Investment banker jobs in Chandler, AZ - 258 jobs

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

Who We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager. Learn more about our vision, our product, and how we are changing how people live, work, and move: Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator. The Role As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders. The Requirements While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position. Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave. Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders. Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents. Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow. Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes. Locations We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants. Benefits & Perks 🏥 Benefits Package - Options for medical, dental, and vision coverage.🥚 Family Planning Benefits - Support for family planning resources and services.🐣 Parental Leave - Up to 12 weeks paid time off for qualifying events.🏦 401K Savings Plan - Retirement savings plan available to employees.🖥️ Work From Home Stipend - Up to $500 for equipment paid by the company.🌎 Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass). Remote employees only. 🚲 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).🛴 Car-Free Commuter Benefit - $200 per month, paid by Culdesac. Tempe employees only. 🏡 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property. Our Values As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together. At Culdesac, we: Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations. Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end. Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve. Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules. Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space. Next Steps If you think Culdesac might be a good fit, we encourage you to apply! Here's our typical hiring process: 1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them. We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you! Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level. About our Public Finance Group We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here. We are seeking a Public Finance Investment Banking Intern to join the Hospitality team in Phoenix, AZ. About the Sector The Hospitality Finance Group is a team of bankers and analysts dedicated to providing uniquely tailored strategies to assist clients in raising capital for their hospitality-related needs, including new development, redevelopment, refi, recap, acquisition, economic development support and enterprise level projects. Piper Sandler is the only investment banking firm with a group dedicated to this sector that serves our clients' needs in both the conventional debt and equity and the taxable/tax-exempt bond capital markets. The Hospitality Finance Group at Piper has been the leader in this market over the last twenty-eight years, having successfully completed over $20-billion and 60,000-rooms for our hospitality clients nationwide. About the Role Our Public Finance Investment Banking Intern-Analyst offers an opportunity to provide extensive analytical and quantitative support as well as other transaction support to assist senior bankers in providing investment banking services to our clients. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of financial aptitude and will thrive in a fast-paced, highly collaborative team. Please note that this is a full-time (40 hours/week) internship. It is intended to become a full-time Analyst role soon after completion of the internship period. Consideration for a full-time position is dependent upon performance. Responsibilities Developing comprehensive and dynamic quantitative financial models to structure and optimize public, public-private and private transactions Preparing presentations and RFP/RFQ responses for proposals and new business development Prepare marketing materials for conventional debt and equity capital raising processes Preparing analyses on client capital structure, debt capacity and credit profile and researching issuer financial information using public and internal resources Monitoring and tracking of activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends Gathering and maintaining data and research on hospitality industry trends, supply and demand predictions and capital markets Interacting with internal and external financing team members in developing, executing and closing of transactions Assisting in the preparation of bond documents to include credit presentations and summaries, offering and placement memorandums, pricing materials, financing and legal documents, and closing instructions Qualifications Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. Piper Sandler seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. A successful candidate will possess the following characteristics: Minimum B.S. or B.A. with major(s) in finance, real estate, hospitality, business, or related fields is preferred 0-2 years of experience preferred. Experience in one or more of the following areas a plus: hospitality, real estate investment and underwriting; hospitality finance and underwriting; investment banking Proactive and analytical approach, ability to process information quickly and make sound decisions within firm time constraints Highly motivated, entrepreneurial mind-set with a high level of intellectual capacity, curiosity, integrity and eagerness to learn Ability to multi-task in a deadline-sensitive environment with strong attention to detail Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively and present ideas or positions in a clear and concise manner Advanced proficiency in Excel and other computer skills, able to utilize new systems or programs as necessary. Working knowledge of DBC Finance is not necessary but preferred Team-oriented, yet able to work independently to contribute towards the development and implementation of strategic initiatives As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting hourly range is $25-30 hourly for individuals expressing interest in this internship. Placement within this range is dependent upon level of experience, location and other factors. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. *LI-AH1

JobID: 210699758 JobSchedule: Full time JobShift: : If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities * Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades * Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation * Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports * Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires * Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) * Prioritize daily work, track progress for current work, and consistently meet deadlines * Maintain and foster team culture Required qualifications, capabilities, and skills * A valid and active Series 7 license * If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Alternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and their investors. Acting as primary fund accountant on multiple relationships, ensures all fund accounting functions are in completed in accordance with Generally Accepted Accounting Principles (GAAP). Records trade information, income/expense activity and applies valuation of securities in the portfolio accounting system. Enters and reconciles all investor contributions and withdrawals in the partnership accounting system. Allocates fund level profits to individual investors for preparation and distribution of investor statements. Reviews and coordinates fund expense analysis and expense processing. Prepares fund financial statements, audit and tax schedules. Basic Qualifications - Bachelor's degree in Accounting, Finance or a business-related field, or equivalent work experience - Five or more years of related experience, preferably in portfolio/partnership accounting, finance or portfolio management Preferred Skills/Experience - Thorough knowledge in accounting, reporting, and analysis - Ability to identify and resolve/escalate complex problems with minimal guidance - Ability to manage multiple tasks/projects and deadlines simultaneously - Effective interpersonal, verbal and written communication skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Job DescriptionDescriptionWe are hiring 2-3 traders for Seven Points Arizona office opening this year. Seven Points is excited to offer a unique opportunity to join our team of successful traders. We are looking for candidates who are hard working and dedicated to success, have a passion for finance and the markets, entrepreneurial, humble and willing to learn. Key ResponsibilitiesWe are very open to traders with various backgrounds/education, so long as the candidate can demonstrate knowledge of the markets and the ability and inclination to develop a robust approach to execution strategy.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: * Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies * Lead delivery teams that help clients build and manage customer relationships and maximize sales * Advise clients on ways to measure and improve their customer satisfaction and other business metrics * Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice * Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position * Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. * Resolve integration and interfacing issues between various back-end systems. * Optimize application performance and scalability. Qualification Here's what you'll need: * 4+ years of experience architecting CPQ solutions including capabilities such as: * Product modeling, configuration, and rules (CTO and ETO) * Guided configuration and selling * Pricing and discounting * Workflow and approvals * Quoting, document generation, and e-signature * Contracts, subscriptions, and renewals * Quote to order conversion * 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). * A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. * 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: * You have certifications in any of the following: * Oracle CPQ Cloud Certified Implementation Specialist * Salesforce CPQ Specialist * Salesforce Admin * Salesforce Developer * Conga CPQ Product Certification * Experience with cloud application architectures, data models, configuration, and customization * Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load * Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce * Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design * Expertise in working with other relevant CPQ packaged solutions * Firm understanding of web application design and analysis, design patterns, and object-oriented design * Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback * Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Locations

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

PHOENIX AZ Default: Location : City GILBERT The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. * Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands * Access to an automobile and ability to maintain a valid driver's license.

This position supports sales and service delivery to Bank associates and consumers in target markets. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Responsibilities * Sales - Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales practices that are aligned to create value for both the customer and the Bank. Appropriately partners, plans, and prepares to ensure conversations provide the relevant financial guidance needed to drive informed decisions. * Service Standards - Fosters collaborative partnerships that deliver value for customers, prospects, and colleagues. Initiates conversation to uncover sales or referral opportunities. Listens attentively and asks insightful questions to understand customer needs and preferences; and takes prompt actions to address immediate needs. Proactively seeks ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance. * Operations and Administration - Performs duties as assigned to ensure operational efficiency. Complies with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures. Completes required training by established deadlines. Qualifications Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales Preferred Skill(s): Application of a structured sales process, Provides financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Financial Analysis, Credit Underwriting , Financial Plan Conversations Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Primary City/State: Greeley, Colorado Department Name: Clinic Admin-Clinic Work Shift: Day Job Category: Revenue Cycle Estimated Pay Range: $18.02 - $27.03 / hour, based on location, education, & experience. In accordance with State Pay Transparency Rules. The future is full of possibilities. At Banner Health, we're excited about what the future holds for health care. That's why we're changing the industry to make the experience the best it can be. If you're ready to change lives, we want to hear from you. Great options and opportunities. We're certified as a Great Place To Work and are looking for professionals to help us make Banner Health the best place to work and receive care. Apply today! As a Patient Financial Services Representative with Banner's Specialty Clinics, you will be responsible for running insurance eligibility and benefits to determine amounts due, collecting payments, checking patients in and out, scheduling appointments, as well as other administrative duties as needed. This position will be assigned to various work locations throughout Northern Colorado. Schedules are determined approximately two weeks in advance. Locations: * Will float to various Banner Health's Specialty Clinics in Greeley, Loveland, and Fort Collins Schedule: * Monday through Friday from 8am to 5pm. * Schedule can change daily or weekly. If interested, apply today! At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care. POSITION SUMMARY This position coordinates a smooth patient flow process by answering phones, scheduling patient appointments, providing registration of patient and insurance information, obtaining required signatures following established processes, procedures and standards. This position also verifies insurance coverage, validates referrals and authorizations, collects patient liability and provides financial guidance to patients to maximize medical services reimbursement efforts. This also includes accurately posting patients at the point of service and releasing information in accordance with organizational and compliance policies and guidelines. CORE FUNCTIONS 1. Performs registration/check-in processes, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, obtaining necessary signatures and generating population health summary. 2. Verifies insurance eligibility benefits for services rendered with the payors and documents appropriately. Assists in obtaining or validating pre-certification, referrals, and authorizations 3. Calculates and collects patient liability according to verification of insurance benefits and expected reimbursement. Explains and provides financial policies and available resources for alternative payment arrangements to patients and their families. 4. Enters payments/charges for services rendered and performs daily payment/charge reconciliation in a timely and accurate manner. Balances cash drawer at the beginning and end of the day and prepares daily bank deposit with necessary paperwork sent to centralized billing for record purposes. 5. Schedules office visits and procedures within the medical practice(s) and external practices as necessary. Maximizes reimbursement by scheduling patients in accordance with payor plan provisions. Confirms patient appointments for the following day as necessary and ensures patients are properly prepared for visits. 6. Demonstrates proactive interpersonal communications skills while dealing with patient concerns through telephone calls, emails and in-person conversations. Optimizes patient flow by using effective customer service/communication skills by communicating to internal and external customers, care team, management, centralized services and HIMS. 7. Assists in responding to requests for patient medical records according to company policies and procedures, and state and federal laws. 8. Provides a variety of patient services to assist in patient flow including but not limited to escorting patients, taking vitals and patient history, assisting in patient treatment, distributing mail and fax information, ordering supplies, etc. 9. Works independently under regular supervision and follows structured work routines. Works in a fast paced, multi-task environment with high volume and immediacy needs requiring independent decision making and sound judgment to prioritize work and ensure appropriateness and timeliness of each patient's care. This position requires the ability to retain large amounts of changing payor information/knowledge crucial to attaining reimbursement for the services provided. Primary external customers include patients and their families, physician office staff and third party payors. MINIMUM QUALIFICATIONS High school diploma/GED or equivalent working knowledge. Requires knowledge of patient financial services, financial, collecting services or insurance industry experience processes normally acquired over one or more years of work experience. Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work independently. Requires strong interpersonal, oral, and written communication skills to effectively interact with a wide range of audiences. Strong knowledge in the use of common office software, word processing, spreadsheet, and database software are required. Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment. An Arizona Criminal History Affidavit must be signed upon hire. PREFERRED QUALIFICATIONS Work experience with the Company's systems and processes is preferred. Previous cash collections experience is preferred. Additional related education and/or experience preferred Anticipated Closing Window (actual close date may be sooner): 2026-05-23 EEO Statement: EEO/Disabled/Veterans Our organization supports a drug-free work environment. Privacy Policy: Privacy Policy

Job DescriptionWork remotely while helping families make informed financial decisions. You'll be guided through a step-by-step process with mentorship throughout your growth. This role offers flexibility and long-term income potential. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

Job Description At The CORE Institute, we are dedicated to taking care of you so you can take care of business! Our robust benefits package includes the following: Competitive Health & Welfare Benefits Monthly $43 stipend to use toward ancillary benefits HSA with qualifying HDHP plans with company match 401k plan after 6 months of service with company match (Part-time employees included) Employee Assistance Program that is available 24/7 to provide support Employee Appreciation Days Employee Wellness Events Qualifications High school diploma/GED or equivalent is required. 1-2 years of experience in a hospital, medical office, or customer service setting (preferred). Familiar with and understand Medicare, Medicaid and other government payors and HMO/PPO payors guidelines and principals. Understands benefits (i.e.: deductibles, copays, and coinsurance) and how to calculate estimates per the payor contract as applicable. Previous patient registration in a medical office, hospital or outpatient surgery center. Medicare, Medicaid and other government payor guidelines. Clear understanding of insurance benefits and how to calculate patient responsibility. Knowledge of Patient Registration. Strong customer service and communication skills. Ability to communicate patient responsibility clearly with patients, communicate with physician's office staff, payors and hospital teammates. Ability to resolve issues in a professional manner. Ability to work independently with minimal supervision. Essential Functions Greet patients, families, and visitors in a courteous and professional manner. Answer and route incoming patient calls promptly and professionally. Maintain a clean and organized front desk area. Maintain confidentiality and compliance with HIPAA and hospital policies. Assist with other clerical or administrative tasks as assigned. Maintain a clean and organized work environment and ensure supplies are stocked. Collaborate with other departments to ensure smooth patient flow and timely service. Initiate and announce overhead emergency codes, including "Code Red" in the event of fire or smoke detection, following facility procedures. Respond calmly and appropriately to emergency situations, including notifying security and/or emergency response teams. Collect and verify patient demographics, insurance information, and required documentation. Input accurate patient data into the hospital EMR system. Prepare patient charts in advance of scheduled appointments to ensure all required documentation is complete and accurate. Include all necessary forms, such as consent forms. Patient Estimate Letters and procedure-specific paperwork Obtain patient signatures for consent forms, insurance authorizations, and privacy acknowledgments. Provide patients with information on hospital policies, procedures, and financial responsibilities. Coordinate with clinical and billing departments to ensure proper patient flow and documentation. Respond to patient and visitor inquiries and resolve registration issues efficiently. Confirm and document insurance information to reduce the risk of claim denials. Explain financial responsibility to patients when appropriate. Accept and process payments for co-pays or deposits, when necessary. Be familiar with individual payor guidelines and the process of collecting over the counter payments/deductibles/co-pay/coinsurance. Knowledge of payor contracts including Medicare, Medicaid and other government contracts and guidelines. Investigate questionable information promptly, i.e. MVA and work comp information that conflicts with insurer information. Notify Business Office Manager and Physician Office of any benefit, financial or authorization concerns or issues immediately. Work two weeks ahead of surgeries to avoid late notice cancellations. Contact patients in advance of their scheduled imaging appointments to provide information about their financial responsibility (e.g., co-pays, deductibles, self-pay estimates). Review and explain out-of-pocket costs clearly and answer any patient questions regarding their financial obligation. Work with patients to establish payment arrangements prior to their arrival, including setting up payment plans when appropriate and in accordance with organization policy. Document all financial discussions and agreements and save this information in the appropriate system or shared folder for team access. Ensure all payment plans are properly recorded and accessible to staff and billing teams to avoid confusion Review entered information with patient to ensure accuracy. Scan photo identification and insurance card(s) into EMR. Make any corrections to insurance information upon review of insurance card(s) when necessary. Request Living Will/Advance Directives. Provide information if requested on where to obtain information on said forms to patient. Document when patient requests information and that it was provided in order to meet state and Joint Commission requirements. Complete Medicare MSP questionnaire when necessary. Collect patient responsibility upon admission. Obtain patient signature on required forms. Print labels and wristband and Facesheets. Review patient information with the patient and confirm accuracy after applying the wristband. Take chart with labels to Pre-op to notify nurses that patient is registered. Meet or exceed monthly, quarterly and yearly cash collection goals. Discusses patient information with other health team members in an appropriate environment. Interacts with all patients, families, visitors and fellow teammates in a mature, responsible manner to ensure a positive and professional facility environment. Must have a clear understanding of KPI and Metric's measures and ability to complete daily tasks to meet Departmental and Hospital measures. Schedule, reschedule, and cancel imaging appointments as needed Communicate prep instructions for various imaging procedures (e.g., MRI, CT, X-ray) Coordinate with imaging technologists and other departments to ensure proper patient flow Verify imaging orders to ensure all information is accurate, complete, and matches the scheduled exam (e.g., exam type, body part, laterality, clinical indications). If discrepancies or missing information are identified, follow established procedures to contact the ordering provider or their office to obtain a corrected or updated order. Ensure all orders are finalized and properly documented in the patient chart prior to the appointment to avoid delays in care and ensure compliance with regulatory requirements. Contact patients in advance to confirm their upcoming imaging appointments. Verify appointment details including date, time, location, and type of exam. Provide patients with any necessary preparation instructions (e.g., fasting, medication restrictions) specific to their imaging procedure. Address any patient questions or concerns and ensure they understand check-in procedures and arrival time expectations. Document confirmation in the appropriate system or communication log. Other duties as assigned.

* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Ability to make presentations to potential customers Knowledge of financial services products If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,710 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications * Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. * Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability. Preferred qualifications * Previous customer service experience * Previous client relationship experience * Bachelor's degree or higher in Finance, Economics, or related field from accredited university * Ability to adapt to changes in the market and business * Eagerness to learn about finance * Passion for service to clients * Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions * Robust communication, influencing and client engagement skills * Desire to be part of a supportive and collaborative team * Shown success navigating multiple computer applications #campus

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you. We'll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs • Consistently identify participant opportunities and engage key partners as needed • Ability to grasp and apply complex technical material quickly Required Qualifications • Series 7, and 66 or equivalent required • Passion for excellence and willingness to work to exceed client expectations • Strong computer skills with an ability to multitask in a fast paced environment Enterprise Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Additional Skills Needed: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Job Title: Personal Banker (Onsite) Compensation: $45,000 - $52,000 annually, based on experience + incentive opportunities Industry: Financial Services is eligible for medical, dental, vision, and 401(k) About Our Client: Addison Group is seeking a Personal Banker on behalf of our client. This role supports a high-volume branch environment and requires strong customer service, sales acumen, and the ability to build relationships within the community. Job Description: This role serves as the primary point of contact for customers, assisting with banking needs, promoting financial solutions, and ensuring a positive experience. The Personal Banker will work standard weekday hours, with rotating weekend coverage and a shift differential for select hours. Key Responsibilities: Create a welcoming environment for customers by providing professional and attentive service Identify customer needs and recommend appropriate financial products and services Assist with opening new accounts, processing loan requests, and handling everyday banking transactions Maintain accurate cash handling and follow internal security and compliance procedures Build rapport with customers and generate business through community outreach Address questions and resolve concerns in a timely, solutions-oriented manner Support branch operations and collaborate with team members as needed Qualifications: At least 1 year of experience in a goal-driven sales environment with strong results Minimum 6 months of cash handling experience within a customer-facing setting Comfortable engaging with the community and generating referrals, including local business visits Strong communication skills and the ability to work collaboratively High level of professionalism, integrity, and reliability Proficiency in Microsoft Office applications Outgoing, confident, and customer-focused demeanor Willingness to obtain Notary certification (sponsored by employer if not already held) Preferred Skills: Background in retail banking or financial services Bilingual Spanish skills (verbal and written) Additional Details: Schedule: Monday-Friday 9:00 a.m. - 6:00 p.m. and Saturdays 9:00 a.m. - 1:00 p.m. Shift differential available for late weekday and Saturday hours Weekend availability required Perks: Incentive earnings on top of base pay Professional development and growth opportunities Employer-paid Notary certification Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. #Admin1