Operations Specialist jobs at Navy Federal Credit Union - 1604 jobs

At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: Perform general operations functions including deposits, payments, debit cards and other functions included in the iCore systems. Perform daily activities in compliance with all established policies and procedures. Responsible for the daily functions pertaining to ACH Services, Deposit Services, Exception Processing, Wire Transfers, Digital Banking functions, department workflow and ensuring day-to-day functions are accurate, complete and documented as well as providing both technical and professional support. Assists in the development and implementation of programs and strategies to satisfy policies and meet organizational goals. Perform duties in compliance with regulatory requirements including, but not limited to, BSA, USA Patriot Act and AML. Essential Duties and Responsibilities: Day-to-day functions of the deposit operations department, including, but not limited to, the following: Resolve outstanding items in general ledger Perform research and adjustments Perform as back-up for currency orders and wire transfers. Reconcile Community Bankers Bank statement weekly and end of the month. Review statement daily. Prepare Public Funds report monthly and quarterly to the State. Develop and maintain a working knowledge of bank products and services. Assemble information for external and internal auditors for audits. Assist in special projects, such as year-end audits and regulatory examination preparation. Ensure effective communication is delivered with respect to incidents related to Deposit Operations as well as regular communication related to the status of outstanding issues as they pertain to the support provided by Deposit Operations to branch personnel. Responsible for ensuring all questions and concerns related to the Deposit Support functions of Core Processor are answered timely and cases are placed with Core Processor for assistance. Performs daily activities of back-office branch items processing including incoming and outgoing wires, currency orders, return items, NSF, stop payments, customer notices, non-posted transactions, Bill Pay, ATM transactions, ACH processing, fraud suspect transactions, verification of mobile deposits, verification of remote deposit capture deposits, and other deposit account operations. Research and analyze problems for customers, branches and departments, relating to the Deposit Operations area and resolve issues promptly Assist with development and implementation of processes, policies, procedures and internal controls related to operational functions. Assists and interfaces with examiners and auditors during regulatory exams and internal audits when related to Deposit Operations functions. Assist with examinations and audit reports related to Deposit Operations including support where corrective actions are required. Assist with the Bank's year-end reporting requirements including IRS tax reporting. Assist Compliance Officer with both the Bank Secrecy Act and Identity Theft Prevention programs. Compiles information from various areas of the Bank where problems or errors have been identified. Utilizes these examples to assist with training the staff to become more efficient both in Branch efforts and Operations (i.e. - communication flow to branch office). Works closely with management to ensure proper dual controls and other security measures are in place. Ensures the accurate balancing of deposit ledgers. Take immediate action to document errors and resolve the problem quickly so accounts can be reconciled. Required Knowledge, Skills, and Abilities: A minimum of 5 years' previous bank operations experience or related areas. Additional experience in other areas of a bank would be beneficial, especially in a branch environment. Ability to research, interpret, analyze and report operational data. Excellent verbal and written skills. Proficient or must become proficient in Core Processing System, Outlook, Word, and Excel applications. Ability to make sound decisions, prioritize work, meet deadlines and work in a team environment. Must have the ability to listen, reason, and interact with others. The ability to exercise self-control and work under possible stressful conditions is necessary. Must have the ability to collect, analyze and interpret data and conduct research to solve deposit-related problems. Education and Experience: Bachelor's degree or the equivalent combination of education and experience. Overall understanding and working knowledge of bank operational procedures, compliance, banking and/or audit experience. Working knowledge of Federal and State banking regulations as they pertain to operational functions. Basic input, output, error correction, general ledger account structure, and knowledge of electronic funds transfer is highly desired.

This position provides clerical and administrative support to the Gas Operations Integration Center, ensuring timely and accurate preparation of work while supporting a highly efficient, team-oriented environment. The role is responsible for applying, receiving, distributing, communicating, and executing permits; supporting the One Call process; managing site readiness details; and creating, updating, and executing WMS/DIS order types. Additional responsibilities include utilizing PC applications such as Word, Excel, and PowerPoint, managing email communications through Lotus Notes, preparing correspondence, supporting office administration, handling customer complaints, and delivering excellent internal and external customer service through effective communication and teamwork.

Join the Monument Team! Explore Exciting Career Opportunities Monument is a full-service real estate and right-of-way consulting firm based in California. Our clients include Federal, State, and Local agencies and engineering consulting firms. Monument's remote workplace model has been a cornerstone of our success for years, allowing us to deliver exceptional results while maintaining a highly engaged and connected workforce. Position Description Monument is seeking a detail-oriented Contracts Specialist to support infrastructure projects by managing prime agreements with agencies, utilities, engineering partners. This role manages subconsultant and vendor contracts and is a critical part of ensuring contractual accuracy, insurance compliance, and smooth coordination between project teams, subconsultants, and clients. The ideal candidate has a strong understanding of contract language, insurance provisions, and project workflows, and can confidently manage a large volume and variety of contractual documents. Pay Range: $60,000 - $80,000 Primary Responsibilities · Review, interpret, and administer client contracts, task orders, and amendments related to projects · Draft and manage subconsultant agreements, work authorizations, and task orders · Request, track, and verify insurance certificates to ensure contractual and regulatory compliance · Set up and maintain client and subconsultant billing codes · Coordinate with project managers, finance, and legal teams to resolve contract and billing questions · Maintain organized and auditable contract files and documentation · Assist with contract renewals, extensions, and closeouts · Ensure adherence to client and regulatory requirements Qualifications · Manage the full lifecycle of contracts and agreements · Strong understanding of contract terms and insurance requirements · Experience drafting prime agreements, amendments, subconsultant agreements, and task orders · Maintain and manage a centralized contract repository, ensuring timely tracking of key milestones, obligations, and renewals · Ability to manage multiple projects and deadlines simultaneously · Proficiency in contract management systems and Microsoft Office Suite · Exceptional Microsoft Excel skills Ability to / Possession of: · Excellent written and verbal communication skills · Close attention to detail and strong organizational skills · Excellent time management skills with a proven ability to meet deadlines · Excels in detail-oriented, repetitive tasks that require consistency and accuracy Education and Experience: · 3+ years of experience in contracts administration, preferably in engineering, construction, and related professions · A 4-year college degree is preferred Why Monument? At Monument, we believe happy employees make happy clients. Our unique workplace culture fosters innovation, learning, and growth in a supportive and inclusive environment. How to Apply: Discover more about our company and explore how you can contribute to our shared vision at monumentrow.com . Submit your resume and a detailed cover letter through our Careers page to take the first step toward joining the Monument team. *Monument is an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Monument makes hiring decisions based solely on qualifications, merit, and business needs at the time.

A cloud-based HR solutions provider is seeking an HR Consultant to enhance people operations for small business clients in San Francisco. The role requires 4-8 years of HR experience, strong communication skills, and proficiency with HR technology. Daily responsibilities include leading hiring and onboarding processes, providing coaching on performance management, and managing HR data. This position offers a competitive salary ranging from $119,000 to $140,000/year in San Francisco, with office expectations for hybrid workers. #J-18808-Ljbffr

Job Description: CHB Specialist We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. ***************************** Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL Work Schedule: Onsite Monday-Friday By joining the ASF Team you will receive… Company-paid benefits available: Dental insurance Short-term and long-term disability 50,000 Group Term Life insurance policy (7) Paid holidays and (15) days PTO per calendar year 401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment. Additional Benefits available for purchase: Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance. Responsibilities / Essential Functions: Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function. Duties: Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements. Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations. Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities. Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements. Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies. Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds. Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments. Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback). Maintain records for audits and communicate with stakeholders to prevent delays or fines. Education and Experience: Bachelor's degree in business administration or related field preferred Ocean import/export experience preferred Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required

Scale Bank is looking for a customer experience focused individual to join our team! This individual is a key contributor to providing next level services that exceed our clients' expectations and meet their business needs. Provides exceptional customer service to clients, accurately and efficiently processing transactions. THIS ROLE IS ACCOUNTABLE FOR: Processing transactions accurately and efficiently Providing exceptional customer service Adhering to policies and procedures Accountability/Responsibilities Processing transactions accurately and efficiently - 70% Process account deposits, verify cash/checks and endorsements, receive customer payments, and issue receipts Accurately balance cash and daily proof transactions Process currency, coin orders, and foreign currency or cash letters. Lockbox set up, receivables processing, and monthly reporting. Process exception items, including non-post items, stop-pay and return cash, and credit backs. Daily reconciliation of accounts and balances; accurate balancing of all cash and daily proof transaction. Prepare and distribute daily reports Providing exceptional customer service - 20% Greet walk in customers and interact in a professional and pleasant demeanor to provide a positive representation of Scale Bank. Listen and understand customer needs, provide information about products and services, fulfill customer requests in a timely manner, or refer the customer to the appropriate resource within the bank for resolution. Provide support for phone coverage. Adhering to policies and procedures - 10% Fully follow documented procedures in the order prescribed and understand the implications of not doing so. Be knowledgeable of the policies that apply to the procedures being administered. Ensure compliance with the Scale Bank code of conduct, Anti-Money Laundering, Bank Secrecy Act, and information security policies Complete CTR (Currency Transaction Report) reporting Team Accountabilities: Delighting my customers Giving my all Creating a great place to work Making improvements Keeping us compliant Supervision This role does not have supervisory or other work direction responsibility over other employees. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements: EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent 1- 2 years of experience in customer service with cash handling responsibility and/or clerical duties Customer Orientation Possessing a natural inclination to view those who are served by the role as customers and acting in ways to satisfy them Customer Service Actively listen and engage to understand customer needs, proactively manage expectations, and honor commitments in a timely way Familiarity with MS Office programs Professionalism Detail Orientation Ability to remain focused to achieve accuracy and thoroughness Teamwork Ability to foster a shared sense of purpose, collaboration, and accountability for results Time Management Ability to organize and plan work in order to meet deadlines and maximize productivity Compensation details: 19-22 Hourly Wage PI42d4642d767a-31181-39380426

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Corporate Background into Financial Services! Strategic Thinking & Problem Solving: Corporate professionals are trained to assess complex situations, identify opportunities, and implement strategic solutions, skills that directly translate to personalized financial planning and advising. Client Relationship Management: Experience in managing internal and external stakeholders equips them to build trust, communicate effectively, and deliver exceptional client service, critical for long-term success in financial services. Data-Driven Decision Making: Familiarity with metrics, forecasting, and performance analysis helps them confidently guide clients through financial decisions with clarity and confidence. Professional Discipline & Work Ethic: A structured corporate environment fosters accountability, time management, and goal orientation, traits that support the nature of building a successful financial practice. Our thriving office is located at: 333 N. Greene Street, Suite 400, Greensboro, NC 27401 Meet our thriving team! Jeff Jackman, Wealth Management Advisor & Growth & Development Director: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf clubs since college. Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology. Kristin Kling, Financial Advisor: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles. Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people. Megan Parker, Director of Selection & Recruitment: How long with NM? 2 years Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years. Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening. M. Scott Henegar, Managing Director: How long with NM? 29 years (14 as an Advisor, 15 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: * Manage daily settlement payments to customers across the United States. * Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. * Complete and validate monthly reconciliations, interrogating data to ensure accuracy. * Reconcile network cash for multiple networks, investigating variances. * Maintain and update the customer bank account database, ensuring data integrity. * Set up new settlement deals and payment terms in the accounting system. * Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. * Maintain an accurate and up-to-date customer database, resolving any inconsistencies. * Collaborate with other departments to resolve issues and drive process improvements. * Support the development and implementation of new processes and systems. * Assist with ad-hoc analysis and special projects, as needed.

Under the general supervision of the AVP Business Services, the Business Treasury Services Specialist is responsible for a variety of functions that provide support to the business deposit products and services (accounts, online banking and relationship pricing) as well as all business ancillary products (RDC, ACH, Merchant and Payroll Services). ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Provides direct operational support to the AVP Business Services, including but not limited to document preparation and onboarding of new business accounts and other ancillary business products. Performs file maintenance on business accounts and other ancillary business products. Creates, prepares and maintains a variety of records and reports. Provides support to new and current business members with service requests and technical assistance related to treasury services products. Provides internal support with service requests and technical assistance related to treasury services products. Performs periodic review (quality control) of business accounts onboarded at the branch level. Completes all necessary month-end reports and submits to management as required. Maintains a working knowledge of procedures and policies, as well as business formation documentation. Maintains current job knowledge of Credit Union policies, procedures, and services. Uses cross-selling techniques to promote other Credit Union services. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. SUPERVISORY FUNCTIONS None. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Associate degree or an equivalent combination of education and experience. Three or more years of experience with Business Accounts or related area. Certificates, Licenses and Registrations None. Knowledge Knowledge of Business Deposit Account procedures, including opening of accounts on the core system. Knowledge of Business Formation Documents and Requirements. Proficiency with MS Word, MS Excel, and MS Outlook required. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations.

Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families. PEFCU Benefits/Perks: Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage! Generous Paid Time Off program (approximately 3 weeks a year) 11 paid holidays per year 401(k) retirement plan and profit sharing Pay for performance incentive programs Time off for giving back to your community! Tuition reimbursement And much, much more!!! Business Relationship Specialist Join us as a Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates. The Business Relationship Specialist is responsible for cultivating, strengthening, and expanding relationships with our current Select Employee Groups (SEGs) through strategic partnerships. The primary focus of this role is to make PEFCU the preferred financial institution for all Publix associates and support them in achieving their best financial lives through the education of our products and services. In this dynamic role, you'll spearhead cultivating, strengthening, and expanding relationships with our valued Employee Group through strategic partnerships and innovative approaches in a defined territory. The territory is North of Atlanta in the Norcross, Peachtree, Chamblee and surrounding area. What you will do… Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events. Collaborate with partners to have credit union presentations and information tables in the communities we serve. Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores. Execute the company-wide business relationship program. Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations. Lead the charge in new memberships, loan referral, and building relationships with eligible individuals. Proactively drive the engagement of our online banking, ensuring consistent messaging and branding. Identify and capitalize on opportunities to showcase PEFCU's products and services. Provide members with a personalized and rewarding experience Keep abreast of the credit union's vision, products, and services to represent and promote them effectively. Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events. Maintain reporting, tracking, and measurement of community outreach initiatives and results. Research and recommend networking opportunities to the management. Assist the marketing team with the opening of new branches. What you need… 2-3 years of experience in a bank or credit union, supermarket experience a plus Knowledge of lending theory, industry practice Ability to work independently Ability to build relationships quickly and effectively through listening and interacting with members and associates. Strong interpersonal skills, including the ability to build trust and rapport Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas. Strong financial product knowledge Approachable and engaging Maintain a high level of professionalism Knowledgeable in consultative sales principles Ability to provide exceptional member experience Problem-Solving Skills Ability to communicate effectively both verbally and in writing, as well as present financial products accurately Self-motivated and goal-oriented Ability to work in a fast-paced, member-focused environment Planning and organization skills Passionate about finding ways to help members and the community Computer proficiency Position also requires... The flexibility to travel to multiple stores and offsite locations throughout our Select Employee Group's operating areas in a defined territory. The territory is North of Atlanta in the Norcross, Peachtree, Chamblee and surrounding area. Occasional weekend and evening hours for special events. Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance. What's in it for you… Competitive pay Pay for performance incentive program Monthly car and phone allowance Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage! Stellar benefits/perks Work/life balance We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Caring, Inclusive, Transparent, Innovative, and Accountable) every day, creating an environment where all associates can add value and feel valued. Apply now!

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! : This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation. Business Specific Job Description: The Senior Business Control Specialist will be focused on various elements of the Business Banking Sales risk and control environment, including quality assurance (QA), high risk processes oversight and metric control, Process, Risk, and Control Governance, and Engagement Lead Role. In addition, the role will be involved in project work as assigned. The Specialist will have an integral role in communicating and overseeing adherence to BB Pricing Exceptions and usage of BB Sales credit information in various systems of record. This position requires the ability to multi-task, assist associates with complex items and those that require extensive research, while independently prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department requirements. The role will also be expected to think analytically and provide effective solutions to tactical challenges. In addition, the individual must take an active role in identifying and implementing process improvements to improve the effectiveness of risk management activities. There are also expectations that the specialist is directly involved in additional program activities when necessary to ensure that deadlines associated with key deliverables are met. Responsibilities: Risk & Control Governance: Oversee the design and effectiveness of the risk and control environment; partner across lines of business to streamline governance, enhance control efficiency, and maintain accurate Process, Risk, and Control data. Quality Assurance & Control Testing: Lead and execute QA activities including control testing, quality inspections, case management, and reporting to identify issues, drive remediation, and strengthen control effectiveness. Program Leadership & Continuous Improvement: Serve as Engagement Lead for QA Program requirements; implement initiatives such as testing automation, procedural updates, test script enhancements, and coaching to optimize program performance and support business continuity. Regulatory Exams & Audits: Support management and research for regulatory exams, internal audits, and monitoring reviews; evaluate inspection metrics and contribute to standardized dashboard reporting for governance. Risk Advisory & Reporting: Identify emerging risks and provide recommendations to leadership to improve risk identification, assessment, and remediation efficiency; ensure consistent reporting to keep stakeholders informed. Required Skills & Experience: 3+ years of experience in process design, risk management or program management roles Demonstrates leadership, leading through change and process improvements to deliver results Experience with procedure documentation and/or Quality Monitoring/Testing Strong analytical capability to drive root cause analysis and demonstrates attention to detail Control development and monitoring Demonstrated problem solving, strong follow up skills and ability to escalate and gain resolution as needed Self-starter able to work independently, with minimal oversight and guidance Ability to quickly develop subject matter expertise across a broad spectrum of issues Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines Strong facilitation and interpersonal skills with the ability to build solid business partnerships and negotiate solutions; Biased towards action and ability to build consensus Superior presentation and communication skills (written and verbal) Ability to influence desired outcome without direct management responsibilities Ability to develop and maintain strong relationships across the organization and at all levels of management Relationship management skills to build and maintain credibility and influence with key partners and stakeholders Strong decision making skills with proactive communication style Strong knowledge of Microsoft Word, Excel, PowerPoint Desired Skills & Experience: Working familiarity with regulatory, audit, and/or compliance disciplines Small Business / Business Banking experience Experience with leading issue remediation Six Sigma certification Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Elma - 611 Jamison Rd - (NY7507) Pay and benefits information Pay range$70,000.00 - $104,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

New York, New York, United States of America **Hours:** 40 **Pay Details:** $122,304 - $199,680 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Analytics, Insights, & Artificial Intelligence **Job Description:** The Lead Business Insights Specialist acts as an advisor to business leaders and stakeholders. This role provides comprehensive analytical support, interpretation of complex data, BI or analytics outcomes to generate multidimensional insights that drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. **Depth & Scope:** + Generally accountable for a significant business or area that has cross business or enterprise-wide impact or accountability + Enterprise domain/functional and deep specialized knowledge at the enterprise, business, regulatory and industry levels + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Typically deals with senior/executive management + Focuses on longer-range planning for functional area (e.g. 12 months or greater) + May manage and prioritize multiple projects at a given time + May interact with any hierarchy level up to executive leaders and external vendors **Additional Information:** For this dept- our **Lead Business Insights Specialist** will serve as a data steward and reporting expert within the Operational Risk Management division at TD Bank. Additionally, the Specialist will act as an advisor to business leaders and stakeholders by providing recommendations for facilitating or automating practices/processes. This is a multi-faceted role that requires expertise in Power BI and ideally one or more additional tools within the Microsoft Power Platform suite (e.g., Power Apps or Power Automate). **Education & Experience:** + Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; + 7+ year of relevant experience; higher degree education and research tenure can be counted **Preferred Qualifications:** + Experience with Python and data transformation/data cleansing + Preference for candidates with at least Microsoft PL-200 (Power Platform) certification **Customer Accountabilities:** + Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs + Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience + Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business + Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate + Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations + Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution + Provides day-to-day support and delivery of analytics **Shareholder Accountabilities:** + Represents functional area as a business insights & analytics specialized expert + Synthesizes complex and vast amount of information and translates into actionable insights and strategy + Builds business requirements and facilitates project execution to develop insights + Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value + Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers + Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly + Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand + Provides business explanation for anomalies/outliers identified during analysis + Works with business functions and analytics teams to transition business requirements to analytics requirements + Trains business users on how to integrate analytics into decisions + Leverages knowledge of data capabilities to build and deliver insights + Develops analysis to corroborate initial proof of concept + Executes on data requests accurately and within a timely manner + Identifies and investigates data/analytics related issues + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit + Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices + Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. \#LI-AMCBCorporate **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Control Remediation Quality Assurance Business Management Specialist will have appropriate Audit or Risk and Controls subject matter expertise to assist each Remediation owner through the end-to-end Remediation lifecycle. This role is an integral part of the Review & Challenge tollgate panels at both the workstream and full concern level, ensuring effective remediation, leading to successful Internal Audit validation. This role engages with stakeholders to provide ongoing support as well as receive feedback on R&C coordinator team efforts to identify opportunities to enhance the end-to-end remediation program. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scopes of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end to end **Education & Experience:** + Undergraduate degree + 7+ years relevant experience **Preferred Qualifications:** + 7+ years of Audit/Risk and Controls experience is preferred + Subject matter expertise within the banking industry + Highly organized, with demonstrated ability to develop, analyze, improve and apply complex policies, processes and procedures + Solid understanding of Regulatory environment and its role in the banking industry + Effective negotiation and influencing skills + Advanced communication and presentation skills + Works independently as an individual contributor to provide end-to-end support for remediation; including feedback on control of environment + Works with all lines of defense on remediation efforts **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $122,304 - $199,680 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence Job Description: Department Overview: ORM Lead Business Insights Specialist, Stress Testing & Scenario Analysis will serve as a key resource leading ORM's stress testing and scenario analysis program. This role requires ability to execute advanced quantitative modeling along with managing high-stakes regulatory governance. The Lead Business Insights Specialist acts as an advisor to business leaders and stakeholders. This role provides comprehensive analytical support, interpretation of complex data, BI or analytics outcomes to generate multidimensional insights that drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Depth & Scope: * Generally accountable for a significant business or area that has cross business or enterprise-wide impact or accountability * Enterprise domain/functional and deep specialized knowledge at the enterprise, business, regulatory and industry levels * Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes * Typically deals with senior/executive management * Focuses on longer-range planning for functional area (e.g. 12 months or greater) * May manage and prioritize multiple projects at a given time * May interact with any hierarchy level up to executive leaders and external vendors Primary Accountabilities: * Regulatory Execution: Lead the end-to-end delivery of the ORM Stress Testing Program, ensuring all regulatory requirements for operational risk losses and capital are met within required timelines. * Scope: Manage the execution of: * US Regulatory: Dodd-Frank Act Stress Testing (DFAST) and Comprehensive Capital Analysis and Review (CCAR). * Canadian Regulatory: OSFI Macro Stress Test (MST). * Internal: Annual Enterprise-wide Stress Test (EWST) and ad-hoc requests. * Scenario Analysis: Lead the development and implementation of the Scenario Analysis program, ensuring alignment with enterprise standards and regulatory requirements. * Methodology & Documentation: Aid in the development and execution of the methodology, procedures, and documentation for operational risk stress testing programs. * Collaboration: Partner extensively with key stakeholders to ensure program success, including Model Development and Model Validation, ORM Internal Loss Event Data team, Enterprise Capital Stress Testing, US CCAR Governance team, Finance, Regulators, and External Consultants * Advanced Analytics: Utilize Python to handle large datasets and apply modeling techniques such as Loss Distribution Approach (LDA), Regression Modeling, and Scenario Analysis to forecast losses. * Process Automation: Design and deploy Power Automate flows to streamline data collection from stakeholders (e.g., Scenario Analysis workshops) and automate approval workflows. * Reporting & Visualization: Build and maintain Power BI dashboards to visualize stress test results and scenario impacts for senior management and the US CCAR Governance team. Preferred Qualifications: * 5+ years of experience in stress testing (CCAR/DFAST), operational risk modeling, or capital planning. * Experience with OSFI (Canada) regulatory requirements is a strong asset, in addition to US Fed requirements. * Master's degree in a quantitative discipline (Finance, Statistics, Economics, Data Science). * Proficient in data manipulation (Pandas) and statistical modeling. * Advanced skills in Power BI (reporting) and Power Automate (workflow optimization). * Deep understanding of operational risk capital methodologies (LDA, Monte Carlo, Frequency/Severity modeling). * Proven ability to manage regulatory relationships and defend methodologies to Model Validation and Audit. * Strong leadership skills to oversee a focused team of professionals. Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 7+ year of relevant experience; higher degree education and research tenure can be counted Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. #LI-AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Jacksonville, Florida, United States of America **Hours:** 40 **Pay Details:** $91,000 - $136,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Sales & Customer Distribution Support **:** Job Description Summary: The Fraud Business Strategy Specialist will manage a portfolio of one or more fraud supported business lines while generating multifaceted insights, understanding and enacting strategic direction. The Specialist will be accountable for hands on delivery of objectives, projects, process changes, reporting/forecasts, and business partnership meetings. **Depth & Scope:** + Oversight of fraud attacks and trends impacting identified area + Partners with senior leadership to implement countermeasures in accordance with strategic goals + Participates in quarterly & annual fraud loss, and operational capacity forecasting exercises + Implements procedure and project changes + Adheres to Change Management protocols + Leverages business level reporting to identify fraud trends and provide insight based on area of oversight + Supports project development, intent & ongoing partner projects; provide risk identification and support the development of business insight for the project + Supports projects/ change by leveraging fraud expertise to help define fraud resilient products through the development of business level requirements and processes + Provides post launch Project and IT/ technology validation and issue management to ensure business and or fraud requirements are met + Ensures Fraud policy/process alignment & implementation for both fraud and supported business lines + Provides monthly business partner loss/operational performance updates and participate in review sessions + May be responsible for the day to day management of Fraud vendors + When working on formal projects, expectation is these projects are a moderate cost and risk rating/tier **Education & Experience:** + Bachelor's degree in a related discipline + 3-5 years of work experience in a related capacity + Experience in fraud management preferred + Proficient with Microsoft Office applications; Advanced Excel preferred + Strong communication skills and a proven ability to develop effective relationships with external and internal business partners are required + Skilled in managing budgets, P&L and resource allocation + Ability to handle confidential information with discretion **Customer Accountabilities:** + Supports the strategic direction of the fraud supported business and play a key role in the implementation of the overall business strategy while balancing Customer experience and fraud risk + Participates in identifying, designing and testing solutions and supporting the implementation of business projects/initiatives + Participates in discussion on strategic goals with partners in any given portfolio (output is roadmap and/ or strategic plan/ deliverables/ frameworks/ short to long term goals etc.) + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing and aligning others as needed **Shareholder Accountabilities:** + Collaborates with partners on business challenges and deliver fact-based advice that aligns to strategy and drives shareholder value + Supports the development and implementation of operational strategies/ standards/procedures and objectives to achieve measurable excellence in the quality delivery of sales, service, and products aligned with "industry best practice" and overall enterprise strategy and objectives + Participates in establishing and executing development/ input on fraud impact for business cases as well as drive towards execution of deliverables to meet the desired results + Develops and delivers presentations/ communications to management, stakeholders, and project owners after ensuring data analysis and insights are reviewed by management to validate accuracy and minimize errors + Will support the development of business requirements and facilitate project execution as well as educate/ train business users on how to integrate analytics into Decisions + Keeps abreast of emerging issues, trends, and evolving fraud risks and assess potential impacts to the Bank + Assesses/ identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure and in alignment with risk appetite **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork; ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness, and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units + Role model behaviors consistent with TD's leadership profile, customer and employee experience agendas and risk and control culture + Creates an extraordinary place to work, advance and sustain a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.