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  • Customer Service Advisor

    Barclays Plc 4.6company rating

    Dayton, OH job

    Purpose of the role To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels. Accountabilities Collaboration across multiple digital channels to personalise each interaction with a customer. Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support. Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently. Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time. Support teams within the business operations function as needed, including risk management, compliance and collections. Comply with all regulatory requirements and internal policies related to customer care. To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Join us at Barclays as a Customer Service Advisor and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly face and first point of contact for our Retail Banking customers in branch or at one of our local hubs, offering face to face guidance and support with every interaction. As part of our Customer Care team, you'll work 5 days per week, including some weekends, and start with a competitive salary of £26,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career.
    $39k-49k yearly est. 2d ago
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  • Associate

    Accordion 4.3company rating

    Remote or Chicago, IL job

    We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
    $33k-72k yearly est. 2d ago
  • Portfolio Manager I - Renewable Power & Project Finance

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Renewable Power & Project Finance Credit Management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide financing for renewable power projects sponsored or supported by strategic asset manager relationships within Specialty Banking Transaction types include revolvers/TLs for project construction and mini permanent financing Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business, or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Basic experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise in Renewable Power & Project Finance WHAT'S IN IT FOR YOU? Compensation Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-MA #CA-MA
    $41.8-66.8 hourly 1d ago
  • ORM - Risk Metrics Program Lead

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? This position will be responsible for supporting the development and operation of City National Bank's (CNB's) Operational Risk Management (ORM) Risk Metrics and Risk Appetite program. Responsibilities include managing ORM metric processes; developing ORM metrics and thresholds; creating/enhancing bank-wide ORM metrics reports; and facilitating the implementation and integration of ORM metrics and appetite principles across all levels of the bank. WHAT WILL YOU DO? Lead the development of CNB's ORM Risk Appetite Metrics and Statements across the first and second line Measure and report on bank ORM risk appetite metrics, including ORM concentration risk metrics, and solicit for key measures on the Bank's risk posture Participate in risk mitigation development to ensure that strategies are in place to maintain risk profile within established limits Establish capabilities and provide effective challenge and validation of key risk indicator results reported by business units Develop and report metrics consistent with bank's Enterprise and Operational Risk Management Frameworks and risk taxonomy, ensuring uniform reporting throughout all 2nd line risk functions Utilize analytical tools and methodologies to support analysis of internal and external risk metrics Acts as an internal advisor/partner to CNB business units regarding ORM risk appetite matters (e.g. controls, best practices, and industry developments.) Enhance the Key Risk Indicator Dashboard, derived from risk-based analysis, for presentation to senior management committees Partner with RBC Enterprise and RBC Combined US Operations (CUSO) stakeholders to drive organizational alignment and maturity of the Operational RAM Program and practices Coordinate with external banking partners, Royal Bank of Canada (RBC) and other managed affiliates to fulfill regulatory reporting requirements Regularly prepares status reports, performance metrics, presentations and Bank-wide guidance in accordance with the program and financial industry regulations, ad-hoc and as requested by management Work with multiple business units to aggregate and analyze data and information, including holding stakeholders accountable for deliverable timeframes. Review and challenge action plans created by 1LOD to address breaches of risk appetite WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 7 years experience in the financial services sector Minimum 5 years of experience in Risk Management, ORM or Internal Audit Minimum 5 years of management or operational experience Additional Qualifications Prior experience with developing or enhancing risk appetite programs Quantitative analysis and data management experience desired. Must possess demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal and written communication skills. Extensive knowledge and experience with various reporting,analysis, and presentation tools including MS Excel, PowerPoint Experience with reporting tools desired. Ability to work independently WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000-$176,000. Exact compensation may vary based on skills, experience, and location. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-NK1
    $99k-176k yearly 15h ago
  • Third Party Risk Management Lead

    City National Bank 4.9company rating

    Remote or New York, NY job

    WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary. WHAT WILL YOU DO? In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of: Assist with the development and execution of an TPRM risk framework, policies and procedures Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments. Provide risk-consulting serves to first line third party risk managers for complex arrangements. Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators. Streamline processes for risk identification and assessment, control assessment, testing and issue management. Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes. Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency. Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs. Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary. Ensure appropriate escalate of issues to first line and senior management as required. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing. Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process. Additional Qualifications Comprehensive knowledge of third party and information technology risk management processes and methodologies Experience using third party risk management /Governance, Risk and Compliance (GRC) systems Experience assessing contracts, including master service agreements, statements of work, and license agreements. Experience assessing cloud servicing arrangements Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry) Currently hold or quickly obtain industry recognized third party risk management or vendor management certification Excellent oral and written communication skills; experience performing both detailed and executive-level documentation Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 15h ago
  • Auditor II- Treasury/Finance

    City National Bank 4.9company rating

    Remote or Jersey City, NJ job

    WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do Completes time sheets and expense reports in a timely manner. Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. Keeps informed of new services, products and events that have a significant technology and business impact. Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned. Assists the Senior Auditor and or Audit Manager in the development of the audit scope. Holds preliminary discussions and interviews with auditees prior to the beginning of the field work. Prepares narratives/flowcharts detailing internal controls of area audited. Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary. Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines. Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn. Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise. Contributes to the drafting of audit observation sheets and audit reports. Supports and or participates in audit exit meeting with management. Ensures written reports are properly prepared and formatted for distribution. Must-Have* Bachelor's Degree or equivalent Minimum 3 years experience in performing internal control audits and risk assessments required. Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required. Skills and Knowledge Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. Ability to work independently or under the guidance and supervision of a Senior Auditor. Strong verbal and written communication skills, to effectively present to peers and management. Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change. Understanding of internal auditing standards, COSO and risk assessment practices. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Prior financial services industry experience is a plus. Compensation Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB
    $60.5k-104.5k yearly 15h ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 1d ago
  • Travel Med/Surg Telemetry Nurse - $2,142 per week

    GLC On-The-Go 4.4company rating

    Garfield Heights, OH job

    GLC On-The-Go is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Garfield Heights, Ohio. Job Description & Requirements Specialty: Med Surg / Telemetry Discipline: RN Duration: 13 weeks 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: RN Med Surg, Telemetry - Garfield Heights, OH - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Med Surg, Telemetry where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Garfield Heights, OH Assignment Length: 13 weeks Start Date: 02/13/2026 End Date: 05/15/2026 Pay Range: $1,928 - $2,142 Minimum Requirements Active license in Med Surg, Telemetry 1 year full-time RN, Med Surg, Telemetry experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #487576. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: MS/Tele Registered Nurse About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $1.9k-2.1k weekly 2d ago
  • Strategic FP&A Principal, Global Ops - Hybrid 4/1

    Wellington Management Company 4.9company rating

    Remote or Boston, MA job

    A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000. #J-18808-Ljbffr
    $107k-143k yearly est. 5d ago
  • AI-Driven Growth & Brand Strategy Leader

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package. #J-18808-Ljbffr
    $38k-47k yearly est. 3d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Remote or Boston, MA job

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 5d ago
  • Community Development Administrative Assistant, Cleveland

    Dollar Bank, FSB 4.1company rating

    Cleveland, OH job

    The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: * High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. * Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. * Mortgage, credit counseling or lending experience preferred. * Knowledge of Bank operations, functions and organization preferred. * Must be proficient in Microsoft Office products (Candidate will be tested). * Communicate clearly and concisely, both orally and in writing. * Establish and maintain effective working relationships with those contacted in the course of work. * Strong interpersonal skills required. * The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. * A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: * Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. * Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. * Attend evening and weekend events as required * Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. * Review Home Ownership Program applications. * Actively researches for new community development partnerships that align with Community Development mission. * Order and review credit reports as requested. * Maintain updated filing/purging system to keep accurate count of program clients. * Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. * Manage database of new clients via computer and create customer records. * Assist Community Development Officer with clients and follow-ups as needed. * Work in conjunction with Marketing Department on departmental booklet ads for events. * Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. * Prepare for exams from the Office of the Comptroller of the Currency (OCC). * Verify/Investigate organizations as 501 (c3), non-profit. * Prepare and send notifications/official letters to approved organizations. * Assist VP with contribution budget preparation and monitoring. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 45,000-54,000
    $26k-32k yearly est. 3d ago
  • Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule. #J-18808-Ljbffr
    $100.8k-155.5k yearly 2d ago
  • Project Coordinator

    Blackrock Resources 4.4company rating

    Remote or Houston, TX job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Project Coordinator in Houston, TX $27 - $29/hr. Contract role with hybrid schedule (Monday, Tuesday, & Thursday in office, Wednesday & Friday work from home) We're seeking a detail-oriented Project Coordinator to support project teams by ensuring projects and programs are planned effectively, aligned with strategic objectives, and delivered against key performance metrics. This role partners closely with Project Managers and cross-functional teams to help manage scope, schedule, cost, and risk throughout the project lifecycle. What you'll do: Coordinate project activities to support the Project Manager in defining scope of work Develop, update, and maintain the Project Execution Plan (PEP) Support full project lifecycle activities including scope, budget, schedule, execution, and reporting in alignment with Project Delivery Standards Ensure approved scope and cost changes are incorporated into cost tracking and forecasting Coordinate and facilitate meetings and prepare weekly project status reports Maintain the project risk register and support development of risk management plans Partner with Project Schedulers and Project Controllers to align cost, risk, and schedule; identify variances and support corrective actions Compile project updates from team members and present them for PM review Assemble documentation for Gate Readiness and Assurance Reviews; prepare presentations as needed Support bid activities including SOW development, RFP coordination, and contract reviews Act as a liaison between project teams and functional groups to support effective execution Document supplier and contractor performance issues and partner with Quality teams to mitigate risks Support PHMSA reporting requirements as applicable Contribute to continuous improvement of project management tools and processes Maintain a strong focus on health, safety, and environmental compliance What we're looking for: Bachelor's degree in Engineering, Construction Management, or Project Management 1-3 years of industry experience (early career candidates encouraged) Strong organizational, communication, and coordination skills Ability to work independently while collaborating with cross-functional teams Experience with Microsoft Word, Excel, PowerPoint, and Windows-based tools Strategic mindset with the ability to identify risks, solve problems, and add value Curiosity, initiative, and a desire to grow within the energy industry Nice to have: * Exposure to project management, cost controls, or scheduling concepts * Database management, data modeling, or PowerBI experience This is an excellent opportunity for an early-career professional to gain broad project exposure, build foundational project management skills, and grow within a collaborative team environment. Interested candidates may send their resumes directly to Brandon at bgreen@blackrockres.com #LI-DNI
    $27-29 hourly 2d ago
  • Travel Psychiatric Inpatient Registered Nurse - $1,850 per week

    GLC On-The-Go 4.4company rating

    Dayton, OH job

    GLC On-The-Go is seeking a travel nurse RN Psychiatric for a travel nursing job in Dayton, Ohio. Job Description & Requirements Specialty: Psychiatric Discipline: RN Duration: 13 weeks 36 hours per week Shift: 12 hours, nights Employment Type: Travel Registered Nurse (RN) - Psychiatric Location: Dayton, OH Facility: Kindred Dayton Behavioral Health Assignment Details Contract Length: 13 weeks Shift: Nights Compensation Weekly Gross: $1,850 Breakdown: $20/hr taxable + $1,130 weekly stipend Overtime Rate: $48/hour Experience Requirements Minimum 2 years of recent inpatient psychiatric nursing experience Licensure & Certifications (REQUIRED) Active Ohio RN license or Multi-State Compact RN license BLS & ACLS certifications (American Heart Association only) CPI certification About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $20 hourly 2d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • Call Center Agent - National Bank

    Capital Management Services 3.8company rating

    Remote or Buffalo, NY job

    Customer Service / 1st Party Collections Representative Amherst/Williamsville, NY Full-time | In-office Capital Management Services, LP (CMS) is a compliance-focused, well-respected call center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank - working exclusively with current customers who are 2-90 days behind on their credit card payments. There is no cold calling or old debt involved. We're expanding and looking for professional, tech-savvy, and customer service-oriented team members to join us. Ideal candidates will be comfortable making outbound calls, navigating technology tools efficiently, and offering account solutions with empathy and professionalism. Why Work With CMS? $17.00/hr starting pay Guaranteed increases in your first year (minimum $18/hr within 12 months) $150 bonus after 60 days No weekend shifts Schedule: Start Date: February 2, 2026 Training: 3 weeks | Monday - Friday | 9:00 AM - 5:00 PM On-the-Job Training: 3 weeks | Monday - Friday | 1:00 PM - 10:00 PM Regular Schedule (Post Training): Monday - Friday | 10:00 AM - 7:00 PM No weekends required Responsibilities: Call current customers to remind them of recently missed payments Assist customers in understanding options to resolve their past-due balances Utilize technology systems for account updates and documentation Handle both outbound and inbound calls professionally Promote a positive customer experience and represent the bank's offerings Qualifications: Excellent verbal communication and active listening skills Strong customer service experience (retail, hospitality, or call center) 1st party collections, financial services, or debt resolution experience preferred Comfortable using computer systems and entering data accurately Typing proficiency Bilingual/multilingual skills are a plus Must be able to work in-office in Amherst, NY (14221) Benefits: Health, Dental, and Vision insurance 401(k) with company match Paid Time Off (PTO) On-the-job training & career development Work-from-home opportunities Employee referral bonuses Advancement opportunities Ready to grow your career in a supportive, professional environment? Join CMS and help make a difference - one customer at a time. #ZR We conduct a 7 year background check and drug screen for all potential hires.
    $17-18 hourly 1d ago
  • Investments Director: Strategy, Modeling & Team Leadership

    Phillips Edison & Company 4.2company rating

    Cincinnati, OH job

    A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth. #J-18808-Ljbffr
    $121k-165k yearly est. 2d ago
  • ORM - Risk Metrics Program Lead

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? This position will be responsible for supporting the development and operation of City National Bank's (CNB's) Operational Risk Management (ORM) Risk Metrics and Risk Appetite program. Responsibilities include managing ORM metric processes; developing ORM metrics and thresholds; creating/enhancing bank-wide ORM metrics reports; and facilitating the implementation and integration of ORM metrics and appetite principles across all levels of the bank. WHAT WILL YOU DO? Lead the development of CNB's ORM Risk Appetite Metrics and Statements across the first and second line Measure and report on bank ORM risk appetite metrics, including ORM concentration risk metrics, and solicit for key measures on the Bank's risk posture Participate in risk mitigation development to ensure that strategies are in place to maintain risk profile within established limits Establish capabilities and provide effective challenge and validation of key risk indicator results reported by business units Develop and report metrics consistent with bank's Enterprise and Operational Risk Management Frameworks and risk taxonomy, ensuring uniform reporting throughout all 2nd line risk functions Utilize analytical tools and methodologies to support analysis of internal and external risk metrics Acts as an internal advisor/partner to CNB business units regarding ORM risk appetite matters (e.g. controls, best practices, and industry developments.) Enhance the Key Risk Indicator Dashboard, derived from risk-based analysis, for presentation to senior management committees Partner with RBC Enterprise and RBC Combined US Operations (CUSO) stakeholders to drive organizational alignment and maturity of the Operational RAM Program and practices Coordinate with external banking partners, Royal Bank of Canada (RBC) and other managed affiliates to fulfill regulatory reporting requirements Regularly prepares status reports, performance metrics, presentations and Bank-wide guidance in accordance with the program and financial industry regulations, ad-hoc and as requested by management Work with multiple business units to aggregate and analyze data and information, including holding stakeholders accountable for deliverable timeframes. Review and challenge action plans created by 1LOD to address breaches of risk appetite WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 7 years experience in the financial services sector Minimum 5 years of experience in Risk Management, ORM or Internal Audit Minimum 5 years of management or operational experience Additional Qualifications Prior experience with developing or enhancing risk appetite programs Quantitative analysis and data management experience desired. Must possess demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal and written communication skills. Extensive knowledge and experience with various reporting,analysis, and presentation tools including MS Excel, PowerPoint Experience with reporting tools desired. Ability to work independently WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000-$176,000. Exact compensation may vary based on skills, experience, and location. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-NK1
    $99k-176k yearly 15h ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Cleveland Heights, OH job

    Pepper Pike, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $43k-56k yearly est. 2d ago

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Marietta Enterprises may also be known as or be related to Marietta Industrial Enterprises Inc and Marietta Enterprises.