Finance & Sales Representative jobs at Transamerica Corporation - 582 jobs

About the job Sales Representative We are proud to be the only 100% union-labeled supplemental benefits company in the world, serving over 40,000 unions and associations across North America and beyond. For more than 60 years, we've specialized in providing both supplemental and permanent benefits to hardworking families who need them most. Position Overview: Were looking for motivated individuals to join our remote team as Benefits Representatives. You'll be working with pre-qualified union members who have requested information, guiding them through their benefits options in a consultative and educational manner. Daily Responsibilities: Make and receive inbound/outbound calls Schedule and conduct virtual appointments Present benefits packages to union members who requested them Complete and submit necessary client documentation Maintain accurate records and follow quality control standards Participate in ongoing training and leadership development programs What Were Looking For: Strong verbal communication and interpersonal skills Friendly, professional, and positive attitude Customer service or sales experience is a plus, but not required Tech-savvy with basic computer proficiency Ability to work well with diverse teams and individuals Legally authorized to work in the U.S. or Canada Team-oriented and motivated to grow professionally What We Offer: Full benefits after probationary period 100% remote work work from anywhere Flexible scheduling ideal for those seeking work-life balance Weekly pay with performance-based monthly bonuses Incentive trips earn all-expenses-paid travel for you and a guest to locations like the Bahamas, Cancun, Las Vegas, and more Leadership opportunities fast-track promotions available for top performers If you're passionate about helping others, eager to grow, and ready to join a mission-driven organization that truly makes a difference apply today!

Our Values Optimism : We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative : We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect : We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth : We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership : We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. Bring role-specific knowledge and expertise to Executive Team discussions and decisions Shape bank-wide strategy in close collaboration with other members of the Executive Team Represent the Banking Division in Board meetings and with regulators and auditors Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives Actively participate in relationship management and prospecting with production personnel. Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. Ensure consistent delivery of exceptional customer service. Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. Direct and manage the selection, placement, performance, development, promotion, and termination of staff. Ownership of the key production and non-production incentive programs for reporting cost centers. Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Maximize revenue through building customer relationships. Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. Actively participate in strategic and business planning sessions. Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications / Requirements Education • Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience Typically requires: 5 to 10 years of successful banking experience in a senior or executive management role. 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. The individual will be collaborative, working in a willing and cooperative manner to achieve success. The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions Physical Requirements The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range The pay range for this position is $187,500-$375,000 The typical hiring range for this position is $187,500- $330,000 The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Our Values Optimism : We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative : We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect : We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth : We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership : We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. Bring role-specific knowledge and expertise to Executive Team discussions and decisions Shape bank-wide strategy in close collaboration with other members of the Executive Team Represent the Banking Division in Board meetings and with regulators and auditors Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives Actively participate in relationship management and prospecting with production personnel. Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. Ensure consistent delivery of exceptional customer service. Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. Direct and manage the selection, placement, performance, development, promotion, and termination of staff. Ownership of the key production and non-production incentive programs for reporting cost centers. Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Maximize revenue through building customer relationships. Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. Actively participate in strategic and business planning sessions. Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications / Requirements Education • Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience Typically requires: 5 to 10 years of successful banking experience in a senior or executive management role. 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. The individual will be collaborative, working in a willing and cooperative manner to achieve success. The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions Physical Requirements The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range The pay range for this position is $187,500-$375,000 The typical hiring range for this position is $187,500- $330,000 The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Symetra has an exciting new opportunity to join us as an Investment Accounting and Reporting Advisor! About the role As an Investment Accounting and Reporting Advisor, you will serve as a key individual contributor on Symetra's Investment Accounting & Reporting team, providing technical accounting and reporting expertise across a broad range of investment assets. You will partner closely with the Director to support regulatory and reporting updates, advise on complex transactions and new investment structures, ensure compliance with US GAAP and NAIC Statutory standards, and provide guidance on asset valuations and capital/RBC considerations. This role requires a proactive, analytical professional with strong technical knowledge and a collaborative approach to working across the organization. What you will do Research and provide practical guidance on accounting treatments for diverse asset types, including traditional investments, mortgage loans, private equity, alternative assets, derivatives, and new products or entity structures Advise leadership on accounting implications of new investments and emerging guidance. Deliver transaction advisory support on the implementation of new accounting standards in collaboration with the Investment Accounting Policy Specialist Serve as a trusted advisor to internal teams and stakeholders including Enterprise and Financial Reporting, Investment Advisors, Tax, and Actuarial by translating complex accounting concepts into actionable recommendations aligned with strategic objectives Assess the impact of regulatory and accounting developments on Investment Accounting and Reporting processes and ensure policies remain appropriate and effectively implemented Provide VIE and consolidation analysis on new limited partnership positions Prepare, review, and present technical memos and documentation related to accounting treatments and transactions Lead ad hoc projects, including the implementation of new accounting standards and other initiatives within Investment Accounting and Reporting Why Work at Symetra Here's what some of our employees have to say about why they work at Symetra: "Symetra will spoil you. There aren't many companies that will put as much effort into you being a success as Symetra. The culture will challenge you but simultaneously put you at ease. Failure is seen as integral to the learning process so there is less reason to be fearful of it." - Kerry S., Sr. Systems Analyst "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work."- Cris H., VP Internal Sales What we offer you Benefits and Perks We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Flexible full-time or hybrid telecommuting arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $113,700 - $189,400 plus eligibility for the company annual bonus program. Who You Are: High School Diploma is required. BA/BS in Accounting or Finance with 5+ years of experience in public accounting and/or financial services, including broad exposure to investment accounting Strong technical accounting background, including advanced knowledge of US GAAP, working knowledge of NAIC Statutory accounting (IFRS a plus), and experience with technical accounting policy, advisory, or consulting; CPA or CPA-eligible preferred Experience preparing and reviewing financial statements and footnote disclosures, performing technical accounting research, and supporting accounting conclusions; VIE consolidation experience a plus Proven ability to manage projects such as implementing new accounting standards, with familiarity in internal controls over financial reporting and related documentation Excellent written and verbal communication skills, with the ability to collaborate across business units and levels Highly organized, self-directed, and adaptable professional with strong problem-solving skills and flexibility to meet deadlines during peak reporting periods We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit careers/ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE

Job Description The fundamental foundation of a New York Life Insurance Agent's role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are… “Be Good At Life.” What is expected of our Agents? • Ability to understand the needs and financial concerns of clients. • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. • Promote customized ways for clients to achieve their long-term financial goals. • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. • Providing compassion and guidance to clients when unfortunate life circumstances arise. • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. Qualities that we look for in our Agents: • Sales experience preferred - entrepreneurial mindset, no mile too far. • Strong communication skills both written and verbal. • Desire to help families and businesses to “Be Good At Life.” • Strong business acumen. • Professional business demeanor. • Perseverance in the face of a challenge • Ability to engage your community and leverage personal networks/contacts #SMAC Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a client's life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22

Job Description The fundamental foundation of a New York Life Insurance Agents role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected. Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are Be Good At Life. What is expected of our Agents? Ability to understand the needs and financial concerns of clients. Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivating relationships, with a view to helping every family member or individual pursue financial security Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise. Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time. Qualities that we look for in our Agents: Sales experience preferred entrepreneurial mindset, no mile too far. Strong communication skills both written and verbal. Desire to help families and businesses to Be Good At Life. Strong business acumen. Professional business demeanor. Perseverance in the face of a challenge Ability to engage your community and leverage personal networks/contacts #SMAC Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a clients life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1857547 Exp 5/20/22

Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who aspire to create a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit to long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! (Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.)

Company:MercerDescription: We are seeking a talented individual to join our Private Market Secondaries team at Mercer. This role will be based in Richmond and is a hybrid role that has a requirement of working at least three days a week in the office. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. Mercer Alternatives is a global specialist for alternative investments, including private markets, offering customized and pooled investment solutions as well as advisory services, for institutional investors around the world. In order to support the growth of our private markets business we are expanding our secondaries investment team and are looking for a Private Market Secondaries Investment Specialist We will count on you to: Source private markets secondary opportunities by fostering relationships with intermediaries, fund managers, and other investors Conduct comprehensive quantitative and qualitative due diligence on potential secondary investment opportunities (e.g., continuation vehicles, LP interests, direct secondaries) Support senior team members in all aspects of transaction execution, including structuring, negotiation, and closing Prepare private markets secondary investment memos and present investment proposals to our respective Investment Committee Upon Investment Committee approval, coordinate the legal and tax due diligence process up to the onboarding of new secondary investments on behalf of our secondary accounts and accounts with secondary exposure Monitor existing secondary investments on a qualitative and quantitative basis Conduct private markets secondary related research and ad-hoc analyses that may go beyond the secondary market and are intended to serve our investment as well as business development teams Support private markets secondary related business development and client relationship projects and represent Mercer Alternatives' secondary platform at conferences and events What you need to have: Bachelor's degree with a strong academic record; a focus in finance, economics, or accounting is preferred 2+ years of professional work experience in investment banking, asset management, transactions services/valuation, or a related field (ideally in the private equity and/or secondary investment area) Strong analytical skills and ability to present complex financial concepts clearly Advanced proficiency in Microsoft Excel and PowerPoint Highly self-motivated and capable of managing tasks autonomously, yet committed to being a strong and supportive team player Excellent verbal and communication skills What makes you stand out? In pursuit of or interest in obtaining CFA or CAIA Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers' Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula. We also received a Best-In-State bank award from Forbes. For over 100 years First Fed has served our customers and communities throughout the PNW. We've donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years - many by using our benefit of 3 paid volunteer days per year! We welcome applicants from all backgrounds - our diversity makes us stronger. Join our award-winning team! Our Values Optimism: We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative: We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect: We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth: We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership: We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose: Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions: Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. * Bring role-specific knowledge and expertise to Executive Team discussions and decisions * Shape bank-wide strategy in close collaboration with other members of the Executive Team * Represent the Banking Division in Board meetings and with regulators and auditors * Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. * Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives * Actively participate in relationship management and prospecting with production personnel. * Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. * Ensure consistent delivery of exceptional customer service. * Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. * Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. * Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. * Direct and manage the selection, placement, performance, development, promotion, and termination of staff. * Ownership of the key production and non-production incentive programs for reporting cost centers. * Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. * Maximize revenue through building customer relationships. * Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. * Actively participate in strategic and business planning sessions. * Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. * Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. * Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. * Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications/Requirements: Education: * Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience: Typically requires: * 5 to 10 years of successful banking experience in a senior or executive management role. * 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities: * Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. * The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. * The individual will be collaborative, working in a willing and cooperative manner to achieve success. * The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. * The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. * Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. * Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. * Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions * Valid drivers' license is required. Physical Requirements: The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range * The pay range for this position is $187,500-$375,000 * The typical hiring range for this position is $187,500- $330,000 * The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. * Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers' Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula. We also received a Best-In-State bank award from Forbes. For over 100 years First Fed has served our customers and communities throughout the PNW. We've donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years - many by using our benefit of 3 paid volunteer days per year! We welcome applicants from all backgrounds - our diversity makes us stronger. Join our award-winning team! Our Values Optimism: We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative: We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect: We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth: We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership: We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose: Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions: Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. * Bring role-specific knowledge and expertise to Executive Team discussions and decisions * Shape bank-wide strategy in close collaboration with other members of the Executive Team * Represent the Banking Division in Board meetings and with regulators and auditors * Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. * Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives * Actively participate in relationship management and prospecting with production personnel. * Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. * Ensure consistent delivery of exceptional customer service. * Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. * Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. * Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. * Direct and manage the selection, placement, performance, development, promotion, and termination of staff. * Ownership of the key production and non-production incentive programs for reporting cost centers. * Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. * Maximize revenue through building customer relationships. * Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. * Actively participate in strategic and business planning sessions. * Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. * Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. * Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. * Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications/Requirements: Education: * Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience: Typically requires: * 5 to 10 years of successful banking experience in a senior or executive management role. * 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities: * Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. * The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. * The individual will be collaborative, working in a willing and cooperative manner to achieve success. * The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. * The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. * Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. * Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. * Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions * Valid drivers' license is required. Physical Requirements: The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range * The pay range for this position is $187,500-$375,000 * The typical hiring range for this position is $187,500- $330,000 * The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. * Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions: Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. · Bring role-specific knowledge and expertise to Executive Team discussions and decisions · Shape bank-wide strategy in close collaboration with other members of the Executive Team · Represent the Banking Division in Board meetings and with regulators and auditors · Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. • Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives • Actively participate in relationship management and prospecting with production personnel. • Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. • Ensure consistent delivery of exceptional customer service. • Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. • Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. • Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. • Direct and manage the selection, placement, performance, development, promotion, and termination of staff. • Ownership of the key production and non-production incentive programs for reporting cost centers. • Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. • Maximize revenue through building customer relationships. • Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. • Actively participate in strategic and business planning sessions. • Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. • Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. • Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. • Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications/Requirements: Education: • Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience: Typically requires: • 5 to 10 years of successful banking experience in a senior or executive management role. • 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities: • Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. • The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. • The individual will be collaborative, working in a willing and cooperative manner to achieve success. • The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. • The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. • Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. • Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. • Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions • Valid drivers' license is required. Physical Requirements: The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range The pay range for this position is $187,500-$375,000 The typical hiring range for this position is $187,500- $330,000 The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a c ommunity Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers' Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula. We also received a Best-In-State bank award from Forbes. For over 100 years First Fed has served our customers and communities throughout the PNW. We've donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years - many by using our benefit of 3 paid volunteer days per year! We welcome applicants from all backgrounds - our diversity makes us stronger. Join our award-winning team! Our Values Optimism: We are positive and decisive. We believe the future will be better than the past. Our attitude demonstrates persistence which leads to success. Initiative: We are self-starters and find innovative solutions. We are courageous, entrepreneurial, and passionate. We take action for good. Respect: We include individuals from diverse backgrounds and with different perspectives. We are committed to honoring and serving others. Growth: We learn and adapt so we can continually improve. We believe in personal growth through grit and determination. Ownership: We are invested in our endeavors. We are accountable and take responsibility for our actions and decisions. Position Purpose: Manage and direct a fully integrated sales and service culture designed to build long-term, multi-product and service relationships that meet the needs of customers, and which result in the retention of existing relationships and enable growth of new relationships in support of the institution's deposit, loan and fee income goals, provide oversight of the bank's lines of business including commercial and consumer / mortgage lending, treasury and consumer deposit products and services delivered through the branch and digital channels. Develop commercial and retail banking strategies and hold bank department leaders accountable for reaching key sales and service goals driven by exceptional customer service. Continually assess departmental operations to ensure optimal efficiency and effectiveness. Essential Functions: Executive Leadership: Serve as an integral and active member of the Executive Leadership Team. * Bring role-specific knowledge and expertise to Executive Team discussions and decisions * Shape bank-wide strategy in close collaboration with other members of the Executive Team * Represent the Banking Division in Board meetings and with regulators and auditors * Contribute to bank-wide strategic leadership decisions, problem solving and First Fed Team motivation Sales & Service: Manage and direct the bank's lines of business including commercial, mortgage, consumer lending, treasury and consumer deposit products and services. * Define cross departmental collaborative production goals designed to build long-term, multi-product relationships in accordance with initiatives such as portfolio mix, growth strategies, and market penetration objectives * Actively participate in relationship management and prospecting with production personnel. * Collaborate on the development of deposit and loan products, services and delivery channels to meet customer needs. * Ensure consistent delivery of exceptional customer service. * Work closely with the technology team to champion the further development and integration of our digital banking stack into the traditional channels. * Maximize customer experience leveraging our digital infrastructure to support our people-first service culture. Management: Ensure effective ongoing talent acquisition, retention, and management. This includes the assessment of employee skills and creation of development plans designed to ensure a high degree of product knowledge, credit expertise, sales proficiency, and operational excellence. Develop, set and assess specific division goals and diligently provide performance feedback against all applicable goals, objectives and standards, prioritizing individual and group accountability. * Lead the development of specific strategies and lead the team's execution of same including key lead measures that ensure outcomes consistent with a high-performing culture. * Direct and manage the selection, placement, performance, development, promotion, and termination of staff. * Ownership of the key production and non-production incentive programs for reporting cost centers. * Coach and mentor staff to achieve personal, branch, department, and institution-wide sales and service goals incorporating the Customer First Program. Operations: Ensure division-wide operational excellence. Manage and direct personnel to ensure compliance with all policies, procedures, regulations, federal and state laws. Continually assess departmental operations to ensure optimal efficiency and effectiveness. * Maximize revenue through building customer relationships. * Increase efficiency and outcomes through maximization of systems and processes that increase speed, accuracy and quality of customer experience. * Actively participate in strategic and business planning sessions. * Prepare annual budget; monitor and manage expenses associated with the division in accordance with strategic and business planning initiatives. * Demonstrate compliance with all bank policies, procedures, regulations, and federal and state laws. Community Relations and Communications: Cultivate and maintain a professional image with customers, the general public, management, and other association personnel. * Establish, promote, and participate in networking opportunities within the community by coordinating and communicating information about community events. * Maintain awareness of market economic conditions in order to take advantage of business development opportunities by offering existing and prospective customers new and/or additional services. Qualifications/Requirements: Education: * Bachelor's degree in business or banking or the equivalent. Graduate level degree and/or completion of graduate level banking school preferred. Experience: Typically requires: * 5 to 10 years of successful banking experience in a senior or executive management role. * 3 to 5 years sales management experience in a bank or financial institution Knowledge, Skills & Abilities: * Demonstrated comprehensive knowledge of lending, deposit products and services, operational functions, and related policies and procedures to ensure compliance with regulations as well as federal and state laws. * The individual will possess the personal attributes of candor, personal honesty, and integrity and possess demonstrated ability to fulfill the duties of loyalty and care required of all officers in their administration of the affairs of the bank. * The individual will be collaborative, working in a willing and cooperative manner to achieve success. * The individual will possess a broad level of industry specific competence, strong emotional intelligence and heightened self-awareness. * The individual will have knowledge of business development techniques, sales development and planning and the ability to assess risk levels of banking relationships in relation to economic, financial and environmental factors. * Excellent verbal and written communication skills, as well as effective interpersonal and public relations skills. * Proven leadership and highly effective management, teambuilding, and mentoring skills are necessary. * Working knowledge and proficiency with personal computers and associated software systems including Microsoft suite, including CoPilot, as well as Salesforce, Tableau and other modern tools that support bank functions * Valid drivers' license is required. Physical Requirements: The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve a combination of sitting/standing for extended periods. Pay Range * The pay range for this position is $187,500-$375,000 * The typical hiring range for this position is $187,500- $330,000 * The incentive plan for this position is the Executive Incentive plan. It is paid out annually with a 35% target payout. * Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more! Additional information on our benefits package can be viewed at *********************************** As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it's important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran First Fed invites all qualified interested applicants to apply for our career opportunities. If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources via **************************** or call ************. Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process. Messages left for other purposes may not receive a response. We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most. At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance. We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred. Proven experience working as a financial services representative preferred. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?

Job Description Essent Group Ltd. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership. We are focused on managing risk and dedicated to serving as a strong and fair counterparty. As a company, we bring strong private capital and a commitment to risk management to the mortgage insurance industry. Title: Banking Specialist, Title Insurance Location: Coraopolis, PA (fully on-site) Administer escrow accounts, including balancing accounts to ensure accuracy of disbursements; prepares payments and reports. As a dynamic and resourceful professional, we will rely on you to perform the following duties: Prepare wires (set up and approvals) in the banks websites for delivery as set up in each file by the closing teams. Pull hourly reports from each bank site to ensure incoming wires are as timely posted in each file needed in the company production system. Resolves outstanding check issues utilizing online research and communication by email and phone. Print and mail checks to payees and include any required documentation needed. Balance escrow accounts as needed when engaged by Recon department to review if any discrepancies are found. Review loan information to ensure accuracy of disbursements. Internal transfer of escrow funds to facilitate online document recordings Perform other duties as assigned by management. Minimum Education & Experience Requirements: Bachelor's degree in related field or equivalent work experience. 1 + year of relevant industry experience. Exposure to Escrow Closings on a National basis. Experience with RamQuest closing operations system and all integration systems is preferred. Ability to read and interpret documents such as underwriting guideline matrix, lender's instructions, trust agreements, and purchase contracts. Ability to follow all company procedures and policies including meeting the company customer service expectations. Excellent written and verbal communication skills. Strong analytical and problem-solving skills. High-level customer service and relationship management skills. Ability to productively interact with peers, customers, and management. Mathematical acumen to analyze complex equations. Strong time management, organizational, and planning skills, with strong attention to detail. Proficiency in MS Office Suite. Maintains flexible hours. Our commitment to your success is enhanced by our competitive salary and comprehensive benefits package including paid time off, medical, dental, vision, 401(k) and disability benefits. We work to maintain a positive environment for our employees, where people can learn and grow with the company. Essent is an Equal Opportunity Employer.

Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. Manage daily accounting and financial processes (payments, deposits, reconciliations) Record and track commissions Prepare and distribute financial reports Handle billing and invoicing, including resolving errors and coordinating collections. Support month-end and year-end processes (reconciliations, accruals, reporting) Assist with audits and compliance requirements Maintain accurate financial records and documentation Provide support to colleagues and contribute to projects as needed Build and maintain positive working relationships across the team Qualifications College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $57,500-$62,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers -Marshall+Sterling

Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. We are looking for a dynamic Financial Service Specialist to join our team! In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Perform general administrative duties including supply ordering, mail processing, scanning, bank deposits, and other routine office tasks. Transmit daily positive pay files to the bank and track daily balances in the operating account. Leverage AI tools and technology confidently as part of your daily workflow, embracing innovation to work smarter and support the team more effectively. Support Senior Financial Service Specialist to ensure team success Lead the monthly close process for our downstate offices and support the preparation of reports that keep our financial picture clear. Ensure accuracy and clarity by reconciling bank statements and applying customer payments - your attention to detail helps keep our operations running smoothly. Identify billing issues and coordinate with branches to resolve discrepancies and track missing DBL commissions. Qualifications College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education.

Requirements College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation: $47,500-$52,500, based experience and education. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling, based experience and education. MS24 Salary Description $47,500-$52,500 per year, on an hourly basis

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tom Conklin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Life & health insurance license (must be able to obtain).