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Texoma Community Credit Union jobs in Denison, TX - 14167 jobs

  • Child/Adolescent Mental Health Case Manager

    Texoma Community Center 3.6company rating

    Texoma Community Center job in Sherman, TX

    PURPOSE Strengthening Resiliency and Supporting Recovery VISION Promote and enhance access to intellectual, developmental, and behavioral health services that improve the lives of those in our community. VALUE We pledge to deliver quality services through partnerships with individuals, families, and community stakeholders. Texoma Community Center strives to develop and equip all staff with Trauma-Informed Care knowledge and competency-based skills. Trauma-Informed Care means treating the person as a whole, taking into account past trauma and the resulting coping mechanisms when attempting to understand behaviors. Our goal is to provide effective treatment as well as improving the quality and impact of care. Join a team of dedicated service providers who seek to promote the accessibility of services that improve quality of life and support self-determination for persons with mental and developmental disorders. Texoma Community Center (TCC) is one of 39 Texas Community Centers, which are governmental entities as defined by Title 7 of the Texas Health and Safety Code. Position Summary: Provides case management services and rehabilitation skills training as outlined in the Texas Administration Code and current state guidelines for children and adolescents with emotional disturbance and/or mental illness. Services include advocacy, crisis services, individual and group skills training and other tasks as assigned by program managers in accordance with the philosophy, goals and objectives of Texoma Community Center. Operates under trauma-informed and recovery-oriented models of care which align with CCBHC standards. Qualifications: Education and/or Experience: Bachelor's degree in Social Work, Sociology, Psychology, Education, Criminal Justice, or Counseling Must qualify for QMHP-CS Two (2) years' Human Services experience preferred Experience working with individuals with mental illness and/ or addiction issues desirable Certificates, Licensure, Registrations: Current driver's license and a vehicle for use at work Knowledge, Skills and Abilities: Ability to speak a second language relevant to population served preferred Must be self-motivated, organized and detail oriented Knowledge of Microsoft Office Suite Consistently practices Trauma-informed Model of Care, understands and considers the pervasive nature of trauma. The knowledge of cultural differences and ability to work with individuals from different cultural backgrounds. Ability to speak a second language relevant to population served preferred G eneral Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the general knowledge, skill, and/or ability required: Ability to add, subtract, multiply, and divide Ability to handle money/make change Ability to generate, read, interpret, and take action as it relates to basic financial statements, national and state regulations, operational and maintenance and organizational policy / procedures Ability to effectively communicate Ability to work cooperatively and communicate effectively to maintain good working relationships Ability to work with skill in identifying problems Security/Access: Will have access to confidential information abiding by the organization's privacy policies and regulations concerning this information Equipment, Tools, Materials: Standard office equipment First Aid/Spill Kits Benefits The benefits offered to TCC employees are competitive, comprehensive, and demonstrate the company's commitment to the well-being of its employees. Benefits include: Medical, Dental, and Vision insurance offered Employer paid Life Insurance & Short-Term Disability Additional Opt-in benefits Wellness Credit Designated Paid Holidays Paid Time Off (PTO) Extended Illness Leave Retirement Plan Payroll Direct Deposit Flexible Spending Account (FSA) Designated Paid Holidays Supports Federal Student Loan Forgiveness Program
    $29k-38k yearly est. Auto-Apply 54d ago
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  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX job

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 3d ago
  • Digitalization Expert: Enterprise Automation & Data

    Caterpillar Financial Services Corporation 4.5company rating

    Irving, TX job

    A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company. #J-18808-Ljbffr
    $126k-190k yearly est. 4d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Dallas, TX job

    A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr
    $96k-127k yearly est. 2d ago
  • Senior Information Technology Auditor

    SNI Financial 4.2company rating

    Dallas, TX job

    SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position! This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial. This position will include a structured path for growth, excellent benefits, and a competitive compensation package. In order to be considered for this opportunity, you must have the following: 3+ years' experience within IT audit or risk assessment Having an active, or near completed CISA, CIA, or CISM certification Previous experience working within a national and public firm Strong communication and collaboration skills If you meet the requirements above and are looking to learn more, please apply with an updated resume.
    $85k-114k yearly est. 1d ago
  • Field Technical Account Manager - Western USA

    Ajax Systems Inc. 3.6company rating

    Portland, TX job

    A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities. #J-18808-Ljbffr
    $76k-108k yearly est. 4d ago
  • US Deputy CISO - Technology Risk & Cyber Security Leader

    Scotiabank 4.9company rating

    Dallas, TX job

    A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations. #J-18808-Ljbffr
    $99k-120k yearly est. 3d ago
  • Research Scientist Formulation

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global ophthalmic manufacturing client in Fort Worth, TX. No Third-Party, No Corp to Corp, No Sponsorship Now or Future Title: Research Scientist I (Topical Ophthalmic Formulations) Location: Fort Worth, TX Onsite (Mon-Fri, 40 hours) Contract Duration: 6-9 months, with likely extension Pay Rate: $36.23 per hour (w2) Please Note: Must have Topical Ophthalmic Formulation, Emulsion and New Solution, Stability experience Job Description : The candidate will join the group focusing on the development of topical ophthalmic formulations and help solve manufacturing and stability challenges in new solution and emulsion formulations, evaluate the properties of new formulations and materials, characterize new manufacturing processes. The candidate is expected to Have ability to carry out experiments under the limited supervision, following GxP guidelines. Capable of taking initiative, self-driven, capable of focusing on objectives, and strong ability for prioritization. Detail oriented and hand-on is a must. Contribute to DOE development in collaboration with supervising scientists Analyze, summarize, and present the data. Have in depth experience in polymer chemistry, surface chemistry, colloid chemistry, or similar, with strong formulation and characterization skills. generate, review and approve documents such as batch records, study protocols, reports, and standard operational procedures Have strong ability to work independently with little direction and tight timeline; Minimum requirements: BS degree in chemistry, polymer science, surface science, colloid chemistry, or similar. Chemical lab experience. Ability to work following SOPs and instructions. Desired: MS or PhD degree with experience in polymer science, surface science, colloid chemistry, or similar. Experience working with polymer solutions and / or with emulsions, familiarity with rheology, microscopy, and particle size characterization methods. Experience developing ophthalmic products Understanding of formulations development principles. Experience working in regulated industry such as pharmaceutical or medical devices. Strong oral and written communication skills, excellent presentation skills Experience in GxP
    $36.2 hourly 14h ago
  • Director, U.S. Deputy CISO

    Scotiabank 4.9company rating

    Dallas, TX job

    Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr
    $105k-131k yearly est. 3d ago
  • Service Dispatcher Coordinator

    Malin 3.1company rating

    Addison, TX job

    Malin is a leading provider of forklift repair and maintenance services. We are dedicated to ensuring our customers' equipment operates efficiently and safely. We are seeking a highly organized and proactive Field Service Coordinator to join our team and organize field service operations. Job Summary:The Field Service Coordinator will be responsible for scheduling and dispatching technicians to various job sites to perform maintenance and repairs on forklifts. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks simultaneously. Key Responsibilities: Schedule and dispatch technicians to job sites based on priority and availability. Communicate with customers to confirm service appointments and provide updates on technician arrival times. Monitor technician progress and provide support as needed to ensure timely completion of work. Maintain accurate records of service calls, technician assignments, and job status. Coordinate with the parts department to ensure technicians have the necessary parts and tools for each job. Handle emergency service requests and adjust schedules as needed to accommodate urgent repairs. Use GPS technology to locate and track technicians in the field. Provide excellent customer service by addressing customer inquiries and resolving issues promptly. Collaborate with the service manager to optimize technician routes and improve efficiency. Qualifications: High school diploma or equivalent; additional education or training in logistics or a related field is a plus. Previous experience in dispatching or coordinating field service operations, preferably in the forklift or heavy equipment industry. Strong organizational and multitasking skills. Excellent communication and interpersonal skills. Proficiency in using dispatch software and other computer applications. Ability to work under pressure and handle emergency situations effectively. Knowledge of forklift repair and maintenance is an advantage. Benefits: Competitive hourly rate Health, dental, and vision insurance after 30 days Paid time off after 90 days Paid holidays Eligible to participate in 401k on day 1 Opportunities for professional development and advancement
    $25k-30k yearly est. 2d ago
  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 14h ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr
    $54k-88k yearly est. 3d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 3d ago
  • Director, Commodities Operations & Sourcing Strategy

    Price Waterhouse Coopers 4.5company rating

    Houston, TX job

    A global consulting firm is seeking an experienced professional to optimize operational efficiency in sourcing and procurement processes. The ideal candidate will have extensive consulting experience, a Bachelor's degree, and strong knowledge in energy/commodities trading and risk management. This role involves mentoring teams, managing client engagements, and creating operational strategies. A salary range of $155,000 - $410,000 with additional benefits is offered. #J-18808-Ljbffr
    $91k-118k yearly est. 6d ago
  • Global Software Engineering Manager

    Caterpillar Financial Services Corporation 4.5company rating

    Irving, TX job

    A leading global construction equipment manufacturer is seeking a Software Engineering Manager to lead agile software development teams. In this role, you will guide teams to design and deploy cutting-edge applications while fostering a culture of innovation. Candidates should have a Bachelor's degree in Computer Science and strong leadership skills in software development. Join a Fortune 100 leader advancing sustainability and technology. #J-18808-Ljbffr
    $99k-131k yearly est. 4d ago
  • Member Associate

    Navy Federal Credit Union 4.7company rating

    North Richland Hills, TX job

    To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. Responsibilities Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist in training and onboarding n Qualifications Self-motivated, results driven, team player with strong ability to collaborate with others Experience in an administrative support capacity, preferably in customer service or financial services Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Familiarity with investment products, services, processes, requirements, and systems Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced customer service and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal and external members/customers Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact Ability to interpret and explain regulations, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective verbal and written communication skills Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Working knowledge of Navy Federal/NFIS products and services Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $47k-83k yearly est. 1d ago
  • Management Consulting - Tech Advisory Solutions Principal

    Rsm Us LLP 4.4company rating

    Dallas, TX job

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr
    $59k-94k yearly est. 2d ago
  • Customer Onboarding Manager

    Levelfield Bank 3.7company rating

    Houston, TX job

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $80k-130k yearly 3d ago
  • Teller

    City Bank 4.4company rating

    Lubbock, TX job

    The position of Front Line Teller is responsible for performing a variety of lobby and drive thru service transactions for customers in a professional, timely and efficient manner and according to established bank policies and procedures. Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions. Prepares teller window to be organized and ready to serve customers by regularly scheduled opening times. Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window. Attention to detail and excellent communication skills are required. Is knowledgeable in bank products and services and actively recognizes the needs of our customers in providing them. Maintains adequate teller supplies in an organized manner. Accepts checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Cashes checks and pays money from savings and checking accounts upon verification of signatures and customer account balances. Inspects all negotiable items to determine their negotiability. Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected. Cashes checks for non-bank customers upon verification of identification and appropriate approval, as required. Assist in working night depository bags/envelopes, dropped bags as well as handling bank-by-mail deposits. Issues cashier's checks to customers. Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily. Maintains MC/EMV supplies. Redeems E/EE/I savings bonds for customers only. Accepts stop payments on ACH items and checks and applies them according to procedure. Accepts and exchanges foreign currency by working through a corresponding bank. Completes Monetary Instrument Log information through the Teller system for the purchase of a monetary instrument (cashier's check) with cash starting at $3,000. Completes Currency Transaction information through the Teller system for cash transactions over at $5,000 or over $10,000. Prepares wire transfer requests according to procedure. Balances teller window daily along with each day and will provide a signed teller tape to their supervisor to confirm daily balancing. Performs opening and closing responsibilities when assigned. Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses. Responds to customer account inquiries in a friendly professional manner. Provides customer with copies of statements. Verifies incoming cash shipments under dual control if requested. Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies (may not apply to all locations). Admits customers identified by signature comparison to the safe deposit vault area. Permits customers access to their individual boxes with the use of the guard key and the customer's key, secures safe deposit box access doors and escorts customers out of the vault area (may not apply to all locations). Answers phones and e-mails in a friendly and professional manner. Reviews items scanned into Teller Capture for accuracy. Knows, understands and can locate all policies and procedures relative to teller operations and customer service functions. Equal Opportunity Employer/Veterans/Disabled
    $29k-32k yearly est. 4d ago
  • Mortgage Loan Officer I

    Navy Federal Credit Union 4.7company rating

    Dallas, TX job

    To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence. Responsibilities Analyze referred loans for areas of concern and determine proper course of action (e.g., obtain explanations for derogatory credit) Determine and advise members on approved loan conditions and documentation requirements Ensure progress and inclusion of required mortgage processing information (e.g., verifications of employment, assets, income and liabilities, appraisal reports, Navy Federal and investor requirements, etc.) Maintain contact with the member, Realtor and/or seller during the entire loan process Monitor mortgage loan process and ensure compliance with Federal laws, as well as Navy Federal, NCUA and secondary market practices, guidelines, and regulations Remain available to members and/or their real estate agents during scheduled evening hours after assigned workdays and during scheduled hours on assigned days off (e.g., weekends) Request and obtain documentation needed and forward to Mortgage Processor Respond to inquiries about mortgage applications, processing status, problems, and concerns Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events Take first mortgage loan applications via face-to-face interview, mail, and telephone Resolve or arrange for resolution of operational/processing issues, inquiries, and complaints Respond to inquiries and resolve any issues concerning the processing of applications Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required Perform other duties as assigned Qualifications Ability to work effectively and efficiently with automated systems Familiarity with accounting, credit, and/or lending principles and techniques Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution Exposure to lending application and approval process Familiarity with mortgage lending concepts and principles Familiarity with banking/financial industry standards and practices Effective database and presentation software skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill speaking and/or presenting in front of groups in a professional setting Effective word processing and spreadsheet software skills Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks Desired Qualifications: Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs Hours: Available Monday - Friday, 8:00AM - 4:30PM or 8:30AM - 5:00PM Location: Must reside within reasonable commuting distance to 3300 Olympus Blvd, 5th Floor, Coppell, TX 75019 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $46k-61k yearly est. 2d ago

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