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Client Manager - US Large Market
American Express 4.8
Columbus, OH job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
Job Responsibilities:
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
Qualifications:
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023616
$89.3k-150.3k yearly 2d ago
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Sr. Desk Property Adjuster (Hybrid)
USAA 4.7
Remote or Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Senior Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate and settle complex property insurance claims presented by or against our members. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate.
This hybrid role requires an individual to be in the office 3 days per week. Typical work schedules are 9:00 am - 5:30 pm (local time) Monday to Friday and may include some weekends. This position can be based in the Colorado Springs, CO office.
Relocation assistance is not available for this position.
The Inside Sr. Property Adjuster role is a call center environment with a high volume of calls. This is an hourly, non-exempt position with paid overtime available.
Tasks:
Proactively manage assigned claims caseload comprised of claims with moderate complexity damages that require commensurate knowledge and understanding of claims coverage.
Partner with vendors and internal business partners to facilitate moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigate claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
Identify coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving moderate complexity policy terms and contingencies.
Determine and negotiates moderate complexity claims settlement. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes.
Maintain accurate, thorough, and current claim file documentation throughout the claims process.
Apply proficient knowledge of estimating technology platforms and virtual inspection tools; Utilizes platforms and tools to prepare claims estimates to manage moderate complexity property insurance claims.
Apply working knowledge of industry standards of inspection, damage mitigation and restoration techniques.
Serve as an informal resource for team members.
Recognize and addresses jurisdictional challenges such as applicable legislation and construction considerations.
Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
2 years relevant property adjusting and/or claims adjusting experience handling moderately complex claims or construction related industry/insurance experience.
Developing knowledge of residential construction.
Working knowledge of estimating losses using Xactimate or similar tools and platforms.
Demonstrated negotiation, investigation, communication, and conflict resolution skills.
Working knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Proficient in prioritizing and multi-tasking, including navigating through multiple business applications.
May need to travel up to 50% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
Experience desk adjusting property claims involving Dwelling, Other Structures, Loss of Use, and Contents using virtual technologies (Hosta, Hover, Xactimate, ClaimsX)
Experience handling large loss complex claims (i.e., water, vandalism, malicious mischief, foreclosures, earth movement, appraisal, collapse, etc.)
Experience handling water loss claims including water mitigation, water loss estimating and reconciliation
Experience with full file ownership
Insurance industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing)
Xactimate Level 1 and/or Level 2 certification
Experience in a call center environment
Currently hold an active Adjuster License
Bachelor's degree
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $63,590 - $117,990.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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, or status as a protected veteran.
$63.6k-118k yearly Auto-Apply 1d ago
Electrical Project Manager
Blackrock Resources LLC 4.4
Columbus, OH job
About the Role
A Senior Electrical Project Manager with at least one of the following:
Electrical Project Management experience
Project Management experience in a multi-trade environment working with MEP trades
Responsibilities
Manage projects to ensure that work is completed as scheduled, within the established project budget, at a high level of quality, and in compliance with the contract.
Produce an SOV, submit billing, approve invoices, review job costs, complete financial reports, project financial performance, and write purchase orders in a timely manner.
Lead monthly financial reviews detailing cash flow, billing, net financial position, change order progress, project risks, etc.
Estimating skills to include accurate quantity takeoff, proper assembly selection, assembly building, functional use of Accubid, etc.
Perform routine site visits to identify, document, and communicate issues related to scope changes, schedule conflicts, material shortages, Client adjustment, quality control, safety, etc.
Manage the Building Information Modeling (BIM) process starting with the estimate, moving through 3D coordination, to prefabrication and site delivery, culminating in field installation.
Ability to quickly anticipate, identify, analyze, and resolve problems.
Ability to read and understand schedules for use in responsible planning and management exercises.
Ability to quantify, compile, submit, manage, and execute change orders.
Ensure the effective and timely management of the RFI process.
Manage subcontractor relationships to ensure project schedule, project scopes, and safety expectations are effectively communicated.
Participate in the yearly employee performance evaluation process giving accurate non-bias job performance appraisals, setting goals, creating expectations, and offering constructive feedback.
Efficiently direct project closeout, punch list completion, record drawings, and demobilization.
Cultivate new business relationships while maintaining existing customer relationships.
Participate in a culture of continuous learning, training and skill development while encouraging the same from the team.
Effectively communicate project information to both internal and external project stakeholders.
Review and interpret blueprints/shop drawings and other project documents to formulate accurate management strategies.
Encourage a merit based, competitive, and cooperative environment.
Understand the scope of work/responsibilities of other trades at project site.
Coordinate with the Safety Team to promote safe work practices on assigned projects.
Possess a willingness to work onsite five days a week when necessary.
Coordinate, attend, and conduct meetings / activities.
Qualifications
Minimum of Five (5) years' experience in the management of electrical construction operations.
Bachelor's degree in Engineering, Construction Management, Business Administration, or (5) years of related field experience.
Data Center, Healthcare, and Light Industrial experience.
Experience managing projects / portfolios in excess of $50 million.
Required Skills
Strong understanding of percentage of completion and financial reporting.
Excellent written and verbal communication skills.
Excellent organizational skills and attention to detail.
Strong leadership skills.
Experience using Bluebeam, Primavera P6, and/or Accubid.
Proficient with Microsoft Office Suite and related software.
$60k-80k yearly est. 4d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 5d ago
Associate General Counsel - Gaming & Regulatory (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A governmental agency in Massachusetts seeks an Associate General Counsel to provide legal advice related to gaming regulations. In this role, you will draft and interpret regulations, assist with compliance issues, and represent the agency in hearings. The ideal candidate possesses a Juris Doctor Degree, a license to practice in Massachusetts, and is experienced in legal writing and analysis. Competitive salary range is offered with a potential hybrid work model.
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$107k-163k yearly est. 1d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Columbus, OH job
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-58k yearly est. 5d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
Remote or San Francisco, CA job
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
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$118k-153k yearly est. 3d ago
Qualified Retirement Plan Advisor
Farmers National Bank of Canfield 4.7
Beachwood, OH job
SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Managing a book of retirement plan investment advisory business
Developing and implementing an Investment Policy Statement (IPS)
Monitoring investments for soundness and appropriateness on a plan level basis
Conducting regular investment review meetings with new and existing clients
Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps
Clearly define and communicate the profile of a potential corporate retirement plan client
Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile
Develop and strengthen lead generation from other Centers of Influence
Conduct direct client prospecting
Oversee the performance of any administrative associates directly reporting to them
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business (Finance preferred)
Must have Life, Accident & Health license, Series 7, and Series 66
Minimum of one (1) year retirement plan advisory experience
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsSeries 63 License (preferred)
Series 7 License (preferred)
Series 6 License (preferred)
Skills
Sales Experience (preferred)
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.
$68k-109k yearly est. 5d ago
Director, Technical Program Management - Capital One Software (Remote)
Capital One 4.7
Remote or Washington, DC job
Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market.
Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward.
We are seeking top tier talent to join our pioneering team and propel us towards our destination. You will be joining a team of innovative product, tech, and design leaders that tirelessly seek to question the status quo. As a Capital One Director, Technical Program Management, you'll have the opportunity to be on the forefront of building this business and bring these tools to market.
Our TPM Directors have:
Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle
Exceptional communication and collaboration skills
Excellent problem solving and influencing skills
A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker
Experience as a TPM leader to grow and develop a team of TPMs, while also building the foundations for the TPM practice
Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives
Deep focus on execution, follow-through, accountability, and results
Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.
Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners
Basic Qualifications:
At least 7 years of experience in technical program management
Bachelor's degree
Preferred Qualifications:
7+ years of experience designing and building data-intensive solutions using distributed computing
3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS
3+ years experience building highly scalable mobile products & platforms
3+ years of experience building B2B SaaS products
3+ years of experience with Agile delivery
3+ years of experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact
Experience in building systems & solutions within a highly regulated environment
Bachelor's degree in a related technical field (Computer Science, Software Engineering)
MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $205,400 - $234,400 for Director, Technical Program Management
Richmond, VA: $205,400 - $234,400 for Director, Technical Program Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$205.4k-234.4k yearly 1d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Remote or Boston, MA job
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.
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$117k-152k yearly est. 2d ago
Strategic FP&A Principal, Global Ops - Hybrid 4/1
Wellington Management Company 4.9
Remote or Boston, MA job
A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000.
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$107k-143k yearly est. 2d ago
Bank Teller
Farmers National Bank of Canfield 4.7
Massillon, OH job
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products
Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results
Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis
Operate and balance a terminal and cash drawer daily
Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal
Accept checks for cashing in accordance to FNB check handling procedures
Participate and successfully complete all required training courses
Willingness to be flexible with a strong desire to create a work environment conducive to teamwork
Assist with various duties associated with money shipments/orders, etc.
Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions
Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures
Motivation to make outbound sales calls to current and prospective clients
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs
Maintain a position of trust and responsibility by keeping all customer business and personal information confidential
Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank
Must be able to work in a team environment, in a positive manner, with coworkers and the public
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
High School diploma or General Education degree (GED)
Proven cash handling experience
Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment
Customer service and/or sales experience at any level
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Cash Handling (required)
Customer Service (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.
$27k-31k yearly est. 5d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH job
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
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.
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$58k-83k yearly est. 5d ago
Community Development Administrative Assistant, Cleveland
Dollar Bank, FSB 4.1
Cleveland, OH job
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
* High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
* Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
* Mortgage, credit counseling or lending experience preferred.
* Knowledge of Bank operations, functions and organization preferred.
* Must be proficient in Microsoft Office products (Candidate will be tested).
* Communicate clearly and concisely, both orally and in writing.
* Establish and maintain effective working relationships with those contacted in the course of work.
* Strong interpersonal skills required.
* The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
* A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
* Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
* Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
* Attend evening and weekend events as required
* Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
* Review Home Ownership Program applications.
* Actively researches for new community development partnerships that align with Community Development mission.
* Order and review credit reports as requested.
* Maintain updated filing/purging system to keep accurate count of program clients.
* Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
* Manage database of new clients via computer and create customer records.
* Assist Community Development Officer with clients and follow-ups as needed.
* Work in conjunction with Marketing Department on departmental booklet ads for events.
* Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
* Prepare for exams from the Office of the Comptroller of the Currency (OCC).
* Verify/Investigate organizations as 501 (c3), non-profit.
* Prepare and send notifications/official letters to approved organizations.
* Assist VP with contribution budget preparation and monitoring.
* All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: 45,000-54,000
$26k-32k yearly est. 5d ago
Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule.
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$100.8k-155.5k yearly 4d ago
Mortgage Loan Officer
Farmers National Bank of Canfield 4.7
Dublin, OH job
SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Source, qualify and originate 1-4 family mortgage loans
Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services
Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities
Develop and maintain profitable Centers Of Influence to help generate new business leads
Develop and maintain relationships within the real estate community
Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc.
Create and track various production and call reports on a monthly/quarterly/annual basis
Travel to multiple retail banking offices and client homes/offices on a daily basis
Generate new business leads through personal referrals and other centers of influence
Provide superior client service through meticulous attention to detail and to the client needs/wants
Ensure compliance with all government and regulatory requirements
Interview applicants and request specified information for loan application
Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan
Correspond with applicant or creditors to resolve questions regarding application information
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Complete other duties as assigned
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred)
Must be eligible for NMLS licensing or be currently licensed and in good standing
Minimum of 1 year experience in mortgage lending and/or processing
Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA)
FHA/VA knowledge required
Proven understanding of mortgage terminology, documentation, and regulations
Proven organizational skills
Strong computer skills (Excel, Word)
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsNMLS (preferred)
Skills
Mortgage Lending (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.
$35k-46k yearly est. 5d ago
Personal Trust Officer
Farmers National Bank of Canfield 4.7
Dublin, OH job
Personal Trust Officer directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The position works in conjunction with the Portfolio Manager to assist in the development and execution of the client's investment goals. This individual is responsible for new business development, cross sale of other Bank products and services, and Trust Administration. New business will be generated from a calling program that includes business development calls on current client, potential customers, businesses, professionals, and internal and external centers of influence.
ESSENTIAL DUTIES and RESPONSIBILITIES
Responsible for developing new business opportunities through client contact and prospecting while maintaining relationships with current clients.
Demonstrate in depth knowledge, understanding and development of Trust accounts, products, and solutions
Attract new clients and retain existing clients by developing marketing materials, plan presentation and strategies
Determine client and business owners' needs by meeting with them to gather information, review trust and estate planning needs, retirement planning, investment asset allocation and investment strategies to optimize client goals and determine an appropriate strategy for closing sale
Effectively administer complex fiduciary trust accounts, agencies and foundations according to terms of the document. Monitor accounts on a daily basis, monitor daily cash balances, and prepare account reviews on a monthly basis.
Assist in the administration of Estates and Guardianships (prepare inventories, distributions, court accountings), determine date of death values, tax basis issues.
Monitor compliance matters and maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements.
In conjunction with the Portfolio Manager, assist in the coordination of investment needs for clients, including cash management and asset allocation choices.
Proactively provide professional service to satisfy client needs. Identify and resolve client issues arising in the course of administration of an account.
Maintain communication with attorneys, CPAs, etc. for potential trust business.
Have a general knowledge of bank products and the ability to introduce trust clients to bank services to support new business for the Trust Company and the Bank
Perform tasks/projects/duties as assigned
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business Administration, Finance, or related field. JD or CPA preferred.
Minimum 3-5 years background in Trust or related business
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Trust Services (preferred)
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.
$41k-82k yearly est. 5d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 3d ago
Associate General Counsel - Gaming & Regulatory (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A state regulatory agency is seeking an Associate General Counsel to provide legal advice and strategy on regulatory matters related to casino gaming, sports wagering, and horse racing. The role requires a Juris Doctor Degree, a license to practice in Massachusetts, and a minimum of 4 years of relevant experience. Responsibilities include drafting regulations, advising the Commission, and representing it in hearings. The position offers a salary range of 74,818.17 - 109,718.05 yearly and potential hybrid work options.
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$107k-163k yearly est. 1d ago
Universal Banker
Farmers National Bank of Canfield 4.7
Niles, OH job
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client.
Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis.
Coordinate daily with Branch Manager regarding sales and service operations.
Coach tellers to meet their daily sales referral goals and provide excellent customer service.
Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs.
Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration.
Prepare contracts; renew IRA Certificates and all related IRA transactions.
Open, redeem, and calculate interest on Certificates of Deposit.
Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction.
Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately.
Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting.
Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market.
Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place.
Authority to open and close branch following proper security procedures
Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides.
Make outbound sales calls to current and prospective clients.
Run a teller window as needed.
Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork.
Other duties as assigned
EDUCATION and/or EXPERIENCE:
High School diploma or General Education degree (GED); College degree preferred
Minimum of two (2) years retail banking experience as a teller or customer contact/sales position.
Minimum of one (1) year opening new accounts, sales and operations preferred.
Previous supervisory and sales experience highly preferred
OTHER SKILLS and ABILITIES:
Ability to lead and motivate a team and constant involvement in the bank's referral program.
Must have excellent judgment/decision making skills, time management and organizational skills
Ability to present a professional image and maintain a high level of personality and confidentiality
Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures
Strong knowledge of daily branch, vault and ATM operations.
Expected to exercise sound judgment in resolving client and/or employee issues
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (required)
Cash Handling (required)
Customer Service (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.
$50k yearly 5d ago
Learn more about Woodsville Guaranty Savings Bank jobs
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Woodsville Guaranty Savings Bank may also be known as or be related to GUARANTY BANCORP, Guaranty Bancorp, Inc. and Woodsville Guaranty Savings Bank.