The Universal Banker (Bilingual - Spanish) provides quality, accurate and timely customer service when processing financial transactions and providing information about products, services and benefits.
Responsibilities
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals. Accepts deposits, confirming accuracy of transaction.
Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashier's checks, bank money orders, etc.
Balances all monies in cash drawers at the end of shifts. Accepts and counts inventories of cash and official items each day.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Accurately conducts all credit and debit transactions including but not limited to receiving and paying of cash, checking and savings deposits/withdrawals, checking endorsements and loan transactions. Ensures all regulatory requirements are met timely, including CTR's, etc.
Keeps proper cash supply while assuring teller area is secure; follows all security policies and procedures.
Verifies Night Depository envelopes and bags and maintain accurate transaction logs.
Responsible for providing most customer service needs in the bank, including platform support. This includes, but is not limited to, opening checking accounts, savings accounts, CDs and cross selling of other products and services. Proactively informs clients of products/services, profiles clients to identify financial needs and makes referrals when warranted.
Explains product benefits, changes, restrictions, requirements, and any other relevant product and services information to clients.
Cross-sells and makes referrals to other lines of business to generate new business and deepen existing client relationships, participates in all On-Boarding of clients and all campaigns which includes calling clients.
Delivers excellent customer services to all bank customers.
Performs additional duties as assigned.
Requirements
Skills/Experience/Education
High School diploma or equivalent.
Excellent verbal communication and math skills.
Bilingual; advanced/fluent or native communication both verbal and written in Spanish, strongly preferred.
Strong sales skills and open to culture of customer needs-based selling.
Proficient with technology.
Trustworthiness and the ability to act with integrity.
Thorough understanding of customer service.
Fluent in both English and Spanish.
Essential Mental & Physical Requirements
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret a document if required to perform the essential job functions.
Prolonged periods of sitting at a desk and working on a computer may be required.
Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
$30k-36k yearly est. 21d ago
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Associate
Accordion 4.3
Remote or Chicago, IL job
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k.
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$96k-129k yearly est. 3d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
Chicago, IL job
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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A leading financial clearing organization is seeking an experienced Instructional Designer to create effective learning solutions. This role involves collaborating with subject matter experts to design engaging training content across various modalities. The ideal candidate will have at least 5 years of instructional design experience and proficiency in relevant e-learning tools. A hybrid work environment with remote options is available.
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$72k-89k yearly est. 1d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL job
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
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$84k-128k yearly est. 3d ago
Head of Global Employment Law
Transunion 4.2
Chicago, IL job
A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth.
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$70k-163k yearly est. 3d ago
Real Estate Program Manager - Data Center Development
Provident 4.5
Dallas, TX job
🕒 Employment Type: Full-Time | In-Office
We're seeking an ambitious and execution-driven Real Estate Development Program Manager to manage the front-end development of ground-up hyperscale data centers across the United States.
In this role, you will play a crucial role in the development and delivery of the company's data center portfolio by sourcing new opportunities, analyzing the suitability of data center sites, and managing land acquisitions by working with external stakeholders such as landowners, communities, and utility providers.
This role will also facilitate the negotiation of land purchases through the drafting and execution of purchase and sale agreements, and lead the completion of key site due diligence and pre-development activities.
Key Responsibilities
Analyzes feasibility of proposed projects in various markets; prepares market studies when necessary.
Managing land development and acquisition tasks, including site due diligence, regulatory approval process, permitting, surveying, and land use entitlements for all data center projects across multiple regions.
Executing and manage real estate acquisition agreements (e.g. LOIs and PSAs), and draft project memos and execution plans
Defining project scope, goals, and deliverables in collaboration with stakeholders.
Developing detailed project plans, including timelines, resource allocation, and risk assessments.
Managing project schedules, budgets, and resources to ensure projects are delivered on time and within budget.
Monitoring project progress, identifying potential issues, and implementing corrective actions.
Managing internal tracking of all development financials, including budgets, costs, and change orders.
Partner with internal teams on capacity planning, infrastructure design, and operational readiness.
Align development timelines with business growth forecasts and global expansion strategies.
Develop and manage project budgets, forecasts, and capital expenditure plans.
Identify and mitigate risks related to land use, construction delays, and regulatory hurdles.
Qualifications
Bachelor's degree in Real Estate, Civil Engineering, Architecture, or related field.
3-5+ years of experience in commercial real estate land acquisition and development, ideally with a focus on large-scale or hyperscale data centers or mission-critical facilities.
Civil engineering background or experience collaborating closely with civil engineers is a strong plus, especially for candidates who can bring technical insight to site evaluation, infrastructure planning, and development feasibility.
Proven track record of real estate development, including project management or support of due diligence and entitlements on multiple sites, and an understanding of cost, timeline, and contracts for large land transactions and development projects.
Understanding of site development milestones, land use and zoning approvals.
Experience negotiating other agreements critical to data center operation (e.g., water, sewer, incentives and development agreements).
Comfort working with and developing strong relationships with external stakeholders such as sellers, economic development contacts (municipal, county, state, and NGOs), utilities providers and SMEs / consultants.
Core Skills & Competencies
Entrepreneurial mindset and a results-driven approach.
A “big-picture” person with strong analytical and problem-solving skills.
Comfortable with ambiguity, the ability to quickly adapt to changes, and navigate complex situations.
Excellent written and verbal communication skills, with the ability to present effectively to investors, partners, and public stakeholders.
Ability to work independently, managing multiple high-priority projects simultaneously.
Relentless drive for mastering the craft, demonstrating a curiosity and commitment to deepening expertise in industrial real estate development.
$64k-92k yearly est. 2d ago
Sales Enrollment Representative
3M Expansions 4.6
Sarasota, FL job
As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives!
Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans.
Sales Enrollment Representative Responsibilities:
Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets
Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services
Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up
Promote and upsell services to meet customer needs and achieve sales growth
Track sales metrics and report directly to Senior Managers regularly to ensure personal success
Keep up-to-date with changes in pricing, product offerings, and company policies.
Professionally represent the company at all times.
Benefits of Being a Sales Enrollment Representative:
Competitive compensation package with industry-leading commission incentives
Help connect people to the newest & top telecommunication products and services
Learn valuable techniques in sales, customer service, and program enrollment
Work in diverse settings, meeting with various consumers directly
Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career
What We Look For Sales Enrollment Representative:
Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required
Excellent communication and interpersonal skills
A goal-driven mindset with long-term aspirations
Ability to thrive in a fast-paced, collaborative environment
Basic understanding of technology & devices
Flexibility to work weekends, evenings, or events as needed
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today!
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$29k-35k yearly est. 2d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
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$54k-88k yearly est. 2d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 4d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 1d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 3d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
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$84k-124k yearly est. 3d ago
Project Manager
Allegiance Group 4.4
Dallas, TX job
Job Title: Project Manager
Salary: Up to $140,000 + Benefits
We are a well-established commercial general contractor delivering high-quality, ground-up construction projects across the commercial sector. With a strong pipeline of work in retail, industrial, and healthcare, the business is known for taking on complex, high-value developments and delivering them to a consistently high standard.
Due to continued growth, we are seeking an experienced Project Manager to join the team in Dallas. This role will suit someone from a solid commercial construction background who is comfortable owning projects end-to-end and managing multiple stakeholders.
The Role
As Project Manager, you will be responsible for managing 1-2 ground-up commercial projects at a time, typically valued at $10m+, with $30m projects being the core focus. You will oversee the full project lifecycle from pre-construction through to final handover.
Key Responsibilities
Manage ground-up commercial construction projects from pre-construction through completion
Take full ownership of programme, budget, quality, and safety
Coordinate subcontractors, suppliers, and internal project teams
Work closely with clients, consultants, and inspectors to ensure smooth project delivery
Lead project meetings and provide accurate reporting on cost, schedule, and risk
Ensure projects are delivered on time, within budget, and to contractual standards
Requirements
Proven experience as a Project Manager within commercial construction
Background delivering ground-up projects in retail, industrial, and/or healthcare
Experience managing projects $10m+ in value, ideally with exposure around the $30m range
Strong understanding of construction means and methods
Excellent leadership, communication, and organizational skills
Ability to manage multiple priorities across 1-2 concurrent projects
This is a strong opportunity to join a respected commercial contractor with consistent work, high-value projects, and a stable presence in the Dallas market.
$140k yearly 2d ago
Process Improvement Analyst II/III (Security)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope.
Responsibilities
Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations
Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets
Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions
Research and evaluate opportunities related to process flow variance deficiencies
Develop and implement processes and procedures to ensure correct recording of actual labor times
Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction
Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance
Leverage best practices gained through process improvement activities to other activities which would benefit from implementation
Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements
Ensure the implementation of new and enhanced processes
Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Full life-cycle project management
Establish and lead project teams
Develop project plan/scope/schedule/cost/communications
Procure and/or manage resources/timelines/deadlines/quality
Risk, Issue and Change management
Ensure successful project implementation
Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls
Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
Perform other duties as assigned
Qualifications
Advanced knowledge of process mapping/modeling and business process reengineering
Significant experience in leading teams in business process improvement initiatives
Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
Advanced knowledge of market trends, business strategies and technology and their interrelationships
Significant experience in working effectively with diverse internal and external contacts
Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience
Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience
Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience
Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
Advanced skill communicating with all levels within an organization
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced research, analytical, and problem solving skills
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced verbal and written communication skills
Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience
Desired Qualification(s)
Lean Six Sigma or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-68k yearly est. 3d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 2d ago
Customer Onboarding Manager
Levelfield Bank 3.7
Houston, TX job
Redefine Banking with Us:
LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services.
We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge.
Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent.
If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact.
Your Role:
This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team.
You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us.
This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder.
Location:
This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role.
Key Responsibilities:
Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions.
Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers.
Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances.
Leadership: Lead, mentor, and grow the Customer Onboarding team.
Additional Responsibilities:
Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business.
Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department.
Work collaboratively: Collaborate with the team to continuously improve the department and the bank.
Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth.
About You
We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution.
Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role;
At least 2+ years of people management experience.
Willingness to work flexible working hours, as required.
Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives
Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements.
Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
Excellent verbal and written communication skills
Passion for revolutionizing banking and embracing innovation.
Strong interpersonal skills with a commitment to delivering exceptional customer experiences.
A team-oriented mindset with a drive to build something extraordinary.
Why Join LevelField Bank?
Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance.
Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization.
Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success.
Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits.
This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
$80k-130k yearly 2d ago
Commercial Banking Spec II
Old National Bank 4.4
Deerfield, IL job
Category/Function Lending/Commercial/Consumer/Credit Type Regular Full-Time Requisition ID 2025-18648 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
* High level of service to RMs and external clients.
* Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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$18.3 hourly 3d ago
Universal Banker (Southshore)
Gulf Coast Bank 4.1
Gulf Coast Bank job in New Orleans, LA
The Universal Banker provides quality, accurate and timely customer service when processing financial transactions and providing information about products, services and benefits.
Responsibilities
Cashes checks and disburses funds after verifying signatures and sufficiency of funds to support withdrawals. Accepts deposits, confirming accuracy of transaction.
Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
Prepares, verifies, and issues cashier's checks, bank money orders, etc.
Balances all monies in cash drawers at the end of shifts. Accepts and counts inventories of cash and official items each day.
Maintains a work area that ensures the safety of all negotiables and confidential records.
Accurately conducts all credit and debit transactions including but not limited to receiving and paying of cash, checking and savings deposits/withdrawals, checking endorsements and loan transactions. Ensures all regulatory requirements are met timely, including CTR's, etc.
Keeps proper cash supply while assuring teller area is secure; follows all security policies and procedures.
Verifies Night Depository envelopes and bags and maintain accurate transaction logs.
Responsible for providing most customer service needs in the bank, including platform support. This includes, but is not limited to, opening checking accounts, savings accounts, CDs and cross selling of other products and services. Proactively informs clients of products/services, profiles clients to identify financial needs and makes referrals when warranted.
Explains product benefits, changes, restrictions, requirements, and any other relevant product and services information to clients.
Cross-sells and makes referrals to other lines of business to generate new business and deepen existing client relationships, participates in all On-Boarding of clients and all campaigns which includes calling clients.
Delivers excellent customer services to all bank customers.
Performs additional duties as assigned.
Requirements
Skills/Experience/Education
High School diploma or equivalent.
Excellent verbal communication and math skills.
Strong sales skills and open to culture of customer needs-based selling.
Proficient with technology.
Trustworthiness and the ability to act with integrity.
Thorough understanding of customer service.
Essential Mental & Physical Requirements
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret a document if required to perform the essential job functions.
Prolonged periods of sitting at a desk and working on a computer may be required.
Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
Zippia gives an in-depth look into the details of Gulf Coast Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Gulf Coast Bank. The employee data is based on information from people who have self-reported their past or current employments at Gulf Coast Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Gulf Coast Bank. The data presented on this page does not represent the view of Gulf Coast Bank and its employees or that of Zippia.
Gulf Coast Bank may also be known as or be related to Gulf Coast Bank, Gulf Coast Bank & Trust, Gulf Coast Bank & Trust Co., Gulf Coast Bank & Trust Comp, Gulf Coast Bank And Trust Company and Gulf Coast Bank and Trust Company.