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  • Help Desk Specialist

    Vivid Resourcing

    Specialist job in Charlotte, NC

    Job Title: Helpdesk Support Technician (Level 1) Type: Contract-to-Hire / Full-time We are seeking a Level 1 Helpdesk Support Technician to join a growing IT team supporting end users across desktop, laptop, and mobile environments. The ideal candidate will have a passion for technology, strong troubleshooting skills, and a customer-first attitude. This position provides the foundation for future growth into systems, networking, or cybersecurity roles. Key Responsibilities • Serve as the first point of contact for IT support requests via phone, email, or ticketing system. • Diagnose and resolve hardware, software, and network connectivity issues for desktops, laptops, and peripherals. • Perform password resets, user account management, and basic Active Directory administration. • Support Windows 10/11, Microsoft 365 (O365/M365), and basic VPN connectivity issues. • Escalate complex incidents to Level 2 or specialized teams following standard escalation procedures. • Document issues, solutions, and troubleshooting steps accurately within the ticketing system (ServiceNow, Jira, or equivalent). • Assist with onboarding/offboarding, including device setup, email configuration, and access provisioning. • Maintain professionalism and provide exceptional customer service to end users at all times. • Participate in routine system maintenance tasks and contribute to continuous improvement initiatives. Required Skills & Experience 1-2 years of experience in IT support, service desk, or technical assistance (or equivalent internship/training experience). Working knowledge of: • Windows 10/11 • Microsoft 365 / Office 365 / Outlook • Active Directory & password resets • Remote desktop tools (RDP, AnyDesk, TeamViewer) • Basic networking (DNS, DHCP, VPN) • Excellent communication, problem-solving, and customer service skills. • Ability to multitask and prioritize in a fast-paced environment. Preferred Qualifications • CompTIA A+ or Network+ certification. • Experience with ServiceNow, Remedy, or Jira ticketing platforms. • Exposure to mac OS or mobile device support. • Strong interest in IT career progression (systems admin, cybersecurity, or cloud)
    $33k-48k yearly est. 4d ago
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  • Onboarding Specialist

    Octapharma Plasma, Inc. 3.8company rating

    Specialist job in Charlotte, NC

    Octapharma Plasma offers professional opportunities that make a meaningful difference. We enhance the lives of patients who need our life-saving medicines. We reward the donors who provide the plasma we collect to make them. And we inspire growth and development in the teams at our donation centers, offices, and labs. We invite you to do the same in this role: Onboarding Specialist This Is What You'll Do: Plan and coordinate the logistics of new employee onboarding, including scheduling and preparing materials. Conduct orientation sessions to introduce new hires to the company's culture, values, policies and procedures. Schedule and coordinate onboarding activities, providing guidance and support to new hires throughout the process. Ensuring completion of paperwork and following all legal and administrative compliance when onboarding candidates. Assist new hires with completing the necessary paperwork, including employee forms, benefits enrolment, and IT setup. Processes I-9 and E-Verify requests. Processes background checks and drug screens. This Is Who You Are: Excellent interpersonal skills, strong written and verbal communication skills. Highly ambitious and ability to think outside of the box. Eager to share new ideas and contribute to a team. Self-motivated and willing to assume the initiative. Attentive to every detail. Capable of thriving while working independently. This Is What It Takes: 2+ years of experience in onboarding and recruitment with a proven track record of successful onboarding processes and employee retention. Strong knowledge of onboarding best practices, HR policies and procedures, and employment laws and regulations to ensure compliance during the onboarding process. Strong organizational skills to manage and streamline the onboarding process efficiently. Excellent communication and interpersonal skills to build rapport with new employees and establish a positive onboarding experience. Attention to detail and organizational skills to coordinate and manage multiple onboarding processes simultaneously. Adaptability and flexibility to accommodate the diverse needs and backgrounds of new employees. Ability to collaborate and work effectively with remote team members with prior experience in corporate onboarding. Proficiency in Microsoft Office Suite. Proficiency in using HRIS systems and experience with different applicant tracking systems. May require travel to assist field locations with recruitment. We're widely known and respected for our benefits and for leadership that is supportive and hands-on. Formal training Outstanding plans for medical, dental, and vision insurance Health savings account (HSA) Employee assistance program (EAP) Wellness program 401 (k) retirement plan Paid time off Company-paid holidays Personal time More About Octapharma Plasma, Inc. With donation centers and team members throughout the U.S., Octapharma Plasma, Inc. collects plasma to create life-saving medicines for patients worldwide. We are growing at an impressive pace, and so is the positive impact of our work. Our community relies on teamwork, compassion, and expertise to get things done the right way, while making a meaningful difference in the lives we touch. INNER SATISFACTION. OUTSTANDING IMPACT.
    $33k-58k yearly est. 5d ago
  • Client Specialist (3rd Shift)

    Anuvia Prevention & Recovery Center 3.8company rating

    Specialist job in Charlotte, NC

    Now Hiring: Client Specialist (3rd Shift) Supportive. Purpose-Driven. Recovery-Focused. Status: FT | Hourly, Non-Exempt Reports To: Shift Supervisor Schedule: 3rd shift 11pm-7:30am About the Role Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you. What You'll Do Welcome and orient new clients into the detox program, complete service plans, and intake documentation. Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings. Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed. Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care. Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records. Be an active participant in shift communication, incident reporting, and quality improvement processes. Career Growth Opportunities We offer a clear career ladder with built-in certification support and increased responsibility at each level: Client Specialist I: Entry-level with certification required within 60 days Client Specialist II: Certified and able to train others Client Specialist III: Med Tech certification required within 90 days Client Specialist IV: Enrolled in CADC registration program with supervision requirements Client Specialist V: CADC-I certified Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision. What We're Looking For Education: High School Diploma or GED required Experience: 2 years in healthcare or substance use treatment preferred Skills: Strong communication, problem-solving, time management, and adaptability Certifications: CADC preferred Med Tech (within 90 days for CSIII) CPR/First Aid (or willing to obtain) Valid NC or SC Driver's License required You'll Thrive If You Are: Calm under pressure and able to handle crisis situations with professionalism Passionate about helping others overcome barriers in their recovery Committed to excellence, teamwork, and continuous learning Comfortable working in a diverse, fast-paced residential treatment environment Why Join Anuvia? Purpose-driven work that truly makes a difference Structured advancement with credentialing support Supportive team culture in a respected treatment center Opportunity to grow into a QP or Certified Counselor role Competitive Benefits: We offer a comprehensive benefits package, including: -Immediate health benefits with no waiting period. -Generous time off policies and company-provided disability insurance. -Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year. -Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.
    $45k-74k yearly est. 60d+ ago
  • Client Specialist

    Barry's 3.7company rating

    Specialist job in Charlotte, NC

    About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply
    $40k-75k yearly est. 60d+ ago
  • Client Experience Specialist

    Tkxs Inc.

    Specialist job in Charlotte, NC

    Immediate About TKXS A B2B technology and data-driven solutions company, TKXS provides data collection, data science, technology and data-enabled marketing and incentive management capabilities to the agriculture, healthcare, construction and industrial supply industries. With an unparalleled combination of industry breadth, depth and trust, no other provider offers clients a more complete solution set. TKXS' clients know us to be trustworthy, responsive and straightforward. And while we count myriad strengths, our greatest advantage is our team. Guided by five core values, we trust more and achieve more. We team up, we stay curious, we take responsibility, we speak out, and we serve others. Grounded by our leadership team's thoughtful planning, and fueled by enthusiastic and innovative teammates, your future at TKXS could be bright indeed. What We're seeking The Agriculture Client Experience Specialist will serve on a team of individuals representing the virtual, customer-facing points-of-contact for the client and their customers. The Client Experience Specialist team extends stellar customer service on behalf of the client to ensure a positive experience. About the Position Duties/Responsibilities: Gain a thorough understanding of the client's business and program Receive inbound calls, emails and support tickets from the client's field sales reps, retail and/or farmer customers Respond to all email communications and support tickets, as well as missed calls and voicemails within 24 hours Document all inbound and outbound communication for metric reporting to the client Handle heavy call volume periods with high service and great attention to detail Identify opportunities for efficiency gains and additional support during low call volume periods Assist client and their customers with all matters relating to the program If further assistance is required, provide support to the customer with warm transfers to other departments within the client organization or customer follow up once further research is conducted If further research is required, provide the customer with an estimated timeframe for follow-up or communication Document and report system issues via a ticketing system for resolution with appropriate technical resources Build meaningful relationships with our client's sales personnel and stakeholders Act as our client's representative and advocate, ensuring delivery of accurate information, excellent service and resolving concerns in a timely manner Provide systems and programs related support to field personnel and client stakeholders Merchandise customer Voice of Customer (VOC) with TKXS Management to share with internal stakeholders and/or key client stakeholders Support in training new team members as needed Collaborate with staff management to prepare and ensure adherence to best practices Provide support through Quality Assurance (QA) testing of new system functionality Credentials College degree, preferably in Agriculture and/or Business Management Experience in customer service handling high volume phone and email traffic (at least 90-95% of the day is spent on the phone and answering emails) Strong attention to detail and sense of urgency when following up with customers High professionalism and willingness to serve the customers' needs Adept and comfortable using multiple web-based systems simultaneously Excellent interpersonal, written, verbal, and telephone communication skills; Fluency in English Capacity to work under tight timelines and in team-oriented environments Proven ability to adapt and thrive in a changing environment Proven ability to function well in a high-paced and at times stressful environment Proficient with Microsoft Office Suite or related software Must be able to work in the Charlotte or Raleigh office and the ability to work from home when necessary Note: This position requires a 40-hour work week. Business hours depend on program needs and may change seasonally based on call / email / support ticket volume. During certain times of the year you may be asked to work a flexible shift to support workload. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Why TKXS? At TKXS, you'll be positioned to do your best work ever, surrounded by caring, fun-loving and inspiring teammates. We work hard for our clients, but we play hard, too. Think happy hours, impromptu get together, and abundant community service projects. We also provide a hefty benefits package: health insurance, maternity and paternity leave, a 401(k)-matching program, affordable family benefits. prescription drug insurance, pet insurance, as well as TKXS also covers -- 100% -- dental, vision, and life insurance for full-time employees. And then there are the perks - and plenty of them, including video games, healthy treats, seriously good coffee, and you won't believe what's on tap in the breakroom. Ready to bring out the best in yourself? Then we want to hear from you. Give us a call, send an email, or go ahead and apply today. TKXS is proud to be an Equal Opportunity Employer. We value diversity - in our workplace and in our community and are committed to creating an inclusive environment for all employees.
    $29k-52k yearly est. Auto-Apply 60d+ ago
  • Client Specialist, Morrison Charlotte

    Knitwell Group

    Specialist job in Charlotte, NC

    About us Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life. What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page. Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within. Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more. What we Value “WE CARE”: We Win as a team and are dedicated to ensuring and applauding each other's success. We Encourage creativity, innovation and smart risk-taking. We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them. We Act with integrity, transparency, candor, and respect. We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture. We Embrace community by bringing positive change to those we live and work in. Who You Are: Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers. Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment. Able to work cooperatively in a diverse work environment Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store. Possess excellent written and verbal communication skills and a high level of integrity. Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her. Professional, assertive, and friendly with the ability to make decisions independently. Possess the technological aptitude to navigate POS/computer/iPad/handheld systems. Have open availability of 20 - 29 hours per week Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays. Comfortable climbing ladders, moving around regularly, and standing for extended periods of time. Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs. What You'll Do: Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including active use of Concierge. Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc. Plan and prioritize tasks and responsibilities to meet the needs of the customer and business. Seek to understand customer needs & wants with curiosity and confidence through intentional conversation. Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust. Actively participate in community/store activities and events that promote the Talbots Brand. Professionally represent the brand image. Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change. Location: Store 01307 Morrison NC-Charlotte, NC 28211Position Type:Regular/Part time Equal Employment Opportunity The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
    $29k-52k yearly est. Auto-Apply 60d+ ago
  • Client Onboarding Specialist Transfer Associate

    JPMC

    Specialist job in Charlotte, NC

    Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial & Investment Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase. Job Responsibilities Own the product implementation and training experience for your assigned clients Meet and connect with clients through WebEx, Zoom, and other collaboration technologies Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management Manage client and partner expectations and understanding throughout the implementation process Exhibit ownership of implementations experience and own client satisfaction results Work with partners in Operations and Product Management to streamline processes Identify instances of business risk and show ownership of issues when they arise Scope client requests and translate business requirements into detailed technical specifications for treasury services Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository Demonstrate creative problem solving and judgement and be empowered to escalate when necessary Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations Required Qualifications, capabilities and skills General knowledge of Treasury Products and Services An appreciation for being a ‘keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience Prior project management experience Experience in risk awareness and skills to develop and ensure quality program set ups Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills Strategic thinking with the ability to manage conflict and adapt to change Demonstrated team building skills and ability to work in a team environment Ability to clearly communicate, partner and influence - leading others to a common goal Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, capabilities and skills Bachelor of Science or Business Administration Degree PMP or other Project management Certifications Ability to provide quantifiable management reporting Passion for learning new operating models, technologies, and industry trends Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more Help the community through expansive volunteer opportunities Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (10%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
    $29k-52k yearly est. Auto-Apply 60d+ ago
  • Commercial Lines Claims Specialist - Commercial General Liability (primarily New York venues)

    Utica National Insurance Group 4.8company rating

    Specialist job in Charlotte, NC

    The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $1.7B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations including Buffalo, Boston, Charlotte, NYC, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do You'll be responsible for investigating, evaluating, negotiating, and resolving primarily New York commercial general liability claims with moderate complexity. With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer. Consultation with supervisors on more complex coverage will occur as needed and this role will provide exposure to litigated claims. This position requires strong claims handling acumen with an understanding of state laws and requirements. Key responsibilities * Investigate, evaluate, negotiate and resolve commercial general liability claims in a fair and timely manner. * Thoroughly evaluate and analyze coverage and draft comprehensive coverage position letters. * Manage the defense of more complex regional commercial general liability claims in multiple jurisdictions in accordance with leading practices. * Manage non-litigated and some litigated claims. * Operate on an independent basis with little supervision and settle claims within assigned authority. * Effectively manage expenses. * Attend mediations, trials and hearings as needed to include interaction with insureds, agents, and legal representatives. * Review court decisions, laws and coverage interpretations and have a broad knowledge and understanding of the law and claim practices. * Able to work independently and serve as a mentor to lesser experienced team members. What you need * Four year degree or equivalent experience. * 5+ years of claim handling experience with commercial general liability experience preferred. * Experience in handling litigated files preferred. * Knowledge of NY venues strongly preferred. Licensing Required to obtain your license(s) as an adjuster in the state(s) in which you are assigned to adjust claims. Licensing must be obtained within the timeframe set forth by the Company and must be maintained as needed throughout your employment. Salary range: $75,000-$109,500 The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications. Benefits We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following: * Medical and Prescription Drug Benefit * Dental Benefit * Vision Benefit * Life Insurance and Disability Benefits * 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results) * Health Savings Account (HSA) * Flexible Spending Accounts * Tuition Assistance, Training, and Professional Designations * Company-Paid Family Leave * Adoption/Surrogacy Assistance Benefit * Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance * Student Loan Refinancing Services * Care.com Membership with Back-up Care, Senior Solutions * Business Travel Accident Insurance * Matching Gifts program * Paid Volunteer Day * Employee Referral Award Program * Wellness programs Additional information This position is a full time salaried, exempt (non overtime eligible) position. Utica National is an Equal Opportunity Employer. Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy. #LI-HL1
    $75k-109.5k yearly 31d ago
  • Commercial Specialist

    Description Autozone

    Specialist job in Charlotte, NC

    As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations. You'll drive WOW! customer service, increase commercial sales, and ensure smooth order fulfillment and delivery. This role combines customer service, sales support, and logistics coordination, with opportunities to lead and grow within the department. What We Are Looking For Strong customer service and communication skills. Ability to manage multiple tasks in a fast-paced environment. Familiarity with billing, inventory, and delivery processes. Commitment to safety and compliance with company procedures. Valid driver's license and a clean driving record. You'll Go the Extra Mile If You Have Previous experience in commercial sales or automotive retail. Knowledge of AutoZone systems and procedures. Experience managing or supporting a team. Strong organizational and problem-solving skills. Exceptional Communication: Strong people skills and effective communication in both Spanish and English. Assist commercial customers with product selection and order management. Maintain accurate billing records and ensure on-time deliveries. Conduct account visits to build relationships and ensure service quality. Generate new business through outbound calls and in-person outreach. Follow cash handling procedures, including deposits and collections. Document and inspect all deliveries for accuracy and condition. Monitor and report on vehicle maintenance and safety. Manage battery consignment inventory and perform weekly stock checks. Handle returns and accident procedures according to company policy. Lead the commercial department in the absence of the Commercial Sales Manager. Promote a safe and compliant work environment for all team members.
    $44k-81k yearly est. Auto-Apply 13d ago
  • Business Impact Specialist CDL Required

    Coca-Cola Bottling Co. Consolidated 4.4company rating

    Specialist job in Charlotte, NC

    Pay Rate: $256.68/day Click here to experience a Day in the Life of our Teammates! Uncap Your Potential at America's Largest Coca-Cola Bottler - Pour Your Passion into Purpose! We're more than beverages-we're building meaningful careers and vibrant communities. Join our team where your talent meets purpose, and every teammate directly shapes our success. * Career Growth: Clear pathways to advance and develop your career * Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan * Purpose-Driven: Create meaningful impact in the communities you serve * Professional Development: Dedicated training + personalized mentorship Join us - your refreshing new chapter starts here! Job Overview The Business Impact Specialist is a true "Utility Player" who is well versed in most Sales & Service frontline roles, including customer-facing and non-customer facing positions, to respond to and fulfill needs associated with staffing shortages, work stoppages, and other challenges that create gaps in our frontline staffing plan. Will be qualified and skilled to perform all job duties identified in the job descriptions of CDL qualified Delivery Merchandiser, Bulk Merchandiser, Space Management Specialist, Warehouse Laborer, Forklift Driver, and Account Developer and more as needs arise. Will be on a special response team that is called upon to fulfill needs in different market units and geographies. Anticipate extensive travel requirements including overnight and successive weeks, and flexible scheduling. Will normally complete work independently and be personally accountable for travel logistics and day-to-day functionality to satisfy assignment objectives. Duties & Responsibilities * Covers staffing gaps competently to maintain established route standards and sales and to prevent missing important opportunities, ensuring a high level of customer service is maintained * Orders, fills, merchandises, and rotates products on displays, cold vaults, and cooler equipment, according to Company standards * Capable of any specified activities per route discipline (bulk, conventional, full service, and cold bottle) * Handles urgent customer needs to meet commitments made to customers in a timely, consistent, and professional manner, through partnering with the sales & service, warehouse, and customer management teams * Assist supervisor to help with projects, tasks across the territory, and other duties as assigned * Fill all shelves, racks, displays, and equipment and places proper POS items. Inspects work area for cleanliness, verifies sets are in accordance to the plan-o-gram. Adjusts any shelves, moves products, displays, or racks as required * Communicates sales opportunities to the sales team and, or customer * Prepares and loads onto their company vehicle the necessary equipment and point of sale materials to complete the work assignments for each customer * Greets the store contact and reviews the plans for the reset of racks, displays, and point of sale materials. After assignments, review the completed set with store contact and have them sign off on the reset request form. Removes and replaces any supplies and equipment that are needed to complete the reset of displays * Ensures all Outbound loads are secured and safe by applying protective wrapping as needed and that the proper documentation is attached (STO). Loads and unloads trailers as needed to support delivery activities following CCCI SOPs by updating SAP, CONA via handhelds to ensure accurate accountability for loads Inbound and outbound to, from territories supported by Regional Operation Center * Performs all safety and housekeeping activities including but not limited to conducting pre-trip and post-trip checks, reviewing daily documentation for accuracy, and keeping the work area neat and clutter-free * Utilizes "switcher" to maneuver 53' and pup trailers to the dock as needed * Manages, sells, and executes in an assigned group of customers on daily, pre-set routes, and generates sales orders based on the assigned delivery frequency for each customer. Done to ensure the day to day success of the operation and directly contribute to the financial performance of the company in terms of revenue, volume, and gross profit * Executes applicable promotions and new products based on target lists and executes monthly Look of Success (LOS) initiatives, marketing promotions, Point-Of-Sale, and commercial plans to ensure excellence in RED (Right Execution Daily) scores for assigned customers * Accountable for maximizing operational efficiencies by writing productive orders that meet drop size goals, minimizing shrink and out of date, ensuring compliance with routing schedules in terms of the right day and week, and product that is ordered is accepted by the customer * Demonstrates an aggressive and effective selling acumen and demeanor to effectively sell-in contractual agreements, promotions, innovation products, and distribution principles Knowledge, Skills, & Abilities * Must be able to meet the qualifications of Route Specialist (CDL required) capable of covering any route discipline, Space Management Specialist, Bulk Merchandiser, Account Developer, Warehouse Forklift Driver, and Laborer * Must have excellent interpersonal skills and be able to work effectively to satisfy the needs of a variety of customers with different demands and expectations * Flexibility and willingness to travel extensively including overnight and successive weeks * Anticipate 50-60% overnight travel * Availability to work weekends and some holidays * Able to perform job duties with minimal supervision on a timely basis * Excellent safety record and comprehension of safety principles including proper lifting and use of personal protective equipment * Ability to read, speak, write and understand English to perform basic math skills (addition, subtraction, multiplication, and division) * Proficiency with computer-based applications and equipment * Ability to complete forms (handwritten and/or computer-based) to document activities and results, and place orders * Basic knowledge of the beverage industry. Thorough knowledge of brand order, facing, pricing, labeling, Point of Sale (POS), rotation of product, and the ability to build displays * Understanding of truck, trailer loading strategies, and weight distribution principles * Advanced forklift skills (single-wide and preferred, double-wide) * Pallet-jack skills * Ability to work in a fast-paced, continuous lifting environment * Ability to lift up to 50 lbs. of product repetitively * Must be able to sit or stand for long periods * Must have the ability to push and pull manual and powered material handling equipment (i.e., pallet jack, hand-truck, etc.) containing product loads for a minimum of 100 yards without assistance * Ability to frequently get on and off a forklift * Capable of opening and closing truck dock doors Minimum Qualifications * High school diploma or GED * Knowledge acquired through 1 to 3 years of relevant work experience * Valid driver's license for your state of residency * Commercial Driver's License (CDL) or permit (Class A) or the ability to obtain such Preferred Qualifications * Excellent driving history for the last seven years. (A 7year Motor Vehicle Report will be reviewed) * Ability to pass and maintain D.O.T physical requirements * Forklift and pallet jack certification Work Environment Work environment will vary, including but not limited to exposure to weather conditions, noisy warehouse, coolers, and customer storage areas which may be non-temperature controlled. Equal Opportunity Employer - All qualified applicants will be considered for employment without regard to disability, protected veteran status, or any other characteristic protected by applicable law. Nearest Major Market: Charlotte
    $256.7 daily 19d ago
  • Client Performance Specialist - WSOC TV

    Cox Media Group 4.7company rating

    Specialist job in Charlotte, NC

    The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers. This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed. Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key. Essential Duties and Responsibilities * Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs * Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details * Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps * Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders * Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients * Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns * Quality assurance on work performed by our corporate team * Leverage storytelling skills to build exceptional customer reports Minimum Qualifications * 2-4 years of experience working in a digital advertising operations role, working with sales and marketers * 2-4 years of experience in campaign and performance management * Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development * Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus * Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables * Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results * Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities * Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations * Excellent written and verbal communication skills are necessary for effectively managing performance * Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them * Demonstrated customer service skills with ability to build strong working relationships and consistently meet or exceed customer expectations * Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly * Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns Preferred Qualifications * BA/BS from a 4-year university or equivalent preferred * Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred About Cox Media Group CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit ********************* Req #: 2001 #LI-Onsite CMG is a special place. Here, we rely on our winning mindset and deep expertise to find creative solutions, think differently, and work together to positively impact the people and communities we serve. It's where we connect and inspire diverse audiences every day and everywhere with our unmatched content, products, services and people. At CMG, we take pride in our collaborative and open environment, where everyone feels valued, seen and heard. Our shared commitment to living our company's core Values - Teamwork, Diversity, Integrity, Quality and Fiscal Responsibility - propels us every day, in everything we do. We encourage you to explore #LifeAtCMG, where you can bring your best, authentic self to work, think boldly and make a difference. If you are currently a CMG employee, please log into THRIVE to access our internal career center. Nearest Major Market: Charlotte Apply now
    $48k-57k yearly est. 53d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Specialist job in Charlotte, NC

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 60d+ ago
  • Sr. Business Control Specialist - Business Banking

    Bank of America 4.7company rating

    Specialist job in Charlotte, NC

    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! : This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation. Business Specific Job Description: The Senior Business Control Specialist will be focused on various elements of the Business Banking Sales risk and control environment, including quality assurance (QA), high risk processes oversight and metric control, Process, Risk, and Control Governance, and Engagement Lead Role. In addition, the role will be involved in project work as assigned. The Specialist will have an integral role in communicating and overseeing adherence to BB Pricing Exceptions and usage of BB Sales credit information in various systems of record. This position requires the ability to multi-task, assist associates with complex items and those that require extensive research, while independently prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department requirements. The role will also be expected to think analytically and provide effective solutions to tactical challenges. In addition, the individual must take an active role in identifying and implementing process improvements to improve the effectiveness of risk management activities. There are also expectations that the specialist is directly involved in additional program activities when necessary to ensure that deadlines associated with key deliverables are met. Responsibilities: Risk & Control Governance: Oversee the design and effectiveness of the risk and control environment; partner across lines of business to streamline governance, enhance control efficiency, and maintain accurate Process, Risk, and Control data. Quality Assurance & Control Testing: Lead and execute QA activities including control testing, quality inspections, case management, and reporting to identify issues, drive remediation, and strengthen control effectiveness. Program Leadership & Continuous Improvement: Serve as Engagement Lead for QA Program requirements; implement initiatives such as testing automation, procedural updates, test script enhancements, and coaching to optimize program performance and support business continuity. Regulatory Exams & Audits: Support management and research for regulatory exams, internal audits, and monitoring reviews; evaluate inspection metrics and contribute to standardized dashboard reporting for governance. Risk Advisory & Reporting: Identify emerging risks and provide recommendations to leadership to improve risk identification, assessment, and remediation efficiency; ensure consistent reporting to keep stakeholders informed. Required Skills & Experience: 3+ years of experience in process design, risk management or program management roles Demonstrates leadership, leading through change and process improvements to deliver results Experience with procedure documentation and/or Quality Monitoring/Testing Strong analytical capability to drive root cause analysis and demonstrates attention to detail Control development and monitoring Demonstrated problem solving, strong follow up skills and ability to escalate and gain resolution as needed Self-starter able to work independently, with minimal oversight and guidance Ability to quickly develop subject matter expertise across a broad spectrum of issues Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines Strong facilitation and interpersonal skills with the ability to build solid business partnerships and negotiate solutions; Biased towards action and ability to build consensus Superior presentation and communication skills (written and verbal) Ability to influence desired outcome without direct management responsibilities Ability to develop and maintain strong relationships across the organization and at all levels of management Relationship management skills to build and maintain credibility and influence with key partners and stakeholders Strong decision making skills with proactive communication style Strong knowledge of Microsoft Word, Excel, PowerPoint Desired Skills & Experience: Working familiarity with regulatory, audit, and/or compliance disciplines Small Business / Business Banking experience Experience with leading issue remediation Six Sigma certification Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Elma - 611 Jamison Rd - (NY7507) Pay and benefits information Pay range$70,000.00 - $104,400.00 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.
    $70k-104.4k yearly Auto-Apply 15d ago
  • ORM Lead Business Insights Specialist, Stress Testing & Scenario Analysis

    TD Bank 4.5company rating

    Specialist job in Charlotte, NC

    Hours: 40 Pay Details: $122,304 - $199,680 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence Job Description: Department Overview: ORM Lead Business Insights Specialist, Stress Testing & Scenario Analysis will serve as a key resource leading ORM's stress testing and scenario analysis program. This role requires ability to execute advanced quantitative modeling along with managing high-stakes regulatory governance. The Lead Business Insights Specialist acts as an advisor to business leaders and stakeholders. This role provides comprehensive analytical support, interpretation of complex data, BI or analytics outcomes to generate multidimensional insights that drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Depth & Scope: * Generally accountable for a significant business or area that has cross business or enterprise-wide impact or accountability * Enterprise domain/functional and deep specialized knowledge at the enterprise, business, regulatory and industry levels * Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes * Typically deals with senior/executive management * Focuses on longer-range planning for functional area (e.g. 12 months or greater) * May manage and prioritize multiple projects at a given time * May interact with any hierarchy level up to executive leaders and external vendors Primary Accountabilities: * Regulatory Execution: Lead the end-to-end delivery of the ORM Stress Testing Program, ensuring all regulatory requirements for operational risk losses and capital are met within required timelines. * Scope: Manage the execution of: * US Regulatory: Dodd-Frank Act Stress Testing (DFAST) and Comprehensive Capital Analysis and Review (CCAR). * Canadian Regulatory: OSFI Macro Stress Test (MST). * Internal: Annual Enterprise-wide Stress Test (EWST) and ad-hoc requests. * Scenario Analysis: Lead the development and implementation of the Scenario Analysis program, ensuring alignment with enterprise standards and regulatory requirements. * Methodology & Documentation: Aid in the development and execution of the methodology, procedures, and documentation for operational risk stress testing programs. * Collaboration: Partner extensively with key stakeholders to ensure program success, including Model Development and Model Validation, ORM Internal Loss Event Data team, Enterprise Capital Stress Testing, US CCAR Governance team, Finance, Regulators, and External Consultants * Advanced Analytics: Utilize Python to handle large datasets and apply modeling techniques such as Loss Distribution Approach (LDA), Regression Modeling, and Scenario Analysis to forecast losses. * Process Automation: Design and deploy Power Automate flows to streamline data collection from stakeholders (e.g., Scenario Analysis workshops) and automate approval workflows. * Reporting & Visualization: Build and maintain Power BI dashboards to visualize stress test results and scenario impacts for senior management and the US CCAR Governance team. Preferred Qualifications: * 5+ years of experience in stress testing (CCAR/DFAST), operational risk modeling, or capital planning. * Experience with OSFI (Canada) regulatory requirements is a strong asset, in addition to US Fed requirements. * Master's degree in a quantitative discipline (Finance, Statistics, Economics, Data Science). * Proficient in data manipulation (Pandas) and statistical modeling. * Advanced skills in Power BI (reporting) and Power Automate (workflow optimization). * Deep understanding of operational risk capital methodologies (LDA, Monte Carlo, Frequency/Severity modeling). * Proven ability to manage regulatory relationships and defend methodologies to Model Validation and Audit. * Strong leadership skills to oversee a focused team of professionals. Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 7+ year of relevant experience; higher degree education and research tenure can be counted Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. #LI-AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $45k-63k yearly est. Auto-Apply 8d ago
  • Commercial Client Specialist

    First Horizon 3.9company rating

    Specialist job in Charlotte, NC

    The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities Open new accounts and ensure complete, accurate documentation is obtained from clients Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements Image and index all deposit and client documentation to ensure proper recordkeeping Perform account maintenance, including adding/removing signers and updating client records Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients Perform other duties and responsibilities as assigned Supervisory Responsibilities No supervisory responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. Computer and Office Equipment Skills Microsoft Office suite Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc) None required 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 Facebook X formerly Twitter LinkedIn Instagram YouTube
    $29k-34k yearly est. 52d ago
  • Loan Specialist

    Regional Finance 4.1company rating

    Specialist job in Charlotte, NC

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** #RGNL Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $41k yearly Auto-Apply 33d ago
  • Lead Business Insights Specialist

    TD Bank 4.5company rating

    Specialist job in Charlotte, NC

    New York, New York, United States of America **Hours:** 40 **Pay Details:** $122,304 - $199,680 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Analytics, Insights, & Artificial Intelligence **Job Description:** The Lead Business Insights Specialist acts as an advisor to business leaders and stakeholders. This role provides comprehensive analytical support, interpretation of complex data, BI or analytics outcomes to generate multidimensional insights that drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. **Depth & Scope:** + Generally accountable for a significant business or area that has cross business or enterprise-wide impact or accountability + Enterprise domain/functional and deep specialized knowledge at the enterprise, business, regulatory and industry levels + Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes + Typically deals with senior/executive management + Focuses on longer-range planning for functional area (e.g. 12 months or greater) + May manage and prioritize multiple projects at a given time + May interact with any hierarchy level up to executive leaders and external vendors **Additional Information:** For this dept- our **Lead Business Insights Specialist** will serve as a data steward and reporting expert within the Operational Risk Management division at TD Bank. Additionally, the Specialist will act as an advisor to business leaders and stakeholders by providing recommendations for facilitating or automating practices/processes. This is a multi-faceted role that requires expertise in Power BI and ideally one or more additional tools within the Microsoft Power Platform suite (e.g., Power Apps or Power Automate). **Education & Experience:** + Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; + 7+ year of relevant experience; higher degree education and research tenure can be counted **Preferred Qualifications:** + Experience with Python and data transformation/data cleansing + Preference for candidates with at least Microsoft PL-200 (Power Platform) certification **Customer Accountabilities:** + Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs + Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience + Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business + Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate + Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations + Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution + Provides day-to-day support and delivery of analytics **Shareholder Accountabilities:** + Represents functional area as a business insights & analytics specialized expert + Synthesizes complex and vast amount of information and translates into actionable insights and strategy + Builds business requirements and facilitates project execution to develop insights + Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value + Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers + Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly + Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand + Provides business explanation for anomalies/outliers identified during analysis + Works with business functions and analytics teams to transition business requirements to analytics requirements + Trains business users on how to integrate analytics into decisions + Leverages knowledge of data capabilities to build and deliver insights + Develops analysis to corroborate initial proof of concept + Executes on data requests accurately and within a timely manner + Identifies and investigates data/analytics related issues + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit + Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices + Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. \#LI-AMCBCorporate **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $45k-63k yearly est. 4d ago
  • Commercial Client Specialist

    First Horizon Corp 3.9company rating

    Specialist job in Charlotte, NC

    The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities * Open new accounts and ensure complete, accurate documentation is obtained from clients * Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, including adding/removing signers and updating client records * Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims * Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs * Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients * Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues * Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit * Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation * Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients * Perform other duties and responsibilities as assigned Supervisory Responsibilities No supervisory responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. Computer and Office Equipment Skills Microsoft Office suite Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc) None required 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 Facebook X formerly Twitter LinkedIn Instagram YouTube
    $29k-34k yearly est. 53d ago
  • Internal Audit - Business Management Specialist

    TD Bank 4.5company rating

    Specialist job in Charlotte, NC

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Control Remediation Quality Assurance Business Management Specialist will have appropriate Audit or Risk and Controls subject matter expertise to assist each Remediation owner through the end-to-end Remediation lifecycle. This role is an integral part of the Review & Challenge tollgate panels at both the workstream and full concern level, ensuring effective remediation, leading to successful Internal Audit validation. This role engages with stakeholders to provide ongoing support as well as receive feedback on R&C coordinator team efforts to identify opportunities to enhance the end-to-end remediation program. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scopes of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end to end **Education & Experience:** + Undergraduate degree + 7+ years relevant experience **Preferred Qualifications:** + 7+ years of Audit/Risk and Controls experience is preferred + Subject matter expertise within the banking industry + Highly organized, with demonstrated ability to develop, analyze, improve and apply complex policies, processes and procedures + Solid understanding of Regulatory environment and its role in the banking industry + Effective negotiation and influencing skills + Advanced communication and presentation skills + Works independently as an individual contributor to provide end-to-end support for remediation; including feedback on control of environment + Works with all lines of defense on remediation efforts **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $45k-63k yearly est. 60d+ ago
  • Commercial Client Specialist

    First Horizon Bank 3.9company rating

    Specialist job in Charlotte, NC

    The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. **Essential Duties and Responsibilities** + Open new accounts and ensure complete, accurate documentation is obtained from clients + Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements + Image and index all deposit and client documentation to ensure proper recordkeeping + Perform account maintenance, including adding/removing signers and updating client records + Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims + Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs + Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients + Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues + Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit + Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation + Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients + Perform other duties and responsibilities as assigned **Supervisory Responsibilities** No supervisory responsibilities **Qualifications** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. **Computer and Office Equipment Skills** Microsoft Office suite **Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc)** None required **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 ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $29k-34k yearly est. 52d ago

Learn more about specialist jobs

How much does a specialist earn in Charlotte, NC?

The average specialist in Charlotte, NC earns between $29,000 and $101,000 annually. This compares to the national average specialist range of $32,000 to $104,000.

Average specialist salary in Charlotte, NC

$55,000

What are the biggest employers of Specialists in Charlotte, NC?

The biggest employers of Specialists in Charlotte, NC are:
  1. PSA Airlines
  2. Deloitte
  3. Bank of America
  4. Jackmont Hospitality
  5. Slalom
  6. Home Clean Heroes
  7. Home Clean Heroes of Greater Charlotte
  8. Service Corporation International
  9. Area Wide Protective (awp)
  10. Cracker Barrel
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