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. 3d ago
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Administrative Specialist
Calculated Hire
Specialist job in Charlotte, NC
Administrative Specialist II
Charlotte, NC
Provide high-level administrative support to multiple executives across corporate locations. Manage complex calendars, office operations, and executive requests with discretion, efficiency, and professionalism. Serve as a proactive and reliable resource, anticipating needs and supporting leadership in a fast-paced, dynamic environment.
Key Responsibilities:
Manage executive calendars, meetings, and office seating arrangements, including private conference room scheduling and logistics.
Prepare, edit, and format documents, reports, presentations, and corporate calendars.
Submit and track purchase requisitions, process vendor invoices, and support budget tracking and reconciliation.
Coordinate team meetings, events, and large-scale operational projects such as office moves and asset disposition.
Maintain physical and digital filing systems, ensuring easy retrieval, confidentiality, and organization.
Assist with onboarding and offboarding processes, including system access, tools, and workspace setup.
Provide hands-on support during technology transitions, troubleshooting, and equipment delivery.
Communicate effectively with internal teams, peers, and external contacts.
Support cross-functional administrative needs, responding to complex inquiries and managing ad hoc requests.
Required Skills & Qualifications:
8+ years of administrative experience, with at least 3 supporting executive leadership.
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams).
Strong written and verbal communication skills.
Ability to prioritize, multitask, and meet deadlines in a dynamic environment.
Professionalism, discretion, and attention to detail.
Self-starter with ability to work independently.
Preferred Skills & Qualifications:
Experience in corporate or regulated environments.
Familiarity with procurement, invoicing, and budget management systems.
Bachelor's degree in Business Administration or related field preferred.
Proven ability to handle confidential information with integrity.
$25k-43k yearly est. 17h ago
Client Specialist (3rd Shift)
Anuvia Prevention & Recovery Center 3.8
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 Experience Specialist- Marketing | Sage Home Loans
Sage Home Loans Corporation
Specialist job in Charlotte, NC
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week.
As a Client Experience Specialist, you'll be the trusted voice behind our brand-supporting clients directly, shaping how Sage shows up across public review platforms, and making sure every borrower feels heard from application to closing and beyond. This role blends mortgage expertise with thoughtful communication, reputation stewardship, and real-time problem solving. You'll partner closely with Sales, Operations, and Marketing to connect the dots between client feedback and meaningful action, helping us deliver a simple, human, and consistently excellent experience. At Sage, we put clients first, and you'll play a key part in ensuring our clients feel supported, respected, and genuinely cared for at every stage of their journey.
What You'll Do
Monitor and manage client reviews across platforms such as Google Business, Trustpilot, Zillow, BBB, and others, ensuring responses are timely, accurate, and aligned with Sage's brand voice.
Serve as a client-facing representative by making and receiving calls to address concerns, provide clarity, and reinforce a positive end-to-end mortgage experience.
Act as the primary point of contact for escalations, delivering empathetic, fast, and effective resolution while upholding compliance and client-first standards.
Identify patterns in client sentiment and feedback; track themes, analyze trends, and report insights to Marketing, Sales, and Operations to drive continuous improvement.
Partner cross-functionally to bridge communication between mortgage teams and brand/marketing efforts, ensuring consistency in messaging and service.
Proactively connect with clients post-closing to gather feedback, confirm satisfaction, and resolve lingering questions.
Document all client interactions, trends, and learnings in clear, actionable formats for internal partners.
Contribute to internal meetings by sharing reputation insights, emerging issues, and opportunities to elevate the client experience.
What We're Looking For
Experience in reputation management, brand communications, or public response drafting.
Solid understanding of the mortgage process and common client touchpoints, ideally with previous experience in lending, processing, or client-facing mortgage roles.
Strong verbal and written communication skills with the ability to deliver clear, empathetic, and brand-aligned messaging across phone and digital channels.
Proven collaboration skills and a team-first mindset; comfortable partnering across Marketing, Sales, Operations, and CX.
Ability to succeed independently in a fast-paced, remote or hybrid environment while maintaining accountability and responsiveness.
Strong organizational skills with the ability to manage multiple feedback channels, calls, and tasks simultaneously.
Analytical mindset with comfort identifying trends, root causes, and opportunities for improvement in client sentiment data.
Proficiency with reporting tools such as Excel or Google Sheets to track review volume, performance metrics, and sentiment trends.
Intellectual curiosity, proactive problem-solving, and a natural desire to understand client motivations and improve their experience.
Familiarity with public review platforms (Google Business, Trustpilot, Zillow, BBB), or willingness to learn, is preferred.
Compensation
Total Cash Compensation Range: $28 - $33 per hour
This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included above. Actual compensation varies based on location, experience, and qualifications.
The following benefits are provided by Red Ventures, subject to eligibility requirements.
Health Insurance Coverage (medical, dental, and vision)
Life Insurance
Short and Long-Term Disability Insurance
Flexible Spending Accounts
Paid Time Off
Holiday Pay
401(k) with match
Employee Assistance Program
Paid Parental Bonding Benefit Program
Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That's why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.
Who We Are:
Sage Home Loans Corporation is a digital mortgage lender solution redefining the mortgage origination experience. By building new technology solutions we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the right mortgage that matches their needs 24/7. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience.
Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology, including Sage Home Loans, Bankrate, Lonely Planet, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life's most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit *********************** and follow @RedVentures on social platforms.
At Red Ventures, we believe diverse, inclusive teams are better. To help you better understand our core values and beliefs, we encourage you to watch this brief YouTube video: Our Belief Statements. This will give you insight into the principles that guide our work and our commitment to fostering an inclusive environment.
We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.
Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications.
We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com.
If you are based in California, we encourage you to read this important information for California residents linked here.
$28-33 hourly Auto-Apply 5d ago
Client Specialist
Barry's 3.7
Specialist job in Charlotte, NC
We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, citizenship or immigration status, or any other legally recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. 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 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 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 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
Claims Specialist
Libra Solutions 4.3
Specialist job in Huntersville, NC
Job Description
When life gets hard, we make it easier! Libra Solutions helps overcome the burdens created by slow-moving legal processes. Combining technical innovation and financial strength, we help speed cumbersome workflows and ease financial barriers for our customers. And our companies are leaders in their industries! Oasis Financial is the largest and most recognized national brand in consumer legal funding. Oasis helps consumers awaiting legal settlements to move forward with their lives. MoveDocs is a personal injury solutions platform that integrates and streamlines medical, financial, and professional services for personal injury cases. Our mission is to improve outcomes for plaintiffs, accelerate settlements for attorneys, and ensure timely payment for providers. We are proud of our mission and passionate about applying technology to the challenge of making healthcare more accessible. We also are the leading inheritance funding provider through Probate Advance, helping heirs access their inheritance immediately, without the lengthy process of probate.
Together, under the Libra Solutions banner, we have relationships with over 40,000 attorneys and over 7,000 healthcare providers nationwide, which gives us an amazing platform to service our customers.
MoveDocs is seeking a Claims Specialist to join our growing Operations team. The successful candidate will be highly motivated to deliver exceptional customer service to various parties within the medical and legal community. This position will function as the primary point of communication with our clients to stay up to date on existing cases and answer client questions. MoveDocs takes pride in providing excellent and expedient service to our clients and the qualified candidate must be self-motivated, able to work autonomously and enjoy working in a fast-paced, high-volume environment.
This role is located in our Huntersville, NC office.
Answers high volume of inbound calls from insurance companies, attorneys, clients and/or medical providers daily
Statuses cases to get updates on pending and ongoing case litigation and/or medical treatment.
Drafts correspondence to defense insurance companies and/or attorneys including demand letters, emails, and faxes
Delivers customer satisfaction through timely, accurate communications
Develops rapport with the attorneys, firms, insurance companies and medical providers
Requirements
High School or GED required
Experience in a high-volume call environment preferred
Knowledge or experience with personal injury, medical billing, or claims a plus
Previous claims and/or personal injury case manager experience preferred
Self-motivated with desire to build great relationships, and to meet and exceed goals
Ability to multitask while on the phone and the computer is a must
Able to adapt to change and pivot easily between tasks
Ability to work quickly and accurately to meet tight deadlines
Possess excellent verbal and written communication skills for communicating with insurance companies, attorneys, and medical providers
Basic computer proficiency and Outlook experience
Benefits
MoveDocs offers competitive compensation, benefits that include medical, dental, vision and life insurance plans, plus 401(k) with company match and paid time off.
$38k-67k yearly est. 7d ago
Client Relationship Specialist
Brightway Insurance 4.4
Specialist job in Charlotte, NC
About Brightway
Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customer service and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway s retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license within 60 days of employment
Strong customer service mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.
Education and Experience
This position requires a bachelor s degree and 2-4 years experience in a customer service or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Charlotte, North Carolina.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$36k-58k yearly est. 6d ago
Commercial Lines Claims Specialist - Commercial General Liability (Southern venues)
Utica National Insurance Group 4.8
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 Southern 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 Southern venues strongly preferred (licensing in TX, GA, NC, SC 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 13d ago
Business Impact Specialist CDL Required
Coca-Cola Bottling Co. Consolidated 4.4
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 28d ago
Business Insights Specialist (US)
TD Bank 4.5
Specialist job in Charlotte, NC
Hours: 40 Pay Details: $95,264 - $155,376 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:
Job Summary:
The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to 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:
* 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
* Scope 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
* May interact with any hierarchy level up to executive leaders and external vendors
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;
* 5+ 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 action/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.
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 7d ago
Sr. Business Control Specialist - Business Banking
Bank of America 4.7
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 25d ago
Commercial Loan Closing Specialist
Home Trust Banking Partnership
Specialist job in Charlotte, NC
The Commercial Loan Closing Specialist assists in the preparation of loan documents associated with commercial closings and facilitates closings through the Commercial Banking Associates, Commercial Relationship Managers, and Attorneys. This position supports critical policy and procedures as well as federal and state regulations to ensure an efficient documentation practice, loan document review system, and other critical risk management activities needed to minimize credit, documentation, and operational risks in commercial lending.
Key Responsibilities / Essential Functions
* Prepares complete and accurate loan documentation packages for new commercial loans, modifications, renewals, and extensions, and includes final closing instructions.
* Orders Flood Certifications, prepares UCC financing statements, reviews UCC search records, and verifies wiring instructions and funding details.
* Reviews credit approval packages which include pricing and financial reporting requirements, and collateral and environmental due diligence requirements necessary to document the loan.
* Reviews and verifies customer identification documents in accordance with the US Patriot Act and the due diligence policy.
* Ensures compliance with HMDA/CRA eligibility requirements and FEMA regulations.
* Reviews preliminary closing documents including hazard, liability, builder's risk, flood insurance policies, Title Commitments, Closing Protection Letters, Settlement Statements, and funding due diligence.
* Coordinates the return of all executed document packages and necessary supporting documents to Loan Operations for booking.
* Maintain confidentiality and security of sensitive information.
Job Requirements
Education:
* High school diploma or equivalent
Required:
* 3+ years of experience in preparing and reviewing commercial loan documents and/or paralegal experience tied to commercial loan closings required.
* Knowledge of basic legal concepts including real estate transactions.
* Knowledge of commercial loan products and services.
* Well-developed written and verbal business communication.
* Proficient administrative and organizational skills.
* Self-motivated with attention to detail.
* Ability to prioritize duties and work independently.
* Ability to meet designated deadlines while remaining flexible to changing assignments.
* Proficient in Microsoft Office products.
Preferred:
* College degree in business or related field.
* Experience with LaserPro.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
* This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
* Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
* Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
* The employee will frequently communicate and must be able to exchange accurate information with others.
* The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
$26k-64k yearly est. 60d+ ago
Loan Specialist
Regional Finance 4.1
Specialist job in Kannapolis, 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: **************************************************************************************************
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 14d ago
Collections Specialist
Anticimex
Specialist job in Matthews, NC
Principal Responsibilities
Provide stellar customer service from the greeting to the conclusion of the call.
Displays warm greeting, shows empathy, and demonstrates a sense of urgency appropriately to customers.
Contact clients to discuss their overdue payments.
Ensure debt reclamation efforts are performed in a manner consistent with all pertinent regulations and company policies.
Manage delinquent accounts for debt collection efforts.
Resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt.
Help customers understand their account ensuring satisfaction.
Monitor and respond to customer emails.
Utilize Pestpac consistently with AXC standards, placing notes in accounts to document collection efforts.
Forward call for cash payments that are received to the Customer Service Center.
Document and escalate infractions reported by our customers.
Comply with all company policies and procedures with all employees.
Encourage and foster a harmonious workplace with a positive attitude.
Collaborate with team members as needed.
Maintain acceptable attendance and tardiness records.
Other duties as assigned
Competency/Position Requirements: Knowledge, Skills, & Abilities
Exceptional verbal and written communication skills
Committed to accuracy
Ability to demonstrate flexibility when needed
Ability to work effectively in PestPac
Exceptional customer service disposition
Education/Experience:
No experience .
Must be able to walk, sit, stand, & and use the computer and phone for extended period of times.
This list may not be all-inclusive.
$30k-40k yearly est. Auto-Apply 6d ago
Collections Specialist
Brightspeed
Specialist job in Charlotte, NC
We have an exciting opportunity for a Collections Specialist to join our growing team! As a Collections Specialist, you will report directly to the Manager, Collections & Disputes. You will be responsible for collecting revenues owed from business customers. Your will also assist with basic billing inquiries and disputes based on customer feedback related to their invoices. You will be expected to provide superior customer service and to provide prompt responses and resolutions to customers concerns to ensure prompt payment. Come help us build the best and fastest fiber-optic network in America!
As a Collections Specialist, you will have the following duties:
Receive inbound calls from Brightspeed business customers for collections, payment arrangements, and simple billing inquires
Meet established collection objectives monthly
Collect and manage past due accounts for moderate to large sized business customers
Use various computer systems simultaneously
Build and maintain strong customer relationships and problem solve with the customer
Preparation of monthly collection reports and recommendations on credit memos and write off activities
Collaborate with sales, customer service, billing operations, and AR teams in reconciling accounts
Review and comprehend contractual agreements with customers that govern the servicing relationship
Job Description
WHAT IT TAKES TO CATCH OUR EYE:
3+ years of experience in B2B collections
Ability to overcome objections and offer solutions to resolve potential roadblocks
Strong interpersonal and communication skills. Able to communicate effectively orally and in writing with appropriate detail, judgement, and discretion at all levels of the organization including senior management
Relationship-builder and strong listening skills
Demonstrates competence, professionalism, and leadership presence: Is objective and free from undue influence; conveys sound judgment; builds trust; is collaborative, insightful, proactive, and future-focused
Well-organized, ensuring that all deliverables are met on time with excellent results and anticipates implementation or workload issues related to emerging developments
Demonstrates integrity and the highest ethical standards in all aspects
Ability to learn complex systems, process quickly and be able to convey that knowledge to others
Qualifications
BONUS POINTS FOR:
Bachelor's degree in Finance, Accounting, Business, or related field
Telecommunications industry experience
#LI-MH1
Additional Information
WHY JOIN US?
We aspire to contemporary ways of working.
Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be.
We offer competitive compensation and comprehensive benefits.
Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits.
Inclusion and belonging are at the center of our grounding belief in Being Real.
When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve.
Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact [email protected] to initiate the accommodations process.
For all applicants, please take a moment to review our Privacy Notices:
Brightspeed's Privacy Notice for California Residents
Brightspeed's Privacy Notice
$30k-40k yearly est. 46d ago
Commercial Lines Claims Specialist - Commercial General Liability (primarily New York venues)
Utica National Insurance Group 4.8
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 39d ago
Business Insights Specialist (US)
TD Bank 4.5
Specialist job in Charlotte, NC
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $95,264 - $155,376 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:**
**Job Summary:**
The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to 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:**
+ 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
+ Scope 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
+ May interact with any hierarchy level up to executive leaders and external vendors
**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;
+ 5+ 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 action/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.
**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.
The average specialist in Stallings, 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 Stallings, NC
$55,000
What are the biggest employers of Specialists in Stallings, NC?
The biggest employers of Specialists in Stallings, NC are: