Senior Support Specialist Job Description

Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.
Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Supports the life-cycle of a deal from market planning and supporting prospecting campaigns, opportunity development and deal management. Assists relationship managers and engages with clients/prospective clients to ensure all interactions are of high quality. Oversees the deal management process and ensures high quality delivery in all interactions with clients/prospects. Provides feedback on metrics, methodology and proposal response to improve processes, as needed. Oversees legal/business reviews for all potential projects. Reviews and approves final go/no-go carefully considering the impact on the target client and potential future projects. Leverages research/information and collaborates with internal business units to monitor current clients and identify new business opportunities with current or prospective clients. Supports prospecting campaigns and management of new deals. Assists relationship managers to ensure client/prospect satisfaction. Drives improvements, as needed. Acts as main coordinator for business development or relationship management teams. Engages with client and ensures client interactions are high quality. No direct reports. Leads Business Development support teams and provides guidance to less experienced colleagues. Contributes to the achievement of team objectives. Directly contributes to revenue generation goals.

Bachelors degree or the equivalent combination of education and experience in business management or related field is required. 10-12 years of total work experience in sales preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on
Newsweek ’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.


Responsible for handling escalated client issues related to Treasury Products and Services daily tasks in addition to:
• Provide team members with subject matter expertise on all Treasury Services
• Assist Management in self- identifying risks and opportunities to mitigate risk and/or enhance client experience
• Analyze, Assess and immediately engage Product or Technical Support to Execute immediate resolution
• Communicate consistent issues affecting several clients to determine if a (FLN- First Line News) bulletin needs to be broadcasted internally
• Assemble weekly/monthly metrics reports to measure/identify trends of ongoing issues
• Provide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements
• Knowledge of all internal systems to expedite issues and provide resolutions efficiently and timely
• Organize and provide support/coverage when needed or requested for high risk volume/complex level deficiencies
• Assist management with various operational duties and responsibilities
• Abide by Texas Capital Bank policies, procedures, and regulatory compliance guidelines
• Special projects as needed
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.


Minimum of three years in a Treasury Services support Role Bachelor Degree or equivalent experience required Superior client service skills/attitude Strong change management skills and ability to work at a consistently changing/fast pace Strong organizational skills to include effective time management in all key responsibilities of the job Strong analytical, problem solving, and decision-making skills Ability to handle multiple tasks and interruptions, in a fast-paced environment to ensure that deadlines are met Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results Proficient knowledge of PowerPoint and Excel Familiarity with SalesForce a plus Must have prior experience opening/maintaining Deposit accts and extensive knowledge of TM Services Project Management experience a plus

Thank you for your interested in this position. Below we have included a comprehensive overview of the role, responsibilities, requirements, and more. We look forward to reviewing your application! Please note, this position works in Contra Costa County.
OMBUDSMAN SUPPORT SPECIALIST


Organizational Overview


Empowered Aging is a regional non-profit organization serving seniors and their families in Contra Costa, Alameda and Solano Counties through advocacy, education and related programs. Empowered Aging is dedicated to ensuring dignity and quality of life for older adults through a variety of community based and congregate living programs. Current programs include Long Term Ombudsman, Friendly Visiting/Telephone Reassurance , Elder Abuse, Health Career Pathway, and Elder Justice Lunch and Learn. Empowered Aging is seeking an experienced and organized leader to oversee office operations for its three sites, leadership, and advancement of its vision. Empowered Aging is responsible for protecting the rights of and improving quality of life for 29,000 residents of long-term care and more than 500,000 seniors throughout the region.


We believe
aging is a natural phase of life, deserving of respect and dignity. Every day we empower, educate, and partner with older and dependent adults to best meet their unique needs – from providing opportunities to join activities they love to ensuring they are free from neglect and abuse.

When our elders thrive, we all benefit from their unique contributions and collective wisdom.
Vision:
Creating communities where all can age with dignity, justice and respect


Mission:
Empowered Aging empowers individuals and their families as they navigate the aging continuum, through person centered advocacy, education and collaborative leadership.

POSITION OVERVIEW

The Ombudsman Support Specialist, working in Contra Costa Coutny, is a critical and nimble team member within the Empowered Aging team charged with addressing issues negatively impacting the lives of long-term care residents through facility coverage and complaint investigation seeking to resolve issues that negatively impact the quality of life and quality of care of older and dependent adults. The Ombudsman Support Specialist, like all Empowered Aging team members, is charged with providing operational support to the Empowered Aging team on an as needed basis which may include complaint intake, volunteer training and other tasks as assigned. This position is nimble and designed to move with the needs of the organization and the residents/families we serve.
RESPONSIBILITIES
Complies with all federal and state requirements and local program procedures. Responsible for coverage and complaint investigation at assigned facilities. Ensures that all complaints received are investigated appropriately and closed in a timely manner; including appropriate documentation and data entry in ODIN(database) Provides back-up and support to other program staff members as needed. Witness the execution of advance health care directives as in skilled nursing facilities Other duties as assigned.
EDUCATION AND EXPERIENCE
Demonstrates a thorough understanding of the long-term care system and the rights and concerns of those who live within it. Preference for those who have worked in long-term support and services Working knowledge of dementia and its effects. Excellent communication skills Ability and talent for problem resolution Eagerness to use and leverage technology to streamline processes AA/AS or commensurate experience Reliable transportation/ability to spend significant time driving to facilities Ability to lift 50 LBS
COMPENSATION

$25 - $27 per hour

REPORTS TO:
LTC Program Manager

SCHEDULE

Our office hours are M-F 8am-5pm. Following the completion of a 90 day review period some flexibility is available.

EQUAL EMPLOYMENT STATEMENT
Empowered Aging is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, disability, political affiliation, personal appearance, family responsibilities, matriculation or any other characteristic protected under federal, state or local law. Each person is evaluated on the basis of personal skill and merit. Empowered Aging’s policy regarding equal employment opportunity applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, and social, educational and recreational programs. The Executive Director shall act as the responsible agent in the full implementation of the Equal Employment Opportunity policy.