Guest Service Specialist jobs at Pioneer Bancshares Inc - 234 jobs

TITLE: Customer Care Specialist REPORTS TO: Vice President - Customer Care CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday 10:30am-7:00pm, Tuesday-Thursday 8:00am-4:30pm, Friday 9:00am-5:30pm, Saturday 8:00am-1:30pm *1 Saturday per month required Position Summary: The Customer Care Specialist is a fast-paced, multi-functional position, responsible for all facets of customer service. The Customer Care Specialist will provide service to customers through the phone, the ITM (an on-screen, video experience), email, chat and transact mobile deposits and processing of mailed transactions. Responsible for processing transactions, providing education on products and services and facilitating guidance for digital needs. Will possess the ability to proactively engage in professional, positive, and productive communication through all customer points of contact into the Customer Care Center. Help enrich our customer's lives by answering questions, solving problems, and providing solutions to ensure an effortless banking experience for our customers. With a commitment to being a learner and problem solver, this individual will always focus on doing the right thing for our customers. Essential Job Functions: Provides answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more. Manages large amounts of inbound calls in a timely, professional, and courteous manner supporting bank customers and bank retail locations as after-hours operational support. Provides resolution to any customer issue on the initial phone call when appropriate and always provides the customer with a World Class Service experience. Keeps a comprehensive record of all calls and/or interactions in Salesforce, a customer relationship management system. Navigates multiple computer systems while interacting with customers. Understands and maintains compliance with Bank policies and procedures and applicable laws and regulations, including BSA, AML, and Reg E., and Reg CC. Conducts customer transactions received through mail, online banking and ITMs (on-screen, video experience). Performs routine member transactions including deposits, withdrawals, loan payments, transfers, and check cashing, change of addresses, travel notifications, etc. Process mobile deposit transactions daily, multiple times a day. Responds to customer emails and/or Pioneer's online banking Chat feature providing answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more. Identifies customer's needs to help customers reach their financial goals, clarifies information, researches every issue and provides lasting solutions and/or alternatives. Performs Concierge job duties when necessary. Performs clerical duties related to Customer Care as well as other duties as requested. Education & Experience: A high school diploma or GED required. Minimum of 6 months of Retail and/or Customer Service experience required. Working knowledge of PC's, smart phone technology (IOS and Android), Windows environment, Microsoft Office Suite, and capacity to learn banking and customer relationship management systems. Must be comfortable with working within a video environment. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Administration Department (“ADM”) provides resources and various support services that facilitate the Branch's flow of business in a cost-efficient way. ADM manages communication with Head Office and Branch departments on various issues, including the management of the disaster recovery process. Your Position Overview: Follows established guidelines for day-to-day, routine operational and administrative work. Focus on execution within defined parameters, some expansion based on developing capabilities or experiences in conjunction with experienced staff. Your Duties and Responsibilities: Assists for expatriate immigration and visa matters. This includes communication with Head Office, checking documentation, drafting a timeline for the process, ensuring expatriate completes actions needed, requesting documentation, interface with the immigration attorney, sending documentation, receiving approved visa information, and assisting the expatriate with preparation for the interview. Assists expatriates with visa renewals by informing them of the process and assisting as needed. Maintains log with visa information. Maintains electronic files and paper files with information. Assists for arranging temporary housing for new expatriates. Assists for organizing expatriate (and family) housing, furniture rental agreements and tenant insurance, including legal review coordination and interface with housing brokers. Assists for the process of guiding new expatriate employees in the Branch including but not limited to assisting with opening a bank account, maintaining stamp registration cards, record keeping of job-handover completion reports, maintaining phone directory and emergency contact list; providing monthly organization chart; distributing book subscriptions from Japan to expatriates; distributing insurance policies of expatriates by HO-HRD. Assists with various department administrative tasks, which include creating various internal reports and applications, assisting with delegation of authority, and other internal paperwork, as needed. Performs other duties and responsibilities required by supervisor. Your Qualifications: Bachelor's degree in business or its equivalent with 2+ years of related experience preferred Bilingual oral and written skills on a business level in both English and Japanese. Excellent computer skills in Microsoft Office including Excel, Word, and PowerPoint. Excellent interpersonal skills, good oral and written communication skills. Good organizational and multitasking skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Guggenheim Investments is seeking an exceptional candidate to join its Investment Management Operations function. The Reconciliation Associate is part of the Guggenheim Investments Portfolio Operations team and is responsible for ensuring that both cash and positions across assigned portfolios are accurate. The ideal candidate will be extremely organized while having the confidence and communication skills to effectively work in a team setting. A key aspect of the role is managing and liaising with counterparts at global custodians to minimize market risk, in addition to effectively communicating cross functionally with internal teams. The Associate role requires the ability to analyze upstream business processes and understand where gaps may exist and propose recommendations for process improvements. This position is located in our Chicago or New York office, full-time.ResponsibilitiesKey Responsibilities Reconcile cash and positions with external parties and across Wall Street Office and BlackRock Aladdin systems Process activity in Wall Street Office and Aladdin databases Research and resolve bank loan cash and position discrepancies in both WSO and Aladdin systems Provide liquidity for the accounts that Bank Loan Reconciliation team is responsible for to the trading desk Review PNI transactions and positions between WSO and BRS to ensure that transactions are consistent across both systems Address cash reconciliation inquiries from various internal and external parties Analyze differences and breaks on positions, accrued income and cash with fund administrators on Monthly and Weekly NAV analyses. Serve as liaison between administrative agent banks and custodians Review and maintain contract level information and make sure that data is consistent with our third-party vendors Provides external/internal parties with notices and other loan-related documentation Review, request approval and process borrowing requests that come from various administrative agents Review of unscheduled commitment reductions processed by third-party vendors and administrative agents Review Amort schedules between our WSO and Markit daily reports and address any exceptions Address any ad hoc requests related to cash and positions data for Bank Loans Qualifications Basic Qualifications Undergraduate degree with 2+ years of relevant work experience in investment management or financial services environment Proficient in the use of Microsoft Office Suite, specifically Excel Must be able to multi-task in a fast paced and challenging environment Preferred Qualifications Bachelor's degree with 2+ years of relevant work experience At Bank loan related experience is strongly preferred Knowledge of Wall Street Office and/or Aladdin strongly preferred Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Must be able to successfully engage in multiple initiatives simultaneously Team oriented individual with ability to work well with diverse groups Able to translate between technical and business leaders at the highest levels Excellent written and verbal communication skills with an ability to collaborate with internal teams and external parties and service providers We are not seeking agency assistance with this role. Salary Range Annual base salary between $85,000.00-$100,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Responsibilities: Processing and reviewing investor hedge fund, private equity fund and private credit fund transactions, including subscriptions, redemptions and transfers. Assist Financial Advisors with AIG platform questions, client subscriptions, redemptions, capital calls and distributions. Reviewing and approving Anti-Money Laundering documents pursuant to US and Cayman regulations. Interacting with hedge fund principals and their fund administrators. Field inquiries from Financial Advisors and internal sales teams on alternative investment offerings. Communicating with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc. Reviewing the investor share register database to ensure that all subscriptions, capital calls, distributions and redemption activity is set up and completed accurately. Interact with internal operational and business control departments to resolve client questions and issues. Assist with daily administrative tasks including answering phones, typing correspondence, filing and name/address updates. Responding to investor audit related inquiries. Providing periodic reports and feedback to senior management. Assist in ad hoc projects to support AIG business initiatives. Qualifications: Bachelor s Degree 3-5 years of financial industry experience in client services Strong computer and excel skills and attention to detail and accuracy Ability to work efficiently in a deadline driven environment Compensation: For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Customer Service - Virtual Administrative Services Client Support Specialist Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We're proud of our history, stability and proven track record of success. American Portfolios has made the Inc. 5000 list of fastest-growing, privately-held firms in the U.S. for seven years in a row from 2007 to 2014. It has been named Broker/Dealer of the Year* six straight years in a row from 2015 to 2020 by Investment Advisor magazine; one of the best companies to work for from 2016 to 2020 by the New York State Society for Human Resources Management and the Best Companies Group; and a wealthmanagement.com Industry Award Finalist in multiple categories in 2019 and 2020, as well as a 2020 winner in the service category of B/Ds under 1,000 representatives for its Virtual Administrative Services (VAS) program.** American Portfolios (AP) is looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client meetings and perform administrative tasks. If you possess great customer service and detailed administrative skills, this would be a good fit for you. Hybrid Work Schedule with 3 days on-site/2 days remote Responsibilities Answer all incoming client calls into the Virtual Administrative Services (VAS) Client Calls and Emails queue and inform the respective advisor of the call details Review and respond to client emails received into VAS-subscribed advisors' inboxes Prepare all VAS physical mailings Log all time spent with advisors and their clients into AP Support, powered by Salesforce Give support in preparation of client meetings for VAS-subscribed advisors Aid VAS team in performing administrative tasks for VAS-subscribed advisors, including assisting in keeping the AP queues up to date, entering NAFs, opening accounts, updating accounts, filling out paperwork, answering VAS emails, blottering business and communicating with vendors Act as the subject matter expert on all business processes, as well as all web services platforms Assist investment professionals in the navigation of AP's internal and external processes Solicit and log all requests for technology or process enhancement Job Requirements Go the extra distance to always serve the customer Possess excellent interpersonal and social skills, as well as a high-energy, positive approach Ability to understand how a customer does business and effectively deliver training to align within the customer business construct Possess excessive knowledge of web meeting and e-learning tools/methodologies Ability to take direction based on the goals of the broker/dealer and RIA Possess a strong sense of initiative and a self-motivated, self-starter who can work independently and anticipate needs, as well as work well with team members Must be able to multi-task and work under tight deadlines Excellent organizational skills and ability to problem solve Ability to understand and present complex technical information to technical and non-technical audiences Ability to adapt to changing assignments and multiple priorities Strong presentation, speaking and writing skills, as well as the ability to communicate information clearly Proficient in Microsoft Word, Excel, PowerPoint and Outlook Technically proficient with digital media and web-based communications systems Education and Experience Bachelor's degree (or currently working on one) with a focus in business administration, management, accounting or finance Two years' experience in the financial industry required; knowledge of all registrations, account types and investment products, as well as how each security works, preferred Call center, customer service, training and/or education experience preferred Knowledge of Salesforce, ETI Quik, Albridge and XTIVA web services preferred Limitations and Disclaimer The above is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. American Portfolios provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at will” basis. * Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.” ** Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry. Award is based on support provided to AP's affiliated people, and does not reflect public customers nor their account performance.

Circle (NYSE: CRCL) is one of the world's leading internet financial platform companies, building the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure. Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com. What you'll be part of: Circle is committed to visibility and stability in everything we do. As we grow as an organization, we're expanding into some of the world's strongest jurisdictions. Speed and efficiency are motivators for our success and our employees live by our company values: High Integrity, Future Forward, Multistakeholder, Mindful, and Driven by Excellence. We have built a flexible work environment where new ideas are encouraged and everyone is a stakeholder. As the Guest Experience Coordinator you are the first and lasting impression of Circle Headquarters. These Headquarters serve as a hosting space for VIP guests and executive clients and this role plays a large part of their experience with Circle. You will execute daily reception and concierge items so that every Circler, guest and vendor enjoys a seamless, premium experience. Your day begins by preparing the space before doors open and ends by ensuring it is pristine for the next morning. What you'll work on Opening duties such as powering on Nespresso machines; restock coffee, tea and amenity stations, preparing meeting rooms Draft and distribute the daily “HQ Brief” outlining visitors, vendors, scheduled maintenance and events. Pre‑register all visitors in the WTC security system. Serve as primary greeter at reception Monitor RingCentral phone lines (Boston & NYC), Stable Mail and shared inboxes. Track, receive and deliver all incoming packages; manage outgoing shipments. Coordinate 1WTC badges to employees, assisted by HQ IT team Assist guest with requests as they arise Support special projects as they arise; assist the HQ team with ad-hoc initiatives (executive events, office moves, vendor activations, process roll-outs) while maintaining day-to-day service excellence. What you'll bring to Circle 2 + years in a high-end hospitality role, hotel concierge or as a receptionist in an executive environment Track record of delivering white‑glove guest service in a fast‑paced, high‑profile environment. Polished verbal and written communication; confident interacting with executives and external partners. Familiarity with Google Workspace, Slack, RingCentral (or comparable phone system) and basic ticketing/CMMS tools. Ability to lift up to 25 lbs and spend extended periods walking or standing. Flexibility to work occasional early mornings, evenings or overtime during special events. Strong organizational skills and the judgment to prioritize multiple concurrent requests. Proven track record of supporting senior executives, high-profile guests, or VIP stakeholders with professionalism, confidence, and attention to detail. Experience in high-end, well-regarded organizations or venues known for rigorous standards, service excellence, and operational discipline. Brings a high degree of cultural awareness, discretion, and situational intelligence gained through exposure to diverse international settings. Able to represent the organization credibly in high-stakes, high-visibility environments, exercising excellent judgment under pressure and in complex settings. Additional information ● Full‑time hourly position with overtime eligibility under the Fair Labor Standards Act. ● Must be present on site five days per week; this role is not eligible for remote work ● Circle offers market‑competitive pay, comprehensive health benefits, PTO, and professional‑development opportunities. ● This position is eligible for day‑one PERM sponsorship for qualified candidates (U.S. roles only) Circle is on a mission to create an inclusive financial future, with transparency at our core. We consider a wide variety of elements when crafting our compensation ranges and total compensation packages. Starting pay is determined by various factors, including but not limited to: relevant experience, skill set, qualifications, and other business and organizational needs. Please note that compensation ranges may differ for candidates in other locations. Base Pay Range: $29.50 - $41.00 We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in the locations where we hire. Additionally, Circle participates in the E-Verify Program in certain locations, as required by law. Should you require accommodations or assistance in our interview process because of a disability, please reach out to accommodations@circle.com for support. We respect your privacy and will connect with you separately from our interview process to accommodate your needs. #LI-Remote

Hours: 40 hours/week The contact center is open Monday - Saturday. Weekdays 7:00 a.m. - 7:00 p.m. and Saturdays 8:30 a.m. - 2:00 p.m. Schedule: This position offers a set schedule, Monday - Saturday with a day off during the week, and every Sunday off. It is a hybrid role that is remote eligible for up to 50% of the time if all performance expectations are consistently being met. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02/hr with opportunity to advance to a level II In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is accountable for helping customers via a phone channel, assisting with account reviews, transaction processing, and customer profile maintenance. Telebanker I employees identify and recommend products and services to help customers address financial needs in a referral capacity. This position also promotes and provides support of ESL's digital channel features, including general site navigation, money movement guidance, and digital banking password resets. Accountabilities: Employee Experience: Telebanker I employees are focused on foundational skill development, and sharing feedback to surface actionable improvement opportunities for an enhanced customer and employee experience. Active participation in Voluncare Model ESL's core values Engages in continuous self-development Openly accepts feedback to improve performance, and offers feedback for an improved experience Is engaged in coaching activities Consistent reliability and dependability in fulfilling job responsibilities Customer Experience: Telebanker I employees are focused on the consistent use of approved behaviors to insure that customer experience align with standards. Recommend and refer products and services to help customers increase their convenience and achieve their financial goals Accuracy in transaction processing Adhere to Contact Center Call Center Standards for call handling Adhere to work schedule Accurately process customer transactions and provide appropriate recommendations to customers who may need guidance in identifying the best solution to meet needs. Support the Voice of Customer process by documenting customer feedback in the VOC database Operational Excellence: Telebanker I employees understand the need for referencing system tools, support lines, leadership, and procedures to insure accuracy in the information they provide to customers, and the transactions and maintenance activities they process. Accuracy in transaction processing Effective use of system tools to problem solve Transitioning call to Telebanker II when call complexity exceeds scope of role Financial Impact: Telebanker I employees learn about products and services, and use their product knowledge to recommend products and services that benefit the customer. Accuracy in transaction processing Act as the first line of defense against fraud and scams which place customer account security at risk. Strict adherence to verification processes for authenticating customer identities, verifying transactions, and confirming sensitive information to prevent fraudulent activities Deliver information to customers on identifying and preventing fraud. Sensitivity to unusual behavior, inconsistencies in information provided, or requests for sensitive information Escalate issues to higher authorities when necessary Qualifications High School diploma or High School equivalency diploma required Min 1yr customer service and/or sales experience in a retail/sales environment Comfortable working with a variety of computer applications Effective verbal communication skills Ability to identify opportunities to deepen customer relationships Ability to maintain poise and professionalism under pressure Prior banking experience preferred Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KM1 #LI-Hybrid

Hours: 40 hours/week The contact center is open Monday - Saturday. Weekdays 7:00 a.m. - 7:00 p.m. and Saturdays 8:30 a.m. - 2:00 p.m. Schedule: This position offers a set schedule, Monday - Saturday with a day off during the week, and every Sunday off. It is a hybrid role that is remote eligible for up to 50% of the time if all performance expectations are consistently being met. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: $22.02/hr with opportunity to advance to a level II In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is accountable for helping customers via a phone channel, assisting with account reviews, transaction processing, and customer profile maintenance. Telebanker I employees identify and recommend products and services to help customers address financial needs in a referral capacity. This position also promotes and provides support of ESL's digital channel features, including general site navigation, money movement guidance, and digital banking password resets. Accountabilities: Employee Experience: Telebanker I employees are focused on foundational skill development, and sharing feedback to surface actionable improvement opportunities for an enhanced customer and employee experience. * Active participation in Voluncare * Model ESL's core values * Engages in continuous self-development * Openly accepts feedback to improve performance, and offers feedback for an improved experience * Is engaged in coaching activities * Consistent reliability and dependability in fulfilling job responsibilities Customer Experience: Telebanker I employees are focused on the consistent use of approved behaviors to insure that customer experience align with standards. * Recommend and refer products and services to help customers increase their convenience and achieve their financial goals * Accuracy in transaction processing * Adhere to Contact Center Call Center Standards for call handling * Adhere to work schedule * Accurately process customer transactions and provide appropriate recommendations to customers who may need guidance in identifying the best solution to meet needs. * Support the Voice of Customer process by documenting customer feedback in the VOC database Operational Excellence: Telebanker I employees understand the need for referencing system tools, support lines, leadership, and procedures to insure accuracy in the information they provide to customers, and the transactions and maintenance activities they process. * Accuracy in transaction processing * Effective use of system tools to problem solve * Transitioning call to Telebanker II when call complexity exceeds scope of role Financial Impact: Telebanker I employees learn about products and services, and use their product knowledge to recommend products and services that benefit the customer. * Accuracy in transaction processing * Act as the first line of defense against fraud and scams which place customer account security at risk. * Strict adherence to verification processes for authenticating customer identities, verifying transactions, and confirming sensitive information to prevent fraudulent activities * Deliver information to customers on identifying and preventing fraud. * Sensitivity to unusual behavior, inconsistencies in information provided, or requests for sensitive information * Escalate issues to higher authorities when necessary Qualifications * High School diploma or High School equivalency diploma required * Min 1yr customer service and/or sales experience in a retail/sales environment * Comfortable working with a variety of computer applications * Effective verbal communication skills * Ability to identify opportunities to deepen customer relationships * Ability to maintain poise and professionalism under pressure * Prior banking experience preferred * Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010. #LI-KM1 #LI-Hybrid

Circle (NYSE: CRCL) is one of the world's leading internet financial platform companies, building the foundation of a more open, global economy through digital assets, payment applications, and programmable blockchain infrastructure. Circle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com. What you'll be part of: Circle is committed to visibility and stability in everything we do. As we grow as an organization, we're expanding into some of the world's strongest jurisdictions. Speed and efficiency are motivators for our success and our employees live by our company values: High Integrity, Future Forward, Multistakeholder, Mindful, and Driven by Excellence. We have built a flexible work environment where new ideas are encouraged and everyone is a stakeholder. As the Guest Experience Coordinator you are the first and lasting impression of Circle Headquarters. These Headquarters serve as a hosting space for VIP guests and executive clients and this role plays a large part of their experience with Circle. You will execute daily reception and concierge items so that every Circler, guest and vendor enjoys a seamless, premium experience. Your day begins by preparing the space before doors open and ends by ensuring it is pristine for the next morning. What you'll work on Opening duties such as powering on Nespresso machines; restock coffee, tea and amenity stations, preparing meeting rooms Draft and distribute the daily “HQ Brief” outlining visitors, vendors, scheduled maintenance and events. Pre‑register all visitors in the WTC security system. Serve as primary greeter at reception Monitor RingCentral phone lines (Boston & NYC), Stable Mail and shared inboxes. Track, receive and deliver all incoming packages; manage outgoing shipments. Coordinate 1WTC badges to employees, assisted by HQ IT team Assist guest with requests as they arise Support special projects as they arise; assist the HQ team with ad-hoc initiatives (executive events, office moves, vendor activations, process roll-outs) while maintaining day-to-day service excellence. What you'll bring to Circle 2 + years in a high-end hospitality role, hotel concierge or as a receptionist in an executive environment Track record of delivering white‑glove guest service in a fast‑paced, high‑profile environment. Polished verbal and written communication; confident interacting with executives and external partners. Familiarity with Google Workspace, Slack, RingCentral (or comparable phone system) and basic ticketing/CMMS tools. Ability to lift up to 25 lbs and spend extended periods walking or standing. Flexibility to work occasional early mornings, evenings or overtime during special events. Strong organizational skills and the judgment to prioritize multiple concurrent requests. Proven track record of supporting senior executives, high-profile guests, or VIP stakeholders with professionalism, confidence, and attention to detail. Experience in high-end, well-regarded organizations or venues known for rigorous standards, service excellence, and operational discipline. Brings a high degree of cultural awareness, discretion, and situational intelligence gained through exposure to diverse international settings. Able to represent the organization credibly in high-stakes, high-visibility environments, exercising excellent judgment under pressure and in complex settings. Additional information ● Full‑time hourly position with overtime eligibility under the Fair Labor Standards Act. ● Must be present on site five days per week; this role is not eligible for remote work ● Circle offers market‑competitive pay, comprehensive health benefits, PTO, and professional‑development opportunities. ● This position is eligible for day‑one PERM sponsorship for qualified candidates (U.S. roles only) Circle is on a mission to create an inclusive financial future, with transparency at our core. We consider a wide variety of elements when crafting our compensation ranges and total compensation packages. Starting pay is determined by various factors, including but not limited to: relevant experience, skill set, qualifications, and other business and organizational needs. Please note that compensation ranges may differ for candidates in other locations. Base Pay Range: $29.50 - $41.00 We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in the locations where we hire. Additionally, Circle participates in the E-Verify Program in certain locations, as required by law. Should you require accommodations or assistance in our interview process because of a disability, please reach out to accommodations@circle.com for support. We respect your privacy and will connect with you separately from our interview process to accommodate your needs. #LI-Remote

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RISK CONSULTING ANTI-MONEY LAUNDERING & REGULATORY COMPLIANCE CONSULTING ASSOCIATE Position Description As a Risk Consulting Associate at RSM, you will work with various sized institutions within the financial services industry and receive hands-on client experience with direct access to business owners and executive management. Working on numerous team engagements per year, you will be involved in a variety of challenging assignments with guidance from experienced consultants - and you will feel a great sense of accomplishment when you are done. RSM's Risk Consulting Group provides value added risk assessment services to clientele and you will have the ability to be exposed to a wide variety of clients within financial services industry. Examples of projects include internal audits in AML and consumer compliance, risk assessments, look-backs and system validations projects intended to provide our clients with timely information to mitigate potential risks. Examples of the candidate's responsibilities include: Work individually or as part of a team to execute AML, lending or deposit compliance testing activities for financial institutions of all sizes and complexities. Identify areas of non-compliance with banking laws and regulations and provide actionable recommendations. Demonstrate an ability to work collaboratively across multiple external and internal initiatives to achieve stated goals and timelines. Provide quality and accurate work products. Use proven tools and techniques to execute testing in a manner consistent with business objectives. Identify areas to improve and bring efficiency to testing techniques. Contribute to strong client relationships through positive client support and sound expertise. Use straightforward communication when providing testing results to internal and external parties. Seek and embrace opportunities to provide and receive actionable feedback. Basic Qualifications: Bachelor's degree in business administration, Finance, Accounting, Criminal Justice, or related business field of study from accredited university Must be able to travel locally and nationally 40% of the time - including overnight travel, as well as able to secure vehicular transportation for local engagements. Minimum 3.0 GPA preferred. Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including MS Office Strong multi-tasking and project management skills Ability to work as an effective member of a team. Must possess a high degree of integrity and professionalism At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $72,160 - $86,100

Yellowstone Local is proud to represent Hamilton Mechanical, LLC, a Hickory Company, an industry leader in high-end residential HVAC across New York City. Tired of being just another voice on the phone? At HamiltonAir, you're the nerve center of a mission-driven, high-performance HVAC team. What's in it for You? Compensation: Earn $50,000 - $75,000 per year, plus 10% commission on new memberships or upgrades. Overtime Opportunities: Boost your income with consistent overtime. Full Benefits: Medical, dental, vision, 401(k) with company match, paid vacation, sick leave, and holidays. Career Stability & Growth: Full-time position with advancement pathways in a fast-growing company. Strong Team Culture: Work with a supportive, high-performance crew where your voice and ideas are valued. Why You'll Love It Here Mission-Driven Momentum: Be part of the Northeast's leading clean heat installation and service team. Company Values You Can Believe In: Put Employees First Treat Everyone with Respect Delight Customers Raise the Bar Get Things Done High-Impact Work: Contribute to meaningful projects, from geothermal installs to traditional gas and oil furnace systems. Your New Role As the HVAC Customer Service Specialist based in New York, you'll keep our operations running like clockwork while creating top-tier experiences for our customers. From coordinating technician schedules to driving membership sales, you'll be the communication hub of our high-performing team. Customer Support Answer incoming and outgoing calls with professionalism and precision. Provide clear pricing, schedule details, and proactive follow-up. Handle invoicing and nurture strong customer relationships. Scheduling and Dispatch Route technicians strategically for maximum efficiency. Maintain customer and service records using ServiceTitan. Track workflow and GPS data to ensure accuracy and timeliness. Membership Sales Actively promote and sell memberships or renewals. Schedule and manage seasonal service visits. Follow up with existing members to ensure satisfaction. Process Optimization Identify operational bottlenecks and suggest solutions. Coach technicians on using new tools and improving system use. Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. Strong communication and multitasking abilities. Technologically proficient with strong organizational skills. Self-starter with a results-driven attitude. Valid driver's license. Associate's degree or relevant work experience. Minimum 1 year in customer service. Experience in trades such as HVAC, solar, or clean energy. Hamilton Mechanical, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange

Guggenheim Investments is seeking an exceptional candidate to join its Investment Management Operations function. The Reconciliation Associate is part of the Guggenheim Investments Portfolio Operations team and is responsible for ensuring that both cash and positions across assigned portfolios are accurate. The ideal candidate will be extremely organized while having the confidence and communication skills to effectively work in a team setting. A key aspect of the role is managing and liaising with counterparts at global custodians to minimize market risk, in addition to effectively communicating cross functionally with internal teams. The Associate role requires the ability to analyze upstream business processes and understand where gaps may exist and propose recommendations for process improvements. This position is located in our Chicago or New York office, full-time.ResponsibilitiesKey Responsibilities Reconcile cash and positions with external parties and across Wall Street Office and BlackRock Aladdin systems Process activity in Wall Street Office and Aladdin databases Research and resolve bank loan cash and position discrepancies in both WSO and Aladdin systems Provide liquidity for the accounts that Bank Loan Reconciliation team is responsible for to the trading desk Review PNI transactions and positions between WSO and BRS to ensure that transactions are consistent across both systems Address cash reconciliation inquiries from various internal and external parties Analyze differences and breaks on positions, accrued income and cash with fund administrators on Monthly and Weekly NAV analyses. Serve as liaison between administrative agent banks and custodians Review and maintain contract level information and make sure that data is consistent with our third-party vendors Provides external/internal parties with notices and other loan-related documentation Review, request approval and process borrowing requests that come from various administrative agents Review of unscheduled commitment reductions processed by third-party vendors and administrative agents Review Amort schedules between our WSO and Markit daily reports and address any exceptions Address any ad hoc requests related to cash and positions data for Bank Loans Qualifications Basic Qualifications Undergraduate degree with 2+ years of relevant work experience in investment management or financial services environment Proficient in the use of Microsoft Office Suite, specifically Excel Must be able to multi-task in a fast paced and challenging environment Preferred Qualifications Bachelor's degree with 2+ years of relevant work experience At Bank loan related experience is strongly preferred Knowledge of Wall Street Office and/or Aladdin strongly preferred Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Must be able to successfully engage in multiple initiatives simultaneously Team oriented individual with ability to work well with diverse groups Able to translate between technical and business leaders at the highest levels Excellent written and verbal communication skills with an ability to collaborate with internal teams and external parties and service providers We are not seeking agency assistance with this role. Salary Range Annual base salary between $85,000.00-$100,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

The Team: The position forms part of our Outsourced Trading Desk Client Services Team, which functions as the primary point of contact to clients in relation to trade settlements and operations. The Outsourced Trading Desk currently comprises 25 people in the US, Europe and Asia. There are 2 Client Service Representatives located in the US supporting all regional clients. The Role: The focus of this role will be to support clients across our Outsourced Trading Desk. Key Responsibilities: Monitor all trade activity on a daily basis for Outsourced Trading Desk clients Work directly with clients, Prime Brokerage Client Service Representatives and trading counterparties to ensure timely settlement on market transactions Review all US and non-US trades for proper settlement and coordinate internally on all open settlements/fails Immediately escalate open settlements/fails and work with Middle Office and external counterparties to resolve trade detail discrepancies Ensure all client trades are reported properly in the trade portal and at counterparties Collaborate with adjacent teams to address client and counterparty requests, such as local market trade instructions, settlement issues, and resolution on all open failing trades Assist with onboarding new clients and testing new client set ups Secondary point of contact for prime brokerage custody and swap clients and client inquiries Liaise with technology to help build a more efficient and automated platform Monitor and review trade input and activity in Traiana and other firm trade processing applications Qualifications: Client Services experienced gained at a similar financial institution An understanding of Prime Brokerage, the trade life cycle and trade processing Efficient and adept at time management Focused and detail-orientated The ability to manage multiple requests within a collaborative environment that requires urgency Intellectually curious and able to retain vast sums of knowledge Excellent communication skills An autonomous worker, capable of representing the team across the whole continent Experience with Traiana & Fidessa would be advantageous Series 7 & 63 or the ability to obtain them within the first year The salary for this position is $100,000.

NY Call Center Specialist Corning, NY Corning Credit Union is seeking Call Center Specialists to join our team in the Corning, NY market. Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA. We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team. If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve. Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs. Essential Job Duties Maintain appropriate knowledge of core systems and CCU's products and services Answer incoming calls and member questions in a prompt and professional manner Present and explain beneficial products to members and assist in meeting their vast financial needs Open new memberships, accounts, and services Assist members with requests for account research needs Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures Proactively educate members on the ease of doing business with CCU through our many electronic service channels Also assumes responsibility for other projects or duties as required or assigned Required Competencies Strong customer service and interpersonal skills with the ability to connect well with members via the telephone Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment Possesses exceptional verbal and written communication skills Exceptional attention to detail Strong problem-solving skills Confidence in promoting appropriate products and services Technical aptitude with experience using mobile banking and other apps or financial services Education Requirements A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered A high school diploma or GED is required Experience Requir ements Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate Communication Skills Requirements The ability to read and comprehend moderate to advanced instructions and correspondence The ability to write moderate to advanced correspondence within professional etiquette standards The ability to effectively present information in one-on-one and group situations Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role. Ability to work in a repetitive motion for a lengthy period of time Ability to work within a fast-paced call center environment Regular use of computer required Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range Compensation - The starting Call Center Specialist I base pay range is $19.00 - $23.50 per hour. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential. Corning Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability. ADP Privacy Policy | ADP Legal Policy

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: As an Underwriting Service Specialist, your role is to ensure account service delivery meets and exceeds our customer's expectations. The Underwriting Services Specialist utilizes customer service skills, established processes, and various software applications to ensure Service Level Agreements (SLA's) are met. Under some supervision, the Underwriting Service Specialist works cross-functionally and is responsible for analyzing key pieces of information, determining the appropriate course of action and handling issues. This position collaborates with underwriters, corporate resources, and global teams to ensure we meet both internal and external commitments. Responsibilities and Accountabilities: * Policy & endorsement issuance * File documentation and set-up * Review account information for data entry into appropriate systems * Order, prepare and/or update reports * Processing of various underwriting transactions and requests * Correspond with brokers for information at Underwriter's request * Booking/Invoicing * Coordinate services with other services units, as needed Required Skills and Abilities: * Analytical and problem solving ability * Detail-oriented * Customer-focused * Collaborative and team-oriented * Strong communication and organizational skills Education and Experience: * Bachelor's Degree preferred * 1+ Year experience in same or related field preferred #LI-Remote #LI-AM3 For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $55,300 - $71,910/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. For Colorado Applicants - The deadline to submit your application is: January 12, 2026 14400 Arch Insurance Group Inc.

This luxury New York City Hotel allows you to experience the sophistication of an Upper East Side residence with an enviable location in the heart of Midtown Manhattan. The Omni Berkshire Place is steps away from Fortune 500 companies and some of the city's most illustrious sites like Fifth Avenue Shopping, St. Patrick's Cathedral, Rockefeller Center, Central Park, and Broadway Theatres. Combining modern technology and fresh contemporary décor, the reinvented New York City accommodations have a residential feel that will appeal to both business and leisure travelers. The Omni Berkshire Place's associates enjoy a dynamic and exciting work environment, comprehensive training and mentoring, along with the pride that comes from working for a company with a reputation for exceptional service. We embody a culture of respect, gratitude and empowerment day in and day out. If you are a friendly, motivated person, with a passion to serve others, the Omni Berkshire Place may be your perfect match. Job Description Front Desk Agents are responsible for providing a five-star welcome and departure experience to each guest, as well as, serving as ambassadors throughout the guest's stay. Front Desk Agents make the first impression upon our guests by extending a warm welcome, providing information about the hotel and local area, and offering our full range of upscale hotel amenities and services to them. Front Desk Agents are also responsible for settling guest accounts upon check-out, resolving guest issues and completing special requests. They work closely with all hotel departments especially our Concierge, Bell-Door and Ideal Services teams. Responsibilities Process guest check-ins and check-outs according to Omni's Moments of Service and Standard Operating Procedures Empathetically listen to guest inquiries and provide appropriate responses Set up accurate accounts for each guest checking in according to their preferences (room type, payment, etc.) Block rooms in the computer and follow through on designated requirements Pre-register designated guests and prepare key packets Communicate pertinent guest information to designated departments/personnel (i.e., special requests, amenity delivery) Maintain confidentiality of all guests and hotel information Employ attention to detail in order to ensure security of guest room access. Understand and execute all Omni accounting standards ensuring accurate settlement of folios, routing of charges and adjustments Maintain guest history files on all guests Accommodate room changes expediently Document all guest requests, complaints or problems immediately and notify designated department/personnel for resolving the situation. Follow up to ensure completion and guest satisfaction Issue safe deposit boxes to guests and ensure security of key Monitor, send and distribute guest faxes Generate, print and distribute daily and weekly reports Resolve discrepancies on the room status report with Housekeeping Maintain complete knowledge at all times of all hotel features/services, hours of operation, room types, numbers, layout, decor, appointments and locations, room rates, special packages and promotions. $30.98 - $41.31 Hourly Qualifications Ability to clearly and pleasantly communicate both verbally and in writing in English with guests, management and co-workers, both in person and by telephone Ability to accurately and efficiently input information into computer systems Ability to work cohesively with co-workers both within and outside of your department Ability to compute accurate mathematical calculations Ability to think clearly, quickly and make concise decisions Ability to prioritize, organize and follow up Ability to work well under pressure, dealing with many arrivals and departures within a short period of time Previous customer service experience Previous hotel front desk experience is strongly preferred Previous cashiering experience is preferred Fluency in a foreign language is preferred Previous guest guest services training is preferred

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Position Summary: This role offers an exciting opportunity for an experienced technology professional to support the Equities Cash Execution business within the AMRS region. The position will focus on delivering and maintaining critical electronic trading and connectivity capabilities that enable efficient and reliable execution for our clients. The resource will collaborate closely with global teams, regional stakeholders, and technology partners to ensure seamless integration and operational excellence across the trading stack. Key Responsibilities: Provide technical and operational support for electronic trading platforms, ensuring stability, performance, and compliance with enterprise standards Act as a primary point of contact for order/trade inquiries, connectivity issues, and major incident communications to internal stakeholders and external clients Conduct proactive analysis of client activity (e.g., dormant accounts, penetration rates) and system performance to identify opportunities for improvement Work closely with Sales, Trading, and global technology teams to prioritize and deliver enhancements aligned with business objectives Implement process improvements, maintain quality controls, and ensure adherence to internal policies and regulatory requirements Produce regular reports on system stability, incident trends, and team performance to support transparency and continuous improvement Required Qualifications: 8+ years in electronic trading technology within Equities markets, with a strong understanding of execution workflows Proficiency in FIX protocol, Unix/Linux environments, scripting (Perl, Shell), and relational databases (Sybase/SQL/Oracle) Familiarity with infrastructure components such as networks, market data, and middleware Solid understanding of Equities trading and electronic execution platforms Desired Qualifications: Ability to manage multiple priorities in a fast-paced environment while maintaining high service standards Strong interpersonal skills to engage with senior business stakeholders, clients, and technology teams Commitment to operational excellence and continuous improvement Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Skills: Adaptability Analytical Thinking Influence Production Support Risk Management Automation Collaboration Innovative Thinking Result Orientation Solution Design Business Acumen DevOps Practices Project Management Solution Delivery Process Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$70,000.00 - $134,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Industrial Bank is a successful and established African American owned and operated financial institution. It is a distinguished Community Development Financial Institution, with a Mission “To make a difference in people's lives and the economic development of their communities. As a Community Bank we value our customers and believe providing extraordinary customer service is part of our success. We have been in business for 91 years, and continue to grow and thrive. We value our employees and provide them with the following benefits: We offer all employees health and prescription benefits, vision, dental, short- and long-term disability, life insurance and 401K, in addition to the many supplemental benefits employees can select. We also provide employees with Paid Time Off (vacation, sick/safe pay, paid holidays and personal days). The Retail Banking Department operates on a Monday through Saturday work schedule. All Associates are expected to adhere to the Retail Banking schedule, providing notice of absence in accordance with the Bank's attendance policy. All staff within the Retail Branch network are required to work where assigned in the Retail Branch network We are seeking a Senior Service Associate (Senior Teller) at our Harlem Branch, in Harlem, NY A Day in the Life of a Senior Service Associate: The Senior Service Associate is responsible for handling customer financial transactions including deposits, withdrawals, transfers, money orders, and loan payments. They are the face of customer service for the Bank and must provide service excellence on a consistent basis in addition to adhering to the Bank's procedures and policies. Is expected to have excellent customer service skills, pay attention to detail, and have knowledge of cash handling procedures. Handles transactions in accordance with policies and procedures to minimize financial risk to customers and the Bank. Primarily responsible for cash security, customer information privacy, bank security tasks, efficient and accurate transactions, maintaining logs and customer issue resolution along with a variety of other daily operational tasks and functions. Serves as a back-up to the Team Leader functions and is responsible for teller operations in support of the Team Leader or totally during their absence We are seeking a qualified candidate that has proven success with using the following competencies: communication, teamwork, job knowledge, compliance, and customer service. Required education and experience Completion of high school diploma or equivalent work experience. 2-3 years of cash handling/ and customer service experience in a Retail or Financial Institution Prefer at least two years of Teller Banking experience Ability to work with staff and customers in a respectful and professional manner. Additional eligibility PREFERENCES if applicable. Banking Platforms Microsoft Office; Copier, Scanners, Fax Machines Pay Range: $30,884.19- $47,392.30 Include shift schedule Not Included Include budgeted hours Not Included

We are looking for a strong communicator who is passionate about change management and driving business outcomes with technology to help advance our AI initiative. The Equity Research AI Specialist will support the adoption of AI tools and practices across the Equity Research department. This role focuses on providing department members with direct, targeted, and tailored AI training, centralizing best practices, and helping shape the department's AI strategy through feedback and collaboration. The specialist will also assist Research Management in evaluating new AI tools and monitoring the vendor landscape, designing pilot programs, and aligning with firmwide AI initiatives. Key Responsibilities Design AI training materials and create digestible guides for research workflows. Work directly with lead analysts and their teams to help drive adoption through targeted education and problem solving. Collect department feedback to identify useful AI applications and unmet needs. Use no-code and low-code tools to implement bespoke AI workflows and frameworks. Assist in evaluating new AI tools, monitoring the vendor landscape, and driving pilots. Track usage metrics and translate observations into training and strategy updates. Qualifications Must-Have: Strong understanding of GenAI applications and their composition; working knowledge of AI models and how they differ. For example, the following concepts should all resonate: Context Window, RAG, Chain of Thought, Structured vs Unstructured Data, MCP. Strong interest in AI enablement, change management, and strategy. Good communication (both written and verbal) and collaboration skills; ability to translate between and adapt to technical and non-technical stakeholders. Demonstrated prompt and context engineering skills. Interest in investment research and capital markets. Nice-to-Have: 1-2 years of experience in capital markets-focused role, preferably equity research. Experience using M365 Copilot, Claude Enterprise, OpenAI Enterprise, or similar enterprise AI tools; finance-focused AI tools such as AlphaSense, Rogo, Hebbia. Track record of evaluating AI tools and platforms. Familiarity with equity research workflows and data sources. Primary Location Full Time Salary Range of $100,00 - $120,000.