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MBE CPAs Part Time jobs - 590 jobs

  • Tax Manager

    MBE CPAs 4.0company rating

    Marshfield, WI jobs

    Job Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Kayla Schaller-Greenwood, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
    $66k-85k yearly est. 2d ago
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  • Tax Manager

    MBE CPAs 4.0company rating

    Wausau, WI jobs

    Job Description What's the role? Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to client within expected timelines. This includes: Preparing payroll, tax, and business records and reports. Preparing corporate and individual tax returns. Building new and strengthening existing client relationships while demonstrating basic knowledge of clients' businesses. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Bachelor's Degree in Accounting highly desired or equivalent work experience. CPA certification highly desired or ability to attain. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed. Relocation packages including ability to work remotely during transition to area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members! So how can I be considered for these opportunities? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Kayla Schaller-Greenwood, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
    $66k-86k yearly est. 2d ago
  • Customer Consultant I PT 20

    Alpine Bank 4.4company rating

    Grand Junction, CO jobs

    General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Regular and reliable attendance is required as an essential function of this position. Answers the phones for the bank location. Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. Performs general maintenance of customer accounts such as address changes and check orders. Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. Performs customer requested research, including printing statements and check copies. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Skill in understanding customer needs and delivering unsurpassed customer service. Understanding and application of banking compliance regulations. Ability to rely on instructions and pre-established guidelines to perform the functions of the job. Effectively manages one's time and resources to ensure that work is completed efficiently. Strong verbal and written communication skills. Knowledge of and comfortable using internet software. Maintains confidentiality. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Experience: Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.
    $18-23 hourly 58d ago
  • Technical Product Consultant

    BMO Financial Group 4.7company rating

    Wisconsin jobs

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so that business goals are achieved or exceeded. + Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. + Support technical implementation, including system configuration, testing, and integrations. + Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). + Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams. + Participates on client calls as required. + Addresses customer services issues according to established guidelines, escalating as required. + Develops solutions for customer issues, engaging multiple stakeholders as required. + Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. + Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. + Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5+ years in Trade Finance or Supply Chain Solutions Products. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Project Management + Problem-Solving + Detail-Oriented + People Management + Stakeholder Management + Strategic Thinking **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly 18d ago
  • Portfolio Analyst

    American AG Credit 4.4company rating

    Greeley, CO jobs

    Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams. Benefits offered by American AgCredit: * Commitment to agriculture and the communities we serve * Family friendly work environment * Investment in employee development * Medical, Dental and Vision coverage * Outstanding 401k - automatic 3% employer contribution, plus match up to 6% * Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time) * Competitive Incentive Compensation Plan * Disability & Life Insurance * Employee mental, physical, and financial wellness programs * The position is bonus eligible based on association and personal performance Position will be posted until filled. BASIC FUNCTION: The Portfolio Analyst is responsible for analyzing and evaluating numerous or large and complex commercial and/or real estate loan application; servicing commercial and/or real estate loans by frequent contact with customers; and actively pursuing new business through organized marketing and business development programs. May be responsible for management of existing designated loan portfolio; renewal operating loans and term loans. ESSENTIAL DUTIES: * Interview loan applicants; prepare loan applications, financial statements and budgets. * Prepare spreadsheets of financial statements, e.g., balance sheets and income statements. * Input all required data into the loan origination and loan processing systems. * Review all pertinent credit and financial information; determine the need for more thorough investigation or additional information; analyze information statement and related material; prepare summaries, present facts, and offer opinions concerning credit-worthiness. * Analyzing loan applications and supporting documents. Recommend approval or denial of loans, or approve/deny loans within lending authority. * Determine and review legal documentation. * Verify financial statements, review credit reports, and collect relevant data. * Communicate Association credit philosophy and stock requirements to customer. Communicate and promote the availability of loan products and other financially related services. * Prepare loan servicing actions and follow-up on assigned loan portfolio. Interact with title companies. * Monitor loan process. Provide backup to loan officers on customer service issues and respond independently to requests for information and assistance. * Conduct collateral inspections. * Represent the Association at public functions. * Conducts credit training and development programs for staff. * May serve as a member of the employee loan committee or participate in loan committee meetings. * Perform other duties assigned. LEVELS OF SUPERVISION EXERCISED AND RECEIVED: Exercises no supervision; makes independent decisions; works under general supervision of VP-Regional Credit Underwriting, or designee. TYPICAL EDUCATION AND EXPERIENCE: * At least eight years progressively responsible banking or related agricultural lending experience. * BA/BS degree with emphasis on agribusiness, business administration, or equivalent. * Strong credit and analytical skills. Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures. * Knowledge of FCA regulations, association, and district policies and procedures. * Demonstrated proficiency in organizing and prioritizing work to meet deadlines. * Strong written and verbal communication skills. * Strong persuasive and interpersonal skills. * Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software. * Provides training to credit staff and may serve as a member of or participate in loan committee meetings. JOB REQUIREMENTS: Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite. PAY RANGE: Minimum $71,138.70 - Max $123,959.18 Annual This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class. * Reflected is the national base pay range and title offered for this job at the current level. * Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location. * Salary offered, within the applicable range, is one component of the total rewards package offered to candidates. All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants. American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above. If you need assistance or an accommodation due to a disability, you may contact us at ***************.
    $71.1k-124k yearly Auto-Apply 8d ago
  • Mortgage License Trainee

    New American Funding 4.2company rating

    Scottsdale, AZ jobs

    Mortgage License Trainee (30-Day Licensing Program) Starting Pay - $20/hr About the Role New American Funding (NAF) is seeking motivated, career-driven individuals to join our team as Mortgage License Trainees. This is a part-time, 30-day role designed to help you successfully complete the required 20-hour NMLS pre-licensing course and pass the NMLS exam-at no cost to you. This program is the first step toward launching a long-term career with New American Funding as a licensed mortgage professional. What We Provide New American Funding fully supports your path toward licensure, offering: * 100% paid licensing costs, including: * 20-hour NMLS course * NMLS test fee * State-specific licensing fees (as applicable) * On-site guidance and support throughout the full training period * A structured pathway directly into a full-time licensed role After the Program Upon successfully passing the NMLS exam, candidates will be converted into full-time employees with New American Funding. Newly licensed employees will move into a full-time mortgage role with opportunities for comprehensive training, competitive pay, and long-term career growth. Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: * Attend all on-site training sessions at a NAF location * Complete the 20-hour NMLS pre-licensing course provided by NAF * Study material and prepare for the nationwide NMLS SAFE Test * Take and pass the NMLS exam * Maintain consistent attendance and engagement throughout the program Qualifications * Strong desire to build a career in mortgage lending or financial services * Ability to commit to part-time, on-site attendance during the 30-day training period * Excellent communication skills and willingness to learn * Strong time management and study discipline * High school diploma or equivalent * Ability to pass the NMLS-required background check, and credit check Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.[EOE/M/F/D/V. Drug-free workplace.] #LI-DN1 Responsibilities What You'll Do During the 30-day licensing period, your responsibilities are simple and focused: - Attend all on-site training sessions at a NAF location - Complete the 20-hour NMLS pre-licensing course provided by NAF - Study material and prepare for the nationwide NMLS SAFE Test - Take and pass the NMLS exam - Maintain consistent attendance and engagement throughout the program
    $20 hourly Auto-Apply 59d ago
  • Community Assistant - Entrada Real

    American Campus Communities 4.2company rating

    Tucson, AZ jobs

    Application Deadline: 4 February 2026 Department: Property CA/RA Employment Type: Fixed Term - Part Time Reporting To: Resident Experience Manager Description The Community Assistant assists property management in selling and leasing the property to prospective residents and parents and helps to offer current residents and parents with a dynamic and enhanced living experience through excellent customer service and dedication to American Campus Basic Operating Standards and Systems (BOSS). A degree or certificate program must be in progress from an accredited college or university while in this position. Critical Duties: * Conduct all functions necessary to close the sale, including making appointments, generating new leads, conducting tours, maintaining show rooms, and completing any required prospect follow-up in a timely and accurate manner. * Understand, support, and abide by all American Campus Communities policies and procedures while providing unparalleled customer service and respect for residents. * Work a structured administrative shift in the office each week as determined by your supervisor which may include evenings, weekdays, weekends, and/or holidays. * Work assigned "Community Assistant On-Call" shifts, which may include, weekdays, weekends, and/or holidays. These shifts may take place at any point during the day, evening, and/or overnight and are a required part of the Community Assistant position. * Participate fully in the Turn, Move-In, and Move-Out processes. Essential Duties: (other duties may be assigned) Leasing and Marketing: * Give leasing tours, answer leasing phone calls and process online inquiries. * Fully and accurately complete a guest card for each prospective resident contact, whether by phone or in person. * Enter prospective resident information into the Salesforce leasing management system in a timely and accurate manner. * Participate in orientation marketing, housing fairs, open houses, social media initiatives and other community events. Assist with the implementation of renewal marketing campaign elements, including renewal events. Enthusiastically assists with the implementation of off-site marketing efforts on campus, in the community, and at special events. * Plan and execute social media strategies, creating, and publishing content to a variety of platforms, and interacting with the resident communities and/or identified target audiences. * Projects a favorable image of the community to achieve property objectives, public recognition, and a positive reputation within the local community. Basic Operating Standards and Systems (Clean): * Comes to work in appropriate attire as outlined by ACC standards and the General Manager. * At all times, assists in keeping the community clean by surveying common areas regularly for cleanliness, appearance, and working order. * At all times, immediately reports any life safety hazard or maintenance concern encountered on the property. Basic Operating Standards and Systems (Community): * Become acquainted with residents living at the property while serving as a resource for both residents and parents concerning the property, the local University and/or College, and greater community. * Enthusiastically participate in and promote ACC programming and initiatives. * Respond to and document behaviors of residents that violate the law or the ACC lease agreement. * Understand, communicate, and enforce community safety, emergency, and fire evacuation policies and procedures, providing emergency response and referral services and resources. * Encourage the respect and appreciation of individual differences. * Mediate conflict and help residents to create a respectful living community. Basic Operating Standards and Systems (Customer Service): * Exhibit a welcoming and professional attitude at all times when interacting with prospective residents and parents, and current residents and parents. * Appropriately act as a resource for all customers when confronted with a customer service concern. * Be familiar with the general maintenance policies and procedures and be available to assist in after hours maintenance emergencies. Be A Team Player: * Place a high priority on availability for CA scheduling when considering other extracurricular opportunities. Attend, and constructively contribute to, all weekly staff meetings and any special/emergency meetings. Participate in all staff training and orientation which may include evenings, weekdays, and/or weekends. Participate in recruitment, selection, and training of all new staff members as requested by the GM which may include evenings, weekdays, and/or weekends. Maintain a professional attitude and manner in your work relationships. * Model and encourage a positive attitude among staff. Perform Administrative Tasks: * Complete room/apartment inventories, key checks and common area inventories as assigned. Complete and submit required reports. Distribute materials and messages from or approved by the GM in a timely manner and/or by the assigned completion date. Facilitate the administration of the Community Service Survey. * Accurately conduct student census as needed. Turn * Available to work as scheduled/needed during Turn, Move-In, and Move-Out. This schedule may consist of multiple days in a row and/or extended hours. * Participate fully in the preparation and administration of Turn, Move-In, and Move-Out. * Participate in the make-ready of units to include, but not limited to, removing trash, assisting in identifying/documenting damages, assisting as directed in cleaning, painting, assembling/moving furniture, small repairs such as lightbulb replacement, caulking, etc. * Participate in the maintenance of the grounds, clubhouse, office, and other common areas such as hallways/breezeways, elevators, etc. This may include, but is not limited to, picking up trash, assisting as directed in cleaning, painting, basic landscaping, etc. * As directed/assigned, escort vendors throughout the community the necessary location and stay with them until the project is finished or otherwise directed. American Campus Communities Culture Commitments * Our people are devoted to a culture of inclusion, diversity, and equality in the workplace and our communities. We are committed to intentionally executing an evolving set of goals specific to inclusion, diversity, and accountability, driven by empathetic leadership, and embraced by all. * The core of American Campus culture involves everyone being fully invested in everything that we do down to picking up the smallest piece of trash. No matter their position or duration at any given property, everyone picks up trash because we take pride in our community. * Serve as an American Campus representative and liaison in all interactions. * Certain activities involved in this position may be photographed and/or video and audio recorded for quality control and/or training purposes. Compliance with the Photo, Video and Voice Recording Policy is a condition of employment. Education & Expectations Education/Experience: * Graduate, Bachelor's, or Associates degree or diploma in progress from an accredited college or university. Scheduling: * Available to work regularly assigned office and on-call shifts - weekdays and weekends based on academic schedule availability. * Periodically work events that may occur in the evenings and/or on weekends.
    $25k-36k yearly est. 9d ago
  • Manager/Managing Consultant, Business Development-Restaurants

    Mastercard 4.7company rating

    Denver, CO jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build_ _a sustainable economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Manager/Managing Consultant, Business Development-Restaurants Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the Restaurant segment. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role - Responsible for business development and ongoing account ownership Services within the Restaurants vertical with direct revenue, account ownership and sales responsibilities - Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite - Responsible for driving coordination within Demand Generation, Marketing, Solutions, and Product teams across Services business lines and value propositions, focused on the restaurant client vertical in the US - Responsible for setting the commercial agenda for assigned territory - Will partner with Retail, Drug & Grocery, Restaurant, and Travel & Hospitality segment leads of Mastercard US Market Development to develop a plan to support their strategic imperatives and revenue objectives - Will collaborate closely with delivery teams to optimize go to market efforts and to ensure best-in-class value delivery All About You - Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise - Proven track record of meeting or exceeding sales quota - Ability to own and drive end to end sales from initial prospecting through signed contract - Collaborative attitude with an understanding of how to win as a team - Preferred consulting, software platform, and / or data driven solution selling background in addition to existing contacts in the Restaurant vertical - Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues - Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Job Posting Window** Posting windows may change based on the volume of applications received and business necessity. Candidates are encouraged to apply expeditiously.
    $121k-151k yearly est. 9d ago
  • Activation Intern, Summer 2026 (10 Weeks) Phoenix, AZ

    BMO Harris Bank 4.1company rating

    Phoenix, AZ jobs

    Application Deadline: 02/19/2026 Address: 1850 N Central Ave, Suite 1500 Job Family Group: Marketing As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. If you are high energy, enjoy speaking to people and extroverted, this role is for you! Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ***************************************************** Contributes to the efficient and effective operations of marketing projects, programs and events. Performs a variety of tasks and provides support to the marketing team ensuring that operational processes are followed. Assists with the planning and execution of special projects, events and conferences. Supports the planning, development, production and delivery of marketing solutions. Works collaboratively with key stakeholders to ensure timelines are met and marketing collateral is aligned with brand standards and product positioning. Builds effective relationships with internal/external stakeholders as required. Maintains/updates internal web content, presentations and sales aids with current information. Coordinates processes for translation and regulatory approval of materials. Supports the production of products and marketing solutions to include communications, articles, presentations and sales tools. Supports the development, production and distribution of marketing collateral, and manages inventories of materials. Updates, tracks and maintains team schedules, marketing budgets and marketing inventory. Executes work to deliver timely, accurate, and efficient service. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable. College diploma in Marketing or Communications preferred. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 6d ago
  • Business Banking Relationship Manager

    BMO Financial Group 4.7company rating

    Madison, WI jobs

    Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + Technical proficiency gained through education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Salary:** $51,800.00 - $95,900.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly 7d ago
  • Lien Documentation Specialist

    National Exchange Bank & Trust 3.7company rating

    Fond du Lac, WI jobs

    Job Description Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Lien Documentation Specialist, you will verify the accuracy of installment loan data, collateral lien perfection, titling and UCC controls. You will also release collateral per procedural requests; answer incoming phone calls as assigned and perform other miscellaneous departmental duties as may be needed. Skills & Attributes The following skills and attributes are needed to be successful in your banking career as a Lien Documentation Specialist: Ability to interact collaboratively and productively to establish and maintain effective working relationships. Strong attention to detail. Ability to operate standard office equipment and Microsoft products. Ability to work under high stress levels, with frequent interruptions and with tight and often changing deadlines. Qualifications Ideal candidates will have the following qualifications: 3-5 years of banking experience, including titling automobiles, boats, manufactured homes using DealerTrack online program preferred. Approximately three to six months of on-the-job training to become familiar with established loan systems and procedures. Regulatory and compliance training to stay abreast of current and new state and government regulations. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package for both full-time and part-time employees including: Health, Dental, and Vision Insurance Health Savings Account with Employer Contributions Short and Long Term Disability Employer Paid Life and AD&D Insurance Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Flexible scheduling Education Assistance Program Product & Service Discounts & more!
    $29k-36k yearly est. 23d ago
  • Colorado Springs Program Specialist

    Booster Enterprises 4.1company rating

    Colorado Springs, CO jobs

    JOIN AN AMAZING TEAM. HAVE FUN. MAKE AN IMPACT. HELP US CHANGE THE WORLD! Booster is a school fundraiser on a mission to change the world. Proudly serving schools and millions of students nationwide, we are reinventing how schools do fundraising. If you love the idea of impacting students, working with an amazing team, thriving in a high-energy environment, and having fun, this job is for you! OUR VIRTUES: Every Booster team member embodies these six virtues: GRATITUDE: We express gratitude daily. We live a life of humble optimism thankful for all we have been given to steward. WISDOM: We pursue wisdom with a growth mindset. We have a teachable posture and a love of learning. We seek to live holistic lives of integrity seeking wisdom daily.” CARE: We generously give honoring attention to others. We serve, listen, and lead with hospitality. Care means we love our community and they know it and they feel it. COURAGE: We live and lead with confidence and bravery. We have hope and a bias for action. We take initiative personally and professionally. GRIT: We persevere with resilience knowing that endurance builds character. We take the long view with the right perspective and we love a challenge. CELEBRATION: We love to celebrate the value of others. We take great joy in enthusiastically affirming others' strengths and accomplishments. THE PROGRAM SPECIALIST ROLE AND WHY IT'S IMPORTANT TO BOOSTER: Booster is growing at double-digit rates each year. To keep up with that tremendous growth, we're looking for fun-seeking world changers who want to jumpstart their careers and make a difference in the lives of others. As a Program Specialist, you and your team will be the face of the Boosterthon program on elementary school campuses. Alongside your team, you'll serve on campus with excellence, help schools reach their fundraising goals, and positively impact students. You'll continually display enthusiasm, professionalism, and intentionality to serve schools with remarkable client care. We hire both full-time and part-time Program Specialists. HERE'S WHY THIS IS A GREAT CAREER STEP FOR YOU: This is an ideal part-time job or first job out of college for someone who wants to do fun, impactful work alongside a community of world-changing leaders. In this role, you'll learn a variety of valuable skills, receive coaching to help you succeed, and have the opportunity to grow personally and professionally. YOUR DAY-TO-DAY WILL INCLUDE: Teaching and presenting character curriculum to students in schools daily. Setting up and hosting our premier fitness fundraiser, the Boosterthon Fun Run. Motivating students to raise funds for their school. Engaging with teachers, parents, and administrators. Learning and understanding our business models and principles. Being a part of a team that models Fitness, Leadership, and Character to others. WHO WE'RE LOOKING FOR: Here are some signs that you'd be a great fit for this role: Excellent Communication - You can connect professionally and enthusiastically with students, faculty, and staff through written and verbal communication. Positive Attitude - You display optimism, enthusiasm, and intentionality when interacting with clients and the team. Growth Mindset - You demonstrate a continual desire to learn and grow both personally and professionally. Good Judgment - You have a strong sense of self-awareness and emotional intelligence. Outcome-oriented - You are a hard worker who gets things done in a timely and efficient manner. REQUIREMENTS: You're a licensed driver with reliable transportation You can pass Booster's Background and Motor Vehicle check You're able to lift up to 45 lbs. You're able to be active and on your feet while on campus On the days you work, you have full-day availability from 7 am - 4 pm. BENEFITS AND PERKS: Career Development Opportunities: Upward mobility in the company Bonus Opportunities: Recruiting Bonus Fun and Engaging Culture: Team events, award ceremonies, free lunches, dinners, and more! Travel Opportunities: Ability to travel nationally to serve schools across the nation. COMPENSATION: $19 per hour, non-exempt Are you ready to change the world with us? If the answer is yes, this opportunity is for you!
    $19 hourly Auto-Apply 60d+ ago
  • Part Time Branch Office Administrator

    Edward Jones 4.5company rating

    Gilbert, AZ jobs

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 1485 S Higley Rd Suite 103, Gilbert, AZ This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: + Medical and prescription drug coverage, + Health Savings Account and Flexible Spending Account, + Voluntary Benefits (such as accident, hospital indemnity, and critical illness), + Well-being programs (such as the Employee Assistance Program), and + Retirement Plan (if compensated for 1,000 hours of service during the plan year). + In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $22.50 **Hiring Maximum:** $24.36 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $38k-48k yearly est. 15d ago
  • Community Reinvestment Outreach Regional Manager for BMO Emerging Markets

    BMO Harris Bank 4.1company rating

    Phoenix, AZ jobs

    Application Deadline: 02/05/2026 Address: 1850 N Central Ave, Suite 1500 Job Family Group: Corporate Affairs Reporting to the Senior Community Reinvestment Regional Manager team for BMO West, this role is a critical part of the Community Reinvestment Outreach organization. The position is responsible for driving the successful execution of the bank's Community Benefits Plan and leading the implementation of BMO's Community Reinvestment Act (CRA) outreach strategy. This role will oversee the BMOs emerging markets -covering Nevada, Arizona, New Mexico, and Utah. While deep expertise in rural, Native American communities is not required, familiarity and exposure to these areas would be highly valued. *Community Reinvestment Act experience required *Travel and community involvement required Serve as a Community Reinvestment Act (CRA) Subject Matter Expert for the assigned coverage area. Conduct and interpret CRA and community development needs assessments analysis for Native and Rural Communities for BMO. Maintain productive relationships and communication plan with regional presidents to ensure colleagues are actively engaged in local needs or opportunities. Develops and maintains effective relationships with all lines of business (LOBs) about community needs/priorities. Guides market leads in achieving Community Reinvestment Act (CRA) performance relatives to their respective lines of business and assisting in the formation of market action plans for CRA Lending, Investing and Service. Partners closely with the CRA Governance team to regularly review CRA performance-to-goal and as needed, assist with the collection of information for the CRA exam and performance context. Contributes to performance context by documenting community development activities including training leadership and employees on correctly logging community development services for CRA credit. Cultivates relationships and partnerships with community, civic and nonprofit organizations to position BMO as a trusted partner and advocate for community advancement. Builds recognition for BMO for our community investments and serve as a thought leader on BMO's behalf; originate, facilitate, and attend meeting with community stakeholders; develop and maintain a productive network of professional relationships with key government, philanthropic, nonprofit, community leaders, and maintain strategic alliances with local advocacy groups. Connects community partners to broader company initiatives like EMpower and special purpose credit programs to drive impact throughout BMO's footprint. Manage strategic grants and sponsorship requests to ensure the greatest impact for both the community in which we serve. Represents BMO at local and national events, including speaking opportunities. Collaborate with leadership on community development referrals and volunteer services. Assist with Fair Lending matters as necessary. Role requirement: Subject matter expert in Community Reinvestment Act (CRA) and building partnerships within underrepresented communities, for profit and nonprofit organizations Exercise sound judgement, accurately identify and proactively resolve potential problems. Demonstrate ability to pivot to unexpected community needs/occurrences Travel within the assigned coverage area at least 25% of the time. Salary: $66,600.00 - $124,200.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $66.6k-124.2k yearly Auto-Apply 26d ago
  • Loan Processing Specialist

    Security First Bank 3.8company rating

    Rushville, NE jobs

    Apply today. Grow with us at Security First Bank and find your future in banking. We treat you right. Looking for a career where you have evenings off to do the things that you enjoy? Do you like a professional office environment with federal holidays and weekends off? We are looking for friendly smiling faces to join our loan processing team. To be considered as an applicant please complete and sign the online application form. If were not linked to our application form for a signature, please check your inbox for a clickable link to create a password for your account. For additional information or paper application accommodations please stop by 110 East 2 nd , PO BOX 249, Rushville, NE 69360 or call ************. Role: The Loan Processing Specialist must possess an in-depth knowledge in all areas of consumer, commercial, and agricultural lending. Essential Functions & Responsibilities: Assists branch/regional Loan Officers with specific administrative duties associated with the pre-close servicing, documentation preparation & post-close servicing for consumer, agricultural, or commercial loans. May be responsible for contacting customer(s) or various venders during pre-close prep work to obtain financials, appraisals, title work, insurance, flood determinations, etc. Evaluates new loan applications to ensure proper completion. Performs the processing, closing, and post-closing responsibilities for all new, refinanced, renewed, or modified loan requests. Prepares all loan documents in compliance with internal and external banking guidelines. Reviews, analyzes, and/or prepares legal documents, contracts, proposals and other records to complete documentation preparation; advises branch loan officers of additional information or documents that may be required. Performs HMDA processing, NFIP monitoring, and Adverse Action processing. May be responsible for servicing of originated loans to include the monitoring of RE taxes, Flood Insurance, Hazard Insurance, etc. Maintains the official Credit File documentation. Monitors closed loan portfolios to ensure compliance with covenants and requirements of loan closing documents in servicing the loan. Reviews and/or prepares exception reports & correspondences for loan servicing as assigned by Loan Operations Department and/or Branch Manager. Assists in monitoring the branch/region loan account General Ledgers. May be asked to close loans. Responsible for contacting customers/vendors via phone or email. Responsible for answering and routing incoming customer calls to appropriate lending staff. Promotes and represents Security First Bank and makes referrals to other departments. Performs other job-related duties as assigned. Qualifications Knowledge, Skills and Abilities: Education and/or Experience. Associate degree or similar related experience. Three years of banking experience preferred. Interpersonal Skills. Ability to apply bank regulations and compliance policies. Excellent communication and customer service skills. Maintain a high level of accuracy at all times. Superior problem-solving skills and a strong attention to detail. Knowledge of all loan application systems and software plus proficiency in Microsoft Office Suite programs. Self-motivated and able to work with little direct supervision. Ability to handle high volume of work and work closely with lending team. Certificates, Licenses, Registrations: None. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing this job the employee would occasionally be required to carry loads up to and including 24lbs. It is frequently necessary to bend, squat, reach above the shoulder level, crouch, kneel, balance and push/pull equipment. Firm grasping/fine manipulation with the right/left hand is necessary. In an 8-hour day, the employee can expect to sit about 6 hours. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Starting Wage Range and Benefits: Security First Bank provides some of the most competitive, comprehensive benefits in South Dakota and Nebraska. We believe in our employees, and they deserve an environment in which they can excel, with the peace of mind that their families are in good hands. We provide a host of health benefits, financial plans, and other services designed to make life better - both at work and at home. Prior experience will be taken into consideration for starting wage. Additional information about benefits is available on the careers page of the company web site. Specific questions about benefits for full or part time status will be answered during the interview process. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Security First Bank is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.
    $34k-45k yearly est. 21d ago
  • City Experience Manager, San Francisco - Velocity Black (Remote)

    Capital One 4.7company rating

    Denver, CO jobs

    Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $122.1k-139.4k yearly 60d+ ago
  • Event Specialist

    Trust Point Inc. 4.2company rating

    La Crosse, WI jobs

    Discover the Difference. Experience Our Culture. Join the Trust Point Team. Trust Point Inc., proudly recognized by the Business Intelligence Group as a "Best Place to Work" for the 8th consecutive year, is seeking an experienced Event Specialist to join our team in La Crosse, WI. This is a part-time opportunity for an organized, energetic, and creative professional to join our team and elevate our brand presence through high-quality events and meaningful community involvement. Why Trust Point? At Trust Point, we've been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals, families, businesses, and charitable organizations. Our people are our greatest asset, and we pride ourselves on fostering a collaborative, supportive culture where every voice is heard and every team member is empowered to grow. We're not just a workplace-we're a community. Our open-door leadership, inclusive environment, and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us. Learn more about our culture here: Trust Point Culture Video What You'll Do: * Plan, coordinate, and execute a variety of events, including client events, community activities, sponsorship activations, and in-office visits. * Oversee event logistics such as timelines, budgets, vendor coordination, venues, catering, décor, signage, and branded materials. * Serve as the primary on-site contact, ensuring seamless execution and strong representation of the Trust Point brand. * Support community sponsorships through outreach, coordination, branding requirements, and partner communication. * Collaborate with Marketing to promote events across email, social media, website, and print/digital channels. * Develop event-related content including recaps, photos, videos, and social posts. * Track event registrations, attendance, and KPIs; support post-event reporting and continuous improvement. Qualifications: * Experience in event planning, project coordination, marketing, or related field. * Strong organizational and project management skills, with the ability to manage multiple events simultaneously. * Excellent communication, vendor management, and relationship-building abilities. * Demonstrated creativity and an eye for brand alignment and presentation. * Proficiency with basic marketing tools (email, social media, digital content) preferred. * Ability to work onsite during client events, community engagements, and occasional evenings/weekends as needed. WORK SCHEDULE: This is a part-time, in-person position working 20 hours a week. Trust Point is proud to be an equal opportunity workplace. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
    $30k-39k yearly est. 23d ago
  • Client Relationship Specialist

    BMO Harris Bank 4.1company rating

    Green Bay, WI jobs

    Application Deadline: 03/30/2026 Address: 310 W Walnut Street Job Family Group: Wealth Sales & Service Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives). Expands the business growth potential of the team through telemarketing and outbound calls. Coordinates marketing activities and sales material to support client / prospect conversations. Provides knowledge detailed information about products and services offered. Determines appropriate communication/service regarding all aspects of investing. Independently resolves client complaints in a timely and effective manner; escalates as required. Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc. Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures. Maintain the schedule / calendar to coordinate customer meetings and office coverage. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Organizes work information to ensure accuracy and completeness. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team. Relevant investment industry licensing for the designated jurisdiction / portfolio. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 10d ago
  • Senior Relationship Manager, AVP/VP, Commercial (Emerging Middle Market)

    BMO Harris Bank 4.1company rating

    Thornton, CO jobs

    Application Deadline: 02/04/2026 Address: 12000 Washington St. Job Family Group: Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. This role facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Bank's brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 26d ago
  • Technical Product Consultant

    BMO Harris Bank 4.1company rating

    Wisconsin jobs

    Application Deadline: 01/29/2026 Address: VIRTUAL(R)13 - HomeRes - IL Job Family Group: Commercial Sales & Service Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Leads and executes business development plans so that business goals are achieved or exceeded. Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. Support technical implementation, including system configuration, testing, and integrations. Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). Provide troubleshooting and post-implementation support. Collaborate with Product, Tech, and Operations teams. Participates on client calls as required. Addresses customer services issues according to established guidelines, escalating as required. Develops solutions for customer issues, engaging multiple stakeholders as required. Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. Responds to and facilitates the resolution of client service requests. Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 5+ years in Trade Finance or Supply Chain Solutions Products. Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Data Analysis Reporting Document Management Microsoft Office Project Management Problem-Solving Detail-Oriented People Management Stakeholder Management Strategic Thinking Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly Auto-Apply 19d ago

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