Nicolet National Bank Remote jobs

will be fully remote and can be hired anywhere in the continental U.S. The Client Experience & Loyalty manager will drive the strategic development, operational execution and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and lifetime value, as well as reduce churn. This role sits at the intersection of marketing, sales, service, and revenue operations, collaborating across internal teams to deliver go-to-market programs and the Optiv Promise. The primary goal is to build long-term relationships with clients to develop ongoing business and increase client satisfaction. How you'll make an impact * In partnership with the GTM team, own the voice of the client across all channels and touchpoints and serve as the point of contact for high-value or at-risk clients * Manage client satisfaction surveys. Use data to drive continuous improvement in client interactions and service delivery * Build an ongoing feedback framework to collect and assess feedback and provide ongoing improvements * Increase referral rate, i.e., client's willingness to recommend/refer Optiv * Expand existing Client Loyalty program to improve lifetime experience * Analyze customer data to track client behavior preferences and feedback to identify trends and opportunities * Foster a culture centered around client advocacy, responsiveness, and continuous improvement * Collaborate with enablement teams to ensure alignment of training offerings * Partner with finance and revenue teams to understand ROI of client retention strategies * In partnership with Sales and Enablement, operationalize and track the Optiv Promise * In partnership with the Portfolio Manager, stay on top of industry trends, technology, and client requirements to inform strategic direction * Monitor client engagement trends to identify attrition risks early * Implement best practices for onboarding, adoption, and customer lifecycle management * Collaborate with Marketing to provide recommendations on client events and provide executive support * Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback * Performs other duties as assigned * Complies with all policies and standards What we're looking for * Bachelor's Degree preferred or a related field * 4-7 years proven customer-facing sales, relationship management, escalation management, or customer success experience, preferably within the cybersecurity industry * Confident leading meetings with external executive stakeholders, making and influencing decisions, documenting progress, and resolving issues quickly and collaboratively * Familiarity with Salesforce Reporting, Dashboards, CPQ, and Opportunities is preferred * Experience in untangling complex processes, and providing succinct, data-driven recommendations to leaders * Proven success in building and maintaining relationships with senior leaders * Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey #LI-SM #LI-Remote What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

About the Role Remote - Michigan residents Do you have a great eye for detail and a talent for figuring things out? Bring your customer service mindset and a willingness to learn. We'll train you on everything you need to know. No auto experience needed! As a remote Vehicle Processing Clerk (Disposition Coordinator) at Morley, you'll help people across the country return vehicles to the auto manufacturer. You'll be a friendly contact who makes sure every case contains proper documentation. Because of the work you do, you'll help people through what can be a trying time, making it go as quickly and easily as possible. What Can I Expect? * We make sure you have the tools you need to be able to do your job right and be connected with your team. * Our reacquired vehicle management team is one of the strongest in the business at handling vehicle buybacks. We have the processes and relationships in place to make sure that our team can do this smoothly. You'll find steady work, supportive leaders, strong benefits and advancement opportunities here. What You'll Do * Communicate with clients, customers, lien holders, dealerships, and appropriate state agencies and suppliers to complete vehicle repurchases * Handle both inbound and outbound communications (phone, email, mail) * Secure required documentation by contacting appropriate parties to expedite the return of repurchase documents * Expedite and track case handling through documentation systems * Meet required metrics * Handle multiple cases simultaneously within guidelines * Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude Questions Before You Apply? Live chat with a Morley Talent Acquisition (TA) Specialist (careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time (closed on some holidays) | TA will respond to after-hours questions the next business day). Skills for Success Required Skills * Excellent multitasking, analytical and problem-solving skills * Microsoft Office skills Eligibility Requirements * High school diploma or equivalent * One or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers) * Able to work shifts within the center's hours of operation: * Monday to Friday (no weekends!) * Primary shift: 8 a.m. - 5 p.m. Eastern time * Rotational shift 2-4 times per month: 11 a.m. - 8 p.m. Eastern time Remote Work Requirements * Michigan resident * Secluded and distraction-free work environment * Required internet setup: * High-speed internet delivered through a wired provider (cable or fiber) * Computer must be physically connected to your modem / router using an Ethernet cable * Wireless, 5G and satellite connections are not supported The Remote Experience Wondering what it's like to work for Morley from home? Check out this video to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused. (direct link to video: ********************** Why Join Our Morley Family At Morley, your paycheck is just the start - add in health coverage, wellness resources and financial benefits, and you get a total compensation package designed to support you in work and in life. Health & Wellness Benefits * Medical and prescription coverage, including free annual physicals * Dental and vision insurance * Paid time off * Associate wellness program with rewards for annual checkups * Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma) Financial Benefits * 401(k) with match * Flexible spending account (FSA) * Life insurance * Company-paid short- and long-term disability insurance Benefits to Make Your Life Easier * 24/7 online access to doctors through Teladoc * 24/7 nurse help desk * Patient advocacy with free 24/7 support for benefit questions and claims * Guidance for family, financial and estate planning (including wills) About Morley Our mission is to deliver extraordinary experiences. We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our associates and for the world-leading companies that partner with us. We are an Equal Opportunity Employer and promote a caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact *******************************. Thank you for your interest in Morley. Notices * Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: ********************* and your right to work: ********************* * Click here to view Morley's CCPA Notice for applicants in California: ******************************* * Click here to view Morley's privacy policy: ************************************************

Towne Mortgage Family of Companies has more than 40 years of experience in the mortgage industry as a multi-channel, national mortgage lender. Our model is simple: RELATIONSHIP and SPEED. We are always looking for talented AEs to help grow our team. When you choose to work at Towne, you join more than a mortgage company; you become part of the Towne family! If you want to work for an award-winning company with competitive compensation, comprehensive benefit offerings, and flexible work-life, you have found the right place. Grow with us! Serious candidates meeting the qualifications are encouraged to apply. Only applicants with a minimum of 2-3 years of mortgage sales experience will be considered for the role of Inside Sales Account Executive. *This job can be performed remotely in most all US States The responsibilities and qualifications for this position are outlined as follows: The Inside Sales Account Executive will play a crucial role in driving new business for Towne by establishing relationships with prospective Third-Party Origination (TPO) clients nationwide. The ideal candidate will possess the following qualifications: Responsibilities Overview: • Proficient use of Towne's Customer Relationship Management System (CRM) to effectively engage with TPO clients and facilitate new business development • Participate in onboarding and training of new client LOs and processors • Maintain regular communication with clients to understand their needs and ensure satisfaction • Address complaints promptly and aim for swift resolution to uphold the company's reputation • Proactively gather contact information for prospective LOs, processors, and broker-owners • Conduct daily outreach to prospects via cold calls, emails, texts, and social media • Utilize business intelligence/analytics for enhanced client insights • Harness marketing, CRM, and social media platforms to enhance brand visibility and product offerings • Regularly report prospecting progress to Senior Leaders • Maintain regular communication with clients to understand their needs and ensure satisfaction • Address complaints promptly and aim for swift resolution to uphold the company's reputation Experience Needed: • Minimum 2-3 years of mortgage sales experience as an Account Executive is required • Existing book of business preferred • Strong presentation skills for phone and virtual meetings • Proficiency in market research, sales, and negotiation • Familiarity with mortgage products and guidelines; ability to quickly grasp Towne's offerings • Outgoing personality with excellent communication and relationship-building skills • Exceptional organizational and time management abilities • Willingness to dedicate significant time to prospecting and cold-calling • Team player with a passion for business development and client satisfaction • Alignment with Towne's Core Values and commitment to company culture • Reliable attendance and full engagement with Towne business operations • Advocate for company culture and adherence to core values • Flexibility to support additional responsibilities and functions as needed Towne Mortgage is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information, as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

The Training Specialist role is responsible for facilitating in-person and/or virtual learning experiences that incorporates use of adult learning principles and recognizes different learning/work styles using existing resources or programs. This role will deliver training and measure individual progress to ensure learners can deliver business results. This role will be responsible for delivering learning solutions that cover a wide range of topics such as company orientation, industry knowledge, Thrivent product, process, and systems knowledge, as well as service skills development. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Facilitate in-person and/or virtual learning experiences using existing resources and programs. Ensure a positive, inclusive and effective learning experience for all participants to achieve intended learning objectives As requested, make moderate revisions to the existing learning materials which could include job aids, tutorials, web-based training, workshop curriculum, learner guides, articles, publications, technology tips, video, etc. based on user feedback and necessary content changes. Consult with business leaders to assess learning/development/training needs and assist with the development of the solutions and tools to address those needs. Document and maintain all training records. Monitor, evaluate and record effectiveness of training courses. Recommend and develop improvements as needed. Provide feedback to content owners, represent training interests on project teams, and recommend training approaches as needed. Provide timely follow-up to participant questions. Support the design, development, and management of effective learning and performance-focused solutions, assess business & target audience learning needs, assist with developing the learning strategy, and identifying delivery methods including the identification of innovative learning methodology. Collaborate with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels. Identify internal and/or external emerging issues, research and analyze training and development practices, methodologies and trends and recommend new approaches. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience Three to five years' experience delivering training for in-person and/or virtual settings. Experience designing courses using a commonly accepted instructional design model, e.g., ADDIE. Experience writing explicitly stated learning objectives and creating lesson plans using Bloom's taxonomy. Experience using learning management systems. Intermediate to advanced skills in MS Office applications including MS Word, Excel, and PowerPoint Experience working with and influencing employees and leaders at all levels in the enterprise FINRA Series 7, 66 and SIE, and life and health insurance required or obtained within 90 days of hire/transfer Preferred: Prefer experience in coaching/mentoring in a corporate and field setting. Prefer knowledge of Thrivent and Thrivent's product solutions, tools, and platforms. Prefer experience in financial services and experience working directly with financial advisors. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $60,844.00 - $82,317.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

About The Role: Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird's PWM system and provides guidance and support to Baird's Financial Advisors. The associate will provide support to a team that manages Baird's two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors. The Impact You'll Make: Participate in the creation of the daily Private Wealth Management morning research email, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates. Assist the team in responding to Financial Advisors' inquiries about specific stocks, sectors, and/or investment themes. Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios, and providing insight on general investment topics/themes including portfolio construction. Assist with the development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients. Conduct ongoing due diligence of stocks held in the two Private Wealth Management home office portfolios - the Baird Recommended Portfolio and the Baird Rising Dividend Portfolio - particularly in conjunction with companies' quarterly earnings reports. Over time, as investment acumen develops, the Associate will have an opportunity to participate in the portfolio management process, offering new buy ideas and sell recommendations for the investment committee to consider. Assist with the initial drafting and creation of written portfolio materials, including trade summaries, quarterly marketing materials, and other supporting research documents. Other duties/projects as assigned to support Baird's growing PWM business. What You'll Bring to Baird: Bachelor's degree in finance, business, or other related field. Progress toward CFA preferred. Strong analytical skills and a passion for the markets. Adept with spreadsheets, databases, and word processing applications; experience with Bloomberg, FactSet, and Morningstar a plus. Strong oral and written communications skills. Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills. Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment. Capacity to handle increasing levels of responsibility as needed. Willingness to obtain SIE, Series 7, and Series 63 licenses within 6 months of hire. Willingness to work early hours; workday starts at 6:30 am. This position offers flexibility to work Monday-Thursday at Baird's global headquarters in Milwaukee, WI and work remote on Friday. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The Director of Plan Administration will lead the day-to-day operations of our Plan Administration team. This individual is responsible for overseeing a team of administrators, ensuring timely and accurate delivery of compliance testing, Government filings, and annual reporting for our Plan Sponsors. The ideal candidate has technical expertise in Qualified Retirement Plans, proven leadership experience, and a commitment to delivering exceptional service to Plan Sponsors and Financial Advisors. ________________________________________ Key Responsibilities: Lead and manage the Plan Administration team, including hiring, training, mentoring, and performance reviews. Oversee the administration of Defined Contribution Plans, including Nondiscrimination Testing (ADP/ACP, Top-Heavy, Coverage), Contribution calculations, and Forms 5500 preparation. Coordinate with Actuarial Service providers regarding Paired Plans. Ensure compliance with DOL, ERISA and IRS Regulations and keep team updated on Regulatory changes. Oversee the preparation of Plan Sponsor initiated Amendments and IRS-mandated Restatements Act as a technical resource for internal staff and external clients on complex Plan design and compliance issues. Maintain strong relationships with Plan Sponsors, Financial Advisors, recordkeepers, and other stakeholders. Develop and implement process improvements to increase efficiency and accuracy. Support the onboarding of new Plans and coordinate the transition of existing Plans. Manage workload distribution and deadlines to ensure timely and quality deliverables. Collaborate with Executive leadership on business strategy, Plan Sponsor delivery, and growth initiatives. Monitor key performance indicators (KPIs) and report progress and risks to leadership. Requirements Qualifications: Bachelor's degree in Accounting, Business, or related field (or equivalent experience). 7+ years of experience in Qualified Retirement Plan administration. 3+ years of leadership or management experience in a TPA or similar environment. Strong knowledge of DOL, ERISA and IRS rules governing Qualified Retirement Plans. Professional credentials such as QKA, QKC, QPA, CPC, or NIPA equivalent preferred. Excellent analytical, organizational, and communication skills. Experience with TPA administration software (e.g. ASC Compliance and Document, Plan Sponsor Connect, FTWilliam) preferred. High level of attention to detail and ability to manage multiple priorities. Benefits: Competitive salary and performance-based bonus Health, Dental and Vision insurance 401(k) with Employer Matching Contribution Paid time off and holidays Opportunities for professional development and Continuing Education Flexible work environment and remote work options (if applicable)

*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 Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale 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 RBC Rochdale. * 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

The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities. **Responsibilities:** + Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors + Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches + Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence + Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process + Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools + Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues + Client Engagement: This is a client-facing role requiring approximately 10% travel **Basic Qualifications:** + High School Diploma, GED or equivalent certification + At least 6 years of payments industry experience within financial services **Preferred Qualifications** + Bachelor's Degree in Business, Finance, Information Technology, Engineering + 8+ years of payments industry experience within financial services + Experience influencing key stakeholders, executive level clients or internal business partners **Capital One is open to hiring a Remote Employee for this opportunity.** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive Chicago, IL: $106,700 - $121,700 for Lead Account Executive Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

at First Business Bank Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! This position has a Hybrid Work Model: 3 days per week at our Madison, WI location. CORE OBJECTIVES Customer Service Timely and professional response to emails and telephone calls to the loan department. Loan Activities Post loan payments and advances on loans Perform address changes and risk rating changes Loan reports Credit Verifications Follow up on items in monthly tickler reports Prepare loan payoff statements Timely and professional response to emails and telephone calls to the loan department Loan Documentation Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy. Book Loans Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer. Loan Filing Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner. QUALIFICATIONS: Banking experience in loan processing preferred Ability to work independently and use independent judgment with minimal supervision Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented Strong desire to be curious and inquisitive, and self-confidence to ask questions Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise. Accountable for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution. Responsibilities have various levels of risk correlating to the type and size of account or product. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise. Basic Qualifications * Two years or more of related experience Preferred Skills * Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients * Ability to multitask and meet established deadlines in a dynamic work environment * Demonstrated analytical, problem-solving, decision-making, and organizational skills * Effective customer relations, interpersonal, and verbal and written communication skills * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications This position is hybrid, i.e., working three days per week at the listed U.S. Bank location(s) with flexibility to work remotely the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Pharma/Medical Expertise into Financial Services! Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman. Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives. Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career. A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn - Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes - Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan - Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher - Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske - Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Key Responsibilities of a Financial Advisor: 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: Experience: Previous experience in financial services or insurance is 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). About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. * We have several openings for this role.* Section 2: Job Functions, Essential Duties and Responsibilities * Ability to successfully complete and support the work outlined for the Compliance Associate roles * Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations. * Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information * Supports DOL, IRS, and Large plan audits * Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans * Is responsible for plan administration, compliance and testing for identified blocks of business * Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines * Prepares annual valuation and compliance reports for Clients * Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents * Supports and completes assigned quality assurance reviews * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree preferred * 3 to 8+ years of hands-on Retirement plan testing experience will be considered * Experience doing Employer Calculations * Must have experience with 5500's and other relevant documents * Experience with cash basis and/or trust accounting * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytical and problem-solving skills * Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters * Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements * QKA designation preferred but not required * Involvement or work towards associates QPA designation preferred * Prior experience with plan administration software, i.e. FT Williams or ASC preferred. The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards. **Basic Qualifications** Bachelor's degree, or equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements Strong project and information management skills Strong organizational, analytical and problem-solving skills Basic leadership and team-building skills Excellent interpersonal, verbal and communication skills Well-developed customer service/relations skills **Preferred Location** Remote based in Madison, Wisconsin Market If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

SHAZAM recognizes that financial institutions build better communities, and this drives our passion to strengthen financial institutions. We are a trusted partner to our valued customers providing answers, choice, and innovation with an impeccable level of customer service - a level unmatched in the industry. And here's the best part - we're a national company that offers a small-company feel, a cultural balance that's hard to come by but very real at SHAZAM. Your growth and development are top priorities and you'll be surrounded by talented individuals and postured to make a real difference in the company. As a team member at SHAZAM, you'll be an essential part of our mission as we work together strengthening financial institutions. This is a remote position. What we're looking for: SHAZAM is looking for a Fraud Rules Analyst to join our team. In this position, you'll play a critical role in preventing fraudulent activities by developing, implementing, and maintaining fraud detection rules and strategies. This position involves analyzing transaction data and patterns to identify potential fraud risks and collaborating with cross-functional teams to enhance fraud prevention measures. The analyst will continuously monitor fraud trends and adjust rules to improve detection accuracy while minimizing false positives. What you'll do: Collaborate with fraud investigation teams and other stakeholders to support the overall fraud strategy, specifically in the areas of data analysis and interpretation, authorization risk analysis, consumer identity management, and authorization decisioning. Develop, test, and implement fraud detection rules and scenarios based on data analysis and emerging fraud trends. Monitor transaction data and alerts to identify suspicious activities and recommend appropriate actions. Handle complex inquiries through support channels to fraud and transaction risk related items. Analyze the effectiveness of existing fraud rules and make data-driven adjustments to improve detection rates. Support the organization's fraud management program, including reporting and analysis of available fraud prevention, detection, and response tools. Directly support financial institutions with questions on fraud management programs, tools, and cases of fraud. Serve as a subject matter expert for the fraud management tools for the organization. What you need: Experience in rules authoring, development, and evaluation processes in decision management fraud detection platforms. Experience with SQL or Blaze rule authoring languages a plus. Strong technical and analytical background, and attention to detail. Excellent communication skills and relationship building to effectively work with all levels within the organization and outside resources. Demonstrated organizational skills. What's in it for you: A mission-driven company with a strong sense of purpose A hybrid work environment that values flexibility and collaboration Opportunities for professional development and career growth A culture that values innovation, integrity, and community impact Excellent benefits: Health, dental, and vision insurance 401(k) retirement plan with company match Flexible spending and health savings accounts Life insurance and short- and long-term disability provided at no cost Time away from work - PTO, VTO, paid parental leave, and company holidays Educational assistance Actual compensation is based on various factors, such as geographic location, experience, education, and/or skill level, and is finalized at the time of offer. SHAZAM is an equal opportunity employer, including those with disabilities or status as a protected veteran. All qualified applicants will receive consideration for employment. Visa Sponsorship: This position is not eligible for sponsorship for work authorization by ITS, Inc./SHAZAM. Therefore, if you require sponsorship for work authorization now or in the future, we cannot consider your application at this time. Please be aware that SHAZAM may use an Artificial Intelligence (AI) tool to assist in the review and screening of job applications for this position. The AI system is designed to help our team efficiently identify qualified candidates by identifying relevant skills and experience within submitted applications. All final hiring decisions are made by our hiring team.

About this role: Wells Fargo is seeking a Senior Lead Business Execution Consultant as part of Consumer Banking and Lending in CMSPL. This role is in Product Capabilities supporting Payment Network Mandates and Rules on Credit Cards. This individual will be a program manager, overseeing all Network rule and mandated changes that need to be implemented at Wells Fargo, and ensuring changes are implemented on Fiserv, our system of record. This position will be on the Plastics/BIN/Network team in Product Capabilities. In this role, you will: * Act as a Business Execution advisor to leadership to drive performance and initiatives, develop and implement information delivery or presentations to key stakeholders and senior management. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, relationship building and understanding of business, delivering independent solutions on a short time schedule. * Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational. * Lead team meetings or steering committee to facilitate decision making, collaboration and support implementation of recommendations and plans. * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Provide directions to a cross-functional team using business expertise. * Perform General Project/Program Management including managing contact list, tracking responses from Business partners, and scheduling and leading cross-functional call and initiatives. * Navigate the Wells Fargo CMSPL Agile Blueprint and submit technology intake requests as needed. Ability to interact with technology outside of CMSPL Blueprint. * Manage schedule of activities across both Rules and Mandates. * Develop and manage reporting. * Manage controls to ensure compliance and risk is mitigated. Required Qualifications: * 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Familiarity with Visa, Mastercard networks and specifications. * Understanding how these four parties work together: Merchant, Network, Processor, Wells Fargo. * Broader payments experience. * Experienced on JIRA/Confluence/Sharepoint Desired Qualifications: * Experience navigating through ambiguity * Ability to exercise independent judgment and creative problem-solving techniques * Strong personal and team time management skills and ability to meet deadlines * Experience building partnerships and consulting effectively with leadership * Ability to work across multiple lines of business leading large scale initiatives * Ability to be flexible and adjust plans quickly to meet changing business needs * Strong attention to detail and accuracy skills * Outstanding problem solving and decision-making skills * Experience translating business needs into complex analysis, designs and recommendations * Familiarity with Change Management Central (CMC) tool and procedure * Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills * Knowledge and understanding of Wells Fargo internal systems, services and nomenclature. Additional Desired Qualifications: * Highly desired Fiserv (First Data) experience Job Expectations: * Must be available to work a hybrid model where you will be working on-site 3 days and the option to work from home 2 days from one of the stated locations listed in the job posting. * VISA sponsorship will not be supported by this role. Posting End Date: 8 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is responsible for supporting and maintaining enterprise monitoring and telemetry platforms; Confluent Enterprise Platform (i.e., Kafka), ITRS Geneos, and OpenTelemetry telemetry pipeline as a member of the Enterprise Telemetry team. Activities include supporting Kafka producers and consumers, ITRS agent administration, OTEL pipeline management, troubleshooting and resolving issues, identifying opportunities for improvement, and creating reference and run-book documentation. May also participate in developing observability dashboards and configure monitoring and alerting as needed. Must be able to plan, coordinate and implement changes and use tools to troubleshoot incidents. Strong verbal and written communication skills are required. This position will help monitor the health of these environments and address issues in a timely manner. Duties will also include on-boarding new producer and consumer use cases, performing software upgrades, process improvement, and additional platform support roles. It will also include contributing to the build and support of the enterprise telemetry pipeline. Proficient with Monitoring Tools, Linux administration; Proficient in Kafka administration, including installing software, modifying configuration files, and agent management. Highly efficient multi-tasker and great organization skills. Splunk, Grafana, and Datadog experience a plus. Duties will include: · On-boarding new Kafka producer and consumer use cases. · Engineering and supporting the enterprise telemetry pipeline · Testing and deploying software upgrades. · Managing and supporting telemetry agents. · Support of OpenTelemetry collectors · Issue troubleshooting and resolution. What you have · Deep understanding of the Confluent Enterprise Platform component: Brokers, Topics, Partitions, Producers, Consumers, Zookeeper, KRaft. · Ability to setup and configure on-prem Kafka components, replication factors, and partitioning. · Experience engineering logging platforms · Understanding of telemetry monitoring platforms and concepts, like ITRS Geneos, OpenTelemetry agents like Grafana Alloy. Grafana Cloud and Datadog. · Deep understanding of security protocols: SSL/TLS, SASL, LDAP, etc. and role-based authentication. · Experience working in telemetry monitoring (alerts, events, logs, metrics, and traces). · Experience working in Linux/Unix, Windows, and virtualized environment. · Understanding of cloud environments (AWS, Azure, GCP, and PCF) · Familiarity with DNS, Load balancing, and firewalls. · Ability to analyze logs to diagnose issues. · Experience using other monitoring or analytics tools such as Splunk or Prometheus) · Desired: Scripting experience with Python, Bash, Powershell or similar. · Desired: Knowledge or experience in high level languages such as Java or Go. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Consumer Loan OriginatorSummary To assist the credit union in achieving its mission statement: “ PFCU WILL DELIVER FINANCIAL WELL-BEING WITH VALUE, CONVENIENCE AND EXCEPTIONAL SERVICE”. The Consumer Loan Originator is responsible to make outbound phone calls to members regarding various items ranging from general services to presenting specific targeted sales opportunities. Additional responsibilities include accurate processing of applications for new accounts, loans, and other products and services received through all member channels. Support, model & adhere to PFCU's Service Standards as outlined in My MARC. This role is a hybrid position with requirements to report to the Portland Brand headquarter. Essential Functions, Duties, & Responsibilities Make contact with members in order to support sales or promotional campaigns in order to deepen relationships or cross-sell additional PFCU products or services, including initiating outbound contact on new indirect loan memberships or on-boarding for new memberships from the online account opening process. Promote and provide loan products by outbound calls. Analyze member's credit data, financial situation and financial goals. Follow-up and maintain pending loan queue. Maintain loan information and follow-up documentation. Proactively identify any financial need and educate members on each possible solution. Assist members with in-depth questions about their accounts. Accurately process incoming applications for new accounts, loans, and other products and services. Responsible for the timely processing of loan applications and serve as the member liaison between loan origination and loan closing. Engage in continuous learning to maintain an adequate level of knowledge in all areas of responsibility. Demonstrate sensitivity, support, respect, flexibility, dependability and timeliness in order to take personal responsibility and accountability for actions and performance. Build a deeper relationship with the member by cross selling other credit union products and services. Meet or exceed established minimum performance expectations. Provide regular reports (as requested) regarding efforts and results. Maintains on-going communication with supervisor, informing individual of all pertinent problems, irregularities, new developments, changes and other important information within the area of responsibility. Demonstrate enthusiastic support of corporate mission, core values and long term objectives. Seek training opportunities to develop or enhance through training, conferences, reading etc. Willingly participate in and attend educational functions and meetings as requested by management Perform all other duties as assigned. Regulatory Compliance Follows regulatory and policy compliance requirements which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Red Flag and Anti-Money Laundering (AML) Regulations, and other compliance related policies. Confidentiality This position requires maintaining confidentiality with regard to non-public information about our members, employees and the Credit Union. We must protect the confidentiality of member information. Financial transactions are confidential and private. With account access, employees are to handle member information responsibly and confidentially. Security To ensure the safety and security of all employees, employees must follow all security policies and procedures at all times. Security is the responsibility of all employees. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Requirements High School Graduate or equivalent Work Experience A minimum of two (2) year experience as a Loan Member Service Pro at PFCU or Consumer Lending Processor, Indirect Lending Processor or Universal Employee.Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public. Mathematical Skills Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations. Other Skills & Abilities Ability to creatively structure good performing loans within PFCU policies and procedures. Excellent understanding of lending policies and procedures. Able to make decisions and recommendations. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, and feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk and stand. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in work environment is usually moderate. While performing the duties of this job, the employee occasionally works near moving mechanical parts, and is occasionally exposed to risk of electrical shock. Mental Demands The employee is frequently required to use alertness, precision, resourcefulness, problem solving, numeric calculations, persuasiveness, auditory perception, memory, creativity, judgment, writing ability, reading ability, reasoning, imagination, patience, visual perception, comparing, and analyzing. PFCU is and equal opportunity employer.