Consultant jobs at Truity Credit Union - 417 jobs

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, paid bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a BSA/AML Enhanced Due Diligence Analyst to join our team. This position will be a full-time in office position and can be located in either Salt Lake City, UT, Houston, TX, Phoenix, AZ or Irvine, CA area. Responsible for BSA/AML investigative operations and the application of the BSA and USA PATRIOT Act requirements to daily activities. Analyzes high risk client activity for possible suspicious activity related to illegal activities such as money laundering, terrorist financing or fraud. Leverages multiple sources when making a determination or concluding on customer activity. Presents logical, well-supported conclusions for customer assessments. Understands and applies knowledge of BSA/AML typologies and the ability to identify red flags and current trends of suspicious activity during the review of alerting activity or periodic assessment of high-risk customer-types. Communicates with retail and business line staff to gather further client information to decision the alert or risk rating. Writes clear, concise communications that clearly support the conclusion when closing alerts, explaining or escalating activity. Meet SLA requirements and Quality Assurance performance levels for completed work. Responsible for multiple review-types, varying in complexity. Responsible for understanding/tracking each client due for review and review-type. Documents reviews in the case management system. Assesses complex customer relationships and understand relationships across multiple account relationships. Prepares and thoroughly documents factual findings in an accurate and timely manner. Communicates with retail and business line management, as necessary, in researching, investigating, and escalating cases. Compiles data and maintains necessary records and files to ensure efficient and consistent reporting of investigations. Make recommendations for relationship disengagement to management and/or appropriate risk officer. Meet SLAs for the completion of scheduled reviews. Perform other duties as assigned. Qualifications: Requires a bachelor's degree in Intelligence Studies, Accounting, Finance or related field and 1+ years of Bank Secrecy Act and/or AML compliance processes, procedures, and regulations or other directly related compliance experience. Financial crime investigation experience preferred. A combination of education and experience may meet requirements. Relevant Professional Certification: Association of Certified Anti-Money Laundering Specialists (ACAMS), Associate of Certified Fraud Examiners (ACFE) or Association of Certified Financial Crime Specialists (ACFCS) is a plus. Basic working knowledge of BSA/AML Compliance as it applies to suspicious activity for money laundering, terrorist financing and fraud. Understanding of complex financial transactions and business relationships. Good analytical, documentation, customer service and communication skills, both written and verbal. Ability to manage deadlines, be organized, follow through, detail-oriented and accurate. Ability to meet performance expectations including Service Level Agreements for errors and Quality Assurance score expectations. Ability to meet deadlines, work independently and adapt to changing priorities. Good research and problem-solving skills. Ability to translate complex situations into easily understood narratives. Ability to be an independent thinker and to defend one's own work. Ability to handle delicate and/or sensitive situations. Strong PC skills desired with an emphasis in MS Excel and Word. Knowledge of related systems used to conduct research and bank operations as it relates to the flow of funds through financial institutions. This position is eligible to earn a base salary in the range of $65,000 to $85,000 annually depending on job-related factors such as level of experience and location. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Come join us in the manufactured home business! This industry is sky rocketing and we are looking to hire one more qualified home sales consultant for our San Antonio, Texas location. Titan Factory Direct has 12 location sites that sell manufactured, modular and tiny homes! Our homes are top quality and rated number one in Texas and Oklahoma. No experience needed and a real estate license is not required. Both Entry level and Experienced candidates are welcome and will receive the BEST training for success in this industry. We have an amazing pay structure which will allow you to achieve an uncapped income. The pay structure is Base Salary + Commission plan! The potential of earning $100,000+ annual income. Must have: - High Energy, ambitious, driven to train and grow along the way - The ability to put in the hard work. - Monday's and Saturday's are mandatory work days - Great communication skills (Persuasive) - Marketing skills, comfortable with social media and posting ads but not required. We Offer: - Salary plus Aggressive Commission package. $80K -$150K/year - Advancement opportunity available immediately for those that earn it. - In a competitive housing market, stand behind the best product in the industry. Champion homes are top quality! - Work in a positive environment with a team that not only works very hard but also knows how to have fun while making great money. - Full suite of medical, dental, vision, 401k, family leave benefits included. If you are in a sales role currently but find your growth limited toward your personal and professional goals, apply now. Titan has room for those that work hard and want to succeed. If you have zero sales experience but know this would be a great fit for you, definitely apply! Why not make your workday count for more results for yourself and your family. THIS is THAT opportunity that will allow you to provide so much for your personal and professional life. You will also train along the best in the industry!

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Technology Business Consultant Specialist, you'll contribute to a critical component of our success. You'll have an exciting opportunity to work closely with clients and internal teams to deliver innovative, new solutions that meet their needs and help advance the way the world pays, banks and invests. About the team: Join our Capital Markets, Professional Services team today! You'll help bridge the gap between business needs and technological solutions. This role is pivotal in ensuring that technology solutions align with business objectives while driving efficiency and innovation within the financial technology industry. What you will be doing: Provide technical guidance to clients concerning business implications of applications of various systems Formulate systems scope and objectives considering client business plans and industry requirements Research and document client needs, technology and regulations related to system design while analyzing marketplace trends and best practices Devise and modify processes and procedures to achieve greater efficiencies and solve complex technical problems Conduct a variety of tests such as system, integration, readiness and acceptance tests Write test plans and test cases to ensure enhancements made to applications meet client needs while ensuring application integrity is maintained Consult and train clients and technical support personnel on enhancements, new systems and procedures Collaborate with presales team to understand client requirements and develop project plans What you will need: Financial services and technology consulting experience required, at least 10-15+ years Technology and business knowledge and experience with modern cloud-based solutions Securities processing and implementation experience Advanced knowledge of multiple end-to-end systems as well as application development Proficiency in business modeling and requirements definition disciplines through Unified Modeling Language (UML) An understanding of appropriate application programming languages Bachelor's degree in computer science or information systems or the equivalent experience What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: • Flexible and creative work environment • Diverse and collaborative atmosphere • Professional and personal development resources • Opportunities to volunteer and support charities • Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $125,850.00 - $211,410.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS? About the role: As a Technology Business Consultant Specialist, you'll contribute to a critical component of our success. You'll have an exciting opportunity to work closely with clients and internal teams to deliver innovative, new solutions that meet their needs and help advance the way the world pays, banks and invests. About the team: Join our Capital Markets, Professional Services team today! You'll help bridge the gap between business needs and technological solutions. This role is pivotal in ensuring that technology solutions align with business objectives while driving efficiency and innovation within the financial technology industry. What you will be doing: Provide technical guidance to clients concerning business implications of applications of various systems Formulate systems scope and objectives considering client business plans and industry requirements Research and document client needs, technology and regulations related to system design while analyzing marketplace trends and best practices Devise and modify processes and procedures to achieve greater efficiencies and solve complex technical problems Conduct a variety of tests such as system, integration, readiness and acceptance tests Write test plans and test cases to ensure enhancements made to applications meet client needs while ensuring application integrity is maintained Consult and train clients and technical support personnel on enhancements, new systems and procedures Collaborate with presales team to understand client requirements and develop project plans What you will need: Financial services and technology consulting experience required, at least 10-15+ years Technology and business knowledge and experience with modern cloud-based solutions Securities processing and implementation experience Advanced knowledge of multiple end-to-end systems as well as application development Proficiency in business modeling and requirements definition disciplines through Unified Modeling Language (UML) An understanding of appropriate application programming languages Bachelor's degree in computer science or information systems or the equivalent experience What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: • Flexible and creative work environment • Diverse and collaborative atmosphere • Professional and personal development resources • Opportunities to volunteer and support charities • Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $125,850.00 - $211,410.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Application Deadline: 01/29/2026 Address: VIRTUAL(R)13 - HomeRes - IL Job Family Group: Commercial Sales & Service Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Leads and executes business development plans so that business goals are achieved or exceeded. Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. Support technical implementation, including system configuration, testing, and integrations. Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). Provide troubleshooting and post-implementation support. Collaborate with Product, Tech, and Operations teams. Participates on client calls as required. Addresses customer services issues according to established guidelines, escalating as required. Develops solutions for customer issues, engaging multiple stakeholders as required. Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. Responds to and facilitates the resolution of client service requests. Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 5+ years in Trade Finance or Supply Chain Solutions Products. Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Data Analysis Reporting Document Management Microsoft Office Project Management Problem-Solving Detail-Oriented People Management Stakeholder Management Strategic Thinking Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

How will this role impact First Command? The Field Support Consultant (FSC) is responsible for providing World Class Service through multiple service channels. The primary role of the Consultant is the fulfillment of incoming product and service requests from the field. The FSC is also responsible for driving growth through enrichment in retail banking, with a focus on customer-centric quality that will differentiate our client experience and deliver market leading service. This role is vitally important in building and maintaining strategic relationships with Field staff that will translate into a partnership. The FSC should show a mastery level of understanding in IRA transactions and tax reporting, as well as business, trust and estate account processing. Position handles a variety of duties while insuring that a World Class level of service is maintained, as well as insure all banking procedures are strictly followed to prevent loss to the organization. This role maintains a high level of accountability and collaboration through Field Support functions. What will the employee do in this role? Onboarding clients through multiple service channels and fulfilling service requests, including but not limited to new accounts, IRA transactions, inbound phone calls, secure messages and other correspondence. Partner with the Field staff to ensure field service requests are handled effectively and timely. Liaise with all bank support departments (QC, Operations, Internal Audit, Legal, Compliance, etc.) to ensure the team's services are operationally sound. Research, resolve and respond to advanced inquiries demonstrating a masterful ability to communicate concepts and strategies. Demonstrate the ability to make time sensitive risk management decisions within the scope of duties and level of empowerment. Process a variety of highly complex financial transactions accurately and timely within departmental standards and regulatory required timeframes. Enhance and grow relationships with Advisors, Home Office Employees and Clients in an effort to enrich banking product and service knowledge across the organization. Drive process improvements through regular monitoring, maintenance, and establishment of departmental procedures and user guides. Develop and implement training to improve overall departmental production and quality. Compile, organize and report on production and quality information to identify trends and collaborate to improve processes. Review individual retirement account transactions to ensure proper tax reporting, and coordinates corrections as needed. Monitor changes to individual retirement account regulations and ensure procedures are updated to comply with regulations. In connection with the Quality Assurance test group, develop and maintain IRA content to be communicated to the field staff. Open all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. Provide inbound phone call support back up for the Personal Banking department. Compile daily and monthly reports as needed for the department. What skills & qualifications do you need? Education High School Diploma (College Degree Preferred) Work Experience 3 to 5 years of banking or financial services experience required 1 year of contact or call center experience preferred 1 year of First Command experience preferred Required Knowledge, Skills, and Abilities Advanced industry knowledge regarding banking regulations including but not limited to individual retirement accounts. Excellent working knowledge of regulatory (IRS, FRB) requirements imposed upon First Command Bank specific to business operations. Advanced knowledge of all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. Comprehensive understanding of individual retirement accounts, including but not limited to; documentation and processing, conversions, contributions distributions, transfers and re-characterizations. Continued pursuit of industry knowledge specific to products, services, features, developments and benefits. Superior customer service skills and the ability to collaboratively work with Clients, Advisors, and internal/external business partners, as needed, to resolve highly complex inquiries and issues. Advanced analytical, data-mining and problem solving skills with the ability to analyze trends and identify and communicate problems or concerns. Demonstrate confidence, skill and professionalism demanded in this role to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. LI-NC1 LI-Hybrid

How will this role impact First Command? The Field Support Consultant (FSC) is responsible for providing World Class Service through multiple service channels. The primary role of the Consultant is the fulfillment of incoming product and service requests from the field. The FSC is also responsible for driving growth through enrichment in retail banking, with a focus on customer-centric quality that will differentiate our client experience and deliver market leading service. This role is vitally important in building and maintaining strategic relationships with Field staff that will translate into a partnership. The FSC should show a mastery level of understanding in IRA transactions and tax reporting, as well as business, trust and estate account processing. Position handles a variety of duties while insuring that a World Class level of service is maintained, as well as insure all banking procedures are strictly followed to prevent loss to the organization. This role maintains a high level of accountability and collaboration through Field Support functions. What will the employee do in this role? * Onboarding clients through multiple service channels and fulfilling service requests, including but not limited to new accounts, IRA transactions, inbound phone calls, secure messages and other correspondence. * Partner with the Field staff to ensure field service requests are handled effectively and timely. * Liaise with all bank support departments (QC, Operations, Internal Audit, Legal, Compliance, etc.) to ensure the team's services are operationally sound. * Research, resolve and respond to advanced inquiries demonstrating a masterful ability to communicate concepts and strategies. * Demonstrate the ability to make time sensitive risk management decisions within the scope of duties and level of empowerment. * Process a variety of highly complex financial transactions accurately and timely within departmental standards and regulatory required timeframes. * Enhance and grow relationships with Advisors, Home Office Employees and Clients in an effort to enrich banking product and service knowledge across the organization. * Drive process improvements through regular monitoring, maintenance, and establishment of departmental procedures and user guides. * Develop and implement training to improve overall departmental production and quality. * Compile, organize and report on production and quality information to identify trends and collaborate to improve processes. * Review individual retirement account transactions to ensure proper tax reporting, and coordinates corrections as needed. * Monitor changes to individual retirement account regulations and ensure procedures are updated to comply with regulations. * In connection with the Quality Assurance test group, develop and maintain IRA content to be communicated to the field staff. * Open all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. * Provide inbound phone call support back up for the Personal Banking department. * Compile daily and monthly reports as needed for the department. What skills & qualifications do you need? Education * High School Diploma (College Degree Preferred) Work Experience * 3 to 5 years of banking or financial services experience required * 1 year of contact or call center experience preferred * 1 year of First Command experience preferred Required Knowledge, Skills, and Abilities * Advanced industry knowledge regarding banking regulations including but not limited to individual retirement accounts. * Excellent working knowledge of regulatory (IRS, FRB) requirements imposed upon First Command Bank specific to business operations. * Advanced knowledge of all bank account types including checking, money market, trust, estate, business, CDs and individual retirement accounts. * Comprehensive understanding of individual retirement accounts, including but not limited to; documentation and processing, conversions, contributions distributions, transfers and re-characterizations. * Continued pursuit of industry knowledge specific to products, services, features, developments and benefits. * Superior customer service skills and the ability to collaboratively work with Clients, Advisors, and internal/external business partners, as needed, to resolve highly complex inquiries and issues. * Advanced analytical, data-mining and problem solving skills with the ability to analyze trends and identify and communicate problems or concerns. * Demonstrate confidence, skill and professionalism demanded in this role to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. LI-NC1 LI-Hybrid 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

About this role: Wells Fargo is seeking a Business Execution Consultant Military Apprentice to join our Military Talent Strategic Sourcing team. This role focuses on attracting and sourcing military veterans and military spouses for opportunities across the enterprise, while delivering an exceptional experience for candidates, partners, and stakeholders. In this role, you will: * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives. * Identify opportunities for process improvement by conducting root cause data of all compliance and business metrics. * Manage and triage incoming leads from a centralized inbox, ensuring timely distribution to Military Talent Liaisons for connection to resources, programs, and support. * Enhance and apply your Power BI and AI skills to develop insights that inform and guide strategic decisions for the Military Talent Strategic Sourcing team. * Determine areas of strength or Business Execution opportunity within defined scope of work. * Review and analyze strategies and action plans to establish effective processes while meeting performance metrics and policy expectations. * Utilize independent judgment to guide moderate risk deliverables. * Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business. * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business. * Collaborate and consult with leaders at all levels. * Apprentices within the U.S. Department of Labor accredited Apprenticeship program perform a variety of structured duties, including a combination of (however, not limited to) on-the-job training, coursework and mentorship, under the supervision of a hiring manager, program manager and a mentor. Apprenticeships are designed to assist in the professional development of an apprentice, in preparation for the post-apprenticeship role. Program Managers will facilitate an apprentice's required path for professional development. This ensures an apprentice will have gained the proficiency and obtained the required experience of a fully functioning Business Execution Consultant. Required Qualifications, US: * 1 year of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * Military experience in any branch of service: Army, National Guard, Air Force, Space Force, Navy, Marines, Coast Guard or Reserves. * Proficiency with Power BI, SQL, Tableau, or similar programs/systems. * Intermediate Microsoft Office skills. * Strong analytical skills with high attention to detail and accuracy. * Excellent verbal, written, and interpersonal communication skills. * Effective organizational, multi-tasking, and prioritizing skills. * Ability to work in a fast-paced deadline-driven environment. * Experience developing reports and metrics. * Experience analyzing metrics and articulating data trends. * Ability to research, analyze, document, and present organizational metrics that drive business decisions. * Microsoft Excel spreadsheets experience importing, exporting, and manipulating data. * Experience conducting root cause analysis for data-driven process-related improvements. * Good analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions. * Experience with synthesizing data from multiple sources and presenting it in appropriate formats. Job Expectations: * Enrollment into Wells Fargo's DOL Registered Apprentice Program is required. Apprentices are considered full-time employees within the program. As such, Apprentices are expected to not only uphold and adhere to Wells Fargo and the Apprenticeship Program, but also expected to follow Wells Fargo's prescribed policies, procedures, and employee expectations. * Ability to work at one of the approved locations in the job posting. * This position offers a hybrid work schedule. * This position is not eligible for visa sponsorship. Posting Locations: * 2222 West Rose Garden Lane, Phoenix, Arizona * 800 South Jordan Creek Parkway - West Des Moines, Iowa * 401 South Tryon Street - Charlotte, North Carolina * 401 Las Colinas Boulevard, West Building B - Irving, Texas * 4101 Wiseman Boulevard, Building 308 - San Antonio, Texas * 550 South 4th Street - Minneapolis, Minnesota * 1801 Park View Drive - Minneapolis, Minnesota U.S. Only - Pay Range: Minneapolis - Minnesota Pay Range: $37.02 - $58.17 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.02 - $63.94 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 27 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. Provides clear communication regarding the roles of each individual involved in the onboarding process. Collaborates with team members to continuously improve implementation processes. Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. Ensures internal department's completion of tasks by the scheduled due date. Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. Provide guidance to clients and financial advisors to fully inform and educate then on on-going administrative services provided by FuturePlan. Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. Proficiency in MS-Office software applications, including Excel and Word. 1-3 years of industry experience in financial services or retirement services environment is preferred. Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations. Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. Ability to work in a team environment to ensure common goal of providing exceptional customer service. Ability to react to change productively and handle other essential tasks as assigned. Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Must possess strong facilitation, negotiation, and conflict resolution skills. Ability to escalate issues to appropriate levels within an organization. Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Ensures internal department's completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide guidance to clients and financial advisors to fully inform and educate then on on-going administrative services provided by FuturePlan. * Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Relius, ASC, FT William or similar administration recordkeeping system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Computer literacy with recordkeeping systems and trust systems; and experience with plan reconciliations. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

**About this role:** Wells Fargo is seeking a Business Execution Consultant Military Apprentice to join our Military Talent Strategic Sourcing team. This role focuses on attracting and sourcing military veterans and military spouses for opportunities across the enterprise, while delivering an exceptional experience for candidates, partners, and stakeholders. **In this role, you will:** + Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives. + Identify opportunities for process improvement by conducting root cause data of all compliance and business metrics. + Manage and triage incoming leads from a centralized inbox, ensuring timely distribution to Military Talent Liaisons for connection to resources, programs, and support. + Enhance and apply your Power BI and AI skills to develop insights that inform and guide strategic decisions for the Military Talent Strategic Sourcing team. + Determine areas of strength or Business Execution opportunity within defined scope of work. + Review and analyze strategies and action plans to establish effective processes while meeting performance metrics and policy expectations. + Utilize independent judgment to guide moderate risk deliverables. + Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business. + Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business. + Collaborate and consult with leaders at all levels. + Apprentices within the U.S. Department of Labor accredited Apprenticeship program perform a variety of structured duties, including a combination of (however, not limited to) on-the-job training, coursework and mentorship, under the supervision of a hiring manager, program manager and a mentor. Apprenticeships are designed to assist in the professional development of an apprentice, in preparation for the post-apprenticeship role. Program Managers will facilitate an apprentice's required path for professional development. This ensures an apprentice will have gained the proficiency and obtained the required experience of a fully functioning Business Execution Consultant. **Required Qualifications, US:** + 1 year of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + Military experience in any branch of service: Army, National Guard, Air Force, Space Force, Navy, Marines, Coast Guard or Reserves. + Proficiency with Power BI, SQL, Tableau, or similar programs/systems. + Intermediate Microsoft Office skills. + Strong analytical skills with high attention to detail and accuracy. + Excellent verbal, written, and interpersonal communication skills. + Effective organizational, multi-tasking, and prioritizing skills. + Ability to work in a fast-paced deadline-driven environment. + Experience developing reports and metrics. + Experience analyzing metrics and articulating data trends. + Ability to research, analyze, document, and present organizational metrics that drive business decisions. + Microsoft Excel spreadsheets experience importing, exporting, and manipulating data. + Experience conducting root cause analysis for data-driven process-related improvements. + Good analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions. + Experience with synthesizing data from multiple sources and presenting it in appropriate formats. **Job Expectations:** + Enrollment into Wells Fargo's DOL Registered Apprentice Program is required. Apprentices are considered full-time employees within the program. As such, Apprentices are expected to not only uphold and adhere to Wells Fargo and the Apprenticeship Program, but also expected to follow Wells Fargo's prescribed policies, procedures, and employee expectations. + Ability to work at one of the approved locations in the job posting. + This position offers a hybrid work schedule. + This position is not eligible for visa sponsorship. **Posting Locations:** + 2222 West Rose Garden Lane, Phoenix, Arizona + 800 South Jordan Creek Parkway - West Des Moines, Iowa + 401 South Tryon Street - Charlotte, North Carolina + 401 Las Colinas Boulevard, West Building B - Irving, Texas + 4101 Wiseman Boulevard, Building 308 - San Antonio, Texas + 550 South 4th Street - Minneapolis, Minnesota + 1801 Park View Drive - Minneapolis, Minnesota **U.S. Only - Pay Range:** Minneapolis - Minnesota Pay Range: $37.02 - $58.17 USD Hourly **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.02 - $63.94 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 27 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-511570

About this role: Wells Fargo is seeking a Business Execution Consultant Military Apprentice to join our Military Talent Strategic Sourcing team. This role focuses on attracting and sourcing military veterans and military spouses for opportunities across the enterprise, while delivering an exceptional experience for candidates, partners, and stakeholders. In this role, you will: * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives. * Identify opportunities for process improvement by conducting root cause data of all compliance and business metrics. * Manage and triage incoming leads from a centralized inbox, ensuring timely distribution to Military Talent Liaisons for connection to resources, programs, and support. * Enhance and apply your Power BI and AI skills to develop insights that inform and guide strategic decisions for the Military Talent Strategic Sourcing team. * Determine areas of strength or Business Execution opportunity within defined scope of work. * Review and analyze strategies and action plans to establish effective processes while meeting performance metrics and policy expectations. * Utilize independent judgment to guide moderate risk deliverables. * Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business. * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business. * Collaborate and consult with leaders at all levels. * Apprentices within the U.S. Department of Labor accredited Apprenticeship program perform a variety of structured duties, including a combination of (however, not limited to) on-the-job training, coursework and mentorship, under the supervision of a hiring manager, program manager and a mentor. Apprenticeships are designed to assist in the professional development of an apprentice, in preparation for the post-apprenticeship role. Program Managers will facilitate an apprentice's required path for professional development. This ensures an apprentice will have gained the proficiency and obtained the required experience of a fully functioning Business Execution Consultant. Required Qualifications, US: * 1 year of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * Military experience in any branch of service: Army, National Guard, Air Force, Space Force, Navy, Marines, Coast Guard or Reserves. * Proficiency with Power BI, SQL, Tableau, or similar programs/systems. * Intermediate Microsoft Office skills. * Strong analytical skills with high attention to detail and accuracy. * Excellent verbal, written, and interpersonal communication skills. * Effective organizational, multi-tasking, and prioritizing skills. * Ability to work in a fast-paced deadline-driven environment. * Experience developing reports and metrics. * Experience analyzing metrics and articulating data trends. * Ability to research, analyze, document, and present organizational metrics that drive business decisions. * Microsoft Excel spreadsheets experience importing, exporting, and manipulating data. * Experience conducting root cause analysis for data-driven process-related improvements. * Good analytical skills including strategically analyzing data, diagnosing opportunities, and providing interventions. * Experience with synthesizing data from multiple sources and presenting it in appropriate formats. Job Expectations: * Enrollment into Wells Fargo's DOL Registered Apprentice Program is required. Apprentices are considered full-time employees within the program. As such, Apprentices are expected to not only uphold and adhere to Wells Fargo and the Apprenticeship Program, but also expected to follow Wells Fargo's prescribed policies, procedures, and employee expectations. * Ability to work at one of the approved locations in the job posting. * This position offers a hybrid work schedule. * This position is not eligible for visa sponsorship. Posting Locations: * 2222 West Rose Garden Lane, Phoenix, Arizona * 800 South Jordan Creek Parkway - West Des Moines, Iowa * 401 South Tryon Street - Charlotte, North Carolina * 401 Las Colinas Boulevard, West Building B - Irving, Texas * 4101 Wiseman Boulevard, Building 308 - San Antonio, Texas * 550 South 4th Street - Minneapolis, Minnesota * 1801 Park View Drive - Minneapolis, Minnesota U.S. Only - Pay Range: Minneapolis - Minnesota Pay Range: $37.02 - $58.17 USD Hourly Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $37.02 - $63.94 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 27 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

About this role: Wells Fargo is seeking a Lead Business Execution Consultant to play a key role in ongoing remediation efforts leading line of business & data requirements & execution of deliverables in support of BSA/AML Data Strategy and solutions. In this role, you will: * Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives * Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate * Review strategic approaches and effectiveness of support function and business performance * Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives * Influence, guide and lead less experienced Strategy and Execution staff within the group Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Knowledge and understanding of regulatory compliance requirements surrounding Bank Secrecy Act (BSA)/Anti Money Laundering (AML) requirements. * Proficiency in project management tools (e.g., MS Project, Jira, etc.). * ·Strong risk management and change management capabilities. * Experience in process improvement and performance metrics tracking. * Prior experience working with technology and data teams * Prior experience working in a financial services banking capacity with a well-rounded understanding of various banking areas/functions including operational risk management. * Experience leading medium to large-scale change initiatives, especially within financial services. Job Expectations: * This position offers a hybrid work schedule * Adherence to in-office attendance expectations * This position is not eligible for Visa sponsorship. Work Locations: Charlotte, North Carolina Irving, Texas Posting End Date: 30 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Lead Business Execution Consultant to play a key role in ongoing remediation efforts leading line of business & data requirements & execution of deliverables in support of BSA/AML Data Strategy and solutions. **In this role, you will:** + Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives + Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate + Review strategic approaches and effectiveness of support function and business performance + Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations + Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans + Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives + Influence, guide and lead less experienced Strategy and Execution staff within the group **Required Qualifications:** + 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Knowledge and understanding of regulatory compliance requirements surrounding Bank Secrecy Act (BSA)/Anti Money Laundering (AML) requirements. + Proficiency in project management tools (e.g., MS Project, Jira, etc.). + ·Strong risk management and change management capabilities. + Experience in process improvement and performance metrics tracking. + Prior experience working with technology and data teams + Prior experience working in a financial services banking capacity with a well-rounded understanding of various banking areas/functions including operational risk management. + Experience leading medium to large-scale change initiatives, especially within financial services. **Job Expectations:** + This position offers a hybrid work schedule + Adherence to in-office attendance expectations + This position is not eligible for Visa sponsorship. **Work Locations:** Charlotte, North Carolina Irving, Texas **Posting End Date:** 30 Jan 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514075

JOB SUMMARY This position builds and maintains strong member relationships by providing prompt, reliable, and courteous service when assisting members with deposit-related and consumer-lending products by identifying member needs. ESSENTIAL FUNCTIONS May include any and/or all of the following: * Actively listen and respond to employee and member inquiries, suggestions, requests, and concerns while providing exceptional service. * Originate, evaluate, authorize approval, process, and disburse consumer loans within authority. * Provide in lobby and consumer lending assistance by processing loans and working with members. * Process transaction requests by credit union members * Evaluate and decision in lobby account openings including mortgage accounts, balancing service to the member and risk to the credit union. * Evaluate and decision the closings of accounts or decisioning the reopening of a closed account, balancing service to the member and risk to the credit union. * Complete and process documentation for IRA deposits, withdrawals, rollovers, and transfers on behalf of the member. * Analyze and decision waiving of penalties and fees. * Perform other member service duties including but not limited to: redeeming savings bonds, researching member inquiries, performing notaries, etc. * Process and print new and replacement cards. * Counsel members on account management and provide guidance, information and tools as needed i.e. account balancing, spending management, improving credit, etc. * Have a good working knowledge of our products and services and the benefits they provide to members. * Offer products and services to members explaining how the recommendation will benefit them. * Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union. * Assist members with questions regarding their mortgage, credit cards and credit resolution issues, etc. * Complete outbound calling initiatives to increase product and service usage and build stronger relationships with members. * Rotate between assisting credit union members from the teller line and member consultants desks as directed by manager * Perform opening and closing duties ensuring all security measures and procedures are adhered to on a daily basis. * Provide assistance to outside branches and other departments with questions. * Successfully complete all applicable compliance training and testing. * Participate in business development activities including community partner relations. * Assist Spanish-speaking members when applicable. * Assist in Contact Center as assigned. * Participate in ongoing training to ensure proper procedures are implemented and followed. * Assist with approving and evaluating transactions for others and providing overrides. * Assist members in opening, closing and accessing safe deposit boxes while ensuring the security of the safe deposit area, including monitoring access and maintaining confidentiality. * Participate on project and teams as assigned. * Perform other duties and responsibilities as assigned. KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS * Knowledge of: * * Modern office equipment * Technology and various software programs the Credit Union utilizes to do business with its members * Credit Union products and services * Member Service functions, operations, regulations, and procedures to process members requests and answer questions * Ability to: * Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form * Organize and prioritize in order to meet deadlines * Solve practical problems and deal with variables in situations * Write routine reports and correspondence and speak effectively before members and employees * Skill in: * Excellent communication and interpersonal skills to effectively work with members and co-employees * Typing and personal computer QUALIFICATIONS Critical Development Experiences: Pursue opportunities for professional growth and development through training, education and self-study Successfully complete all applicable compliance training and testing Education and experience equivalent to: A minimum of one year up to three years of similar or related experience, including prepatory experience. A high school degree or equivalent. REQUIREMENTS Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members. REGULATORY COMPLIANCE & CONFIDENTIALITY Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union. This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible. Equal Opportunity Employer/Veterans/Disabled Truity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact ************ or