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  • Sr. Training Specialist (INSURANCE CLAIMS)

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** This role is a dedicated training position for Claims that resides in the Knowledge Management & Customer Experience group. The primary function of this role is to train and audit new and existing staff in all products including appropriate claim handling. Ensures that claim personnel follow consistent policy interpretation, minimizes legal risks, identifies emerging trends and ensures contractual obligations are met. This individual should have a thorough understanding of claim handling process and procedures and minimum of 2 years of experience in handling claims appropriately in accordance with the corporate claim philosophy, policy provisions and appropriate state and federal laws. Assist in the evaluation and coordination of process changes and training due to new workflows, automation and/or new products. Oversee that knowledge transfer of trainees is adequate for their successful integration into the claims department, allowing them the ability to meet Key Performance Indicators (KPIs) and Service Standards. Works regularly with claims staff and managers, directors and officers of the Claim Organization to train and coach as needed based on feedback engages in dialogue with Legal, Compliance and potentially other areas of the company when modifying training and procedures. Frequently engages in dialogue with Legal, Compliance and potentially other areas of the company when modifying training and procedures. Deliver training for various departments, create and maintain training materials. Key Accountabilities + Deliver new hire training.Deliver ongoing functional and professional development training + Maintain, update and create new knowledge materials (training, procedures, processes, etc.); manage VB repository sections + Administer quality program (audits, feedback, coaching) + Track and administer VB-wide onboarding program + Process improvement:track trends for input into process improvement, map processes, outline procedures, facilitate cross-functional improvement sessions + Other duties as needed/assigned Minimum Requirements + Learning & Development experience - 5 years minimum + Excellent training skills + Excellent facilitation skills + Strong analytical, problem-solving and interpersonal skills + Strong project management skills + Excellent communication skills both written and verbal + Ability to coordinate and prioritize multiple activities simultaneously + Experience training in a call center environment + Experienced in various software applications such as Captivate, Publisher, Word, Excel and PowerPoint The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $61.4k-88.7k yearly 60d+ ago
  • Remote Capture Clerk

    Trustmark 4.6company rating

    Trustmark Job In Jackson, MS Or Remote

    The purpose of this job is to balance incoming remote capture POD runs from the branches and other locations using the remote capture system. reports 100% in the office at our Downtown Corporate Office in Jackson, MS. Responsibilities * Keying and balancing POD runs on the remote capture system. * Perfect data to completion of image runs for posting purposes. * Keeping notes on POD run problems for branch phone calls. * Making phone calls to branches for rescanning of items. * Monitor incoming work, so workflow is maintained throughout the day. * Perform additional duties as assigned. Qualifications * High School education * 1 year of customer service experience * Knowledge of balancing process * General knowledge of debits and credits * General knowledge of Micr fields * General knowledge of teller documents and the proof function * Good communication skills (via phone and in person) * Good 10 key skills (testing required) (5000 Key Stokes with less than 20% error rate) * Ability to perform independently in a production environment, with little direct supervision * Ability to perform word processing and basic spreadsheet functions * 1 year teller, remote capture, or proof experience preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $28k-31k yearly est. 60d ago
  • VP, Controller

    SECU 4.2company rating

    Linthicum, MD Job

    Job Description This position requires that the incumbent lives within commuting distance to our corporate office in Linthicum, MD. Who we are: At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. Every employee at SECU contributes to our members' financial well-being, and we’ll always do what’s right for our members, employees, and communities. Feel good about what you do. Belong to a place where you matter and can make a difference. What you will do: As a VP, Controller, you will be responsible for the overall leadership of the Accounting function to ensure quality internal and external financial reporting and controls are in place in accordance with GAAP and financial regulations. The VP, Controller, adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. A day in your life might include: Supervise Finance & Accounting staff to ensure quality internal and external financial reporting in accordance with GAAP and financial regulations for SECU, S3, SECU MD Foundation and CUSO’s. Assist in the preparation of SECU, S3 and SECU MD Foundation budgets, forecasting and variance analysis. Oversee the preparation of the quarterly NCUA Call Report as well as SECU's UBIT filings. Responsible for overseeing the preparation of the monthly Board Finance Committee package. Manage correspondent relationships and oversee the monitoring of bank accounts to ensure SECU maintains required reserves at the Federal Reserve Bank and appropriate balances at correspondent banks. Support the daily cash management funding function along with the CFO and Senior Treasury Analyst. Responsible for accuracy and timeliness of general ledger account reconciliations. Lead and supervise the accounting staff responsible for daily cash management, daily balancing functions, payroll, monthly journal entries and accounts payable accounting. Set departmental goals and objectives and prioritize workload to ensure goals and deadlines are achieved. Also oversee investment and derivative accounting. Represent the Finance and Accounting department on various cross-functional project teams. Manage SECU internal and external auditor relationships, including preparation of annual report and footnotes. Maintain internal controls to protect company assets and ensure the accuracy of financial records. Manage and development Finance & Accounting staff. What we need from you: Takes personal responsibility for decisions, actions, failures and overall deliverables Utilizes oral and written communication to enhance relationships across the organization Clearly communicates information, thoughts and ideas in a clear, concise and organized manner Relates comfortably with people across levels, functions, culture, and geography Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment Adjusts effectively to work within new work structures, processes, requirements, or cultures Demonstrates an understanding of SECU’s culture, core values, mission and strategic priorities as it relates to one’s work and overall performance Deep understanding of accounting principles, financial reporting, and compliance with regulations. Ability to analyze financial data, identify trends, and provide actionable insights. Strong leadership to guide the accounting team and foster collaboration. Skills in budgeting, forecasting, and aligning financial strategies with organizational goals. Capability to address financial challenges and optimize processes. Supervisory Responsibilities (if applicable) Supervising staff, including accountants and department leadership, to ensure accurate and timely financial reporting. Education Requirements Bachelor’s degree in accounting with a Certified Public Accountant (CPA) designation required. Experience Requirements 7+ years of experience managing a high-volume accounting function, preferably in a financial services institution. Strong familiarity with GAAP and FASB Accounting Standards with an extensive knowledge of financial reporting and general ledger reconciliations. Ability to analyze financial data, identify trends, and make sound decisions. Excellent verbal and written communication skills. Strong organizational skills with great attention to detail. Proficient in Microsoft Office, specifically Word, Excel, PowerPoint, and Outlook. Highest quality of customer service to both internal and external customers. Physical Requirements: . Must be able to remain in a stationary position, often standing or sitting for prolonged periods Must be able to lift up to 25 pounds Compensation Information: Offers will be commensurate with experience and education. Please Note: the budget for this role is $180,000-$200,000. Salary: Min. $170,400 – Max. $306,800 Other Compensation Includes: Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
    $180k-200k yearly 13d ago
  • Associate Customer Service Representative Everyday Banking

    Wells Fargo 4.6company rating

    Roanoke, VA Job

    About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Escalate questions and issues to more senior employees Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training and Schedule: * You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 8/25 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. * Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: * Starting rate $20.00 per hour Posting Location(s): * 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 4 Jul 2025 * 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.
    $20 hourly 7d ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Washington, DC Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $87k-122k yearly est. 20d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Washington, DC Job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $65k-113k yearly est. 60d+ ago
  • Senior Sales Consultant

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. Responsible for selling self-funded health products almost exclusively via telephone and Internet (e.g., chat, email, video conferencing, etc.) then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. Key Accountabilities + Career development position possessing a working understanding of company products. + Utilizes sales techniques effectively and develops familiarity with industry and product. + Completes sales with minimal supervision. + Receives assistance from senior sales consultants on more complex sales. + Begins to establish and maintain a network of contacts. + Demonstrates the ability to identify and cultivate sales from new and/or existing clients. + Completes moderately complex sales. + Utilizes developing knowledge of product and industry to recommend best solutions for customer. + Typically services small to mid-size accounts and has increasing revenue responsibility. Minimum Requirements + Bachelor's Degree with 2 - 4 years of relevant sales experience OR High School Diploma or GED with 4 - 6 years relevant sales experience. + Active life and health license preferred or must complete within 90 days of hire with company support. + Consultative sales expertise required. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fifth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $61.4k-88.7k yearly 60d+ ago
  • Senior Commercial Valuations Specialist

    Wells Fargo 4.6company rating

    Remote or Los Angeles, CA Job

    **About this role:** Wells Fargo is seeking a **Senior Commercial Valuations Specialist** to join the team. The role involves reviewing valuation assignments of complex commercial properties throughout the US and Canada to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers and managing internal and external business relationships. The ideal candidate should excel at working independently to meet production goals while maintaining high quality standards. Successful candidate will have an active - **Certified General Commercial Real Estate Appraisal Licenses.** **In this role, you will:** + Lead or participate in moderately complex initiatives and deliverables within Commercial Valuations functional area + Contribute to large-scale planning related to functional area deliverables + Analyze new equipment and equipment under lease to ensure values are accurate and the portfolio is sound + Be responsible for both residual valuation and remarketing for various industries + Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors + Resolve moderately complex issues and lead a Commercial Valuations team to meet project deliverables while leveraging solid understanding of Commercial Valuations functional area, policies, procedures and compliance requirements + Collaborate and consult with Commercial Valuations peers, colleagues, and middle level managers to resolve issues and achieve goals + Lead Commercial Valuations projects and teams, or serve as a mentor for less experienced individuals **Required Qualifications:** + 4+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Active state certified general appraisal license / certificate + Professional commercial valuation designation + Experience both as a fee appraiser and a financial institution (or similar) review appraiser + Clear and concise written and oral communication skills + Advanced technical skills with Microsoft Office (Excel, Word, PowerPoint, Teams) and appraisal-related tools including Argus Enterprise and Parcel/Collateral C360 + Outstanding organizational, analytical, and problem-solving skills with high attention to detail and accuracy + Ability to take initiative, meet deadlines, and work independently with minimal supervision in a structured environment + Interact with integrity and a high level of professionalism with all levels of staff and management **Job Expectations:** + Valid, state-issued driver's license plus access to reliable transportation + Availability of reliable internet service + Ability to travel up to 10% of the time + 100% remote location **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. $84,000.00 - $164,400.00 **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:** 10 Jun 2025 ***** **_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-461384
    $44k-62k yearly est. 8d ago
  • Wealth Management Specialist (FP)

    Bank of America 4.7company rating

    Huntingtown, MD Job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns Documents client interactions and provides team members with time sensitive updates Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided Provides advice and assists with training for team members Skills: Account Management Business Acumen Customer Service Management Client Management Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Process Simplification Role Requirements Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”) Obtain and/or maintain at least one firm approved designation Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management Possess and demonstrate strong communication skills Understanding of how to deliver a strong overall client experience Thorough knowledge and understanding of the suite of Wealth Management products and services Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once Strong partnership and relationship management skills; ability to work across functional areas and organizational lines/levels Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority Analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals to support responsible growth Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031) Pay and benefits information Pay range$49,920.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $49.9k-100k yearly 60d+ ago
  • Centralized Merchant Consultant

    Bank of America 4.7company rating

    Richmond, VA Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Job Description:** This job is responsible for providing payment processing solutions to small business clients in a phone-based environment primarily through referrals from an assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and providing solutions to meet their business needs. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. **Responsibilities:** + Leverages consultative sales processes to provide merchant payment solutions for small business clients via channels such as Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls + Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations + Adheres to schedule managed by the workforce management team to ensure adequate phone coverage in contact center environment + Collaborates with internal partners and clients to determine payment processing needs and acts as a champion for clients by connecting expertise across the company to help achieve their goals + Identifies opportunities proactively and develops a pipeline for sales opportunities through inbound and self-scheduled outbound calling activities + Determines prospect external sources such as association relationships, centers of influence, and vendor relationships among others and may be required to attend trade shows as assigned + Adapts to an ever changing payment processing environment, maintains accurate records, and adheres to Service Level Agreements **Skills:** + Client Experience Branding + Client Solutions Advisory + Customer and Client Focus + Payment Processing + Pipeline Management + Consulting + Credit Documentation Requirements + Oral Communications + Referral Management + Written Communications + Financial Analysis + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Prospecting **Required Qualifications:** + Customer focus + Relationship building + Oral and written communication + Time management + Consultative sales + Pipeline management + Problem solving + Teamwork + Presentation skills + Telephone sales + Referral sales + 2 to 4+ years of sales experience + Technical expertise + Highly motivated to succeed in a performance driven environment + Available to work 12PM - 9PM Monday - Friday **Desired Qualifications:** + Business Acumen: Industry knowledge in healthcare, retail, restaurant, business to business and ISV + Merchant products and solutions + Multi-lingual ability is a plus + Bilingual in Spanish preferred + Learning agility + CRM (Client Relationship Management System) **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $56k-81k yearly est. 16d ago
  • Device and Non Monetary Fraud Lead Analyst

    Bank of America Corporation 4.7company rating

    Richmond, VA Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). Account Takeover (ATO) persists as one of the most prevalent threats within the fraud landscape today. This, coupled with the expansion of our digital capabilities, and the wide array of compromised information available for purchase, has increased the scope and complexity of effectively detecting, mitigating and monitoring ATO risk within the Bank's ecosystem. The Fraud Prevention and Detection organization relies heavily on our understanding of current fraudster tactics to expand our capabilities, reduce customer friction, and make strategic investment decisions. Data related to customer profiles and online banking login events hold an important key to securing best-in-class fraud performance and exceptional customer experiences. The selected candidate will work closely with the Cross-Functional teams and internal stakeholders to minimize process gaps and deliver on organizational loss goals. Device and Non Monetary Fraud and Innovation Senior Analyst- This job is responsible for performing complex analyses of online logins, device characteristics, and other non-monetary data to minimize fraud loss exposure and negative impacts to the customer experience. Key duties include analytical support on strategy creation and optimization, proposal of policy/procedural changes, and partner engagement within a complex stakeholder matrix. Responsibilities: * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights * Deriving actionable insights from complex data * Investigation and root cause analysis of major fraud losses and emerging trends * Implementing incremental fraud mitigation controls in partnership with functional stakeholders * Developing effective monitoring and oversight for cross-functional processes, inclusive of performance reporting and newly identified opportunities for collaboration across teams * Supporting processes related to initiative management, including impact assessments, business case development, and capability roadmap development Required Qualification: * 4+ years of fraud, cyber, or risk analyst experience developing and/or optimizing mitigation strategies or managing large fraud programs/initiatives * 3+ years of SQL and/or SAS coding ability * Excellent communication and presentation skills * Ability to identify opportunities for improvement and work autonomously with minimal direction * Expertise in building and managing stakeholder relationships and presenting to senior leaders * Ability to work in a fast-paced, dynamic environment Desired Qualifications: * B.A./B.S in Computer Science, Data Science, Statistics or related field * Advanced degree in Computer Science, Data Science, Statistics, or related field * Fraud or Claims background with focus on Online Banking, Account Takeover, and/or authentication * Understanding of statistical methods for developing performance metrics * Familiarity with data visualization tools, preferably Tableau * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Proficiency coding in SAS and/or Python and using Hadoop Impala/Hive * Familiarity with code automation Shift: 1st shift (United States of America) Hours Per Week: 40
    $71k-103k yearly est. 15d ago
  • Lead Commercial Loan Closing Specialist

    Wells Fargo 4.6company rating

    Roanoke, VA Job

    About this role: Wells Fargo is seeking a Lead Commercial Loan Closing Specialist in Agency Servicing as a part of Commercial Banking Operations Division. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Complete pre-close and post-close documents for the most complex commercial real estate loans * Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance * Evaluate and upload data into the systems of record * Research complex business and operational decisions * Review and prepare loan related documents * Ensure compliance with all policies, procedures and regulatory requirements * Provide guidance and training to peers and may have limited supervisory responsibilities * Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals * Interact with internal and external customers * Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: * 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of Loan IQ experience * 3+ years of Syndicated Loan experience Desired Qualifications: * Ability to interpret Complex Syndicated Credit Agreements * Proficient in Commercial Loan Documentation review * Experience in handling customer and business partner escalations * Experience in managing complex pipelines * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Sound 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 in report analysis and compilation * Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Location: * 1525 W W T Harris Blvd, Charlotte, NC * 600 S 4th St Minneapolis, MN * 7711 Plantation Rd, Roanoke, VA Additional Information: * You should be aware that specific compliance policies may apply regarding outside activities and/or personal investing. Requirements may include pre-clearing outside activities, transferring brokerage accounts to a designated broker, trade pre-clearance, minimum holding period, monitoring of trading activity, etc. Affected employees will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements. If you would like additional information to help assess impact, please discuss with your hiring manager or contact the Personal Account Dealing Team at **********************. Otherwise, more detailed information will be provided after you join Wells Fargo. #Commercialbanking 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. $75,600.00 - $149,400.00 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: 11 Jun 2025 * 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.
    $75.6k-149.4k yearly Easy Apply 7d ago
  • SENIOR LEAD CRE HEALTHCARE PORTFOLIO MANAGER

    Wells Fargo 4.6company rating

    Washington, DC Job

    About this role: Wells Fargo is seeking an experienced Commercial Real Estate Portfolio Manager for the Healthcare Real Estate Finance and Manufactured Housing Communities groups within Wells Fargo's Specialty Real Estate Finance (SREF) to be responsible for day-to-day management of the SREF loan portfolios. In this role, you will: * Engage stakeholders and internal partners associated with the Commercial Real Estate Portfolio Management functional area * Work in conjunction with the Coverage Banking team to support new originations and closings, and assume responsibility of the asset management of the loans post-closing * Work with the Loan Administration, Disbursement Administration and Treasury Management teams to manage loan modifications, as-of-right extensions, earnouts, cash management, construction draws, TM approvals, and establish quality control over all processes * Ensure all loans are appropriately hedged and work with the Credit and FX/Derivatives teams to develop hedging solutions for the client and ensure clear communication by the IBCM team * Lead and develop junior level team members and manage timely delivery of work product to meet deadlines and closings * Monitor, review, and quality control Annual Financial Reviews for loan grading justifications and ongoing quarterly financial reporting * Manage the preparation, coordination, quality level, and presentation of the quarterly portfolio reporting processes to the SREF Credit team * Drive operational efficiency, including transitions of work to WF India and leverage technology to improve productivity and client service * Identify and recommend opportunities for process improvement, quality data control, and risk control development * Utilize experience with credit policy and regulatory matters to lead collaboration around broad CRE level credit and operational risk efforts * Collaborate with the CRE Portfolio Management Team, the COO team, Risk and Control, Technology, CRE Control, CRE Internal Risk Management (IRM), Audit, Finance, Treasury, and Legal departments to execute and lead efforts to develop systems and solutions in the reporting and optimization of the SREF loan portfolios * Make decisions and resolve issues regarding resources, objectives, and the day to day operations of the CRE Portfolio Management functional area and team to meet business objectives * Collaborate and consult with peers, colleagues, and multiple level managers, as well as interact directly with external customers for the asset management of the SREF loan portfolios * Provide input on special CRE special projects and initiatives, leading as applicable Required Qualifications: * 7+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * In depth knowledge and understanding of commercial real estate lending, underwriting, loan structuring and capital markets * Solid background in managing healthcare real estate portfolios * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Experience developing and cultivating professional relationships internally and externally * Ability to interact with all levels of an organization and work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Ability to work independently with sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations * Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management * A Bachelor's Degree or higher in accounting, finance, real estate, or other applicable degree Job Expectations: * This position is not eligible for Visa sponsorship * Ability to travel (approx.10% or as needed) * Ability to work additional hours as needed Posting Locations: * 1700 K St NW, Washington, D.C. * 550 S Tryon St, Charlotte NC This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. 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. $144,400.00 - $300,000.00 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: 13 Jun 2025 * 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.
    $99k-143k yearly est. 7d ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. **Key Accountabilities** + Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry. + Utilizes knowledge of industry/clients to recommend updates to product offerings. + Sales completed with little to no supervision. + Maintains an established network of contacts. + Demonstrates strong ability to identify and cultivate sales from new and/or existing clients. + Completes complex sales. + Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer. + Typically has established base of accounts and stable revenue responsibility. **Minimum Requirements** + Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must be able to model consultative sales skills to less experienced staff. + Capable of presenting to executive audience; appropriately assertive. + Knowledgeable in self-funded benefit plan designs for small - mid size businesses. + Demonstrated history of sales success Brand: Trustmark We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $97k-124k yearly est. 60d+ ago
  • Physical Security Specialist (Part-Time)

    SECU 4.2company rating

    Maryland Job

    SECU is hiring a part-time Physical Security Specialist to work in our corporate and branch locations within Maryland. This person will work approximately 25 hours per week. The Physical Security Specialist will perform physical security-related tasks to support the needs of the SECU, including satisfying requests for facility access and ensuring surveillance systems function optimally. Responsibilities include responding to alarm calls, managing visitor access at SECU headquarters, and overseeing badge credentials for employees and tenants. Additionally, this role will assist with the facility security program to enhance safety and prevent unauthorized access to secure areas. The position also requires being "on call" for events that may impact the Credit Union after hours. This is a part-time role. The Physical Security Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. A day in your life might include: Visitor Management: Greets and assists visitors: Welcomes visitors in a professional manner, either in person or over the telephone, addressing inquiries or directing them to the appropriate parties. Ensures proper identification: Verifies and records visitor identification according to company policies, ensuring adherence to security procedures. Monitors visitor access: Ensures that visitors are properly logged, issued visitor badges, and escorted to their intended locations as necessary, maintaining building security. Communicates with staff regarding visitor arrivals: Notifies relevant personnel of visitor arrivals and any deliveries, ensuring smooth coordination with internal departments. Maintains visitor management system: Updates and maintains accurate records of visitors, ensuring real-time accuracy and easy retrieval of information. Coordinates external deliveries: Manages and schedules external deliveries, ensuring they are directed to the correct receiving area and logged appropriately. Reports and addresses suspicious activity: Identifies and reports any unusual or suspicious behavior from visitors, following established security protocols. Maintains confidentiality: Handles visitor information in a secure and confidential manner, complying with privacy and data protection policies. Follows emergency protocols: Ensures that visitor information is readily available in case of an emergency and helps facilitate the safe evacuation or assistance of visitors as needed. Accommodates special needs of visitors: Assists with any specific needs or requirements of visitors, such as directing them to amenities or providing additional support as necessary. Disables access credentials for separated employees: Immediately deactivates access credentials for employees who have left the company, ensuring security is maintained. Conducts badge audits: Performs regular audits of access badges to ensure their proper use and compliance with company security standards. Monitors surveillance video: Continuously observes headquarters surveillance footage, reporting any suspicious or abnormal activity to appropriate personnel. This is not meant to be a full list of duties and responsibilities. What we need from you: Takes personal responsibility for decisions, actions, failures and overall deliverables Utilizes oral and written communication to enhance relationships across the organization Clearly communicates information, thoughts and ideas in a clear, concise and organized manner Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment Adjusts effectively to work within new work structures, processes, requirements, or cultures Demonstrates an understanding of SECU s culture, core values, mission and strategic priorities as it relates to one s work and overall performance Education/Experience Requirements High School Degree Required At least 5 years of experience in a field related to security, law enforcement, military service or financial services. Physical Requirements - Please add additional physical requirements to list provided below, if applicable. Must be able to remain in a stationary position, often standing or sitting for prolonged periods Must be able to lift up to 25 pounds The Physical Security Specialist is required to carry a firearm and maintain all necessary permits in accordance with applicable laws. Compensation Information: Offers will be commensurate with experience and education. Hourly Rate: Min. $21.35 Max. $32.02 Other Compensation Includes: Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.
    $72k-84k yearly est. 37d ago
  • Private Bank Associate

    Bank of America 4.7company rating

    Richmond, VA Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: • Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $47k-103k yearly est. 3d ago
  • Regional Sales Director Pacific Northwest

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** We are looking for a Regional Sales Director in the Pacific Northwest. Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. **Key Accountabilities** + Achieve annual new business sales, net growth & reenrollment objectives as assigned: + Demonstrate the value proposition to distribution partners. + Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts. + Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing. + Prospecting: + Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors. + Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace. + Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business. + Reporting & Analytics + Monitor and report on competition to evaluate Trustmark's position in the marketplace. + Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting. + Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool. + Other duties as needed/assigned. **Minimum Requirements** + 5 years of Voluntary product sales or equivalent work experience + Consultative sales experience required. + Experience generating and analyzing reports to enhance sales or customer experience. + Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions. + Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight. + Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner. + Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit. + Capable of operating the complete MS Office Suite The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $90,107.00 - $130,156.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fifth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $90.1k-130.2k yearly 60d+ ago
  • Case Underwriter III

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** The Case Underwriter III is responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. Underwriting authority is a maximum of 7,500 life case or $750,000 of annualized premium. + Negotiates non-standard broker arrangements and fully understands enrollment company strengths and weaknesses. + Acts in consultative manner with the sales with the intent of getting the most competitive offer to help the sales develop the most competitive proposal offer. + Proactively monitor the close ratio, participation and persistency results within their assigned regions. + Report results work closely with their sales representatives to develop an action plan to help increase results. + Investigates, analyzes and responds to complex internal or external underwriting inquiries and requests, coordinating with multiple internal departments as necessary. + Learns to underwrite pending files received for review and contestable claims files for underwriting. + Works with reinsurer on cases that require facultative review. + Provides training and mentoring to less experienced Underwriters. + Acts as the underwriting representative at producer VIP meetings for assigned territory. + Effectively explains underwriting process and rules and answer questions. **Minimum Requirements** + Bachelor's Degree and/or 4 - 6 years of related experience OR High School Diploma or GED with 6-8 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $69.8k-100.8k yearly 24d ago
  • Security Engineer II

    Trustmark 4.6company rating

    Trustmark Job In Washington, DC

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information. You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs. **Responsibilities:** + Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data. + Conduct vulnerability assessments and penetration testing to identify and mitigate risks. + Develop and implement security policies, standards, and procedures. + Monitor security systems and respond to incidents promptly and effectively. + Stay up-to-date with the latest cybersecurity threats and trends. + Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business. + Provide technical guidance and support to internal stakeholders. **Qualifications:** + Bachelor's degree in Computer Science, Information Technology, or a related field or + 3-5 Years of network engineering or cyber engineering experience + Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001). + Proficiency in network security, systems security, application security, and data security. + Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM). + Excellent problem-solving and analytical skills. + Strong communication and interpersonal skills. + Ability to work independently and as part of a team. **Preferred Qualifications:** + Certifications such as CISSP, CISA, or CEH. + Experience with cloud security (e.g., AWS, Azure, GCP). + Knowledge of scripting and programming languages (e.g., Python, PowerShell). Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $85k-109k yearly est. 60d+ ago
  • Case Underwriter III

    Trustmark 4.6company rating

    Trustmark Job In Richmond, VA

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** The Case Underwriter III is responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. Underwriting authority is a maximum of 7,500 life case or $750,000 of annualized premium. + Negotiates non-standard broker arrangements and fully understands enrollment company strengths and weaknesses. + Acts in consultative manner with the sales with the intent of getting the most competitive offer to help the sales develop the most competitive proposal offer. + Proactively monitor the close ratio, participation and persistency results within their assigned regions. + Report results work closely with their sales representatives to develop an action plan to help increase results. + Investigates, analyzes and responds to complex internal or external underwriting inquiries and requests, coordinating with multiple internal departments as necessary. + Learns to underwrite pending files received for review and contestable claims files for underwriting. + Works with reinsurer on cases that require facultative review. + Provides training and mentoring to less experienced Underwriters. + Acts as the underwriting representative at producer VIP meetings for assigned territory. + Effectively explains underwriting process and rules and answer questions. **Minimum Requirements** + Bachelor's Degree and/or 4 - 6 years of related experience OR High School Diploma or GED with 6-8 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $69.8k-100.8k yearly 24d ago

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Trustmark may also be known as or be related to Trustmark, Trustmark Bank, Trustmark Corporation and Trustmark National Bank.