Twenty seven openings on this Dollar Store account with 100% touch retail store freight. This lucrative account pays our drivers $2190 per week on average, that's $113,000 per year. We are looking for stable drivers with an excellent work history. No more than 3 jobs in the last year. No more than 6 driving jobs in the last 3 years. No terms from most recent past employer.
Successful applicants will have at least 1 year recent OTR experience. Drivers on this account will run approximately
1400 miles per week. Drivers will run mostly in OH,KY,WV,PA,MI, MA, west NY
You'll run 5 1/2 days getting you home for your reset. Drivers must be willing to run weekends if necessary.
Riders and pets are welcome. We have mostly late model Freightliners and Volvo VNL's, all automatics.
Drivers can take their trucks home if you have a secure site.
All applicants must have a great dmv report no serious infractions, no pending violations. Must be able to pass a through
background check.
You must be able to pass all DOT related tests to include urine.
DOT cards must be up to date with at least 6 months till expiration. If drivers don't have at least 6 months left
will be required to take a new physical at orientation. Physicals resulting in a less than 12 month card for obstructive sleep
apnea and or sleep study requirements may be denied. You will be required to bring the long form physical to orientation.
Travel to orientation can be a rental or plane ride. Drivers must live within 120 miles of our DC in Marengo OH.
Put in your application today. We'll reach out for a short phone interview. Approvals usually are granted in less than 48 hours.
$113k yearly 2d ago
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Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
$87k-125k yearly est. 3d ago
Loan Sales Representative - Houston, TX
1St. Franklin Financial Corporation 4.4
Houston, TX job
Join the 1st Franklin team as a Loan Sales Representative. This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships a Sales Representative, Sales, Representative, Customer Experience, Banking
A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable.
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$96k-127k yearly est. 2d ago
Senior Information Technology Auditor
SNI Financial 4.2
Dallas, TX job
SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position!
This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial.
This position will include a structured path for growth, excellent benefits, and a competitive compensation package.
In order to be considered for this opportunity, you must have the following:
3+ years' experience within IT audit or risk assessment
Having an active, or near completed CISA, CIA, or CISM certification
Previous experience working within a national and public firm
Strong communication and collaboration skills
If you meet the requirements above and are looking to learn more, please apply with an updated resume.
$85k-114k yearly est. 1d ago
Senior Scheduler "Data Center"
Blackrock Resources LLC 4.4
New Albany, OH job
We are currently hiring a Senior Scheduler for our client supporting a large data center project.
Seeking a highly motivated Scheduler to support the business goals and objectives of our clients. In this role, you will collaborate closely with our construction and engineering teams to develop comprehensive project schedules. You will be responsible for creating and updating schedules at various milestones, as project deliverables are completed, and as scopes of work are added. Additionally, you will provide regular updates to key team members on the progress of project completion.
Location
You can be located anywhere in the US, if you are highly willing to travel to our client projects on a long-term basis.
Responsibilities
Your key responsibilities
Project Planning and Strategy: Collaborate closely with the preconstruction manager, project managers, engineers, superintendents, contractors, and other project services staff to provide detailed planning and scheduling of projects from conceptual planning through engineering and construction
Resource Management: Ensure both short-term and long-term project objectives are achieved. Create and manage schedule logic, constraints, realistic activity durations, and resource availability. Evaluate the effects of design changes and schedule delays. Communicate all schedule updates to company management and clients
Risk Management: Evaluate the effects of design changes and schedule delays. Communicate all schedule updates to company management and clients
Stakeholder Engagement: Engage in challenging discussions with the entire project team, including the Owner, General Contractor, AE, Subcontractors, and Suppliers. May also interact with clients, attend regular meetings and present statistical reports
Performance Monitoring: Tracking project progress through metrics and reporting, adjusting plans as necessary to meet changing requirements or challenges
Quality Assurance: Integrate detailed fragments and make necessary sequencing adjustments as required
Innovation and Improvement: Continuously seeking ways to optimize processes and improve project outcomes through innovative technologies or methodologies
Qualifications
To qualify for the role, you must have
A bachelor's degree in engineering, Project Management, Business Administration, or other technical discipline and approximately fifteen (15) + of related work experience
Experience scheduling $50M+ projects in sectors like general construction, electrical construction, manufacturing construction, technology or infrastructure (utilities, communication, buildings or energy) industries
Proficient in gathering, maintaining, reporting, and analyzing schedule data
A valid driver's license in the US and a valid passport required; willingness and ability to travel; travel is estimated at 70+%
Technologies and methodologies to attain goals
These technologies are essential for optimizing construction workflows, especially in project management, takeoff, and estimating,
Microsoft Project
P6
Bluebeam
All interested candidates should send an updated MSWord resume to the email address provided.
$69k-103k yearly est. 2d ago
Document Specialist
Tata Consultancy Services 4.3
Cincinnati, OH job
Uploading all documentation within emails to the respective loans
Uploading all documentation received via mail to the respective loans
Indexing any uploads that may need manual indexing
Print and ship documentation received via email or task
Clearing out all Urgent requests the same business day
Working with Disclosure Desk to ensure all is within regulatory requirements
Reviewing Collateral Packages to provide to servicing department
Preparing files for storage shipment
Salary Range :: $33,000 - $38,000 per year
$33k-38k yearly 3d ago
Senior Assurance Manager, Professional Practice Group
Aprio 4.3
Dallas, TX job
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team.
As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices.
Quality Control Leadership and Oversight
Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry.
Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively.
Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice.
Engagement Support and Technical Guidance
* Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards.
* Review engagement documentation for accuracy, completeness, and compliance with quality control policies.
Risk Management and Continuous Improvement
* Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates.
* Lead quality assurance reviews and implement improvements based on findings and industry best practices.
Team Leadership and Development
* Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control.
* Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates.
Thought Leadership and Communication
* Develop and share thought leadership materials on assurance quality control and professional standards.
* Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients.
Qualifications & Requirements
Bachelor's or Master's degree in Accounting, Finance, or a related field.
CPA (Certified Public Accountant) designation required.
Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm.
At least 5 years of construction industry experience preferred.
Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines.
Proven leadership in managing teams and driving quality initiatives.
Excellent communication skills for conveying complex quality concepts.
Proficiency in audit software, data analytics, and Microsoft Office Suite.
Strong attention to detail, analytical skills, and problem-solving abilities.
Demonstrated commitment to professional integrity and ethical conduct.
$136,000 - $220,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on Feb 17, 2026 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave - coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What's in it for you:
Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
$62k-79k yearly est. 8d ago
Merchant Training and Oversight Specialist
American First Finance 4.1
Coppell, TX job
Merchant Training & Oversight Specialist The Merchant Training & Oversight (MTO) Specialist is responsible for delivering comprehensive training and oversight to merchants on the processes, policies, and program details of American First Finance's No Credit Needed payment solutions. This role plays a critical role in merchant success, ensuring they have the knowledge and tools to effectively utilize AFF's programs.
MTO Specialists conduct training sessions remotely via phone and webinars, guiding merchants through the transaction process, best practices, and compliance requirements. The ideal candidate thrives in a fast-paced, high-volume environment, balancing multiple priorities while delivering exceptional service and education.
What We Offer
Competitive Compensation + Growth Opportunities
Comprehensive Benefits Package (Medical, Dental, Vision, 401(k) Matching, PTO)
Collaborative & Fast-Paced Work Environment
Ongoing Professional Development & Training
Key Responsibilities
Conduct high-quality, remote training sessions for merchants via phone and webinars.
Serve as a subject matter expert on AFF's No Credit Needed payment solutions.
Educate merchants on best practices to enhance transaction efficiency and compliance.
Investigate and resolve merchant-related customer complaints, identifying knowledge or process gaps.
Monitor merchant advertising content to ensure compliance with AFF policies.
Collaborate with Sales, Compliance, and Customer Service teams to resolve high-priority merchant disputes.
Maintain detailed records of training sessions and merchant interactions in CRM and SharePoint.
Prioritize and manage assigned cases to meet performance SLAs and KPIs.
Identify opportunities to improve training content, processes, and merchant engagement.
Perform additional duties as assigned by leadership.
Qualifications & Experience
High School Diploma or equivalent required; College Degree preferred.
Minimum of 2 years of training, customer service, or call center experience.
Strong verbal and written communication skills, with the ability to present complex information clearly.
Proficient in Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms.
Excellent time management, organization, and attention to detail.
Ability to handle multiple tasks in a fast-paced, deadline-driven environment.
Comfortable with technology and digital platforms for training and case management.
Preferred Skills
Bilingual (English & Spanish) - Highly desirable.
Experience in training, coaching, or education roles.
Knowledge of consumer finance, merchant services, or compliance-related processes.
Key Competencies for Success
Customer Focus - Builds strong relationships, anticipates merchant needs, and delivers exceptional training and support.
Nimble Learning - Quickly adapts to new systems, updates, and process improvements.
Effective Communication - Presents information clearly and confidently, adjusting for different audiences.
Collaboration - Works effectively with cross-functional teams to ensure merchant success.
Resourcefulness - Efficiently manages multiple priorities and problem-solves in a dynamic environment.
About FirstCash Holdings, Inc.
FirstCash Holdings, Inc. is the leading international operator of pawn stores and a premier provider of technology-driven point-of-sale payment solutions, both dedicated to serving cash- and credit-constrained consumers.
With over 3,000 pawn stores across 29 U.S. states, the District of Columbia, and Latin America-including Mexico, Guatemala, Colombia, and El Salvador-FirstCash offers a diverse selection of pre-owned jewelry, electronics, tools, appliances, sporting goods, musical instruments, and more. In addition, our stores provide small, non-recourse pawn loans secured by pledged personal property, offering accessible financial solutions to the communities we serve.
Through our wholly owned subsidiary, American First Finance (AFF), FirstCash also delivers lease-to-own and retail finance payment solutions for consumer goods and services. With a nationwide network of over 13,000 retail merchant partners, we help customers access flexible financing options tailored to their needs.
With a workforce of approximately 20,000 employees across the U.S. and Latin America, FirstCash is committed to excellence, innovation, and financial inclusion. As a recognized industry leader, the company is a proud component of both the S&P MidCap 400 Index and the Russell 2000 Index, reflecting our strength and stability in the market.
Join FirstCash and be part of a company that values integrity, customer service, and growth.
Note: The information contained in this description is not intended to be an all-inclusive list of the duties and responsibilities of this job or the skills and abilities required to do the job. Management has the discretion to assign/reassign duties and responsibilities to this job at any time. Duties and responsibilities may be subject to change at any time due to reasonable accommodation or other reasons.
Submission of your application confirms your "opt-in" desire to receive additional phone, text and email communications from the FirstCash Talent Acquisition Team. These communications include information about the specific job you applied for and other potential opportunities available at FirstCash. Message and data rates may apply. You can unsubscribe to text messages by replying STOP to the message at any time. You can unsubscribe from email communications by clicking unsubscribe, within the email, at any time. Visit ************************************ for additional questions or information.
FirstCash Holdings, Inc. is an Equal Opportunity Employer
FirstCash Holdings, Inc. is committed to the full inclusion of all qualified individuals. In keeping with this commitment, FirstCash will ensure that individuals with disabilities are provided with reasonable accommodation. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process; to perform the essential functions of the job; and/or to receive all other benefits and privileges of employment, please contact Human Resources at [email protected] or ************* Ext. 1
Our values are what drive us.
Servant Heart
There's no place for egos here. Customers and colleagues come first. Serving their needs and driving their engagement is our success.
Dare To Be Different
We are adaptable, creative, and courageous, like entrepreneurs willing to take the necessary risks to innovate and make things better. We challenge the status quo. We seek out different ideas and perspectives as a means of expanding our ability to think and do more.
Embrace Change
That's not fear, that's excitement. We see change as core to our survival and our ability to manage change as a prerequisite to new opportunities that can allow us to learn, grow, and do more.
Get Stuff Done
We do whatever it takes to get the job done right. We inspect what we expect, take ownership of our actions, and operate with a sense of urgency in everything we do.
No Drama
We control the things we can control with a mindset to find solutions while minimizing complaint. We are all here for the same purpose, empowered to be the best we can be so that our purpose to deliver great products and services to more customers can be fulfilled.
Walk The Talk
We do what we say we are going to do and maintain the highest standards of performance for ourselves and others, at all times, always doing the right thing.
$48k-73k yearly est. 6d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 3d ago
Float Member Services Representative
Bridge Credit Union 3.9
Powell, OH job
Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you!
We offer: Affordable health and vision insurance
Free dental insurance
401K plan with up to a 5% match,
Accrued vacation and injury/illness leave
Short-term and Long-term Disability
Life insurance
And more!
Must be willing to travel.
Qualifications:
High school graduate or equivalent.
Required knowledge:
Cash handling..
Good communication skills. Professional appearance, dress, and attitude.
The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills.
Work Schedule
Full time position
Monday - Friday 9 a.m. - 5 p.m.
Saturday 9 a.m. - 1 p.m.
Job Description:
Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other Member Services Representatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed.
Job Posted by ApplicantPro
$22k-28k yearly est. 4d ago
Director, U.S. Deputy CISO
Scotiabank 4.9
Dallas, TX job
Select how often (in days) to receive an alert:
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Global Banking and Markets
Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do
Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise.
Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies.
Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams.
Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators.
Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling.
Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems.
Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities.
Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned.
Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans.
Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits.
Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders.
Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary.
Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners.
Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations.
Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups.
Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally.
Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions.
Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO.
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Scope includes compliance with information security regulations, user education and access, and cybersecurity.
Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions.
Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations.
Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future.
Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
What You'll Bring
Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management).
Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential.
Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset.
Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected.
Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills.
Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable.
Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC).
Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP.
Interested?
If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
#DALLAS
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
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$105k-131k yearly est. 3d ago
Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Houston)
BDO Global 4.8
Houston, TX job
BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices.
A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit.
Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments.
STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals.
In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it.
Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development.
Job Duties:
Assists in the execution of multiple client engagements
Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc.
Establishes effective working relationships directly with STS BIG professionals and other BDO employees
Contributes to the development of your own technical acumen and STS BIG's market prominence
Assists in business development research and identification of opportunities for new and existing clients
Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm
Other duties as required
Supervisory Responsibilities:
* N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
* Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred
Experience:
* Leadership experience, preferred
License/Certifications:
* N/A
Software:
* Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred
Other Knowledge, Skills, & Abilities:
Excellent verbal and written communication skills
Strong analytical and basic research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Able to interact professionally with people at all organizational levels of the firm
Desire to understand why a task is being performed and to seek learning opportunities
Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $35.00/hr - $39.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$27k-33k yearly est. 8d ago
Solutions Architect
Tata Consultancy Services 4.3
Dallas, TX job
Must Have Technical/Functional Skills:
Functional Expertise: Deep understanding of Oracle EBS modules like Oracle Financials (GL, AP, AR), Supply Chain (PO, INV, OM), and Projects (PA).
Technical Skills: Strong grasp of business processes across finance, manufacturing, procurement, HR, and logistics.
Strategic Thinking: Ability to align technical solutions with business objectives and operational requirements.
Integration and Customization: Proficiency in designing customization strategies using Oracle Application Framework (OAF), Oracle Forms, PL/SQL, and ensuring seamless integration using APIs, Web Services, and middleware like Oracle SOA Suite.
Performance and Scalability: Knowledge of performance tuning and scalability planning to ensure the architecture supports high availability and performance optimization.
Roles & Responsibilities:
Implementation of security best practices and compliance with regulatory standards (e.g., SOX, GDPR).
Planning and execution of Oracle EBS upgrades, patches, and version migrations, including data migration
Salary Range: $80,000-$110,000 a year
#LI-CM2
$80k-110k yearly 5d ago
Investments Director: Strategy, Modeling & Team Leadership
Phillips Edison & Company 4.2
Cincinnati, OH job
A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth.
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$121k-165k yearly est. 3d ago
Community Lending Officer - Greenville and Exchange
Bank of America 4.7
Allen, TX job
Allen, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Originates loans from multiple internal and external referral sources
+ Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers
+ Achieves production goals as defined by the business
+ Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities
+ Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements
+ Conducts monthly Home Buyer Workshops and Business Development meetings
**Required Qualifications:**
+ 2+ years of experience in loan originations and/or home buyer education
+ Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs
+ Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending
+ Ability to organize and deliver Home Buyer Workshop presentations
+ Strong written and verbal communications skills
+ Self-motivated and highly organized
+ Ability to prioritize multiple competing tasks
**Desired Qualifications:**
+ Familiar with FHA and HUD guidelines
+ Knowledge of community housing counseling agencies
+ Knowledge of local competition product offerings and real estate market dynamics
+ Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information
+ Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
+ Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
+ Ability to analyze and comprehend complex financial data and provide appropriate financial solutions
+ Professional and effective interpersonal skills
**Skills:**
+ Client Management
+ Customer and Client Focus
+ Loan Structuring
+ Oral Communications
+ Referral Management
+ Credit Documentation Requirements
+ Learning Delivery
+ Presentation Skills
+ Prospecting
+ Written Communications
+ Active Listening
+ Business Development
+ Credit and Risk Assessment
+ Data Collection and Entry
+ Pipeline Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$71k-106k yearly est. 3d ago
Local Truck Driver. Must Have Hazmat. $1600/Wk.
21St. Century Personnel 3.2
Akron, OH job
Now seeking experienced Class A CDL driver for local auto parts account. HAZMAT endorsement required at time of hire. Drivers will be making unassisted pallet jack deliveries and must follow designated routes to and from store locations per customer contract. Please make sure that you meet ALL of the requirements listed below before inquiring.
*Applicant MUST have HAZMAT endorsement at time of hire
*Must be 23 years old and able to operate a manual transmission. No auto restrictions
*Must have 2 full years of recent Class A tractor trailer driving experience (per customer contract)
*Must be willing to make night time deliveries
Night Shift. Mon-Fri from 6:00 PM - 7:00 AM. Home nightly and off most weekends
(Routes 4 & 5): $0.40 CPM & $16/Stop & $20/detention.
(AVG Miles: 2072/week & AVG Stops: 45/week)
$1,400 - $1,550 Gross Weekly Pay & $80,537 W2 annually
Training: 1 day Pallet Jack Training, Ride Along (Meet Stores). Will be paid regular pay
ONLINE ORIENTATION TRAINING
Great full benefits package including 401 k retirement, paid vacation and holiday pay
Newer day cabs with lift gates
$1.4k-1.6k weekly 2d ago
Project Manager
The Brazos Group 3.4
Houston, TX job
We are assisting a well-established, award-winning commercial construction firm based in Houston, Texas is seeking an experienced Project Manager to join its growing team. The company is widely recognized for delivering high-quality commercial projects across healthcare, corporate interiors, industrial, education, and mixed-use sectors.
The firm has earned industry recognition for:
Excellence in project delivery and client satisfaction
A strong safety culture and operational discipline
Leadership and growth within the Texas construction market
High levels of repeat and negotiated work
The organization maintains a collaborative, performance-driven culture with a long-term focus on employee development and client relationships.
Position Summary
The Project Manager is responsible for leading commercial construction projects from preconstruction through closeout. This individual oversees project scope, schedule, budget, subcontractor coordination, and client communication while ensuring projects are delivered safely, on time, and within budget.
Key Responsibilities
Manage all phases of commercial construction projects, including preconstruction, procurement, execution, and closeout
Develop and maintain detailed project schedules, budgets, and cost forecasts
Lead subcontractor buyout, contract administration, and change management
Coordinate with owners, architects, engineers, and internal project teams
Ensure compliance with safety standards, quality control requirements, and company procedures
Oversee RFIs, submittals, pay applications, and project closeout documentation
Provide leadership and mentorship to project engineers and assistant project managers
Proactively identify risks and implement solutions to maintain project performance and client satisfaction
Qualifications
Minimum of 3 years of experience as a Project Manager in commercial construction
Must show an extensive project list with various jobs built as a commercial PM.
Demonstrated success managing projects ranging from $10M to $50M+
Strong knowledge of construction means and methods
Experience using construction management software such as Procore, MS Project, Primavera, or similar platforms
Excellent leadership, communication, and organizational skills
Ability to manage multiple stakeholders in a fast-paced project environment
Bachelor's degree in Construction Management, Engineering, or a related field preferred
Compensation & Benefits
Competitive base salary with performance-based bonus potential
Vehicle allowance or company vehicle
Comprehensive benefits package including medical, dental, vision, and 401(k)
Paid time off and company holidays
Long-term career advancement opportunities with a respected, stable contractor
Opportunity to work on high-profile, award-winning commercial projects throughout Houston and Texas
$91k-124k yearly est. 2d ago
Advisor Development Program Client Associate
Bank of America 4.7
Cleveland Heights, OH job
Pepper Pike, Ohio
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$43k-56k yearly est. 3d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
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