Operations Specialist jobs at Zions Bank - 1074 jobs

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 Visa's Internship Program provides an immersive, 12-week journey whereyou'llwork on impactful projects that drive Visa's mission forward. As a Visa intern,you'llbuild valuable connections across the organization, sharpen your communication and business acumen, and gain hands-on experience in a dynamic, global environment. Throughout the program,you'llhave exclusive access to interactive workshops and learning sessions designed to deepen yourexpertise, expand your industry knowledge, and elevate your professional skillset. Youwon'tjust belearning,you'llbe contributing, collaborating, and innovating every step of the way. In addition to professional development,you'llenjoy a variety of intern social events that foster community, connection, and fun throughout the summer. TheBusiness Operations Intern - NA will assistwithmodeling of end-to-end processestoidentifyimprovement opportunities.This isanoptimallearning opportunity for someone with analytical skills and attention to detail. Theinternwill apply these skills to real-world business process improvement initiatives. The Intern will alsoassistin various process improvements which may involve usage of GenAIfor dashboardreporting optimization using Co-Pilot Studioand/or ChatGPT. Primary Responsibilities: Act as an effective liaison betweenour Technicalteam,Operationsand other functions across the organization. Design business process models using process flowmodeling tools. Capture feedback on potential improvements and develop quantitative measures foridentifiedimprovement initiatives and optimization efforts. Support the business process improvement program through initiation, detailed project planning, risk identification and management, project execution and control, reporting, and closure. Qualifications Basic Qualifications Students pursuing aBachelor's or Master'sDegree with a graduation date in December 2026-August 2027 Strong communications skills, specifically, the absence of repeated grammatical or typographical errors, clear and concise written and spoken communications thatdemonstrateprofessional judgment. Preferred Qualifications StrongProficiencywith Microsoft Excel,Wordand PowerPoint Basic knowledge of payment products. Proactive, self-starter,and strategic thinker with strong analytical skills. Excellent problem-solving skills. Process-oriented with the ability to document processes and achieve goals across multiple tasks. Strong interpersonal skills and the ability to work well with a wide range of stakeholders. Ability towork independently andcollaborate effectively with other functional areastounderstand operational issues. Client-focused,witha determinationto resolve issues and conflicts. Curious mindset and a hands-on approach to all activities, with real passion for the payments industry. Some working knowledge of GenAItools such as MicrosoftCopilot studio and ChatGPT Additional Information U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is $30/hr to $35/hr. The hourly rate may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Hours:Varies upon the needs of the department. Work Authorization:Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. This is a hybrid position.Expectation of days in office will be confirmed by your hiring manager. 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.

Sound Credit Union is currently seeking a Repossession Specialist to join our team! If you have a passion for collections and providing excellent member service, then this position at Sound might be the ideal opportunity for you. We offer a welcoming environment with opportunities for professional growth, a passion for community involvement and great benefits to support employee wellbeing. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $27.12 - $33.89, depending on previous experience and education. The full salary range is $27.12 - $40.67. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: Manage the entire repossession process, ensuring accounts are tracked, collateral is secured, and remarketing strategies are implemented. Collaborate with various vendors, including repossession agents, insurance companies, dealerships, and law enforcement, to facilitate the repossession and liquidation process. Engage with members to resolve delinquent accounts through communication, negotiation of payment arrangements, and documentation of collection efforts. Requirements: 2+ years of experience in the account collections field required, preferably in a financial institution. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization is not available. Our Hours: A hybrid schedule Monday - Friday, 9AM - 6PM, with the occasional need to work Saturdays. In your role you will have the ability to combine in-person and remote work. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

DescriptionThe Loan Funding Specialist will be responsible for reviewing, processing, and funding all new loans. These transactions are time sensitive and must be processed with accuracy and efficiency. Types of loans funded will be commercial, real estate, agricultural, consumer, indirect and fresh start. Essential Duties Reviewing the Loan Funding Worksheet to ensure calculations are accurate. Ensuring the worksheet is complete. Reviewing the note and other documents for proper signatures. Preparing and processing all online funding entries, including GL entries, deposits, cashiers checks and wire transfers. Uploading the loan to the Silverlake System. Documenting and recording online funding entries. Answering questions, resolving problems, and responding to requests for funding promptly and courteously. Maintaining work area in a clean, neat and professional manner. Performing miscellaneous duties as assigned. Participating in training sessions as required by supervisor. Equal Opportunity Employer/Veterans/Disabled

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. We will be accepting applications for this position from Tuesday, January 20thuntilTuesday, January27th2026. Job Description Visa'sTechnologyApprenticeship Programis designed for those withnoprior experience interested in receiving hands-on IT training with an organization while also earning a salary. If this sounds like you, we encourage you to apply! Global OperationsApprenticeship:This program combines classroom training, hands-on mentorship, and real-world projects tohelp launch a career as amember of our Global Operations Support teamat Visa. Apprentices will begin with a15-weekbootcamp where they will receive full-time classroom-style education that will prepare them for On-the-Job Training (OJT). This period is officially known as Related Technical Instruction (RTI). During the RTI period, Apprentices will be contracted as employees of our Apprenticeship Provider,Apprenti. Upon successful completion of RTI, including satisfactory performance review, employment with Visa will begin. At the conclusion of the year of OJT, those who have successfully completed the program may have the opportunity to be considered for promotion to full-time employment. Role Overview The apprentice will be trained tosupportproactive monitoring and incident response for enterprise systems, network operations, and applications within a 24/7 Operations Command Center. This position ensures service continuity byidentifying, triaging, and escalating issues according to established protocols.It serves as a critical first line of defense for operational stability. Key Responsibilitiesmay include: Client Advocacy & Support: Act as the first point of contact for Visa clients, including financial institutions and vendors, ensuringtimelyand effective resolution of issues. Incident & Network Operations Management: Proactivelymonitorsystems and network operations, detect and analyze outages using VOCC tools, and escalate incidents promptlyperestablished guidelines. Bridge Stewardship & Communication: Manage internal and external incident bridges tofacilitaterapid resolution and provide clear,timelycommunications to stakeholders. Impact Assessment & Reporting: Evaluate incident impact and draft communications for distribution within definedtimeframes, ensuring accuracy and professionalism. Operational Execution: Support scheduled changes and perform troubleshooting across multiple platforms independently while adhering to standard procedures. Work Hours: This position requires the candidate to work 10/12-hour shifts during the day (with a 2-week rotation). When scheduled, the staff wouldbe requiredto work on weekends and public holidays. We aim to start apprentices on a standard schedule andanticipatea move to shift at the midpoint of the program. Specific assignments will depend upon your skill sets and team needs. By applying for this position, your application is automatically considered across multiple teams. This apprenticeship is intended for individuals who want to learn and develop entry-level technical and professional skills intechnology. Ifyou'recurrently pursuing or have completed a degree in a Software Engineering-related field, we encourage you to browse our University Graduate and Internship opportunities. Qualifications Basic Qualifications: 18 years or older Eligible to work in the United States without sponsorship Have basic problem-solving skills/analytical mindset Must be local and available to work in person in Highlands Ranch, CO Notcurrently enrolled in or have completed a Bachelor's, Master's, or PhD degree program in a related technical field (cybersecurity, software engineering, etc.) Interest in pursuing a career in the payments space Preferred Qualifications: Demonstrated interest in technology shown through education, certifications, bootcamps, experience, skills, projects, or tech community memberships. AdditionalQualifications: Apprentices will need to provide their own computers during RTIperiod. The following tech specifications arerequired: Windows 10 or mac OS 10 Windows Processor -non ARMtype (Intel or AMD only - need for Adobe Connect to function) RAM 8GB minimum (12GB - 16 GB recommended) Solid State Drive - minimum 40 gigs free space Webcam Headset (Noise Cancelling Mic Headset preferred) Internet connection at least 2Mb up/down Dedicated workspace (Bootcamp will be 8+ hours at your desk daily) 2nd monitor or XL monitor Additional Information U.S. APPLICANTS ONLY:The estimated base salary during your remote training period will be $47,923 plus benefits and may progress to $60,000 upon successful completion of your training period, 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 forbonusand 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. 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. Future sponsorship will not be considered. This is a hybrid position.Expectation of days inofficewill be confirmed by your hiring manager. Work Hours:Thisposition requires the candidate to work 10/12-hour shifts during the day (with a 2-week rotation). When scheduled, the staff wouldbe requiredto work on weekends and public holidays. We aim to start apprentices on a standard schedule andanticipatea move to shift at the midpoint of the program. 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,frequentlyoperatestandard 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 alsoconsider foremploymentqualified 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.

***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: We are seeking an Outstanding Funding Condition Specialist. In accordance with regulatory and investor guidelines the OFC Specialist proactively monitors, reviews, assigns, researches, and clears any outstanding funding conditions that have been flagged after the loan file has been through the review process. What you'll do: Promptly throughout the day pull, review, and update the Outstanding Funding Condition (OFC) Queue daily to retrieve and clear conditions Assign "Responsibility Of" and "Assigned To" to OFC to as many conditions as possible Analyze items/documents received to clear conditions for completeness and accuracy Clarify, amend, and delete conditions as necessary to meet all requirements to clear the condition Upload any corrected/missing loan documents received into Imaging in addition to editing and renaming loan documentation when applicable Provide timely email notifications to the impacted branch/affected parties and contact vendors for any needed corrections Actively follow up for status on all pending outstanding funding conditions assigned to OFC, the branch and other parties to ensure timely receipt and clearing of conditions Perform other job-related duties and or special projects as assigned What you'll need to be successful: Success in this job relies on your time management skills, organization, and positive attitude. In addition, you'll need the following qualifications: High School Diploma or equivalent Minimum of 2 years prior experience in processing, closing or underwriting Knowledge of FHA, VA and Conventional loan documentation Can handle multiple priorities, be proactive, an excellent communicator, high attention to detail, time management, strong organizational and prioritization skills Ability to follow established operating procedures and meet deadlines Ability to adapt and embrace change Experience with LOS a plus, fluent in Microsoft Word, Excel, Outlook, Adobe What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone 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.

is responsible for effective operational service in performing Wire Transfers. Wire Transfer responsibilities include processing of all incoming and outgoing wires. Working with internal and external customers through multiple channels to complete wire requests. Job duties are to be performed with moderate supervision and require attention to detail with a high degree of accuracy. Ability to prioritize tasks using good judgement and decision making in a team environment where tasks and assignments change to meet deadlines. Schedule: Monday thru Friday, Dayshift hours. Regular, reliable attendance required. Location: 176 S Post Street, Spokane, WA 99201, not a remote eligible role. We are looking for the following: Processes domestic wire transfers for incoming and outgoing customer transactions on the bank's wire platform with accuracy and efficiency. Processes foreign wire transfers for outgoing customer transactions through correspondent bank(s) with accuracy and efficiency. Analyzes and applies information reviewed for fraud monitoring using the wire system and web-based tools. Performs research for wire disputes and documents details of the research within the bank's fraud tools. Reviews documentation for compliance with Bank policy and performs compliance and risk management duties as assigned for associated job functions. Assists in achieving service level agreements set for processing wire transfers. Participates in special projects or duties as assigned. Performs compliance and risk management duties as required or assigned. Regular, reliable attendance is required. Pay Range: WS I - $17.49 - $25.24 per hour WS II - $18.99 - $28.52 per hour WS III - $20.67 - $31.03 per hour WS IV - $22.50 - $33.76 per hour The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. What Our Culture Can Offer You: Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment. 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.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY This position is responsible for the review and accuracy of the HDMA loan data required to be collected and reported in accordance with the Bank and HMDA regulatory requirements. ESSENTIAL FUNCTIONS Responsible for accuracy and integrity of the data collected and reviewed that is reported on originated mortgage loans, as well as non-originated applications (denials, withdrawal, approved but not accepted applications). Scrub and audit file loan data to uncover any systematic problems, discrepancies, or data integrity issues. Perform second line reviews on Bank Purchase Loans. Work with various mortgage operations team members as well as other areas of the Bank to correct data within the loan origination system (Empower) or on the LAR. Identify commercial HMDA reportable loans; prepare manual HMDA LAR by working with various commercial lending units. Report any potential concerns about non-compliance with HMDA regulatory requirements. Prepare monthly HMDA excel reports that will be submitted to the Compliance Department for LAR reporting. Meet monthly deadline for HMDA data required on the Loan Application Register (LAR). Perform other tasks which may be assigned by management. QUALIFICATIONS Education: College graduate with major in accounting or business preferred. Experience: Minimum three years of mortgage lending and banking experience with good knowledge of lending regulations. Knowledge of the Home Mortgage Disclosure Act (HMDA) is preferred. Skills/Ability: Strong analytical and research skills; strong planning, organizing, and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the expert level; demonstrated ability to work in a team-oriented environment; bilingual English/Chinese is a plus. OTHER DETAILS $20.00 - $24.04 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Corporate Background into Financial Services! Strategic Thinking & Problem Solving: Corporate professionals are trained to assess complex situations, identify opportunities, and implement strategic solutions, skills that directly translate to personalized financial planning and advising. Client Relationship Management: Experience in managing internal and external stakeholders equips them to build trust, communicate effectively, and deliver exceptional client service, critical for long-term success in financial services. Data-Driven Decision Making: Familiarity with metrics, forecasting, and performance analysis helps them confidently guide clients through financial decisions with clarity and confidence. Professional Discipline & Work Ethic: A structured corporate environment fosters accountability, time management, and goal orientation, traits that support the nature of building a successful financial practice. Our thriving office is located at: 333 N. Greene Street, Suite 400, Greensboro, NC 27401 Meet our thriving team! Jeff Jackman, Wealth Management Advisor & Growth & Development Director: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf clubs since college. Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology. Kristin Kling, Financial Advisor: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles. Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people. Megan Parker, Director of Selection & Recruitment: How long with NM? 2 years Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years. Passionate about? Traveling, live music, college basketball & football (Go Deacs!), musical theater, club pilates, volunteering in the community, and gardening. M. Scott Henegar, Managing Director: How long with NM? 29 years (14 as an Advisor, 15 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree in finance, business, or a related field is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

JobID: 210683315 JobSchedule: Full time JobShift: : J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: * Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management * Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients * Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies * Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions * Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base * Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services * Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: * 7 years' experience in Financial Services industry * Strong understanding of the needs and sensitivities of clients * Ability to work in a team-based environment * Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment * Experienced in working on a team with at least two additional Sales Associate * Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date * Bachelor's degree required

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: 7 years' experience in Financial Services industry Strong understanding of the needs and sensitivities of clients Ability to work in a team-based environment Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment Experienced in working on a team with at least two additional Sales Associate Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Bachelor's degree required

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: + Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management + Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients + Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies + Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions + Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base + Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services + Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: + 7 years' experience in Financial Services industry + Strong understanding of the needs and sensitivities of clients + Ability to work in a team-based environment + Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment + Experienced in working on a team with at least two additional Sales Associate + Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date + Bachelor's degree required Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Under the general supervision of the AVP Business Services, the Business Treasury Services Specialist is responsible for a variety of functions that provide support to the business deposit products and services (accounts, online banking and relationship pricing) as well as all business ancillary products (RDC, ACH, Merchant and Payroll Services). ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Provides direct operational support to the AVP Business Services, including but not limited to document preparation and onboarding of new business accounts and other ancillary business products. Performs file maintenance on business accounts and other ancillary business products. Creates, prepares and maintains a variety of records and reports. Provides support to new and current business members with service requests and technical assistance related to treasury services products. Provides internal support with service requests and technical assistance related to treasury services products. Performs periodic review (quality control) of business accounts onboarded at the branch level. Completes all necessary month-end reports and submits to management as required. Maintains a working knowledge of procedures and policies, as well as business formation documentation. Maintains current job knowledge of Credit Union policies, procedures, and services. Uses cross-selling techniques to promote other Credit Union services. Regularly attends and participates in in-house training. Performs duties as assigned by management and may be assigned to work at any location. SUPERVISORY FUNCTIONS None. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Associate degree or an equivalent combination of education and experience. Three or more years of experience with Business Accounts or related area. Certificates, Licenses and Registrations None. Knowledge Knowledge of Business Deposit Account procedures, including opening of accounts on the core system. Knowledge of Business Formation Documents and Requirements. Proficiency with MS Word, MS Excel, and MS Outlook required. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations.

Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: * Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. * Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. * Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. * Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. * Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. * Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. * Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS * Bachelor's Degree in Business, Finance, Economics, or a related field. * Three to five years of experience in data analysis or sales operations. * Experience gathering, interpreting, and acting on sales data and KPIs. * Strong proficiency with CRM platforms such as Salesforce or HubSpot. * Highly organized, detail-oriented, and able to manage multiple projects simultaneously. * Ability to work in a team-based setting. * Strong communication skills. BENEFITS * Health Insurance * Dental insurance * Vision insurance * Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability benefits * Voluntary Life Insurance * Basic Life Insurance * EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements: QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Business Management, Strategy & Support Job Description: Department Overview: US CRE Credit Management is a dynamic organization that supports CRE lending products across almost all distribution channels within the Bank (ICRE and Regional Commercial Bank). In addition to traditional secured CRE lending, the group maintains specialty verticals that include REITs/Funds/Capital Calls, Mortgage Warehouse and Affordable Housing which serves as a primary driver of the bank's CRA activities. The ICRE portfolio comprises ~375 relationships and ~$32B of exposure while the MCRE managed portfolio comprises ~1,500 relationships and ~$8B of exposure. Colleagues are based across the Bank's Maine to Florida footprint with hubs maintained in NYC, Boston, Charlotte and Miami. CM leadership is aligned with Regional Bank leadership in MCRE and the ICRE is aligned geographically and by verticals. Areas of opportunity with the Senior Business Management specialist role include: project management (Policy and Model reviews as well as Adhoc), process management (deal screening, high risk portfolio etc), coordination of training and development, data and reporting (dashboards), Monitoring and Controls oversight as well as exam coordination (regulatory and internal). The above details are specific to the role which is outlined in the general description below. The Sr Business Mgmt Specialist leads a significant business management function and/or strategy planning, oversight, control or governance activities for highly complex / high risk / transformational (change the bank) / strategic initiatives, liaises across the organization and primarily interfaces with executive and/or functional stakeholders. Depth & Scope: * Generally accountable for a significant business management area that typically has enterprise wide impact or accountability * Enterprise or functional expert, requiring broad managerial and deep specialized knowledge at the enterprise, business, regulatory and industry levels * Undertakes and completes a variety of complex initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes * Position typically deals with senior/executive management * Focus on longer-range planning for functional area (e.g. 12 months or greater) * May manage and prioritize multiple projects at a given time Education & Experience: * Undergraduate degree * 10+ years relevant experience Customer Accountabilities: * Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy * Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas * Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas * Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation * Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) * Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management * Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed Shareholder Accountabilities: * Adheres to enterprise frameworks and methodologies that relate to business management activities for own area * Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank * Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required * Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). * Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations * Leads relevant governance meetings or committees and related deliverables / outcomes * Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues Employee/Team Accountabilities: * Provides thought leadership and/or industry knowledge for own area of expertise * Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest * Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency * Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services * Participates in knowledge transfer within the team and business units Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Hours: 40 Pay Details: $95,264 - $155,376 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence Job Description: Job Summary: The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Depth & Scope: * Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others * Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members * Scope of role may have enterprise impact * Focuses on short to medium - term issues (e.g. 6-12 months) * Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise * Oversees and/or independently performs tasks from end-to-end * May interact with any hierarchy level up to executive leaders and external vendors Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 5+ year of relevant experience; higher degree education and research tenure can be counted Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $95,264 - $155,376 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Analytics, Insights, & Artificial Intelligence **Job Description:** **Job Summary:** The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scope of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end-to-end + May interact with any hierarchy level up to executive leaders and external vendors **Education & Experience:** + Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; + 5+ year of relevant experience; higher degree education and research tenure can be counted **Customer Accountabilities:** + Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs + Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience + Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business + Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate + Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations + Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution + Provides day-to-day support and delivery of analytics **Shareholder Accountabilities:** + Represents functional area as a business insights & analytics specialized expert + Synthesizes complex and vast amount of information and translates into actionable insights and strategy + Builds business requirements and facilitates project execution to develop insights + Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value + Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers + Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly + Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand + Provides business explanation for anomalies/outliers identified during analysis + Works with business functions and analytics teams to transition business requirements to analytics requirements + Trains business users on how to integrate analytics into decisions + Leverages knowledge of data capabilities to build and deliver insights + Develops analysis to corroborate initial proof of concept + Executes on data requests accurately and within a timely manner + Identifies and investigates data/analytics related issues + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit + Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices + Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.