Customer Relationship Advocate Career Development Experience- Covington, KY
Covington, KY job
The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More)
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Workplace Planning Associate - Covington, KY
Covington, KY job
Job Description:Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expect…
As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.
You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.
You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.
You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.
You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.
You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.
The Skills You Bring
Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Value You Deliver
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Customer Service Representative- Covington, KY
Covington, KY job
The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More)
Fidelity Investments does not offer work visas for this role
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
EUC Desktop Support Engineer
Versailles, KY job
Must Have Technical/Functional Skills:
• The associate will be responsible for providing end-user computing (EUC) desktop support and Microsoft Intune endpoint management for the customer's warehouse operations. The role requires working onsite Monday to Friday during business hours and includes hands-on support for end-user devices and local infrastructure components
• EUC Desktop Support, Microsoft Intune, Windows Autopilot, Azure AD, Device Enrollment & Troubleshooting, Onsite Hardware Health Check (Switches/Firewalls/Storage), and Vendor Coordination for Peripheral Devices.
Roles & Responsibilities:
• Provide end-user desktop support including installation, configuration, and troubleshooting of Windows OS, applications, and hardware.
• Manage and troubleshoot device enrollment, compliance, and policy deployment through Microsoft Intune.
• Perform onsite health checks on rack-mounted devices such as switches, firewalls, and storage systems.
• Configure and support printers, scanners, and coordinate with vendors for maintenance or repairs.
• Support endpoint security, BitLocker, and connectivity issues (VPN, Wi-Fi, Outlook, Teams, etc.).
• Collaborate with the Service Desk and Infrastructure teams to resolve incidents within defined SLAs.
Base Salary Range: $60,000 - $70,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Financial Advisor
Lexington, KY job
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program .
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Systems Administrator
Hebron, KY job
Thank you for taking time to take a look at the Systems Administrator role I posted here on LinkedIN, I appreciate it.
Allow me to introduce myself a bit for you. I have been recruiting technical talent for over 23 years and been in the tech sector since the 1990s. So, I am going to be far more focused on 'fit' than anything else. In addition, I realized - a while ago - that looking for work is not a Carnival...so, if I can make it easy, and perhaps even entertaining, I am going to be happy to do so. So, just a quick note...I am an actual real person posting this, not a bot, no AI...just a real live human. In addition, you can expect that responses from your application will also come from me...not a bot, not an ATS.
This role has a few very key social fit characteristics to it. So, allow me to explain those for you:
The words 'this is not my job' are not really something you will hear at this particular client. So, if you like to dive into stuff that may not be in your exact responsibilities list, that is precisely the kind of person we are seeking for this role.
This role is for that person that likes to try stuff and figures things out. Have you been in roles in your past where you had no previous knowledge of what you were going to be digging your fingers into? Then, you are right on target for what we are seeking.
Are you the kind of person that really likes to learn? If so, then (like with the two previous points) we are going to have the workings of a fit here. You will be given access to Pluralsight as well as a bunch of internal tools to learn new stuff...
For this role, we are ideally seeking individuals that are within driving distance to Hebron Kentucky. This role is being done in a hybrid manner....roughly 3 days onsite and 2 days remote. I am going to be honest here...if you are staunchly focused, solely on how many days onsite & how many days remote, you probably aren't the person for this role. In addition, there will be trips (once a month) to New York City where you will be traveling for - roughly - 2 days a month to New York City.
I can only work with US Citizens or Green Card Holders for this role. So, if you are an H1, OPT, EAD, STEM, F1, or other Visa holder and are not already a US Citizen or Green Card holder, we won't be able to work together for this role.
In addition, I am not working with external vendors or 3rd parties for this role.
For this role, you will be working with Systems Administration, AWS, Tanium, Intune, Microsoft 365, Storage, and Virtualization. The AWS and Tanium piece is the most important part o this role. You will evaluate, recommend, and implementing new technologies as well as serve as tier 3 escalation support. You won't be alone in this role. There is a team of 8 (you will be the 9th member of this team) Sys & Network admins and Sys & Network Engineers that you will be working with. This client has about 2,000 employees. However, from a user group perspective, there are roughly 1,600 across the US, Canada, UK / EU, India and the Philippines.
Here are some of those main responsibilities for this role:
Oversee internal infrastructure including data centers, networks, telephony, storage and end user computing.
Perform server administration across a mixed OS environment (Linux and Windows).
Provide support in problem prevention and resolution for complex infrastructure issues for enterprise infrastructure groups.
Manage and optimize AWS infrastructure including EC2, S3, VPC, IAM, and backups to ensure availability, performance, and security. This should also include performance tuning, patching, incident response & compliance.
Automate deployments and maintenance using scripting and Infrastructure-as-Code tools like CloudFormation or Terraform.
Administration and maintenance of endpoint management platforms such as Tanium to ensure secure configuration, patch compliance, and real-time visibility across all servers and workstations.
Manage Microsoft 365 and Azure AD administration, including user accounts, groups, permissions, and policy configuration to maintain secure and efficient operations.
Here are the things we are seeking in a candidate:
Experience managing Linux and Windows servers, automation scripting (Python, PowerShell, or Bash).
Experience with AWS (setups of AWS environments, configs and so on) is an absolute must have for this role.
Experience with Tanium is an absolute must have for this role as well.
Familiarity with NIST, SOC 2, or PCI standards and implementation of least-privilege access controls.
At least 5 years of experience of Systems Administration experience (this is a must have / gotta have). The more experience, the better. However, I am going to be more interested in breadth and depth of experience than true 'years' of experience. So, if you have 5-6 years of Sys Admin experience where you were the only Sys Admin for an environment, that will be more important than someone with 9 years of experience...but was on a team of 20 Sys Admins.
Certifications like: Proxmox, VMWare, AWS: Cloud Practitioner, Solutions Architect, CloudOps Engineer, and Solutions Architect are things that the hiring manager is really seeking.
Other certs that we would like to see are: CompTIA Network+, ITIL, CompTIA Server+, Cisco Certified Network Associate (CCNA), CompTIA Security+, and Microsoft Certified Security Operations Analyst Associate.
Sr Software Engineer
Georgetown, KY job
Required Qualifications:
Excellent communication and collaboration skills
Ability and desire to learn new technologies and support the continuous improvement of the team's processes
Working knowledge in developing C# .NET web applications (.NET core is a plus)
Proficient in the following: React, Angular, MVC framework (At least one)
Knowledge of Agile development methodologies, especially Scrum
Must be prepared to show and/or discuss examples of previously developed systems/applications
Experience designing relational databases
Additional Beneficial Qualifications:
Experience using AI tools to enhance software development work
Experience developing applications using a microservices architecture
Experience working as part of a Scrum team
Experience building web applications using Amazon Web Services (AWS) cloud services (or other cloud platforms)
Proficient in the following: SQL Server, DocumentDB/MongoDB
Automotive or other manufacturing/engineering industry experience
Licensed Covert Surveillance Investigator - Part Time - Louisville, KY
Louisville, KY job
JOB PURPOSE
Conduct covert field surveillance with an emphasis on worker's compensation fraud and insurance fraud.
DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Conduct covert field surveillance via both stationary and mobile surveillance.
Obtain professional quality video and photographic documentation of subjects.
Prepare and file comprehensive investigative reports using the information that was collected from surveillance investigations.
Upload video, photographs, audio files, and documents into the case management system.
Conduct scene investigations, interviews, recorded statements, etc.
Prepare written and recorded Statements from in-person interviews.
Provide legal testimony.
Other duties as assigned
Requirements
SKILLS AND QUALIFICATIONS
Minimum two years experience working as an investigator.
Ability to conduct covert field surveillance assignments.
Ability to communicate effectively, both orally and in writing.
Ability to gather data, compile information, and prepare reports.
Ability to provide legal depositions and testimony.
Ability to gather and organize evidence.
Ability to investigate and analyze information.
Knowledge of legal documentation procedures and requirements.
LICENSES /CERTIFICATIONS REQUIREMENTS
Valid state-issued driver's license.
Current auto insurance.
MUST possess a Private Investigator license in the state where work is performed.
REQUIRED EQUIPMENT
A reliable vehicle.
Smartphone with access to the app store. Android OS7 or higher, Apple iOS 11 or higher.
Laptop computer with Microsoft Word, Windows, and wireless Internet connection.
Digital video camera with upload capability and accurate time and date stamp.
Covert camera.
WORKING CONDITIONS
As an hourly, non-exempt status employee, your job may require extended work hours and significant work travel. This includes occasional overnight travel, weekend and/or evening work, and working on holidays.
The worker is subject to inside environmental conditions: Protection from weather conditions but not necessarily from temperature changes.
The worker is subject to outside environmental conditions: No effective protection from weather.
The worker is subject to both environmental conditions: Activities occur inside and outside.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk and hear. The employee is frequently required to stand, walk, stoop, kneel, crouch, or crawl.
The employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work involves individuals to stay seated/sedentary for long periods of time.
Work involves moderate exposure to unusual elements, such as extreme temperatures, exposure to the sun, and various days and hours of scheduled work.
Salary Description Up to $30.00 per hour based on experience
Loan Originator I/SMM - Central Kentucky Ag Credit
Lexington, KY job
Do you want to be involved in your local community and rural America? Do you love to help people at work or in your community? Would your friends and peers describe you as friendly and caring?
You really need to take a look at this…
Central Kentucky Ag Credit might be the place for you. We are looking for amazing people with a passion for assisting others as candidates for a Secondary Market Mortgage Originator in central Kentucky. This role markets and originates residential loans for sale in the secondary market.
This is a regular, full-time non-exempt position that is eligible for overtime pay on hours worked over 40 during a work week based on the business needs and your availability.
Daily participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.
You don't have a banking background? That's okay!
Yes, we are in financial services, but not in the way you might be thinking. If you come to us knowing the industry - great, but if you need support learning - that works, too. We will provide you with the education and training you need through paid training courses as well as individual on-the-job one-on-one support to set you up for success. If you can bring us your dedication for helping others - we'll teach you the financial expertise. At Central Kentucky Ag Credit, the customer experience is our top priority, and we're looking for individuals that:
Have relationship building skills and are committed to providing excellent customer service.
Have experience in people facing industries including banking, retail, or healthcare.
If you want to further your education - we support that, too. To assist you with your higher education goals, Central Kentucky Ag Credit offers education reimbursement programs that can help you further your education.
The Purpose of Your Role
The Secondary Market Mortgage Originator role is an integral part of our lending team who assists in promoting the Association's marketing objectives and makes agricultural loan referrals. This role develops business strategies that target potential customers, as well as referrals from builders, realtors, and other sources for Secondary Market Loans. Our Secondary Market Mortgage Originators function independently under general direction.
We are looking for candidates who wish to grow professionally. Our successful Secondary Market Mortgage Originators work with our borrowers to meet their needs. The goal remains consistent for all interactions: help borrowers feel more confident, make clearer decisions, and achieve their own dreams.
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed) Tuition Reimbursement, 401(K) (up to a 9% company contribution), Health Insurance, Dental Insurance, Vision Insurance, Long Term Disability Insurance, separate Vacation and Sick Time banks (who wants to use their vacation time when going to the doctor?), Dependent Care Flexible Accounts, and 12 paid holidays each year.
Sound too good to be true? See for yourself and learn more about our culture and employees:
Click here to learn more about us: agcreditonline.com
Click here to listen to our podcast and get a good idea of what we do for and within our local communities: Beyond Agriculture
Want to see what we are up to? Click here for our social media feeds: Facebook - Twitter - Instagram
Training for Your Role
We offer a paid, development program that will fully prepare you to engage with customers while acquiring all the financial skills that you need to be successful in your career.
We Value our Employees
What we value and expect from everyone on our team, no matter what they do here:
Self-Starters We want employees who look for ways to improve what we do.
Respect We value fairness, diversity, cooperation, and general respect for our employees, our community, and our customers.
Self-Management We don't micro-manage. Our employees have the opportunity to establish their priorities, develop their plans and goals, and effectively manage their time.
Voice We want our employees to share their thoughts and ideas, keep their coworkers informed, and listen and seek to understand.
Dependability Our employees are dependable, responsible, and act with integrity.
Life-Long Learning All our staff members share a willingness to grow their knowledge of their role, the company, and others skills. If you are willing to learn, we are willing to support you in any way that we can.
Company Overview
Central Kentucky Ag Credit is part of the Farm Credit System, which is a nationwide network of cooperative lending institutions that provide credit and financially related services to farmers, ranchers and their cooperatives. With more than 100 years of agricultural lending experience, the System is the largest single producer of agricultural credit in the United States.
The cooperative structure of Central Kentucky Ag Credit allows farmer-borrowers to own and control the Association and keeps the Association committed to serving rural credit needs. This is an important feature that sets the Association apart from most other commercial lenders.
Join Us
At Central Kentucky Ag Credit, you'll have the opportunity to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. You don't need a finance or agricultural background to succeed at Central Kentucky Ag Credit-we offer a range of opportunities for learning so you can build the career you've always imagined.
Auto-ApplyDirector - Revenue Customers
Frankfort, KY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
+ Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets
+ Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions
+ Lead strategic selling in alignment with compliance and internal partner business requirements
+ Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements
+ Achieve Sales CV Targets
+ Execute a transactional sales cycle
+ Sell core and supplier payments American Express solutions
+ Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
+ Advanced analytical skills to bring concepts to life through data
+ Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Hunter mentality
+ Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
+ Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments
+ Extensive experience with complex sales planning and execution
+ Strong financial acumen
+ Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
+ Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
+ Exceptional thought leadership, strategic thinking skills and project management aptitude
+ Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
+ Strong collaboration and leadership skills
+ Ability to travel as required
+ Bachelor's Degree required; MBA preferred
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021838
Powertrain Engineer
Georgetown, KY job
Job Title: Powertrain Engineer
Job Type: Contract
Founded in 1996, CTC is a global IT services, Consulting and Business Solutions partner dedicated to helping organizations innovate, optimize, and grow. With over 2,000 professionals worldwide, we support more than 100 clients in transforming complex challenges into lasting competitive advantages.
Job Description:
Developing process plans for production lines within the powertrain department with direct support from the Manager.
Directly supporting other engineers or technicians through mentorship.
Leading the cost planning, budget creation, machine specification, procurement, validation, installation, pre-productions trials and launch of production lines.
Creating and maintaining detail schedule and budget for assigned area.
Participate and lead cross functional working groups across the local facility and corporate departments to achieve project goals.
Construction / Equipment installations
Requirements:
Bachelor's degree required, preferred in Mechanical
5+ years exp needed.
Toyota powertrain exp preferred
Mechanical Background preferred
Exp in equipment specifications and implementation.
Design drawings.
Run and & install equipment (Engine manufacturing)
Education:
Bachelor's degree needed, preferred in Mechanical.
Credit Analyst II
Lexington, KY job
Join Us in Strengthening Rural America - Credit Analyst Opportunity in Lexington, KY
Do you have a deep appreciation for agriculture? Are you passionate about supporting your local community and making a meaningful impact in rural America? Do you thrive on helping others-whether at work or in your neighborhood?
If so, Central Kentucky Ag Credit invites you to explore an exciting opportunity to join our lending team as a Credit Analyst in Lexington, Kentucky.
This is a full-time, on-site position. Daily presence at our Lexington office is a key part of our collaborative culture, so please consider commute distance when applying.
What You'll Do
As a Credit Analyst, you'll play a vital role in evaluating financial health and risk for large, complex loans. You'll help structure loans that meet individual customer needs while protecting the integrity of the Association. This role offers the chance to grow professionally while supporting the dreams of farmers, ranchers, and rural entrepreneurs.
You will -
Conduct thorough credit analysis, documentation, and risk identification for loan committee submissions
Recommend loan terms, rates, security, and controls to ensure sound credit decisions
Stay informed on industry trends-returns, investments, yields, and more
Collaborate with lenders to support customer outreach and marketing efforts
What We're Looking For
We're seeking candidates who bring both expertise and heart to the table. Ideal qualifications include:
Bachelor's degree in business, economics, finance, accounting, or a related field
Experience in credit analysis and financial evaluation
Familiarity with tax returns and business structures (sole proprietorships, LLCs, LLPs, C-Corps, S-Corps, etc.)
Agricultural knowledge is a strong plus
Growth & Development
We believe in lifelong learning. That's why we offer tuition reimbursement and a paid development to help you build the financial and customer service skills needed to thrive in your role.
Our Commitment to You
We invest in our employees with a comprehensive benefits package designed to support your well-being and work-life balance:
Benefit Highlights
Description
401(K)
Up to 9% company contribution
Health, Dental & Vision Insurance
Comprehensive coverage
Vacation & Sick Time
Separate banks for flexibility
Tuition Reimbursement
Support for continued education
Dependent Care FSA
Family-friendly benefits
Paid Holidays
12 days annually
Our Culture
At Central Kentucky Ag Credit, we value:
Self-Starters - Innovators who seek continuous improvement
Respect - Fairness, diversity, and community-mindedness
Self-Management - Autonomy to set priorities and goals
Voice - Open communication and active listening
Dependability - Integrity and reliability
Lifelong Learning - A shared commitment to growth
About Us
Central Kentucky Ag Credit is part of the Farm Credit System, the largest agricultural credit provider in the U.S. With over 100 years of experience, we're proud to be a cooperative lender-owned and governed by the farmers and rural residents we serve.
Learn more about our mission and culture:
[Website](*******************************
[Podcast: Beyond Agriculture](***************************************
[Social Media: Facebook | Twitter | Instagram](**************************************
Ready to make a difference in rural America? Apply today and help us build a stronger future-one loan, one customer, one community at a time.
Auto-ApplyField Application Engineer
Louisville, KY job
Bastian Solutions is seeking a Field Application Engineer to support sales in the surrounding area.
A Field Application Engineer promotes the latest technologies within the Automated Material Handling industry to customers. They develop strong relationships with the industrial and distribution clients in a geographical area and provides them with exceptional material handling and automation solutions to meet their business requirements. This role allows you to work with some of the latest technologies in the ever-changing material handling field including robotics, mobile robotics, autonomous vehicles, AGV's, and more.
Job Functions:
Develop strong relationships with our customers through timely, regular visits
Assess needs and present solutions tailored to customer specifications
Sell a wide variety of products and services to meet your customer's needs
Collaborate with other Bastian Solutions entities to provide the best solution to the customer
Provide professional sales quotes in a timely manner
Master business technology (AutoCad, CRM, Power Point presentations, etc.)
Pursue leads from our Web Site and suppliers
Maintain customer database information current in our CRM
Communicate strategic information regarding suppliers, customers, and competition
Network with business contacts within the territory and industry
Master product information through training and personal efforts
Travel Requirements:
25% overnight travel (expenses paid by Bastian)
Preferred Skills and Required Qualifications :
Bachelor's degree in an Engineering discipline (Mechanical or MET preferred)
2+ years of previous engineering work experience
Technical Sales experience, industrial sector preferred
Material handling automation design and sales experience
Strong presentation skills
AutoCad experience a plus
Entrepreneurial and competitive personality
Must be eligible to work in the USA long term without sponsorship.
To learn more about us, click the following link
- *******************************************
About Bastian Solutions:
Bastian Solutions, a Toyota Automated Logistics company, is an independent material handling and robotics system integrator providing automated solutions for distribution, manufacturing, and order fulfillment centers around the world. Our team specializes in consulting, system design, project management, maintenance, and installation, while sourcing the best equipment and automation technology. We take great pride in providing exceptional service and flexibility to our customers.
In addition to exciting work at a growing company, we offer the following benefits:
Health, Dental, and Vision Insurance
401(k) Retirement Plan with a company match
Vacation/Holiday Pay
Tuition Reimbursement
Volunteer Work
Professional Associations, Conferences and Subscriptions
Company Meetings & Events
Bastian Solutions does not work outside recruiting agencies. No solicitation phone calls please.
Processing Specialist
Louisville, KY job
Job Description
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values
Customer First - We earn the right to be our clients' first choice.
Integrity - We hold ourselves to the highest standard to build trust.
Collaborative - We always win as a team.
Innovative - We find new methods to deliver change and advance technology to the industry.
Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a Full-Time Processing Specialist for their team in Louisville, KY.
A Processing Specialist internally services customers by processing incoming and outgoing cash orders while maintaining inventory integrity. As a processing specialist, you'll work within our cash center to account for cash and prepare orders that we transport to banks, MSBs, and other CXI customers.
Essential Functions:
Cash Management:
Prepare outbound foreign currency orders promptly and accurately.
When required, act as a verifier for manually built orders to confirm accuracy before shipping.
Verify incoming foreign currency purchases to ensure contents match invoice.
Perform daily balancing of individual tills to reconcile cash transactions.
Operate Teller Cash Recycler (TCR) to efficiently process incoming cash transactions and/or prepare outbound cash orders.
Reconcile and consolidate foreign currencies to merge into main inventory.
Assist in daily balancing activities, as directed.
Prepare necessary paperwork for domestic and international armored shipments.
Provide support and assistance to team members as needed including but not limited to receiving supplies and other office deliveries.
Team Collaboration and Safety:
Work closely with colleagues to ensure timely processing.
Provide support and assistance to team members as needed including but not limited to receiving of supplies and other office deliveries.
Foster a positive and collaborative work environment.
May be called upon to assist with training and mentoring new vault Processing Specialists.
Support the enforcement and adhere to all security policies and procedures.
Qualifications And Skills
Basic computer knowledge
Problem solving capabilities
Detail-oriented and organized
Strong listening and verbal communication skills
Cash handling skills with high degree of accuracy
Our Competencies
Action Oriented
Effective Communication
Nimble Learning
Optimizing Work Processes
Situational Adaptability
Functional Skills
Schedule
40 hours
Open Availability
Benefits
Commuter Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
Vacation - 2 weeks of paid vacation
Sick/Personal Days - 1 week of paid sick/personal time off
Health/Dental/Vision - CXI pays 60% of the Health/Dental/Vision Insurance premiums
Short and Long-Term Disability - Plan premiums are fully covered by CXI
401K Plan - Eligible to enroll in this plan after 1 year of employment, CXI matched up to 4%
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Treasury Management Alst
Louisville, KY job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
Key Accountabilities
Partner with assigned TM Consultants in all aspects of the sales process
Proficiency in knowledge of all TM solutions and their benefits to our clients
Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process.
Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
Will serve as quality control of current client charges to identify and resolve revenue leakage.
Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
Work jointly with cross-functional team and assist in overall solution development and value proposition.
Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
Periodic travel required for training, internal and external sales meetings.
Other duties as requested.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others:
Effectively and transparently shares information and ideas with others
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
Unites others towards common goal
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction
Develops Talent - Strengthen your abilities for today and beyond:
You Own You - you own your development and career
Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior
Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs
Continuously develops self for current and future roles
Makes Decisions & Solves Problems - Seeks deeper understanding and acts:
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
Collaborates and seeks to understand the root causes of problems
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
Takes action that is consistent with available facts, constraints and probable consequence
Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience:
Passionately serves internal/external clients with excellence
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Qualifications and Education Requirements
BS/BA degree in Business/Finance or equivalent education & experience
Comprehensive knowledge of Treasury Management products and services
An understanding of the TM sales process; sales, implementation & service functions
Ability to work under minimal supervision, and work well under pressure.
Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
Demonstrated willingness to learn, implement feedback, and take action.
Ability to develop strong working relationships with clients and associates.
Demonstrated client service experience required (phone and face-to-face)
Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment.
Preferred Qualifications:
Certified Treasury Professional Designation (CTP)
Accredited ACH Professional Designation (AAP)
2-5 year's banking experience
1 year TM Operations, Training, and/or Implementation Experience
2 years sales experience; interest in consultant career path
Ability to interpret and analyze Financial Statements
Salary Range
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Traveling to and presenting/actively engaging at client sites
Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyThe Citizens Bank of Philadelphia is currently seeking a full-time Teller for our Louisville location, as follows: Friday - 8:00 to 5:00 Provide excellent service to bank clients by conducting appropriate transactions. Meet the needs of clients through a hands-on approach to service, as well as facilitating referrals to other departments or employees when necessary.
About the Opportunity
The Citizens Bank opened in 1908 in Philadelphia, MS, and it quickly earned a reputation for safety, confidence, honesty, integrity, and hard work. Throughout its history, the bank held steadfast to its commitment to be a bedrock partner to the communities it serves. Today, still grounded in the principles on which we were founded, our bank serves the state of Mississippi through 26 branch offices and beyond with its digital and mobile banking solutions. Our high-tech, high-touch approach to full-service banking helps us provide the products and services of larger banks, but with a level of service that only a community bank committed to extraordinary service can provide. We're different. We appreciate and respect our past, but our sights are clearly set on building an even better bank for the future, and it starts with our people. Our commitment to making the bank a great place to work is woven into the fabric of our core values - SERVE.
Essential Duties
Conduct appropriate teller transactions, including the deposit and disbursement of cash, coins and checks from checking and savings accounts; Redeem U. S. Savings Bonds; Accept loan payments; Answer client questions concerning interest rates, service charges and account histories while complying with federal disclosure requirements; Issue money orders and cashier's checks; Count and roll loose coins; Identify counterfeit currency; Provide excellent service through all points of contact with clients; Cover all Winston County branches, as needed; Other duties as assigned
The Right Person
6 months - 1 year experience as a teller or in a cash handling position.
Previous work experience in an office environment.
Excellent customer service skills.
Proficient general math skills.
Proficiency with Microsoft Office and other PC applications.
High School or GED Equivalent.
VEVRAA Federal Contractor
Mortgage Loan Specialist
Winchester, KY job
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc.
Meet with potential borrowers regarding their mortgage needs.
Present bank's mortgage products and services that meet borrower's financial goals.
Complete the borrower's application and analyze the borrowers financial and credit data.
Lock rate per company and regulatory guidelines.
Prepare or request all applicable loan documentation from the appropriate party or department.
Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently.
Maintain communication with the borrower regarding the loan status.
Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements.
Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.)
Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service.
Assist clients with monthly billing and collections cycle.
Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections.
Work directly with other departments to resolve any issues or concerns with any customer in your portfolio.
Other Duties
Look for referral opportunities within the company (insurance, deposits, etc.).
Other duties as assigned.
Skills/Abilities
Requires strong networking and interpersonal skills.
Financial/quantitative skills.
Attention to detail.
Strong computer skills including Excel.
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Local travel is required for this position.
Education and Experience
Must be registered with NMLS Federal Registry.
Minimum of two years residential mortgage lending experience.
A four-year college degree is preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Auto-ApplyFinancial Advisor
Elizabethtown, KY job
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Transactions Specialist IV / 3rd shift
Kentucky job
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist IV within JPMorganChase, you will play a pivotal role in managing customer accounts, handling inquiries, and maintaining transactions. Your expertise in a variety of work processes will be crucial in solving non-routine, yet not overly complex problems, often improving on existing procedures. You will be expected to coach and mentor junior roles, fostering a collaborative team environment. Your ability to understand and apply artificial intelligence and automation technologies will be key in optimizing our transaction processes. With a developing understanding of market products, you will be able to navigate the industry practices and regulations, ensuring the smooth operation of our transaction management.
Job responsibilities
Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards, including the extraction and verification of checks and remittances.
Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience.
Assist in resolving non-routine transactional issues by leveraging advanced knowledge of policies and procedures, and interfacing with other departments to research and resolve inquiries.
Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment.
Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management.
Required qualifications, capabilities, and skills
Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, and settling transactions.
Demonstrated ability to apply artificial intelligence and automation technologies in a transactional environment.
Strong communication skills and experience in conflict management as well as coaching and mentoring, with a focus on developing junior roles within a team.
Developing proficiency in understanding and navigating market products, industry practices, and regulations.
Demonstrated ability to handle non-routine transactional issues, leveraging policies and procedures to devise solutions.
High school diploma or GED required.
Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
Work Schedule: Sunday - Thursday, 10:00pm - 6:30am
Shift differential: 15%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
A Government Security Clearance may be required for this position. This includes, but is not limited to:
• Fingerprints
• Credit Check
• Employment History
• Tax Filing History (possibly)
• References (possibly)
• Proof of U.S. Legal Permanent Residence
Auto-ApplyUniversal Banker
Scottsville, KY job
The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process.
Essential Duties & Responsibilities:
Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education
High school diploma or the equivalent required
Experience
Minimum of one year, with specific bank experience preferred
Certifications and Licenses
Notary preferred
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
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