United Heritage Credit Union jobs in Austin, TX - 14032 jobs
Insurance Sales Specialist (In-Office)
United Heritage Credit Union 3.9
United Heritage Credit Union job in Austin, TX
We have an exciting opportunity for an ambitious Insurance Sales Specialist that will grow our UHCU Insurance Services, LLC insurance agency! You will be responsible for the production of new insurance agency business while providing ongoing exceptional service to our existing members/clients. This position offers highly incentivized earnings (no cap or commission limits) for someone who is goal-oriented. This position requires the ability to build rapport with our members to truly understand their needs and match them with the best solutions. You should have experience working with multiple, independent carriers and be proficient in most Texas policy coverages. You must have an active Property & Casualty License in the State of Texas.
Under the direction of the Insurance Services Manager, you will be responsible for responding to inbound transfers from individuals interested in obtaining insurance quotes, managing outbound follow-up calls, handling web applications and internal referrals, scheduling appointments, identifying customer needs, and marketing appropriate products.
In this role, you will:
* Prospect, develop, solicit and follow-up on referrals and leads from market development over the phone.
* Develop and manage an active pipeline of qualified prospects within agency customer relationship management (CRM) system
* Maximize and maintain insurance portfolio growth.
* Maintain a working relationship with UHCU staff as required to close inbound sales from leads generated.
* Develop rapport with clients based on service and product knowledge.
* Generate leads from personal contacts, various internal referrals, cold calling, and client referrals.
* Respond to prospects/clients with quotes for business solicited within 24 hours of application.
* Provide rate quotes and coverage information specific to the client's needs.
* Learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders.
What you will need to succeed:
* Ability to provide prompt, accurate, and friendly customer service on a daily basis.
* Effective networking and relationship skills.
* Energetic, self-motivated and possess the desire for success and willingness to learn.
* Ability to manage a high lead volume in a fast-paced environment.
* Professional verbal and written communication skills.
* High level of organizational ability.
* Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with successful track record of meeting sales goals/quotas.
* Minimum 1 year demonstrated experience with CRM systems.
* Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment.
* Active license to sell Life and Health Insurance in the state of Texas preferred.
* Prior financial institution experience preferred.
* Experience with EZLynx preferred.
* Experience with navigating independent insurance carrier websites such as Progressive, Travelers, Nation Wide, Liberty Mutual, etc. preferred.
* Bilingual English/Spanish is a plus.
Minimum Qualifications:
* Minimum 1 year experience in Property, Casualty, Auto, Home, and/or Life insurance sales with successful track record of meeting sales goals/quotas.
* Minimum 1 year demonstrated experience with CRM systems.
* Must have a license to sell Property and Casualty Insurance in the State of Texas within the first 30 days of employment.
* Active license to sell Life and Health Insurance in the state of Texas preferred.
* Prior financial institution experience preferred.
Preferred Qualifications:
* Associate's or Bachelor's degree in Business or a related field.
* 2+ years' clerical, customer service, and/or sales experience.
* 1 year sales experience in a financial institution or independent insurance agency.
* Experience with Symitar.
* Experience with EZLynx.
* Bilingual in Spanish.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
* Competitive Benefits Package
* 401(k) options (Pre-Tax and/or Roth)
* Generous paid time off (PTO)
* Education Reimbursement Program
* Opportunity to Advance!
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
$47k-61k yearly est. 26d ago
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Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable.
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$96k-127k yearly est. 5d ago
Technical Account Manager (Western USA)
Ajax Systems Inc. 3.6
Portland, TX job
Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists.
We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems.
The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission.
Ajax Systems is a Ukrainian success story, a place of incredible strength and energy.
Qualifications
Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries.
Strong working knowledge of CCTV systems, access control technologies and fire alarm systems.
Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems.
Experience delivering offline and online technical training to technical audiences.
Excellent presentation, communication, and interpersonal skills.
Flexible and willing to travel for business trips, trade shows, and other professional events.
Self‑motivated and independent, with an outgoing personality and a proactive approach to work.
NICET and ESA certifications are an asset to the role
Responsibilities
Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees.
Present product roadmaps and new feature updates to Ajax Systems distributors and dealers.
Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies.
Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients.
Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement.
Build and maintain long‑term relationships with key company partners.
Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams.
Support the sales team by following up on leads through the company's CRM portal.
Analyze customer needs in partnership with the sales department to identify optimal product solutions.
Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions.
We offer
Competitive compensation that includes a base salary and performance‑based bonuses
Car allowance, petrol and all business costs covered by the company
Health & Life insurance
401(k)
Growth Opportunities
Impactful work
Innovative Environment
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$76k-108k yearly est. 2d ago
Digitalization Expert: Enterprise Automation & Data
Caterpillar Financial Services Corporation 4.5
Irving, TX job
A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company.
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$126k-190k yearly est. 2d ago
US Deputy CISO - Technology Risk & Cyber Security Leader
Scotiabank 4.9
Dallas, TX job
A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations.
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$99k-120k yearly est. 1d ago
Product Director, Cards
Crypto.com 3.3
Dallas, TX job
As a Card Product Manager, you will be responsible for the end-to-end management of Crypto.com card products. You will work closely with cross-functional teams including marketing, finance, risk management, and technology to ensure the success of card products and drive revenue growth.
$150,000 - $250,000 a year
Responsibilities
Identify the most appropriate way to launch in a new country and manage the process end-to-end which includes critical stakeholder management and understanding of local regulatory requirements
Be accountable for designing an achievable timeline and the delivery of the product into market
Manage and improve relationships with business partners/ vendors (card schemes, issuers, acquirers etc.) to work out the best solution and commercial agreements for Crypto.com
Obtain a detailed understanding of the product and help execute enhancements that aim at improving Crypto.com's market penetration, usage and profitability
Lead cross-regional and cross-functional project teams
Keep updated on current trends, competitors and developments in both the crypto and financial market
Requirements
Bachelor's degree in business, finance, marketing, or a related field.
8+ years of experience in product management, preferably in the financial services industry with a focus on card products.
Strong understanding of card payment systems, regulations, and industry trends.
Proven track record of successfully launching and managing card products that drive revenue growth.
Excellent analytical, problem-solving, and project management skills.
Effective communication and interpersonal skills, with the ability to collaborate cross-functionally and influence stakeholders at all levels.
Experience with agile product development methodologies is a plus.
Benefits
Competitive salary
Attractive annual leave entitlement including: birthday, work anniversary
401(k) plan with employer match
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team.
*****************
Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.
Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.
Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.
Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.
One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet.
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us - our internal mobility program offers employees a new scope.
About Crypto.com
Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Walletâ„¢. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.
Learn more at *******************
Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.
Personal data provided by applicants will be used for recruitment purposes only.
Please note that only shortlisted candidates will be contacted.
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$150k-250k yearly 3d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
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$54k-88k yearly est. 1d ago
Travel Nurse RN - First Assist - $2,392 per week
GLC On-The-Go 4.4
Longview, TX job
GLC On-The-Go is seeking a travel nurse RN First Assist for a travel nursing job in Longview, Texas.
Job Description & Requirements
Specialty: First Assist
Discipline: RN
Duration: 13 weeks
36 hours per week
Shift: 12 hours
Employment Type: Travel
GLC is hiring: RNFA CVOR - Longview, TX - 13-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in CVOR where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Longview, TX
Assignment Length: 13 weeks
Start Date: 03/02/2026
End Date: 05/31/2026
Pay Range: $1,866 - $2,074
Minimum Requirements
Optional: Active license in CVOR
1 year full-time RNFA, CVOR experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #478539. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: 12101 - Travel: RN - First Assist I
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$18k-24k yearly est. 2d ago
Service Dispatcher Coordinator
Malin 3.1
Addison, TX job
Malin is a leading provider of forklift repair and maintenance services. We are dedicated to ensuring our customers' equipment operates efficiently and safely. We are seeking a highly organized and proactive Field Service Coordinator to join our team and organize field service operations.
Job Summary:The Field Service Coordinator will be responsible for scheduling and dispatching technicians to various job sites to perform maintenance and repairs on forklifts. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks simultaneously.
Key Responsibilities:
Schedule and dispatch technicians to job sites based on priority and availability.
Communicate with customers to confirm service appointments and provide updates on technician arrival times.
Monitor technician progress and provide support as needed to ensure timely completion of work.
Maintain accurate records of service calls, technician assignments, and job status.
Coordinate with the parts department to ensure technicians have the necessary parts and tools for each job.
Handle emergency service requests and adjust schedules as needed to accommodate urgent repairs.
Use GPS technology to locate and track technicians in the field.
Provide excellent customer service by addressing customer inquiries and resolving issues promptly.
Collaborate with the service manager to optimize technician routes and improve efficiency.
Qualifications:
High school diploma or equivalent; additional education or training in logistics or a related field is a plus.
Previous experience in dispatching or coordinating field service operations, preferably in the forklift or heavy equipment industry.
Strong organizational and multitasking skills.
Excellent communication and interpersonal skills.
Proficiency in using dispatch software and other computer applications.
Ability to work under pressure and handle emergency situations effectively.
Knowledge of forklift repair and maintenance is an advantage.
Benefits:
Competitive hourly rate
Health, dental, and vision insurance after 30 days
Paid time off after 90 days
Paid holidays
Eligible to participate in 401k on day 1
Opportunities for professional development and advancement
$25k-30k yearly est. 7h ago
Senior Software Engineer
Caterpillar Financial Services Corporation 4.5
Irving, TX job
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Role Definition
This position will serve as a Digitalization Expert to support enterprise-wide digitalization projects implementation at CCMC, with primary responsibility including advanced coding using high-level languages.
Key Responsibilities
Lead or Support Caterpillar Standard Systems Deployment
Lead or support the end-to-end deployment of enterprise digital standard systems, including requirement confirmation, plan formulation, system configuration, test execution, and go-live support.
Collaborate with cross-functional teams to align system deployment with business processes, ensuring 100% compliance with enterprise digital standards.
Establish and optimize the system deployment SOP to improve deployment efficiency and reduce post-go-live failure rates.
Current Systems Deep Dive to Extract Value for Full Use
Conduct in-depth analysis of the current systems application status, identify pain points in business processes such as data silos and inefficient operations.
Design and implement optimization solutions, including module function expansion, data integration with other systems, and custom report development to tap into potential value (e.g., reducing 20% of manual data entry workload).
Provide system application training and technical support to internal users, promote the deep application of system functions across the enterprise.
Transactional Process Efficiency Improvement through Digitalization
Lead the full lifecycle of RPA projects, from business process analysis to RPA robot development, testing, deployment, and maintenance.
Use RPA tools to develop stable and efficient robots and establish a robot operation monitoring mechanism to ensure 99%+ stable operation.
Collaborate with business teams to evaluate the ROI of RPA projects and continuously optimize existing RPA robots to improve automation coverage and business efficiency.
Advanced Statistical Modeling & Algorithm Development
Independently design and develop advanced analytical models based on business decision scenarios.
Proficiently use modeling tools and programming languages such as C++, C#, Python, SQL, and Excel, and conduct model validation to ensure model stability with prediction error controlled within 5% for core scenarios.
Translate complex model results into clear, business-oriented insights and actionable recommendations.
Create interactive data visualization reports/dashboards using tools like Power BI, enabling business leaders to intuitively grasp key indicators.
Track the implementation effect of model-driven decisions, summarize successful cases and improvement points, and form a closed-loop of "modeling-decision-implementation-optimization".
Document modeling methodologies, data sources, and decision logic, and compile best practices to promote the replication & application of data-driven decision-making in other departments.
Key Requirements
Bachelor's degree in Computer Science or related field.
Demonstrate good coding proficiency using high-level languages and be skilled in Power Bi, SQL, Python, C++, C# or other tools for data processing and visualization.
Excellent strategic thinking ability and a broad, enterprise-wide outlook.
Demonstrate strong planning and organizational skills.
Good cross-functional communication and coordination skills to effectively promote team collaboration.
Additional information
The position requires the candidate to work a 5-day-a-week schedule in the office.
Posting Dates
November 24, 2025 - December 8, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply.
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$99k-124k yearly est. 2d ago
Management Consulting - Tech Advisory Solutions Principal
Rsm Us LLP 4.4
Dallas, TX job
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national
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$59k-94k yearly est. 5d ago
Director, U.S. Deputy CISO
Scotiabank 4.9
Dallas, TX job
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Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Global Banking and Markets
Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do
Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise.
Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies.
Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams.
Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators.
Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling.
Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems.
Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities.
Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned.
Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans.
Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits.
Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders.
Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary.
Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners.
Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations.
Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups.
Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally.
Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions.
Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO.
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Scope includes compliance with information security regulations, user education and access, and cybersecurity.
Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions.
Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations.
Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future.
Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
What You'll Bring
Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management).
Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential.
Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset.
Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected.
Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills.
Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable.
Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC).
Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP.
Interested?
If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
#DALLAS
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
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$105k-131k yearly est. 1d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors.
This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities.
ESSENTIAL DUTIES & RESPONSIBILITIES
Strategically engage with factories and dealers to manage high-value commitments
Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
Identify operational gaps and lead resolution efforts through process redesign and documentation
Develop and maintain SOPs, training guides, and workflow documentation
Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
Lead cross-functional initiatives to align commercial lending operations with broader business goals
Champion system enhancements and automation opportunities, including Solifi optimization
Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
Serve as a liaison between account management and underwriting to ensure process alignment
Oversee and approve complex invoice and MCO transactions with minimal oversight
Analyze credit line utilization trends and advise on optimization strategies
Lead reconciliation of monthly billing statements and ensure financial accuracy
Facilitate payment processing and troubleshoot exceptions
Coordinate third-party inventory inspections and lead resolution of audit discrepancies
Perform payoff workflows, ensuring compliance and timely document delivery
Lead onboarding for new dealers, delivering expert-level training and support
Review and authorize pending orders, applying advanced credit and curtailment analysis
Ensure accurate and timely data entry into Solifi for approved orders
Provide strategic payoff guidance to dealers and third-party lenders
Perform document distribution upon loan payoff
Implement delinquency management strategies and lead recovery efforts
Partner with underwriting to assess and recommend credit line adjustments
Manage Help Scout communications and ensure timely resolution of escalated issues
Foster long-term dealer and supplier relationships, acting as a strategic consultant
Audit inspection reports and lead resolution of complex unit discrepancies
Lead financial documentation collection for annual reviews, ensuring compliance and completeness
Draft and execute formal collection communications, supporting legal and credit recovery efforts
Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
Mentor peers and junior Account Managers on best practices and process adherence
Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Strategic, self-directed, and highly accountable
Excellent interpersonal skills and ability to build rapport across diverse teams and clients
Proven ability to design and manage complex operational processes
Exceptional interpersonal and leadership skills
Mastery of written, verbal, and presentation communication
Bilingual proficiency preferred
Expert-level proficiency in Solifi preferred
Proven ability to manage high-risk accounts and complex collections
Consultative approach to client service, balancing business goals with relationship management
Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights
MINIMUM QUALIFICATIONS
Bachelor's degree required, in Finance, Accounting, or Business
3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine
OR
5+ years of commercial loan servicing in finance or banking
Advanced spelling and grammar skills
Working knowledge on applicable computer software systems to include Microsoft Office and internal software
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
$50k-75k yearly est. 7h ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 1d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 7h ago
Mortgage Underwriter
City Bank 4.4
Lubbock, TX job
Review all loan files, as submitted, prior to closing to ensure that loans meet all secondary and investor guidelines. Approve, suspend, or deny each loan as appropriate and clear applicable conditions.
Review each file to ensure Secondary and Investor guidelines are met.
Ensure compliance regulations are met.
Clear all conditions once processor has met the conditions.
Make management aware of key issues.
Assist in training as needed.
Work with Encompass to make sure that all paperless Underwriting documents are properly placed for all future use by the Closing, Funding, and Shipping departments.
Work under maximum stress, with short deadlines, anxious processors, LOs, and title companies, and heavy workloads.
Equal Opportunity Employer/Veterans/Disabled
$44k-56k yearly est. 2d ago
Facilities Maintenance Technician
United Heritage Credit Union 3.9
United Heritage Credit Union job in Austin, TX
Job Description
Under the direction of the Facilities Manager, the Facilities Maintenance Technician is responsible for performing highly diversified duties to install, troubleshoot, repair and maintain facilities and their respective assets for all United Heritage Credit Union locations according to safety and operational guidelines in accordance with National, State, Local, and United Heritage standards. This includes, but is not limited to, servicing and/or coordinating service for equipment, responding to facility maintenance requests through an internal ticketing request system and performing scheduled preventative maintenance on assets.
As a Facilities Maintenance Technician with UHCU you will:
Be responsible for responding to maintenance facility tickets submitted to through the internal ticketing system including updating tickets with comments and progress updates, time to completion, cost, and any other pertinent information as work is performed.
Oversee the maintenance of equipment utilized in branch operations. Serve as first responder to requests for maintenance, resolve issues when possible and coordinate the scheduling of repairs with the Facilities Manager and Branch Operations Department as deemed necessary.
Respond to requests for building and grounds maintenance, office relocations, and communicating maintenance issues and their resolutions. Resolve maintenance and technical issues when appropriate and coordinate scheduling of repairs with appropriate management authority.
Responsible for monitoring and maintaining branch security equipment to include but not limited to alarm panels and motion & door sensors.
Responsible for identifying, reporting and resolving safety issues at all UHCU facilities. Comply with safety regulations, wear appropriate Personal Protective Equipment (PPE), maintain clean and orderly work areas, and report and record issues to management and within the Work Order management system.
Perform minor electrical repairs such as replacing fixtures and switches. Assess electrical issues such as power outages and tripped circuit breakers, and conduct initial diagnostics to determine corrective actions.
Perform regular preventive maintenance and respond to maintenance requests on machines, equipment and facilities to ensure that systems are functionally operational.
Responsible for providing a high level of customer service to maintenance requestors. The Facilities Maintenance Technician is expected to maintain professional relationships with vendors, delivering a professional image of the Credit Union and working cooperatively with others within the organization.
Respond to emergency conditions related to building / branch issues including but not limited to plumbing, building access, water and/or inclement weather damage, and power or equipment outages.
Assist with UHCU event setup, breakdown, and deliveries. Professionally represent UHCU in our community.
Travel between multiple locations is required and work after hours may be needed in order to complete routine maintenance and emergency maintenance.
Support the operations of United Heritage Plaza headquarters. Maintain general knowledge of key operating systems, including but not limited to Security, BMS (building management system), Fire systems, water, electrical, elevators, generator, lighting, and building access.
Responsible for safely operating and maintaining UHCU company vehicle(s) as defined and directed by the Facilities Development Manager and adhering to the UHCU Vehicle Policy.
Perform repairs to drywall and painting as required.
Complete other duties and projects as assigned.
Education and Experience
High school diploma or GED required. Trade school/technical training or equivalent combination of education and experience required.
Minimum three years facilities / technical maintenance experience. Experience with banking equipment preferred.
Must have a valid driver's license and excellent driving record that will allow car insurance coverage at a "normal" risk rate for provided company vehicle. Driving record will be researched.
Additional Qualifications
Ability to communicate and collaborate effectively in a professional manner with members, co-workers, vendors, general public, and people with various professional backgrounds.
Ability to remain calm, patient, objective, and professional when presented with complex or uncertain situations.
Strong mechanical aptitude. Ability to perform tasks including, but not limited to, carpentry, plumbing, electrical, drywall, and painting. Must be familiar with and use hand and power tools common to the skills listed and know safety standards specific to the use of hand and power tools.
Ability to lift up to 60 lbs.
Must be able to work evenings and Saturdays as required for on-call support.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
Competitive Benefits Package
401(k) options (Pre-Tax and/or Roth)
Generous paid time off (PTO)
Education Reimbursement Program
Important Note:
We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
$34k-41k yearly est. 9d ago
Project Manager
The Brazos Group 3.4
Houston, TX job
We are assisting a well-established, award-winning commercial construction firm based in Houston, Texas is seeking an experienced Project Manager to join its growing team. The company is widely recognized for delivering high-quality commercial projects across healthcare, corporate interiors, industrial, education, and mixed-use sectors.
The firm has earned industry recognition for:
Excellence in project delivery and client satisfaction
A strong safety culture and operational discipline
Leadership and growth within the Texas construction market
High levels of repeat and negotiated work
The organization maintains a collaborative, performance-driven culture with a long-term focus on employee development and client relationships.
Position Summary
The Project Manager is responsible for leading commercial construction projects from preconstruction through closeout. This individual oversees project scope, schedule, budget, subcontractor coordination, and client communication while ensuring projects are delivered safely, on time, and within budget.
Key Responsibilities
Manage all phases of commercial construction projects, including preconstruction, procurement, execution, and closeout
Develop and maintain detailed project schedules, budgets, and cost forecasts
Lead subcontractor buyout, contract administration, and change management
Coordinate with owners, architects, engineers, and internal project teams
Ensure compliance with safety standards, quality control requirements, and company procedures
Oversee RFIs, submittals, pay applications, and project closeout documentation
Provide leadership and mentorship to project engineers and assistant project managers
Proactively identify risks and implement solutions to maintain project performance and client satisfaction
Qualifications
Minimum of 3 years of experience as a Project Manager in commercial construction
Must show an extensive project list with various jobs built as a commercial PM.
Demonstrated success managing projects ranging from $10M to $50M+
Strong knowledge of construction means and methods
Experience using construction management software such as Procore, MS Project, Primavera, or similar platforms
Excellent leadership, communication, and organizational skills
Ability to manage multiple stakeholders in a fast-paced project environment
Bachelor's degree in Construction Management, Engineering, or a related field preferred
Compensation & Benefits
Competitive base salary with performance-based bonus potential
Vehicle allowance or company vehicle
Comprehensive benefits package including medical, dental, vision, and 401(k)
Paid time off and company holidays
Long-term career advancement opportunities with a respected, stable contractor
Opportunity to work on high-profile, award-winning commercial projects throughout Houston and Texas
$91k-124k yearly est. 7h ago
Part-Time Teller
City Bank 4.4
Odessa, TX job
The position of Front Line Teller is responsible for performing a variety of lobby and drive thru service transactions for customers in a professional, timely and efficient manner and according to established bank policies and procedures.
Represents the bank in a courteous and professional manner. Furnishes prompt, efficient and accurate service in processing transactions.
Prepares teller window to be organized and ready to serve customers by regularly scheduled opening times.
Maintains a high level of security awareness within daily work responsibilities such as the safekeeping of teller cash by locking teller drawers and computer. Maintains proper amounts of cash in teller window.
Attention to detail and excellent communication skills are required.
Is knowledgeable in bank products and services and actively recognizes the needs of our customers in providing them.
Maintains adequate teller supplies in an organized manner.
Accepts checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
Cashes checks and pays money from savings and checking accounts upon verification of signatures and customer account balances. Inspects all negotiable items to determine their negotiability.
Receives payments for loans such as mortgage, installment, and commercial, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
Cashes checks for non-bank customers upon verification of identification and appropriate approval, as required.
Assist in working night depository bags/envelopes, dropped bags as well as handling bank-by-mail deposits.
Issues cashier's checks to customers.
Prepares cash advance requests, obtaining proper authorization. Ensures that the cash advances are balanced and transmitted daily.
Maintains MC/EMV supplies.
Redeems E/EE/I savings bonds for customers only.
Accepts stop payments on ACH items and checks and applies them according to procedure.
Accepts and exchanges foreign currency by working through a corresponding bank.
Completes Monetary Instrument Log information through the Teller system for the purchase of a monetary instrument (cashier's check) with cash starting at $3,000.
Completes Currency Transaction information through the Teller system for cash transactions over at $5,000 or over $10,000.
Prepares wire transfer requests according to procedure.
Balances teller window daily along with each day and will provide a signed teller tape to their supervisor to confirm daily balancing.
Performs opening and closing responsibilities when assigned.
Sets up such tasks as preauthorized transactions, direct deposits, and change of addresses.
Responds to customer account inquiries in a friendly professional manner.
Provides customer with copies of statements.
Verifies incoming cash shipments under dual control if requested.
Maintains ATM on a daily basis, handling deposits, balancing, replenishes cash and supplies (may not apply to all locations).
Admits customers identified by signature comparison to the safe deposit vault area. Permits customers access to their individual boxes with the use of the guard key and the customer's key, secures safe deposit box access doors and escorts customers out of the vault area (may not apply to all locations).
Answers phones and e-mails in a friendly and professional manner.
Reviews items scanned into Teller Capture for accuracy.
Knows, understands and can locate all policies and procedures relative to teller operations and customer service functions.
Equal Opportunity Employer/Veterans/Disabled
$28k-32k yearly est. 2d ago
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