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New Mexico Educational Assistance Foundation jobs

- 625 jobs
  • AVP Mortgage Operations

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking an Assistant Vice President of Mortgage Operations to join our organization. As the AVP of Mortgage Operations, you'll direct and coordinate all activities of the Mortgage Services Loan Operations staff (Loan Processors, Underwriters, Closers, Home Equity Operations, and other non-mortgage Loan Originator staff), including the planning and execution of activities that will improve the efficiency and effectiveness of all mortgage loan and home equity origination activities. You will formulate strategies that support the growth of Mortgage Services and the organization while acting as a resource and Subject Matter Expert in support of organizational projects; to represent Mortgage Services and Nusenda in the community. What You'll Do: * Direct daily operations for the activities of mortgage loan processing, underwriting, closing, and administrative duties. * Develop and implement departmental strategies in alignment with organizational expectations that meet objectives and goals. * Monitor, analyze, and report on program effectiveness, and systems to identify opportunities for improved efficiencies and member experience. * Ensure overall compliance with all regulatory, secondary market and credit union policies and procedures. * Analyze quality control reports and take corrective actions as necessary. * Coordinate with the VP of Mortgage Production to ensure the completion and distribution of all policy and procedure changes. What You'll Need: * Five to eight years of similar or related experience. * Bachelor's Degree in Business Administration or similar field Key Skills and Experience: * Extensive knowledge of consumer and residential real estate lending practices, procedures, and regulatory requirements. * Development, performance management, training, and employee counseling skills essential * Exceptional verbal, written, and presentation skills with the ability to work with multiple levels of the organization. * Must possess strong analytical and problem-solving skills, with the ability to derive innovative strategies and implement them in a timely, effective manner. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $70k-99k yearly est. 8d ago
  • Digital Engagement Director

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Digital Engagement Director to join our organization. As the Digital Engagement Director, you will manage the digital team and tools, including daily operational tasks, employee performance and development. You'll be responsible for developing and executing comprehensive marketing strategies to engage audiences across multiple digital channels and implement optimization of digital member experience through Search Engine Optimization, journey mapping, lead scoring. You will analyze audience data on optimizing digital campaign performance and efficiency to achieve Marketing goals. You will oversee digital platforms and tools including the credit union website, email marketing, mobile app reviews, video content, reputation management, and marketing automation. What You'll Do: * You'll oversee, coordinate, and assist in the daily activity of the Digital Engagement team(s) to include assignment of duties and special projects, monitoring workload and productivity, planning and prioritization, problem resolution, and develops recommendations for change or improvement. * You'll be the administrator of Marketo or any Marketing Automation System, SiteImprove or any Software as a Service (SaaS), Sitefinity or any Content Management System (CMS), and any other member interactive digital tools/software and tactics, ensuring effective functionality in alignment to desired utilization. * Develop and implement comprehensive digital engagement strategies including journey mapping and lead scoring across website and any SaaS, Marketing Automation Systems or other current digital or emerging platforms to drive audience growth and engagement in collaboration with VP of Digital, Advertising, and Operations. * Maintain customer/member journey maps within Marketo and SiteImprove to track digital touchpoints on Nusenda website to optimize the member experience, identifying trends in data based off those interactions on the website. * Maintain and optimize lead scoring model to effectively qualify new member prospects and help define, build, and implement nurture campaigns to improve conversion rates for current members. What You'll Need: * Five to eight years of similar or related experience. * Bachelor's Degree in Marketing or similar field Key Skills and Experience: * Experience in customer journey engagement and mapping, optimizing digital experience, customer growth and acquisition nurture strategy, identifying and maintaining KPIs, and lead scoring. * Experience in Marketo or similar Marketing Automation Solution, SEO tools, SaaS, Content Management System (CMS), Local Search, Reputation Marketing and Video Management Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $63k-94k yearly est. 2d ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote or Farmington, NM job

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $82k-142k yearly est. Easy Apply 60d+ ago
  • Financial Services Consultant 1

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties * Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing * Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records. * Balances cash drawers at the beginning and end of shifts to ensure accuracy * Balances cash drawer and other transactions correctly and according to standard operating procedures * Issues cashier's checks, money orders, and bank drafts * Verifies and reconcile daily transactions to maintain accurate records * Proactively educates members of our products and services Member Service Duties: * Resolves any issues and problems faced by members, providing timely and regular updates. * Maintains a high level of professionalism and confidentiality in all member interactions. * Assists members with the following: * Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. * Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. * Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. * Loans: Credit card, loans, and bill payments * Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations. * IRA and Fiduciary transactions * Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. * Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. * Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. * Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. * Performs other duties as assigned. Financial Sales Duties: * Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. * Engages with members to understand their financial situations and short-term and long-term financial objectives. * Performs consultative selling to offer personalized products to members to help them achieve their financial goals. * Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. * Promotes financial products and services that are suitable for members based on their needs. * Identifies opportunities for account and membership growth and cross-selling additional products or services. * Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: * Excellent interpersonal and communication skills * Excellent organizational skills and attention to detail. * Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. * Strong verbal/written communication skills * Adaptability and willingness to learn new skills and technologies * Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: * Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: * Minimum one year experience in financial industry or consultative sales role or related experience * Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times. Salary Description $20-$22 (Depending on Experience)
    $23k-30k yearly est. 12d ago
  • Sr Engineering Support Specialist

    Honeywell 4.5company rating

    Remote or Albuquerque, NM job

    Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 129,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence. The Future is Bright in New Mexico - Join Us! Our New Mexico Operations team is growing and we're looking to fill dozens of positions in global security, engineering, project management, manufacturing, informational technology, and more. Join our team and help us keep our nation's nuclear deterrent safe, secure and reliable. Now and always! Summary This position performs a full range of complex engineering support assignments requiring significant knowledge of manufacturing, business and project management processes. Duties and Responsibilities The ability to work independently at a high level on complex engineering support tasks in alignment with business strategies/tactics. Identifies and pursues improvement opportunities, develops revised processes, and performs updates and/or maintenance to existing MES factory instructions. Create new production routings. Adhere to factory instruction standards. Facilitate reviews with other parties such as Production Control, Quality Engineering, Inspection, Product Engineering and Operations before final release to minimize subsequent changes. Troubleshoot and resolve issues related to work instructions. Interpret design definitions and suggests improvements for function, manufacturability, and cost. Facilitate reviews with process and quality engineering and production operations. Assess utilization of capital equipment in assigned area(s), provides recommendations for improved utilization, and conducts annual inventory and reporting as required. Creates documentation for engineering concurrence supporting cost management, generation of Cost Price Estimates (CPEs), risk assessments, and management/tracking against cost and schedule requirements. Helps create, maintain, and assess quality documentation required for product acceptance. Perform mentoring responsibilities for engineering support specialist II. You Must Have Bachelor's degree and five (5) or more years of relevant experience is required OR in lieu of degree at least seven (7) years previous experience in general business operations, manufacturing or engineering related administrative activities such as configuration management, financial reporting product testing procedures & data entry. Proven ability in decision making, organization & problem solving. Ability to travel up to 10% of the time. Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business. Regular and reliable attendance is an essential function of this job. United States Citizenship Ability to obtain and maintain, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations) We Value Strong PC literacy, proficient in MS office products. Effective verbal and written communication skills. Demonstrated subject matter expertise in MES, Matrix, Enterprise Content Management, Computer Aided Design, and others. Ability to interface effectively with support organizations and internal customers such as Manufacturing, next assembly, etc., and exercise judgment to determine appropriate action. Understanding of KCNSC processes and knowledge of KCNSC product strongly preferred. This /job posting is not all inclusive and other duties may be assigned FMT2021 This job description/job posting is not all inclusive and other duties may be assigned. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team at **********************. To learn more about our benefits and culture follow the link below: *************************************************** Additional Information: Job ID: 3373 Category: Engineering Level of Experience: Posting Location: New Mexico Operations 2540 Alamo SE Albuquerque, NM, 87106 Remote Eligibility: On-Site Travel Required: 0-10% Approved Work States: NM Hourly/Salary: Salary
    $62k-96k yearly est. 49d ago
  • Investment Consultant (External Wholesaler)

    City National Bank 4.9company rating

    Remote or Santa Fe, NM job

    *INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Preneed Sales Agent

    Security National Financial Corporation 4.0company rating

    Taos, NM job

    Full job description Quality leads you can trust so you can earn what you want. You're an ambitious professional who always strives to hit your goals. But, without qualified leads and community connections, are those goals even possible? Imagine what you could do with a dedicated team supporting your efforts with qualified leads, appointment setting, and strategic marketing resources! You'll be working in a recession-proof industry so the sky's the limit to growing your earning potential! What you'll do (and why you'll love doing it) * Make what you want: Earn competitive compensation that you control by closing pre-set appointments (typical average of $50,000 - $75,000/annually with no earning cap) * Live Flexibly: Enjoy the freedom of being your own boss, setting your schedule and balancing work and life priorities * Capitalize on our support: Lead generation programs and strategic marketing programs provided at no cost - you'll be representing one of our premier funeral home partners in qualified meetings with clients that typically last 90 mins * Experience recognition of a lifetime: Precoa Escapes Sales Incentive Trips for you and your family * Advance your career: A current life insurance license or ability to obtain one will give you professional credentials to use now and in the future Be independent, not alone As an Advanced Funeral Planner, you have a dedicated team of over 50 agents setting appointments and helping you know as much as possible about your clients. Precoa's field management provides you with organizational tools, mentorship, and coaching to succeed in a unique and growing industry. You can focus on what you do best - connecting with clients to plan their final wishes and provide peace of mind for their loved ones. Requirements Education and/or Work Experience Requirements: * High school diploma or GED required * Previous sales experience preferred, but not required * Experience in customer service, real estate, insurance, or related fields is a plus * Basic computer skills and ability to learn customer relationship management (CRM) systems * Valid driver's license and reliable transportation (if in-person meetings are required) * Current life insurance license or ability to obtain one * Strong interpersonal sales abilities, listening skills and relationship development skills * Ability to effectively close pre-set appointments * Excellent listening and persuasion skills, lead generation, and networking abilities Physical Requirements: * Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. * Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards * Must be able to occasionally lift and carry up to 15 lbs. * Must be able to talk, listen and speak clearly on the telephone * Must be able to sit for prolonged periods at a desk, while working on a computer Salary Description est. 50,000 - 70,000 / year
    $50k-75k yearly 60d+ ago
  • Mortgage Loan Processor 3

    Sandia Laboratory Federal Credit Union 4.4company rating

    Albuquerque, NM job

    Ensures all mortgage loans are processed and ready for underwriting in a timely, efficient, and accurate manner. Ensures that all loan application and processing requirements meet all Sunward guidelines, secondary market guidelines, and federal and state regulations to perfect the Credit Union's lien position. Compile and verify loan documentation to support member's loan application. Ensures accuracy of application in Loan Origination System. Completes any outstanding conditions and confirms loan is ready for Closing. Serves as a resource for the processing team. Essential Job Duties Review and analyze mortgage loan documents to ensure accuracy, completeness, lien position and vesting for the benefit of the member and minimize risk to the Credit Union. Verify loan application in mortgage loan origination system (LOS), to include credit, income, assets, etc. for accuracy, completeness, and to ensure compliance with Sunward guidelines, secondary market guidelines, and federal and state regulations. Follow up with members for additional information and documentation as required. Work with third-party vendors to submit orders as well as to review and resolve issues to minimize risk to the Credit Union. Satisfy all outstanding loan conditions. Exceed members' expectations through efficient, proactive, and accurate service to ensure superior member service via a variety of delivery channels. Provide a superior member experience by: Actively listening to and assessing the needs of the member Identifying and recommending solutions Referring members to the appropriate person or department Answer phone calls regarding mortgage questions accurately and professionally. Assist team with moderately complex processing issues that may arise. Serve as a resource to less experienced team members regarding job tasks. Assist with training of new department staff. Participate in the development and improvement of department procedures and processes. Be a champion for change regarding process improvements. Serve as back-up to other processors in their absence. Perform other duties as requested by management. Requirements Required Skills/Abilities: Possesses excellent interpersonal skills. Demonstrates daily the Credit Union's commitment to putting members first. Able to formulate creative solutions that strengthen the Credit Union's relationship with members and business partners. Demonstrates exceptional problem-solving skills. Demonstrates strong relationship management skills. Able to handle difficult situations in a positive and professional manner. Functions well within departmental and cross-functional teams. Able to accomplish objectives through teamwork and facilitation. Able to train others effectively. Demonstrates strong verbal and written communication skills; able to communicate lending-related topics clearly and succinctly to others. Possesses excellent organizational and time management skills; able to handle/prioritize multiple tasks and projects, meet deadlines, and work under pressure. Able to process a higher volume of work. Able to act independently to satisfy loan conditions. Able to identify opportunities for improvement with processes and procedures in order to improve efficiency. Required Knowledge: Thorough knowledge and understanding of real estate lending processes, regulations, terminology, guidelines, and documents, including escrow accounts, HMDA, flood, TIL-Reg Z, and loan applications. Demonstrates ability to assist others with these topics. Proficient with Microsoft Office applications and able to learn third-party software programs. Education and/or Experience: Minimum three years' direct experience with real estate loans. Associate's degree or successful completion of a specialized course or study in real estate or related field desired. Physical Requirement: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 5 pounds at times. Salary Description $29.85-$37.32
    $32k-39k yearly est. 9d ago
  • Branch Branding Specialist

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve, helping them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, tuition assistance, and more! Thank you for your interest in joining the Nusenda team! We are seeking a Branch Branding Specialist to support and enhance branding across our branch network. You will collaborate with Facilities, Branch Experience, Project and Process Management, and others to gather feedback, conduct market research, and ensure consistent messaging and design. Partnering with the Creative Director, you will implement branding strategies for existing branches and new builds, manage placement of marketing POP materials, and conduct branch visits to ensure compliance with brand standards. You will also create promotional materials, track brand performance, and recommend improvements to strengthen brand presence and engagement. What you'll do: * Collaborate with Facilities, Branch Experience, Project and Process Management, and other teams to gather feedback on branch branding concerns and identify opportunities for improvement. * Conduct competitive branch market research to inform enhancements and changes. * Work closely with the Creative Director to develop and implement branch branding strategies for both existing branches and new builds. * Develop and maintain branch branding guidelines to ensure consistency in messaging, design, and brand standards. * Manage placement of marketing point-of-purchase (POP) materials and conduct regular branch visits to ensure compliance with brand standards. * Partner with marketing, design, and product teams to ensure consistent application of the credit union brand throughout the branch network. * Create promotional campaign materials that align with organizational strategy, enhancing brand engagement and awareness. * Monitor and track brand performance, making recommendations for adjustments as needed. What you'll need: * Three to five years of similar or related experience in marketing, branding, or a related field. * Bachelor's degree in business administration, Marketing, Communications, or related field. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $30k-52k yearly est. 60d+ ago
  • Funeral Director or (Funeral Intern Arranger and Embalmer)

    Security National Financial Corporation 4.0company rating

    Santa Fe, NM job

    Key Responsibilities: * Guide families through the grieving process by facilitating the guidance and direction necessary to create a meaningful funeral service that honors the life of the person who died * Act as a project manager to coordinate with all relevant parties such as casket vendors, vault companies, florists, medical doctors, cemetery sexton, and others to complete service details * Complete legal documentation within the arrangement for proper record keeping, application of veteran's benefits, file death certificate with the appropriate county or state vital records office, and social security benefits * Work with funeral directors to prepare a deceased loved one for their viewing and service. This includes learning how to embalm, dress, apply cosmetics, and style hair * Build relationships based upon trust and confidence to guide families through their grief. You must be able to demonstrate effective communication skills that invite compassion and support for those in need * You must know how to prioritize daily responsibilities, effectively follow tasks through their completion and maintain organization and efficiency in keeping details in order * Strong proficiency in computer skills is a must. Practical understanding of Outlook, Word, Excel, Publisher, Adobe Photoshop, and other computer software applications where applicable Requirements * High school diploma or equivalent * Excellent communication, time management, and organization skills * Ability to work well with others, especially in a team setting * Have passion and enthusiasm for the work at hand * A high level of self-awareness, with an aptitude for responding well to change * Independent learner actively engaged and can quickly learn how to identify work to be accomplished * Be committed to activities that harness trust and integrity * Availability to work weekends, holidays, and evenings as necessary * Ability to stand and walk on your feet for long periods. Must be able to lift at least 50 lbs. and exercise good judgment in maintaining the safety and support of other team members Salary Description $22 - $28 per hour DOE
    $22-28 hourly 10d ago
  • Sr. Benefits Specialist

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Sr. Benefits Specialist to join our organization. As a Sr. Benefits Specialist, you will serve as a subject matter expert for the day-to-day operations of the organization benefits programs including group health, dental, vision, life insurance, health savings account, flexible spending plans, 401(k), 457(b), lifestyle and wellness, individual disability insurance, and defined benefit pension plans for all employees of the Credit Union and its affiliated subsidiaries. You will propose new initiatives, make recommendations for enhancements, communications, and activities. You will also ensure that benefit functions and programs are uniformly applied and documentation is maintained, keeping the company competitive while complying with regulations. What you'll do: * Promote benefit plans and performs associated administrative duties for 401(k), 457(b), retirement plans, medical, dental, vision insurance plans, group life, supplemental insurance, Health Spending and Flexible Spending accounts, Lifestyle and Wellness, Individual Disability Insurance, and the Employee Assistance Program. * Evaluate competitiveness, and validating employee eligibility, and consistent administration of various benefit programs to include tuition assistance, PTO, computer assistance and other benefit-related programs. * Serve as a subject matter expert, department trainer and mentor for benefits and resolve problems in support of the Director of People Operations. * Obtain feedback on member/internal customer experience, respond to inquiries, and make recommendations to improve. * Validate employee enrollments, terminations, COBRA coordination, benefits orientation facilitation, and serve as a liaison to employees with our insurance broker for questions or issues. * Maintain enrollment data in employee files and in HRIS system, process monthly billing, changes, reporting, and other related items as required. * Design and recommend communication plans for employees regarding benefits programs, including annual enrollment periods, changes to benefits offerings, and other important updates. What you'll need: * Eight to ten years of similar or related experience * Bachelor's Degree in Business Administration or Related Field Key Skills and Experience: * Experience in all facets of HR to ensure cross functional support to the People and Culture department. * Experienced in designing and implementing employee benefits programs, which may include current and future insurance, retirement plans, and other perk offerings. * Knowledge of benefit programs compliance with all relevant legal requirements, including state and federal laws. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $32k-45k yearly est. 28d ago
  • Teller

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Rio Rancho, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! If you are looking for an opportunity to join our team, our Teller role might be right for you. As a Teller at Nusenda, you are the member's first point of contact. You will be a trusted financial resource to existing and potential members by assisting with routine financial transactions at an exceptional service level. You will use a consultative approach to evaluate, educate, and fulfill member financial needs, referring members to specialized departments when necessary. To thrive in this role, you should have one to three years of similar or related experience. If you have previous banking experience, this might be the role for you! This position is a mixture of excellent member service, problem solving, and education. If you enjoy working with numbers, helping people with their problems, and are organized and thrive on accuracy, this might be the role for you. Some additional key skills and experience that will help you be successful in the first six months are: * Advance knowledge of service delivery operations. * Accuracy in numbers, procedural detail, processing and balancing negotiable instruments. * Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. * Ability to adapt quickly to change and proactively communicate. We are currently seeking a Full-Time Teller to join our Enchanted Hills Branch who can work 37-40 hours per week with open availability and flexibility, Monday-Saturday. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $23k-29k yearly est. 4d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Albuquerque, NM job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $49k-82k yearly est. 60d+ ago
  • Advertising Account Specialist

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. We invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking an Advertising Account Specialist to join our organization. As an Advertising Account Specialist, you will work directly with, and in support of Nusenda Credit Union sponsorship/partnership and third-party media vendors. You will deploy ads and ensure promotional items (swag), and Nusenda branded materials and deliverables successfully support positive event impressions and strengthen brand awareness. You will gather data and information on media placement effectiveness and report findings on effectiveness, efficiencies, gaps, opportunities, and awareness. Additionally, you will track and maintain marketing's swag inventory and media placements to support invoicing. You will also represent and prepare briefs for Nusenda's representation at events. What you'll do: * Support media buying strategy efforts through ad tracking, maintaining organized documentation or software for all media placements, schedules, types of ads, vendor ownership, start and conclusion dates, regional location of ads, and invoicing. * Deploy ads by working directly with third party vendors, ensuring deliverables are received for ad placements and buys within established timelines. * Gather information on the effectiveness of ads in marketing to support vendors and the Marketing Analyst in the creation of reporting. * Work with internal stakeholders and external sponsorships/partnerships to coordinate organizational representation at marketing events by preparing briefing documents for team members representing. * Track and help fulfill account agreement deliverables and requirements by working with vendors on creation of assets, delivery to locations, and status of new asset updates or renewals. What you'll need: * Three to five years of similar or related experience * Bachelor's degree in Business Administration, Marketing, Communications or related field Key Skills and Experience: * Experience in vendor relationship management, ad and media tracking and reporting, and event coordination and support. * Able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. * Effectively communicate with internal and external customers appropriately via in person, email etc. * Experience in multi-tasking, meeting strict deadlines, dealing with sensitive information, and problem resolution while providing exceptional service. * Knowledgeable in Microsoft Office and all internal systems as affiliated with the department. * Experience with project management software. * Ability to adapt quickly to change and proactively Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $36k-50k yearly est. 30d ago
  • Member Service Manager - Call Center

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! We are currently seeking a Member Service Manager (MSM) to join our Credit Union at our Contact Center. As a Member Service Manager you will be responsible for the day-to-day work activities and performance of the Member Service Representative Team. Your priorities include ensuring the delivery of exceptional member service in all call, email, and chat channels. You'll be responsible for the oversight of staff performance to include coaching, developing, and training of employees as well as for completing monthly performance reviews, addressing human resources issues, and department performance reporting. What you'll do: * Oversee the delivery of member service via phone, chat, email etc. * Consistently meet service expectations in assisting members with transaction, inquiries, problem resolution and cross selling of products/services. * Ensure appropriate processes and procedures are followed and revised to ensure efficient and effective operations. * Oversee the daily operations of staff; hire, train, direct, develop, and evaluate employee performance within the department. * Conduct team meetings and monitor calls for quality. * Ensure that all call center performance metrics are met (call quality, mystery shop, productivity, AUX usage, service levels, abandon rates, employee satisfaction, member satisfaction, and other key performance metrics) What you'll need: * Three to five years of similar or related experience * Associates Degree in Business Administration or related field Key Skills and Experience * Strong understanding of branch operations including all teller functions, consumer lending, and sales and service techniques. * Strong supervisory, technological aptitude, compliance, leadership, written and verbal communication skills * Employee development, performance management, training, and counseling skills are essential. * Strong analytical and problem solving skills, exceptional member service skills and adaptability. * Proficient in all Microsoft Office products and internal /transaction processing systems and applications We are searching for candidates who have open availability Monday-Saturday. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $47k-78k yearly est. 10d ago
  • Temporary Call Center Representative

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Albuquerque, NM

    Nusenda Credit Union is dedicated to excellent member service and we pride ourselves as being a top workplace. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. Thank you for your interest in joining the Nusenda team! Nusenda Credit Union is gearing up for a special project and as a result our Call Center is seeking temporary employees to support! This special project involves enhancing our products provided to members and providing top-notch customer service. We are on the lookout for member-oriented Call Center Representatives to join us for a 3-month temporary assignment, with the potential to become a full-time employee after the 3-month temporary assignment. What you'll do doing this 3-month period: * Assist existing and potential members with telephone requests. * Responsible for servicing members and potential members in a call center environment via phone calls. * Provide quality service on transactions and problem resolution. * Provide basic guidance for online and mobile banking navigation, including payment portal needs. * Answer questions regarding services and products to resolve problems. * Identify opportunities to educate members on appropriate services that align with financial needs. * Maintain compliance with regulations, policy, controls, and security procedures. What you'll need: * One to three years of customer service experience, call center experience preferred. * High school education or GED. Key Skills and Experience: * Effectively communicate with members appropriately in person, email etc. * Experience in multi-tasking, meeting strict deadlines, dealing with sensitive information, and problem resolution while providing exceptional service. * Knowledgeable in Microsoft Office and all internal systems. * Ability to adapt quickly to change and proactively communicate. Call Center Hours of operation are: * Monday-Friday 7:30am-6:00pm * Saturday 8:00-3:00pm Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $25k-32k yearly est. 18d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Santa Fe, NM job

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! * Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. * High degree of integrity. * Sales mentality. * Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly 29d ago
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Santa Fe, NM job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $81k-142k yearly est. Easy Apply 60d+ ago
  • Investment Consultant (External Wholesaler)

    City National Bank 4.9company rating

    Remote or Santa Fe, NM job

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Teller

    New Mexico Educators Federal Credit Union 4.3company rating

    New Mexico Educators Federal Credit Union job in Las Cruces, NM

    Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! If you are looking for an opportunity to join our team, our Teller role might be right for you. As a Teller at Nusenda, you are the member's first point of contact. You will be a trusted financial resource to existing and potential members by assisting with routine financial transactions at an exceptional service level. You will use a consultative approach to evaluate, educate, and fulfill member financial needs, referring members to specialized departments when necessary. To thrive in this role, you should have one to three years of similar or related experience. If you have previous banking experience, this might be the role for you! This position is a mixture of excellent member service, problem solving, and education. If you enjoy working with numbers, helping people with their problems, and are organized and thrive on accuracy, this might be the role for you. Some additional key skills and experience that will help you be successful in the first six months are: * Advance knowledge of service delivery operations. * Accuracy in numbers, procedural detail, processing and balancing negotiable instruments. * Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. * Ability to adapt quickly to change and proactively communicate. We are currently seeking a Full-Time Teller to join our Sonoma Branch who can work 37-40 hours per week with open availability and flexibility, Monday-Saturday. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
    $23k-29k yearly est. 18d ago

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New Mexico Educational Assistance Foundation may also be known as or be related to NEW MEXICO EDUCATIONAL ASSISTANCE FOUNDATION and New Mexico Educational Assistance Foundation.