Associate Customer Service Representative Everyday Banking
Wells Fargo Bank 4.6
Wells Fargo Bank job in Roanoke, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
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.
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
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
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 02/02 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 RoanokeVA 24019
@RWF22
Posting End Date:
18 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$20 hourly 38d ago
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Team Lead Physician Billing
L.E. Cox Medical Centers 4.4
Springfield, MO job
:The CMG Financial Services Team Lead serves as the liaison between the CMG Financial Services Department supervisor and staff. The Financial Services Team Lead will assist with education, training and coverage in various areas, ensuring that all team members are following departmental policies, goals, and workflows.
The CMG Financial Services Team Lead will communicate with coders, insurance specialists, audit and compliance, and various other departments regarding billing and financial information.
Education: ▪ Required: High School Diploma or Equivalent Experience: ▪ Required: 1 year of customer service or financial services experience ▪ Preferred: 2 years of experience in customer service, financial services, leadership, or administrative support Skills: ▪ Excellent verbal and written communication skills ▪ Able to work independently and collaboratively in teams ▪ Proficient Computer skills ▪ Medical Terminology and Insurance Claim/AR Follow-up Licensure/Certification/Registration: ▪ N/A
$35k-61k yearly est. 49d ago
Portfolio Risk Lead - Quantitative Risk & Modeling
Trexquant Investment 4.0
Stamford, CT job
A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits.
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$113k-174k yearly est. 2d ago
Head of LLM Application Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members. Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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$87k-127k yearly est. 4d ago
Director of DoN Program - Health Policy & Compliance Leader
Commonwealth of Massachusetts 4.7
Boston, MA job
The Commonwealth of Massachusetts is seeking a Director for its Determination of Need Program in Boston. This role involves overseeing the application review process, managing program operations, and ensuring compliance with health care policies. Candidates should have a strong background in health care, exceptional leadership skills, and an advanced degree in public health or a related field. The position offers a salary range of $109,765.96 to $169,628.22 yearly and full-time scheduling in a dynamic environment.
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Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available.
Investment Banking Associate - Industrials (Baltimore, MD)
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
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Job Title
Fleet & Brand Owner Activation Marketing Manager (USAC)
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.
The Impact You'll Make in this Role
As a Fleet & Brand Owner Activation Marketing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Leading the development of marketing strategies and tactics aimed at generating demand for 3Ms graphics fleet solutions and brand owners.
Implementing and optimizing online and offline lead generation campaigns in partnership with area and/or global channel, product and integrated marketing teams.
Developing and executing a lead to revenue model in partnership with the graphics sales team.
Support the development and commercialization of new fleet graphics solutions and brand owner graphics by providing insights on fleet manager and brand owner needs.
Collaborate with area portfolio and marketing experience lab to lead development and implementation of USAC marketing plan.
Identify, monitor, and report on key marketing KPIs to evaluate campaign performance and guide data‐driven decision‐making.
Synthesize key market insights from various sources (e.g. industry KOLs, customers, sales team). Utilize this data to articulate USAC needs to various internal stakeholders.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree or higher (completed and verified prior to start)
Three (3) years of marketing and/or business development experience in a B2B environment in a private, public, government or military environment.
Two (2) years experience working with electronic sales and data tools such as Power BI and SFDC.
Additional qualifications that could help you succeed even further in this role include:
Master's degree in business or marketing
Strong analytics and communication skills
Experience working in the graphics industry
Location: Maplewood, MN or London, ON
Travel: May include up to 20% domestic
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Resources for You
For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 01/07/2026 To 02/06/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$164.6k-201.2k yearly 6d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 4d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 5d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 1d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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$64k-112k yearly est. 5d ago
Chair, Board of Review - Unemployment Insurance
Commonwealth of Massachusetts 4.7
Boston, MA job
A governmental agency in Boston is seeking a Chairman for the Board of Review. This role involves overseeing appeals related to unemployment insurance cases and requires a licensed attorney in Massachusetts. Responsibilities include policy development and rendering decisions on unemployment claims. The ideal candidate should have a legal background and experience in administrative settings. This is a full-time position, and a hybrid work schedule is available.
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$126k-222k yearly est. 4d 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. 2d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
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$84k-124k yearly est. 1d ago
Clinical Research Rater
QCR Network 4.1
Detroit, MI job
Part-time Clinical Research Rater
WE DO NOT PAY FOR RELOCATION
WE DO NOT CURRENTLY SPONSOR ANY VISAS
Are you passionate about mental health and advancing treatments for psychiatric and neurological disorders? Join our team as a Clinical Rater, a critical member of our Central Nervous System (CNS) clinical research team. In this role, you will work directly with study participants to assess, monitor, and support their journey throughout the clinical trial process.
Position Overview
As a Clinical Rater, you will conduct structured clinical assessments, screen potential participants, and evaluate psychiatric and neurological conditions to determine eligibility for clinical trials. You will play a key role in tracking participants' well-being, assessing symptom severity, and documenting adverse events throughout the study. Working closely with the Principal Investigator (PI), you will ensure all assessments, documentation, and safety reporting are conducted according to study protocols and Good Clinical Practice (GCP) guidelines.
Key Responsibilities
Conduct semi-structured clinical interviews and diagnostic assessments for study eligibility.
Evaluate and document psychiatric and neurological conditions and symptom severity.
Administer diagnostic tools, rating scales, and self-assessments according to study protocols.
Record and report adverse events (AEs), serious adverse events (SAEs), and safety concerns.
Monitor participants' overall well-being throughout the duration of the clinical trial.
Maintain accurate and timely documentation for all study visits.
Collaborate with the Principal Investigator regarding eligibility decisions and safety events.
Qualifications - Mental Health Background
Master's degree or higher in Counseling, Marriage and Family Therapy, Psychology, Social Work, or PA, DO, NP with experince in the mental health field
Fully licensed.
Experience diagnosing and treating both children and adults.
Strong clinical interviewing skills and familiarity with semi-structured assessments.
Comfortable working with a range of psychiatric and neurological conditions including ADHD, Autism, Bipolar I & II, GAD, MDD, OCD, Postpartum Depression, and Schizophrenia.
Qualifications - Research Experience
Minimum 1 year of experience in a clinical research setting.
MUST HAVE AN ACTIVE LICENSE
Proficiency with diagnostic and rating scales such as:
Diagnostic: MINI, MINI-KID, SCID-5-CT, KSADS-PL
Rating: ADHD-RS-5, PANSS, YMRS, CDRS-R, MADRS, HAMD17, HAM-A, ADOS-2, ADI-R, WAIS, KBIT-2, YBOCS, BABS, CADSS, C-SSRS, CGI-S/I, CGAS
Self-Assessments: SDS, SDQ, DSST, ASEX, PDQ-D-5, ABC-2, PHQ-9, CSFQ, CPFQ, QIDS-SR, BAI, Conners 3, Peds-QL, VAS, 5D-ASC, EQ5D-5L, PSQI, PGI-S/PGI-C
Strong knowledge of research study design and inclusion/exclusion criteria.
Familiarity with Good Clinical Practice (GCP) and regulatory requirements.
Why Join Us?
Opportunity to work on cutting-edge CNS clinical trials.
Collaborative, mission-driven team focused on improving patient outcomes.
Competitive compensation and benefits.
Career growth in a rapidly evolving clinical research field.
How to Apply:
Submit your resume and a brief cover letter to *********************
$31k-36k yearly est. 4d ago
Treasurer
Commonwealth of Massachusetts 4.7
Boston, MA job
An Official website of the Commonwealth of Massachusetts
Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities.
Qualifications
Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts.
Receive, record, and report monthly sales tax revenues.
Monitor cash activity to ensure timely processing and accurate recording in the accounting system.
Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning.
Prepare wire instructions for payroll, OPEB funding, and other transfers as directed.
Implement, review, and update internal control policies and procedures.
Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances.
Debt Management
Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements.
Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures.
Monitor primary and secondary market activity for MSBA-issued securities.
Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings.
Review and update the MSBA Debt Management Policy.
Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement.
In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies.
Develop and maintain financial models to support recommendations on short- and long-term financing needs.
Banking & Investment Management
Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements.
Invest funds to protect principal, maximize income, and maintain liquidity.
Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy.
Review and update the MSBA Investment Management Policy.
Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee.
Other Duties
Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed.
Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required.
Perform other duties as assigned.
Supervisory Responsibilities
Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training.
Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards.
Required Education, Experience & Skills
Bachelor's degree in finance, accounting, economics, or a related field.
Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred).
5+ years supervisory experience.
Strong knowledge of government finance, public fund investment, and debt issuance.
Demonstrated experience issuing municipal debt, including preparation of required documents and presentations.
Experience with debt management software and accounting systems.
Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required.
Strong verbal and written communication skills.
Proven success training and managing employees.
Ability to work independently and in a team environment.
Ability and willingness to travel occasionally and maintain strict confidentiality.
Preferred Qualifications
Master's degree or professional certification (CPA, CTP, CFA).
Experience working with Massachusetts quasi-public agencies or authorities.
Knowledge of Massachusetts state and municipal finance laws.
Official Title : Treasurer
Primary Location Job
Construction
Agency
Mass School Building Authority
Schedule
Full-time
Shift
Day
Job Posting
Oct 31, 2025, 3:52:23 PM
Number of Openings
1
Salary
114,821.00 - 129,174.00 Yearly
If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - **********
Potentially Eligible for a Hybrid Work Schedule : Yes
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$129k-195k yearly est. 1d ago
Senior SAP Security Consultant
Fintech Staffing Partners 4.2
Saint Louis, MO job
Senior SAP Application Security Configurator (GRC / Security)
Duration: 12-month contract
Security Requirement: U.S. Citizen with Active Secret Clearance (mandatory)
We are seeking a Senior SAP Application Security Configurator to lead and execute SAP User Management and Security activities within a highly regulated environment. This role is hands-on and strategic, responsible for SAP access design, role provisioning, Segregation of Duties (SoD) compliance, and SAP GRC security configuration across the full system lifecycle.
The ideal candidate brings deep SAP Application Security and GRC expertise, is comfortable operating in an onsite delivery model, and can lead both technical execution and governance activities while mentoring junior team members.
Key Responsibilities
Lead SAP User Management (UM) activities, including role creation, access provisioning, audits, and ongoing access maintenance
Design, develop, configure, and test SAP GRC security components
Perform role design and provisioning aligned with SoD policies, internal controls, and security standards
Conduct SoD risk analysis, remediation support, and access reviews
Support User Acceptance Testing (UAT), production cutover, and post-go-live hypercare activities
Lead role design reviews and ensure proper security documentation and audit readiness
Collaborate with functional, technical, and compliance stakeholders to ensure secure system design
Mentor junior SAP Security team members and support planning and delivery activities
Required Qualifications
8+ years of hands-on SAP Application Security experience
Expert-level experience with SAP GRC and SAP role design
Strong knowledge of User Access Management, SoD concepts, and compliance controls
Experience supporting UAT, go-live, and post-production environments
CompTIA Security+ certification
U.S. Citizenship with active Secret Clearance (required)
Ability to work 100% onsite in St. Louis, MO
Preferred Skills
Experience supporting SAP security in highly regulated or government-adjacent environments
Strong documentation, communication, and stakeholder management skills
Experience mentoring or leading junior security resources
$84k-110k yearly est. 2d ago
Director of Technology and Systems
KLR Executive Search Group LLC 4.2
Seekonk, MA job
KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. Moss Home Solutions is making a critical hire for 2026 and is seeking a Director of Technology & Systems to own and scale its systems infrastructure with Salesforce at the center.
This is a builder's role-not a vendor management seat. The Director of Technology & Systems will be the single-threaded owner of the company's systems environment and will report directly to senior leadership. This role carries full ownership for how systems power sales, operations, marketing, reporting, and leadership decision-making.
Key Responsibilities Include:
Architect and own the end-to-end systems ecosystem with Salesforce as the core platform.
Design and implement workflows supporting sales, operations, marketing, reporting, and finance.
Serve as the internal Salesforce product owner, personally building automations, flows, integrations, dashboards, and reporting.
Expand Salesforce beyond a traditional CRM into a true operating system for the business.
Identify and implement high-impact automation and AI-driven solutions. Own execution from system design through rollout, training, adoption, and optimization.
Begin as a hands-on individual contributor and build an internal systems and technology team over time.
Manage vendors and consultants without outsourcing system ownership or strategic thinking.
Qualifications:
7+ years of experience in systems, technology, or CRM leadership roles.
Deep, hands-on Salesforce experience (certifications optional; capability mandatory).
Proven ability to build scalable systems in fast-growing, founder-led environments. Builder mentality with urgency, ownership, and bias toward execution.
Comfortable operating in ambiguity and creating structure where little exists.
Compensation & Benefits:
Base salary range of $165,000-$180,000.
Bonus opportunity of up to 20%, tied to execution, adoption, and business impact.
Comprehensive benefits package.
In-person role based in Seekonk, MA, with some flexibility.
$165k-180k yearly 2d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 1d ago
Associate Customer Service Representative Everyday Banking
Wells Fargo 4.6
Wells Fargo job in Roanoke, VA
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in **Roanoke** . Find out why we're the #1 financial services company to grow YOUR career. Apply today.
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.
**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
+ Regularly receive direction from supervisor and escalate questions and issues to more senior employees
+ Interact with team on basic information, plus internal or external customers
**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 02/02 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 RoanokeVA 24019
@RWF22
**Posting End Date:**
18 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-510300