Home Bank jobs in Lafayette, LA - 17216 jobs

The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company. #J-18808-Ljbffr

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.

Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr

Seeking Physical Therapist to be responsible for supervising, on a day-to-day basis, assigned therapists (occupational, physical, and speech) and support staff to ensure optimal delivery of patient care, effective management administration and appropriate intra- and inter-departmental relations. Areas of responsibility include both non-hospital based, and hospital-based rehabilitation services provided, including both outpatient and inpatient care inpatient Swing Bed rehabilitation. Participates with the VP of Operations to develop and implement short- and long-term plans designed to guarantee continued growth and development of the department. Participates with the VP of Operations in developing and preparing the fiscal budget and other projects related to the Rehabilitation Services Department. Helps develop and implement plans to guarantee growth and development of department by: Assisting the Vice President to develop and implement short- and long-term goals and objectives designed to guarantee the continued growth and development of the department. Providing input to the Vice President to develop and recommend the fiscal budget and assisting to administer the budget to meet agreed-upon goals and objectives. Developing and recommending to the Vice President, policies and procedures pertaining to areas of responsibility. Developing, monitoring, compiling and reporting to the Vice President statistics and data reflecting productivity, quality improvement, expenses and revenue associated with the operation of assigned areas. Assuming administrative responsibility of the department in the absence of the Vice President. Ensuring effective day-to-day operations in areas of responsibility, including coverage and treatment to patients referred to area of responsibility. Identifying equipment needs and making recommendations for additional equipment. Ensuring compliance with documentation, and billing guidelines and requirements of third-party payors. Assisting team, when needed by providing direct patient care. Supervises Therapists and support staff to ensure optimal delivery of patient care by: Recruiting, interviewing, hiring, orienting, training, assigning work to, evaluating performance and, when necessary, recommending the discipline or discharge of subordinate team members. Assisting the staff in the development and implementation of protocols for specialized clinical programs and patient populations, while ensuring that the care provided is of the highest quality. Interpreting, enforcing and supporting Hospital policies, procedures, protocols. Completing annual reviews of all associates within designated departments. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: Communicating formally through discipline, team and program meetings; and informally on a continual basis to ensure that staff is well informed, held accountable for the completion of daily operational, and is afforded ready access to have questions and concerns addressed. Completing other job-related assignments and special projects as directed. Education and Experience The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a bachelor's, master's, or doctorate degree required for area of clinical practice; an additional credential in business is preferred. Requires license or certification for practice in Indiana. Three to five years of experience in clinical practice, with relevant supervisory/management experience preferred.

Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr

PLEASE READ: This role is NOT REMOTE. Responsible for managing and facilitating process improvement initiatives that drive measurable outcomes in clinical, operational, business, and regulatory domains. The Leader acts as a strategic partner and change agent at the hospital level, leading through influence, collaboration, and data-driven decision making. This role trains and supports others in process improvement methodologies to build sustainable capability at Elkhart General Hospital while contributing to systemwide projects as directed. Education and Experience Bachelor's degree required, Industrial Engineering or similar field preferred. 1 to 3 years of experience in process improvement in a healthcare system; 1 to 3 years of operations experience preferred. Demonstrated experience using the following: value stream analysis and/or value stream mapping, problem solving methodologies (e.g. A3 thinking, PDSA, DMAIC), control charts, and an understanding of Cp/Cpk. Licensure/Certification Lean Six Sigma certification preferred. Ongoing professional development in process improvement expected (training, workshops, professional associations).

The System Director of Process Improvement reports to the VP Process Improvement. Responsible for managing and coordinating continuous performance improvement efforts to achieve “One Beacon” operational excellence. Drives large-scale, cross-functional strategic initiatives to improve operational, clinical, and business outcomes. Directs the utilization of Lean/Six Sigma methodologies to address operational, business, and clinical effectiveness, reduce process variation, and sustain improvements across the enterprise. Acts as a change agent with a focus on working with operational and clinical leaders to document, track, and maintain the impact of process improvement solutions. MISSION, VALUES, and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Responsibilities Directs and coordinates continuous improvement efforts to achieve Beacon's operational, business, and clinical excellence strategy by: Partnering with key stakeholders to identify, select, and prioritize opportunities for reducing inefficiencies, streamlining processes, and building standardization. Manages the scope of projects to assure connection with clinical strategies and speed of change. Evaluating existing processes and tools across the entire enterprise to identify areas for innovation or improvement. Promoting the use of data and metrics for identifying improvement opportunities and problem-solving activities. Collaborating with cross-functional teams to implement Lean/Six Sigma-driven process improvement initiatives to enhance key outcomes. Supporting leadership throughout the enterprise in promoting Lean/Six Sigma philosophy through training, coaching, and utilization of industry best practices. Build systems of accountability to sustain results from improvement initiatives. Directs the utilization of Lean/Six Sigma methodologies to address organizational effectiveness, reduce process variation and sustain improvements across the enterprise. Analyzes data to identify root causes and develop action plans to enhance prioritized outcomes by: Ensuring improvement methodologies and approaches are appropriately applied and that effective metrics are being utilized. Identifies clearly defined metrics that are critical to the success of each key initiative. Facilitating advanced problem-solving and analysis of specific improvement opportunities leading to the implementation of effective, sustainable solutions. Prioritizing standardization and sustainment of process improvement results across multiple clinical, operational and business units. Developing tools and strategies for training, education, and knowledge transfer to embed performance improvement throughout the enterprise. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the organization by: Acting as a resource to other leaders and associates to address day-to-day issues relating to safety, quality, and operational outcomes, value maximization, waste reduction, and associate/physician engagement. Participating in Beacon committees as designated. Completing other job-related assignments and special projects as directed. Use of existing and future technologies to align and standardize key process improvement initiatives throughout the enterprise. Pursuing innovative approaches to organizational process improvement, including AI, automation of dashboard reporting, and other future technologies. Leadership Competencies Drives Results - Consistently achieving results, even under tough circumstances. Customer Focus - Building strong customer relationships and delivering customer-centric solutions. Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department-specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout the fiscal year. Maintains license/certification in good standing throughout the fiscal year. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process, and compliance. Complies with established organization and department policies. Available to work overtime when required. Education and Experience The knowledge, skills and abilities as indicated below are normally acquire through the successful completion of a bachelor's degree in a healthcare or process improvement related field. Master's degree preferred. Black Belt and LEAN certification strongly recommended. A minimum of 7-10 years of job-related experience leading large-scale, cross-functional performance improvement initiatives with the utilization of Lean/Six Sigma philosophies, tools and techniques. Knowledge & Skills Proven track record of successfully delivering and sustaining performance-related results through the application of process improvement methodologies and effective change management. Ability to synthesize, simplify, and standardize complex concepts/processes and connect solutions across the clinical enterprise. Expert competencies in the Lean/Six Sigma tools with demonstrated proficiencies. Strong analytical, quantitative and problem-solving skills with proven ability to establish and monitor project metrics. Experience in training and coaching cross-functional leaders in A3, Rapid Improvement Events in large, complex healthcare organizations. Flexible, resilient and able to achieve results in a team-oriented environment. High levels of proven collaboration is required. Strong facilitator with excellent organizational and interpersonal skills. Demonstrates well-developed communication skills (both verbal and written). Emotional intelligence to navigate across multiple stakeholder groups to maximize collaboration and cross-functional team success. Requires the ability to prioritize and to handle a multitude of assignments at one time. Working Conditions Works in an office environment. This is not a remote position. May be required to travel to off-site locations. Physical Demands Requires the physical ability and stamina to perform the essential duties of the position.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr

We are assisting a well-established, award-winning commercial construction firm based in Houston, Texas is seeking an experienced Project Manager to join its growing team. The company is widely recognized for delivering high-quality commercial projects across healthcare, corporate interiors, industrial, education, and mixed-use sectors. The firm has earned industry recognition for: Excellence in project delivery and client satisfaction A strong safety culture and operational discipline Leadership and growth within the Texas construction market High levels of repeat and negotiated work The organization maintains a collaborative, performance-driven culture with a long-term focus on employee development and client relationships. Position Summary The Project Manager is responsible for leading commercial construction projects from preconstruction through closeout. This individual oversees project scope, schedule, budget, subcontractor coordination, and client communication while ensuring projects are delivered safely, on time, and within budget. Key Responsibilities Manage all phases of commercial construction projects, including preconstruction, procurement, execution, and closeout Develop and maintain detailed project schedules, budgets, and cost forecasts Lead subcontractor buyout, contract administration, and change management Coordinate with owners, architects, engineers, and internal project teams Ensure compliance with safety standards, quality control requirements, and company procedures Oversee RFIs, submittals, pay applications, and project closeout documentation Provide leadership and mentorship to project engineers and assistant project managers Proactively identify risks and implement solutions to maintain project performance and client satisfaction Qualifications Minimum of 3 years of experience as a Project Manager in commercial construction Must show an extensive project list with various jobs built as a commercial PM. Demonstrated success managing projects ranging from $10M to $50M+ Strong knowledge of construction means and methods Experience using construction management software such as Procore, MS Project, Primavera, or similar platforms Excellent leadership, communication, and organizational skills Ability to manage multiple stakeholders in a fast-paced project environment Bachelor's degree in Construction Management, Engineering, or a related field preferred Compensation & Benefits Competitive base salary with performance-based bonus potential Vehicle allowance or company vehicle Comprehensive benefits package including medical, dental, vision, and 401(k) Paid time off and company holidays Long-term career advancement opportunities with a respected, stable contractor Opportunity to work on high-profile, award-winning commercial projects throughout Houston and Texas

To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. Responsibilities Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist in training and onboarding n Qualifications Self-motivated, results driven, team player with strong ability to collaborate with others Experience in an administrative support capacity, preferably in customer service or financial services Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Familiarity with investment products, services, processes, requirements, and systems Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced customer service and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal and external members/customers Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact Ability to interpret and explain regulations, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective verbal and written communication skills Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Working knowledge of Navy Federal/NFIS products and services Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence. Responsibilities Analyze referred loans for areas of concern and determine proper course of action (e.g., obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g., verifications of employment, assets, income and liabilities, appraisal reports, Navy Federal and investor requirements, etc.) Maintain contact with the member, Realtor and/or seller during the entire loan process Monitor mortgage loan process and ensure compliance with Federal laws, as well as Navy Federal, NCUA and secondary market practices, guidelines, and regulations Remain available to members and/or their real estate agents during scheduled evening hours after assigned workdays and during scheduled hours on assigned days off (e.g., weekends) Request and obtain documentation needed and forward to Mortgage Processor Respond to inquiries about mortgage applications, processing status, problems, and concerns Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events Take first mortgage loan applications via face-to-face interview, mail, and telephone Resolve or arrange for resolution of operational/processing issues, inquiries, and complaints Respond to inquiries and resolve any issues concerning the processing of applications Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required Perform other duties as assigned Qualifications Ability to work effectively and efficiently with automated systems Familiarity with accounting, credit, and/or lending principles and techniques Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution Exposure to lending application and approval process Familiarity with mortgage lending concepts and principles Familiarity with banking/financial industry standards and practices Effective database and presentation software skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill speaking and/or presenting in front of groups in a professional setting Effective word processing and spreadsheet software skills Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks Desired Qualifications: Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs Hours: Available Monday - Friday, 8:00AM - 4:30PM or 8:30AM - 5:00PM Location: Must reside within reasonable commuting distance to 3300 Olympus Blvd, 5th Floor, Coppell, TX 75019 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Must Have Technical/Functional Skills: Functional Expertise: Deep understanding of Oracle EBS modules like Oracle Financials (GL, AP, AR), Supply Chain (PO, INV, OM), and Projects (PA). Technical Skills: Strong grasp of business processes across finance, manufacturing, procurement, HR, and logistics. Strategic Thinking: Ability to align technical solutions with business objectives and operational requirements. Integration and Customization: Proficiency in designing customization strategies using Oracle Application Framework (OAF), Oracle Forms, PL/SQL, and ensuring seamless integration using APIs, Web Services, and middleware like Oracle SOA Suite. Performance and Scalability: Knowledge of performance tuning and scalability planning to ensure the architecture supports high availability and performance optimization. Roles & Responsibilities: Implementation of security best practices and compliance with regulatory standards (e.g., SOX, GDPR). Planning and execution of Oracle EBS upgrades, patches, and version migrations, including data migration Salary Range: $80,000-$110,000 a year #LI-CM2

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

A Fraud Analyst will investigate forgery and theft within customers' accounts and transactions on behalf the Bank. Track and monitor all of the Bank's transactions and activity that comes through the customers' accounts. The monitoring includes debit transactions and disputes, check fraud, ACH and wire activity. This position performs various quality control reviews and monitoring pertaining to the overall compliance with all related bank regulations. Principal Accountabilities Responsible for researching criminal fraud methods and tools, tracking financial data, creating reports, identifying and investigating possible fraudulent activities, and developing techniques and tools useful in the prevention of fraud. Responsible for adhering to all Bank policies and procedures including to BSA, OFAC, CIP, and related acts, and participation in ongoing related training. Represent the Bank to both internal and external contacts in a courteous, professional manner in face-to-face, written and telephone communications. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events. Duties Process the day to day consumer disputes for unauthorized debit transactions. Process all charge back transactions timely. Provide back up for legal document processing and BSA transactional monitoring. Perform customer and transaction analytics to identify potential fraud trends. Participate in on-going training to stay abreast of new fraud trends, risks and procedures. Other duties as assigned Qualifications & Skills Three years general banking or regulatory agency experience, with an emphasis in compliance and/or operations. College degree or equivalent banking experience desired. High School diploma or GED is required. Basic knowledge of Bank administration, lending and operations products and services, related state and federal laws and regulations and other Bank operational policies and procedures. Ability to proactively identify and assess potential concerns and risk. Comprehensive understating of general banking compliance regulations and laws. Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint) Ability to demonstrate strong interpersonal skills and communicative skills as well as effective written and verbal communication. Must be highly organized, self-starter and adaptable to change. Must possess exceptional organization, time management and follow-up skills. Core Competencies Problem Solving Decision Making and Judgment Written Communication Analytical Thinking Risk Assessment Stress Management Physical Requirements Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA) Physical Demand: Percentage of Time: Communicate with regulators, vendors, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others. 90-100% Able to verify authenticity of forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility. 90-100% Able to grasp, move and sort forms and papers. 90-100% Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone 90-100% Able to remain stationary at a desk for long periods of time 75-100% Regularly move about the office to access file cabinets, storage drawers and various office equipment 75-100% Occasionally position self to reach heights between floor and 6' Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer. #LI-DNI

PURPOSE OF THE JOB This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure the bank maintains a high level of customer satisfaction. The Universal Banker I position responsibilities include teller operations and some basic maintenance requests for deposit accounts. MAIN DUTIES OF THE JOB Promptly and accurately handles lobby, drive-thru, night deposit, or bank-by-mail customer transactions, according to Home Bank's policies and procedures Cash handling, including but not limited to, counting, verifying, and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment Assists with daily Vault duties, as needed, and may operate as vault custodian Process daily teller work ensuring debits and credits balance in accordance with established policies and guidelines Provide comprehensive, prompt, and efficient customer service in all transactions per policy and procedure Engage in conversations with customers to build relationships, determine financial needs and make recommendations Contribute to banking center success by achieving assigned branch and line of business referral goals Maintains a working knowledge of deposit and lending products and services offered by the bank with the ability to utilize systems in place for performing maintenance on deposit accounts, and enrolling customers in various services Clear and effective verbal, written and interpersonal communication skills, with the ability to carry out instructions and speak clearly to customers and employees Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision Operate as a mentor for newly hired/promoted team members in support of our Home Bank values Use good judgment, remain aware of potential fraud, and be discreet with confidential information Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment Perform other duties as required or assigned by leadership WHAT WILL YOU NEED TO SUCCEED High School diploma or equivalent General cash handling, sales and customer service experience; previous banking experience preferred. Good analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation Ability to work expected Banking Center hours of operation, including Saturday (based on Market and location). Travel may be required. HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT