Post job

HTLF jobs in Albuquerque, NM

- 527 jobs
  • Financial Advisor

    Edward Jones 4.5company rating

    Las Cruces, NM job

    This job posting is anticipated to remain open for 30 days, from 20-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Proprietary Trader Positions

    T3 Trading Group 3.7company rating

    Las Cruces, NM job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Financial Services Consultant 1

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records. Balances cash drawers at the beginning and end of shifts to ensure accuracy Balances cash drawer and other transactions correctly and according to standard operating procedures Issues cashier's checks, money orders, and bank drafts Verifies and reconcile daily transactions to maintain accurate records Proactively educates members of our products and services Member Service Duties: Resolves any issues and problems faced by members, providing timely and regular updates. Maintains a high level of professionalism and confidentiality in all member interactions. Assists members with the following: Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. Loans: Credit card, loans, and bill payments Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations. IRA and Fiduciary transactions Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. Performs other duties as assigned. Financial Sales Duties: Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. Engages with members to understand their financial situations and short-term and long-term financial objectives. Performs consultative selling to offer personalized products to members to help them achieve their financial goals. Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. Promotes financial products and services that are suitable for members based on their needs. Identifies opportunities for account and membership growth and cross-selling additional products or services. Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: Excellent interpersonal and communication skills Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong verbal/written communication skills Adaptability and willingness to learn new skills and technologies Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: Minimum one year experience in financial industry or consultative sales role or related experience Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times. Salary Description $20-$22 (Depending on Experience)
    $23k-30k yearly est. 7d ago
  • Production Assistant (LOA) Albuquerque, NM

    CMG Financial 4.8company rating

    Albuquerque, NM job

    CMG Home Loans is hiring a Production Assistant (Loan Officer Assistant) onsite in Albuquerque, NM who will provide support to a top producing Loan Officer with the loan application set up, review and loan pre-qualifications. Bilingual in Spanish highly preferred. Essential Duties and Responsibilities: Review daily prequalification & prospect pipelines for new applications and needed follow-up Parter with Loan Officer to prioritize applications that need review/completion Review all applications for completion and accuracy with each borrower directly Ensure all BYTE screens are complete without error (to include all VA screens/net tangible etc) Note all correspondence with the borrower in CLEAR via Scratchpad for LO review Make appropriate product recommendations to the Loan Officer based on the borrowers application and qualification RUN AUS (both LP & DU on all files) Send updated Closing Costs Worksheets based on the requests/needs of borrowers Research & Confirm guidelines for products to ensure product recommendations are appropriate based on the borrowers application information Note the “loan story” in the BYTE Cover Letter - Submission Notes Screen Run Fees and review LE to ensure fees look correct - request assistance from compliance/disclosure desk if necessary Request disclosures Request client documentation based on AUS recommendations- update application based on documentation provided and ensure qualification still stands Order preliminary title report Order appraisals Review income analysis from the Loan Officer if applicable Complete income worksheets, rental worksheets, loan beam etc. as applicable Once a CONTRACT is received, review the contract input contract data into BYTE - ensure a FULL tri merge is pulled, update liabilities if applicable, review income and assets with the borrower and update the system as necessary. Confirm all employment information is unchanged. Remove any income and assets NOT needed for qualification purposes and run NEW AUS Submit NEW LOAN FILE checklist to Pipeline Manager when file is ready for review For FILES in process - handle any system updates for restructuring to include OB submissions Submit requests for Rapid Rescores Qualifications and Experience: 2+ years of experience in mortgage industry a must. Must be able to work onsite at our Branch in Albuquerque, NM. Bilingual in Spanish highly preferred. Familiarity with mortgage terminology. Experience with Point software preferred. Proficient in Microsoft Office, Word, Excel, Outlook, etc. Excellent communication skills both written and oral. Ability to work in a fast-paced fluid environment. High level of integrity and confidentiality required. PHYSICAL and ENVIRONMENTAL CONDITIONS: This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required. Base Compensation Information CMG pays a competitive hourly rate which ranges from $18.00 to $22.00 an hour plus a per file bonus. Factors that affect base salary may include: overall mortgage experience, number of years worked in mortgage industry, types of roles performed, computer skills, customer service experience specific to working with mortgage lenders, and education. CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected]. CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company's gift to CMG Financial and may be forwarded to our recruiters for their attention.
    $18-22 hourly Auto-Apply 19d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Albuquerque, NM job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $49k-82k yearly est. Auto-Apply 60d+ ago
  • Part-Time Teller (25 Hours)

    First Financial Credit Union 3.8company rating

    Albuquerque, NM job

    Performs member transactions, involving paying and receiving cash and other negotiable instruments. Posts deposits, provides account balances and related activities. Must keep accurate records of all transactions. Greet members in a professional and courteous manner and perform routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Must keep accurate records of all transactions. Assist authorized members with entrance to safe deposit boxes, sell money orders, and cashier's checks. Balance teller drawer at the end of shift and comply with all policy and control procedures Ensure strict adherence to established security procedures. Identify and suggest additional services where possible and provide routine information concerning services and direct members to appropriate departments. Non-essential Functions Other duties as assigned. May perform a variety of miscellaneous tasks including typing, filing, computer input & answering the telephone. Expectations Provide courteous and professional service by establishing positive and supportive relationships with internal and external members. Greet members promptly and respond appropriately to member service requests. Process the average # of transactions per month, established per branch. Maintain a monthly balancing record established by the Excessive Balancing Guidelines. Other expectations are summarized on Teller Performance Expectations and Measurements. Requirements Education: High school graduate or equivalent Experience: 6 months cash-handling experience, plus must be bondable. Knowledge, Skills, Abilities: Must communicate effectively with members, supervisors & co-workers. Perform minor math calculations & balance large amounts of money & negotiable instruments. Demonstrate accuracy & attention to detail and cooperative team spirit. Ability to work in a changing environment & demonstrate knowledge of basic customer service & identifying member financial needs. Ability to deal with stressful situations and to work effectively with busy member traffic and workload and display a professional appearance and good attitude. Salary Description Starting at $18.00/hour
    $18 hourly 8d ago
  • BSA & Fraud Analyst II

    Kirtland Federal Credit Union 4.1company rating

    Albuquerque, NM job

    Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a BSA & Fraud Analyst II to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Gibson Operations Center in Albuquerque with hybrid opportunities after a period and based on managers discretion. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: The BSA & Fraud Analyst II is responsible for safeguarding the credit union staff, management, volunteers, and membership from illicit activities by conducting in-depth monitoring, investigation, and analysis of financial transactions to detect and prevent fraud, money laundering, and other financial crimes. This role ensures adherence to critical regulatory requirements including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), and the Patriot Act, The analyst also ensures compliance with the National Automated Clearing House Association (NACHA) operating rules, as well as guidelines related to Member Due Diligence (MDD) and Member Identification Program (MIP) regulations and guidelines. Additionally, the role involves providing training and support to staff. Primary Job Duties: Assumes responsibility for assisting in implementing, maintaining, and monitoring the credit union's Bank Secrecy Act compliance program to ensure conformity and adherence with all applicable state and federal laws and regulations. Performs quality controls reviews and monitoring pertaining to the BSA, AML, OFAC, MDD, and MI compliance using industry standard and regulatory guidance. Research, analyze, and investigate member account behavior for potential suspicious activity and/or money laundering; track trends and detect unusual activity or behavior; monitor large currency activity and transactions. Review branch currency transaction report (CTR), negotiable instruments, update Monetary Instrument Logs and e-file to FinCEN in a timely matter. Review changes in account balances, cash structuring in deposits, loans payments, certificate of deposit purchases, wire and ACH processing - determine if transactions are suspicious in nature. Conduct comprehensive, in-depth investigations into suspicious activity and fraud referrals, analyzing complex accounts and transaction patterns to detect and disrupt financial crime. Upon reviewing unusual activities, determine if suspicious activity report (SAR) should be filed with the Financial Crimes Enforcement Network (FinCEN). Compile data, create narrative and file SAR within regulatory time frame, maintain proper records and files to ensure efficient and consistent reporting of all suspicious investigations. Create a monthly Board of Directors SAR report and act as back up for BSA Fraud Manager. Assumes responsibility for management of the dormant accounts and escheatment of abandoned member property. Identify high risk members and accounts at account opening and risk rates as appropriate. Recognize and escalate high risk suspicious activity to BSA & Fraud Manager. Assists BSA & Fraud Manager with FISOA Alerts, Access Cards, and research. Responsible for forwarding FISOA Alerts to an established FISOA list of employees within the credit union. Responsible for creating an access card for new employees. Access level is set according to job description. A card is removed from the system due to damaged, lost, stolen or termination of employment. Any damaged, lost, or stolen are reissued a new card. This duty was given back to Security. Education/Certification: Certified Bank Secrecy Act Professional (CBSAP) required, or ability to earn within 18 months. Associate degree preferred High School Diploma required Experience Required: Three-year financial institution experience Member Service Experience or Teller experience highly preferred but not required Required knowledge, skills and abilities: Knowledge of BSA compliance Knowledge of other related rules and regulations Knowledge of BSA automated monitoring software Knowledge of financial institution core system software Knowledge of credit union policies/procedures Moderate to high level of skills in the use of Word & Excel Must maintain knowledge of the rules and regulations for BSA, USA Patriot Act, and OFAC, and NACHA) regulations and rules. Ability to maintain a high degree of integrity and confidentiality Excellent oral, written and presentation skills Strong critical thinking skills Ability to multi-task with consistent accuracy Excellent analytical skills Interpersonal skills and ability to work well with members/staff To apply for this exciting opportunity, visit our careers page at ************************** Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. 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.
    $38k-58k yearly est. Auto-Apply 21d ago
  • Manager, Loss Mitigation

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    Oversee all Credit Union collection activities, ensuring workflows align with departmental goals and comply with policies and applicable laws (including bankruptcy and FDCPA, UCC and other governing acts). Coordinates with third parties (attorneys, repossession agencies, insurance agents, and realtors) to mitigate risk and loss. Fosters a positive, growth-oriented team culture and shares loss mitigation expertise across departments. Collaborate with internal partners-including Mortgage, Loan Servicing, Lending, Contact Center, Portfolio Analytics and Branch Operations-to support members' loan needs. Requirements Main responsibilities: Hire, develop and lead the Loss Mitigation staff to ensure proper and timely processing of all collection transactions, making certain that members receive a high quality of service in harmony with the Credit Union's core purpose of being “Our Members' Trusted Partner for Financial Success”. Write and develop job descriptions as the department continues to grow to ensure the structure of the department is aligned to the organizational goals. Manage the loss mitigation function to minimize financial loss and legal/compliance risk to the Credit Union while maximizing assistance to members experiencing financial difficulty. Analyze and develop appropriate recommendations for workflows, loan restructuring, foreclosure, fraud, repossession and charge-offs. Coordinate solutions for recovery with the asset recovery manager. Assist with marketing of foreclosed property and approve repossession of vehicles. Prepare annual tax-reporting documents regarding charge-offs (that is, issue IRS Form 1099Cs as appropriate). Work closely with legal counsel on pursuing debtors. Participate in mediations and arbitrations and testify in court when required. Monitor, review and report collection activity performed on all delinquent loans, credit cards, overdrawn deposit accounts and returned checks. Oversee the administration of the Courtesy Pay program, including repayment plans. Prepare monthly reporting regarding delinquency trends, changes to strategy, and team member KPI's for submission to the VP of Special assets. Administer and monitor the collection system software AKUVO to ensure efficient and effective collection processes. Analyze and work with portfolio analytics to understand data being imported and to develop effective technical enhancements. Analyze, develop and recommend effective loss mitigation enhancements to increase service efficiency and effectiveness. Ensure compliance of documentation retention guidelines and storage for all collection files. Communicate effectively with senior management, staff, loan officers, peers and executive leadership team. Review and approves hardship requests from members experiencing financial challenges. Facilitate workout packets that are higher than the managers approval threshold, providing background and recommendations for each case. Prepare loan modifications. Oversee processing of garnishments (from all states' agencies and from private parties) and IRS tax levies; understand different processing requirements for different garnishments and levies. Provide superior member experience by fostering a department where Loss Mitigation reps: · Actively listen to and assess the needs of the members · Explain the features and benefits of targeted products and services · Offer targeted solutions to meet the members' needs Ensure proper reporting of loan-related information to third parties (including credit reporting agencies). Ensure accurate development and monitoring of department budget. Collect empirical data to help gauge the volume of the department's work, which should help ensure employees have the proper tools and resources to successfully perform the requirements of their job. Create development tools to help team members improve their performance and efficiency as it aligns with the credit unions goals. Performs other duties as assigned. Required Skills/Abilities: Possesses superior interpersonal skills. Demonstrates daily the Credit Union's commitment to maintaining a close and caring touch with its members. Able to handle difficult situations and people in a positive and professional manner. Possesses strong leadership skills. Consistently sets a good example and serves as a positive role model to others. Function well within departmental and cross-functional teams. Able to work proactively with team members in developing and achieving a common goal. Demonstrates willingness and ability to train others effectively. Able to supervise and train employees, to include organizing, prioritizing and scheduling work assignments. Able to review real estate appraisals and credit reports and detect possible errors. Exhibits exceptional problem-solving skills; identifies and resolves problems in a timely manner and gathers/analyzes information skillfully. Demonstrates excellent organizational and time management skills; able to handle/prioritize multiple tasks and projects and meet departmental deadlines. Possesses superior verbal and written communication skills. Able to explain collection and/or lending-related topics to others clearly and succinctly. Knowledge: Exceptional understanding of applicable laws, including the Fair Debt Collections Practices Act, the Fair Credit Reporting Act, the Telephone Consumer Protection Act, the UCC, and bankruptcy proceedings, as well as understanding how lawsuits and judgements operate in different states and how to domesticate judgments. Thorough knowledge of Sunward loan policies. Thorough knowledge of Credit Union products and services, features, and benefits. Advanced proficiency with personal computer applications (e.g., Microsoft Office applications, the Internet and artificial intelligence) demonstrates the ability to learn and effectively utilize multiple software systems, including third party collection software. Education and Experience: Minimum six years' collection experience in mortgages, consumer loans and credit cards. Minimum three years' experience in a supervisory or team lead role. Associate's degree or completion of a specialized course of study in business or related field, or equivalent experience. Bachelor's degree preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 20 pounds at times. Salary Description $80,699.20-$100,874.00 (Depending on Experience)
    $80.7k-100.9k yearly 8d ago
  • Private Client Banker- Route 66 and Coors Blvd-Albuquerque, NM

    Jpmorganchase 4.8company rating

    Albuquerque, NM job

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $49k-96k yearly est. Auto-Apply 28d ago
  • Asset Recovery Specialist 1

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    Job Scope: The Asset Recovery Specialist 1 supports post-charge-off recovery efforts by learning to evaluate charged-off loans for collectability, contacting borrowers under guidance to explore repayment options, and assisting with vendor relationships with third-party collection agencies. The role gains experience with skip tracing, reconciliation of recovery payments, levy processing, and vendor oversight tasks. Working closely with more experienced team members and following established procedures, this position helps advance the credit union's loss recovery and compliance strategies by contributing to recovery efforts while developing professionalism and understanding of regulatory requirements. Essential Functions Learn to process charged-off loans in accordance with credit union policy and regulatory requirements under guidance. Assist in reviewing loan history, collateral status, and borrower financials to begin assessing collectability. Accurately document charge-off decisions and complete loan system updates as directed. Support the processing and maintenance of accurate records for IRS Form 1099-C filings in compliance with applicable laws and regulations. Under supervision, initiate contact with borrowers after charge-off to discuss repayment, settlement, or workout options following established scripts and policies. Assist with negotiating and documenting settlements and repayment terms on consumer secured loans, unsecured loans, and credit cards within delegated authority. Practice handling sensitive conversations with professionalism and empathy while learning to protect the credit union's interests. Maintain accurate records of all member interactions and payment agreements in the system of record. Support the assignment of charged-off accounts to third-party collection agencies based on strategy and collectability as directed. Help monitor and evaluate performance of collection vendors, including recovery rates and compliance, and learn to escalate issues appropriately. Assist experienced staff in coordinating with agencies, audits, and escalations. Conduct skip tracing using approved tools and databases to locate borrowers or verify information with guidance. Assist in researching deceased, bankrupt, or out-of-contact borrowers for additional recovery options. Help monitor and reconcile recovery payments from members or third-party agencies. Ensure accurate application of recoveries to the appropriate loan accounts as trained. Prepare or assist with monthly reporting of post-charge-off collections, settlements, and agency activity. Learn to review and process Tax Levies and Child Support Bank Levies in compliance with applicable laws and regulations under guidance. Maintain detailed documentation of levy requests, actions taken, and funds remitted. Support communication with members and applicable government agencies regarding levy status and requirements. Follow policies and procedures to ensure all collection, levy, and recovery activities comply with FDCPA, UDAAP, UCC, and internal policy. Maintain detailed and organized records of collection efforts, levies, and payments. Support internal and external audits with necessary documentation and explanations. Perform other duties as assigned by management. Requirements Qualifications: Experience and Education Minimum 2 years of related experience in collections, charge-off recovery, skip tracing, or a similar financial services environment. Associate's degree in business or a related field OR an equivalent combination of education, coursework, certification, and related work experience providing foundational knowledge of collections or lending practices. Knowledge Foundational understanding of consumer lending, charge-off policies, levy processing, and recovery procedures, with willingness to build deeper expertise through training. Emerging familiarity with collection systems, vendor processes, or skip tracing platforms. Knowledge of MS Office (Excel, Word) and basic data reconciliation. Awareness of (or willingness to learn) legal collection processes and terminology, FDCPA, UCC, levy regulations, and consumer protection laws. Bilingual skills (English/Spanish) a plus. Skills/Abilities Developing skills in negotiation and conflict resolution, with openness to feedback. Ability to follow legal and regulatory compliance procedures accurately. Emerging ability to support vendor oversight and relationship management tasks under guidance. Analytical thinking and attention to detail when processing, reconciling, or documenting information. Effective time management and follow-through on assigned tasks. Professional communication with members, vendors, and team members; respectful and empathetic approach to sensitive situations. Physical Requirements/Work Environment This position is performed primarily in a professional office environment with extended periods of sitting at a desk, working on a computer, and using standard office equipment such as phones, copiers, and printers. Regular use of keyboard, mouse, and other data entry tools is required; ability to view and interpret data on screens for extended periods. Work is generally performed during standard business hours; however, the position may occasionally require evening hours to complete outbound member contacts, coordinate with vendors, or handle urgent levy processing. The role operates under a hybrid or in-office schedule based on business needs and may require flexibility in reporting location. Minimal lifting (up to 10 pounds) of files or office supplies may be required. Noise levels are typically moderate and consistent with a standard office environment. Salary Description $23.04-$28.80 (Depending on Experience)
    $35k-45k yearly est. 41d ago
  • Equity Intern- Summer 2026

    Thornburg Investment Management 4.3company rating

    Santa Fe, NM job

    Requirements Bachelor's degree required; MBA students or CFA candidates preferred. Ideally 2+ years of experience with financial markets. Language skills or international experience are highly valued. Must be authorized to work in the U.S. Your Traits: Self-motivated with strong time management abilities. Intellectually curious, with a desire to learn about new business and industries. Flexible and action-oriented in dynamic situations. Thrives in a collaborative team environment, exchanging ideas to enhance investment strategies and outcomes for our clients. Why Santa Fe? Located in stunning Santa Fe, New Mexico - our state's capital and one of the oldest cities in the U.S., founded in 1610 - this role offers a unique cultural experience. Known as "The City Different," Santa Fe captures hearts and minds with its museums, renowned restaurants, theater, opera, and signature adobe-style architecture. With over 300 sunny days per year, it's a paradise for outdoor enthusiasts. Surrounded by a picturesque landscape, Santa Fe offers skilling, hiking, and endless opportunities for exploration in "The Land of Enchantment," attracting visitors from around the world. How to Apply: If you're ready to expand your career with hands-on experience and are inspired by global investment, submit your resume by December 31, 2025. Join us in Santa Fe this summer and see how Thornburg's global perspective can elevate your understanding of equity investments! All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $95k-130k yearly est. 14d ago
  • Universal Banker (30-35 hours per week)

    Sunflower Bank, N.A 4.3company rating

    Albuquerque, NM job

    Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Albuquerque Jefferson branch! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is a plus but not required- WILL TRAIN! Excellent Benefits, PTO, Incentive Pay, and company perks! This full-time position works 30-35 hours per week. Description: The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers. If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you! Responsibilities: Perform full service banking with a primary focus on service and sales to new and existing customers within the branch. Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services. Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits. Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets. Provide information to customers regarding promotions, contests, and new account options. Education / Experience Preferred: High School Diploma or equivalent. An equivalent combination of education and experienced may meet qualifications. Pay is dependent on knowledge, skills, abilities, experience and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and 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 a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:
    $30k-34k yearly est. 10d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Albuquerque, NM job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $49k-82k yearly est. 15d ago
  • Entry Level Proprietary Trader Positions

    T3 Trading Group 3.7company rating

    Roswell, NM job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Financial Services Consultant 1

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties * Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing * Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records. * Balances cash drawers at the beginning and end of shifts to ensure accuracy * Balances cash drawer and other transactions correctly and according to standard operating procedures * Issues cashier's checks, money orders, and bank drafts * Verifies and reconcile daily transactions to maintain accurate records * Proactively educates members of our products and services Member Service Duties: * Resolves any issues and problems faced by members, providing timely and regular updates. * Maintains a high level of professionalism and confidentiality in all member interactions. * Assists members with the following: * Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. * Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. * Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. * Loans: Credit card, loans, and bill payments * Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations. * IRA and Fiduciary transactions * Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. * Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. * Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. * Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. * Performs other duties as assigned. Financial Sales Duties: * Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. * Engages with members to understand their financial situations and short-term and long-term financial objectives. * Performs consultative selling to offer personalized products to members to help them achieve their financial goals. * Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. * Promotes financial products and services that are suitable for members based on their needs. * Identifies opportunities for account and membership growth and cross-selling additional products or services. * Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: * Excellent interpersonal and communication skills * Excellent organizational skills and attention to detail. * Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. * Strong verbal/written communication skills * Adaptability and willingness to learn new skills and technologies * Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: * Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: * Minimum one year experience in financial industry or consultative sales role or related experience * Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times. Salary Description $20-$22 (Depending on Experience)
    $23k-30k yearly est. 7d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Santa Fe, NM job

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 22d ago
  • Equity Intern- Summer 2026

    Thornburg Investment Management 4.3company rating

    Santa Fe, NM job

    Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Important Dates: Accepting Resumes: 10/15/2025 - 12/31/2025 Interviews Conducted: 10/20/2025 - 01/31/2026 Offers Extended: 02/02/2026 - 02/13/2026 Target Internship Duration: 06/08/2026 - 08/14/2026 About the Role: Are you passionate about financial markets and driven to explore global investment landscapes? Thornburg is looking for a motivated Summer Intern to join our team! This is an exciting opportunity for individuals eager to dive into investment analysis, collaborate with experts, and grow their understanding of international markets. What You'll Do: As a Summer Intern, you'll contribute to our team's investment goals by: Conducting in-depth research and analysis on individual securities for potential inclusion in Thornburg's portfolios. Building and updating earning models, applying your skills in accounting, finance, and economics. Monitoring security movements and interpreting macroeconomic news and company-specific developments that may impact long-term share price performance. Gaining exposure to global markets industries, refining your international finance expertise and broadening your generalist capabilities. Requirements Bachelor's degree required; MBA students or CFA candidates preferred. Ideally 2+ years of experience with financial markets. Language skills or international experience are highly valued. Must be authorized to work in the U.S. Your Traits: Self-motivated with strong time management abilities. Intellectually curious, with a desire to learn about new business and industries. Flexible and action-oriented in dynamic situations. Thrives in a collaborative team environment, exchanging ideas to enhance investment strategies and outcomes for our clients. Why Santa Fe? Located in stunning Santa Fe, New Mexico - our state's capital and one of the oldest cities in the U.S., founded in 1610 - this role offers a unique cultural experience. Known as "The City Different," Santa Fe captures hearts and minds with its museums, renowned restaurants, theater, opera, and signature adobe-style architecture. With over 300 sunny days per year, it's a paradise for outdoor enthusiasts. Surrounded by a picturesque landscape, Santa Fe offers skilling, hiking, and endless opportunities for exploration in "The Land of Enchantment," attracting visitors from around the world. How to Apply: If you're ready to expand your career with hands-on experience and are inspired by global investment, submit your resume by December 31, 2025. Join us in Santa Fe this summer and see how Thornburg's global perspective can elevate your understanding of equity investments! All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $95k-130k yearly est. 12d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Albuquerque, NM job

    Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-82k yearly est. 60d+ ago
  • Teller

    Nusenda Credit Union 4.0company rating

    Albuquerque, NM job

    Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Part-Time Teller to join our Ladera Branch who can work Flat 30 hours per week with open availability and flexibility, Monday-Saturday. If you are looking for an opportunity to join our team, our Teller role might be right for you. As a Teller at Nusenda, you are the member's first point of contact. You will be a trusted financial resource to existing and potential members by assisting with routine financial transactions at an exceptional service level. You will use a consultative approach to evaluate, educate, and fulfill member financial needs, referring members to specialized departments when necessary. What you'll do: Processes member financial transactions in accordance with established policies, procedures, laws, and regulations, with a high degree of accuracy. Financial transactions include, but are not limited to, cash, negotiable instruments, account transfers, and loan/credit card payments. Assists members by assessing needs and educating on available products utilizing a needs-based sales approach and refers members to specialized departments as needed. Assist in a variety of tasks to ensure efficient office operations including opening and closing procedures. Operate as a vault teller and is responsible for vault cash duties including cash ordering. Assist management with training and development of new and existing tellers. What you'll need: One to three years of similar or related experience. Previous banking experience preferred. Equivalent to a high school education. Key skills and experience: Advance knowledge of service delivery operations. Accuracy in numbers, procedural detail, processing and balancing negotiable instruments. Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. Ability to adapt quickly to change and proactively communicate. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. 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.
    $26k-31k yearly est. 10d ago
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Santa Fe, NM job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago

Learn more about HTLF jobs

Most common locations at HTLF