Private Banker - Temple Market
Investment Banker job 45 miles from Round Rock
Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Temple, Texas. Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service
Essential Duties and Responsibilities:
Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs.
Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers.
Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services.
Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers.
Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved.
Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider.
Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience.
Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
Ensure that the proposed solutions maximize the clients' goals and objectives.
Coordinate commercial, consumer and other loan requests through established processes.
Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented.
Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc.
Prepare and deliver presentations to clients on various financial topics.
Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics.
Participate in community events and activities to promote the bank and build relationships with potential clients.
Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations.
May work on projects with limited complexity in a support or advisory role.
Performance Measurements
Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements.
Documents and reports are completed accurately, efficiently and in a timely fashion.
Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors.
Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention.
QUALIFICATIONS
EDUCATION/CERTIFICATION
Bachelor's degree in Business preferred, or equivalent work experience
SKILLS/ABILITIES
Strong relationship management and team building skills; views team concept as critical to model.
Effective oral and written communication skills. Good communication and public relations skills.
Ability to cooperate with and assist others both externally and internally.
Good organizational and time management skills with ability to handle multiple tasks under tight time frames.
Goal-oriented and driven to achieve individual and team objectives.
Attention to detail and accuracy.
Understanding of banking regulations and compliance requirements.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to accept instruction, prioritize and follow through on work assignments.
Ability to write reports, business correspondence and procedural manuals.
Ability to calculate figures such as interest, ratios, loan growth, and percentages.
Ability to operate modern office equipment and software.
Affordable Housing Finance Attorney (Associate)
Investment Banker job 15 miles from Round Rock
Robinson+Cole, a Vault “Top Ranked”
Am Law 200
firm, seeks an associate with four to seven years of experience to join the growing Affordable Housing Finance team in its Austin, Texas office.
Robinson+Cole's Affordable Housing Finance practice represents institutional lenders in multifamily real estate transactions utilizing federal, state, and local programs on a national basis.
Qualified candidates will have a minimum of four years of experience representing clients in affordable housing finance transactions. Strong fundamentals are required, including a working knowledge of Section 103 and 142(d) and/or Section 42 of the Internal Revenue Code. Experience with Fannie Mae and Freddie Mac transactions is a plus.
We are seeking highly motivated candidates interested in joining our productive and fast-paced practice. Candidates should be comfortable working as part of a team as well as independently. Top academic and transactional credentials, excellent writing, research, negotiation, organizational, and communication skills are also required.
Please note that all R+C attorneys must be admitted in the state of their primary office location.
Admission to the Texas bar is required for this position.
Robinson & Cole LLP is an equal opportunity employer and will provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws. We participate in the E-Verify program. Click to view our E-Verify notices.
We offer a competitive compensation package which includes medical, dental, paid vacation, paid sick days, a 401(k) plan, and a variety of other benefits.
Robinson+Cole is currently accepting resumes from search firms for this position. Please reference our Search Firm Attorney Submission Guidelines on our website for further instructions on submitting candidates to the firm.
Corporate Finance Associate
Investment Banker job 15 miles from Round Rock
Job Description
A global and top 200 Am Law firm seeks an associate to join their Corporate Practice Group in their Austin office.
The ideal candidate must be a capital markets associate with 3-6 years of experience representing iconic technology enterprise issuers and investment banks in debt securities transactions, including offerings of convertible, high-yield, and investment-grade notes, and other structured financial instruments. Experience with related equity derivatives is a plus but not required. Superior academic credentials and excellent verbal, written, and interpersonal skills required.
Experienced US Equities Trader - Austin
Investment Banker job 15 miles from Round Rock
Kershner Trading Group, LLC is looking for experienced US Equities Traders and is seeking individuals with a strong entrepreneurial spirit, exceptional work ethic and strong analytical skills to trade stocks for the firm. Ideal candidates have the ability to make sound decisions quickly and confidently and can demonstrate skills as a disciplined, calm competitor with a solid track record of results. A high comfort level with technology and computer usage is necessary to use leading edge technologies and real-time executions of trades. Candidates are expected to be experienced traders, wanting to trade fully backed with 100% firm capital in Austin, Texas. Must have $500K in verifiable 1099/K1 income and no FINRA or other regulatory issues. If you do not have two years of experience with a good track record we will not reply to your inquiry.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides capital and infrastructure to in-house traders, who actively trade stock instruments in financial markets on behalf of the firm. The traders share the profits arising from their trading activity with the firm. Traders buy and sell in the U.S. equity markets. Each trader sets their own style and strategy. All trading roles are performance based earning, there is no base salary associated with this opportunity. Please review our website to learn even more about our culture and environment; no phone calls.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize, if they try. KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to "shift gears" but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading more every day and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff keeping it all humming in an environment where every day brings new challenges yet maintains the cool, casual "Austin" atmosphere.
What are you capable of?? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more??
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.
Senior Investment Associate
Investment Banker job 15 miles from Round Rock
About the Role:
We are seeking a skilled and experienced Senior Investment Associate to join our dynamic Investment Team. Specializing in the U.S. multi-family homes sector, this role is pivotal in driving corporate growth, facilitating investment decisions, and managing portfolios. The ideal candidate will possess advanced expertise in financial modeling, market research, and strategic planning while demonstrating leadership in team collaboration and development.
Responsibilities:
Source, screen, underwrite, and execute acquisitions of strategic portfolios and multi-family communities, with a focus on special situation acquisitions.
Engage in capital markets activities, including debt sourcing, refinancing, and equity raising efforts.
Lead financial modeling and in-depth research to inform corporate growth and portfolio management strategies.
Prepare and deliver presentations that align key stakeholders and facilitate consensus-building.
Mentor and coach analysts to foster team development.
Monitor market and economic trends to uncover insights for investment strategies.
Collaborate with institutional partners, oversee due diligence, and address investor queries effectively.
Contribute to corporate expansion and portfolio growth initiatives through inter-departmental collaboration.
Oversee investment-level reporting, prepare comprehensive materials, and provide strategic recommendations.
Requirements:
Bachelor's degree in business, economics, or a related field from a top university, with strong academic performance.
4-7 years of relevant experience in investment banking, consulting, or real estate investments/asset management.
Demonstrated experience in sourcing, screening, analyzing, and presenting investment opportunities.
Advanced proficiency in financial modeling and Microsoft Office Suite (Excel, PowerPoint, Word).
Strong analytical and problem-solving skills with a focus on innovation and critical questioning.
Exceptional written and verbal communication skills for impactful messaging and reporting.
Self-motivated, adaptable, and capable of thriving in a fast-paced, dynamic environment.
Proven ability to coach team members, with a leadership and growth-oriented mindset.
Why Join Us:
Be part of an innovative team shaping the future of real estate investment.
Competitive compensation and a comprehensive benefits package.
Opportunities for leadership development and professional growth.
Exceptional benefits, including:
Partially sponsored health, dental, and vision insurance.
Voluntary options for pet, life, and disability insurance, as well as 401(k) plans.
Paid time off, including 8 holidays, a paid birthday, and 18 additional PTO days annually, with accrual increases based on tenure.
Leadership and skills training programs.
Exciting perks such as holiday savings, employee scholarships, and company events.
Apply now to play a pivotal role in a growth-focused environment, drive strategic investments, and elevate your career in real estate!
Associate - Investment Sales - Austin, Texas
Investment Banker job 15 miles from Round Rock
Job Description
Many places say it, but we mean it - collaboration is our secret sauce. We don’t add to our team flippantly and with over $2.75B in total volume and $200M+ in active listings, our results speak for themselves. Simply put, we are hunting for hardworking and ambitious dealmakers ready to step up and make things happen.
Who we are.
Trinity exists to serve developers, funds, and high-net worth individuals seeking a savvy, strategic real estate investment advisor. We specialize in the investment sales of retail and industrial properties nationwide and believe success is not only measured by transactions. We build trust through accountability, value clients as people, and put their interests above our own. Our goal? Being a brokerage people enjoy working with and working within.
Who we hope you are.
The ideal agent for this role has earned meaningful experience and is on the verge of breaking through into the next phase of their career or is already there and looking for their long-term brokerage to anchor with. We’re looking for evidence that they’re a master of both prospecting and cultivating ongoing relationships. We’re in the relationships business, so a partnership mentality is a must. A willingness to learn and the desire to get better every day will get you far at Trinity.
Even if you’re a jack of all trades, we hope you’re a master of this one.
This role is particularly focused on having a specialization in either STNL retail, strip/shopping centers, or industrial properties. Our ideal fit would be able to speak to the nuances of these property types and demonstrate success with these verticals in their career.
Our Culture.
We support our agents with unfettered access to training, industry-leading tools and technology, first-class marketing support and turnaround times, a transaction management team who has your back, and an internal structure of experts & mentors there to support you and answer those nuanced questions. We offer a workplace culture that’s simultaneously competitive and supportive. We can’t loosen our ties because we don’t wear them. We’re too busy uncovering opportunities and coming through for our clients.
Requirements
What you’ll do.
Develop new business by building and cultivating industry relationships with real estate investors.
Prospecting and marketing activity includes cold calling, attending relevant industry conferences, and other ways of generating client relationships to ensure consistent performance.
Work with investors to understand their financial objectives for their real estate assets.
Reviewing leases, surveys, environmental studies, and other legal documents on properties to be listed or purchased as part of the due diligence process.
Partner with the marketing team for creating proposals and marketing materials.
Entrepreneurial-minded, as you are the person most responsible for your success.
Self-starter with exceptional time management skills.
A Texas Real Estate license is required prior to starting.
Maintain detailed records of activity and call notes in the CRM system.
Collaborate with the transaction manager through the sale process.
Continually strive to achieve and exceed specified sales goals.
What you bring to the table.
Excellent written and verbal communication skills.
Competitive nature with the drive to always want to improve.
Confident in your ability to push through and learn from challenging circumstances.
Drive and work ethic to cold call many potential clients daily.
Ability to be a creative problem solver / solution-driven agent.
Must possess the “client first” mentality.
What you've achieved.
A college degree is preferred but not required.
2+ years of commercial real estate investment sales experience
Experience utilizing Salesforce or comparable CRM platforms.
Coachability is required.
Benefits
Training & Development
Marketing Team
Transaction Team
Mentorship
Associate - Investment Funds (Mid-Level)
Investment Banker job 15 miles from Round Rock
Mid-Level Investment Funds Associate | AmLaw 100 Powerhouse
Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid-level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for.
This is not a plug-and-play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point.
What You'll Bring:
JD from a top-tier institution
3-5 years of experience with fund formation and investments
Strong background in structuring private funds and investor-side work
Exposure to secondaries, SMAs, and carried interest vehicles a plus
Previous AmLaw 100 firm experience is strongly preferred
What You'll Get:
Base comp between $260,000 and $365,000
Top-shelf medical, dental, vision, and 401(k)
Real-time mentorship and long-term runway
Hybrid flexibility, without sacrificing prestige or opportunity
This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting.
Ready to elevate your career? Let's talk.
Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
Financial Counseling Representative I
Investment Banker job 9 miles from Round Rock
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#tj2022 #healthcare #customerservice #financialcounseling #banking
#LI-TJ2022
Personal Financial Representative - Steck (Bilingual in Spanish)
Investment Banker job 15 miles from Round Rock
About the Job
As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.
Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions of the Job
Member Relationships
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
Account Services
Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier's Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
Make external business partner referrals
Host tables at and attend community events
Knowledge, Skills and Abilities
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Strong attention to detail
Strong organizational and time management skills
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
High proficiency in Microsoft Office
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
Demonstrating Member Obsession
Demonstrating Performance Excellence
Demonstrating Innovation
Required Qualifications
High School Diploma or GED
English/Spanish bilingual
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of two (2) years of customer service experience
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations
Preferred Qualifications
Bachelor's Degree
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Hours
Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
#INDUFCU
Personal Financial Representative (English/Spanish Bilingual)
Investment Banker job 15 miles from Round Rock
About the Job As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.
Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions of the Job
Member Relationships
* Open savings, checking and deposit accounts as well as Certificate of Deposits
* Educate members on Credit Reviews and Needs Assessments
* Accept and input consumer and business loans
* Communicate UFCU's Mission, Vision, and Values
Account Services
* Refer fraud claims to experts
* Provide online and mobile support
* Increase Automated Teller Machine limits
* Release check holds
* Provide notary services
* Conduct Signature Guarantees
* Complete wire transfers
* Validate vehicle values
* Manage account restrictions and pop-up concerns, and add travel notes on member accounts
* Partner with Collections for members who are past due
* Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
* Process service requests and financial transactions
* Process stop payments via check, ACH and/or Cashier's Checks
* Process ATM and Point-of-Service transaction disputes
* Set-up and grant access to safe deposit box
* Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
* Performs other duties as assigned.
* Adhere to all company policies, procedures and business ethics codes.
* Complete required regulatory training as assigned.
* Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
* Make external business partner referrals
* Host tables at and attend community events
Knowledge, Skills and Abilities
* Ability to effectively build relationships, establish rapport, and diplomatically communicate information
* Effective active listening skills
* Excellent verbal, interpersonal, and written communication skills
* Ability to be adaptable and work in a fast-paced environment
* Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
* Strong attention to detail
* Strong organizational and time management skills
* Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude
* High proficiency in Microsoft Office
* Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
* Demonstrating Member Obsession
* Demonstrating Performance Excellence
* Demonstrating Innovation
Required Qualifications
* High School Diploma or GED
* English/Spanish bilingual
* Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
* Minimum of two (2) years of customer service experience
* Minimum of one (1) year working in a team environment
* Advanced knowledge of current local, state, and federal regulations
Preferred Qualifications
* Bachelor's Degree
* Credit Union experience
* Series 6, 63, and/or Texas Life and Health Insurance licenses
* Registered NMLS
* Investment license
* Consumer lending experience
* General knowledge of applicable financial industry regulations
* Military experience
Hours
Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
Bilingual Financial Services Representative
Investment Banker job 42 miles from Round Rock
LOCATION Killeen, TX JOB TYPE Full-Time & Part-Time POSITION OVERVIEW
MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on innovation, we have established ourselves as a trusted partner in the industry.
We are hiring customer service representatives to support inbound and outbound customer service projects for Financial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities. In this role, you will work directly with bank customers providing product and account information, resolving customer issues, and answering customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable.
This is an experienced-level position that offers on the job paid training. Compensation is commensurate with experience. Prior contact center or customer service experience is required. There are both full-time and part-time openings with multiple schedule options.
To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.
-------------- POSITION RESPONSIBILITIES
WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO?
This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.
Key Responsibilities:
Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
Listen to customers, understand their needs, and resolve customer issues
Escalate customer issues to the appropriate staff and managerial for resolution as needed
Ensure first call resolution through problems solving and effective call handling
Follow the processes of the Client program and perform all tasks in a courteous and professional manner
Utilize knowledge base and training to accurately answer customer questions
Create and maintain customer CRM records with accurate call details
Accurately document call resolution in appropriate systems
Strictly follow client process for handling financial issues and inquiries
Comply with requirements surrounding confidential information and personal information
Follow all required scripts, policies, and procedures
Adhere to all attendance and work schedule requirements including all scheduled training
CANDIDATE QUALIFICATIONS
WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION?
It's about building relationships and turning the knowledge, you gain in training into customer wins. MCI provides all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated.
Must be 18 years of age
High School Diploma or Equivalent
Minimum of three (3) years in a call center environment
Minimum of (1) year of experience in a customer service role
The ability to multi-task using multiple screens and systems while talking on the phone with customers
The ability to type swiftly and accurately 30-45 Words per minute
The ability to read and speak English fluently
Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
Excellent organizational, written, and oral communication skills
The ability to multi-task across multiple systems and screens while speak to customers.
Must be customer service oriented (empathetic, responsive, patient, and conscientious)
Strong team orientation and customer focus with a positive attitude
Highly reliable with the ability to maintain regular attendance and punctuality
Aptitude for issue identification and problem solving
The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
An aptitude for conflict resolution and problem solving
The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
Excellent interpersonal skills and the ability to build relationships with your team and customers
Preferred
Associate's degree or higher is a plus
Relevant experience in banking or financial services is a plus
Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
Bilingual Spanish - Extremely Beneficial
CONDITIONS OF EMPLOYMENT
All MCI Locations
Must be authorized to work in the country where the job is based.
Subject to the program and location of the position
Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
Must be willing to submit to drug screening. Job offers are contingent on drug screening results.
COMPENSATION DETAILS
WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION?
At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.
What You Can Expect from MCI:
We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:
Paid Time Off: Earn PTO and paid holidays to take the time you need.
Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations-and sometimes even cars!
Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 90 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
Retirement Savings: Secure your future with retirement savings programs, where available.
Disability Insurance: Short- and long-term disability coverage is available to help protect you during unexpected challenges.
Life Insurance: Access life insurance options to safeguard your loved ones.
Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities.
Paid Training: Learn new skills while earning a paycheck.
Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
Casual Dress Code: Be comfortable while you work.
Compensation & Benefits that Fit Your Life
MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.
If you're ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!
PHYSICAL REQUIREMENTS
This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.
REASONABLE ACCOMMODATION
Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.
DIVERSITY AND EQUALITY
At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's
Financial Services Representative State Farm Agent Team Member
Investment Banker job 42 miles from Round Rock
Job DescriptionBenefits:
Paid time off
Training & development
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Alan Cox - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
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.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Requirements
Successful track record of meeting sales goals/quotas preferred
Self-motivated
Ability to make presentations to potential customers
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
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.
Private Banker - Bell / Williamson County
Investment Banker job 45 miles from Round Rock
Extraco Banks is seeking a Private Banker to join our Private Banking team in the Bell / Williamson County Market. Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service
Essential Duties and Responsibilities:
Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs.
Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers.
Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services.
Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers.
Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved.
Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider.
Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience.
Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
Ensure that the proposed solutions maximize the clients' goals and objectives.
Coordinate commercial, consumer and other loan requests through established processes.
Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented.
Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc.
Prepare and deliver presentations to clients on various financial topics.
Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics.
Participate in community events and activities to promote the bank and build relationships with potential clients.
Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations.
May work on projects with limited complexity in a support or advisory role.
Performance Measurements
Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements.
Documents and reports are completed accurately, efficiently and in a timely fashion.
Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors.
Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention.
QUALIFICATIONS
EDUCATION/CERTIFICATION
Bachelor's degree in Business preferred, or equivalent work experience
SKILLS/ABILITIES
Strong relationship management and team building skills; views team concept as critical to model.
Effective oral and written communication skills. Good communication and public relations skills.
Ability to cooperate with and assist others both externally and internally.
Good organizational and time management skills with ability to handle multiple tasks under tight time frames.
Goal-oriented and driven to achieve individual and team objectives.
Attention to detail and accuracy.
Understanding of banking regulations and compliance requirements.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to accept instruction, prioritize and follow through on work assignments.
Ability to write reports, business correspondence and procedural manuals.
Ability to calculate figures such as interest, ratios, loan growth, and percentages.
Ability to operate modern office equipment and software.
New/Developing US Equity Trader - Austin Texas
Investment Banker job 15 miles from Round Rock
Kershner Trading is excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program.
We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to senior multi-product trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry.
What is your career path? New traders will spend two years training and trading, developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our team of quants, programmers, and support staff to build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX.
We are looking for individuals with the following characteristics:
-Passion for the Markets
-Demonstrable History of Success
-Entrepreneurial
-Focused
-Emotionally Disciplined
-Great Teammate
-Coachable
Investment Funds Associate
Investment Banker job 15 miles from Round Rock
Job Description
Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group.
The ideal candidate will have 3-5 years of experience with corporate transactions. Experience in the structuring, formation and management of private equity funds, real estate funds, alternative investment vehicles and management companies is preferred. Relevant general corporate experience will also be considered.
Senior Investment Associate
Investment Banker job 15 miles from Round Rock
Job Description
About the Role:
We are seeking a skilled and experienced Senior Investment Associate to join our dynamic Investment Team. Specializing in the U.S. multi-family homes sector, this role is pivotal in driving corporate growth, facilitating investment decisions, and managing portfolios. The ideal candidate will possess advanced expertise in financial modeling, market research, and strategic planning while demonstrating leadership in team collaboration and development.
Responsibilities:
Source, screen, underwrite, and execute acquisitions of strategic portfolios and multi-family communities, with a focus on special situation acquisitions.
Engage in capital markets activities, including debt sourcing, refinancing, and equity raising efforts.
Lead financial modeling and in-depth research to inform corporate growth and portfolio management strategies.
Prepare and deliver presentations that align key stakeholders and facilitate consensus-building.
Mentor and coach analysts to foster team development.
Monitor market and economic trends to uncover insights for investment strategies.
Collaborate with institutional partners, oversee due diligence, and address investor queries effectively.
Contribute to corporate expansion and portfolio growth initiatives through inter-departmental collaboration.
Oversee investment-level reporting, prepare comprehensive materials, and provide strategic recommendations.
Requirements:
Bachelor’s degree in business, economics, or a related field from a top university, with strong academic performance.
4-7 years of relevant experience in investment banking, consulting, or real estate investments/asset management.
Demonstrated experience in sourcing, screening, analyzing, and presenting investment opportunities.
Advanced proficiency in financial modeling and Microsoft Office Suite (Excel, PowerPoint, Word).
Strong analytical and problem-solving skills with a focus on innovation and critical questioning.
Exceptional written and verbal communication skills for impactful messaging and reporting.
Self-motivated, adaptable, and capable of thriving in a fast-paced, dynamic environment.
Proven ability to coach team members, with a leadership and growth-oriented mindset.
Why Join Us:
Be part of an innovative team shaping the future of real estate investment.
Competitive compensation and a comprehensive benefits package.
Opportunities for leadership development and professional growth.
Exceptional benefits, including:
Partially sponsored health, dental, and vision insurance.
Voluntary options for pet, life, and disability insurance, as well as 401(k) plans.
Paid time off, including 8 holidays, a paid birthday, and 18 additional PTO days annually, with accrual increases based on tenure.
Leadership and skills training programs.
Exciting perks such as holiday savings, employee scholarships, and company events.
Apply now to play a pivotal role in a growth-focused environment, drive strategic investments, and elevate your career in real estate!
Area Personal Financial Representative 1
Investment Banker job 15 miles from Round Rock
As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.
Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions
Member Relationships
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
Member Experience
Serve as the Lobby Lead
Maintain branch appearance
Follow-up on member issues
Account Services
Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier's Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
Make external business partner referrals
Host tables at and attend community events
Knowledge/Skills/Abilities
Knowledge
High proficiency in Microsoft Office
Skills
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Strong organizational and time management skills
Abilities
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Ability to demonstrate strong attention to detail
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
Demonstrating Member Obsession
Demonstrating Performance Excellence
Demonstrating Innovation
Experience
Minimum Requirements
High School Diploma or GED
Minimum of two (2) years of customer service experience
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations
Must have the ability to work at multiple branch locations
Must have access to reliable transportation to facilitate working in multiple branches
Preferred Qualifications
Bachelor's Degree
Bilingual in English/ Spanish
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Hours
Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
Financial Counseling Representative I
Investment Banker job 15 miles from Round Rock
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
Area Personal Financial Representative
Investment Banker job 15 miles from Round Rock
As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.
Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions
Member Relationships
* Open savings, checking and deposit accounts as well as Certificate of Deposits
* Educate members on Credit Reviews and Needs Assessments
* Accept and input consumer and business loans
* Communicate UFCU's Mission, Vision, and Values
Member Experience
* Serve as the Lobby Lead
* Maintain branch appearance
* Follow-up on member issues
Account Services
* Refer fraud claims to experts
* Provide online and mobile support
* Increase Automated Teller Machine limits
* Release check holds
* Provide notary services
* Conduct Signature Guarantees
* Complete wire transfers
* Validate vehicle values
* Manage account restrictions and pop-up concerns, and add travel notes on member accounts
* Partner with Collections for members who are past due
* Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
* Process service requests and financial transactions
* Process stop payments via check, ACH and/or Cashier's Checks
* Process ATM and Point-of-Service transaction disputes
* Set-up and grant access to safe deposit box
* Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
* Performs other duties as assigned.
* Adhere to all company policies, procedures and business ethics codes.
* Complete required regulatory training as assigned.
* Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
* Make external business partner referrals
* Host tables at and attend community events
Knowledge/Skills/Abilities
Knowledge
* High proficiency in Microsoft Office
Skills
* Effective active listening skills
* Excellent verbal, interpersonal, and written communication skills
* Strong organizational and time management skills
Abilities
* Ability to effectively build relationships, establish rapport, and diplomatically communicate information
* Ability to be adaptable and work in a fast-paced environment
* Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
* Ability to demonstrate strong attention to detail
* Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude
* Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
* Demonstrating Member Obsession
* Demonstrating Performance Excellence
* Demonstrating Innovation
Experience
Minimum Requirements
* High School Diploma or GED
* Minimum of two (2) years of customer service experience
* Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
* Minimum of one (1) year working in a team environment
* Advanced knowledge of current local, state, and federal regulations
* Must have the ability to work at multiple branch locations
* Must have access to reliable transportation to facilitate working in multiple branches
Preferred Qualifications
* Bachelor's Degree
* Bilingual in English/ Spanish
* Credit Union experience
* Series 6, 63, and/or Texas Life and Health Insurance licenses
* Registered NMLS
* Investment license
* Consumer lending experience
* General knowledge of applicable financial industry regulations
* Military experience
Hours
Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
Experienced US Equities Trader - Austin
Investment Banker job 15 miles from Round Rock
Kershner Trading Group, LLC is looking for experienced US Equities Traders and is seeking individuals with a strong entrepreneurial spirit, exceptional work ethic and strong analytical skills to trade stocks for the firm. Ideal candidates have the ability to make sound decisions quickly and confidently and can demonstrate skills as a disciplined, calm competitor with a solid track record of results. A high comfort level with technology and computer usage is necessary to use leading edge technologies and real-time executions of trades. Candidates are expected to be experienced traders, wanting to trade fully backed with 100% firm capital in Austin, Texas. Must have $500K in verifiable 1099/K1 income and no FINRA or other regulatory issues. If you do not have two years of experience with a good track record we will not reply to your inquiry.
Kershner Trading Group is a leading proprietary trading and technology firm, headquartered in Austin, Texas with a second office in midtown Manhattan, NY. Our proprietary trading firm provides capital and infrastructure to in-house traders, who actively trade stock instruments in financial markets on behalf of the firm. The traders share the profits arising from their trading activity with the firm. Traders buy and sell in the U.S. equity markets. Each trader sets their own style and strategy. All trading roles are performance based earning, there is no base salary associated with this opportunity. Please review our website to learn even more about our culture and environment; no phone calls.
Kershner Trading Group, LLC provides unique opportunities to talented, energetic people, rooted in the philosophy that
everyone can do more than they realize, if they try.
KTG empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and are open to being both a student and teacher in a learning organization.
Kershner offers the chance to join a high-performance team of experienced traders trading more every day and adapting to new market opportunities, talented technology professionals developing leading edge trading and market analytics systems, quantitative/ business analysts providing tools and insights to fuel business growth and top-notch support staff keeping it all humming in an environment where every day brings new challenges yet maintains the cool, casual “Austin” atmosphere.
What are you capable of?? KTG is currently seeking candidates who are excited at the prospect of pushing their own professional limits. Think you can do more??
At Kershner Trading Group we are democratizing the science of quantitative trading. Please check out our cloud-based research platform at cloudquant.com. Cloudquant is a free trading and research tool for ordinary people with extraordinary ideas. You create it, we fund it, we profit together! There is no need to wait, take cloudquant.com for a test drive now while we review your application.