Solutions Consultant jobs at Wells Fargo - 1542 jobs

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Solutions Consultant to lead onboarding for new customers and drive their implementation of our product. We're also looking for someone who is excited to be hands-on and influence our product roadmap. As every business needs our type of product, you'll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks, etc. You Will Lead onboarding for new customers, with a heavy emphasis on understanding requirements and creatively configuring the product to solve their problems Responsible for leading the end-to-end implementation for new customers -- roll up your sleeves and build out the customer's processes from scratch Lead training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip Proactive project management across many customers, to manage requirements and tasks across onboardings Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn't support, and set expectations with customers Do whatever it takes to make customers happy + successfully onboard them as quickly as possible Continuously improve the post-sales processes to help our customers accelerate the time to value Qualifications 4+ years' experience working in one of the following roles: Procurement/Sourcing Manager, ERP/P2P Systems Consultant, or managing key customer and stakeholder relationships in a B2B SaaS company Prior experience with the implementation or administration of a procurement tool / ERP (Microsoft Dynamics, SAP Ariba, Sage, Oracle Fusion, Netsuite, etc.) Fantastic communication skills Extreme attention to detail and pride yourself in being incredibly proactive Experience working with product and engineering teams You're able to push back and still make people happy Very comfortable with software configuration (not necessarily technical skills, which would be a plus) Willing to do whatever it takes to make Zip and its customers happy. The OTE compensation range for this role is $110,000 - 150,000 OTE. The salary for this position is determined based on a variety of job-related factors that may include leveling, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Full health, vision & dental coverage Team building events & happy hours Flexible PTO Apple equipment plus home office budget 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

A global investment firm in Boston is seeking a Client Director for their Global Client Solutions team. This role focuses on cultivating client relationships, driving new business, and delivering exceptional service to high-net-worth clients. The ideal candidate has over 8 years of experience in relationship management or wealth consulting and possesses excellent communication skills. A comprehensive benefits package is included. #J-18808-Ljbffr

A global consulting firm in Boston is searching for a Senior Associate specialized in Operations Consulting. This role involves helping clients optimize their operations to develop competitive advantages while encouraging a leadership culture. Ideal candidates will have a Bachelor's degree, at least 3 years of experience, and exhibit strong problem-solving and data analysis skills. This role offers a salary range of $77,000 - $202,000, along with eligibility for an annual bonus and wide-ranging benefits. #J-18808-Ljbffr

A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families. The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive financial advisor network, leveraging PCS' trust, resources and experience for the benefit of our partners and their high net worth clients. The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business. "I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group." As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions. "I am the person Capital Group is looking for." You have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs. You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors. You are credible and influential, possessing strong executive presence and professional maturity. You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes. You have a minimum of a Bachelors' degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required. We are actively seeking candidates located in or near key markets across the Central United States-including cities like Dallas, Houston, Chicago, and surrounding areas. Base Salary Range: $150,000 - $175,000 "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Published: 5 months ago HBO WO Bachelor WO Master Professional (5-10 jaar) Senior professional (>10 jaar) Senior / Principal Oceanographic Survey Consultant At HR Wallingford, we design smart, resilient solutions across the natural and built environments to help everyone live and work more sustainably with water. By harnessing research, data insights and the power of our collective expertise, we help the world to better understand the changing influence and impact of water. Due to our continued success, we are recruiting for a Senior/Principal Oceanographic Survey Consultant to join our Ships and Dredging Group, within which there is a team dedicated to marine survey. Our team of marine survey specialists provide expertise to all technical groups within HR Wallingford. The Senior/Principal Oceanographic Survey Consultant will be a key contributor to HR Wallingford projects, providing technical expertise and project management for a range of clients across the UK and internationally. You will be responsible for ensuring the delivery of high-quality consultancy advice relating to survey, data, analysis and reporting, as well as overseeing survey contractors and providing technical support to clients and other teams within HR Wallingford. In addition, you will contribute to R&D activities and marketing materials, also attending conferences/trade events both in the UK and internationally to share knowledge and expertise. Key qualifications and skills Degree in a relevant field (e.g. oceanography, marine science or equivalent) 5+ years of commercial metocean/oceanography (ADCP, VM-ADCP, CTD, met, waves) experience Monitoring water quality, in particular turbidity / suspended sediment concentration monitoring Familiarity with water and sediment sample analysis (for key parameters such as PSD and suspended sediment concentration) Experience of programming for the processing of oceanographic data as well as using “off the shelf” software for this purpose Data analysis and reporting of metocean data on commercial projects Experience of coastal fieldwork Management of commercial survey teams both onshore and offshore as party chief Designing, deploying and recovering oceanographic moorings Experience in sediment and water chemistry (or quality) monitoring Worked in a range of environments both in the UK and abroad Comparable level of commercial experience (comparable to experience in metocean/oceanography) in bathymetric surveys (including SBES and MBES) Experience with deep sea oceanographic monitoring, geophysical survey, geotechnical investigations, and autonomous systems would be beneficial. Further information Competitive salary from £45,000 dependent on capability/experience Download a full job description and person specification. Check our exceptional benefits at ***************************** We understand the importance of a healthy work-life balance and offer both hybrid working and flexi-time. We are also open to exploring other flexible working arrangements. How to apply If you are excited about this role but are unsure about whether you're the right fit, we encourage you to apply. We're also happy to answer any questions by emailing *************************. Interested? Please apply directly via our website ***************************** providing your CV with covering letter. Additional information Our privacy notice for job applicants, available from our website, explains how we collect and process the personal data you may provide us when you apply for a job with us through our websites, or by any other means. This notice also explains how we'll store and handle that data and keep it. HR Wallingford are an equal opportunity employer and value diversity in our workplace. We do not discriminate, and work to create an inclusive culture across our business. #J-18808-Ljbffr

As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:P Advisor, Consultant, Producer, Asset Manager, Financial Planning, Banking, Wholesaler

A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

Job ID 2025-14905 The Enterprise Fraud Manager is responsible for the day-to-day operations of the Enterprise Fraud Team as well as the implementation of innovation and technology into the process of detecting and preventing fraud. The Enterprise Fraud Manager is responsible for working with all lines of business to build partnerships necessary for the detection and prevention of fraud. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Manage the day-to-day operational duties of the Enterprise Fraud Team including, but not limited to: Coordinate preventative and detective processes designed to limit losses to the company and to customers using a risk-based approach Protect the Company's financial position by making intelligent decisions, often with limited information, regarding various situations involving suspicious or fraudulent activity Coordinate the monitoring and reporting of fraud losses across all channels Ensure proactive and reactive adjustments to department activities and review parameters to ensure that resources are deployed in an effective and efficient manner Maintain the policies and procedures of the Enterprise Fraud Department Identify, design and implement controls needed to prevent fraud while maintaining awareness of the impact to client and employee experience Identify, recommend, implement and maintain internally and externally developed fraud detection and prevention solutions/software Remain informed regarding emerging payment channels, fraud trends, and actions needed to protect the bank and customers from related losses Leverage data analytics to identify patterns of fraud and implement timely prevention strategies, develop strategies for collecting, reporting and monitoring fraud-related data Collaborate with core processor to understand and implement fraud prevention strategies Collaborate with other lines of business and assist with the design and implementation of controls needed to prevent and detect fraud Participate in and contribute to projects related to the adoption of new products, services, processes, fraud prevention tools, etc. Perform risk assessments, both formally and informally to identify risks Evaluate control effectiveness and align resource allocations Create and maintain organized case files, interact professionally with internal counsel, law enforcement and regulatory agencies regarding fraud cases Assist with the development of educational materials for employees and customers Perform other related duties as assigned Qualifications Bachelor's degree in Accounting, Finance, or Business preferred (or equivalent years of directly related experience will be considered) AAP (Accredited ACH Professional) or APRP (Accredited Payments Risk Professional) Certification preferred Minimum of 3 years of fraud-related job experience Ability to manage and lead employees Strong knowledge of banking processes including check clearing, wire transfer, ACH, debit cards, and other payment channels. Ability to communicate effectively and professionally in all situations, including high-stress situations Ability to work independently and as part of a team Ability to multi-task and manage quickly developing situations Ability to interact professionally with internal auditors, external auditors, regulators, and/or business units Ability to manage problems involving several variables in situations where only limited standardization exists Ability to be an effective contributor in a group setting where multiple points of view are present and decisions need to be made quickly Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description TheGlobal Product Excellence teamis a centralcenter of excellencededicated to ensuring that Visa's products meet the highest standards of quality, innovation, and customer satisfaction on a worldwide scale. This global team'scharteris to driveoperational and product excellenceat Visa by defining and promoting best practices in product development, delivery, and continuous improvement. By partnering with product managers, engineers, regional leaders, and other cross-functional stakeholders, the Global Product Excellence team works to enhance product execution andscale product management effectiveness, creating consistent processes and metrics that help us initiate, plan and launch outstanding products across diverse markets. Ultimately, the team's mission is tobridge product strategy with executionandembed a culture of quality and innovationinto our product lifecycle - exceeding customer expectations and supporting our company's leadership in global markets. TheBusiness Consultant, Global Product Excellencewill serve as the strategic owner of theregional intake processfor the Consumer Payments and Platforms business - the central pathway through which regional and market teams submit product ideas, feature requests, and requirements for review by global product owners. This process is crucial for maintaining a healthy, transparent, and datadriven product pipeline. In this role, you will oversee the intake ecosystem endtoend, ensuring that regional insights and business needs are effectively captured, refined, prioritized, and connected to Visa's global product strategies and portfolio planning. You will partner with regional stakeholders, product managers, and crossfunctional collaborators to ensure a highquality, hightrust process. You will also lead continuous improvement initiatives to strengthen intake governance, tools, workflows, and reporting. This work is essential to ensuring Visa maintains globally coherent and regionally informed product roadmaps, enabling faster decisioning, better allocation of resources, and improved product outcomes across all markets. Responsibilities: Own the full regional intake lifecycle, from idea submission and triage to refinement, prioritization, and handoff to global product owners. Build strong partnerships withregional and market teamsto ensure highquality, wellarticulated product requests based on client feedback, competition, regulatory needs, and local innovation. Facilitateprioritization cyclesthat align regional needs with global product strategies and capacity constraints. Collaborate with global product owners, product managers, Sales, Client Services, Technology, Legal, and Strategy teams to ensure intake items are actionable and strategically aligned. Maintain, update, and improveintake governance documentation, workflow diagrams, templates, and standard operating procedures. Manage and optimize intake systems such as Jira, Jira Align, Confluence, Power BI / Power Platform dashboards, and other tooling used for pipeline management. Producerobust reporting and analytics, including throughput, volume trends, cycle times, quality assessments, regional contribution insights, and stakeholder satisfaction trends. Identify and implementprocess enhancements, including automation, gating improvements, and workflow refinements. Support global product planning cycles with insights drawn from intake requests, such as regional demand signals and emerging market needs. Delivertraining, communications, and changemanagement materials, ensuring global stakeholders understand how to engage with the intake process and what to expect. Collaborate closely with intake managers across other Visa business units toshare best practicesand ensure intake processes are thoughtfully connected. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD Experience leading cross functional processes within large, global, matrixed organizations. Understanding of product lifecycle management and product portfolio governance. Strong analytical and problem-solving skills, with experience building dashboards (Power BI, Excel, Jira reports, etc.) or analyzing pipeline data. Proficiency with product and workflow tools such as Jira, Jira Align, Confluence, Power Platform, or equivalent systems. Excellent communication and facilitation skills, including structured writing, presentation development, and cross functional alignment. Ability to influence without authority and build trust among regional and global stakeholders. Knowledge of consumer payments, digital wallets, cards, or other financial services products is a plus. Key Competencies Process Leadership: Able to build, refine, enforce, and scale structured intake governance. Strategic Alignment: Connects regional requests to global product strategies and business priorities. Stakeholder Influence: Navigates complex organizations and builds alignment across regions and functions. Analytical Insight: Uses data to diagnose process bottlenecks, improve quality, and inform portfolio decisions. Operational Excellence: Drives clarity, consistency, and rigor across intake workflows and documentation. Change Management: Introduces new ways of working with thoughtful communication, training, and stakeholder engagement. Customer & Market Perspective: Understands regional business needs and champions them effectively within global product discussions. AI Enhanced Productivity: Leverages AI tools and automation (e.g., generative AI, workflow automation, content generation, analytics augmentation) to streamline processes, improve decision quality, enhance documentation, and increase overall operational efficiency. Additional Information Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 121,100.00 to 193,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Digital Solutions Manager Location: Mattoon, IL Job Id: 4357 # of Openings: 1 The Digital Solutions Manager at First Mid is responsible for the management of the Digitals Solutions team that performs the day-to-day operations of the digital platforms and offerings of the bank. The Digital Solutions department serves as an escalation point throughout the bank for all Digital platforms. This role involves leading initiatives to optimize digital channels, such as online and mobile banking, and ensuring these solutions meet regulatory, security, and user experience standards. They collaborate with retail, sales, IT, compliance, and product teams to enhance digital solutions, streamline operations, and drive customer satisfaction while keeping abreast of technological advancements and industry best practices. Responsibilities include, but are not limited to: Lead and manage digital banking solutions for retail and commercial banking clients, focusing on functionality, performance, and user experience. Collaborate with cross-functional teams to enhance digital product offerings and implement process improvements. Lead the management and optimization of digital banking channels (e.g., online banking, mobile banking, and payments platforms) to ensure seamless, reliable, and secure experiences for both retail and commercial clients. Identify and prioritize new features and functionalities based on customer needs, business objectives, and emerging trends. Coordinate with leadership and project management teams to implement enhancements while maintaining system stability and security. Oversee the performance of digital platforms, using analytics tools to monitor uptime, transaction volumes, and response times, and troubleshoot or escalate issues as needed. Ensure proper communication is executed when issues arise within the Digital Platforms during business and non-business hours. Translate business objectives into measurable KPIs for the platform team. Track, analyze, and report on digital performance metrics across all active solutions. Regularly assess progress against KPIs and implement corrective actions when targets are at risk. Manage relationships with third-party vendors for platform solutions, ensuring service-level agreements (SLAs) are met, and coordinating any system updates or new integrations. Work closely with compliance and IT security teams to ensure digital channels adhere to regulatory requirements, including user authentication, data privacy, and transaction monitoring standards. Supervise, support and coach team members to ensure quality standards and excellent service levels are maintained. Provides daily operational assistance and oversight for the team. Manages and assigns tasks to the Digital Solutions team. Monitors schedules, assigns tasks, reviews job performance, and makes authoritative recommendations regarding hiring, discipline, promotion, or termination of staff. Manages regulatory compliance for treasury products - includes but is not limited to: Monitors federal and state regulations affecting deposits & electronic products. Performs research, analyzes issues, evaluates alternatives resolving complex issues, implements and communicates new and/or revised policies and procedures. Performs internal departmental audits when necessary, identifying and resolving any issues and ensuring compliance with regulations is maintained on an ongoing basis. Acts as liaison to Audit personnel and OCC personnel for deposit/electronic compliance. Maintains a thorough knowledge of all Digital systems, providing guidance to the staff on utilization, issues, and updates. Researches, develops, and implements new policies, procedures, and programs which will enhance the Bank's profitability and service features. Works closely with employees and customers to answer questions and resolve issues. Responsible for resolving complex system issues escalated for our Retail, Small Business, and Commercial platforms. Ensures compliance with the Federal Reserve Bank's Fedline Assurance Certification. Works closely with Fedline users, the Information Security Officer and Internal Audit. Completes required training associated with job function Performs other duties as assigned. Qualifications Education/Experience: Bachelor's degree with an emphasis on business, finance, computer science or related field preferred. Master's degree preferred but not required. 5+ years banking operations experience. Skills: Familiarity with security protocols, regulatory requirements, and compliance standards in digital banking (e.g., NACHA rules for ACH, FFIEC guidelines). Ability to develop and deliver effective training for employees and create customer education materials that support a smooth transition to new digital solutions. Strong written and verbal communication skills to effectively inform stakeholders and customers about changes, enhancements, and updates to digital platforms. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $61,300 - $76,600 per year Apply for this Position

Digital Solutions Manager Location: Beloit, WI Job Id: 4358 # of Openings: 1 The Digital Solutions Manager at First Mid is responsible for the management of the Digitals Solutions team that performs the day-to-day operations of the digital platforms and offerings of the bank. The Digital Solutions department serves as an escalation point throughout the bank for all Digital platforms. This role involves leading initiatives to optimize digital channels, such as online and mobile banking, and ensuring these solutions meet regulatory, security, and user experience standards. They collaborate with retail, sales, IT, compliance, and product teams to enhance digital solutions, streamline operations, and drive customer satisfaction while keeping abreast of technological advancements and industry best practices. Responsibilities include, but are not limited to: Lead and manage digital banking solutions for retail and commercial banking clients, focusing on functionality, performance, and user experience. Collaborate with cross-functional teams to enhance digital product offerings and implement process improvements. Lead the management and optimization of digital banking channels (e.g., online banking, mobile banking, and payments platforms) to ensure seamless, reliable, and secure experiences for both retail and commercial clients. Identify and prioritize new features and functionalities based on customer needs, business objectives, and emerging trends. Coordinate with leadership and project management teams to implement enhancements while maintaining system stability and security. Oversee the performance of digital platforms, using analytics tools to monitor uptime, transaction volumes, and response times, and troubleshoot or escalate issues as needed. Ensure proper communication is executed when issues arise within the Digital Platforms during business and non-business hours. Translate business objectives into measurable KPIs for the platform team. Track, analyze, and report on digital performance metrics across all active solutions. Regularly assess progress against KPIs and implement corrective actions when targets are at risk. Manage relationships with third-party vendors for platform solutions, ensuring service-level agreements (SLAs) are met, and coordinating any system updates or new integrations. Work closely with compliance and IT security teams to ensure digital channels adhere to regulatory requirements, including user authentication, data privacy, and transaction monitoring standards. Supervise, support and coach team members to ensure quality standards and excellent service levels are maintained. Provides daily operational assistance and oversight for the team. Manages and assigns tasks to the Digital Solutions team. Monitors schedules, assigns tasks, reviews job performance, and makes authoritative recommendations regarding hiring, discipline, promotion, or termination of staff. Manages regulatory compliance for treasury products - includes but is not limited to: Monitors federal and state regulations affecting deposits & electronic products. Performs research, analyzes issues, evaluates alternatives resolving complex issues, implements and communicates new and/or revised policies and procedures. Performs internal departmental audits when necessary, identifying and resolving any issues and ensuring compliance with regulations is maintained on an ongoing basis. Acts as liaison to Audit personnel and OCC personnel for deposit/electronic compliance. Maintains a thorough knowledge of all Digital systems, providing guidance to the staff on utilization, issues, and updates. Researches, develops, and implements new policies, procedures, and programs which will enhance the Bank's profitability and service features. Works closely with employees and customers to answer questions and resolve issues. Responsible for resolving complex system issues escalated for our Retail, Small Business, and Commercial platforms. Ensures compliance with the Federal Reserve Bank's Fedline Assurance Certification. Works closely with Fedline users, the Information Security Officer and Internal Audit. Completes required training associated with job function Performs other duties as assigned. Qualifications Education/Experience: Bachelor's degree with an emphasis on business, finance, computer science or related field preferred. Master's degree preferred but not required. 5+ years banking operations experience. Skills: Familiarity with security protocols, regulatory requirements, and compliance standards in digital banking (e.g., NACHA rules for ACH, FFIEC guidelines). Ability to develop and deliver effective training for employees and create customer education materials that support a smooth transition to new digital solutions. Strong written and verbal communication skills to effectively inform stakeholders and customers about changes, enhancements, and updates to digital platforms. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $61,300 - $76,600 per year Apply for this Position

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually. Territory: Texas (Dallas/San Antonio/ Austin and surrounding areas) "I am the person Capital Group is looking for." You have a degree in finance, economics, statistics, or a relevant field of study You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone) You preferably have experience managing your own sales territory where there was individual sales accountability You have a proven track record selling mutual funds, ETFs, and Retirement Plan products You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.) You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages You're well-versed in synthesizing information and presenting it in a distilled manner * You have the following licenses: Series 7 and 66 or 7, 63, and 65 Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

is $21.50 per hour depending on experience and qualification. Using program scripting, conducts proactive Member Outreach calls to welcome new and existing members, creating a positive and engaging experience from the start. Offers personalized onboarding assistance, including Online Banking setup, debit card activation, and e-statement enrollment, fostering strong member relationships. Using scripting, presents and explains credit union services and products to members, emphasizing tailored engagement and solutions that cater to their needs. Resolves member account discrepancies and escalates complex issues to ensure a seamless experience. Supports members with technology-related services and troubleshooting to enhance digital engagement. Utilizes consultative conversations to assess member needs and recommend appropriate services and products, aligning with strategic outreach initiatives. Proactively identifies and promotes opportunities for personal and auto loans, credit cards, and protection products, contributing to organizational growth and success. Demonstrates awareness and commitment to achieving individual and team performance goals, in line with the credit union's strategic objectives. Collaborates with internal teams to support cross-functional growth initiatives and member-centric efforts. Interviews and gathers documentation to originate, process, and close consumer loans, ensuring member satisfaction. Evaluates membership applications, loan applications, verifies credit and employment, and recommends decisions in accordance with policy. Identifies and escalates potentially fraudulent activity while maintaining member confidentiality and trust. Completes special projects and other duties as assigned, contributing to the credit union's long-term success. Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values. Statement of Understanding This is intended to provide a general overview of the essential duties, responsibilities, requirements, and working conditions associated with the position. It is not intended to be an exhaustive or comprehensive list of all tasks or responsibilities. The organization may assign additional duties or modify existing ones as needed, at its discretion. s may be updated periodically to reflect business needs and organizational changes. Reasonable accommodations may be made in accordance with the Americans with Disabilities Act (ADA) and other applicable laws, so long as such accommodations do not pose undue hardship to the organization or create significant health or safety risks. Nothing in this job description should be construed as creating an employment contract, either expressed or implied. Employment remains at-will, meaning that either the team member or the organization may end the employment relationship at any time, for any reason not prohibited by law. Equal Employment Opportunity (EEO) Georgia United is committed to providing equal employment opportunities and fostering a workplace where all individuals have the chance to succeed. We consider all qualified applicants for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We value the unique perspectives and contributions that each team member brings to our organization, believing that a diverse and inclusive workforce strengthens our credit union. E-Verify Georgia United participates in the U.S. Department of Homeland Security's E-Verify program. E-Verify is an online system used to confirm the eligibility of employees to work in the United States. This process involves electronically verifying the information provided by new hires against records maintained by the Department of Homeland Security and the Social Security Administration. Qualifications BehaviorsDetail Oriented - Capable of carrying out a given task with all details necessary to get the task done well Team Player - Works well as a member of a group EducationHigh School (required) Experience* Proficiency in Microsoft Office Suite, CRM systems, and digital communication tools. (required) * Strong math and analytical skills preferred. (preferred) * Digital onboarding, outbound member engagement, or related roles-preferably within a financial institution, preferred. (required) * At least one year of experience in a service-oriented or financial services role. (required) Skills Collaboration (required) Communication (required) Attention to Detail (required) Active Listening (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description American Heritage Credit Union, a $5+ billion credit union is looking for a candidate for our Branch Management Program. This program is designed to prepare individuals for management level positions by giving the candidate the opportunity to learn and grow in the following areas: Exposure to decision-making and leadership styles of managers Exposure to organizational knowledge Development of new skills such as leadership, employee relations, sales & service growth & development, communication skills, conflict management, team building, strategic management, etc. In addition to developing a candidate for this program, the credit union is making a visible commitment to retaining future leaders and maintaining a motivated and effective workplace. DUTIES Thorough knowledge of all credit union products, policies, procedures, and branch services. Professional, well-developed interpersonal skills necessary for supervising staff and servicing credit union members, staff, and clients. Responsible for adhering to and coaching to policies/procedures including, but not limited to, cash management, security, lending, federal regulations, and Human Resources. Ability to coach staff to be highly motivated, well trained, skilled in sales, and proficient in the delivery of Whale done service while maintaining a Cross-Selling environment within the branch. Assist in training employees and providing input for evaluating employee job performance. Develop, maintain, and expand relationships with all levels of the organization and within our existing Workplace Partners (WPP) if applicable. Ability to analyze, identify and interpret member's problems, questions and needs. Provide information on a product/service that will meet or exceed member expectations. QUALIFICATIONS Must have a college degree or be currently enrolled in an accredited university with a minimum of 50 completed credits (*Copies of your current transcripts are required if currently enrolled.) Must have an advanced working knowledge of Microsoft Office applications (Word, Excel, Outlook). Working knowledge of ADP Workforce Now, Symitar and Meridian Link preferred. Must obtain FICEP certification. Must demonstrate exceptional leadership abilities, initiative, engaging personality & an eagerness to motivate self and others. Must be willing to work late nights and Saturdays and be flexible to travel to any branch and/or department within the Credit Union (Center City and Suburbs included.) To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.