enforcement Academy and coursework required by PC Section 832 within one (1) year of employment. * Pursuant to PC Section 830.9, ability to possess firearms qualifications, including vision to maintain firearms qualifications. Click here to view the minimum qualifications for Sr. Animal Services Officer, as well as the physical, environmental, and working conditions. SUBMIT YOUR APPLICATION Apply online by clicking the 'Apply" link at the top of this announcement. When your online application and responses to the required supplemental questions are complete, click 'Accept". If you have any questions regarding this recruitment, contact Nicholas Jetton in Human Resources at *************************. Click Here to get tips for applying with the County. RECRUITMENT PROCESS The Human Resources Department will screen all applications to identify qualified candidates. After screening, qualified candidates will be referred to the next step and notified of all further procedures applicable to their status in the recruitment process. Training and Experience Review (Weighted 100%): A training and experience review consists of candidates responding to supplemental questions on the job application. A subject matter expert will evaluate each candidate's responses based on predetermined criteria. The subject matter experts are not granted access to the candidate's application; responses to the supplemental questions should be thorough, detailed, and complete. Supplemental questions play an integral role in this recruitment process. Please take the time to provide thoughtful and thorough responses. The information you provide may be used to determine your ranking for referral to specific vacancies. All work experience that is described or included in your response(s) MUST be included in the "Work Experience" section of your application. Do not refer to a resume or other documentation. For more information on the recruitment process, click here. Based on the department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedures. ADDITIONAL INFORMATION The County of El Dorado is recruiting applicants for the Sr. Animal Services Officer. This recruitment will establish a list for the purpose of filling current and future full time, part time, limited term and extra help vacancies for at least three (3) months. We currently have the following vacancies: * One (1) full time vacancy in the Health and Human Services Agency - Community Services, located in Diamond Springs, CA. Click here for Frequently Asked Questions. The County of El Dorado is an Equal Opportunity Employer and encourages applicants from diverse backgrounds to apply. As required by Internal Revenue Service Publication 1075, individuals in positions that have access to Federal Tax Information (FTI), will be subject to a background investigation and a criminal history check. In addition, individuals hired into positions that have access to FTI will be re-investigated at least once every ten (10) years. Many job classifications require a pre-employment medical screening. Depending on the job classification, medical screening may include testing for drugs; a positive test may result in revocation of an employment offer. Not just rustic mining towns and historic sites - Today El Dorado County is a year-round vacation destination overflowing with outdoor adventure, inviting agritourism locations, enriching family activities, and a proud Gold Rush history.Escape the traffic and smog because El Dorado County is just: * 40 miles to Downtown Sacramento * 50 miles to Sacramento International Airport * 129 miles to San Francisco Here area few of the many activities and events available throughout El Dorado County: * Hiking, Camping, Fishing, Boating, and Watersports * Skiing and Snowboarding * Live Music and Music Festivals * Local Craft Breweries and Wineries * El Dorado County Fair * Placerville Speedway Races * Farm to Fork Restaurants * Small Business Shops Employees that are buying a home in El Dorado County may qualify for down payment assistance. Click here for more information. CHECK OUT OUR VIDEO TO LEARN MORE!

HilltopSecurities is looking to hire a Public Entity Finance Services Sales Representative for our Public Finance team in Dallas Texas. The Public Entity Finance Services Sales Representative is responsible for distribution of our suite of Asset Management products and other company services to cities, school districts, counties, and other government entities. The representative will solicit participation from prospective entities and increase participation from current government clients within a specific assigned geographical territory. Bachelor's degree or equivalent work experience FINRA License Series 7 is REQUIRED. Series 66 is highly desired or able to obtain within 90 days of hire. Demonstrated success in financial services/products sales. Experience in working a specific sales territory with travel involved Knowledge and sales experience in banking, financial services or fixed income investments is strongly desired Accustomed to working in a fast-paced, team-oriented environment and have the ability to prioritize multiple tasks while meeting deadlines. Must be able to meet production quotas with minimal supervision Strong communications skills, both oral (including presenting to groups) and written and effective interpersonal skills and organization. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); knowledge of Salesforce is a plus but not required Sells products by personal visit and phone calling program along with presentations or attendance at prospective clients governing board meetings when requested (occasional participation at school board or city council meetings may be outside of traditional work hours), Maintaining relationships with existing clients to retain and grow their business with the firm Representing the department at participant organization conferences by staffing exhibit booth and attending other conference events. Travel to meet with prospective and existing participants - at least 50% of the time; much of it will be day travel. Overnight travel is also required when seeing out of town clients or attending conferences (typically 4-8 nights per month) Working with prospective clients to obtain enrollment documents to participate in the investment pools or other HTS products Working with existing clients to expand their participation in the investment pools or other HTS products Utilize a combined focus of phone and email activities along with in person/virtual visits and conferences to meet or exceed established sales goals, quotas, targets, and objectives. Prepare weekly status reports for their territory for Department Manager File personal expense reports Other functions as needed.

Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Imperial Fund is an SEC-registered investment advisor that specializes in comprehensive investment strategies across traditional asset classes and mortgage investments, serving both institutional and individual investors. With a strategic focus on risk management and innovation, the company is dedicated to delivering steady growth and reliable returns to investors. Qualifications and Requirements. Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Licenses & Certifications: Series 65 license preferred. Additional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus but not required. Professional Experience: 1-2 years in financial advisory, wealth management, or similar roles in financial services. Proven track record of building and nurturing client relationships while achieving sales targets. Knowledge & Skills: Solid understanding of financial markets, investment products (stocks, bonds, ETFs), and wealth management strategies. Familiar with portfolio construction, financial planning, and risk assessment methods. Proficient in financial software, with experience in Charles Schwab's custodial platform as a strong advantage. Excellent communicator with a knack for simplifying complex financial concepts. Strong analytical and problem-solving abilities, with a detail-oriented approach. Proven skills in sales and negotiation, with a focus on delivering exceptional client experiences. Fluent or native-level Spanish and English proficiency in both spoken and written communication. Technical Proficiency: Skilled in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems. Experience with financial planning software and tools. Personal Attributes: High integrity and strong ethical standards, with strict adherence to regulatory requirements. Self-motivated, goal-oriented, and highly organized, able to manage multiple priorities effectively. Collaborative team player who also excels independently. Adaptable and resilient in a fast-paced environment. Exceptional networking abilities for cultivating and maintaining client relationships. Bonus Points: Familiarity with the Miami market and surrounding areas. Enthusiasm for ongoing learning and professional development. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Financial Advisor Firm: Evolution Retirement Services At Evolution Retirement Services in Fort Myers, FL, we're looking for a passionate, driven, and customer-centric professional to become our next Financial Advisor! At Evolution Retirement Services, we envision a future where financial management transcends traditional boundaries, becoming an integral part of our clients' family journeys. We are not just financial advisors-we strive to be an extension of each family, crafting a financial blueprint for life that evolves alongside them. If you thrive on building meaningful relationships, enjoy working side-by-side with clients, and love the challenge of consistently exceeding expectations, we want to connect with you! What you'll do: Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs Proactively network and leverage referrals to expand client base Conduct thorough financial analysis using advanced financial software and research tools Manage client portfolios, ensuring alignment with their long-term wealth management objectives Advise clients on cash management, asset allocation, and risk mitigation strategies Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes Build and nurture strong client relationships through effective customer relationship management techniques Assist clients with banking services, including cash flow analysis and account management Support sales efforts by presenting financial products and services that meet client needs Collaborate with legal professionals on estate planning documents such as wills and trust Stay informed about market trends and conduct research to inform strategic planning decisions Maintain and update client information using the firm's CRM system - Wealthbox What We're Looking For: CFP or CFA are a plus! 3+ years' experience in the financial industry Proven experience or strong knowledge in estate planning, tax law, or related legal area Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation Excellent math skills with the ability to interpret complex financial data Experience in customer relationship management within a financial services environment Working knowledge of banking operations and asset management practices Ability to communicate complex financial information clearly to clients and team members Bonus Points: Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus Background in financial sales, investment management, or wealth management preferred What You'll Get: Pay & Perks: $50,000 - $70,000/year based on experience 401(k) Health insurance Paid time off Annual firm paid trip if the firm's goals are met Schedule: In office: Monday - Friday, 9am - 5pm Some evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

PlainsCapital Bank is seeking to hire a Merchant Services Officer. The Merchant Services Officer is responsible for the development of new merchant services business, the expansion of existing bank business relationships, and the servicing of existing customers primarily in the area of merchant services. This position will serve as a merchant services point of contact and advisor in product knowledge, basic integration and specialization aspects with a focus on sales. Must be able to report to PCB's Main Bank located @ 5010 University Avenue, Lubbock, TX 79413, without the need for relocation assistance. Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required. 3 to 5 years of relevant experience in a customer-facing banking (or related) role required. Previous experience in merchant services or treasury management sales strongly preferred. ETA CPP certification preferred. Self-motivated with strong business development, sales, and negotiation skills. Excellent verbal, written and interpersonal communication skills with the ability to interact with all levels of clients and Bank personnel. Excellent customer service and personal skills. Excellent PC skills, including word processing, presentations, and spreadsheets via Microsoft Office products as well as custom applications and systems. Experience using Salesforce or other CRM (customer relationship management) system a plus. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Generates sales calls and leads with prospective and existing merchants to sell and support credit card processing and other optional services. Analyzes existing merchant statements to determine pricing options and provide client direction. Prepares, delivers, and presents proposals to prospective and existing merchants. Maintains proficiency in the changing environment of payment processing in order to set-up merchants, provide training, and download terminals. Maintains detailed records, reports, and logs pertaining to merchant referrals. Maintains an understanding and knowledge of compliance and risk issues collaborating with management to determine solutions. Answers questions regarding merchant services from customers and internal contacts. Communicates in a clear and succinct manner using multiple platforms. Additional responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm, Durham Loyal Wealth Management in (Pembroke Pines, FL ) is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build a client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience 215 Licensed (Life, health & annuities) Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint) Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Salary: TBD Benefits: Health Insurance 401k Hours: Flexible Some seminar attendance Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: College degree preferred 3+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managing money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Hours M-F: 9 am - 5 pm Seminars 3 per month Salary: TBD Benefits: Health Insurance 401(k) PTO Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Financial Advisor Are you self managed, self-motivated, self-resourced, and service focused? Wealth With No Regrets in Alpharetta, GA is seeking to add a Financial Advisor to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products). The Financial Advisor will have the opportunity to meet one on one with a steady flow of qualified prospects and be able to identify and successfully move prospects to clients by demonstrating the value of our planning strategies and help them get what they want in all areas including investing, income, taxes, protection, and legacy. Duties include working alongside the main Advisor, using tools to confidently identify opportunities & dangers, and taking steps to implement a plan and solutions for a Retirement Built with Confidence. Outcome: Delivering Financial Advisory Excellence Analyzing current plans for prospective clients Preparing plans for new clients Demonstrating the value of financial planning strategies Calculating the value of tax-savvy solutions Preparing presentation materials for Financial Advisors to communicate planning strategies The Wealth With No Regrets workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients. Skills and experience needed: Experience in the areas of financial planning, tax and accounting, business, economics, or a related field Minimum of 3 years of Financial Advisory and/or Wealth Management experience Series 65 or similar financial license is required and a life and health insurance license will need to be obtained Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Expertise in Excel including creating formulas and building spreadsheets is very important Have a desire and ability to follow a sales process and articulate financial concepts with confidence Be able to demonstrate and articulate a financial plan and the benefits of it to a prospect and client Ability to build a financial plan and model that includes investing, income, tax, protection, and legacy strategies Possess ability for strong verbal communication and creating a relational connection with people Duties and Responsibilities include: Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities Organize information, build personal financial statements, and cash flow models Build scenarios in financial planning software to evaluate, compare, and present planning techniques Be able to follow direction and processes for gathering & analyzing data Be comfortable around analyzing investment holdings & performance evaluation A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials Salary: • $75,000 base salary, potential to earn up to $250K Benefits: • 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year • High Deductible Health Plan is available • Automatic 3% contribution to 401k after 6 months of employment Hours: • Monday-Friday, 9am-5pm (in office) Presented by Advisor Employee Services Thank you for your interest in the Certified Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

JOB TITLE: Animal Services Officer DEPARTMENT/DIVISION: Environmental Services/Animal Services REPORTS TO: Animal Services Division Manager SUMMARY: Responsible for performing activities related to enforcing animal services rules and regulations including patrolling neighborhoods to assist with stray or abandoned animals and assisting residences with resolving nuisance violations. Work is performed with limited supervision. ESSENTIAL JOB FUNCTIONS: Patrols assigned area for emergency and non-emergency animal situations, including strays and wildlife. Investigates complaints and bite reports. Collects rabies specimens. Performs vector control activities. Apprehends and impounds pet and stray animals in violation of animal control ordinances. Issues warnings and citations to pet owners. Attends court hearings to provide information on violations and supporting documentation. Responds to a variety of requests for service including, complaints from the community, to mediate animal disputes with neighbors, and to provide information. Educates the public on animal control ordinances, policies, and procedures, including proper control and care of pets. Assists in euthanizing animals, following established guidelines and procedures. Assists in maintaining applicable euthanasia records and monitoring compliance with applicable certifications. Assists the public in locating lost pets and adopting new pets. Works with the general public and rescue/humane organizations to re-home animals from the shelter to permanent homes. Evaluates temperament, health, and general adoptability of animals to ensure a safe and lasting adoption, which includes working with wildlife rehabilitators for the successful rehabilitation of injured or orphaned wildlife. Responds to emergency situations involving animals on an on-call basis after normal business hours. Participates in law enforcement functions requiring animal control assistance. Performs other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES: Knowledge of animal care and handling principles and practices. Knowledge of common animal and zoonotic diseases. Knowledge of animal behavior. Knowledge of animal breeds. Knowledge of animal traps, catch poles, and chemical immobilization techniques. Knowledge of sedatives utilized on animals. Knowledge of basic animal anatomy. Knowledge of proper cleaning and sanitizing methods and procedures. Skilled in caring for animals. Skilled in applying independent judgment, personal discretion, and resourcefulness in interpreting and applying guidelines. Skilled in issuing citations and violations in accordance with applicable policies and procedures. Skilled in providing customer service. Skilled in restraining and handling difficult animals. Skilled in reading, interpreting, applying, and explaining rules, regulations, policies, and procedures. Skilled in operating a computer and related software applications. Skilled in communicating effectively with a variety of individuals, including good written and verbal communication skills. Ability to lift up to 75lbs without assistance, including loading an animal into a transport unit. SUPERVISORY/BUDGET RESPONSIBILITIES: None. MINIMUM QUALIFICATIONS: High school diploma or G.E.D. equivalency. General experience handling and restraining animals. 1-2 years of customer service experience. Ability to obtain Euthanasia Technician Certification, as required by city policy, within 6 months of employment. Ability to obtain State of Texas Basic Animal Control Certification within one year of employment. Requires a valid Texas Driver's License. PREFERRENCES: None. WORKING CONDITIONS: Frequent climbing, balancing, reaching, sitting, standing, walking, stooping, kneeling, crouching, talking, seeing, hearing, smelling, and manual dexterity. Occasional lifting and carrying of more than 100 pounds. Work is typically performed in both a standard office and outdoor environment, with potential exposure to adverse weather conditions. Work is occasionally performed in close quarters and high and precarious places. Potential exposure to electrical shock, vibrations, fumes or airborne particles, infectious diseases, chemicals, and criminal suspects. Drive pick-up truck with animal transport equipment. Uses two-way radios, multi-line phone system and cellular phone. Frequent use of medical devices including syringes, needles, droppers, swabs and medical safety equipment. Administers canine and feline vaccinations, to include mixing, preparation and administer. Utilizes animal restraint equipment including restraint pole, snake pole, snake tongs, flexible snare, several size animal traps, injured animal transport equipment, animal muzzles, halters, livestock leads and harness. Uses high pressure cleaning equipment. Utilizes personal protective equipment. CONDITIONS OF EMPLOYMENT: Must pass pre-employment drug test. Must pass criminal history check. Must pass motor vehicle records check. Must maintain a valid Texas Driver's License. Must obtain Euthanasia Technician Certification, as required by city policy, within 6 months of employment. Must obtain State of Texas Basic Animal Control Officer Certification within 1 year of employment.

PlainsCapital Bank is seeking to hire a Merchant Services Officer. The Merchant Services Officer is responsible for the development of new merchant services business, the expansion of existing bank business relationships, and the servicing of existing customers primarily in the area of merchant services. This position will serve as a merchant services point of contact and advisor in product knowledge, basic integration and specialization aspects with a focus on sales. Must be able to report to 3707 Camp Bowie Blvd, Suite 220, Ft. Worth, TX 76107, without the need for relocation assistance. Must be able to travel and work from multiple locations throughout Ft. Worth market which includes Weatherford, Granbury and Denton. Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required. 3 to 5 years of relevant experience in a customer-facing banking (or related) role required. Previous experience in merchant services or treasury management sales strongly preferred. ETA CPP certification preferred. Must be eligible to work in the U.S. without sponsorship now or in the future. Self-motivated with strong business development, sales, and negotiation skills. Excellent verbal, written and interpersonal communication skills with the ability to interact with all levels of clients and Bank personnel. Excellent customer service and personal skills. Excellent PC skills, including word processing, presentations, and spreadsheets via Microsoft Office products as well as custom applications and systems. Experience using Salesforce or other CRM (customer relationship management) system a plus. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Generates sales calls and leads with prospective and existing merchants to sell and support credit card processing and other optional services. Analyzes existing merchant statements to determine pricing options and provide client direction. Prepares, delivers, and presents proposals to prospective and existing merchants. Maintains proficiency in the changing environment of payment processing in order to set-up merchants, provide training, and download terminals. Maintains detailed records, reports, and logs pertaining to merchant referrals. Maintains an understanding and knowledge of compliance and risk issues collaborating with management to determine solutions. Answers questions regarding merchant services from customers and internal contacts. Communicates in a clear and succinct manner using multiple platforms. Additional responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $21.0000 - $25.9562 Personal Financial Rep ll: $22.6756 - $28.3445 Personal Financial Rep lll: $25.2199 - $31.5249

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. 2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. 5. Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum on Up, etc). 6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. 7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related training 2. Ten (10) or more years of experience in commercial banking 3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more 4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services 5. Ability to grasp complex credits clearly; is insightful in all aspects of finance 6. Excellent verbal and written communication skills 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $200,000 - $240,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work