Executive Account Director - Remote or In-office in Midvale, UT
Zions Bancorporation 4.5
Midvale, UT jobs
**Procuity** , a subsidiary of Zions Bancorporation, is a health care technology company whose primary business focus is healthcare financial optimization. Today we deliver the industry's most powerful platform of tools and information designed to help pharmacies and others manage the risks and complexities of the 340B marketplace. With our deep and unique expertise in technology, data collection, and financial controls, our product 340BDirect offers simplicity, order, and transparency to each of our customers.
As a company whose success is measured by individual customer performance, Procuity understands that quality is the one non-negotiable component of every solution we prescribe. We work in close partnership with each customer to solve business problems with decision-critical information through innovative software solutions, and professional guidance.
This position can be remote or in-office in Midvale, UT.
The ideal candidate for the **_Executive Account Director_** position will have the skills and experience necessary to:
· Develop and execute targeted sales campaigns.
· Identify potential customers via prospecting, cold calling and follows-up on all leads.
· Perform remote product demonstrations.
· Manage client issues and client relations.
· Occasionally participate in various marketing events and activities.
· Manage the entire sales process from prospect to close.
· Communicate the company's value proposition to the marketplace.
· Make recommendations regarding products to clients.
· Perform other duties as assigned.
**Qualifications:**
· Requires a High School Diploma or equivalent and 2+ years of experience in inside sales, experience selling into the pharmacy industry, prospecting and targeting new business or other directly related experience.
· A combination of education and experience may meet job requirements.
· Prefer 340B or healthcare experience.
· Working knowledge of inside sales, CRM systems including Salesforce, sales techniques and practices.
· Must be a self-starter with positive attitude and a strong competitive drive.
· Must have excellent interpersonal, organization, presentation, communication skills, both verbal and written and strong presence over the phone.
· Ability to meet and exceed sales quotas.
· Problem solving ability.
· Represent the company in a professional manner.
· Basic knowledge of various software programs such as: power point, word processing and spreadsheet programs.
**Benefits:**
· Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
· Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
· Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
· 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
· Mental health benefits including coaching and therapy sessions
· Tuition Reimbursement for qualifying employees
· Employee Ambassador preferred banking products
Pay (depending on experience and location): $28.00-$33.65, base plus quarterly incentive
Illusion
**Req ID:** 069358
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$101k-129k yearly est. 10d ago
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Senior Business Product Analyst - Remote
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Senior Product Analyst to join Zions Bancorporation. The Product Analyst plays a key role in the Salesforce Product team by working with stakeholders to elicit business requirements, analyze business processes, and act as a subject matter expert on behalf of the business. You will work with full-stack agile teams, made up of Salesforce admins & developers, quality assurance, and DevOps, focused on efficiently delivering on the requirements the product analyst helps gather.
Our Salesforce platform is used across the organization, so you will have a broad range of use cases that will require a variety of different solutions, constantly presenting opportunities to explore new challenges.
The Product Analyst will:
* Review, analyze, and evaluate business processes, requirements, systems and user needs to develop process maps and documentation in ADO
* Provide support within the functional areas of data management, contacts, leads, campaigns, opportunities, dashboards and reports in Salesforce
* Create and maintain documentation and training materials related to projects
* Assist with helpdesk queue as level 2 support for escalated issues
* Facilitate user acceptance testing for new features and enhancements
* Assist in implementation of Salesforce functionality to the users as needed
* Collaborate with the various Salesforce teams to ensure optimal delivery of Salesforce functionality
* Participate in agile ceremonies
* Perform other duties and responsibilities as assigned
Requirements:
* Requires a Bachelor's finance, technology or a related field and
* 6+ yrs business analyst experience in banking process analysis, gathering and documenting business requirements or other directly related experience
* Strong elicitation techniques
* Ability to collect data and structure in a consumable format to facilitate decision making.
* Working knowledge of business processes and systems, programming and systems analysis procedures.
* Knowledge of project techniques and practices.
* Basic understanding of software development methodologies, e.g. Agile, Waterfall
* Analysis & problem solving experience
* Solid interpersonal skills with the ability to work with both management and staff employees to resolve problems and improve processes or systems
* Must be able to meet deadlines
Visa Sponsorship:
This Product Analyst position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Pay Range:
* $100,000 - $130,000 $ (Based upon relatable skills/experience)
Work Location:
This position can be located 100% remote within the United States or located at one of our headquarters in the following locations:
* Phoenix, AZ
* Los Angeles, CA
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$100k-130k yearly 8d ago
Account Service Representative
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ASR will be a key member of Elavon's Digital Distribution organization, winning new customers via digital experiences.
This role will be measured on sales enablement and efficiency, pipeline support, administrative process impact and revenue contribution.
Job Functions
You will be responsible for providing general administrative support to the Digital Sales team. The position will be responsible for supporting the teams by handling lower value and less complex sales and completion of administrative tasks.
Other key areas of responsibility will include:
Assist the Sales team with administrative tasks
Contact customers on behalf of US Bank Merchant Services to follow up on inbound queries (i.e. sales opportunities).
Proactively contact US Bank Merchant Services prospects and customers with information surrounding products and services.
Prospect and build a pipeline of qualified leads by contacting existing and new customers via outbound phone calls and emails.
Track all contacts and activities in the CRM database.
Qualify prospects by using strategic questioning techniques.
Identify and overcome objections and execute follow-up actions.
Demonstrate high motivation, integrity, and competence to work in a fast-paced team environment.
What You'll Bring
Experience and interest in the payments or SaaS industry considered an asset.
Strong adaptability and inclination for experimentation to meet evolving business needs.
High energy and comfortable with digital tools and technologies to drive sales productivity.
Coachability - seek feedback that will improve the team's performance.
Excellent communication and interpersonal skills (verbal and written).
Experience using Salesforce.com or another CRM, and Microsoft suite of office products.
Basic Qualifications
High school diploma or equivalent
Typically three to five years of customer service experience
Location: Atlanta, GA
Required Schedule: Monday through Friday, 10am to 7pm ET
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$22.5-30 hourly Auto-Apply 2d ago
Sales Representative - Bilingual [Korean and English]
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Do you enjoy making meaningful connections with local businesses in your community? Are you energized by having consultative conversations that help small businesses thrive? The Sales Representative may be the right role for you!
The Sales Representative will develop and grow profitable business account relationships. They identify business opportunities based on knowledge of clients, markets, products, and services. They will make sales presentations to existing and prospective clients informing them of benefits of using Elavon's payment solutions and services to meet their needs. The Sales Representative implements and maintains an effective referral network and call program to promote sales.
This is a territory-based position working with small businesses in the Korean community. A Sales Representative will not be able to perform this job without knowing how to read, write, and speak in business-level proficiency of the Korean language.
This position is available in the Dallas, TX area.
Basic Qualifications
Bilingual ability to read, write, and speak in business-level proficiency of Korean language and English
Bachelor's degree, or equivalent work experience
Three to five years of relevant sales experience
Ability to travel
Preferred Skills/Experience
Experience in outside sales
Thorough knowledge of product marketing, client service issues and organization operations
Strong marketing, business development/sales and negotiating skills
Ability to creatively resolve client concerns and issues
Strong problem-solving and decision-making skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Strong interpersonal, verbal and written communication skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$66.6k-78.4k yearly Auto-Apply 13d ago
Pharmacy Contracts Agent - Remote or in-office in Midvale, Utah
Zions Bancorporation 4.5
Houston, TX jobs
340BDirect, a business line of Procuity*, a rapidly growing healthcare technology company, is seeking a self-motivated Pharmacy Contracts Agent. The position is located remote or in-office in Midvale, UT. This position will assist with management of the contract lifecycle for our clients, including template setup, contract generation, facilitation of execution, maintenance, and termination. Pharmacy contract experience is crucial to this role. This position will assist with ensuring the accuracy, quality, and completeness of all contracts, contract configurations, and historical documents; create reports and monitor quality control checkpoints; and look for ways to drive automation and efficiency. This position will report to the VP of Contracting and will support and coordinate with multiple business areas. The successful candidate will have experience with handling pharmacy contracts, managed care contracts, or other contract background; be able to juggle multiple clients with multiple priorities, have a keen attention to detail while keeping the big picture in mind; have a proficiency for observation, accuracy, and error elimination, have a sense of business awareness, and have sound business ethics.
Responsibilities:
* Generate, review, refine, and facilitate execution of complex client contracts.
* Assist with ensuring that contracts meet all compliance regulations, internal policies, and technical requirements.
* Assist with managing the contract lifecycle from new contract requests, contract approval, contract maintenance, and contract termination.
* Assist with coordinating contract environment set up for new customers and assist with maintaining existing contract environments for established customers.
* Ensure that contractual records and documentation for all clients and projects are accurate and historically maintained.
* Establish and maintain strong business relationships with internal and external stakeholders to effectively manage contract inquiries, issues, and disputes.
* Assist with analyzing significant and/or unique contract requirements, special provisions, terms, and conditions to ensure compliance with appropriate laws, regulations, corporate policies, business unit procedure; validating findings with legal as required.
* Assist with processing contract redlines.
* Assist with evaluating contract performance with existing rates and models.
* Maintain deadlines on deliverables and communicate on an ongoing basis with internal and external stakeholders about contractual issues.
* Assist in identification, development, and implementation of new contract policy and processes.
* Provide guidance to internal and external stakeholders on both routine and special projects and objectives relating to contract activity.
* Convert contract documentation into technical specifications.
* Perform other duties as assigned.
Qualifications:
* Professional experience in 340B, pharmacy, healthcare, or contract related.
* Degree in Healthcare Administration, Business, or a related field preferred.
* Experience with Pharmacy contract administration, maintenance, or management.
* Knowledge of Pharmacy contract documentation, storage, and maintenance.
* Must be a self-starter/self-motivated.
* Highly organized, detail-oriented, and excellent internal and external customer service skills.
* Good problem solving and internal/external customer relationship management skills.
* Ability to thrive in a cyclical environment that will have fast-paced, high pressure times and low intensity, temperate times.
* Ability to multi-task and communicate with all levels of the organization.
* Good prioritization and effective communication skills, both verbal and written.
* Ability to take initiative and make sound decisions.
* A team player with strong business ethics.
* Basic familiarity with MS Word; understanding of MS Excel, Access, Outlook, and Teams preferred.
* Procuity is a division of Zions Bancorporation
Website: 340bdirect.com
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
* Employee Ambassador preferred banking products
Pay (depending on experience and location): $68,000-$75,000
$26k-32k yearly est. 15d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
Report and monitor positions against market risk metrics and limits.
Liaise closely with trading desks to understand market trends in relation to portfolio changes.
Review and challenge risks related to new products, structured transactions and business strategies.
Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
Identify issues in both historical market data, security reference data, and front office pricing.
Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$160k-170k yearly Auto-Apply 18d ago
Sr Client Service Specialist
Keybank 4.4
Remote
Hybrid Requirement (if within specific cities):
If the selected candidate resides in Cleveland, OH, Buffalo, NY, Albany, NY, Boise, ID, Portland, OR, Denver, CO, Salt Lake City, UT, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location).
Remote Option:
If the selected candidate lives outside of KeyBank's geographic footprint, the position will be considered fully remote.
ABOUT COMMERCIAL BANK
The Commercial Bank, now inclusive of Payments, is the heart of KeyBank's business segment and is targeted for rapid growth. Comprised of commercial client relationship teams, commercial risk, onboarding and servicing, Institutional Bank payments business development and payments products and solutions. The Commercial Bank caters to a wide breadth of industry verticals and client segments, and our portfolio of solutions is positioned to support commercial entities of all sizes - from a mom-and-pop restaurant, to a publicly traded company.
The Senior Client Service Specialist is responsible for handling the complex servicing needs of KeyBank's commercial card program clients. The Senior Client Service Specialist will handle various client request types or concerns to include conversations with the client, internal partners and/or vendors ensuring a best-in-class service experience. Perform account maintenance, program website customization, transaction research, and support complex integration efforts.
ESSENTIAL JOB FUNCTIONS
Support card program inquiries from clients, internal teams, and vendor partners.
Perform account maintenance with attention to accuracy and achievement within Service-Level-Agreements (SLA).
Assist with simultaneous product integration projects that may include a client training aspect.
Effectively resolve client escalations determining root cause and reporting issues to manager to prevent future issues.
Provide process improvement guidance to enhance efficiencies to leadership.
Facilitate website portal training and customization options/needs.
Safe handling and security of sensitive client data.
REQUIRED QUALIFICATIONS
Five + years in financial services or banking experience, commercial and/or consumer preferred
Experience in client escalation management/ client support
Excellent problem solving and and effectively analyze client needs
Strong internal and external communication skills.
Organizational skills, including ability to prioritize work.
Must be able to handle fast paced, ever changing work environment.
Excellent time management skills.
Attention to detail.
A team player with proven ability to build strong collaborative relationships with internal partners.
Dedicated to exceeding the expectations of clients.
Ability to identify inefficient processes, recommend solutions.
An ability to change, influence others, and foster teamwork.
Proficiency with PCs and standard Microsoft Office software.
PREFERRED QUALIFICATIONS
Background experience with:
Commercial card
Product/sales support
Financial or fintech industry experience, including work with technical details or requirements such as API knowledge, ERP, and CRM
Transmissions and File Feeds
Expense Management Software
This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a KeyBank facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$51k-78k yearly Auto-Apply 12d ago
Loan Closing Supervisor - Midvale, UT or Remote
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by _American Banker as_ one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
A Loan Closing Supervisor at the Business Banking Loan Center (BBLC) has the opportunity to directly impact our ability to meet the financial needs of our customers. Closing owns the processes between an approval of a small business loan, until ready for closing documents. During this phase which is considered the Due Diligence phase of a loan, the loan closer is responsible for creating an amazing client experience through accurately consistently and efficiently performing all job functions.
**Responsibilities** :
· Responsible for supervising lending personnel for loan closing activities responsible for completing all due diligence activities associated with the preparation of loan closing documents.
· Responsibilities may include requesting, reviewing and interpretation of third-party documents needed to provide the clear to close, and in coordinating efforts to prepare loan closing documents for loans.
· Responsible for the daily workflow to ensure operating schedules are met and staff is adequately trained.
· Supervises staff, sets work schedules, allocates and monitors work.
· Has authority concerning staffing, performance evaluations, promotions, salary recommendation and terminations.
· Assists manager in providing efficient and effective services to customers.
· Reviews and analyses existing procedures and recommends changes when necessary to make area is efficient.
· May includes verification and quality control of loan documents.
· Other duties as assigned.
**Qualifications** :
· Requires a college degree in business, finance or a related field and 2+ years experience in lending process and procedures, loan operations, loan closing, banking, finance or other directly related experience.
· A combination of education and experience may meet requirements.
· Requires supervisory and/or office management experience preferred.
· Working knowledge of loan operations, closing processes and procedures, due diligence requirements by product and/or collateral type including the ordering, review, and handling of appropriate third-party vendor documents as required.
· Solid understanding of loan products.
· Solid understanding of regulatory requirements and lending policies, guidelines and procedures including loan documentation, collateral evaluation, lien perfection and third-party documents.
· Strong working knowledge of the loan accounting and deposit systems.
· Working knowledge of the loan accounting systems, i.e. RIMS, LaserPro or other applicable systems.
· Ability to make timely decisions in a fast paced, production environment.
· Solid negotiation, problem solving and communication skills, both verbal and written.
· Ability handle a variety of loan closing/documentation issues.
· Solid organizational and time management skills.
· Strong computer skills including enterprise applications and PC skills - Word, Excel, PowerPoint, etc.
· Strong supervisory and leadership skills.
**Benefits** :
· Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
· Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
· Paid Training, Paid Time Off (PTO) and Paid Federal Holidays, and any applicable state holidays
· 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
· Mental health benefits including coaching and therapy sessions
· Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
· Employee Ambassador preferred banking products
**Req ID:** 069373
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$23k-35k yearly est. 15d ago
Commercial Real Estate Loan Closer
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking a Commercial Real Estate Loan Closer to join Zions Bancorporation. The Loan Closer plays a key role in the syndication loan closing process and is responsible for interacting with relationship managers, various internal teams, borrowers and legal counsel to help facilitate a smooth loan closing.
The Loan Closer will:
* Review complex loan documentation and loan terms to ensure consistency with Credit approval
* Prepare closing due diligence needs list and work directly with the closing team to ensure closing requirements are met
* Collateral document review
* Prepare funding notices on agented loans
* Clear QC findings and document exceptions
Requirements:
* 6+ years of loan documentation, closing or other directly related experience; including a min of 4+ yrs of Commercial Real Estate Syndication documentation/closing experience required, including experience reading and interpreting loan and legal documentation.
* Advanced knowledge of loan documentation, specifically with Commercial Real Estate Syndication documentation/closing.
* Expert knowledge of general loan documentation, loan closing processes and procedures, lending policies, compliance and regulations.
* Ability to read and interpret complex loan and legal documentation.
* Advanced Knowledge of construction due diligence and risk management requirements.
* Strong analytical and problem-solving skills.
* Must be accurate, detail oriented and have ability to multi-task.
* Must have strong audit, customer service and communication skills.
* Strong computer skills including various word processing and spreadsheet software.
* High School degree or Equivalent. A combination of education and experience may meet requirements.
Location:
This is a remote position
Compensation: $22-$45/hr based on location and experience
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
SUMMARY
The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations.
RESPONSIBILITIES
- Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction.
- Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability.
- Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations.
- Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives.
- Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive.
BASIC QUALIFICATIONS
- Ten or more years of applicable experience.
- Bachelor's degree in Business, Finance or Accounting (or equivalent experience).
- Ability to travel up to 30%.
PREFERRED SKILLS/EXPERIENCE
- 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations.
- Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation.
- Excellent communication (written and verbal) as well as relationship-building abilities.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$111.6k-131.3k yearly Auto-Apply 10d ago
Manager - Quantum Safe Cybersecurity Program (Remote)
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues with the best experience possible for over 150 years. Help us transform our workforce of the future, today.
We are seeking a seasoned cybersecurity leader to build and run our enterprise Quantum‑Safe Program. This role will own the strategy, roadmap, and delivery of post‑quantum cryptography (PQC) and quantum‑safe networking initiatives, partnering closely with Network Engineering, AppSec, Cloud Platform, and Enterprise Architecture. You will drive cryptographic modernization, govern algorithm agility, secure R&D environments, and ensure our controls, standards, and services are future‑ready for quantum threats-balancing business enablement with risk management.
Key Responsibilities
* Enhance and lead the implementation of a multi‑year quantum‑safe strategy covering PQC migration, algorithm agility, key management modernization, and quantum‑safe networking.
* Oversee the partnership between cybersecurity and technology teams to maintain the crypto inventory (protocols, libraries, certificates, keys, HSMs, KMS, embedded/IoT) and a risk‑based prioritization for remediation.
* Partner with platform and product teams to upgrade TLS/SSH/IPsec stacks, enable algorithm agility, and adopt vetted PQC libraries and configurations.
* Align outcomes with industry best practices and internal cyber/tech controls, lead policy updates for crypto agility, key lifecycles, and certificate governance.
* Support documentation and evidence for risk management, control validation, and accreditation efforts in partnership with GRC.
* Engage with vendors and partners (HSM/KMS, PKI, networking, cloud) to evaluate quantum‑safe capabilities; run RFPs/POCs and manage deliverables.
* Define and oversee a strategy for third-party PQC assurance (vendors and customers) including proof of capability, PQC readiness, and ongoing assessment and validation.
* Collaborate with the Cyber Threat Intelligence team to provide regular risk assessment and analysis to management based on the evolving state of quantum computing, threats, capabilities, and risks.
* Define and track program KPIs: crypto inventory coverage, PQC adoption rate, TLS posture remediation, key lifecycle compliance, lab audit pass rates, and incident reduction.
Required Qualifications, Capabilities, & Skills
* Bachelor's degree in Computer Science, Cybersecurity, Computer/Network Engineering, IT, or related field.
* 8+ years in cybersecurity, network security, or secure systems engineering; 3+ years in technical leadership or program management.
* Proven delivery of technical software/network projects from design through deployment, maintenance, and support.
* Technical proficiency with networking protocols and architectures (TLS/SSH/IPsec, routing/segmentation, service mesh/mTLS) and one or more programming languages (Go, Rust, Java, Python).
* Solid understanding of cryptography and PKI (certificates, CAs, HSMs/KMS, key lifecycles) and modern cloud security practices.
* Experience collaborating with interdisciplinary R&D teams and operating across cross‑functional stakeholders.
Plus
* Hands‑on experience implementing PQC (e.g., migration planning, algorithm agility, library selection) and/or quantum key distribution (QKD) solutions or evaluations.
* Experience with cryptography‑centric libraries/applications (e.g., OpenSSL/BoringSSL, liboqs), HSM/KMS, and certificate management at enterprise scale.
* Background adopting emerging tech (AI, blockchain, quantum) in regulated industries (finance, telecom, high‑tech).
* Experience with cloud architecture (AWS/Azure/GCP), key management strategies, and secure deployment pipelines (Kubernetes, service mesh).
* Familiarity with secure software development, digital forensics, or penetration testing and associated control frameworks.
* Graduate degree in CS/CE/IT or related discipline; certifications such as CISSP, CISM, CCSP, CEH, OSCP (or equivalent) are a plus.
Core Competencies
* Strategic program leadership; outcome‑oriented delivery.
* Deep technical fluency in crypto, PKI, and network security; ability to make pragmatic build/buy decisions.
* Strong stakeholder influence and vendor management.
* Excellent communication-able to convey complex concepts to varied audiences.
* Bias for action in fast‑paced, shifting priorities; thoughtful risk‑taking.
* Commitment to inclusive collaboration and talent development.
Work Location:
This position can be located 100% remote within the United States or fully in office (5 days a week) if you are within 50 miles of the new Zions Technology Center in Midvale, UT.
The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as:
* Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.
* At least 75% of the building is powered by on-site renewable solar energy.
* Access to outdoor recreation, parks, trails, shareable bikes, and locker rooms.
* Large modern cafe with a healthy and diverse menu.
* Healthy indoor environment with ample natural light and fresh air.
* LEED-certified sustainable building that features include the use of low VOC-emitting construction materials.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
* Employees may, at the company's discretion, be eligible to receive a cash bonus award
$87k-115k yearly est. 1d ago
Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)
Zions Bancorporation 4.5
Midvale, UT jobs
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work.
**The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to:**
· Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data.
· Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted.
· Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications.
· Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness.
· Ensure credit requests are processed in accordance with bank policies, banking regulations and laws.
· Identify risk and mitigating factors related to conducting a thorough credit analysis for approval.
· Respond to internal and external customer inquiries.
· Recommend exceptions based on findings.
· May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables.
· May have authority to approve loans beyond the organizations guidelines.
· Senior most level may function as a lead and be responsible for second level approvals.
· Other duties as assigned.
**Qualifications:**
· Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience.
· A combination of education and experience may meet qualifications.
· Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures.
· Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements.
· Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations.
· Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information.
· Possess good judgment, ability to make sound decisions.
· Ability to accept responsibility and handle confidential information.
· Must have good customer relations and communication skills.
· Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.
· Working knowledge of a various related software applications, including spreadsheets, word processing, etc.
**Benefits:**
· Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
· Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
· Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
· 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
· Mental health benefits including coaching and therapy sessions
· Tuition Reimbursement for qualifying employees
· Employee Ambassador preferred banking products
· Employees may, at the company's discretion, be eligible to receive a cash bonus award
**Req ID:** 068831
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$32k-40k yearly est. 60d+ ago
nCino/Salesforce Application Lead
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today.
We operate in a fast-paced, information-driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet the ever-changing demands of a technology-driven world. We are grounded in the belief that "improving the work is the work" as we drive to create simple, easy, and fast solutions for our customers. Your ability to adapt, learn, and innovate helps increase revenue, reduce operational costs, and mitigates risk. We believe that investing in your success is an investment in our customers and our business. Our people are what sets us apart and make us great.
Zions is seeking an nCino/Salesforce Application Lead. In this role as an nCino/Salesforce Application Lead you'll provide your talents in contributing to the success of the Zions team by delivering the following:
* Solution Architecture & Design
* Leadership & Team Management - Lead and mentor a team of Salesforce developers, admins, and integration specialists.
* Program Management
* Stakeholder Engagement
Qualifications:
* 8+ years of experience in Salesforce platform development and architecture.
* Experience with nCino or other banking/financial services solutions (preferably commercial lending).
* Strong knowledge of Apex, Visualforce, Lightning Components, and Salesforce APIs.
* Experience with Salesforce integrations (REST/SOAP, middleware tools).
* Experience in leading technical teams.
* People management and mentoring capabilities.
* Strong experience in managing multi-phase implementation programs.
* Familiarity with Agile methodologies and project management tools.
* Salesforce certifications (e.g., Application Architect, System Architect, Technical Architect).
* Requires a bachelor's degree in Computer Science, Computer Engineering, or closely related discipline. A combination of education and experience may meet qualifications.
Location:
This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT.
The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as:
* Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.
* At least 75% of the building is powered by on-site renewable solar energy.
* Access to outdoor recreation, parks, trails, shareable bikes and locker rooms.
* Large modern cafe with a healthy and diverse menu.
* Healthy indoor environment with ample natural light and fresh air.
* LEED-certified sustainable building that features include the use of low VOC-emitting construction materials.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$109k-130k yearly est. 4d ago
Mortgage Loan Closer - Cleveland, OH; Buffalo, NY; or Salt Lake City, UT
Keybank 4.4
Salt Lake City, UT jobs
ABOUT THE JOB (JOB BRIEF)
The Mortgage Loan Closer is responsible for viewing loan approval conditions, insurance policies, title commitments, surveys, sales contracts, and all other related documentation to ensure that the loan will be closed in accordance with all legal requirements and investor guidelines. Authorizing closing of loan, recording of mortgage and disbursement of loan funds. Communicate with Loan Officers, Regional Sales Managers, clients and title companies to coordinate a smooth closing. Possess the ability to close an array of mortgage loan types while providing excellent internal and external customer service. Must have a complete knowledge of all loan types and documents including but not limited to Conventional, FHA, VA, USDA, and New Construction. Must demonstrate solid knowledge of the industry in terms of laws and regulations.
ESSENTIAL JOB FUNCTIONS
Verify that Title is free of extraneous liens, Ensure proper vesting and legal description, Adequate Homeowners Insurance is provided, Verify CPL, Verify Flood Certs, Verify Taxes
Monitor and maintain a pipeline to anticipate estimated closing date.
Competently review loan files to insure all conditions are cleared and file is ready to close
Entry of loan data into the origination system to produce closing documents.
Review and ensure the loan closing package is accurate, complete and documents meet all applicable agency and investor requirements.
Responsible for efficiently and effectively communicating with all parties involved in the transaction
Ensure receipt and review of Subordination Agreements as required in the Loan Approval.
Track and support information, ensuring the highest quality in loan document preparation and timely submission of loan packaging to the settlement agents.
Coordinate with Settlement Agent to obtain HUD-1/Closing Disclosure. Review HUD/Closing Disclosure for compliance with closing instructions and balance the HUD-1/Closing Disclosure.
Verification that all requirements of the loan process have been met prior to wire of funds
Keeps information accessible by sorting, organizing, and filing documents
Perform other job duties and assist with other office assignments when needed within the mortgage department
REQUIRED QUALIFICATIONS
High school diploma or equivalent work experience required
Minimum of 2+ years residential mortgage loan closing experience strongly preferred
Working knowledge of FHA, VA and conventional guidelines for mortgage loan origination strongly preferred
Working knowledge of various regulatory guidelines (e.g., Truth-in-Lending, HMDA, RESPA, etc.) preferred
Ability to work in paperless system environment
Excellent written and verbal communication skills
Strong attention to detail with effective time management/organizational skills.
Ability to prioritize and meet deadlines
Ability to handle multiple tasks under tight time constraints with high volume
Must demonstrate the ability to work in a fast-pace, high volume, market driven work environment, while remaining motivated and focused completing repetitive, yet business critical tasks
Ability to handle confidential material in a professional, highly ethical manner.
Prefer 5+ years' experience residential mortgage experience
Location:
Cleveland, OH: requires 2-days in office
Buffalo, NY: requires 2-days in office
Salt Lake City, UT: remote (for now)
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$20.7-31.3 hourly Auto-Apply 4d ago
Mortgage Sales Supervisor
U.S. Bank 4.6
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionUnder the general direction of upper management, this position is responsible for supervising the day-to-day activities related to loan origination functions for a small team of Mortgage Loan Originators. Ensures that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Meets specific loan volume origination goals which are established annually by upper management. Establishes referral source relationships for a steady flow of loan volume from real estate brokers, builders and other external sources. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and event issues. Establishes collaborative partnerships within U.S. Bank Home Mortgage and other business lines within U.S. Bank to promote the establishment and growth of customer relationship and additional product sales. Responsible for interviewing and recruiting new talent and proactively retaining employees through employee development and positive employee engagement.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Typically two or more years of relevant experience Preferred Skills/Experience
- Demonstrated new business development and relationship management skills
- Good knowledge of sales and sales strategies
- Thorough knowledge of mortgage products/services, operations, and current market trends
- Thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors
- Familiar with local, state and national laws (e.g., zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Well-developed customer service/relations skills
- Strong attention to detail and ability to analyze financial information
- Effective interpersonal, verbal and written communication skills
-This position also requires 2 or more hours of driving per week- add to all internal and external postings.
-Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
-This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-20 hourly Auto-Apply 4d ago
Healthcare Business Development Consultant - Mid Market
U.S. Bank 4.6
Remote
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
The Healthcare Middle Market Business Development Consultant develops new business by identifying prospects and initiating contact for new healthcare payments business. Conducts onsite, telephone or virtual meetings with prospective clients to explain the company's healthcare payment services and assists clients in evaluating their needs. Develops and delivers customized client proposals, demonstrations and presentations. Completes contract negotiations and secures commitment to long term Elavon relationship. Establishes and maintains a network of key people in the industry and community. The salesperson will focus on all Healthcare businesses that are in the mid-market space generating revenues from $50M to $1B net patient revenue.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Five or more years of solution sales experience (payment and healthcare preferred)
Preferred Skills/Experience
Experience in revenue cycle/technology is a must
Mid-Market sales ($50M-$1B net patient revenue) is a must
Thorough knowledge of healthcare payment products, services, workflows
Well-developed sales and new business development skills
Ability to sell to C-suite and end-user buyers and influencers in these disciplines: Revenue Cycle Management, Patient Financial Services, Treasury, Information Technology and CFO
Ability to generate leads, create needs analysis, develop proposals, and conduct technical product demonstrations, respond to comprehensive RFPs, etc.
Ability to negotiate and execute contracts
Excellent interpersonal, verbal and written communication skills
Traveling to meet with clients is required
Open to candidates from any regions of the U.S. with the right healthcare sales experience.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$98.2k-115.5k yearly Auto-Apply 3d ago
Sr IT Manager- Real Estate Capital
Keybank 4.4
Remote
Utilizes technical experience, business acumen, delivery, and leadership skills to lead a team in designing, developing, implementing, and maintaining a set of interrelated technology applications meeting the technology and operational objectives of a line of business or function, with a specialized focus on Real Estate Capital (REC) Originations.
Key Responsibilities
Own, oversee, and drive delivery and support of assigned application portfolio, their environments, and platforms, with a particular emphasis on supporting REC Originations processes, including loan origination, underwriting, pipeline management, and deal closing.
Collaborate closely with Business Technology Managers, Enterprise Architects, Business Analysts, Project Managers, production support teams, Quality Assurance teams, and infrastructure teams to deliver REC Originations projects that meet enterprise, risk, and compliance standards.
Partner with REC Originations business leaders to understand evolving market trends, regulatory requirements, and client needs, translating these into technology solutions that drive business growth and operational efficiency.
Work with 3rd party vendors to ensure contracted products and services relevant to REC Originations are delivered on time and meet quality standards.
Oversee production support activities and small projects, including enhancements to REC Originations platforms and tools.
Ensure successful implementation of all portfolio application changes into production and appropriate transition to support team, with a focus on minimizing disruption to REC Originations operations.
Assist with critical production issues within the REC application space as needed, ensuring rapid resolution to support business continuity.
Lead the implementation of one or more technology programs, some of which may span several years and may include obtaining senior-level (and sometimes executive level) sponsorship and steering committee approval.
Qualifications
Bachelor's Degree with at least 5 years of experience in leading and managing teams, preferably within financial services or real estate capital markets.
Experience with REC Originations platforms, loan origination systems, or related technologies is highly desirable.
Comfortable with agile software development methodologies and tools; Scrum Master certification a plus.
Excellent written and verbal communication skills, with the ability to communicate complex REC Originations concepts to technical and non-technical stakeholders.
Job Skills
Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, especially in the context of REC Originations.
Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control REC Originations projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Experience preparing and justifying business cases and value propositions for REC Originations initiatives; ability to justify business expenditures by identifying cost, benefits, ROI, opportunities, and risks.
Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for REC Originations.
Ability to lead employees from various functions to communicate, coordinate work across divisions, and collaborate in solving problems as one team, especially in cross-functional REC Originations projects.
#LI-BS2
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$116k-216k yearly Auto-Apply 18d ago
Software Engineer - Angular
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation has an opportunity for a Software Engineer with Java, Angular/JavaScript experience and eager to work with various platforms to join the Digital Strategy Project team that works on projects to expand our digital presence through cutting edge technologies. You can be on the front line of our entrepreneurial projects based in Salt Lake City, Utah.
Zions Bancorporation is building the bank of the future and changing what it means to work for a financial institution. We operate in a fast-paced, information-driven environment, which means we need people who bring diverse experiences, perspectives, and expertise to meet the ever-changing demands of our technology-infused customers' lives. Your ability to adapt, learn, and innovate helps increase revenue, reduce operational costs, mitigate risk, and, most importantly, lead to the superior experience and success of our clients.
As a Software Engineer you will be responsible for developing delightful digital and mobile experiences on various technology platforms for our users.
The successful candidate will have the skills and experience to effectively participate with cross-functional teams and customers in collaborative design and development activities dealing with complex applications and challenges. You will be detail oriented, focused on delivering high quality deliverables, have a passion for the field of software development, and possess customer empathy with a drive to create outstanding customer experiences and improved solutions.
This individual will:
* Create solutions, reporting, experiences, and/or automation leveraging various technologies. (e.g., Java, Angular, etc.)
* Design and integrate with both internal and external APIs and adhere to development lifecycle best practices. (e.g., GraphQL, REST, etc.)
* Participate in Agile ceremonies and methodologies.
* Define and participate in SDLC activities.
* Document code, perform code reviews, define and participate in secure coding best practices.
* Collaborate with Product Management and business partners to iteratively build robust and scalable solutions.
* Create templates and components within various development solutions/platforms and implement to accomplish business objectives.
* Document, demo and showcase feature to stakeholders and/or customers.
* Document business process, application, and data flows. (e.g., model driven development and UML experience a plus)
* Research, analyze and recommend technology features, functionality, and development solutions for our digital platform.
* Stay current on industry and development latest trends and technologies.
* Experience with public, private, and/or hybrid cloud implementations.
* Train and mentor other developers and team members
* Other duties as assigned.
Qualifications:
* 3+ years of experience with Angular
* 4+ years of experience with Java
* Demonstrate working knowledge of Kubernetes and Terraform (2+ years of experience) from a developer environment and build perspective
* Effective communication and documentation skills (e.g., BPMN, UML, etc.)
* 2+ years of experience with GitHub
* Bachelor's degree in Computer Science or equivalent experience. A combination of education and experience may be considered.
Visa Sponsorship:
This position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Work Location:
This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT.
The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as:
* Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.
* At least 75% of the building is powered by on-site renewable solar energy.
* Access to outdoor recreation, parks, trails, shareable bikes, and locker rooms.
* Large modern cafe with a healthy and diverse menu.
* Healthy indoor environment with ample natural light and fresh air.
* LEED-certified sustainable building that features include the use of low VOC-emitting construction materials.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
$94k-121k yearly est. 5d ago
Private Wealth Client Associate
Bank of America 4.7
New Orleans, LA jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
Industry knowledge and understanding of investment products
Enjoys a fast-paced environment with changing and evolving responsibilities
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs, delivering complex solutions
Frequent communication and an abundance of discretion with sensitive information
Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$33k-41k yearly est. Auto-Apply 5d ago
Software Engineer (IBM ACE)
Zions Bancorporation 4.5
Midvale, UT jobs
Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for over 150 years. Help us transform our workforce of the future, today.
We are seeking a Software Engineer (IBM ACE) specializing in data and integration services to join Zions Bancorporation. The individual in this position plays a key role in helping us continue modernizing and maturing our data and integration services with a focus on cloud enablement and continuous delivery. This Software Engineer will also play a part in exploring artificial intelligence (AI) solutions to streamline our processes and improve our solutions. We welcome experience and skills from various backgrounds to enrich our ability to deliver robust and efficient solutions.
The Software Engineer will:
* Participate in the design, development, and automated testing of data and integration services using technologies like Apigee Hybrid, IBM App Connect Enterprise (ACE), Python, and PySpark.
* Explore ways to effectively and appropriately incorporate artificial intelligence to improve our processes and solutions.
* Provide support for the solutions we deliver, including root cause analysis and periodic on-call duties.
* Work on a cross-functional SAFe Agile team.
* Other duties as assigned.
Qualifications:
* Bachelor degree in Computer Science, Information Security, Data Science or related field, and a minimum of 6+ years directly related experience. A combination of education and experience may meet requirements
* Expertise in data-as-a-service and API management concepts and how to use these with different types of integration technologies. Experience with REST APIs, JSON, SOAP Web Services, XML, XSD, WSDL.
* Experience with integration middleware solutions (ESBs, API gateways, messaging platforms, etc.). Experience with IBM App Connect Enterprise (ACE) and Apigee Hybrid API gateway is preferred.
* Working knowledge of Java, Python and Kafka.
* Experience with DevSecOps, CI/CD, build/deploy automation, Git, Azure DevOps and Digital.ai Release / Digital.ai Deploy preferred. Experience with containers is a plus.
* Experience with API security policies, OAuth, JWT, JWE, and HMAC, and secure software development lifecycle (SSDLC) concepts and tools.
* Experience working on Agile teams.
* Experience with behavior-driven development (BDD) is a plus.
Visa Sponsorship:
This position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Location:
This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT.
The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus is the company's primary technology and operations center. This modern and environmentally friendly technology center enables Zions to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as:
* Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station.
* At least 75% of the building is powered by on-site renewable solar energy.
* Access to outdoor recreation, parks, trails, shareable bikes and locker rooms.
* Large modern cafe with a healthy and diverse menu.
* Healthy indoor environment with ample natural light and fresh air.
* LEED-certified sustainable building that features include the use of low VOC-emitting construction materials.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.