Job Description
You're the best at what you do. So are we. Imagine what we can achieve together!
We are looking for innovative and dynamic professionals with a passion for exceptional service to join our Retail Banking team as an Member Escalations Specialist
**We are seeking candidates that are local to Maryland or bordering states**
What you will do:
The Member Escalation Specialist is a highly skilled problem-solver responsible for addressing SECU's most complex and sensitive member issues. This role requires a strong ability to operate independently, think critically, and resolve situations that have escalated to the highest levels with minimal direction. The Specialist will have a passion for providing empathetic, effective solutions to service failures and ensuring member concerns do not progress into formal complaints or potential membership termination.
Primary responsibilities include serving as the initial point of contact for all informal complaints received organizationally, conducting thorough due diligence, engaging the appropriate internal parties, and independently driving the action plan to resolution. The Member Escalation Specialist will manage all communication with the member throughout the process, ensuring transparency, professionalism, and timely updates. A significant component of this role includes maintaining complete and accurate documentation of all activities, resolutions, and member interactions, as well as supporting compliance-related activities tied to examiner inquiries, regulatory expectations, and organizational complaint-management standards.
The Member Escalation Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
Handles all inquiries processed via the organization's informal complaints process to ensure timely response, ensuring issues are resolved with empathy and professionalism.
Investigate and resolve member concerns by identifying root causes and providing clear, timely solutions.
Collaborates with Virtual Financial Center leadership and any relevant departments in development of an action plan to provide resolution to the informal complaint.
Coordinates the appropriate member communication related to the initial inquiry and the execution of the resolution.
Diligently documents and communicate progress of status of all informal complaints to ensure accuracy, completeness and compliance.
Provides resources to the Virtual Financial Center team to support member experience initiatives including but not limited to member follow ups from appointments/open lobby, Universal Teller administrative support, virtual onboarding support, and internet auto loan support.
Additional Responsibilities may include:
Manages escalations that require cross-functional coordination, balancing member experience with compliance, operational, and reputational considerations.
Ensures escalated cases adhere to all regulatory requirements, including BSA/AML, OFAC, UDAAP, Fair Lending, and complaint-management standards.
Analyze patterns or trends in member complaints and provide feedback to leadership for process or policy improvements. Prepares reportable findings or concerns for Compliance, Risk, or Legal review as appropriate
Identifies potential regulatory risks in member interactions and escalates to Compliance leadership when warranted.
Maintaining comprehensive understanding of SECU's products, policies and procedures to provide accurate and effective support.
Serves as a subject-matter resource for complaint-related risk, advising leadership on trends and potential impacts.
Supports development or refinement of complaint-management procedures and organizational standards.
Understanding of SECU's survey reporting platform, Medallia, to identify common trends around member experience to share with leadership team.
Additional job-related projects and duties as assigned by management.
What we need from you:
Core Competencies
As employees we are…
Service Focused
Accountable
Curious & Innovative
Knowledgeable
Inclusive
Education Requirements
High School Degree Required
Experience Requirements
3 years of experience in financial services, call center, or other related customer service environment.
Business Acumen Requirements
Demonstrated ability to understand organizational operations, policies, and regulatory requirements to make informed decisions when resolving complex member issues.
Strong analytical skills with the ability to identify trends, assess risk, and recommend process improvements that support organizational efficiency and member retention.
Ability to balance member experience with operational, compliance, and reputational considerations to determine the most effective course of action.
Ability to prepare materials related to complaint trends, root-case analysis, and correction action plans in partnership with Compliance and Risk leaders.
Proven capability to interpret financial products, procedures, and data to support accurate resolution of escalations and ensure alignment with business goals.
Physical Requirements
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
Compensation Information: Offers will be commensurate with experience and education.
Salary: Min. $51,200 - Max. $82,000
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more..2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you're interested in a challenging and rewarding career then SECU is for you!
We can't wait to get to know you!
SECU is an Equal Opportunity Employer
$51.2k-82k yearly 15d ago
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Operational Risk Analyst
SECU 4.2
SECU job in Linthicum, MD
Job Description
Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member's financial well-being, and we'll always do what's right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference. This person will need to reside within commuting distance to our Linthicum, MD headquarters.
What you will do:
The Operational Risk Analyst supports Corporate Governance Leadership with the daily operation and administration of SECU risk programs/responsibilities. This position, through specialized knowledge and skill, provides support to the organization on all matters relating to operational risk. Helps organization identify, assess and mitigate risks arising from internal processes, systems, and people. Ensure business continuity, regulatory compliance and minimal disruption from operational failures.
Operational Risk Analyst adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
Conducts operational/financial/regulatory risk assessments. Coordinates annual review and updates of risk assessments. Analyze business operations to detect potential risk areas.
Develop and implement risk management frameworks. Design controls to prevent or control operational risk. Monitor effectiveness of mitigation strategies.
Identifies, tracks, and monitors operational risks.
Supports remediation efforts of risks. Conducts risk reviews to ensure new, ongoing and remediation efforts are within risk appetite.
Ensure the organization remains within the approved risk thresholds. Implements appropriate monitoring.
Supports daily operations and maintenance of SECU's Business Continuity, Disaster Recovery and Incident Response program. Coordinates and facilitates annual training, program reviews and ensures program documentation is accurate and up to date.
Develop comprehensive reporting, dashboards and presentations for management.
Reviews policies, procedures and programs. Ensure internal controls are adequate.
Coordinates annual training requirements for responsible program areas.
Supports SECU projects and initiatives, determines risks and updates risk assessments/tracking accordingly.
Fosters a culture of compliance and legal awareness organizationally; remains aware of risks facing SECU and the industry.
Additional Responsibilities may include:
Interact and support CUSO partners and credit union partners.
Reviews report data for trends and advise management of potential areas of risk concern.
Responsible for audit and exam support and coordination efforts.
What we need from you:
Education Requirements
Bachelor's degree preferred
Certified Credit Union Enterprise Risk Professional (CUERP) required or must be obtained within the first year of employment.
Experience Requirements
3-5 years' experience working at a financial institution.
3-5 years of demonstrated responsibility in Enterprise Risk Management, with a focus on operational risk identification, assessment and remediation.
Understanding of rules/regulations and enterprise risk awareness from prior roles.
Credit Union experience preferred but not required
Takes personal responsibility for decisions, actions, failures and overall deliverables
Utilizes oral and written communication to enhance relationships across the organization
Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
Relates comfortably with people across levels, functions, culture, and geography
Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others
Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment
Adjusts effectively to work within new work structures, processes, requirements, or cultures
Demonstrates an understanding of SECU's culture, core values, mission and strategic priorities as it relates to one's work and overall performance
Physical Requirements -
Please add additional physical requirements to list provided below, if applicable.
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $95,000 for this role.
Salary: Min. $73,800 - Max. $118,000
Other Compensation Includes:
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
$73.8k-118k yearly 15d ago
IB Senior Associate/Junior Vice President
Stifel 4.8
Baltimore, MD job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. We will consider candidates for the New York and Baltimore offices.
What We're Looking For
Play a critical role as the project manager on teams to manage the deal process from origination to close
Develop integrated financial models and related valuation analyses
Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
Mentor junior staff and target areas for their development
Work on multiple projects and transactions at any given time
What You'll Bring
Strong ability to work in an entrepreneurial culture
Ability to manage, from start to finish, financing and M&A transactions
Excellent analytical, modeling, and client management skills
Exercises good judgment in assessing risks and rewards of new business opportunities
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 5-7 years post-undergraduate work experience in investment banking.
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $175,000.00/Yr. - USD $250,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$175k-250k yearly Auto-Apply 60d+ ago
Research Associate II - Business & Information Services and Environmental Services
Stifel 4.8
Baltimore, MD job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
What We're Looking For
* Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
* Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
* Analyze information obtained from management in order to conceptualize and define operational problems.
* Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
* Building and updating comp sheets.
* Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
* Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
* Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
* Develop written product with modest direction from the senior level Research Analyst.
* Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
* Meets the special projects demands of the senior level Research Analysts.
* Uses all resources to determine and locate relevant data.
* Continues to build industry knowledge.
* Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
* Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
What You'll Bring
* Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
* Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
* Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
* Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
* Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
* Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
* Eagerness to learn and a positive attitude.
* Ability to work well within a group.
Education & Experience
* Minimum Required: Bachelor's degree
* Minimum Required: 3+ years of relevant industry experience and/or proven experience at the Associate I level
Licenses & Credentials
* Minimum Required: None
Systems & Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range
Salary: USD $110,000.00/Yr. - USD $150,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled.
About Stifel
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
* Aerospace & Defense
* Consumer & Retail
* Diversified Industrials
* Internet & Media
* Healthcare
* Real Estate
* Technology
* Transportation
* Business Services
* Energy & Power
* Materials
$110k-150k yearly Auto-Apply 8d ago
Executive Sales Consultant
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**Overview of Role**
Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports.
**Key Accountabilities**
+ Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry.
+ Utilizes knowledge of industry/clients to recommend updates to product offerings.
+ Sales completed with little to no supervision.
+ Maintains an established network of contacts.
+ Demonstrates strong ability to identify and cultivate sales from new and/or existing clients.
+ Completes complex sales.
+ Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer.
+ Typically has established base of accounts and stable revenue responsibility.
**Minimum Requirements**
+ Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience.
+ Active life and health license preferred or mustcomplete within 90 days of hire with company support required.
+ Must be able to model consultative sales skills to less experienced staff.
+ Capable of presenting to executive audience; appropriately assertive.
+ Knowledgeable in self-funded benefit plan designs for small - mid size businesses.
+ Demonstrated history of sales success
Brand: Trustmark
We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$106k-136k yearly est. 60d+ ago
Sr. Deposit Operations Specialist
SECU 4.2
SECU job in Linthicum, MD
Job Description
This person will be required to work onsite at our Linthicum, MD Headquarters for initial training and then a couple times per week.
Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member's financial well-being, and we'll always do what's right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference.
What you will do:
The Sr. Deposit Operations Specialist will work under the supervision of the Manager, General Processing, as part of the Deposit Operations Team. The primary goal is to deliver world class service to meet and exceed members' needs and expectations while surpassing service level agreements (SLAs). This advanced level position will perform job duties and functions related to testing, procedure review, coordinating workflows, projects, identifying process improvements while collaborating with other team members. In addition, this position will support the team with daily production functions as needed. These functions may include process account maintenance requests, deceased members' accounts, garnishments and levies, and IRA processing.
The Sr. Deposit Operations Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
Monitor daily workflow of assigned team to ensure all SLAs are met.
Responsible for multiple types of account functions and requests.
Supports and evaluates on-the-job training (OJT) and cross-training of new hires and existing employees.
Monitors Quality Assurance (QA) for transactions and provides effective coaching and constructive feedback to the team and across departmentally.
Assists with the development of training materials necessary for department functions as assigned.
Must secure and maintain confidential member information.
Additional Responsibilities may include:
Testing core system updates and new releases.
Assists with updating and maintaining Standard Operating Procedures (SOPs) and job aides for the department.
Additional job-related projects and duties as assigned by management.
What we need from you:
Core Competencies
Takes personal responsibility for decisions, actions, failures and overall deliverables
Utilizes oral and written communication to enhance relationships across the organization
Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
Relates comfortably with people across levels, functions, culture, and geography
Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others
Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment
Adjusts effectively to work within new work structures, processes, requirements, or cultures
Demonstrates an understanding of SECU's culture, core values, mission and strategic priorities as it relates to one's work and overall performance
Education Requirements
Bachelor's degree or equivalent experience required.
Experience Requirements
At least 5 years of customer service and banking or financial experience, preferred.
Business Acumen Requirements
Certified IRA Specialist, and/or National Check Professional Certification, preferred.
Expert knowledge of procedures and regulatory guidelines involving tax contributions.
Notary, preferred.
Proficiency in Microsoft Office (Excel, Word, Outlook).
High attention to detail and ability to multitask.
Strong analytical, organizational, and time management skills.
Strong communication skills, both verbal and written.
Ability to communicate empathetically with members in a confident and professional manner.
Ability to work collaboratively with a team and independently.
Physical Requirements
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
Compensation Information: Offers will be commensurate with experience and education.
• Budgeted Hourly Range: $24.62 - $32.02
Other Compensation Includes:
• Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
• Medical, vision, dental benefits
• 401k plan with company matching
• Generous sick, vacation and personal leave
• And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
$24.6-32 hourly 5d ago
Member Services Representative
SECU 4.2
SECU job in Annapolis, MD
You're the best at what you do. So are we. Imagine what we can achieve together!
We are looking for innovative and dynamic professionals with a passion for exceptional service to join our Retail Banking financial centers as a Member Service Representative.
What You ll Do.
The Member Services Representative (MSR) is the face and personal connection to our members in our Financial Centers. With a focus of making things easy, enjoyable and effective, the MSR brings a dynamic personality to ensure the delivery of exceptional member service through high levels of engaging communication, accuracy and efficiency while educating members on SECU products and services and making appropriate referrals. The MSR is the primary lobby leader/concierge in the Financial Center, actively coordinating the lobby traffic to include managing the appointment schedule and setting realistic wait-time expectations for walk-up members. MSRs also assist members through the Curbside channel, using this as an opportunity to promote SECU s alternative channels of delivery and modeling self-service behaviors. They also ensure effective referral-based conversations occur that will benefit the member and the overall performance of the Financial Center.
An MSR possesses a knowledge of and understanding of SECU (e.g. critical measures, strategy), home financial center/surrounding market footprint and the financial services industry in addition to an awareness of SECU Brand and the impact on our envisioned future. This individual also must have a thorough knowledge of SECU s products and services and the ability to take accountability for his/her behaviors and results while being a highly effective advisor to the member and team player within the financial center.
What We re Looking For.
College Degree Preferred
Experience Proven performance in relationship building, goal attainment in retail banking sector preferred
Communication, organization, teamwork, punctuality, critical thinking, social skills, creativity, interpersonal communication, adaptability, friendly personality
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Offers will be commensurate with experience and education.
Hourly Rate: Min. $18.56 Max. $27.88
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you re interested in a challenging and rewarding career then SECU is for you!
We can t wait to get to know you!
SECU is an Equal Opportunity Employer
$29k-32k yearly est. 5d ago
Regional Sales Director Arkansas and Tulsa
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for Arkansas and Tulsa.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$92.4k-133.4k yearly 12d ago
Case Underwriter II
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$61.4k-88.7k yearly 60d+ ago
Enterprise Risk Manager
SECU 4.2
SECU job in Linthicum, MD
Job Description
Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member's financial well-being, and we'll always do what's right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference. This person will need to reside within commuting distance to our Linthicum, MD headquarters.
What you will do:
The Enterprise Risk Manager supports Corporate Governance Leadership with the daily operation and administration of SECU risk programs/responsibilities. This position, through specialized knowledge and skill, provides support to the organization on all matters relating to operational risk.
Enterprise Risk Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
Responsible for daily operations and maintenance of SECU's Business Continuity, Disaster Recovery and Incident Response program. Coordinates and facilitates annual training, program reviews and ensures program documentation is accurate and up to date.
Oversees and conducts operational and enterprise risk assessments. Oversees annual review and updates of risk assessments. Supports program maturity.
Identifies, tracks, and monitors operational risks. Supports remediation efforts. Maintains Risk Tracker, reporting of KRI and KPIs, and tracking of top and emerging risks.
Maintains program awareness of high-risk vendors for risk evaluation and monitoring.
Develops comprehensive reporting and presentations for all program areas.
Coordinates annual training requirements for responsible program areas.
Supervises and develops assigned staff.
Serves as subject matter expert on organizational risk, manages ERM software.
Supports SECU projects and initiatives.
Fosters a culture of compliance and legal awareness organizationally; remains aware of risks facing SECU and the industry.
Supervisory Responsibilities:
Oversees daily activities of department functions
Supports the development and implementation of staff career paths and training/education
Conducts annual staff reviews
Develops and matures risk programs (BCP, IR, DR, ERM, etc.)
Additional Responsibilities may include:
Interact and support CUSO partners and credit union partners
Support the review of policies, procedures and programs.
Reviews report data for trends and advises management of potential areas of risk concern.
Support corporate insurance renewal process.
What we need from you:
Education Requirements
Bachelor's degree preferred
Certified Credit Union Enterprise Risk Professional (CUERP) required or must be obtained within the first year of employment.
Industry Certification in Business Continuity desired (CBCP or similar).
Experience Requirements
3-5 years' management experience required
8-10 years of demonstrated responsibility in Enterprise Risk Management, with a focus on operational risk identification, assessment and remediation.
3-5 years' Business Continuity Program (BCP) oversight.
Understanding of rules/regulations and enterprise risk awareness from prior roles.
Credit Union experience preferred but not require
Takes personal responsibility for decisions, actions, failures and overall deliverables
Utilizes oral and written communication to enhance relationships across the organization
Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
Relates comfortably with people across levels, functions, culture, and geography
Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others
Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment
Adjusts effectively to work within new work structures, processes, requirements, or cultures
Demonstrates an understanding of SECU's culture, core values, mission and strategic priorities as it relates to one's work and overall performance
Physical Requirements:
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $115,100 for this role.
Salary: Min. $88,500 - Max. $141,700
Other Compensation Includes:
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
$88.5k-141.7k yearly 15d ago
Relationship Banker
SECU 4.2
SECU job in Baltimore, MD
The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
What You ll Do.
As a Relationship Banker, you embrace SECU s brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter.
Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services.
Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU.
What We re Looking For.
Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
Demonstrated ability to goal attainment through strong familiarity of retail banking products and services.
What You ll Get.
Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.
Apply today and be part of our journey!
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II
Member Advisor I/Relationship Banker I
Hourly Pay Range: Min. $21.35 Max. $32.02
Member Advisor II/Relationship Banker II
Hourly Pay Range: Min. $24.62 Max. $39.42
Final offer will be based on years of experience and education
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more 2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you re interested in a challenging and rewarding career, then SECU is for you!
SECU is an Equal Opportunity Employer
$30k-34k yearly est. 7d ago
Credit Analyst (Business Service Analyst)
SECU 4.2
SECU job in Linthicum, MD
Job Description
Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.
Every employee at SECU contributes to our member's financial well-being, and we'll always do what's right for our members, employees, and communities.
Feel good about what you do. Belong to a place where you matter and can make a difference.
What you will do:
The Business Services Analyst will provide critical credit and analytical support to ensure high-quality underwriting for loan requests and annual reviews. The role involves identifying risks, suggesting mitigants, designing appropriate loan structures, and ensuring compliance with SECU policies, procedures, and regulatory requirements. The Analyst will gather information, analyze financial statements, and prepare loan write-ups and annual reviews. They will also compile reports and perform analytical tasks required for regulatory compliance, audits, and Board of Directors' reporting.
The Business Services Analyst adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
Prepare loan write-ups from beginning to final product, ensuring accuracy and completeness throughout the process.
Gather data from internal and external sources, including financial statements, tax returns, and other relevant documentation.
Spread and analyze financial information to evaluate the creditworthiness and financial stability of borrowers.
Prepare detailed loan write-ups that summarize financial analysis, risk assessments, and proposed loan structures.
Conduct annual reviews of existing loans, including gathering necessary data, analyzing financials, and updating loan write-ups accordingly.
Ensure all loan write-ups and reviews comply with SECU policies, procedures, and regulatory requirements.
Collaborate with internal teams to gather additional information or clarification as needed to complete loan write-ups and reviews.
Compile and present key findings from financial analyses in a clear, concise format for review by management and decision-makers.
Assist with the preparation of reports for regulatory compliance, audits, and Board of Directors' presentations.
Additional Responsibilities may include:
Duties may evolve over time in response to portfolio growth and changes within the department. As the transition to internal underwriting progresses, the individual will work under the direction of the Commercial Lending Manager to assist in the design of policies, procedures, and forms
What we need from you:
Education Requirements
Bachelor's Degree or equivalent experience required
Experience Requirements
Minimum of 3 years' experience in lending or financial services preferred
Relationship Management/Commercial loan analysis/SBA Lending experience preferred
Strong analytical skills to assess business loan needs, evaluate loan structures, and determine repayment capacity.
Solid understanding of business enterprises, underwriting concepts, accounting terms, business financials, tax returns, and lien requirements to present viable business loans.
Knowledge of SBA, CRE, and C&I products is a plus.
Strong interpersonal skills and the ability to interact effectively with employees at all levels are essential for success in this role
Physical Requirements
Must be able to remain in a stationary position, often standing or sitting for prolonged periods
Must be able to lift up to 25 pounds
Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $95,500 for this role.
Salary: Min. $73,800 - Max. $118,000
Other Compensation Includes:
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
$73.8k-118k yearly 9d ago
Security Engineer II
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information.
You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs.
**Responsibilities:**
+ Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data.
+ Conduct vulnerability assessments and penetration testing to identify and mitigate risks.
+ Develop and implement security policies, standards, and procedures.
+ Monitor security systems and respond to incidents promptly and effectively.
+ Stay up-to-date with the latest cybersecurity threats and trends.
+ Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business.
+ Provide technical guidance and support to internal stakeholders.
**Qualifications:**
+ Bachelor's degree in Computer Science, Information Technology, or a related field or
+ 3-5 Years of network engineering or cyber engineering experience
+ Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001).
+ Proficiency in network security, systems security, application security, and data security.
+ Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM).
+ Excellent problem-solving and analytical skills.
+ Strong communication and interpersonal skills.
+ Ability to work independently and as part of a team.
**Preferred Qualifications:**
+ Certifications such as CISSP, CISA, or CEH.
+ Experience with cloud security (e.g., AWS, Azure, GCP).
+ Knowledge of scripting and programming languages (e.g., Python, PowerShell).
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$84k-107k yearly est. 60d+ ago
Implementation Manager
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is seeking a dedicated **Implementation Manager** to join our team.
Orchestrates and oversees the entire implementation process for new cases and re-enrollments.
Key Accountabilities
+ Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion.
+ Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings.
+ Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners.
+ Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities.
Minimum Requirements
+ Minimum of three year's insurance industry knowledge and/or experience in operations or account management.
+ Four year degree or equivalent.
+ Ability to travel up to 40% within assigned territory.
+ Strong project management skills.
+ Presenting and training experience.
+ Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs.
+ Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$69,776.00 - $100,788.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 33d ago
EDI Specialist II
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements.
Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures.
**Minimum Requirements:**
Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$26.70 - $38.57 per hour
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$26.7-38.6 hourly 11d ago
Compliance Manager
SECU 4.2
SECU job in Linthicum, MD
Job DescriptionWho we are:At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.Every employee at SECU contributes to our member's financial well-being, and we'll always do what's right for our members, employees, and communities.Feel good about what you do. Belong to a place where you matter and can make a difference. This person will need to be within commuting distance to our Linthicum, MD headquarters.What you will do:The Compliance Manager supports Corporate Governance Leadership with the daily operation and administration of SECU compliance and risk programs/responsibilities. This position, through specialized knowledge and skill, provides support to the organization on all matters relating to compliance and operational risk.The Compliance Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.A day in your life might include:• Responsible for managing daily aspects of the Regulatory Compliance Management Program• Supervises and develops Compliance staff• Advises management and credit union personnel of emerging compliance issues (federal and state) that affect SECU MD. Provides insights and guidance on regulatory impacts and advises/recommends controls to mitigate risks• Supports timely and accurate regulatory reporting and implementation of regulatory changes• Serves as SECU point of contact for all compliance inquires; provides guidance and research as needed• Ensures Fair Lending analysis and reports, Compliance Reviews and inquiries, are completed within designated timelines• Supports SECU projects and initiatives• Supports and coordinates audit/exam requests; supports audit/exam remediation efforts as needed• Reviews and provides comment for notice of proposed rulemaking, advocating for SECU's interests Supervisory Responsibilities • Oversees daily activities of Compliance department functions• Supports the development and implementation of staff career paths and training/education• Conducts annual staff reviews• Develops and matures compliance programs (Compliance, Fair Lending, etc.) Additional Responsibilities may include:• Supports complaint management and policy review processes• Assists with Risk Assessments and Business Continuity program• Interacts and supports CUSO and credit union partners• Prepares and presents training (Board, Committee, Staff, etc.)• Serves on Joint Compliance Committee (JCC) and Capital Area Compliance Roundtable (CACR) to represent SECUWhat we need from you:Education Requirements• Bachelor's degree or equivalent• Certified Credit Union Compliance Officer (CUCO) Certification or Certified Regulatory Compliance (CRCM) Certification required or must be obtained within the first year of employment Experience Requirements• 8-10 years of compliance experience required• 3-5 years of management experience required• Credit Union experience preferred but not required• Takes personal responsibility for decisions, actions, failures and overall deliverables• Utilizes oral and written communication to enhance relationships across the organization• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner• Relates comfortably with people across levels, functions, culture, and geography• Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others• Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment• Adjusts effectively to work within new work structures, processes, requirements, or cultures• Demonstrates an understanding of SECU's culture, core values, mission and strategic priorities as it relates to one's work and overall performance Physical Requirements:• Must be able to remain in a stationary position, often standing or sitting for prolonged periods• Must be able to lift up to 25 pounds
Compensation Information: Offers will be commensurate with experience and education. Please Note: We typically hire at or below mid-point, which is $115,100 for this role.
Salary: Min. $88,500 - Max. $141,700
Other Compensation Includes:
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025SECUBenefitsGuide.pdf
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
$88.5k-141.7k yearly 15d ago
Assistant Financial Center Manager
SECU 4.2
SECU job in Columbia, MD
You're the best at what you do. So are we. Imagine what we can achieve together!
We are looking for innovative and dynamic professionals with a passion for exceptional service to join our Retail Banking team as an Assistant Financial Center Manager.
What You ll Do.
As the "face" and "personal connection" to the members we serve, you must be dynamic with a passion for and commitment to exceptional service and exceeding expectations - every member, every time. So, if you're upbeat, welcoming and engaging, embrace innovation and technology, and possess a proven track record of exceptional customer service, we invite you to join our team.
To help SECU become known, valued and utilized, your responsibilities will include but are not limited to:
Performance Management:
Lead and direct all daily financial center activity (member interactions, activity management, coach conversations around lending, SFP, small business, mortgages, deposits as well as other lines of business).
Use situational leadership to bring targeted development support to team member growth and partner engagement .
Pull monthly reports and analyze data with Financial Center Manager.
Financial Center Operations and Compliance:
Ensures compliance with policies and procedures.
Ensures compliance through daily observation and monthly audits.
Balance the Financial Center
Compliance with all Bank Secrecy Act rules and conditions.
Serve as subject matter expert with all branch transactions, policies and processes.
Open and close the Center.
Member Experience:
Identifies and resolves member problems to ensure member retention.
Resolves interdepartmental and branch issues in collaboration with Financial Center Manager.
Ensures adherence to sales and service behaviors.
Active participation in lobby management efforts.
Adherence to Credit Union service level agreements.
Performance Results:
Educate members to refer (cross-sell) SECU products and services.
Coach all center employees to success to ensure referral and branch sales goals are met.
Participate in commercial/business development efforts.
Talent Acquisition:
Participate in all branch recruitment efforts to include sourcing, screening resumes, interviewing and selection.
What We re Looking For.
Education - Associates or Bachelors degree or equivalent experience in branch management.
2+ years of successful career track in branch management.
Experience with managing transitions/change of either operating systems or organization culture.
Strong background in branch operations to include new accounts, loan origination, transaction processing and ATMs.
Sales Management experience selling business directly to consumers and small businesses.
Annual performance reviews, coaching, motivating.
Must be able to work independently and at the same time foster teamwork.
Demonstrate ability to manage multiple projects simultaneously.
Able to develop action plans and accomplish goals.
Strong computer skills including Word, Excel & PowerPoint.
Excellent written and verbal communication skills.
Superb member and customer service.
Attention to detail is essential.
Strong decision making and problem solving skills.
Experience preparing yearly budgets is helpful.
Solid work ethic, integrity and extremely self-motivated.
Solid analytical and critical thinking skills.
Strong collaboration and negotiation skills.
Demonstrate ability to develop, recommend and implement new ideas.
Demonstrate high level of initiative and creativity.
Strong desire to work as part of a total team effort.
Monitoring sales team productivity, safety and morale
Recruiting, hiring, training, coaching and motivating staff.
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Offers will be commensurate with experience and education.
Salary: Min. $61,500 Max. $98,300
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more..2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you re interested in a challenging and rewarding career then SECU is for you!
We can t wait to get to know you!
SECU is an Equal Opportunity Employer
$35k-42k yearly est. 60d+ ago
Member Services Representative
SECU 4.2
SECU job in Silver Spring, MD
You're the best at what you do. So are we. Imagine what we can achieve together!
We are looking for innovative and dynamic professionals with a passion for exceptional service to join our Retail Banking financial centers as a Member Service Representative.
What You ll Do.
The Member Services Representative (MSR) is the face and personal connection to our members in our Financial Centers. With a focus of making things easy, enjoyable and effective, the MSR brings a dynamic personality to ensure the delivery of exceptional member service through high levels of engaging communication, accuracy and efficiency while educating members on SECU products and services and making appropriate referrals. The MSR is the primary lobby leader/concierge in the Financial Center, actively coordinating the lobby traffic to include managing the appointment schedule and setting realistic wait-time expectations for walk-up members. MSRs also assist members through the Curbside channel, using this as an opportunity to promote SECU s alternative channels of delivery and modeling self-service behaviors. They also ensure effective referral-based conversations occur that will benefit the member and the overall performance of the Financial Center.
An MSR possesses a knowledge of and understanding of SECU (e.g. critical measures, strategy), home financial center/surrounding market footprint and the financial services industry in addition to an awareness of SECU Brand and the impact on our envisioned future. This individual also must have a thorough knowledge of SECU s products and services and the ability to take accountability for his/her behaviors and results while being a highly effective advisor to the member and team player within the financial center.
What We re Looking For.
College Degree Preferred
Experience Proven performance in relationship building, goal attainment in retail banking sector preferred
Communication, organization, teamwork, punctuality, critical thinking, social skills, creativity, interpersonal communication, adaptability, friendly personality
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Offers will be commensurate with experience and education.
Hourly Rate: Min. $18.56 Max. $27.88
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more...2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you re interested in a challenging and rewarding career then SECU is for you!
We can t wait to get to know you!
SECU is an Equal Opportunity Employer
$29k-32k yearly est. 53d ago
Relationship Banker
SECU 4.2
SECU job in Columbia, MD
The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
What You ll Do.
As a Relationship Banker, you embrace SECU s brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter.
Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services.
Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU.
What We re Looking For.
Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
Demonstrated ability to goal attainment through strong familiarity of retail banking products and services.
What You ll Get.
Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.
Apply today and be part of our journey!
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II
Member Advisor I/Relationship Banker I
Hourly Pay Range: Min. $21.35 Max. $32.02
Member Advisor II/Relationship Banker II
Hourly Pay Range: Min. $24.62 Max. $39.42
Final offer will be based on years of experience and education
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And more 2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you re interested in a challenging and rewarding career, then SECU is for you!
SECU is an Equal Opportunity Employer
$30k-34k yearly est. 60d+ ago
Regional Sales Director LA
Trustmark 4.6
Annapolis, MD job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for the LA area.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.