Private Client Banker - Oberlin Rd - Raleigh, NC
Raleigh, NC Job
JOB DESCRIPTION
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships 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 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Crisis Counselor - Emergency Department 07:00PM - 07:00AM
Carlinville, IL Job
07:00PM - 07:00AM Conducts mental health crisis assessments and crisis intervention for persons of all ages seeking emergency psychiatric services in a hospital emergency department as part of the Psychiatric Response Team. Assesses patients' level of suicide/harm risk and obtains any available collateral information to determine the most appropriate level of care in consultation with ED providers and psychiatrists. Consults and coordinates with medical staff in the ED and inpatient behavioral health unit to ensure patient needs are being appropriately addressed as a healthy disposition plan is created.
Coordinates and facilitates admission to inpatient units, when clinically appropriate. For those clients admitted at an MHS facility, completes insurance pre-certification and ensures that all necessary legal paperwork is completed accurately.
Working with a client in the least restrictive environment is promoted. Assists in coordinating the outpatient care of patients who are not in need of inpatient care and engages patients in developing their safety plan to help them manage future crises. Completes clinical documentation within the electronic health record for all patients that are assessed.
Qualifications
Education:
Bachelor's degree in Social Work, Psychology, Counseling or closely related human service field from accredited university or meets the requirements of an MHP as defined by the Illinois Department of Human Services is required.
Master's degree in Social Work, Psychology, Counseling or closely related human service field from an accredited university is preferred
Responsibilities
Client Services
Develop initial preliminary assessment data including clients' presenting problems, mental status, relevant psychiatric, medical and developmental histories to make decisions regarding diagnosis (according to DSM-V) and/or to provide information and make appropriate referrals to other treatment resources in the community.
Provide direct service intervention for emergency department patients.
Implement crisis or pre-crisis intervention procedures with potentially suicidal, homicidal, or severely disabled clients. Make appropriate referrals to consulting psychiatrists or inpatient psychiatric facilities to prevent further destabilization.
Coordinate referrals to inpatient and outpatient levels of care for emergency psychiatric assessments.
Interview collateral contacts, previous and current treatment professionals, and significant others, as needed, to further assess appropriate plan of care.
Conduct screenings and facilitates referrals from local hospitals, other agencies and/or internal programs to the state psychiatric facility (AMMHC) when applicable.
Utilize MS Teams/Telehealth to conduct assessment of clients presenting to LMH, TMH and JMH with behavioral health concerns as requested by the ED providers
Client Information System
Complete required administrative and legal paperwork (such as: voluntary and involuntary paperwork, Case Openings, SMI/SED, Acknowledgment of Voluntary Admission, Insurance Pre-Certifications, etc).
Collect necessary information for billing and fee collection.
Provide necessary client information to other agencies or health care providers to coordinate services to identified clients.
Document assessments directly into the hospital EHR, where applicable, and ensure ED is provided with copies of all documentation when not able to enter directly into the client record.
Complete insurance pre-certifications, when applicable, for patients being admitted to an MHS inpatient behavioral health unit.
Training Activities/Professional Growth
Manager and employee mutually identify professional goals, which will enhance job related skills.
Participate in ongoing agency meetings, committees, and special projects to enhance professional expertise.
Attend and participate in mandatory monthly clinical supervision with manager as required by the IL Department of Human Services.
Complete all mandatory education requirements by specified deadlines.
Participate in required staff meetings and in-service meetings to keep abreast of agency policy and administrative procedures, meet requirements for continuing education, and upgrade professional knowledge.
Consultation/Networking
Engage in appropriate team work functions (such as mutual support, clarification of office responsibilities and procedures) according agency policy to provide a professional working environment and effective service delivery.
Job Relationships
Communicate directly with manager for clinical supervision, clarification of agency policy, and program evaluation to promote a professional working environment and effective service delivery system.
In absence of immediate manager, will reach out to Director for clinical supervision.
Adhere to MHS/MBH Behavioral Standards.
Other Job Responsibilities
Respond to requests for service from the community and link to appropriate clinic program or outside agencies.
Participate in On Call Rotation and assist manager in ensuring coverage of open shifts as needed
Perform other duties as required by agency needs.
Private Client Banker - Chappaqua Crossing - Chappaqua NY
Chappaqua, NY Job
JOB DESCRIPTION
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships 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 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Teller Fulltime
Skagway, AK Job
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
Sixth and Broadway , Skagway AK
Pay Rate: $20.00- $25.14
Benefits
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement
Posting End Date:
22 Jun 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Producer Lending Director (Director, Credit)
Inver Grove Heights, MN Job
CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and around the world. Most of our 10,000 employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture.
Summary
This position involves leading a team of loan officers and managing loan programs that align with the goals of the enterprise. They will identify and develop areas of strategic growth for CHS Capital. Responsibilities include team decision-making, business development, conducting analyses and forecasting profits for both individual and portfolio-wide credit decisions. This position will provide financial guidance to senior leadership teams, including board members of local and regional cooperatives, as well as individual producer customers. Additionally, the role includes membership in the CHS Capital Loan Committee and assisting in credit management.
Responsibilities
Develop, implement, and execute strategic initiatives to grow CHS Capital's producer portfolio. Advocate for new ideas, collaborate with internal and external stakeholders, and develop financing programs to support the department and enterprise strategy.
Manage overall relationship between CHS Capital and CHS teams (ag retail, go-to-market, operations) as it relates to producer financing. Support or directly manage relationships with affiliate members on producer financing programs.
Call on potential or existing customers to develop new business and increase or retain existing business for both CHS Capital and broader CHS enterprise. Conduct negotiations with sensitive and large credits with complex terms and agreements.
This position is expected to hire, develop, and manage the performance of direct reports to meet the needs of the assigned business unit(s) and create an environment where the best people are rewarded and challenged to take on increasing levels responsibilities. Set goals and priorities to drive the team to achieve department and enterprise objectives.
This position will provide support and assist the enterprise credit team in collection and workout scenarios. Make producer financing decisions in alignment with the risk appetite of the enterprise. Provide credit and risk management oversight and lead team with focus and adherence to policies and procedures.
Create and support a culture of continuous improvement. Sponsor efforts to increase efficiency, reduce costs, and create value to stakeholders.
Perform other responsibilities as needed or assigned.
Minimum Qualifications (required)
High School diploma or GED
7+ years of experience in Finance, Accounting and/or Credit
Prior leadership experience with progressively advancing level of leadership responsibilities
Additional Qualifications
Ability to understand producer financial data and apply underwriting standards to credit and loan accounts
Ability to lead boldly and influence others
Strong customer relationship management skills
Ability to set strategic imperatives and the ability to execute those objectives
Ability to understand the marketplace and design a business platform to excel
Demonstrated ability to lead and manage people, strategic experience in a cooperative environment, preferred including sales, marketing and financial experience
Must be attentive to detail and also be able to work with spreadsheets, presentation programs, word processing programs and databases
Bachelor's degree preferred in Finance, Accounting, Statistics, Economics, Business, Business Administration, or related field
Pre-employment screening is based on the job requirements and industry guidelines and may or may not be required for the position. If required, selected candidates must pass pre-employment screenings to include all or a combination of drug, criminal, motor vehicle check, physical requirements and FMSCA Clearinghouse #LI-WB1
CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications, minimum wage/salary requirements under local law.
Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care spending accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan.
CHS is an Equal Opportunity Employer/Veterans/Disability.
Please note that any communication from a CHS recruiter would be sent using a chsinc.com email address. In addition, a CHS recruiter will not ask for confidential information over the phone or in an email, or request money from a candidate involved in an offer process. If you have questions regarding an employment opportunity, please reach out to *********************; to verify that the communication is from CHS.
Trust Investment Officer
Tampa, FL Job
The Trust Investment Officer is responsible for managing and overseeing investment portfolios within the framework of trust and fiduciary accounts. This role involves developing, implementing and monitoring investment strategies that align with client goals, risk tolerance, and legal requirements. The officer serves as a trusted advisor, ensuring the preservation and growth of assets while maintaining compliance with regulatory standards and organizational policies.
Primary Duties and Responsibilities
Consistently deliver outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
Portfolio Management:
Analyze, design, and implement investment strategies for trust accounts, ensuring alignment with the client’s objectives and fiduciary standards.
Monitor and adjust portfolios to maintain proper asset allocation and risk management.
Conduct ongoing performance and regulatory reviews.
Prepare detailed investment reports for client meetings.
Execute necessary trades for accounts.
Client Relationship Management:
Act as the primary point of contact for clients, beneficiaries, and decision-makers regarding investment strategies and account performance.
Provide financial advice and portfolio recommendations tailored to individual trust goals and objectives.
Build and maintain strong, long-term relationships with clients.
Research and Analysis:
Conduct thorough research on market trends, investment opportunities, and economic conditions to inform decision-making.
Evaluate the performance of various investment instruments, including equities, fixed income, alternative investments, and mutual funds.
Compliance and Risk Management:
Ensure all investment decisions comply with fiduciary regulations, trust agreements, and internal policies.
Assess and manage risks associated with investment decisions and trust portfolios.
Maintain accurate and detailed documentation of all investment activities.
Collaboration and Leadership:
Collaborate with legal, tax, and estate planning professionals to ensure comprehensive trust account management.
Lead discussions with internal investment committees and provide recommendations based on sound analysis.
Train and mentor trust personnel on investment principles and fiduciary standards.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, or related field.
Minimum of 5 years in investment management, trust administration, or a related financial services role.
Skills:
Strong knowledge of financial markets, investment strategies, and fiduciary principles.
Excellent analytical, decision-making, and problem-solving abilities.
Exceptional communication and interpersonal skills for client and team interactions.
Proficiency in portfolio management software, trust accounting software and financial modeling tools.
Regulatory Knowledge: Familiarity with trust laws, regulations, and tax implications.
Key Competencies:
Client-centric approach with a strong focus on fiduciary responsibility.
Detail-oriented with the ability to manage multiple trust accounts simultaneously.
Adaptability to market changes and evolving client needs.
Strategic thinker with a focus on long-term investment goals.
Preferred Qualifications
Master’s degree or professional certifications (e.g. CFP or CTFA) preferred.
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
A DRUG FREE WORKPLACE
E-VERIFY EMPLOYER
PIe986c53ea72d-25***********6
Client Success Specialist
Lancaster, PA Job
Why Choose RKL?
RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:
Hybrid working environment
Full medical, dental, and vision coverage
Commitment to work life balance
Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
Certification reimbursement
401(k) match
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.
About the Position
The Client Success Specialist plays a pivotal role in fostering and nurturing client relationships, ensuring satisfaction, and driving retention. This position involves developing and maintaining strong client relationships through personalized communication, understanding client needs, and effectively conveying the value of services offered. The specialist partners with internal teams to address client concerns promptly, ensuring timely resolutions and continuous improvement. They collaborate on and document processes that enhance client success, implementing strategies to consistently deliver customer satisfaction. Additionally, the role requires developing proficiency in relevant new technologies to enhance team efficiency and collaboration, both internally and with clients.
Responsibilities
Establish and develop client relationships through personalized contact, understanding client needs and ability to communicate solution and values of services offered by the firm
Partner with internal teams to address client concerns, and ensure timely resolution
Collaborate on and document client success processes
Implements strategies and processes that deliver consistent customer satisfaction and retention.
Development of proficiency in new technologies relevant to areas of expertise
Utilize technology to enhance efficiency and collaboration within the team and with clients
Assist clients and internal team define Key Performance Indicators (KPIs) and setting measurement goals
Participate in and facilitate client milestone review meetings
Gather client feedback and communicate with key stakeholders
Advocates for solutions, enhancements, and other actions to meet clients' needs
Identify at-risk clients and opportunities for client growth
Utilize client surveys and feedback to continuously improve our service model
Identify and implement opportunities for efficiencies and proactive engagement management
Contribute to initiatives aimed at improving internal team performance, specifically where the team can enhance results
Prepare and collaborate on client presentations, attend in-person client meetings and/or conferences as needed
Prepare client deliverables using various report styles and data visualization tools
Leverage expertise in proactively identifying client needs, alleviate bottlenecks and facilitate successful outcomes
Demonstrate effective time management and prioritization skills by effectively managing personal schedule with focus on meeting client-related deadlines
Ability to maintain productivity and composure under pressure while adhering to fluctuating deadlines
Promote cross-functional collaboration
Plan resources and establish timelines based on project type or need
Perform administrative tasks such as contacting clients to arrange meetings, coordinating with client service team, drafting correspondence to clients, reviewing client survey results, and communicating with partner in charge (PIC), pulling relevant data for analysis and preparing reports
Any other duties as needed to drive the vision, fulfill the mission, and abide by the values of the firm
This position seeks candidates with a Bachelor's degree in Communications, Marketing, Business Management, or a similar field. The candidate should also have a process-oriented approach, be adaptable, and be open to learning new things as they progress.
If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at ********************************
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Branch Manager - Wallbrook (New Build) - Rolesville, NC
Raleigh, NC Job
JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you’ll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
Acts as the standard bearer of Chase and creates a world-class customer experience
Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
Ability to work branch hours including weekends and evenings
High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
College degree or military equivalent
2+ years of management, Retail Banking experience or equivalent Chase leadership experience
Strong desire and ability to influence, educate, and connect team, partners and customers to technology
Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Program Administrator (Healthcare referral capture) - Remote or in-office in SLC, UT
Remote or Houston, TX Job
Procuity is a trusted leader in delivering innovative SaaS solutions designed to support covered entities in optimizing their 340B programs and pharmacy operations. With a deep understanding of healthcare complexities, our technology helps streamline workflows, improve compliance, and enhance financial performance-allowing providers to focus on delivering care to underserved communities.
Backed by Zions Bancorporation (ZION), a $89 billion holding company, Procuity combines the agility of a technology-driven organization with the stability and expertise of an established enterprise. Our commitment to innovation and operational excellence empowers covered entities to maximize program benefits while navigating the evolving healthcare landscape.
The Program Administrator (healthcare referral capture) plays a key role in managing referral prescriptions within the 340B program. This position is responsible for accurate tracking, compliance, and optimization of referral claims, working closely with healthcare providers, pharmacies, and internal teams to maximize program benefits while maintaining regulatory integrity.
Key Responsibilities:
* Referral Prescription Management:
* Validate referral prescriptions to confirm patient eligibility under 340B guidelines.
* Collaborate with providers to obtain and store necessary documentation. supporting referral claims.
* Maintain referral verification software and update system configurations as needed.
* Compliance.
* Data Analysis & Reporting:
* Develop and present reports on referral prescription utilization, savings, and program performance.
* Track trends in referral capture efficiency and recommend process improvements.
* Work with IT teams to optimize data feeds and system integrations.
* Stakeholder Collaboration:
* Serve as a liaison between pharmacies, health systems, and internal teams to streamline referral capture.
* Work with interdepartmental teams to create processes, procedures, and enhancements.
* Provide training and guidance on referral documentation and best practices.
* ESP Submission & Trend Monitoring:
* Prepare and submit ESP data to manufacturers in accordance with program requirements.
* Monitor manufacturer restrictions and analyze trends to maximize revenue impact.
* Provide recommendations to optimize ESP submission strategies and improve processes.
* Support initiatives related to NDC exclusions and alternative distribution methods.
Qualifications:
* Education: Associate or bachelor's degree in healthcare administration, business, or other directly related experience.
* Experience:
* 2-4 years of experience in 340B program management, pharmacy operations, or healthcare compliance.
* Familiarity with HRSA regulations, referral tracking systems, ESP submissions, and contract pharmacy relationships.
* Proficient in interacting with Electronic Health Records (EHR) across multiple healthcare systems.
* A combination of education and experience may meet job requirements.
* Skills:
* Strong analytical and problem-solving abilities.
* Excellent communication and collaboration skills.
* Proficiency in data management tools and reporting software.
* Strong organizational skills and attention to detail.
* Skilled in optimizing workflows and enhancing operational efficiency through structured processes.
Preferred Certifications:
* 340B Apexus Certified Expert (ACE) or equivalent training in 340B program administration.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Pay (depending on experience and location): $60,000-$75,000
Supplier Risk Analyst - Remote
Remote or Houston, TX Job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a Supplier Risk Analyst to join the Supply Chain Management Department.
The Supply Chain Management department serves the needs of the Bank and its stakeholders regarding suppliers. We seek to help the company create value by acting as a trusted advisor to the businesses and executive managers we support, as well as safeguarding the Bank's risks associated with suppliers. This is accomplished through fulfillment of our sourcing, legal, and risk responsibilities.
The Supplier Risk Management group manages and assesses suppliers throughout their lifecycle of providing products and services to Zions Bancorporation. This includes identifying risk through risk assessments, engaging with suppliers to discuss controls, and addressing control weaknesses identified through control assessments.
The Supplier Risk Analyst role is a great opportunity to continue to grow a risk career. Supplier Risk Analysts apply their risk knowledge to help all groups within the Bank effectively identify and mitigate risk. This leads to improved knowledge of how the Bank as a whole functions and provides great visibility to many executives through the Bank.
Responsibilities:
* Responsible for performing third-party risk assessments and analyzing the risk level of third-party engagements, both for new and existing vendors (as part of ongoing review and update cycles).
* Analyze due diligence documentation to arrive at risk assessment ratings against the Bank's risk methodology, and in accordance with regulatory and industry standards.
* Assess the adequacy of due diligence documentation received from vendors as level of QC before passing on to subject matter experts (SMEs), where necessary.
* Synthesize inputs from Bank's risk SME's, vendor documentation and conversations with lines of business to develop risk assessments.
* Author risk narratives to communicate what key risks are for an engagement or vendor and support why a certain risk level has been assigned.
* Monitor, analyze and maintain vendor information and documentation.
* Build strong relationships with lines of business and risk SMEs across the Bank.
* Uses a strong understanding of risk topics and mindset to actively challenge inputs (e.g. vendor and business claims).
* Contribute to and lead internal initiatives, including methodology enhancements and acting against workplans to deliver projects.
* Present, when required, analysis and findings to stakeholders and committees.
* Work with business units to ensure documentation is received and updated as needed.
* Work collaboratively with other teams in supply chain management as well as with stakeholders across the business.
* Keep current on regulatory requirements.
* Proficient in word processing, database and spreadsheet software and applications.
* Other duties as assigned.
Qualifications:
* Requires a degree in Business, Finance or related field
* 4 + years experience in vendor risk management, risk management, vendor management or other directly related experience or certifications.
* A combination of education and experience may meet requirements.
* Advanced knowledge of vendor management, regulatory requirements and compliance, third-party risk management, regulatory requirements and reporting.
* Excellent problem solving, project and vendor relationship management skills.
* Ability to take initiative and make sound decisions.
* Ability to set and maintain high quality work standards.
* Strong attention to detail.
* Must have a risk-mindset.
* Ability to deal effectively with people in various job capacities.
* Strong analytical, judgment and decision making skills.
* Demonstrate initiative and posses strong organizational skills.
* Excellent interpersonal, presentation and communication skill, both verbal and written.
* Advanced working knowledge of word processing, database and spreadsheet software and applications.
Pay Range:
* $70,000 to $90,000 (based upon relatable skills, experience and location)
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, 20 days of Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
* Employees may, at the company's discretion, be eligible to receive a cash bonus award
Ag/Business Banker - Hinton
Hinton, IA Job
Reporting to the Location President, the Ag/Business Banker is responsible for developing new business, underwriting, structuring, and the closing of loans, as well as maintaining and servicing an existing portfolio. This position will be responsible for the collection of loans. Loan collections will include written notification and phone call support to make certain the bank’s past due rate is within set guidelines.
In addition, this position will be responsible for selling and participates in marketing all the bank’s products and services. This will include making business development calls and cross-selling to customers that come into the bank for a loan. Represents the bank in the local community through active participation in community affairs.
Accountabilities:
Business Development: 55%
•Support the bank’s strong relationship banking culture through on-going customer contact, quality customer service, and superior product knowledge.
•Make referrals to the Investment, WMG, Real Estate and Insurance departments.
•Sell accident/health insurances.
•Source, develop and underwrite new construction, interim and permanent financing requests for new customers.
•Negotiate rates and terms of loans with customers and management within set guidelines.
Lending: 30%
•Maintain and expand an existing loan portfolio.
•Source, develop and underwrite new construction, interim and permanent financing requests for existing customers.
•Maximize bank profitability through appropriate pricing of new loan originations, fee income, and selling of all bank products & services.
•Negotiate terms, structure loan financing based on risk considerations and present credits for approval to appropriate levels of authority within the bank as required.
•Actively work with delinquent loans to maintain the quality of the portfolio.
Location Administration: 10%
•Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards.
•Provide leadership for location specific promotions and initiatives.
•Assure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety.
Other: 5%
•Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community.
•As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities.
Competencies:
Adaptability:
Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Consider themselves as part of a larger bank team and help build teamwork.
Attention to Detail:
Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to assure that important activities are not missed.
Customer Orientation:
Respond sensitively to the needs and priorities of the customers; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Financial Analysis:
Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process.
Negotiation and Sales Skills:
Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a “win-win” approach to problem solving with customers.
Oral/Written Communication:
The ability to express and to communicate thoughts and ideas in a professional, clear, and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.
Professionalism:
Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork.
Time and Work Management:
Ability to effectively manage one’s time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.
Education and Special Requirements:
•Four-year degree in business administration or related experience along with three to five years of prior sales experience preferred.
•This job requires skills needed in a typical office environment. This includes communications skills, computer skills such as, but not limited to, Word and Excel as well as utilization of typical office equipment.
•Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate Department (if applicable)
If you are a registered MLO, you will also have the following duties:
•Responsible for the generation of real estate loans for the bank within guidelines set by bank policy and growth targets. This will include soliciting new business relationships and deepening relationships with existing customers.
•This position will handle phone inquiries regarding mortgage rates and requirements for getting a loan with the bank.
•During the loan process, this person will assist customers through the mortgage process and handle issues as they arise.
•This position is responsible for closing the loan with the customer.
•This person is responsible for controlling the past due loans on the real estate portfolio.
•Maintain current mortgages and collect delinquent payments.
•This position is required to register with the Nationwide Mortgage Licensing System & Registry. This position will need to comply with initial registration and ongoing registry requirements.
PIcf5f311c7147-25***********6
Crisis Counselor - Emergency Department 07:00PM - 07:00AM
Elgin, IL Job
07:00PM - 07:00AM Conducts mental health crisis assessments and crisis intervention for persons of all ages seeking emergency psychiatric services in a hospital emergency department as part of the Psychiatric Response Team. Assesses patients' level of suicide/harm risk and obtains any available collateral information to determine the most appropriate level of care in consultation with ED providers and psychiatrists. Consults and coordinates with medical staff in the ED and inpatient behavioral health unit to ensure patient needs are being appropriately addressed as a healthy disposition plan is created.
Coordinates and facilitates admission to inpatient units, when clinically appropriate. For those clients admitted at an MHS facility, completes insurance pre-certification and ensures that all necessary legal paperwork is completed accurately.
Working with a client in the least restrictive environment is promoted. Assists in coordinating the outpatient care of patients who are not in need of inpatient care and engages patients in developing their safety plan to help them manage future crises. Completes clinical documentation within the electronic health record for all patients that are assessed.
Qualifications
Education:
Bachelor's degree in Social Work, Psychology, Counseling or closely related human service field from accredited university or meets the requirements of an MHP as defined by the Illinois Department of Human Services is required.
Master's degree in Social Work, Psychology, Counseling or closely related human service field from an accredited university is preferred
Responsibilities
Client Services
Develop initial preliminary assessment data including clients' presenting problems, mental status, relevant psychiatric, medical and developmental histories to make decisions regarding diagnosis (according to DSM-V) and/or to provide information and make appropriate referrals to other treatment resources in the community.
Provide direct service intervention for emergency department patients.
Implement crisis or pre-crisis intervention procedures with potentially suicidal, homicidal, or severely disabled clients. Make appropriate referrals to consulting psychiatrists or inpatient psychiatric facilities to prevent further destabilization.
Coordinate referrals to inpatient and outpatient levels of care for emergency psychiatric assessments.
Interview collateral contacts, previous and current treatment professionals, and significant others, as needed, to further assess appropriate plan of care.
Conduct screenings and facilitates referrals from local hospitals, other agencies and/or internal programs to the state psychiatric facility (AMMHC) when applicable.
Utilize MS Teams/Telehealth to conduct assessment of clients presenting to LMH, TMH and JMH with behavioral health concerns as requested by the ED providers
Client Information System
Complete required administrative and legal paperwork (such as: voluntary and involuntary paperwork, Case Openings, SMI/SED, Acknowledgment of Voluntary Admission, Insurance Pre-Certifications, etc).
Collect necessary information for billing and fee collection.
Provide necessary client information to other agencies or health care providers to coordinate services to identified clients.
Document assessments directly into the hospital EHR, where applicable, and ensure ED is provided with copies of all documentation when not able to enter directly into the client record.
Complete insurance pre-certifications, when applicable, for patients being admitted to an MHS inpatient behavioral health unit.
Training Activities/Professional Growth
Manager and employee mutually identify professional goals, which will enhance job related skills.
Participate in ongoing agency meetings, committees, and special projects to enhance professional expertise.
Attend and participate in mandatory monthly clinical supervision with manager as required by the IL Department of Human Services.
Complete all mandatory education requirements by specified deadlines.
Participate in required staff meetings and in-service meetings to keep abreast of agency policy and administrative procedures, meet requirements for continuing education, and upgrade professional knowledge.
Consultation/Networking
Engage in appropriate team work functions (such as mutual support, clarification of office responsibilities and procedures) according agency policy to provide a professional working environment and effective service delivery.
Job Relationships
Communicate directly with manager for clinical supervision, clarification of agency policy, and program evaluation to promote a professional working environment and effective service delivery system.
In absence of immediate manager, will reach out to Director for clinical supervision.
Adhere to MHS/MBH Behavioral Standards.
Other Job Responsibilities
Respond to requests for service from the community and link to appropriate clinic program or outside agencies.
Participate in On Call Rotation and assist manager in ensuring coverage of open shifts as needed
Perform other duties as required by agency needs.
Preston Corners Bilingual Part Time Teller
Cary, NC Job
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and listening proficiency in Spanish/English
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Must take and pass required language assessment
Posting Location:
998 High House RD, CARY NC 27513
Spanish
Posting End Date:
20 Jun 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Executive Account Director - Remote or in-office in SLC, UT
Remote or Houston, TX Job
Procuity, a subsidiary of Zions Bancorporation, is a health care technology company whose primary business focus is healthcare financial optimization. Today we deliver the industry's most powerful platform of tools and information designed to help pharmacies and others manage the risks and complexities of the 340B marketplace. With our deep and unique expertise in technology, data collection, and financial controls, our product 340BDirect offers simplicity, order, and transparency to each of our customers.
As a company whose success is measured by individual customer performance, Procuity understands that quality is the one non-negotiable component of every solution we prescribe. We work in close partnership with each customer to solve business problems with decision-critical information through innovative software solutions, and professional guidance.
The ideal candidate for the Executive Account Director position will have the skills and experience necessary to:
* Develop and execute targeted sales campaigns.
* Identify potential customers via prospecting, cold calling and follows-up on all leads.
* Perform remote product demonstrations.
* Manage client issues and client relations.
* Occasionally participate in various marketing events and activities.
* Manage the entire sales process from prospect to close.
* Communicate the company's value proposition to the marketplace.
* Make recommendations regarding products to clients.
* Perform other duties as assigned.
Qualifications:
* Requires a High School Diploma or equivalent and 2+ years of experience in inside sales, experience selling into the pharmacy industry, prospecting and targeting new business or other directly related experience.
* A combination of education and experience may meet job requirements.
* Prefer 340B or healthcare experience.
* Working knowledge of inside sales, CRM systems including Salesforce, sales techniques and practices.
* Must be a self-starter with positive attitude and a strong competitive drive.
* Must have excellent interpersonal, organization, presentation, communication skills, both verbal and written and strong presence over the phone.
* Ability to meet and exceed sales quotas.
* Problem solving ability.
* Represent the company in a professional manner.
* Basic knowledge of various software programs such as: power point, word processing and spreadsheet programs.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Pay (depending on experience and location): $28.00-$33.65, base plus quarterly incentive
Branch Manager - KC East Market - Kansas City, MO
Kansas City, MO Job
JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you’ll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
Acts as the standard bearer of Chase and creates a world-class customer experience
Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
Ability to work branch hours including weekends and evenings
High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
College degree or military equivalent
2+ years of management, Retail Banking experience or equivalent Chase leadership experience
Strong desire and ability to influence, educate, and connect team, partners and customers to technology
Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Supplier Risk Analyst - Remote
Remote or Houston, TX Job
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a Supplier Risk Analyst to join the Supply Chain Management Department.
The Supply Chain Management department serves the needs of the Bank and its stakeholders regarding suppliers. We seek to help the company create value by acting as a trusted advisor to the businesses and executive managers we support, as well as safeguarding the Bank's risks associated with suppliers. This is accomplished through fulfillment of our sourcing, legal, and risk responsibilities.
The Supplier Risk Management group manages and assesses suppliers throughout their lifecycle of providing products and services to Zions Bancorporation. This includes identifying risk through risk assessments, engaging with suppliers to discuss controls, and addressing control weaknesses identified through control assessments.
The Supplier Risk Analyst role is a great opportunity to continue to grow a risk career. Supplier Risk Analysts apply their risk knowledge to help all groups within the Bank effectively identify and mitigate risk. This leads to improved knowledge of how the Bank as a whole functions and provides great visibility to many executives through the Bank.
Responsibilities:
+ Responsible for performing third-party risk assessments and analyzing the risk level of third-party engagements, both for new and existing vendors (as part of ongoing review and update cycles).
+ Analyze due diligence documentation to arrive at risk assessment ratings against the Bank's risk methodology, and in accordance with regulatory and industry standards.
+ Assess the adequacy of due diligence documentation received from vendors as level of QC before passing on to subject matter experts (SMEs), where necessary.
+ Synthesize inputs from Bank's risk SME's, vendor documentation and conversations with lines of business to develop risk assessments.
+ Author risk narratives to communicate what key risks are for an engagement or vendor and support why a certain risk level has been assigned.
+ Monitor, analyze and maintain vendor information and documentation.
+ Build strong relationships with lines of business and risk SMEs across the Bank.
+ Uses a strong understanding of risk topics and mindset to actively challenge inputs (e.g. vendor and business claims).
+ Contribute to and lead internal initiatives, including methodology enhancements and acting against workplans to deliver projects.
+ Present, when required, analysis and findings to stakeholders and committees.
+ Work with business units to ensure documentation is received and updated as needed.
+ Work collaboratively with other teams in supply chain management as well as with stakeholders across the business.
+ Keep current on regulatory requirements.
+ Proficient in word processing, database and spreadsheet software and applications.
+ Other duties as assigned.
Qualifications:
+ Requires a degree in Business, Finance or related field
+ 4 + years experience in vendor risk management, risk management, vendor management or other directly related experience or certifications.
+ A combination of education and experience may meet requirements.
+ Advanced knowledge of vendor management, regulatory requirements and compliance, third-party risk management, regulatory requirements and reporting.
+ Excellent problem solving, project and vendor relationship management skills.
+ Ability to take initiative and make sound decisions.
+ Ability to set and maintain high quality work standards.
+ Strong attention to detail.
+ Must have a risk-mindset.
+ Ability to deal effectively with people in various job capacities.
+ Strong analytical, judgment and decision making skills.
+ Demonstrate initiative and posses strong organizational skills.
+ Excellent interpersonal, presentation and communication skill, both verbal and written.
+ Advanced working knowledge of word processing, database and spreadsheet software and applications.
Pay Range:
+ $70,000 to $90,000 (based upon relatable skills, experience and location)
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, 20 days of Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
+ Employees may, at the company's discretion, be eligible to receive a cash bonus award
Req ID: 067418
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Private Client Banker - Northeast PA Market Hire - Spring House, PA
Spring House, PA Job
JOB DESCRIPTION
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes 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
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships 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 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
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: **************************************************************************
ABOUT US
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Product Manager - Enterprise Commercial Products
Remote or Houston, TX Job
Zions is one of the nation's premier financial services companies with total assets exceeding $89 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices. To better familiarize yourself with our company visit us at: ************************************
The Zions Bancorporation, Enterprise Commercial Products department is seeking an experienced, highly motivated
Product Manager
for Communications who has a passion for creating compelling, creative product content delivered across multiple channels and platforms. This is an excellent opportunity for a creative and organized individual to join a collaborative team dedicated to developing and executing high-impact product assets. The successful candidate will be a self-starter with a proven track record of success in creating and executing communications strategies in the financial industry.
The Product Manager
will be responsible for managing the product communication efforts, including campaigns, initiatives, and communication plans. This role involves understanding the products, the audience, crafting compelling content with a creative eye, and strategic distribution to build relationships and achieve business goals.
The Product Manager Communications will:
Design, develop and execute comprehensive and effective internal/external communication plans across various channels including print, digital, and video.
Write and edit a range of communications content, including client emails, website copy, presentations, internal newsletters, product documents, videos, infographics, and last-mile reports.
Work in concert with subject matter experts to create content that accurately reflects the bank's products and services, ensuring accuracy, and consistency in tone and style across all communications.
Lead the creation of high-quality product videos and product demos for Clients, Sales, and Operations teams.
Cultivate relationships with a diverse range of internal stakeholders to drive consistent and effective messaging to ensure employees and clients are informed and engaged on bank initiatives.
Monitor and analyze trends and data to assess communication effectiveness, last-mile tracking, and proactively identifying opportunities to improve.
Create templates and tools for Product Managers to use to promote the bank's suite of services and programs.
Demonstrate strong project management skills, attention to detail, and ability to collaborate with cross functional teams.
Ensure all communications activities adhere to risk and compliance requirements.
Strong protector and promoter of brand guidelines and proper logo usage.
Stay current with industry trends and communications best practices.
Perform other job-related duties as assigned.
Requirements/Qualifications
Bachelor's degree in Communications, Marketing, Business or other relevant field.
4-6+ years in communications within the financial industry, demonstrating a proactive approach and attention to detail.
Strong knowledge of the Adobe Creative Suite, including XD, Photoshop, Acrobat, and InDesign.
Expert in Microsoft Office Suite, including Word, PowerPoint, Excel, and Teams.
Understanding of Agile project management principles and practices.
Familiar with Artificial Intelligence search engines and prompting.
Creative thinker with exceptional writing, editing, and proofreading skills, and the ability to convey complex information in a clear, concise, and compelling way.
Experience developing assets and communications in the financial services industry.
Self-starter with the ability to manage multiple projects simultaneously and adjust to shifting priorities.
Demonstrated track record of success in working across a large organization within a variety of areas including Marketing, Sales,
Operations, Product Managers, Legal, Compliance, and Communications groups.
Excellent verbal, written, and interpersonal skills to effectively lead meetings and interact with all levels of the organization.
Strategic problem solver who can identify potential obstacles and design thoughtful, creative solutions.
Strong project management skills with the ability to balance multiple priorities.
Organized, detail-oriented, and able to hit the ground running.
At Zions Bancorporation, we need team members who can get the job done and do it with enthusiasm. As a company, we are always striving to make the business better so we can make our customer's lives easier. Are you passionate about making a difference for people in your community? As a corporation comprised of community banks, we need people like you, who can make positive changes.
Location:
This position is 100% remote within the United States
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
This position is eligible to earn a base salary in the range of:
Product Manager III - $85K to $100K
Product Manager IV - 95K to $125K
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, 20 days of Paid Time Off (PTO) and 11 Paid Federal Ho
Crisis Counselor - Emergency Department 07:00PM - 07:00AM
Jacksonville, IL Job
07:00PM - 07:00AM Conducts mental health crisis assessments and crisis intervention for persons of all ages seeking emergency psychiatric services in a hospital emergency department as part of the Psychiatric Response Team. Assesses patients' level of suicide/harm risk and obtains any available collateral information to determine the most appropriate level of care in consultation with ED providers and psychiatrists. Consults and coordinates with medical staff in the ED and inpatient behavioral health unit to ensure patient needs are being appropriately addressed as a healthy disposition plan is created.
Coordinates and facilitates admission to inpatient units, when clinically appropriate. For those clients admitted at an MHS facility, completes insurance pre-certification and ensures that all necessary legal paperwork is completed accurately.
Working with a client in the least restrictive environment is promoted. Assists in coordinating the outpatient care of patients who are not in need of inpatient care and engages patients in developing their safety plan to help them manage future crises. Completes clinical documentation within the electronic health record for all patients that are assessed.
Qualifications
Education:
Bachelor's degree in Social Work, Psychology, Counseling or closely related human service field from accredited university or meets the requirements of an MHP as defined by the Illinois Department of Human Services is required.
Master's degree in Social Work, Psychology, Counseling or closely related human service field from an accredited university is preferred
Responsibilities
Client Services
Develop initial preliminary assessment data including clients' presenting problems, mental status, relevant psychiatric, medical and developmental histories to make decisions regarding diagnosis (according to DSM-V) and/or to provide information and make appropriate referrals to other treatment resources in the community.
Provide direct service intervention for emergency department patients.
Implement crisis or pre-crisis intervention procedures with potentially suicidal, homicidal, or severely disabled clients. Make appropriate referrals to consulting psychiatrists or inpatient psychiatric facilities to prevent further destabilization.
Coordinate referrals to inpatient and outpatient levels of care for emergency psychiatric assessments.
Interview collateral contacts, previous and current treatment professionals, and significant others, as needed, to further assess appropriate plan of care.
Conduct screenings and facilitates referrals from local hospitals, other agencies and/or internal programs to the state psychiatric facility (AMMHC) when applicable.
Utilize MS Teams/Telehealth to conduct assessment of clients presenting to LMH, TMH and JMH with behavioral health concerns as requested by the ED providers
Client Information System
Complete required administrative and legal paperwork (such as: voluntary and involuntary paperwork, Case Openings, SMI/SED, Acknowledgment of Voluntary Admission, Insurance Pre-Certifications, etc).
Collect necessary information for billing and fee collection.
Provide necessary client information to other agencies or health care providers to coordinate services to identified clients.
Document assessments directly into the hospital EHR, where applicable, and ensure ED is provided with copies of all documentation when not able to enter directly into the client record.
Complete insurance pre-certifications, when applicable, for patients being admitted to an MHS inpatient behavioral health unit.
Training Activities/Professional Growth
Manager and employee mutually identify professional goals, which will enhance job related skills.
Participate in ongoing agency meetings, committees, and special projects to enhance professional expertise.
Attend and participate in mandatory monthly clinical supervision with manager as required by the IL Department of Human Services.
Complete all mandatory education requirements by specified deadlines.
Participate in required staff meetings and in-service meetings to keep abreast of agency policy and administrative procedures, meet requirements for continuing education, and upgrade professional knowledge.
Consultation/Networking
Engage in appropriate team work functions (such as mutual support, clarification of office responsibilities and procedures) according agency policy to provide a professional working environment and effective service delivery.
Job Relationships
Communicate directly with manager for clinical supervision, clarification of agency policy, and program evaluation to promote a professional working environment and effective service delivery system.
In absence of immediate manager, will reach out to Director for clinical supervision.
Adhere to MHS/MBH Behavioral Standards.
Other Job Responsibilities
Respond to requests for service from the community and link to appropriate clinic program or outside agencies.
Participate in On Call Rotation and assist manager in ensuring coverage of open shifts as needed
Perform other duties as required by agency needs.
Capital Markets Controller - Remote
Remote or Houston, TX Job
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
Zions Capital Markets
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently, hedge financial risks, and execute strategic transactions effectively. Our approach is simple - help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings "bulge bracket" solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. We have teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
Zions Accounting
This role will fall within the Zions' Enterprise Accounting which provides the accounting for Zions Bancorporation's affiliate companies including, month end close and consolidation of company general ledgers, recording daily cash transactions, monthly income and expense accruals, reconciliations and research of nightly process clearing general ledgers, and accounting support for the banks business units. We also work with the bank's internal and external auditors to provide supporting documentation as requested. Our focus is on standardizing and automating as many processes as possible to free up time for critical thinking activities.
We are seeking a highly skilled and experienced Capital Markets Accounting Manager to join our team. The ideal candidate will have a strong background in derivative accounting and a deep understanding of capital markets. This role will be responsible for overseeing the accounting and financial reporting of derivative instruments, ensuring compliance with relevant regulations, and providing valuable insights to support strategic decision-making. This role requires close collaboration with 1st line business stakeholders, where we are looking for an asset class process owner who will work closely with Trading, Operations, Finance and Accounting, and Operational Risk teams.
The ideal candidate stays abreast of recent derivative regulatory developments, analyzing trends through peer analysis to provide guidance on regulatory developments as well as recommend best practices for firmwide accounting on derivatives. This role can be fully remote for candidates not located in markets where Zions has a presence. Candidates must reside in the United States. This role requires periodic travel (10-20%) where more frequent travel during the initial ramp up period may be required.
Key Responsibilities:
* Oversee the accounting and financial reporting for all derivative instruments, including interest rate swaps, currency swaps, options, and futures.
* Ensure compliance with relevant accounting standards (e.g., GAAP) and regulatory requirements.
* Develop and maintain derivative accounting policies, procedures, and internal controls.
* Perform hedge effectiveness testing and ensure proper documentation of hedge relationships.
* Execute independent price verification (IPV) of complex derivative instruments with a strong attention to detail to ensure accurate fair value measurement.
* Prepare and review financial statements, disclosures, and other regulatory filings related to derivatives.
* Assist in the development and implementation of strategies to manage financial risks associated with derivative instruments.
* Collaborate with treasury, risk management, and other finance teams to provide accurate and timely financial information.
* Monitor market trends and developments in derivative accounting to ensure the company's practices remain current and compliant.
* Capable of advising capital markets leadership of any anticipated regulatory market developments and the associated impact to the business.
* Support internal and external audits related to derivative accounting.
Qualifications:
* Bachelor's degree in Accounting, Finance, Economics, or a related field.
* 6-10 years of public company accounting experience with at 5+ years of experience with derivative products, Capital Markets or a related role.
* Strong knowledge of US GAAP reporting requirements including bank financial statements and derivative disclosures.
* Familiarity with derivative regulatory requirements (e.g., Dodd-Frank, MiFID, and Basel Regulations) and capable of validating Capital
* Markets trading activities comply with said requirements.
* Understanding of Sarbanes Oxley (SOX) and financial reporting process controls experience for derivatives trading preferred.
* Understanding of the major fixed income derivative asset classes (i.e., interest rate FX, credit and commodities).
* Understanding of financial modeling and valuation of derivative instruments.
* Excellent analytical and problem-solving skills.
* Effective communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Advanced proficiency in Microsoft Excel and other financial software (e.g., Bloomberg, Reuters).
Preferred Qualifications:
* Master's degree in Accounting, Finance, or a related field.
* CPA or equivalent certification.
* Experience working in financial services or similar regulated industries.
* Knowledge of regulatory requirements and market trends related to derivative instruments.
* Familiarity with treasury management systems and financial reporting tools (experience with Calypso preferred).
* Prior experience conducting independent price verification testing and price reconciliations to ensure the appropriateness and accuracy of our GL postings.
* Deep understanding of ISDA agreements and practices, the Depository Trust and Clearing Corp. (DTCC) Global Trade Repository (GTR) rulebook, and related regulatory regimes under Basel Framework and the Uncleared Margin Rule (UMR).
* Past experience monitoring and tracking regulatory rulemaking development.
Pay Range:
* $135,000 to $170,000 (based upon relatable skills, experience and location)
Benefits:
* Competitive salary and performance-based bonuses commensurate with experience.
* Comprehensive health, dental, and vision insurance starting day 1.
* Retirement savings plan with employer match.
* Opportunities for professional development and career advancement.
* Flexible work arrangements and a supportive work environment.