ITM Agent (Virtual Teller) - Part Time
Tampa, FL Jobs
As an ITM Agent you will perform duties in a call center environment by providing professional customer support assistance to members and potential members via interactive teller services. Support a Sales and Service environment in conjunction with the Credit Unions values and goals. Provide value by offering solutions and referrals. Perform a variety of interactive teller services that contributes to an efficient operation and growth of TBFCU business goals. An ITM Agent provides quality customer service and support to members, and ensure confidentiality and privacy of member data to compliance standards. Compliance (procedures, policies, regulations, loss prevention).
ITM Agent Job Responsibilities:
Process a variety of interactive teller transactions that include, but are not limited to payments, withdrawals, deposits, transfers, account inquiries and account maintenance
Refers products and services to members in a helpful, professional manner in an effort to deepen member relationships and achieve their financial goals
Applies thorough knowledge of computer operations/ITM operations when processing transactions (on and offline) with speed, accuracy and attention to detail
Ensure member and customer satisfaction by trying to meet or exceed expectations
Deliver an exceptional customer service experience and develop quality member relationships
Exercise some independent judgement
ITM Agent Experience:
Six months to two years of similar or related experience in customer service, including time spent in preparatory positions
Bilingual (English/Spanish) preferred
ITM Agent Education:
High School education or GED required
Part Time Work Schedule:
Tuesday, Thursday, Friday and Saturday
PIcaca902b528a-26***********5
Contact Center Agent - Part Time
Tampa, FL Jobs
As a part time Contact Center Agent, you will perform duties in a call center environment by providing professional customer support to our members and potential members via incoming/outgoing calls, fax, email, and written correspondence. Support a sales and service environment in conjunction with the Credit Unions values and goals. Perform a variety of Call Center customer support tasks that contributes to an efficient operation and growth of TBFCU business goals. A Contact Center Agent provides quality customer service & support to members and assures confidentiality and privacy of member data.
Contact Center Agent Job Responsibilities:
Handles a high volume of inbound and outbound calls
Assist members with a variety of transactions by telephone, fax, email and text that include, but are not limited to processing loan payments, transfers, access to online banking, research and account maintenance
Refers product and service information to members in helpful, professional manner in an effort to deepen member relationships and achieving their financial goals
Have in-depth knowledge and understanding of products and services provided by the Credit Union and affiliates to ensure accurate information is being provided to members
Ensure member and customer satisfaction by being patient and offering a pleasant interaction at all times, while trying to meet or exceed expectations
Maintains awareness of calls waiting
Exercise some independent judgment
Contact Center Agent Experience:
Six months to two years of similar or related experience in customer service, including time spent in preparatory positions
Call center experience preferred
Customer service experience preferred
Bilingual preferred (English/Spanish)
Contact Center Agent Education:
High School education or GED required
Some college preferred
PI0ae01af16829-26***********8
Part-Time Service and Operations Associate
Portland, OR Jobs
Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for current college students located near our Fisher campus in Camas, Washington. In this role, you will receive ongoing professional development such as goal setting and personal brand building as well as career development support via job shadowing, interview coaching and more! As a Part-time Service and Operations Associate, you will have the opportunity to network with employees across departments while also attending various events and leadership panels. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients
Work to schedule conversations between our clients and members of the firm
Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts
Update a variety of internal resources while getting the opportunity to experiment with large data sets
Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
Gain exposure to upper management and work in an environment that values collaboration
Your Qualifications:
Enrolled college student pursuing a Bachelor's or Associates degree
Commute to the Camas, WA office
Cumulative GPA of 3.0+
Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
$20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Medical Case Manager I - RN - Case Management
Naples, FL Jobs
Medical Case Manager I - RN
CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Fort Myers/Naples, FL. Work from home, and on the road. Full Time or Part Time As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families. Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others. This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Provides Medical Case Management to individuals through in person and telephonic communications with the patient, physician, other health care providers, employer and others. * Utilizes their medical and nursing knowledge to discuss the current treatment plan with the physician and discuss alternate treatment plans. * Evaluates patient's treatment plan for appropriateness, medical necessity, and cost effectiveness. * Provides assessment, planning, implementation and evaluation of patient's progress. * Attends doctors, other providers, home and in some cases, attorney's visits. * Attends hospital and/or long-term facility discharge planning conferences, et cetera for the purpose of determining appropriateness of care and developing an effective long-term care strategy. Initial home visit for initial evaluation. * Implements care such as negotiation the delivery of durable medical equipment and nursing services. * This role requires regular travel, dependent on the injured worker's injuries and needs. The employee must be available for local travel up to approximately 60% of the work week/month * This role may require overnight travel. KNOWLEDGE & SKILLS: * Effective communication and multi-tasking skills in a high-volume, fast-paced, team-oriented environment. * Experience as a RN, Medical Case Manager is ideal, or a clinical background in orthopedics, neurology, or rehabilitation is preferred. * Ability to meet with the patient, their physicians, other healthcare providers, attorneys, and advisors/clients and coworkers. * A cost containment background, such as utilization review or managed care is helpful. * Strong interpersonal, time management and organizational skills. * Computer proficiency and technical aptitude with the ability to utilize MS Office including Excel spreadsheets. * Ability to work both independently and within a team environment. EDUCATION & EXPERIENCE: * Graduate of accredited school of nursing. * Current RN Licensure in state of operation. * Certification as a CCM, CIRS, or other Case Management certifications are preferred. * A valid driver's license, reliable transportation, and ability to travel to assigned locations is required. PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $60,846 - $90,940 A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. About CorVel - Medical Case Managers CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. In addition, Medical Case Managers are eligible for bonus and will be provided state-of-the-art technological devices to ensure ready access to CorVel's proprietary Case Management application, enabling staff to retrieve documents on the go and log activities as they occur. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Hybrid
Part-Time Sales Associate
Portland, OR Jobs
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for current college students located near our Fisher campus in Camas, Washington, looking to gain real-world experience in sales. You will report to your Sales Manager who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
Process lead requests within our CRM database for top level sales people and work with multiple departments across the firm
Reach out to potential clients and prepare for success as a full-time uncapped commission sales representative upon graduation
Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
Gain exposure to upper management and work in an environment that values collaboration
Access to our sales and financial training classes, sales teams and top level sales people
Your Qualifications:
Enrolled college student pursuing a Bachelor's or Associates degree
No prior sales experience required
Commute to the Camas, WA office
Cumulative GPA of 3.0+
Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
$20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Licensed Mental Health Counselor
Daytona Beach, FL Jobs
The ITM Group is a for-profit provider of behavioral health services based out of North Central Florida. We have more than thirty years of providing specialized treatment for court-ordered individuals in the community, as well as, at locked facilities, and overlay programs. The program is currently looking to hire qualified full or part-time clinicians in Daytona Beach, Florida. We presently offer treatment for adults with sexual behavior problems and mental health in more than 15 separate locations and are seeking experienced Florida licensed therapists to fill vacancies.
Position Description:
The primary responsibilities will include providing group counseling, individual sessions, and various forensic assessments for assigned clientele. The position will also be responsible for treatment plan development, consultation with referring agencies, and the timely submission of required reports (assessments, monthly progress reports, terminations, etc.)
All clinical staff members are expected to attend semi-annual staff meetings and participate in routine monitoring opportunities, including ongoing clinical oversight.
Minimum qualifications:
2 years of relevant experience with either juvenile or adult sex offender population
Master's Degree or higher in Behavioral Health field
Florida Department of Health License will be required, but license eligible applicants can be considered pending anticipated licensing in Florida
Be a clinical member of ATSA or meet the requirements for a clinical associate member to treat adults with sexual behavior problems.
Excellent verbal and written skills
Ability to work independently or in a group setting (team player)
Strong work ethic and organizational skills
Commitment to performing quality services as a clinician and as requested in the community (trainings)
Flexibility with work hours - generally between 10:00 a.m. and 8:30 p.m.
The ITM Group has typically provided services under 1099 subcontractor agreements, but has several options for employee positions for some locations dependent upon the opportunity/desire for involvement by the individual. The employee status has provisions for health care assistance, paid vacation, and holidays.
For serious consideration:
Please submit a cover letter and resume explaining your qualifications and experience to the individual listed below. Additionally, if you would include your salary requirements, date of possible availability, and at least two letters of reference.
Send information to Brandi Smith - *********************
Mortgage Loan Officer
San Jose, CA Jobs
Our Mortgage Loan Officer will be knowledgeable of the market, market trends, and the latest mortgage products. He or she will work closely with our team to help clients achieve their financial goals and make one-on-one connections to build relationships with clients. As a Mortgage Loan Officer, you will be responsible for assisting clients in securing mortgage loans and navigating the mortgage lending process. Your day-to-day tasks will include following up with clients and referral partners, completing loan applications and structuring loans, providing exceptional customer service, and ensuring compliance with lending regulations. There is no base pay for this role and compensation is based on commission. NMLS license required.
You can learn more about us here: *****************************************************
Perks and Benefits:
Robust, user-friendly technology platform completely free (CRM, LOS, Pricing Engine, Rate Alerts, and so much more)
Free G-Suite and Internal Chat Support
Free MChat (Chat GPT for Loan Officers and Real Estate Agents)
Live Zoom support for Loan Officers for underwriting, loan structure, and scenarios
Free marketing support & weekly marketing materials with your contact information
No junk fees, tech fees, or production quotas
100% commission minus a flat fee of $595 and $500 for processing
Extremely competitive pricing
Licensed in 48 states
Company culture you can feel good about. Leadership who listens and makes positive changes quickly
1099 or W2 options depending on your state - Full or part-time
Commissions up to 250 bps - you choose your pricing
Training and mentorship are available
This will be a REMOTE position. Commission pay only.
Expected hours: 10 - 60 per week
License/Certification:
MLO License (Required)
Work Location: Remote
Requirements:
Active mortgage loan originator (MLO) license in the state(s) you operate.
Any level of experience is welcome
Strong analytical and critical thinking skills
Excellent attention to detail and time management skills
Strong written and verbal communication skills
Ability to work remotely and independently while maintaining a high level of productivity and accountability.
Responsibilities:
Discover prospective borrowers for loans.
Evaluate credit histories and develop credit profiles for prospective borrowers.
Explain mortgage terms, costs and risks to prospective borrowers.
Estimate the value of homes being purchased using appraisal methods.
Identify and manage borrower mortgage loan application risks.
Salary: $50,000.00 - $150,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Schedule:
Choose your own hours
Supplemental pay types:
Bonus opportunities
Commission pay
Experience:
NMLS ID (Must)
Sales: 1 year (Preferred)
Application Question(s):
This is a commission-only job. Are you okay with that?
Work Location: Remote (must be licensed in 48 states that Loan Factory sponsors)
Office Assistant
Santa Ana, CA Jobs
Office Assistant / Errand Runner Job Description
Job Brief:
An Office Assistant/ Errand Runner is responsible for performing a range of clerical and administrative tasks to support daily operations in an office setting. An Office Assistant is responsible for keeping the office supplied and organized, and assisting managers with their daily tasks, as assigned. To fulfill these duties, this assistant will need to frequently run errands. The ideal candidate will be hard-working, professional, able to undertake a variety of office support tasks, and work diligently under pressure. Training for office tasks will be provided. Currently looking for an employee with daytime and some weekend availability.
Responsibilities:
Running Errands, such as bank deposits, shopping - ranging from groceries to electronic supplies -, picking up and dropping off documents and supplies for company executives. May occasionally drive executives to airports or meetings.
General office duties, such as answering and managing phone calls, copying, scanning, and filing.
Opening and closing procedures for the office, such as filling paper in the printer and fax machines, minor cleaning, refilling supplies for office staff (i.e. staplers, pens, highlighters), watering plants, putting away dishes, etc.
Internet research for purchasing office supplies.
Monitor level of supplies and handle shortages.
Perform receptionist duties when needed.
Maintaining confidentiality in all aspects of company information.
Other duties as required.
Requirements and skills
Good work ethic
Valid driver's license
Working knowledge of office equipment
Excellent organizational and time management skills
The abilities to anticipate needs, to be resourceful, and to be responsive are important
Dependable, dedicated, resourceful
Ability to work independently
Familiarity with office gadgets and applications (e.g. Windows, MS Office, scanners, copy machines, etc. . . .)
Education:
Currently attending a college/university
Job Types: Part-time
Salary: $17.00 - $17.50 per hour
Benefits:
Health insurance
Paid time off
Professional development assistance
Schedule:
4 hour shift
8 hour shift
Weekend availability
Ability to commute:
Santa Ana, CA 92707
Marketing Director
Los Angeles, CA Jobs
This is Not a salaried job. It is 100% commission - so there are no limits, no minimums, no caps. Looking for individuals who are driven, hard-working, and dedicated to their families, goals, and dreams. If this describes you, please send a message. having Life and Health license is preferable but not necessary
full-time or part-time, but not some-time
excellent trainings - both live and on-demand
ability to speak 2+ languages is a great advantage
all the work and communications are 100% remote
you need minimal computer skills, a computer, and a phone
good people, leadership, and team collaboration skills are a big plus
must be 18 and above
We have a diverse, all-inclusive, and positive environment which encourages everyone to be their best.
We are in all states of the United States, as well as in Canada, Mexico and expanding.
Healthcare, P & C Agencies, and accounting offices are welcome for collaboration.
Employment Type: Contract / REMOTE
Financial Planner
Topeka, KS Jobs
Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
If you'd be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you.
********************************************************************* - Monday Session
********************************************************************* -
Thursday Session
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
relationships with clients (both existing and prospective)
client information and using that information to build robust financial plans
clients prepare for their retirement
and reviewing investment portfolio recommendations
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
a self-starter.
an entrepreneurial mindset.
a customer service champion.
an engaging and compelling communicator and negotiator.
a problem solver.
a Life-long student seeking continued education and professional development.
a critical thinker.
prior sales experience and/or enjoy networking and seeking new clients.
a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.
WE:
a framework to help you attain all licensing and education needed to progress through the career.
your learning through joint work and a team environment.
competitive compensation and benefits that are unique in our industry.
a roadmap for your success with our experienced team of leaders.
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Client Services Representative
San Diego, CA Jobs
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). This is a PART-TIME position.
What You Will Do:
Act as a liaison between the registered representatives and their clients.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Organize client events and follow up tasks.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
What You Will Have:
High School Diploma or GED
Experience in an administrative or customer service role
Strong time management skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
What is Nice to Have:
Previous experience in assisting Registered Representatives/Financial Advisors
Financial services and/or banking background
Bachelor's degree in Finance, Business, Marketing, or Communications
Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
Self-starter, productive, works well with a team and independently
Professional and positive attitude, friendly demeanor both in-person and by telephone
Trustworthy; uses discretion with confidential information
Listens well to instruction and consistently retains details
The base annual salary range for this role is $18/hr to $25/hr, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-ONSITE
Claims Care Associate (Remote available) 1
Phoenix, AZ Jobs
**Alternate Locations:** Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Work from Home **Work Arrangement:** Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
**Requisition #:** 74121
**The Role at a Glance**
We are excited to bring on a Claims Customer Care Associate to join our claimant excellence team supporting Group Protection in a remote environment.
Background Details
The Claimant Excellence Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment.
As a Claims Customer Care Associate, you will be responsible for answering claimants calls regarding potential group insurance product (example: dental, life, disability, FMLA, etc.) in a call center environment. You will act as a liaison between the employee (member) and the claims examiner to provide a positive customer experience during their specific challenge. As a member of the team, you will educate the customer on their claims needs/questions and advise of next steps in the process. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!
**What you'll be doing**
+ You will communicate with roughly 50-60 customers throughout the day, answering questions and providing information regarding their claim through the utilization of multiple applications and platforms. In addition, you will provide verification of benefits as needed for member.
+ You will provide education to the customer/employer regarding the product (primary products: FMLA and disability) while having a strong focus on attention to detail to ensure the claim/leave is notated appropriately.
+ You will communicate effectively through email/phone with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers' expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.
+ You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
+ Training Schedule: Monday - Friday 9:00am - 5:30pm EST 6 weeks.
+ Regular Full Time Schedule: Must be available to work an 8 hour shift Monday through Friday between the hours of 8:00am to 8:00pm EST (later shifts may occur as you progress in your career).
+ Regular Part Time Schedule: Must be available to work a 10 hour shift
**What we're looking for**
Must-have experience (Required)
+ High School Diploma or GED
+ Ability to communicate effectively (verbal/written)
+ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
_Must-have capabilities:_
+ Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. *To check internet speed, go to 'Google' and type in 'Speed Test' and simply select 'Run Speed Test'. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.
_Nice-to have Experience (Preferred):_
+ Data entry and research experience in a fast-paced environment
+ Ability to maneuver through multiple systems as needed
**What's it like to work here?**
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for YOU:**
+ Clearly defined career tracks and levels to help you successfully manage your career
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits (***************************************************************************
+ Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
+ Effective productivity/technology tools and training
**Pay Range:** $17.45
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=***********86) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook (********************************************** , X (******************************************* , LinkedIn (***************************************** Info=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (******************************************* . For the latest company news, visit our newsroom (********************************************************* .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify (************************* notices.
Este Empleador Participa en E-Verify. Ver el E-Verify (**************************** avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Part-Time Corporate Finance Associate
Gresham, OR Jobs
Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-Time Corporate Finance Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.
The Opportunity:
This part-time opportunity is for individuals located near our Fisher campus in Camas, WA. You will report directly to your Team Leader who will work with your schedule to find a solution that works best for you (minimum: 15 hours per week).
The Day-to-Day:
Develop a client focused mind set by providing timely and accurate information to our high net worth clients and/or internal business partners
Drive results by completing assigned operational tasks
Enhance risk awareness by properly handling sensitive and/or confidential information
Communicate effectively with internal business partners to complete requests needed to maintain and update preferences
Hone auditing techniques while getting the opportunity to experiment with large data sets
Gain exposure to upper management and work in an environment that values collaboration
Your Qualifications:
Commute to the Camas, WA office
Able to work 15 hours a week at a minimum (28 hour maximum)
Compensation:
$20 an hour in the state of WA
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:
A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
A collaborative working environment that practices ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Vice President, Government Affairs
Washington, DC Jobs
Job Classification:
Marketing & Communications - Communications
At PGIM, we believe talent is key to achieving our vision. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions.
The Vice President, PGIM Government Affairs is responsible for planning, representing, and executing key components of PGIM's government relations strategies and will represent the PGIM's interests on priority asset management public policy issues at the independent regulators, Capitol Hill and within the executive branch. The incumbent will also be an integral member of the team in representing PGIM's interests with key third parties such as industry associations, think tanks, non-governmental organizations, etc. This position reports to PGIM's Vice President and Head of Government Affairs. The position is based in Washington, DC and is an individual contributor role. This role will serve as the representative of PGIM interests in Washington.
What you'll do:
Leverage experience and relationships to advocate constructively and effectively on behalf of PGIM'S public policy agenda.
Maintain an established bi-partisan network of key external policymakers/influencers in Congress, Agencies, industry, associations, and third-party entities to amplify the company's advocacy efforts.
Collaborate with internal partners to drive a federal policy issue portfolio enabling effective and clear advocacy strategies across stakeholders.
Communicate in a timely, effective, and professional manner with internal colleagues and executives regarding legislative/regulatory/policy issue developments that may impact our businesses, corporate functions and/or customers to ensure an opportunity to influence outcomes Coordinate all efforts effectively with Prudential External Affairs and PGIM executives in a high performing, collaborative team environment.
Strategically manage outside lobbyists, trade association resources and political action committee contributions to achieve the PGIM's legislative and regulatory goals.
What you'll need:
A minimum of seven years of relevant government affairs and/or government experience.
Expert familiarity with the financial services regulatory processes, Capitol Hill, and policymakers (and their staffs) on both sides of the aisle.
Demonstrated substantive policy experience in key asset management policy areas, including but not limited to Securities and Exchange Commission (SEC) regulation, systemic risk, housing finance and fixed income markets.
Strong interpersonal skills, with the ability to establish rapport and credibility with key individuals and to build, maintain and leverage a broad network of contacts.
Have executive presence and an ability to effectively interact with business and corporate partners, senior executives, and leading public policy leaders with candor and under minimal supervision.
Must have a keen sense of meeting and interpersonal dynamics and ability to “read the room” and react/adjust according to audience.
Must be a strategic thinker/planner and creative problem solver with demonstrated ability to conceive and execute plans/proposals.
Superior leadership skills, with the ability to drive initiatives across internal and external stakeholders.
Demonstrated strong persuasion and negotiating skills.
Superior analytical, written, and verbal communication skills.
Strong commitment to teamwork with proven ability to work collaboratively across team, departmental and industry “boundaries”.
Proven ability to drive an agenda to achieve successful policy outcomes that support business and corporate goals.
Strong organizational skills. Able to manage multiple long and short- term projects with overlapping deadlines.
Highly self-motivated work ethic, must demonstrate sound judgement, trustworthiness, initiative, and an ability to manage multiple issues with a sense of urgency.
Bachelor's degree.
It would be a plus if you had:
A track record of effective advocacy experience in an in-house corporate or trade association environment.
SEC, Treasury, private credit and/or housing finance regulatory experience
Law degree.
What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $200,000.00 to $270,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Fraud Investigator (Perm - Hybrid at our Chicago HQ near O'Hare Airport)
Chicago, IL Jobs
In this role, you will be responsible to investigate suspicious and unlawful activity directed at the credit union membership. Identify fraudulent activity and pursue collection of accounts causing credit union loss.
Responsibilities
Conduct investigations on internal and external cases to include but not limited to interviews, discovery and analyzing evidence, case documentation and management, filing with local, state and federal law enforcement agencies and facilitating case resolution through multiple methods civil proceedings and/or criminal prosecution and restitution.
Analyze financial statements and other submitted customer documents (W-2, VOE, VOD, etc.) to detect fraud, identity risk, and loss exposure to prevent or limit losses.
Responsible for utilizing case management systems or processes to manage individual caseloads, document and archive assigned cases from case origination through resolution, and accurately articulate the circumstances and events of the investigation.
Assist with technically complex accounts involving multiple relationships, tiered and complex transactions, and ACH debit involving high-risk and complex fraudster schemes.
Process victim fraud claims including checks, forgeries, plastic cards, ACH, wires, etc. and process provisional credits on member fraud claims.
Support call center and members on fraud-related matters and support business partners to ensure appropriate actions are taken to mitigate losses and loss exposure.
Remain current with compliance-related issues including but not limited to Bank Secrecy Act (BSA) Suspicious Activity Reporting (SAR), and Elder Financial Abuse and make required referrals to BSA Department and/or Adult Protective Service.
Responsible for complying with BSA laws/regulations and updating departmental procedures.
Partner and participate in law enforcement networks for current fraud, security and operational trends/concerns.
Education:
Bachelor's Degree in Business, Finance or Related - Minimum
Years of Experience:
3 years - Fraud investigation or related - Minimum
In Lieu of Education:
6 years - Fraud investigation or related
Compensation & Benefits:
Typical hiring range: $58,800 - $83,050 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Annual performance bonus
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Manager, People Business Partner
OFallon, MO Jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, People Business Partner
Come join Mastercard and the fast growing Tech Hub as Manager, People Business Partner in St. Louis!
Overview
The People & Capability team is looking for a Manager, People Business Partner to drive the local execution of key people priorities for the Services business in Mastercard.
This role will support around 500 St. Louis Tech Hub employees and work in close collaboration with business leaders, people business partners and Centres of Expertise (COE) to ensure programs, processes and initiatives are successfully implemented and managed.
Role:
* Responsible for the management and delivery of core People and Capability programs, including talent and performance management, learning, year-end compensation planning, and workforce planning within a business line or geography.
* Acts as a primary point of contact with COEs on program delivery issues and customizations for the business they support.
* Coaches managers and employees on development, employee relations and total reward issues.
* Conducts development plan audits and ensures appropriate plans are in place.
* Provides support across businesses for the geography that they manage.
* May participate in the roll-out of wellness initiatives and on-boarding activities for a business or location.
* Shares local intelligence and provides a 'field perspective' on the effectiveness of programs and initiatives.
* Resolves complex service issues that have been escalated from COEs or the GBSC.
* Serves as subject matter expert on the local labor market and regulatory environment.
* Support community engagement efforts in St. Louis and partnerships with non-profit programs.
* Onboard and support early career programs and joiners in conjunction with the talent COE.
All About You:
* Demonstrated success coordinating and delivering corporate P&C programs/processes (e.g., talent management, year-end compensation planning) and reporting on progress.
* Demonstrated success when consulting with leaders and other stakeholders on the local P&C issues.
* Experience building relationships and collaborating with other key stakeholders.
* Experience working with various HR systems.
* Ability to work with data in Excel and other data tools and interpret data to tell a story
* Strong written and verbal communication.
Salary range:
$99,000-158,000
Mastercard is an inclusive equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more.
Pay Ranges
FT AM Customer Retention Specialist Remote
Waco, TX Jobs
Customer Retention Representative (Full Time & Part-Time Openings)
is work from home and we will provide you with the equipment!
The Customer Retention Department is responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are provided assistance in understanding the importance of keeping their coverage, as well as providing policy maintenance.
We're looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail-oriented. As a Customer Retention Representative you'll handle inbound and outbound telephone calls with customers who are calling to cancel their insurance coverage and/or place calls to current policyholders regarding coverage, premium due, as well as other policy information. You'll answer questions about policy benefits and premiums and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment with excellent earning potential - hourly wage plus bonus based on performance.
Managing Consultant, Services Business Development - Global Digital Platforms
San Carlos, CA Jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Managing Consultant, Services Business Development - Global Digital Platforms
Mastercard Services provides cutting edge services in the areas of Business & Market Intelligence, Customer Acquisition and Engagement, Security Solutions, and Open Banking. Focused on thinking big and scaling fast, our Digital Partner & Fintech sales team is responsible for end-to-end solutions for a diverse global customer base including large tech companies, ecommerce, media, fintechs, bin sponsors, processors & program managers
As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort with navigating complex sales processes, and the ability to form and manage successful lasting client relationships.
The Role
As Managing Consultant, Global Digital Platforms, you will be instrumental in driving the growth of our largest, most strategic Digital Partnerships. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales.
To be successful the ideal candidate will:
Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers.
Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads.
Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies.
Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients.
Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance.
Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience.
Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements.
Support project / customer success teams in problem-solving efforts and structuring project workplans.
Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations.
Coach and provide valuable feedback to team members, fostering their professional growth.
Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization.
All About You
Significant Global Account sales experience, preferably software as a service (SaaS), data & analytics, and/or B2B.
Proven ability to meet/exceed sales targets and quotas at enterprise level
Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams.
Strong communication and persuasion skills, both written and oral.
Exceptional relationship management skills, fostering long-term partnerships with clients.
You are a strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues
You have a strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise
Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff.
Experience managing projects, with history of building out complex bespoke engagements and detailed account plans
Knowledge of consumer, commercial payments market and cybersecurity solutions
High level of energy, drive, enthusiasm, initiative, and commitment.
Outstanding multitasking abilities in a fast-paced, deadline-driven environment.
Purchase Salary Range: 132,000-206,000
\#servicesbd
Mastercard is an inclusive equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance), flexible spending account and health savings account, paid leaves (including 16 weeks new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 10 annual paid U.S. observed holidays, 401k with a best-in-class company match, deferred compensation for eligible roles, fitness reimbursement or on-site fitness facilities, eligibility for tuition reimbursement, gender-inclusive benefits and many more.
Part Time Associate Banker Santa Clarita West (30 hours)
Santa Clarita, CA Jobs
JobID: 210573368 JobSchedule: Part time JobShift: Base Pay/Salary: Santa Clarita,CA $22.50-$26.11 We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Entry Level -Associate Member Relationship Specialist (Full-Time Teller 1- Highland In Store)
Highland, CA Jobs
Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
* 8:30 am - 5:30 pm Monday through Friday
* 8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
* Excited about providing amazing service to our members and the community.
* Looking for a position that will establish and grow your career.
* Interested in learning how to open financial memberships and assist with loan requests.
* Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
* Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
* Actively participates in meeting the goals of the department and the Credit Union.
* Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
* Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
* Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
* Assists with member research and problem resolution.
* Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
* Works within given limits and authority; proactively seeks supervisory assistance as needed.
* Promotes credit union products and services and actively refers members to credit union partners as appropriate.
* Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
* Is courageous and willing to make decisions that result in positive member outcomes.
Development
* Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
* Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
* Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
* Suggests and participates in credit union community service opportunities and events.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
* Regular and predictable attendance and punctuality.
* Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accrual begins upon hire
* Paid sick leave
* Company-provided life insurance at up to twice your annual salary
* Financial Education Programs
* DoorDash DashPass
Health
* Medical, Dental, and Vision Insurance for part-time and full-time employees
* Modern Health
* Care.com subscription
* Teladoc
* Pet Insurance
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $21.60/hour | Midpoint: $25.56/hour | Maximum: $29.52/hour