Mauldin & Jenkins jobs in Birmingham, AL - 859 jobs
General Manager
Community Choice Financial Family of Brands 4.4
Birmingham, AL job
Your Opportunity:
General Manager Easy Money Birmingham, AL
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a fast-paced, customer-focused environment designed to inspire high-performance, growth, and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
This position has an hourly pay rate of $19.25 and is eligible for performance bonuses.
The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$19.3 hourly 2d ago
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Entry Level Proprietary Trader Position
T3 Trading Group 3.7
Birmingham, AL job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$54k-99k yearly est. Easy Apply 60d+ ago
Entry Level Management
Globe Life Liberty National Division 4.6
Birmingham, AL job
We are seeking a highly motivated and enthusiastic individual to join our team. The ideal candidate will possess strong communication and interpersonal skills, have a passion for sales, and a desire to succeed in the financial services industry. This is an exciting opportunity to build a successful career in sales with comprehensive training and support provided!Responsibilities
Develop and maintain relationships with both new and existing clients
Collaborate with team members to meet sales targets and provide exceptional customer service
Proactively generate leads and seek out new business opportunities
Manage a portfolio of accounts and ensure client satisfaction
Requirements
No experience
High school diploma or GED
Background Check
Driver License
Authorized to work in US
Weekdays
Day
Salary: $78,211.89 per year
$78.2k yearly 20h ago
Operations Officer (Assistant Branch Manager)
Gulf Coast Bank & Trust Company 4.1
Alabama job
Full-time Description
The Operations Officer performs Universal Banker duties and oversees day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented security measures.
Responsibilities
Opens/closes branch daily, prepares employee schedules and workflows, monitors branch cash general ledger accounts and recap sheet to ensure balance within stated cash limit, and monitors branch proof adjustment general ledger suspense account and clears entries.
Ensures daily processing of customer transactions and branch capture, including mail deposits and night depository transactions.
Ensures proper internal controls and compliance with all bank regulatory requirements.
Ensures branch employees properly handle confidential information, including passwords.
If the branch has an on-site ATM, ensures ATM is balanced and troubleshoot problems.
Ensures branch facilities are maintained by communicating needs with facility management.
Serves as security officer under the direction of Branch Manager by preparing and conducting monthly security meetings and ensuring all branch employees are knowledgeable of security equipment and procedures.
Serves as a mentor to Universal Bankers and works with Branch Manager to provide counseling to Universal Bankers when needed, including proper documentation and follow-up.
Works with Branch Manager to deploy resources that optimize individual/team performance.
Assumes the role of Branch Manager when he/she is unavailable.
Additional duties as defined in Universal Banker job description.
Performs additional duties and special projects as assigned.
Requirements
Skills/Experience/Education
High School diploma or equivalent and 2-5 years of consumer banking experience.
Platform and/or teller supervision and cash handling experience.
Knowledge of Regulatory and Compliance Laws and ability to maintain confidentiality.
Excellent customer service and written/oral communication skills.
Understanding of sales management processes and the importance of profiling and cross-selling.
Ability to multi-task, problem solve, mentor, delegate, and work independently or as a team.
Skilled in applicable software applications and office equipment.
Excellent attention to detail and ability to use Intranet/Internet to research and execute.
Essential Mental & Physical Requirements
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to read and interpret a document if required to perform the essential job functions.
Prolonged periods of sitting at a desk and working on a computer may be required.
Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
$84k-141k yearly est. 60d+ ago
External Reporting Analyst
Firstbank 4.6
Birmingham, AL job
Description This position can be located in either our downtown Nashville, TN office of our downtown Birmingham, AL office. The External Financial Reporting Analyst is responsible for assisting in the preparation of all external financial reporting materials filed with various regulators, including the SEC and the FDIC.Essential Duties and Responsibilities:
Assist with the preparation and filing of all external financial reporting with the SEC including Forms 10-K, 10-Q, and 8-K, and other SEC filings as necessary
Prepare financial statement disclosures, ensuring they are supported with clear and well-organized documentation including financial calculations and analyses
Support the preparation of regulatory, call report, earnings releases, and various internal reports
Conduct research on reporting requirements, accounting standards, and recommend accounting treatment for various transactions
Support the review of all external financial reports by the finance and accounting team, senior management, and the external auditors, providing supporting documentation as required and promptly addressing any questions or issues
Work in SharePoint to roll forward reporting calendar, documents and request lists
Coordinates with auditors and other third parties to provide request items from various sources internally
Manages internal request list for SEC filings, earnings releases and regulatory reporting
Assists in the preparation of the monthly financial reporting package
Experience working in FDICIA or SOX control environment
Ability to do ad hoc reporting
Qualifications:Education and/or Experience:
Bachelor's degree in Accounting
CPA or CPA eligible and pursuing
3-4 years of experience in public accounting or SEC reporting experience
Knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
Experience preparing financial statements and disclosures for financial institutions
Experience working with publicly traded financial institutions
Skills and Abilities:
Proficiency in Microsoft Excel and other Microsoft Office tools
Experience working with WDesk is a plus
Self-sufficient, highly organized and superb time management skills
Excellent communication and interpersonal skills, comfortable interfacing with people from different levels and functions in the organization
Team player who is able to operate effectively and work collaboratively in a fast paced, changing environment
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.
$59k-79k yearly est. Auto-Apply 15d ago
Client Specialist
Robert W. Baird & Co. Incorporated 4.7
Birmingham, AL job
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
* Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
* Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
* Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
* May schedule client appointments and/or conference room for appointments.
* Assemble/generate materials including paperwork and reports for client meetings.
* Understand and ensure business adherence with firm and financial industry regulatory policies.
* May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
* Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
* May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
* Seek ways to enhance FA(s) business effectiveness and marketability.
* Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
* May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
* May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
* Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
* 2+ years of prior industry and/or administrative work experience.
* Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
* Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
* Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
* Detail oriented with an emphasis on accuracy.
* Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
* Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
* Good analytical and critical problem-solving skills.
* Bachelor's degree preferred, not required.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$64k-92k yearly est. 16d ago
Detailer
Hyundai of Mobile 4.3
Mobile, AL job
We are a leading automotive dealership committed to providing an exceptional car-buying and service experience. We provide a positive, professional work environment, aggressive pay plans with career advancement opportunities, and the best training in the industry.
Job Summary:
The Detailer is responsible for ensuring vehicles are cleaned and prepared for delivery or display to customers. This role plays a crucial part in maintaining the overall appearance and quality of the vehicles.
Responsibilities:
Washing, waxing, and buffing vehicles
Vacuuming and steam cleaning interiors
Inspecting vehicles for cleanliness and any cosmetic defects
Applying touch-ups and minor repairs
Collaborating with the sales team to meet customer expectations
Requirements:
Attention to detail and ability to work efficiently
Physical stamina and ability to work in varying conditions
Excellent communication and teamwork skills
Valid driver's license
We offer best in class industry benefits:
Competitive pay
Medical, Dental and Vision Plans
Paid Holidays & PTO
Short and Long-Term Disability
Paid Life Insurance
401(k) Retirement Plan
Vehicle Purchase Discounts
Employee Discounts on Parts and Service Repairs
Aggressive Employee Referral Program with Bonus Opportunities
You must be at least 18 years of age to apply. We are an equal opportunity employer and a drug-free workplace.
$24k-30k yearly est. Auto-Apply 12d ago
Advisory | Accounting | Audit | Tax | Payroll
Itc Worldwide 4.7
Huntsville, AL job
About Us
ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience.
Responsibilities
* Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.
* Develop an understanding of the ITC audit automation approach and ERP tools.
* Assess risks and evaluate the client's internal control structure.
* Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues.
*Prepare financial statements under prescribed formats.
Required Skills and Qualifications
* Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance.
* You must have passed your ACCA, CPA, CFA, or CIMA exam.
N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent.
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Next Steps: Once you have completed the survey, please proceed with your job application as instructed.
Learn more:****************************************************************
$52k-66k yearly est. 60d+ ago
Corporate Mail & Document Management Processor
Protective Life 4.6
Birmingham, AL job
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
The Document Management Processor ensures swift and accurate processing of department faxes, e-mails, express mail, pending requirements, delivery requirements, checks for initial premium, new applications and other mail items as assigned to in-force, annuity or new business. This role will utilize multiple systems for research to accurately and quickly identify, classify and electronically route mail to the proper location, i.e. the proper team or department. The ideal candidate is adaptable to new and changing situations and is proficient working with multiple processing functions and strict service level agreements (SLA) in a given workday. Knowledge & Experience:
Proficient in computer and keyboard skills; type 35-50 WPM accurately for efficient data entry.
Working knowledge of Microsoft Excel and Word.
Experience handling electronic documents, attachments, and administrative systems.
1-2 years of office experience with customer interaction and strong communication skills.
Detail-oriented when managing complex policy number configurations.
Abilities:
Ability to quickly learn new equipment, software, processes, and procedures.
Strong multitasking, analytical, and problem-solving skills with effective written and oral communication.
Proven capacity to work under pressure, meet deadlines, and maintain professionalism in stressful conditions.
Adaptable to changing priorities while ensuring work continues efficiently; excellent data entry skills.
Physical ability to lift up to 30 pounds as required.
Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
$27k-33k yearly est. Auto-Apply 20d ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Mobile, AL job
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 clients 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 and clients. 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.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service, problem resolution, and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
$41k-71k yearly est. 17d ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co 4.8
Birmingham, AL job
JobID: 210690291 JobSchedule: Full time JobShift: : If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
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Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$57k-93k yearly est. Auto-Apply 3d ago
Loan Officer Intern - Summer 2026 (Opelika, AL)
Farm Credit Services of America 4.7
Opelika, AL job
The First South Farm Credit Summer Internship Program allows students to spend their summer working with our leading agricultural lenders. First South interns will work alongside our Loan Officers to advance skills in finance, sales, marketing, and customer service. Interns will be able to apply business skills in a real world environment, expand your network of professional contacts, and gain valuable experience with an industry leader. The internship will last tentatively from May 28 - July 31.
LEARNING OBJECTIVES
• Industry Knowledge. Learn about the Farm Credit System and First South Farm Credit's operation, products and services, and primary job functions.
• Business Development. Develop the skills necessary to effectively promote our business by understanding how to market products and services.
• Financial Analysis. Discover how to make sound credit decisions by understanding balance sheets and income statements, learning key ratios and their importance in the decision process, and reviewing and interpreting credit reports.
• Customer Relationship Management. Understand how to service existing customers by participating in the loan application process, loan closings, and farm visits.
• Project Management. Utilize project management tools to plan, lead, and deliver projects at both the association and branch levels.
• Career Skills. Learn more about individual skills and competencies and the impact they will have on your career plan.
LOCATION
First South will hire a total of two (2) interns in Opelika, Alabama. Interns may be able to work in a branch office closest to their residence (permanent or college residence) depending upon availability.
We offer fulfilling opportunities for successful professionals in all areas of business, including: accounting and operations, appraisal, credit, lending, customer service, and a variety of management and administrative roles. We seek highly motivated, lifelong learners who want to make a difference in a team-oriented environment.
$23k-29k yearly est. Auto-Apply 60d+ ago
Contractor And Industrial Representative -Major Projects - South East Region
3M 4.6
Montgomery, AL job
**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ The MPR is the project manager for their assigned regions.
+ Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results.
+ The MPR must be proficient in the use of Salesforce tool.
+ The MPR has a role in both the specification of and the direct "hands on" project work at the job site.
+ The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions.
+ The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects.
+ The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's
+ The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies.
+ The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep.
**Company Vehicle**
This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start) from an accredited university.
+ Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment
+ Five (5) years of technical experience with medium voltage cable accessories
+ Current, valid Driver's License.
Additional qualifications that could help you succeed even further in this role include:
+ Master's degree in electrical engineering discipline from an accredited institution
+ Experience managing multiple projects simultaneously
+ Experience managing and leading highly technical training sessions
**Work location: Remote, field based (South East-Region** **GA, AL, FL, MS** )
**Travel: May include up to** **50% domestic**
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
$42k-68k yearly est. 51d ago
Consultant, Loss Control
Nationwide 4.5
Alabama job
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Nationwide Insurance is the 8th largest commercial carrier. Our Loss Control Services organization has over 100 Loss Control associates and technical staff. Our commercial portfolio of accounts consists of traditional, middle market and national accounts. Business segments include: contractors, manufacturing, real estate management, service industries, retailers, etc. We are seeking a Consultant, Loss Control who will have responsibilities for Texas. The qualified candidate will ideally reside in or around central Texas.
We are seeking an individual with multi-line commercial insurance industry experience to complete loss control surveys and provide ongoing consulting service to middle market commercial accounts. Ideal candidates will have strong experience with property and manufacturing. This position is a key resource for the evaluation of new and prospective business, contributes to the profitability and retention of current business, and provides consulting services to commercial accounts.
Strong relationship, marketing and consulting skills required to interact with underwriting, agents, members, managers, third parties and team members. Strong written and verbal communication skills, ability to operate a personal computer and other business equipment, prioritize work, and meet deadlines. Refer to Loss Control job documentation for additional requirements.
#LI-TH1
Summary
The Loss Control Services team at Nationwide contributes to the overall success of our customers' businesses operationally and financially; we learn and grow with them. If you thrive in an environment where you can apply your expertise and experience to help business partners succeed, this could be the job for you!
As a Loss Control Consultant, you'll provide services to a large portfolio of complex accounts in multiple lines of business, influencing profitability, retention and creating a valued customer experience within a collaborative environment. We'll count on you to determine effective controls, make improvement recommendations and differentiate classes of business. You'll have the opportunity to make a difference for our customers and company as you build and grow internal and external relationships, while continually growing your skills and expertise.
Job Description
Key Responsibilities:
* Provides services to influence profitability and retention. Creates and recommends service objectives based upon customer goals, risk assessment results and loss analysis.
* Meets with customers to identify hazards and exposures by conducting complex risk assessments to determine the effectiveness of controls and identify technically sound recommendations for risk improvement. Assigns an appropriate line of business rating based on professional judgment and company guidance.
* Researches customer's operations, industry and technical information to prepare for site surveys, service work, meetings, presentations and projects.
* Applies the highest-level technical expertise to help lead as a subject matter expert for at least one line of business or practice.
* Builds and maintains strong relationships customers and business partners. Functions as an ongoing resource and contact person with a high level of expertise.
* Consults with customers, providing observations, solutions and support to meet business needs. Creates and recommends service objectives based on customer goal assessments and loss analysis. Identifies service opportunities based on loss trends and other data.
* Communicates technical information effectively both verbally and in writing through preparation of technical reports in a state-of-the-art workflow environment.
* Interacts with internal and external customers, leadership, peers and subject matter experts in a collaborative environment to gather and share information that helps our customers succeed.
* Creates, presents and coordinates technical training and publications for internal and external customers.
* Actively participates in career development activities and training.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director. Typically, does not have direct reports.
Typical Skills and Experiences:
Education: Bachelor's degree in safety, science, engineering, fire protection or construction management preferred.
License/Certification/Designation: A minimum of one of the following designations, such as Certified Safety Professional (CSP), Certified Director of Safety (CDS) or Associate of Risk Management (ARM) and others. Associates must acquire all required state certifications.
Experience: Typically, 10 or more years of commercial loss control or related experience preferred.
Knowledge, Abilities and Skills: General knowledge of safety and risk management practices and principles, including regulatory (Occupational Safety and Health Administration [OSHA], Department of Transportation [DOT], etc.) and national consensus standards (NFPA, etc.) preferred. Complete understanding of the commercial insurance business process, the ability to market services and influence others of a course of action. Good verbal and written communication skills to interact with all levels of internal and external contacts. Must possess a desire to learn, grow and develop skills. Ability to prioritize work and time. Ability to operate a personal computer and learn/use applicable systems.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Must be able to climb, stoop, bend, balance on various heights, crawl and lift 50 lbs, use PPE when required and conduct physical site surveys in inclement weather and physical environments. May require relocation. This is a field-based position. May require frequent and overnight travel. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Safety Sensitive: This job has been identified as a Safety Sensitive (SS) position and in accordance with our substance free work place program may be subject to random alcohol and other drug testing.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
$76k-93k yearly est. Auto-Apply 60d+ ago
Community Banker
First Horizon 3.9
Mobile, AL job
Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts.
Key Responsibilities Include
Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Cross-sells retail, investment, financial, and estate planning services.
Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
Builds and maintains a portfolio mix of targeted high value and high potential clients.
Performs all other duties as assigned
Qualifications Include
Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of
education and experience
Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Excellent presentation, verbal and written communication skills.
Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
Microsoft Office suite
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
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LinkedIn
Instagram
YouTube
$24k-28k yearly est. 60d+ ago
Member Service Consultant
Max Credit Union 3.2
Montgomery, AL job
At MAX Credit Union, our culture is built on
simplicity, integrity, and hospitality
. As a Member Service Consultant, you'll be the trusted guide who helps members navigate their financial journey with clarity and care. Whether opening accounts, educating on digital tools, or offering tailored solutions, you'll embody our commitment to making banking easy, honest, and personal-creating experiences that build lasting relationships and member confidence.
We value our team and offer a competitive benefits package that includes:
Comprehensive health and dental coverage
200% employer 401k match!
Access to pharmacy and wellness programs
Supportive work environment with recognition for outstanding service
and
more
!
Role:
The Member Service Consultant (MSC) is responsible for delivering exceptional service to current and potential members by understanding their needs, offering appropriate Credit Union products and services, and supporting them through every stage of the member journey. This role requires a high degree of organization, interpersonal influence, attention to detail, and a commitment to creating positive, solutions-focused experiences. The MSC serves as a key representative of the Credit Union's values and service culture, ensuring every interaction is personal, professional, and productive.
Essential Functions & Responsibilities:
• Proactively engages with members to identify needs and offer tailored solutions that align with their financial goals.
• Opens new accounts while clearly explaining available products, services, and required disclosures.
• Educates members on self-service options including Online Banking, Mobile Banking, and Debit/ATM card access.
• Fosters long-term member relationships by promoting trust, credibility, and satisfaction with each interaction.
• Accurately assists members in completing necessary documentation for services such as direct deposit, stop payment orders, payroll deductions, and fraud claims.
• Handles member inquiries and requests via mail, phone, or in person, ensuring all responses are compliant with policies and delivered in a timely, empathetic manner.
• Escalates complex member issues appropriately while ensuring a seamless handoff and follow-up.
• Maintains a comprehensive understanding of Credit Union products, services, promotions, and policies.
• Effectively cross-offers appropriate solutions and educates members on financial tools that enhance their banking experience.
• Tracks member engagement and opportunities through CRM tools or assigned systems.
• Assists with branch responsibilities including receptionist and front-line representative coverage on a rotating basis to maintain operational proficiency.
• Supports operational efficiency by adhering to established policies, procedures, and security protocols.
• Maintains accurate records and completes administrative tasks related to member servicing.
• Collaborates effectively with team members, supporting a positive, inclusive, and solutions-oriented work environment.
• Contributes to team success through participation in meetings, sharing feedback, and supporting process improvements.
• Maintains a member first mindset.
• Upholds core values and builds team member and customer relationships.
• Completes all training as required.
• Performs other duties as assigned.
$26k-31k yearly est. 15d ago
Portfolio Manager Team Lead - Specialized Industries
First Horizon Corp 3.9
Alabama job
The Portfolio Management Team Lead: Specialized position leads and manages an existing team of Portfolio Managers and Credit Analysts for the Transportation & Logistics industry vertical. The candidate will provide direct management to a team of Portfolio Managers and Credit Analysts and work closely with business line partners and relationship managers to manage and grow the specialized industry loan portfolio. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for the loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of credit analysis and risk management are preferred. The candidate must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment.
Key Responsibilities Include
* Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts.
* Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal.
* Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level.
* Completes regular monitoring of portfolio management reports, keeping LOB leader apprised of portfolio management metrics and performance.
* Leads commercial portfolio management meetings, including Asset Quality Meetings.
* Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met.
Portfolio Management Responsibilities Include:
* Leads the analysis, underwriting, origination, and portfolio management of loans.
* Utilizes loan structuring, risk identification, and risk mitigation skills.
* Understands and applies the Bank's risk grading methodology, approach and credit appetite across the portfolio.
* Manages complex relationships with ability to understand cash flow and repayment sources.
* Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities.
* Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation.
* Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner.
Qualifications Include
* Minimum 6 years of corporate or commercial underwriting and portfolio management experience.
* Bachelor's degree in business, finance or related field required.
* Ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals.
* Ability to understand and communicate information and ideas in a clear manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects, and clients.
* Very strong credit, analytical, organizational, and communication skills.
* Manage and coach a team with varying degree of skillsets and backgrounds.
* Ability to become the expert leader in regulatory matters and bank commercial loan policy.
* Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$96k-128k yearly est. 10d ago
Intern - Commercial Banking - Alabama
Valley National Bancorp 4.9
Birmingham, AL job
Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank.
* Learn about our treasury management process.
* Assist Retail and Lending with analysis of new market.
* Assist in identifying opportunities for sales in new market.
Required Skills:
* Excellent verbal and written communications skills.
* Proficiency in Microsoft Office product suite.
* Detail oriented and organized.
* Ability to work independently or in a team setting. Problem solving skills.
* Displays a high level of confidentiality.
Required Experience:
* High school diploma or GED.
* Enrollment in a 2 or 4-year degree program.
* Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.
$58k-79k yearly est. 12d ago
Private Client Banker - Taylor Rd (New Build) - Montgomery, AL
Jpmorgan Chase & Co 4.8
Montgomery, AL job
JobID: 210687277 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$87k-113k yearly est. Auto-Apply 37d ago
Business System Manager - Default Services
First Horizon Bank 3.9
Birmingham, AL job
**Location:** Onsite at locations Memphis, TN., Houston, TX., Irving, TX., Metairie, LA., Lafayette, LA., Birmingham, AL., Charlotte, NC., and Knoxville, TN. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time.
The Business System Manager (BSM) serves as the central point of contact for the management and oversight of systems used by our Default Servicing team and Lending Services team, including the pay-by-phone system. The BSM is accountable to all associates and stakeholders whose work is impacted by these systems. While this position does not require deep technical expertise, it does require a solid understanding of business system and comfort working with technology platforms and vendors. Prior experience with collections or collections systems is essential. The BSM is responsible for the daily operation of a variety of business systems, overseeing business requirements, defect tracking, communications, system access management, user-acceptance testing, and production certification. This associate plays a key role in identifying solutions for production problems, managing system conversions and de-conversions, supporting new products and enhancements, and ensuring compliance with regulatory changes. The BSM is the primary contact for all business function issues or system affecting supported areas.
The BSM partners closely with the Operations department managers to achieve agreed-upon business objectives, translating those objectives into actionable system requirements in collaboration with the Technology business teams. This associate designs and refines business processes, drives initiatives, and is actively involved in implementation efforts, providing reporting and analysis as needed. The ideal candidate demonstrates exceptional client-focused service, analytical skills, project management expertise, and the ability to remain composed and solution-oriented in a dynamic environment.
**Essential Duties and Responsibilities:**
**Consultation and Analysis**
· Drives initiatives and has primary responsibility for approving business requirements
· Manages definition of business case and approves business requirements and functional designs for system enhancements
· Considers impact to vendor, workflow of existing processes and other related systems
· Uses analytical skills to streamline business processes
· Understands and applies limitations and unique advantages of existing enterprise capabilities
· Analyzes marketplace, industry, company and technology trends and best practices
· Influences external business partners and service providers regarding priorities, software selection, vendor selection, etc.
· Designs and documents business processes to improve efficiency
· Actively listens and interprets requirements and specifications to ensure optimal functional designs and identify potential issues and shortfalls
· Develops solutions to business problems or new business requirements
· Creates maps of current and future processes
· Manages system SLAs, Disaster Recovery and Business Continuity, and user access
· Serves as primary subject matter expert contact for the system
· Defines and drives system strategy to align with organizational strategies
· Researches and analyzes the root cause of system issues
**Execution**
· Manages multiple initiatives effectively
· Interfaces with technical and non-technical contributors to ensure that deliverables accurately meet business line's goals
· Develops detailed plans and timelines
· Produces system-related job aids and provides training content for training facilitators
· Performs and coordinates User Acceptance Testing
· Reviews and approves Quality Assurance test plans
· Performs or scheduled production certification
**Communication**
**·** Relates well with all levels of the organization and builds appropriate rapport
· Builds positive relationships with external business partners through personal integrity and through added value as evidenced in project outcomes
· Manages end-user system communications
· Communicates with manager proactively regarding any capacity issues or opportunities
**Knowledge:**
**·** Knowledge of loan operations and default servicing including consumer, commercial and credit cards
· Understanding of business processes and functions for the lifecycle of consumer and commercial loans
· Awareness of regulatory environment and implications
· Experience with ACI or CGI collections and payment systems
**Education and/or Work Experience Requirements:**
+ Excellent computer proficiency (MS Office - Word, Excel, and Outlook)
+ Must be able to work under pressure and meet deadlines, while maintaining a commitment to quality and providing exemplary service
+ Excellent organizational, analytical, and customer service skills
+ Bachelor's degree or related experience
+ 5 or more years system implementation and/or operations experience
+ System implementation and/or loan operations experience preferred
**Skills:**
+ Strong ability to establish mutual understanding and effective working relationships with associates across business areas
+ Demonstrated decision-making skills, including the ability to act with incomplete information
+ Skilled at envisioning and articulating future scenarios and strategies at a high level
+ Able to communicate honestly and constructively, presenting unvarnished truths in a professional and helpful way
+ Excellent verbal and written communication skills, with the ability to tailor messages for diverse audiences
+ Experience with project management or business analysis is beneficial
+ Proficient in organizing, prioritizing, and managing multiple work streams simultaneously
+ Skilled in gathering, documenting, and translating business requirements for technology partners
**Abilities:**
+ Quickly assess and understand complex situations and system impacts
+ Break down problems into manageable details for effective analysis and resolution
+ Influence and collaborate with associates and business partners, even without formal reporting authority
+ Monitor, interpret, and communicate detailed findings to business and technical partners
+ Clearly communicate ideas, concepts, and recommendations to associates at all levels
+ Adapt readily to change and shifting priorities within a dynamic operational environment
+ Travel as necessary to meet project and stakeholder needs
**Physical Requirements:**
+ Basic keyboarding or other repetitive motions
+ Lifting/pushing objects
+ Must be able to talk, listen and speak clearly on telephone
+ Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standard, including meeting qualitative and/or quantitative productivity standards.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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