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SUMMARY The Senior Analyst, FP&A will be a key player in the development of the FP&A Data Mart which will be the key data driver for delivering automated reporting solutions via dashboards or other user-friendly report methods. Furthermore, the individual will work with other departments both within and outside of FP&A to enhance various manual processes into automated solutions. This person will also serve a vital role in the annual budget cycle. RESPONSIBILITIES Support the development and enhancement of a new FP&A data mart using SQL Server Use SQL to write the code needed to derive the tables needed to support key business making decisions Develop dashboards or other user-friendly reports as needed to support the requirements of the business Assist with the development and communication of the budgeting process Partner with various stakeholders across ANSYS including other business units and Accounting MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Business Administration, or Accounting Strong SQL skills including deriving new tables Familiarity with budgeting software such as Hyperion or TM1 Five or more years of relevant work experience Experience with the Microsoft Office Suite with exceptional Excel skills A strong FP&A background Ability to deliver accurate, on-time results Excellent organizational skills Strong communication skills PREFERRED QUALIFICATIONS Master's degree in Business Administration (MBA), Accounting, Finance A professional certification (e.g. CPA, CMA) Dashboarding experience Understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes Understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis CULTURE AND VALUES Culture and values are incredibly important to ANSYS. They inform us of who we are, of how we act. Values aren't posters hanging on a wall or about trite or glib slogans. They aren't about rules and regulations. They can't just be handed down the organization. They are shared beliefs - guideposts that we all follow when we're facing a challenge or a decision. Our values tell us how we live our lives; how we approach our jobs. Our values are crucial for fostering a culture of winning for our company: Customer focus Results and Accountability Innovation Transparency and Integrity Mastery Inclusiveness Sense of urgency Collaboration and Teamwork ANSYS is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. ANSYS does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of ANSYS. Upon hire, no fee will be owed to the agency, person, or entity. #SP Associated topics: bi, business analyst, business intelligence, business systems analyst, consult, financial analyst, forecasting, inspect, investment analytics, law

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: ...@AssociatedBank.com or call: (800) ###-####. Job Summary Under direct supervision of a Bank or Market Manager, responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. Perform teller transactions, service customer needs and resolve issues, and when appropriate proactively sell Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate products and services. Responsible for making customer referrals to the appropriate line of business to meet their financial needs. Provide exceptional customer service through efficient and accurate processing customer transactions and be able to efficiently demonstrate all customer channels including digital capabilities. Responsible for completing curriculum and passing Banker Certification before being eligible for promotion. Strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. Support the operational integrity of the branch. The colleagues in this role may be asked to work multiple branch locations. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Compliance Statement Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associateds anonymous Ethics Hotline. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Key Result Areas Sales and activity tracking Cross-Sell Job Accountabilities Acquire new and deepen existing customer relationships by initiating thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the Banks sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Refer customers to other members of the branch team or select business partners including Private, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits, and withdrawals, handling loan and credit card payments and dispensing monetary instruments and bonds. Look for opportunities to convert service activities into sales opportunities. Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Source new lending opportunities and support the process and closing requirements in line with banker duties. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued. Support the day-to-day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed. Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers. Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification. Perform reactive cross-sell activities such as campaign calls, e-refer follow-up and other related activities. Other Duties/Responsibilities Proactive aisle prospecting required for in-store bankers. Education High School or equivalent combination of education and experience , Required Experience Less than 2 years Experience working in a sales and goals based environment, with strong customer service focus. , Required Skills Verbal Communication , Intermediate Customer Relations , Intermediate Mathematical , Intermediate Other: Digital technology aptitude and ability, Intermediate Operate Office Equipment , Intermediate Organizational , Intermediate Written Communication , Intermediate General Physical Condition Moderate physical activity; routine handling of objects of 21-50 pounds or continuous standing, walking, keyboard, or CRT work (at least 80% of time) OR periods of moderate discomfort due to noise and/or other adverse conditions. Associated topics: banking service, client, customer, loan, loan officer, loan review, loan review officer, mortgage servicing officer, relationship, sell

*At the Federal Reserve Bank of New York, the work we do is consequential and challenging. Our environment encourages growthand diversity. Our employees flourish in a team-oriented atmosphere and are dedicated to the important mission of the NewYork Fed.****What we do:*The Regional, Community and Foreign Institutions (RCFI) function within the Supervision Group at the Federal Reserve Bank of NY is responsible for monitoring and assessing the safety and soundness of Second District firms under $100 billion in assets. Together, these nearly 200 institutions constitute the District's largest and most diverse portfolio. This portfolio includes representative offices of foreign banks and supervised organizations headquartered in Puerto Rico.The Regional Banking Organizations (RBO) Department Head leads a team of financial institution supervisors in collaboration with the RCFI Risk and Analysis Department to assess the safety and soundness of state member commercial banks and holding companies with total assets between $10 billion and $100 billion. These firms are subject to consolidated and continuous supervision including both onsite evaluations and offsite continuing monitoring and surveillance.A successful candidate will contribute to the Group's overall mission of promoting a safe, sound and accessible financial system that supports the growth and stability of the U.S. economy, strengthening financial regulation and building a more systemic and dynamic risk oversight framework. Success is measured by the candidate's ability to lead a staff and to collaborate within the RCFI Function, within Supervision Group NY, and across the Reserve System. ***Your role as a RBO RCFI Department Head:* * Lead a team of 14 examiners including two CPC teams responsible for assessing and monitoring risk management practices at supervised institutions. * Oversee the development and execution of a supervisory program tailored for each institution including a surveillance program for on-going monitoring. * Collaborate with the Risk & Analysis teams to develop peer perspectives, identifying direct and indirect risks emanating from business and control activities as well as leading practices. * Lead or participate in meetings with board and senior management of supervised institutions and assist in developing appropriate supervisory messages. * Ensure compliance with System mandates and program requirements including identifying areas to enhance, update or create supervisory policies and collaborate with key stakeholders to influence outcomes. This might include participating or leading taskforces and special projects within the Bank and the System. * Represent the FRBNY in various industry or supervisory panels/speaking engagements or other outreach, particularly those devoted to Puerto Rico and or regional banking developments. * Ensure staff is frequently and accurately evaluated on performance (performance feedback, career development plans, coordination of training programs, etc.) including ensuring a strong talent pipeline for key positions. * Contribute to RCFI and Supervision initiatives to build capacity and strengthen our effectiveness, including championing the development of a highly integrated, seasoned and fungible workforce. * Interface effectively and credibly within the Group, and across the Bank and Federal Reserve System, as well as supervisors from other agencies, to maximize the team's effectiveness. *What we are looking for:* * Fifteen plus year of professional experience in financial services with strong examination experience, preferably with domestic commercial banks and holding companies. * Thorough understanding of the risk focused supervision process and working knowledge of ongoing supervisory policy development and an understanding of how it applies to regional banking organizations. * Solid understanding of risks, the risk control self-assessment process and broad working knowledge of banking and financial services. * Recognized as a thought leader in core expertise, and ability to apply expertise to achieve successful outcomes. * Track record of building and leading teams, and collaborating with peers to balance workload, resource needs and priorities. * Proven management skills. Ability to attract, retain and develop talent, and build an inclusive work environment. * Excellent coordination/collaboration skills and the ability to build effective working relationships across Supervision, the Bank and the System as well as external stakeholders (e.g., regulatory partners). * Strong critical skills and clear independent thinking. Agility and intellectual capacity to quickly assimilate new information as well as keep track of rapidly changing issues. * Excellent written and verbal communication skills, including the ability to interface with and persuade a firm's most senior executives and board of directors. * Bachelor's Degree and/or other relevant advanced degrees and relevant work experience. * Examination commission is required or expected commissioning within 6 months of taking the role. * This position will require both an examiner commission and credential./*The Federal Reserve Bank of New York is committed to a diverse workforce and to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.*//**//* *//**//*This position requires access to confidential supervisory information, which is limited to "Protected Individuals" as defined in the U.S. federal immigration law. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, U.S. permanent residents who are not yet eligible to apply for naturalization and U.S. permanent residents who have applied for naturalization within six months of being eligible to do so.*//**//* */The successful candidate for this position will be considered a "senior examiner" and subject to the post-employment restriction under section 10(k) of the Federal Deposit Insurance Act. Under the statute and the Board's implementing rule (12 CFR Part 264a), *To Apply:*All interested candidates should send a cover letter and resume through the Bank's and apply to job number 262157. *Why the Fed:*Working at the Federal Reserve Bank of New York positions you at the center of the financial world with a unique perspective on national and international markets and economies. You'll work in an environment with a diverse group of talented professionals to foster and support the safety, soundness, and vitality of our economic and financial systems. It's a challenge that demands the skills of a financial service professional and the intellectual curiosity of an academic-all combined with a passion for public service. The Federal Reserve Bank of New York is committed to a work environment that respects and fully values the strengths and differences of its people. Working at the New York Fed provides talented professionals the chance to grow their skills at an institution that has served a critical role in the financial system of the United States and the world for over a century. An important component of the Bank's diversity effort is our partnership with several professional non-profit organizations, including INROADS, JumpStart Advisory Group, NBDC Emerging Leaders, Seizing Every Opportunity, National Black MBA, Out for Undergrad, Prospanica and Reaching Out MBA.Clickhere to learn more. **Organization:** **Federal Reserve Bank of New York* **Title:** *Regional Banking Organizations (RBO) Department Head - Supervision Group* **Location:** *NY-New York City* **Requisition ID:** *262157* Associated topics: associate director, chief financial officer, controller, director, general operations manager, manage, president, recruit, staff, vice president

General Function: Serve as first contact for all Members seeking withdrawal, deposit and payment services. Troubleshoot minor Member problems and concerns, and oversee and balance cash drawer. Assist Management as needed. Report to Head Teller, Assistant Branch Manager, or Branch Manager.Position Functions:- Create positive and proactive relationships with all Members.- Smile at all Members and call all Members by name when possible.- Serve the Member standing in front of you first; answer the phone second; work on side tasks/projects third.- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.- Ability to follow check handling procedures in order to properly validate the negotiability of checks presented at the Teller window.- Enter Members' transactions into computers in order to record transactions and issue computer-generated receipts.- Verify Members identity before providing information or performing transactions; update Member information as needed, such as address and phone number changes.- Talk to Members about, and answer questions about, loan balances, interest calculations and dividend rates.- Have, and maintain, a general understanding of Whitefish Credit Union?s products, services and promotions.- Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for further processing.- Identify and resolve transaction mistakes when debits and credits do not balance by following specified procedures- Receive and verify correct mortgage and loan payments, verifying payment dates, payment amounts due, late fees and correct account and / or loan.- Contact Members with questions regarding mail and night drop transactions.- Resolve problems or discrepancies concerning Members' accounts.- Allow Members access to Safety Deposit Boxes, following specified procedures.- Assist Vault Teller by counting money from bank vault, to ensure cash balances stated by the Vault Teller are correct.- Order a supply of cash to meet daily needs, in accordance with procedural amounts.- Receive and count daily inventories of cash before entering drawer.- Quote Canadian exchange rates, following daily international rate sheets.- Work proactively with all other Tellers to ensure a ?team effort? and prompt Member service.- Work effectively with all other Whitefish Credit Union personnel to ensure that the Teller Department functions appropriately in relation to other departments.- Support all other departments as needed (I.E., processing EFT wires, delivering loan paperwork to the proper department, etc.).- Perform all tasks and projects as assigned by Head Teller and Branch Manager.- Self-monitor to ensure timeliness and accuracy of work.- Comply with all BSA requirements as stated in the Whitefish BSA Policy.- Follow all Whitefish Credit Union Employee Handbook parameters.- Follow all Whitefish Credit Union policies and procedures as well as Federal and State guidelines.- Report to work on time and as scheduled.- Protect Member and Whitefish Credit Union confidential information.- Perform other duties as assigned.Position Requirements:- Ability to communicate effectively verbally with Supervisor, President / CEO, Members, Volunteers, Co-workers, and Senior Management Team.- Strong mathematical skills.- Ability to handle and process large monetary denominations.- Strong Member service skills.- Ability to follow oral and written instructions.- Ability to lift 50 pounds with or without accommodation.- Ability to sit and stand for prolonged periods of time over the course of an 8-hour day.- Ability and willingness to travel to and work in other offices.Required Education and Experience:- High school diploma or equivalent required.- 6-12 months professional customer service experience preferred.- 6-12 months professional banking or credit union experience preferred.- Reliable transportation and valid Associated topics: bank teller, branch, client, customer, customer service representative, deposit, saving, service associate, service representative, teller

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. We've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. Provides full-balance sheet banking to affluent and affluent-away customers and manages a portfolio of complex account relationships. Consults with customers regarding their financial needs and recommends appropriate financial services to meet those financial needs. Personally fulfills product and service needs in the Regional Bank and makes appropriate introductions to partners for products in other lines of business. For the portfolio of relationships managed, resolves inquiries and service requests, opens and services accounts within authorized limits and creates Customer Management Program (CMP) activity plans and follows up on scheduled contacts. Continually builds a network of internal partners and external sources and resources to further enhance the customer experience and meet customer's financial needs. Models appropriate segmentation strategy for the branch team and supports the branch manager's Customer Connection Plan (CCP) so that affluent and affluent away customers are provided the opportunity to interact with the most appropriate banker. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications 2+ years of financial services industry experience, through work or military, in one or a combination of the following: corporate banking, corporate lending, consumer banking, consumer lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services position Desired Qualifications Experience assessing customer needs and recommending products/services to fulfill those needsExperience solving customer problemsGood communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesiesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience identifying additional opportunities to recommend products and services to customersExperience mentoring and educating other branch team membersRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reportingRelevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Job Expectations Current registration for FINRA Series 7 and 63 or 7 and 66, State Insurance are required for this role or must be completed within a specified period of time determined by number of licenses to be obtained and will be communicated to the candidate upon offer acceptance. FINRA recognized equivalents will be accepted.State Life Insurance license requirements must be completed within a specified period of time communicated to the candidate upon offer acceptance. Compliance with state law requirements is required.Registration for FINRA Series 65 must be completed when required by the state in which the position is located. FINRA recognized equivalents will be accepted. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) provides the MU4R questions and registration required for employment in this position.Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Street Address VA-Fairfax: 11781 Lee Jackson Memorial Hwy - Fairfax, VA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Associated topics: client, collection analyst, commercial loan, counselor, loan servicing officer, loan underwriter, mortgage loan officer, mortgage loan originator, sale, sell

Qualifications Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in Personal Trust banking industry Preferred Skills/Experience - Strong personal trust relationship management, lending, and new business development/sales skills - Thorough knowledge of personal trust products and services - Basic knowledge of private banking, investment and other U.S. Bancorp products and services - Strong knowledge of fiduciary services - Well-developed analytical and problem-solving skills - Excellent presentation, verbal and written communication skills - Ability to make critical decisions independently - Previous involvement in financial planning activities Associated topics: broker dealer, commodities, dow jones, equity, nasdaq, purchase, risk, security, stock, trader

At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase. Do you have a passion for helping customers, building relationships and delivering extraordinary customer service? We are looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers. From a personal standpoint, you will also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the branch by: Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: . Desired Skills: Delivers exceptional customer experience by acting with a customer first attitude Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships Exudes confidence with clients when sharing product knowledge and solutions Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs Strong desire and ability to influence, educate and connect customers to technology Possesses drive, initiative and knowledge to provide financial options for customers using a consultative approach Ability to learn products, services and procedures quickly and accurately; delivers solutions that make our One Chase products work together Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training Professional, thorough and organized with strong follow-up skills Excellent interpersonal communication skills Engage and partner with team members and other LOBs to offer most appropriate products At least one year experience in: Retail banking sales, or Financial services sales, or Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required Beginning Oct. 1,2018 if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting in role Ability to work branch hours, including weekends and some evenings Compliance with Dodd Frank/Truth in Lending Act* To be considered for this role, you may be required to complete a video interview powered by HireVue. Please allot 15-20 minutes for this step. Associated topics: banking service, collection analyst, loan officer, loan originator, loan servicing officer, loan underwriter, mortgage loan officer, personal banker ii, relationship, sell

Bank Protection Officer Chicago, Illinois $16.00Bank Protection OfficerLocation: Chicago, Illinois |Salary: $16.00 |Posted: 13 Nov 2019 |Closes: 13 Dec 2019 |Job Type: Permanent & Full-time |Business Unit: US Secure Solutions |Region / Division: North America |Reference: G4S/TP/4016102/175629Apply nowJob Introduction:PLEASE CLICK APPLY OR TEXT "JOBS" TO 561-###-#### FROM YOUR SMARTPHONE!The world's leading private security organization, G4S, has an immediate job opportunity for a Bank Protection Officer. G4S is a security provider for the United States government, fortune 500 companies, nuclear power plants, oil and gas companies, airport, ports, banks, hospitals, factories, warehouses, commercial facilities, residential communities and much more.As a full time employee of G4S, you will be entitled to the following benefits:* Major Medical, Dental and Vision* Paid vacation* 401K* Opportunities for additional training to aid in your professional developmentAs an employee you will also be able to participate in the Promote Me! Community. Promote Me! is available to interested current employees as a way to express interest in further advancement, as well as gain information and encourage professional development.Further, as a current employee you will be eligible to participate in large group rates for the following benefits:* Critical Illness* Accident Insurance* Whole Life Insurance* Individual Short-Term Disability* Pre-Paid Legal Services* Identity Theft Services* Pet InsuranceIn addition, G4S provides benefits that are automatically available to all full or part-time employees, whether you enroll in a G4S insurance plan or not. And with no premiums to pay!* RxCut Pharmacy Discount Program* Doctor on Demand* Qualsight LASIK Savings* Perks at Work: G4S Employee Discount Program* Alliant Credit Union* Purchasing Power* Active & Fit: G4S Fitness Center Membership* FinFit: Financial Wellness Program* DailyPay: Access your pay when you need itG4S offers job security, excellent pay and benefits, and career opportunities. We offer entry level careers, management careers, sales careers and executive careers across the United States and internationally.Role Responsibility:Specific Duties and Essential Functions* Perform security patrols of designated areas on foot or in vehicle* Watch for irregular or unusual conditions that may create security concerns or safety hazards* Sound alarms or call police or fire department in case of fire or presence of unauthorized persons* Warn violators of rule infractions, such as loitering, smoking or carrying forbidden articles* Permit authorized persons to enter property and monitors entrances and exits* Observe departing personnel to protect against theft of company property and ensure that authorized removal of property is conducted within appropriate client requirements* Investigate and prepare reports on accidents, incidents, and suspicious activities* Provide assistance to customers, employees and visitors in a courteous and professional mannerThe Ideal Candidate:Education, Licenses and Certifications Required* Must possess a high school diploma or equivalent* Must be able to pass any State-required training or other qualifications for licensing* Pass a State licensing test if driving a company-owned or client-provided vehicle* Must possess a current and valid Illinois State Firearm Owner Identification (FOID) card* Must have completed the Illinois State 40 Hour Firearms CourseType and Length of Specific Experience Required* Must possess one (1) year prior security-related experience, law enforcement experience, or prior military experience with honorable dischargeSkills Required* Ability to operate radio or telephone equipment and/or console monitors* Ability to interact cordially and communicate with the public* Effective oral and written communication skills* Active listening skills* Ability to assess and evaluate situations effectively* Ability to identify critical issues quickly and accurately* Attention to detailOther* Must be at least 21 years old or the minimum age required by the State, if higher* Must be a U.S. citizen or a foreign citizen authorized to legally work in the United States* Must have access to reliable transportation* Subject to a drug screen to the extent permitted by law* Must be able to provide, upon job offer, a DD214 discharge document with discharge status indicated, if prior military* Upon acceptance of a job offer, must be able to pass the following:* MMPI - Psychological testing* Reliability Assessment testing* Physical examPhysical Requirements and EnvironmentEnvironment: Indoor and outdoor, temperature ranges from moderate to extreme cold and heatMajor activity: Walking, standing, speaking, listening, observingPhysical efforts to carry out job duties: Standing, walking, and sitting. Minimal to no stooping or kneeling.About the Company:EOE Minority/Female/Disabled/Veteran/Sexual Orientation/Gender IdentityG4S is an Equal Opportunity/Affirmative Action Employerand an Alcohol- and Drug-Free WorkplaceIf you have any questions regarding Equal Employment Opportunity, Affirmative Action or Diversity and Inclusion, or have difficulty using the online system and require an alternate method to apply, please contact our Corporate Human Resources Department at (800) ###-####.To receive an update on your application status, please contact our local office by following this link: now Associated topics: banking product, banking service, client, collection analyst, counselor, loan, mortgage loan officer, mortgage loan originator, personal banker i, personal banker ii

Manage a team that acts as the central resource and driving force for the design, process, manufacturing, test, quality and marketing of product(s) as they move from conception to distribution. Organize interdepartmental activities ensuring completion of the project/product on schedule and within budget.As a Director in the product development division, you will lead a team that defines product specifications and or strategy. Gather and analyze information to define product specifications and review design specifications. Envision and communicate product strategy and functionality. Initiate and foster relationships with other groups. Review product documentation and collateral. Ensure successful product releases based on corporate priorities.Assists in the development of short, medium, and long term plans to achieve strategic objectives. Regularly interacts across functional areas with senior management or executives to ensure unit objectives are met. The ability to influence thinking or gain acceptance of others in sensitive situations is important. Demonstrated leadership and people management skills. Strong communication skills, analytical skills, thorough understanding of product development and product management. BS or MS degree or equivalent experience relevant to functional area. 8 of software engineering or related experience preferred.*Oracle is an Affirmative Action-Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veterans status, age, or any other characteristic protected by law.**Position Title*: Portfolio Lead - Textura*Department*: Product Strategy*Reports To*: Global VP, Product Strategy*Location*: USA*Primary Purpose/Objectives***We are looking for an energetic and talented individual to be a pivotal member of the product leadership team with a focus on the commercial success of our Textura solution. The Portfolio Lead will seek input from various stakeholders, balance a roadmap of conflicting priorities and communicate the product vision.The Portfolio Lead will:Be a thought leader in your spaceDrive a culture of success and delivery all with a focus on customer delightPrepare commercial business plan and financial models for your productsDrive the go-to-market plans for each product and help execute these plans (all the way from business plan, through development, enablement of sales and support, beta launch, full launch and beyond)Execute on the strategic direction through roadmap definition, communication and delivery outcomes, both with internal and external stakeholdersEnsure commercial success of each product (as measured by customer adoption, satisfaction and commercial return)Drive a world class team consisting of the Product Management, Product Owner/BA functionsEstablish and drive process around all stages of product execution from conception, business case evolution, go to market strategy, pricing, positioning, project management of development and delivery, beta programs, enablement, launch and the ongoing commercial success of the portfolio of productsYou will be waking up every day thinking about how you will meet or exceed the objectives for commercial success of your product. You will be responsible for defining, planning, communicating, and managing the product strategy for all stages of product execution from conception, financial and commercial business case evolution, roadmap horizon planning, go to market strategy, pricing, positioning, overseeing development and delivery, beta programs, launch and the ongoing commercial success of the portfolio of products.You will drive for consistency, a culture of delivery and customer satisfaction, with 5 key measures:1. Adoption Are people using it?2. Customer Satisfaction Do they like it?3. Financial Are they buying it?4. ROI Are we making money?5. Employee satisfaction Are we aligned?Key ResponsibilitiesThis is position that requires a combination of strong people leadership, strategic thinking, communication, tactical execution and the ability to manage and drive best practice. You should be experienced in creating and supervising the creation of business plans, go to market plans and launch plans for a global business. You will be diving best practice, all while understanding the state of your portfolio of products, and working directly with Product Managers, Product Experience & Product Development to deliver product offerings that grow the business.You should be technical enough to be able to engage in questions of solution architecture. An important aspect of this role is also to be a leader of people, a model of teamwork, and a mentor to others. This role will be responsible for both leading and continuing to build a strong product management team.In this position, you will collaborate with sales, pre-sales, product marketing, corporate marketing, and customer support to define the go-to-market for your products. You will engage with product development and product experience to ensure products are delivered to delight customers. You will also act as a main representative for your portfolio internally and externally. Engaging with executives, internal teams, customers, and partners will be common. You may also be involved in speaking with analysts, press, and speaking events on behalf of Oracle.An ideal candidate will have experience with the best practices of Product Strategy combined with a strong ability to lead people and grow a strong team.*Key responsibilities include:*Work hand-in-hand with the product development and product experience teams to ensure alignment of objectives and positive customer outcomesLead your Product Management team in the creation of whole product plans that account for all aspects of the marketing mix and customer lifecycle as well as internal business requirements.Communicate with and get buy in from key stakeholders on product strategy, including external (our customers) and internal. Continue to make development, marketing, support and importantly sales and pre-sales feel good about your portfolio s offerings and direction.Integrate tightly with the marketing and sales organizations on market and customer strategies. The goal here is to increase the effectiveness of the product organization and the velocity of revenue growth.Leverage the thought leadership of the product strategy team to continue to refine and deliver on the long term vision for CEGBU s products and solutions while supporting current corporate objectives. Continue putting this vision into action to achieve tangible outcomes through product innovation, structure, and discipline.Work closely with the other Portfolio Leads to ensure we are aligned strategically, integrate our thinking, are consistent in our approach to best practice and we align resources most effectively for the overall best outcome for our customers.Make decisions based on specific and deep market and metrics analysis.Work with the Product Experience team to ensuring that the end-to-end user experience is optimized, leading to maximum user engagement, driving referrals and retention.Have the discipline to keep current priorities highly visible and on a path toward success, while developing an entrepreneurial spirit across the team that encourages discussion and experimentation along new avenues.Maintain close contact with our user community and analysts for access to market data utilized in the development of product roadmaps, and oversight for resource balancing, prioritization and sequencing of projects in the development queue.Manage the development of team members and recruit new team members.Work with the all elements of the business to facilitate smooth and continuous product launches.Be a positive contributor and an acknowledged leader in the business.The Portfolio Lead will be a flexible, results-oriented, and experienced leader who will be responsible for managing a team of Product Managers and Product Owners. He or she will have visionary product insight, significant technical expertise and extensive leadership and business skills. This role combines a great instinct for developing compelling products with a strong focus on users; a technical aptitude to work with a world class development team; and the business sense to drive product goals and strategies. Equally important, this individual will have deep experience recruiting and managing people that embody these attributes.This role reports to the Global VP, Product Strategy. This position will be based in the mainland USA, preferably in close proximity to their team.*Leadership***Provide entrepreneurial vision and strategic leadership for the product set / commercial solution.Lead the planning and communication of the commercial solutionAs applicable, build the team, with a focus on clearly defining roles, responsibilities and deliverablesBuild, Create and maintain a strong culture within the team (values)Ensure effective integration and co-ordination between the Product Strategy, Product Experience and Product Development.Ensure implementation of effective team management for all teams (regular meetings, work flow allocation, prioritization)CommercialBe responsible for:o Developing and implementing a go-to-market plan, working with all departments to execute.o Managing the entire product line life cycle from strategic planning to tactical activities.o Specify market requirements for current and future products by conducting market research supported by on-going visits to customers and other industry stakeholderso Drive a solution set across development team (primarily Development/Engineering and Marketing Communications) through market requirements, product contract and positioning.o Analyse potential partner relationships for the product.o Set and deliver commercial targets for the productGeneralUnderstand the competitors products in terms of positioning, features and benefits, and account acquisition strategiesBuild an excellent knowledge of the CEGBU s products, mapping how the new product set interfaces to the existing product set.*Candidate Requirements****Required Skills and Experience****Essential:*10 years product management or technical product marketing experience required.Experienced in leading product organizations within successful application software companies selling into large enterprise accounts.Some SaaS or network-based business expertiseExperience making sophisticated product decisions in a competitive market, and getting it right!Be a thought leader on trends in the enterprise software market utilizing a SaaS business model. Who is doing what, and how does our product fit both today and in the future?Must always be thinking about the customer. Must be maniacal about focusing on product issues and initiatives that will create engaged and happy users (which ultimately generate revenue).Have a strong business sense and ability to grasp customer s needs and expectations. Given the broad-based product responsibilities this individual will assume, strong project management skills and the ability to manage multiple parallel initiatives and stakeholders will be critical.Demonstrated ability to gather user requirements and convert them into a winning product vision.Significant people and organizational management skills. A natural leader and mentor.The successful candidate will need to possess strong strategic skills to ensure that the portfolio s product strategy is aligned with market needs.*Desirable:*Experience working in a fast-growing businessExperience with organizations in the never-ending process of transitioning to Agile development methodologies.The right candidate will be able to articulate their track record in product innovation and market definition.**Job:** **Product Development***Organization:** **Oracle***Title:** *Portfolio Lead - Textura***Location:** *United States***Requisition ID:** *19001H1B* Associated topics: chief financial officer, controller, director, general operational manager, general operations manager, manage, organizational culture, president, senior director, supervise

Part Time TellerKonawa, OKPOSITION SUMMARYIdeal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Paying and Receiving Teller for retail and commercial businesses, knowledge of a Recycler usefulReceives and processes multiple transactions with emphasis on accuracySells money orders and official checksPromotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will applyExtraordinary customer service will be required at all timesConsistent execution of policies and proceduresAssists with other job related duties or special projects as assignedPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties,responsibilities and activities may change at any time with or without notice.REQUIREMENTSHigh School Diploma/GEDStrong customer service skillsPrevious teller experience a plus, but will trainKnowledge of teller cash limits, teller machines, and preparation of teller workAbility to balance teller cash and maintain acceptable balancing percentages as defined by managementMaintain Branch cash vault (if applicable)Knowledge of consignment items and their issuanceAble to perform in a highly sensitive environment, deal with confidential matters and meet deadlinesWork well individually and with a team while maintaining a positive attitudeMust demonstrate a business professional image and demeanorOutstanding listening and communication skills, both written and verbalWork well under stress and deadlines while managing multiple tasksCritical thinking skillsExcellent work ethicAbility to work various hours as assigned to meet the needs of the business (open/close branch)Able to perform opening and closing duties while maintaining security standardsAttendance and punctuality is an essential function of the jobPREFERRED SKILLSBilingual (Spanish) a plusPHYSICAL REQUIREMENTSConstant use of computer screensAbility to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hearIntermittently standing, stooping, bending at the waist, walking, kneeling or crouchingAbility to sit and/or stand for long periods of time during the workdayLong periods of typing and repetitive motionAbility to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags)HOURSPart TimeM-F, Saturdays as scheduledHometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $7.6 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-eight Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.EOE/Minority/Female/Disability/Veteran/LGBTQDiversity Our differences enhance business performance. Associated topics: branch teller, client, customer, customer service, customer service representative, deposit, saving, service associate, service representative, teller

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.Responsibilities:Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products andBuild referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client baseHandle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business productsRecognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-servicePerform calling activities including outbound sales as well as follow upsCoach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referralsUnderstand and comply with Citibank policies, standards and procedures to ensure the security of the bank?s and clients? assetsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:2-4 years of relevant experienceNMLS registration; Safe Act compliantPrevious banking, retail, or sales experience preferredProficient sales skillsConsistently demonstrates clear and concise written and verbal communication skillsProficient computer skills and banking technology skillsEducation:High School diploma or equivalentThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US------------------------------------------------------Time Type :Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.Citigroup Inc. and its subsidiaries ("Citi?) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.To view the EEO Policy Statement CLICK HERE.To view the Pay Transparency Posting CLICK HERE.PandoLogic. Keywords: Personal Banker, Location: Alhambra, CA - 91801 Associated topics: banking service, collection analyst, counselor, loan servicing officer, mortgage, mortgage loan originator, mortgage underwriter, personal banker i, personal banker ii, representative

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.Responsibilities:Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products andBuild referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client baseHandle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business productsRecognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-servicePerform calling activities including outbound sales as well as follow upsCoach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referralsUnderstand and comply with Citibank policies, standards and procedures to ensure the security of the bank?s and clients? assetsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:2-4 years of relevant experienceNMLS registration; Safe Act compliantPrevious banking, retail, or sales experience preferredProficient sales skillsConsistently demonstrates clear and concise written and verbal communication skillsProficient computer skills and banking technology skillsEducation:High School diploma or equivalentThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US------------------------------------------------------Time Type :Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.Citigroup Inc. and its subsidiaries ("Citi?) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.To view the EEO Policy Statement CLICK HERE.To view the Pay Transparency Posting CLICK HERE.PandoLogic. Keywords: Personal Banker, Location: Northbrook, IL - 60065 Associated topics: banker, client, customer, loan officer, loan review, loan servicing officer, mortgage loan, mortgage originator, mortgage servicing officer, personal banker i

**Job Description** **Make banking a Fifth Third better ** We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can-do attitude, and portraying a willingness to help at all times. + Have a developed rapport with the customer base and have knowledge of account ownership. + Act with confidence by answering and/or finding answers to customer questions and finding solutions to customer issues. + Be responsive and timely with correspondence and problem resolution. + Maintain a position of trust and responsibility by keeping all customer business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. + Maintain a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed. + Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. + Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. + Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. + Consistently meet or exceed sales referrals, as set by management. + Actively involve self in daily huddles, sales meetings and staff meetings. + Maintain a well-developed working knowledge of the complete line of Retail products and services offered, taking responsibility to keep up to date and request assistance for further development needs. + Initiate conversations to uncover customer needs and effectively refer customers to business partners for the selling and cross-selling of bank products and services. + Utilize appropriate tools for all referrals sent to business partners for tracking purposes. + Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals. + Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + High school diploma/GED. + Work involves extensive cash handling, which requires ability to perform advanced math functions. + Work involves contact with the public, necessitating the ability to present a professional image. + Must have the ability to interact comfortably and confidently with the public and demonstrate the initiative to initiate dialogue. + Work requires the ability to properly read and write well enough to communicate in both oral and written form. + Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 2 years of CSR experience. + Work requires the ability to take initiative and utilize sound judgment in decision-making and diplomacyand tact in problem resolution. + Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. + Need to have flexibility in scheduling. WORKING CONDITIONS: + Normal office environment. + Extending viewing of computer screens. + Travel will be required. Float CSR/Teller- Lake Forest- Full Time LOCATION -- Sanford, Florida 32771 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. **Locations** Sanford-United States of America Associated topics: bank teller, branch, client, customer, customer service representative, deposit, saving, service associate, service representative, teller

At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase. You have a proven record for delivering outstanding service to clients. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. You have established relationships within a company to deliver for clients. Apply these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services offerings. Job Description: As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Responsibilities: You'll be the clients' personal advocate at Chase, adding value to the relationship by. Sharing the value of Chase Private Client with clients that may be eligible Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: . Demonstrated success using a value-added, relationship-oriented approach to acquire and deepening clients relationships Experience cultivating relationships with affluent clients is strongly preferred Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation Beginning Oct. 1,2018 if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* Strong team orientation with a commitment of long-term career with the firm Excellent communication skills College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings To be considered for this role, you may be required to complete a video interview powered by HireVue Associated topics: banker, banking product, banking service, counselor, mortgage, mortgage loan officer, personal banker, personal banker ii, personal banker iv, sell

Experis is looking for an IT Business Systems Analyst for a long term contract role in the Jacksonville, FL area. Candidates requiring sponsorship, now or in the future will not be considered at this time. IT Business Systems Analysts collect and analyze information to formulate the scope and objectives of technology solutions. Write system and programming specifications so that when the system is implemented it will meet user needs. Provide input into cost estimations and project plans. Prepare and maintain technical documentation including flow charts, models, and procedures, user guides, scorecards and reporting to assist with the ongoing operation and maintenance of technology solutions. Assigned to and assist complex projects, systems or initiatives. Analyzes business needs to determine technical requirements and identifies impacted areas/systems/processes and evaluates alternative solutions Design, develop, documents, test or support modification of computer programs and/or systems Researches and assists in designs solutions for general maintenance requests to resolve system problems Prepares detailed system requirements and assists in functional design solutions for new products/functionality and enhancements to existing products/functionality Provide oversight and final review of design specification Take the initiative to seek out areas of improvement Assigned to highly complex projects, systems or initiatives Provides input into forecasting and project-planning for scope/requirements documents and/or vendor contracts to minimize risk to on time, cost effective solution fulfillment. Leads a systematic process for capturing requirements. Works with partners to capture requirements in a standard format that can serve as the foundation for developing technical documentation. Using SDLC processes and associated tools, analyzes current system targeted for replacement/enhancement to determine business and technical functions to be included in design. Prepare crosswalks for transforming input data to output with application of rules Works with Developers and other IT staff to determine system components and functional flow of components and data between components. Validates the design documentation with the appropriate parties and receives approval on these documents. Reviews final design documents to ensure that they clearly explain the work expectations. Clarifies design expectations. Answer business and technical questions. Researches and involves appropriate parties to resolve more complex business and technical issues. Continuously assesses systems as business direction changes for impacts to existing designs. Understands impacts and works as appropriate to determine best solution. Provide consultative support for the systems within their product family Partner with developers and other IT staff to ensure the design fulfills business and technical requirements Responsible for relationship management responsibilities for assigned vendors Prepare technical documentation and deliverables including flow charts, models, and procedures, user guides, scorecards and reporting. Ensures adherence to practices, standards, policies and procedures. Develops test scenarios & test cases, performs test executions for various system components. Prepares complex test strategies to ensure comprehensive coverage of system components and interfaces; provides SME level expertise and recommends test strategies and scenarios for junior level analysts. Develops and documents vetted contingency plans in case of risks or roadblocks Responsible for consensus and relationship building between Business, IT teams and BRMs Other duties as assigned Job duties: Provides oversight as well as serves as the functional lead during development, implementation, and testing of highly complex projects Drives business architecture design (including Business Process), capability roadmap development and strategy development for the domain Responsible for leading/facilitating business requirements gathering and determining technical impacts Develops of system related documentation that includes flow charts, work flow tables, mapping documents, integration specifications and provides system training Develops detailed functional requirements and/or user stories, including non-functional requirements Acts as lead working with development lead/technical architect to layout technical design. Reviews and clarifies user stories and user acceptance criteria with the stakeholders to support design Assumes the role of product owner as necessary Develops an extensive understanding of the business unit's function and effectively communicates technical issues and solutions in non-technical terms to the business unit Provides oversight for the development of user acceptance criteria, test plans and test cases. Oversees functional/user testing (User Acceptance Testing) and accountable for user sign off of changes Oversees the monitoring of system implementation ensuring user satisfaction and be comfortable with being hands on in support of implemented solutions. Operational readiness, Implementation/Warranty Support, Production support, Project analytics and reporting Minimum Job Requirements: Related Bachelors degree or additional related equivalent work experience IT related field 6+ years related work experience in application development and/or systems analysis Proficient in requirements gathering methodologies and the SDLC Experience with Agile software development methodologies Experience with health care data Exposure to mongoDB, Postgres database to develop simple queries. Manager is looking for candidates that are committed and passionate about their work and projects they support. * Experience with Agile methodologies * Knowledge of SQL ~ writing SQL queries etc. * Ability to write User Stories * Must have exceptional documentation skills as they will responsible for creating presentations to various Business Groups and Product Owners. * Must have exceptional communication skills as they will need to be able to translate technical requirements and explain to a non-technical audience as well as translate non-technical requirements to development team. * Previous Healthcare is highly preferred **Candidate should be a very seasoned BSA with a strong technical background Experis is an Equal Opportunity Employer (EOE/AA) Associated topics: analyze, business analytic, business finance, business systems analyst, investment analyst, investment analytics, market, monitor, regulation, valuation analyst

Actively deepens existing customer relationships through routine calling activity and develops new Business Banking relationship opportunities through business development activities. Responsibilities include originating scored credit requests up to $250,000 (with Equipment Finance lending up to $500,000) and selling products/services such as business deposit products, treasury management products, business credit cards and payment solutions, as well as all other suitable solutions as appropriate. This job may require outside prospecting and sales to meet or exceed the sales production goals. Appropriately handles Business Banking customer service issues in assigned portfolio. Actively manages relationships with branch and business line partners and refers clients to Business Banking partners and/or other U.S. Bancorp areas for additional needs. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Apply today and explore what's possible with a career at U.S. Bank. 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. **Qualifications:** Basic Qualifications - Bachelor's degree in business, accounting or finance, or equivalent work experience - Five or more years of financial service sales experience Preferred Skills/Experience - Thorough understanding of bank products, sales, and new business development - Expert knowledge of applicable bank and branch operations, policies, procedures and support systems - Experience understanding business financials including analyzing credit and managing a pipeline and overcoming underwriting obstacles - Demonstrated written and verbal communication skills and demeanor necessary to perform relationship management and sales duties - Strong customer service and community relations skills - Demonstrated ability to make one-on-one and group presentations - Proven track record of consistent success in both the servicing of existing clients as well as sourcing new business **Job:** Sales **Primary Location:** Ohio-OH-Columbus **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 190037526 U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Associated topics: analyze, bi, business analyst, examiner, forecasting, investment analytics, investment fund, law, refinement, strategy

With over 160 locations and 1,800 employees, Paramount Residential Mortgage Group Inc. (PRMG) is one of the largest independently owned Mortgage Banks in the nation. The company is experiencing exponential growth in 2019 and will for many years to come. We are looking for highly qualified Processors to join our Retail team to help support our increased volume. Newly hired Processors will have the privilege of working with a talented team, along with being mentored for growth. The benefits that PRMG offers are available to all full time employees. We offer competitive salary that will be based off of experience. You will have a variety of medical, dental, vision, and other insurance products to choose from. Each year you will receive two weeks vacation time, over nine paid holidays, and five sick days, and access to our employee discount program! With all of these benefits, it is no wonder why we were voted the top 5 of the 50 Best Companies to work for 2018. So if you are looking for a Processor position that will be groomed for advancement, then PRMG is the place for you! Apply now! Performs the daily functions connected with loan processing. Effectively processes loans in accordance with company policies and procedures. The duties for Processor include, but are not limited to, those described below. Verifies, compiles, and inputs application information for mortgage loans: Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for including but not limited to borrower assets, liabilities, and length of employment. Recommends that loan not meeting standards be denied. Calls or writes credit bureau and/or employer to verify accuracy of information. Types loan application forms, using computer. Calls specified companies to obtain property abstract, survey, and appraisal. Informs supervisor of discrepancies in title or survey. Submits mortgage loan application file for underwriting approval. Types and mails approval and denial letters to applicants. Submits approved mortgage loan file to closing party for settlement. Records data on status of loans, including number of new applications and loans approved, canceled, or denied, using computer. Performs other related duties as assigned. Two to five years of loan processing experience. Ability to make sound judgments regarding the resolution of customer service issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload. Associated topics: document, file, loan collections, loan collections officer, loan interviewer, mortgage, mortgage interviewer, mortgage process, process, verification

Description Robert Half Strategic Accounts is currently staffing a Business Analyst with project management experience with one of our fortune 50 banking clients in Wilmington, DE! As a Business Analyst you will be responsible for performs and coordinates the analysis and design of business systems. Develops and maintains a thorough understanding of the needs of the assigned customer group from the business and technical perspective. Works closely with clients and with other system groups to capture business requirements and see them through implementation. Develops and executes systems testing. Acts as a liaison between the business user groups and the technical systems groups. Work on projects of any size using a standard business/technology collaborative approach. Interacts with Senior Management on a consistent basis regarding complex programs & projects Provides client and peer coaching on the development of requirements as formally assigned. Brings expertise when assessing requirements during Peer Review sessions to ensure high quality of the requirements Utilizes the methodology and tools used in alignment with industry standards Requirements Requirements: ? 3+ years of business analysis experience in business process and technology integration project An understanding of business processes related to banking products such as checking/savings accounts, mortgages and credit cards Skilled in problem analysis and resolution ? Teamwork ? Identify dependencies, risks, scope, & long-pole activities and escalate appropriately as needed. ? Strong facilitation and presentation skills ? Advanced Business analysis, including working knowledge of IIBA standards and possession of diverse, analytical tools ? Business Interviewing Skills ? Computer Fluency (STRONG Word Processing, Spread sheet, and Process Mapping Software skills) ? Proficiency in Process Analysis or BPM (Business Process Mapping) ? Must be able to communicate at all organizational levels (IF YOU'RE INTERESTED, PLEASE SEND RESUME TO ...@ROBERTHALF.COM) Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills - helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague. Contact your local Accountemps office at 888.###.#### or visit www.accountemps.com to apply for this job now or find out more about other job opportunities. All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. ? 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use. **Salary:** $42.00 - $42.00 / Hourly **Location:** Wilimington, DE **Date Posted:** November 25, 2019 **Employment Type:** Temporary **Job Reference:** 04730-#######772 **Staffing Area:** Accountemps Associated topics: business intelligence, consult, examiner, financial reporting analyst, inspect, investment analyst, refine, regulation, strategy, valuation analyst

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service Perform calling activities including outbound sales as well as follow ups Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank?s and clients? assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-4 years of relevant experience NMLS registration; Safe Act compliant Previous banking, retail, or sales experience preferred Proficient sales skills Consistently demonstrates clear and concise written and verbal communication skills Proficient computer skills and banking technology skills Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------- Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US ------------------------------------------------------ Time Type :Full time ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. Citigroup Inc. and its subsidiaries ("Citi?) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE. To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE. To view the EEO Policy Statement CLICK HERE. To view the Pay Transparency Posting CLICK HERE. Associated topics: banking service, client, commercial loan, loan underwriter, mortgage loan, mortgage loan officer, mortgage officer, officer, sale, sell

Description Work Days and Expected Hours; Monday - Friday: 9:00 am to 4:00 pm Additional hours may be needed to meet the needs of the department. Function: Responsible for generating new business leads calling on Realtors and builders. Originate mortgage loans by interviewing and completing applications for potential customers. Duties and Responsibilities: 1. Calls on Brokers, Realtors, builders, developers, and other centers of influence regularly to generate new mortgage loans and promote S&T products. 2. Delivers exceptional levels of customer service, responds to customers quickly, and follows up with borrower(s) throughout the loan process. 3. Interviews potential mortgage loan customers. Determines product to best fit customer needs. Meets customer(s) at a time and location convenient to the customer. 4. Enters complete and accurate mortgage loan applications and gathers necessary information and documentation for processing. 5. Has a complete understanding of products, processes, guidelines, and regulatory requirements. 6. Submits completed application package to Retail Mortgage Lending for processing within 24 hours. 7. Maintains communication with processors and underwriters as to status of loan. Continually keeps Realtors and borrowers informed. 8. Follows-up on information and documentation required for processing and closing conditions. 9. Monitors market area for interest rates and products. Assists in coordinating product development and marketing efforts to Realtors within specific market area. 10. Attends Realtor, building, and other networking events within market area. 11. Cross-sells other bank products and services. Refers new customers to Branch Managers for additional services. 12. Performs construction inspections as needed on new properties. 13. Promotes Bankers Settlement Services to borrowers. 14. Maintains a good working relationship with all bank employees. Demonstrates the ability to work independently. Works as a team player to contribute to the success of the department and in turn the organization. 15. Requires S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. 16. Performs additional duties as required. Physical Demands: Operates a keypad device: 30% of the day; travels: 10-15% of the day. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18"-20" for computer work and travel. Must maintain a valid driver's license. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position. Qualifications Skills Preferred + Excellent verbal communication: Advanced + Ability to work independently: Advanced Education Required + High School or better in Academic/General Experience Required + 2-5 years: A minimum of two to five years general business experience required. A strong knowledge and sales background supports success in the origination of mortgages. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Associated topics: banker, collection analyst, loan officer, loan originator, loan review officer, loan servicing officer, mortgage officer, mortgage originator, mortgage underwriter, officer