Part-Time PM Customer Retention Representative (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Government Accounting & Advisory Accountant
Johnson City, TN jobs
Full-time, Part-time Description
At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.
We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive.
We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as:
· Audit readiness
· Financial management assistance
· Internal controls
Requirements
· 3-5 years of governmental accounting experience
· Strong working knowledge of Excel
· Attention to detail and ability to manage multiple client engagements efficiently
· Strong communication skills and a client-first mindset
Preferred:
· Bachelor's Degree in Accounting
· Governmental accounting or audit experience
· Strong analytical skills
· Ability to work effectively in a team environment
Work Location:
· Johnson City, TN or Norton, VA
· Remote work may be an option
· Minimal travel
Job Types:
· Full-time or Flex positions available.
Salary:
· Compensatory with experience. This is a salaried position.
Benefits:
· Competitive base salary + performance bonuses
· Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance.
· Generous PTO + holidays
Work From Home Representative | Entry Level | Flexible Schedule | Hiring Immediately
Houston, TX jobs
START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy:
Flexible schedules
Full training provided
High income potential
All without leaving your home. No experience? No problem. We'll give you everything you need to succeed.
✅ WHAT WE OFFER:
High earning potential - No cap on income
Full training provided - No experience required
Flexible schedules (Full-time or Part-time)
100% remote work from home
Rapid career growth opportunities
Hiring immediately - Start this week
YOUR ROLE:
Making outgoing calls, emails, texts and chats from clients
Provide clear answers and process requests.
Maintain professionalism and positivity.
REQUIREMENTS:
Computer/laptop with internet access.
Positive, coachable, and reliable.
Ability to work independently and with a team.
No prior experience required - we train you!
Must be willing to get Licensed in Life and Health Insurance
Must be a US Resident
AVERAGE EARNINGS:
$800-$1,200 weekly (Weekly Commission based Salary + performance bonuses).
APPLY NOW - INTERVIEWS ARE FILLING FAST!
Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!
Auto-ApplyWork From Home Data Entry Work , Earn $1600 Per Week (Remote)-United States
New York jobs
Entry-level job - Remote Work From Home. Full or part-time placements readily available from home. With or without experience we encourage all applicants to apply. We are seeking candidates curious about collaborating with companies that are working with workers for remote at home positions. Both full-time and also part-time opportunities are readily available in a variety of career fields including yet not limited to data entry, marketing, customer service and assistance, clerical, as well as administrative. Prospects with experience in within sales, outside sales, and also retail sales are additionally encouraged to apply on our web site. If you can work on your own from home as well as are self-motivated you would be a fantastic fit. Perfect candidates ought to appreciate such work as email customer support, data entry, social networks posting and also reviewing products. Data entry clerks come from all various backgrounds including customer service, sales assistance, clerical, secretary, administrative assistant, receptionist, call center, part-time, retail areas & more We are wanting to speak with you. Please apply on our site today! Requirements: Computer with internet access Peaceful working area far from interruptions Willingness to take instructions
Required Skills:
Data Entry
Sr. Life Insurance Underwriter (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we continually seek talented Senior Life Insurance Underwriters who can play a pivotal role in the company's expansion. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Remote Part Time Data Entry Clerk Jobs -$1400 weekly
Seattle, WA jobs
This is your opportunity to begin a long-lasting profession with unlimited opportunity. Find the liberty you've been trying to find by taking a minute to finish our online application. Benefits
Excellent weekly pay
Safe work environment
Multiple shifts are available from early morning to night and no experience is required.
You will have adequate opportunity for growth
Part-time offered - select the days you want to work
A dedication to promote from within
Responsibilities
Must be able to carry out duties with or without reasonable accommodation
Perform all other tasks as assigned
Assist in creating a positive, professional and safe work environment
Qualifications
No experience, Willing to train
Ability to work within established turn-around times
Must have excellent social skills and the ability to arrange simultaneous tasks
Ability to interpret and use company policies and procedures
Excellent verbal and written communication skills
Ability to work both independently and within a group environment
Ability to stay organized, give attention to information, follow directions and multi-task in a professional and efficient manner
Required Skills:
Data Entry
Bartender/Server
Baton Rouge, LA jobs
Bartender Server (Part-Time/ 1-31 hrs weekly)
Scope: The primary function as a Bartender Server will be to take drink orders, prepare mixed drinks, take food orders and deliver great customer service assuring gracious hospitality and prompt service as prescribed by company standards to the residents and patrons.
Organizational Structure: Reports directly to the Dining Services Director
Position Status: Non-Exempt, Hourly
Responsibilities
Greet customers and present beverage menus, making recommendations and answering all related inquiries.
Promptly responding to customer/resident requests in polite and professional fashion.
Accurately record and process transactions in POS system.
Assists the Dining Room Coordinator and Dining Services Director with the preparation and serving of meals.
Assists residents as needed during mealtimes.
Ensures that food is presented to residents in a manner that is professional and appealing.
Consistently practices proper sanitization procedures and follows the cleaning schedule.
Documents the completion of assigned daily cleaning tasks.
Participates in mandatory staff meetings.
Utilizes effective and safe inventory and storage methods for food, paper products, dishes, serving utensils, cooking equipment and chemicals.
Ensures food is labeled properly in the cooler, freezer and pantry.
Promotes high levels of resident satisfaction.
Ensures that the dining room set-up is consistently ready for designated and scheduled serving times and has a positive impact on food service hygiene.
Cleans dishes, utensils and equipment according to company procedures. Stores all supplies and equipment to maintain cleanliness. Uses all equipment as directed.
Performs additional tasks and duties as requested by the Regional Director of Dining Services.
Qualifications
Has a working knowledge of spirits, wine, beer and standard drink recipes
To perform this job successfully, an individual must be able to perform and complete each essential duty satisfactorily and have excellent communication and language skills
Ability to interact effectively with residents and community personnel
Meet all specific state and federal regulations for assuming the position of food and beverage server at an assisted living facility
High school diploma and/or GED, Bartenders Certification and SERV Safe Certification is preferred
All licensures required for the position
Physical Requirements
Continuous walking and standing
Must be able to perform work both inside and outside, which requires stooping, bending and lifting of approximately 50 pounds
Auto-ApplyVP, Controller
Saint Cloud, MN jobs
At Stearns Bank, we're helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we're currently looking for a VP, Controller. This is a fully remote position.
Come see how we're doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all.
Benefits
Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That's why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include:
Employee Stock Ownership Plan & 401k Plan
Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)
12-week Paid Medical Leave
Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent
$5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance
PTO from 13 to 23 days depending on tenure. Cashout and Carryover options.
10 Days Sick Time
11 Paid Holidays
4 Days Volunteer Time
2 Days Self Allowance Time
Tuition Assistance
For this position, we anticipate an annual range between $150,000 - $190,000.
Final employment offers will be dependent upon the selected candidate's relevant qualifications and experience.
JOB SUMMARY
Plans and direct the accounting operations of the company.
RESPONSIBILITIES
Oversees corporate operations of the Finance Department, which include accounts payable/ receivable, internal/external/regulatory financial reporting, and bank/general ledger account reconciliations.
Maintains a documented system of accounting policies and procedures; implements a system of internal controls over accounting transactions and works with internal audit to ensure compliance with all accounting FDICIA controls.
Oversees the production of periodic financial reports; ensures that the reported results comply with Generally Accepted Accounting Principles in the United States (US GAAP).
Develop and prepare and non-US GAAP ad hoc management reports as requested
Assists Chief Financial Officer with financial analysis, with emphasis on mergers & acquisitions, capital planning, and contract negotiations.
Prepares accounting and regulatory proformas for potential merger and acquisition targets.
Prepares Day 1 purchase accounting entries for acquisitions.
Responsible for oversight of the federal and state income tax estimates and tax returns preparation with the company's CPA firm.
Works with internal and external auditors to provide needed information for the annual consolidated financial statement audit, annual U.S. Department of Housing and Urban Development (HUD) audit, and annual employee benefit plans (ESOP/401k) audits.
Prepare resolutions for the Board of Directors for dividend approvals, annual FRB daylight overdrafts, and other resolutions as needed.
Oversee and manage the annual companywide insurance and fidelity bond renewal process
Oversee the financial reporting of all holding company and bank owned non-bank subsidiaries
Review and implement any new Accounting Standard Updates (ASU) from the FASB
Collect annual Regulation O information and track throughout the year
Ensures compliance with local, state, and federal government requirements.
Performs other related duties as necessary or assigned.
Loss prevention and security as applicable for this position.
Maintain a working knowledge of all legal and regulatory compliance issues as they pertain to this position.
Perform other duties as necessary for the efficient operations of the department and organization.
Complete required training.
REQUIREMENTS
Occasionally lift and/or move up to 25 lbs.
Literacy in English.
Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear.
Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
QUALIFICATIONS
Bachelor's Degree (B.A.) from a four-year college or university; or seven - ten years related experience in the finance/accounting industry and/or training, or equivalent education and experience.
Five + year's management experience.
CPA accreditation preferred.
Excellent oral and written communication skills.
Flexible.
Detail oriented.
Strong organizational skills and ability to prioritize multiple tasks.
Strong computer skills.
THE COMPANY
Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country's top-performing banks and “Best Banks to Work For” by American Banker.
As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com
EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran's status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.
Auto-ApplyLead Account Executive - Global Operations (Remote-Eligible)
Chicago, IL jobs
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).
Auto-ApplyWorkforce Management Program Consultant
Pennsylvania jobs
At PNC, our people are the greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Workforce Management Program Consultant within PNC's Retail Banking Operations organization, you will be based in Pittsburgh, PA, or Cleveland, OH. Other locations may be considered within PNC's footprint.
This position is primarily based in a PNC location. Responsibilities may require time in the office ranging from periodically to regularly. Some responsibilities may be performed remotely, at manager's discretion.
We are seeking a results-driven, data-passionate individual to join our Retail Bank Operations Workforce Management team. This strategic role will shape the future of the workforce management program throughout the business, leveraging analytical expertise to deliver valuable insights, champion operational excellence, and implement innovative solutions that optimize workforce capacity.
Key Responsibilities:
* Collaborate closely with line of business production leaders to drive and infuse workforce management tools and insights within daily management routines.
* Serve as a trusted advisor to line of business managers by providing expert guidance on workforce management decisions, technologies, and strategies.
* Through formal end-to-end engagements, facilitate the onboarding of expanded workforce management technology features, and operationalize these tools as business wide standards.
* Maintain continuity and accuracy of the workforce management program as the Retail Bank Operations organization evolves in personnel, structure, or scope of responsibility.
* Interface with technology vendor partners to drive problem resolution and/or enhanced functionality.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults with line of business to evaluate and oversee an organization's operations or technology processes. Develops solutions to optimize process efficiency, reduce processing time, and mitigate risks.
* Conducts thorough business diagnostics to identify, quantify and prioritize value creation projects. Develops and presents business case to approval committees. Responsible for overseeing implementation deliverables, cost-estimates, cost-benefit analysis, and providing rationale to how process improvement opportunities will assist in accomplishing business objectives more efficiently.
* Uses broad knowledge to facilitate the redesign of organizational processes. Creates solutions that optimize process quality, efficiency, and cost.
* May lead efforts to improve the quality and/or minimize process cost. Utilizes data analysis and process modeling to craft appropriate solutions that meet business requirements. Prepares and may present recommendations to governance committees for approval. Assess risks associated with current and proposed processes against business objectives and ensures alignments with the bank's and unit's risk appetite and risk management framework.
* Consults with all levels of the organization to ensure that introduction of new processes is smooth and effective, and sustains or improves quality of output. Mentors individuals and teams to build capabilities. Leverages strong relationships with the Line of Business to ensure continuous improvement after initial implementation.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Change Management, Corporate Governance, Data Analytics, Process Efficiencies, Process Improvements, Risk Assessments
Competencies
Analytical Thinking, Consulting, Effective Communications, Flexibility and Adaptability, Influencing, Organizational Change Mgt, Organizational Savvy and Politics, Problem Solving, Project Management
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $68,000.00 - $119,600.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/19/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Manager, Regulatory Compliance (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Manager, Regulatory Compliance? Globe Life is looking for a Manager, Regulatory Compliance to join the team!
In this role, you will be responsible for managing the compliance team. The Manager ensures that project and department milestones and goals are met while adhering to approved budgets. They are also responsible for leadership and team development, ensuring staff are educated on all current DOJ standards and trained to adapt to the evolving regulatory environment.
This is a remote / work-from-home position.
What You Will Do:
* Train the team on the value and implementation of the compliance framework and practices for risk assessment and policy development.
* Monitor both progress and performance of senior and junior compliance analysts to formulate any needed recommendations for improvements.
* Track team velocity progression and provide leadership insights.
* Prepare and present compliance program analysis for inclusion in Senior Level reporting.
* Organize, lead, and direct cross-functional meetings that advise and facilitate the navigation of extenuating circumstances and business complexities.
* Develop and execute enterprise-wide compliance strategies with support from the Senior Director of Regulatory Compliance.
* Manage (internal) regulatory relationships and interactions.
* Provide guidance on complex compliance matters to the team and stakeholders.
* Mentor and coach junior compliance team members.
* Implement changes to compliance processes due to new or amended regulations.
* Utilize established internal controls and auditing systems to identify, detect, and correct noncompliance.
* Prepare and update communication materials.
* Assist with training initiatives that educate stakeholders about compliance requirements.
* Assess current projects for complexity and highest priority, managing multiple when necessary.
What You Can Bring:
* Bachelor's degree in business, finance, or related field.
* 7+ years of experience in the compliance field, preferably within the life insurance industry.
* 3+ years of experience as a people leader or in an SME/mentoring role.
* Advanced Compliance Certifications preferred (CCEP, ISO 37301, FLMI, AIRC, ACAMS, etc.).
* Extensive knowledge of regulatory frameworks, industry trends, and best practices.
* Proven leadership and project management skills.
* Strong people leading and development skills.
* Strong interpersonal and stakeholder influencing skills.
* Excellent communication and collaboration skills.
* Ability to present information with confidence and clarity for Senior Management and Board-level reporting.
* Utilize strong observation, analytical, and problem-solving skills.
* Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.
* Ability to exhibit integrity, ethical standards, and sound judgment.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Insurance Verification Specialist (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Insurance Verification Specialist? Globe Life is looking for an Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position. We have full-time & part-time positions available.
What You Will Do:
* Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
* Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
* Clearly explain the application process to potential customers.
* Accurately complete additional paperwork as needed.
* Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
* Transfer calls to the appropriate department as needed.
* Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
What You Can Bring:
* Minimum typing requirement of 35 wpm.
* Excellent oral and written communication.
* Superior customer service skills required - friendly, efficient, good listener.
* Proficient use of the computer, keyboard functions, and Microsoft Office.
* Ability to multitask and work under pressure.
* Knowledge of medical terminology and spelling is a plus.
* Excellent organization and time management skills.
* Must be detail-oriented.
* Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package for full-time, eligible employees that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation is designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, Texas
Loan Asst*
Roseville, CA jobs
Job Title: Licensed Loan Officer Assistant
Department: Production
Reports to: Branch Manager
FLSA Status: Non-Exempt
Prepared By:Human Resources
Management Approval: VP of HR
Salary: $20.00 - $25.00 per hour with ability to make 50 BPS per file bonus
***** THIS IS A PART TIME REMOTE POSITION*****
Summary: American Pacific Mortgage is seeking a Licensed Loan Officer Assistant to provide administrative and customer service support to our Loan Officers while maintaining and enhancing client relationships. This role is ideal for someone who thrives in a fast-paced, customer-focused environment and has a passion for the mortgage industry. The Loan Officer Assistant/Relationship Manager will play a critical role in ensuring a seamless loan process by assisting with loan applications, managing communications, and supporting the loan officer's efforts to meet clients' needs throughout the loan lifecycle.
Essential Duties & Responsibilities:
Loan Application and Processing Support:
Assist with Loan Origination:
Provide administrative support to Loan Officers by gathering necessary documents, inputting data into loan origination systems, and preparing loan applications.
Ensure all client documentation (pay stubs, tax returns, bank statements, etc.) is accurate and complete for timely submission to underwriting.
Review loan applications for completeness, verifying that all necessary paperwork is collected before submission to underwriting.
Communication and Follow-Up:
Maintain regular communication with clients, agents, and third-party vendors (such as appraisers, title companies, etc.) to provide updates on the status of loan applications.
Follow up on outstanding documentation, ensuring all requested items are submitted promptly and accurately.
Provide clear and timely updates to clients about the loan process, answer questions, and ensure a positive experience.
Coordination of Loan Processing:
Assist the loan officer in managing the pipeline of loan applications, ensuring that loans move smoothly from initial application to final approval and closing.
Collaborate with underwriters and processors to ensure that all conditions are met before submitting the loan for final approval.
Review and help manage conditions, follow up on loan status, and assist with final document preparation.
Customer Service and Relationship Management:
Client Relationship Building:
Build and maintain strong, positive relationships with clients, real estate agents, and other partners.
Serve as the point of contact for clients throughout the loan process, ensuring they feel informed, supported, and confident in their loan journey.
Handle client inquiries, resolve any concerns, and proactively ensure a smooth and positive experience.
Proactive Client Engagement:
Help identify client needs and provide timely solutions to improve the overall client experience.
Assist the Loan Officer in maintaining long-term relationships with clients by sending follow-up emails, making calls, and providing reminders about future mortgage needs, such as refinancing opportunities.
Help coordinate post-closing follow-ups to ensure client satisfaction and increase repeat business and referrals.
Administrative Support:
Document Preparation and Management:
Prepare loan files, ensuring that they are organized, complete, and in compliance with regulatory requirements.
Assist with the preparation of loan disclosures, and other required documents, ensuring timely and accurate delivery to clients.
Maintain accurate and up-to-date client records in the loan management system, ensuring compliance with privacy and regulatory guidelines.
Scheduling and Coordination:
Schedule meetings, phone calls, and client appointments for the Loan Officer.
Coordinate and manage loan officer's calendar to ensure maximum efficiency.
Ensure the Loan Officer is prepared for client meetings with all necessary information and documents.
Marketing and Business Development:
Support Business Development Efforts:
Assist in the creation of marketing materials, social media posts, and email campaigns to attract new clients and partners.
Help manage and track leads from real estate agents, builders, and other referral sources, and maintain a system to track referral relationships.
Support the Loan Officer with marketing events, webinars, and client appreciation activities to build business relationships and generate new loan opportunities.
Brand Representation:
Represent the Loan Officer and American Pacific Mortgage with professionalism and integrity at all times.
Participate in local events, client meetings, and networking opportunities to enhance visibility in the market.
Compliance and Industry Knowledge:
Compliance Adherence:
Ensure all client interactions, loan processing tasks, and document submissions comply with applicable federal, state, and local regulations.
Stay up-to-date with changes in mortgage industry regulations and standards and assist in ensuring compliance with these changes.
Product Knowledge:
Stay informed on available mortgage products, interest rates, and industry trends to effectively communicate options to clients and provide guidance.
Assist clients in understanding mortgage options and recommend the best solutions for their needs.
Supervisory Responsibilities: None
Qualifications: 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.
Competencies: To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Detail Oriented - Keen attention to detail
Interpersonal Skills - Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control.
Oral Communication - Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.
Teamwork - Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit.
Attendance/Punctuality - Is consistently at work and on time, ensures work responsibilities are covered when absent.
Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan.
Initiative - Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities.
Innovation - Displays original thinking and creativity; generates suggestions for improving work.
Education & Experience:
2+ years of experience in the mortgage or real estate industry is preferred.
Experience in customer service or relationship management is a plus.
Strong administrative and organizational skills, with experience supporting loan officers or other financial professionals.
Technical Skills:
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Experience with loan origination software (e.g., Encompass, Calyx, or similar systems) is a plus.
Familiarity with mortgage regulations and documentation is preferred.
Licensing:
Mortgage Loan Originator (MLO) license or the ability to obtain it is required.
Skills:
Industry Specific Skills: Ability to establish and maintain effective accounting systems and procedures. Ability to analyze large volumes of data related to complex processes, and visually present the results in a clear and concise manner.
Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.
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. Ability to deal with problems involving several concrete variables in standardized situation.
Computer Skills: Advanced proficiency in Excel. Attention to details in the accuracy and presentation of reports.
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 sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level and temperature in the work environment is usually moderate.
This does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated.
The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
Auto-ApplyCity Experience Manager, San Francisco - Velocity Black (Remote)
Richmond, VA jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives.
From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
What You'll do:
You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
Growing the community of high performance, HNW members in San Francisco
Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
Owning the Content & Engagement strategy for your city's member cohort.
Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
Basic Qualifications:
High School Diploma, GED, or Equivalent Certification
At least 5 years experience in the hospitality industry in San Francisco, CA
Preferred Qualifications:
Strong relationship building skills, customer focus and ability to collaborate
Strong interest and knowledge of the hospitality market and industry
Ability to work quickly and efficiently under pressure
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $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).
Auto-ApplyPart-time Online Data Entry Job No Experience Required (Remote)- United States
Houston, TX jobs
Entry-level job - Remote Work From Home. Full or part-time placements readily available from home. With or without experience we encourage all applicants to apply. We are seeking candidates curious about collaborating with companies that are working with workers for remote at home positions. Both full-time and also part-time opportunities are readily available in a variety of career fields including yet not limited to data entry, marketing, customer service and assistance, clerical, as well as administrative. Prospects with experience in within sales, outside sales, and also retail sales are additionally encouraged to apply on our web site. If you can work on your own from home as well as are self-motivated you would be a fantastic fit. Perfect candidates ought to appreciate such work as email customer support, data entry, social networks posting and also reviewing products. Data entry clerks come from all various backgrounds including customer service, sales assistance, clerical, secretary, administrative assistant, receptionist, call center, part-time, retail areas & more We are wanting to speak with you. Please apply on our site today! Requirements: Computer with internet access Peaceful working area far from interruptions Willingness to take instructions
Required Skills:
Data Entry
Financial Services Specialist (Remote)
Georgia jobs
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
Universal Banker I - Part Time
Oakland Park, FL jobs
United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions.
What You'll Do
* Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting.
* Maintain a comprehensive understanding of retail banking products and services.
* Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
* Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
* Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank.
* Educate customers on options for managing transactions using technology and all other tools and resources available.
* Apply product and service knowledge to effectively solve customer problems.
* Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
* Ensure adherence to banking regulations and internal policies.
Requirements For Success
* 1+ years of previous banking, cash handling or retail experience.
* Demonstrated analytical, accuracy, and problem-solving skills.
* Strong verbal and written interpersonal communication skills.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a part-time, non-remote position
FLSA Status
* Non-exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $15.46 - USD $21.72 /Hr.
Regional Sales Director - Remote
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Regional Sales Director? Globe Life is looking for a Regional Sales Director to join the team!
In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement.
This is a remote / work from home position.
What You Will Do:
* Work directly with each Agency Owner to set and implement goals and objectives.
* Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners.
* Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives.
* Overall Growth of the agencies assigned by implementing & inspecting company systems.
* Other duties as assigned.
What You Can Bring:
* 10+ years insurance industry experience.
* College degree preferred.
* Good communication skills, verbal and written.
* Accountability and conflict resolution skills.
* Computer savvy.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Intern - Centralized Commercial Lending
Metairie, LA jobs
Internship Program Duration: 10 Weeks - June 1, 2025 - August 7, 2025 Pay: $20 Part Time: 9:00 am - 2:00 pm, Monday-Thursday Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours.
The Intern will learn and assist with the day-to-day duties of the CCL Underwriting and Portfolio Management members, including:
* Loan Triage Process
* Loan Approval Process
* Portfolio Management Process
* Extensions, Coding Issues
* ACH/P-Card set ups
Qualifications
* Full-time undergraduate student with anticipated graduation date between December 2025 and June 2026
* GPA of 2.75 or above
* Strong interest in business and finance, though no specific major or field is required
* Resourcefulness, team-oriented, enthusiastic
* Entrepreneurial spirit
* Demonstrated leadership and self-development (work or campus)
* Ability to interface and network with people at all levels of an organization
* Strong communication and collaboration skills
* Strategic and critical thinking skills
Computer and Office Equipment Skills
* Microsoft Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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LinkedIn
Instagram
YouTube
Commercial Regional Treasury Management Officer I
Philadelphia, PA jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Treasury Management Officer I within PNC's Treasury Management Commercial Sales organization, you will be based in Philadelphia PA or East Brunswick NJ.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients.
* Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services.
* Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
* Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Small Businesses
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $55,000.00 - $131,400.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 10/01/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.