Founded in 1936, the National Wildlife Federation has grown into America's largest and most trusted grassroots conservation organization with 51 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, etc. The mission of the National Wildlife Federation is to unite all Americans to ensure wildlife thrive in our rapidly changing world. The organization's programs focus on conserving wildlife, restoring habitat and waterways, expanding outdoor opportunities, connecting children with nature, and addressing the causes and consequences of climate change. To support our mission, we seek a Grants Analyst to join our team in Reston, VA.
The Grants Analyst will serve as a liaison for restricted revenue and grant award management for the finance department in their assigned area(s). The position is generally accountable for effectively providing financial management, financial and narrative reporting, analysis, and communication for NWF grants through a collaborative effort with the Philanthropy department, Conservation and Education programs, Finance and other internal staff throughout the organization. Program assignments and terms may vary depending on priorities.
In this role you will:
Manage and track all restricted revenue sources excluding government grants within the assigned departments which includes:
Monitoring appropriate financial and reporting systems, such as Lawson, iBudget and FileMaker, to ensure accurate and up-to-date information. Serve as point person to review, code, and track all grant revenue and monitor such expenses for programs. Ensure highly accurate and timely monthly reprojections are completed in iBudget in the monthly closing process. Manage year-end process of recording and reconciling revenue with program staff and Finance. Working with the Sr. Grants Analysts and Sr. Director of Finance to ensure year end journal entries are prepared accurately and timely.
Responsible for the coordination between Program, Philanthropy, and Finance departments in preparing and reviewing budget proposals for grants. Once grant funds have been secured, monitor all revenue and expenses related to grant funded programs. Responsible for creation, communications and training for the activity codes in iBudget (NWF's budgeting and reporting tool). During the annual budgeting process, coordinate the restricted revenue portion of the new budget by communicating with Philanthropy and program managers to accurately reflect known and anticipated restricted revenue sources.
Ensure accurate and timely reporting to donors and analysis for departments and management:
In coordination with program directors, Philanthropy, and Finance, produce and submit financial reports as required by donors or auditors related to grant funds or grant funded program work. Ensure that reporting adheres to the requirements of the funders both in content and deadlines as well as that it matches financial information tracked in various systems within NWF, should audits need to be made.
Communications
Serve as liaison between Conservation and Education programs, Philanthropy, and Finance in addition to any other departments regarding the tracking, compliance, and information flow related to grant funded programs. Recognizing informational needs for each department at various stages in the grants process (from budget creation to report submittal).
Other duties as assigned
Produce journal entries as needed for restricted revenue. Enter grants into the restricted revenue database in FileMaker and CAL-FINRR calendar. Assist with annual Audit schedules related to restricted revenue and schedules for annual 990.
Qualifications:
B.S. or B.A. in Accounting or Finance or equivalent.
Minimum two years of financial nonprofit experience, preferably in Finance or Philanthropy related to grants operations, with some overlap in program work.
Experience with environmental education, conservation issues, Lawson or other financial software a plus.
Demonstrable skill in creating and tracking budgets and expenses
Ability to manage diverse groups of people around a purpose, as well as work well independently
Knowledge of nonprofit financial reporting requirements, strong financial analysis and presentation abilities
Understanding of donor/nonprofit relationships
Excellent communication and customer service skills
Ability to communicate financial concepts to non-financial professionals
Attention to detail and ability to work with a high degree of accuracy
Must consistently meet deadlines
Proficiency in Microsoft Office Suite, knowledge of databases, preferably FileMaker and Essbase.
The employee's actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.
There will be minimal travel in the DC metro area, and travel outside of the area is not expected to exceed three times per year.
We aspire to be an inclusive multicultural organization that celebrates the rich dimensions of diversity such as race, ethnicity, gender identity, sexual orientation, socio-economic status, age, physical ability, and religious and political belief. Diversity at the National Wildlife Federation translates into understanding and valuing each other's perspectives.
The National Wildlife Federation offers excellent benefits, competitive compensation, and a family-friendly, flexible work environment. We are committed to building a diverse team and strongly encourage candidates from all backgrounds to apply. If you meet more than 75% of the qualifications of this description, we encourage you to submit an application. A background check will be conducted on the selected candidate.
Interested candidates should submit both a cover letter and resume.
May 22, 2018
Full time
Founded in 1936, the National Wildlife Federation has grown into America's largest and most trusted grassroots conservation organization with 51 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, etc. The mission of the National Wildlife Federation is to unite all Americans to ensure wildlife thrive in our rapidly changing world. The organization's programs focus on conserving wildlife, restoring habitat and waterways, expanding outdoor opportunities, connecting children with nature, and addressing the causes and consequences of climate change. To support our mission, we seek a Grants Analyst to join our team in Reston, VA.
The Grants Analyst will serve as a liaison for restricted revenue and grant award management for the finance department in their assigned area(s). The position is generally accountable for effectively providing financial management, financial and narrative reporting, analysis, and communication for NWF grants through a collaborative effort with the Philanthropy department, Conservation and Education programs, Finance and other internal staff throughout the organization. Program assignments and terms may vary depending on priorities.
In this role you will:
Manage and track all restricted revenue sources excluding government grants within the assigned departments which includes:
Monitoring appropriate financial and reporting systems, such as Lawson, iBudget and FileMaker, to ensure accurate and up-to-date information. Serve as point person to review, code, and track all grant revenue and monitor such expenses for programs. Ensure highly accurate and timely monthly reprojections are completed in iBudget in the monthly closing process. Manage year-end process of recording and reconciling revenue with program staff and Finance. Working with the Sr. Grants Analysts and Sr. Director of Finance to ensure year end journal entries are prepared accurately and timely.
Responsible for the coordination between Program, Philanthropy, and Finance departments in preparing and reviewing budget proposals for grants. Once grant funds have been secured, monitor all revenue and expenses related to grant funded programs. Responsible for creation, communications and training for the activity codes in iBudget (NWF's budgeting and reporting tool). During the annual budgeting process, coordinate the restricted revenue portion of the new budget by communicating with Philanthropy and program managers to accurately reflect known and anticipated restricted revenue sources.
Ensure accurate and timely reporting to donors and analysis for departments and management:
In coordination with program directors, Philanthropy, and Finance, produce and submit financial reports as required by donors or auditors related to grant funds or grant funded program work. Ensure that reporting adheres to the requirements of the funders both in content and deadlines as well as that it matches financial information tracked in various systems within NWF, should audits need to be made.
Communications
Serve as liaison between Conservation and Education programs, Philanthropy, and Finance in addition to any other departments regarding the tracking, compliance, and information flow related to grant funded programs. Recognizing informational needs for each department at various stages in the grants process (from budget creation to report submittal).
Other duties as assigned
Produce journal entries as needed for restricted revenue. Enter grants into the restricted revenue database in FileMaker and CAL-FINRR calendar. Assist with annual Audit schedules related to restricted revenue and schedules for annual 990.
Qualifications:
B.S. or B.A. in Accounting or Finance or equivalent.
Minimum two years of financial nonprofit experience, preferably in Finance or Philanthropy related to grants operations, with some overlap in program work.
Experience with environmental education, conservation issues, Lawson or other financial software a plus.
Demonstrable skill in creating and tracking budgets and expenses
Ability to manage diverse groups of people around a purpose, as well as work well independently
Knowledge of nonprofit financial reporting requirements, strong financial analysis and presentation abilities
Understanding of donor/nonprofit relationships
Excellent communication and customer service skills
Ability to communicate financial concepts to non-financial professionals
Attention to detail and ability to work with a high degree of accuracy
Must consistently meet deadlines
Proficiency in Microsoft Office Suite, knowledge of databases, preferably FileMaker and Essbase.
The employee's actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.
There will be minimal travel in the DC metro area, and travel outside of the area is not expected to exceed three times per year.
We aspire to be an inclusive multicultural organization that celebrates the rich dimensions of diversity such as race, ethnicity, gender identity, sexual orientation, socio-economic status, age, physical ability, and religious and political belief. Diversity at the National Wildlife Federation translates into understanding and valuing each other's perspectives.
The National Wildlife Federation offers excellent benefits, competitive compensation, and a family-friendly, flexible work environment. We are committed to building a diverse team and strongly encourage candidates from all backgrounds to apply. If you meet more than 75% of the qualifications of this description, we encourage you to submit an application. A background check will be conducted on the selected candidate.
Interested candidates should submit both a cover letter and resume.
Washington State Department of Labor & Industries
Tacoma, WA, USA
This is a great In-Training opportunity for you to enhance your technical skills, as well as your interpersonal skills. Bring your talents to public service and join us in keeping Washington safe and working. As an L&I Field Auditor, you will independently conduct audits of businesses financial records to determine premium liability for industrial insurance. Perform onsite audits within local businesses and survey work operations to determine risk classifications for job hazards of the business and compliance with industrial insurance reporting requirements. Provide professional consulting and technical assistance to educate employers regarding prime contractor liability, recordkeeping and reporting requirements. Why work for Labor & Industries ? We have a flexible work environment. Flex schedules and teleworking are available after successfully meeting a six month probationary period. Your work/life balance is respected, your voice matters and Washington State provides one of the most competitive benefits packages in the nation. In addition, L&I is a diverse state agency dedicated to the safety and health and security of Washington's 2.5 million workers. Some of what you'll do:
Perform compliance audits, educational audits for new and existing English and Spanish speaking employers and investigations to verify employers are complying with the Revised Code of Washington (RCWs) Title 51 and WACs
Educate and communicate with employers in both English and Spanish in regards to questions surrounding industrial insurance, and provide information related to audit processes, laws and rules
Independently screen, schedule, coordinate and conduct audits of business financial records
Document audit details in chronological order as events happen throughout the audit process
Review employment contracts and conduct fact-finding interviews
Determine proper risk classification for job hazards of the business, and if the business is in compliance industrial insurance reporting requirements
Prepares professional and extensive reports of audit findings
Prepare subpoenas and other legal documents as needed and testify at industrial insurance appeals and court proceedings
What we're looking for:
Professional accounting or auditing experience
Knowledge of generally accepted accounting principles (GAAP) and auditing theory.
Strong and effective communicators with written, verbal and excellent interpersonal skills.
Experience facilitating training and providing information and instruction clearly and effectively.
Proficient computer skills using MS Word, Excel and Internet.
Properly identify, collect, document data and information for assessment, analysis, and investigation.
Gather and attain confidential information.
Skill in persuading others to voluntarily comply with regulations or policies.
Building and maintaining effective working relationships.
Experience successfully performing multiple tasks under tight deadlines without sacrificing quality and accuracy.
Experience maintaining confidentiality.
Possess a valid driver's license.
Experience auditing employer records for Industrial Insurance reporting is desired.
Independently make decisions on policies and procedures in a precise and timely manner using critical thinking skills.
Note: When applying please include the following:
Cover letter
Copy of your unofficial college transcripts documenting successful completion of the required 20 semester or 30 quarter hours in accounting
Resume
Who should apply:
Viable applicants must have a minimum of 20 semester or 30 quarter hours in accounting (may include credits from one (1) Finance class or one (1) Business Law class) along with Bachelor's degree.
Ability to read, write and converse fluently in both Spanish and English
Professional level accounting or auditing experience could substitute, year for year, for the education; however, not for the required 20 semester or 30 quarter hours of accounting.
May 15, 2018
Full time
This is a great In-Training opportunity for you to enhance your technical skills, as well as your interpersonal skills. Bring your talents to public service and join us in keeping Washington safe and working. As an L&I Field Auditor, you will independently conduct audits of businesses financial records to determine premium liability for industrial insurance. Perform onsite audits within local businesses and survey work operations to determine risk classifications for job hazards of the business and compliance with industrial insurance reporting requirements. Provide professional consulting and technical assistance to educate employers regarding prime contractor liability, recordkeeping and reporting requirements. Why work for Labor & Industries ? We have a flexible work environment. Flex schedules and teleworking are available after successfully meeting a six month probationary period. Your work/life balance is respected, your voice matters and Washington State provides one of the most competitive benefits packages in the nation. In addition, L&I is a diverse state agency dedicated to the safety and health and security of Washington's 2.5 million workers. Some of what you'll do:
Perform compliance audits, educational audits for new and existing English and Spanish speaking employers and investigations to verify employers are complying with the Revised Code of Washington (RCWs) Title 51 and WACs
Educate and communicate with employers in both English and Spanish in regards to questions surrounding industrial insurance, and provide information related to audit processes, laws and rules
Independently screen, schedule, coordinate and conduct audits of business financial records
Document audit details in chronological order as events happen throughout the audit process
Review employment contracts and conduct fact-finding interviews
Determine proper risk classification for job hazards of the business, and if the business is in compliance industrial insurance reporting requirements
Prepares professional and extensive reports of audit findings
Prepare subpoenas and other legal documents as needed and testify at industrial insurance appeals and court proceedings
What we're looking for:
Professional accounting or auditing experience
Knowledge of generally accepted accounting principles (GAAP) and auditing theory.
Strong and effective communicators with written, verbal and excellent interpersonal skills.
Experience facilitating training and providing information and instruction clearly and effectively.
Proficient computer skills using MS Word, Excel and Internet.
Properly identify, collect, document data and information for assessment, analysis, and investigation.
Gather and attain confidential information.
Skill in persuading others to voluntarily comply with regulations or policies.
Building and maintaining effective working relationships.
Experience successfully performing multiple tasks under tight deadlines without sacrificing quality and accuracy.
Experience maintaining confidentiality.
Possess a valid driver's license.
Experience auditing employer records for Industrial Insurance reporting is desired.
Independently make decisions on policies and procedures in a precise and timely manner using critical thinking skills.
Note: When applying please include the following:
Cover letter
Copy of your unofficial college transcripts documenting successful completion of the required 20 semester or 30 quarter hours in accounting
Resume
Who should apply:
Viable applicants must have a minimum of 20 semester or 30 quarter hours in accounting (may include credits from one (1) Finance class or one (1) Business Law class) along with Bachelor's degree.
Ability to read, write and converse fluently in both Spanish and English
Professional level accounting or auditing experience could substitute, year for year, for the education; however, not for the required 20 semester or 30 quarter hours of accounting.
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements) and a resume and a relevant writing sample to HRJobsADMU@aclu.org. Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
May 11, 2018
Full time
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements) and a resume and a relevant writing sample to HRJobsADMU@aclu.org. Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
Float Member Service Representative
The Float Member Service Representative is responsible for a wide variety of teller, administrative and clerical duties. Duties include a high level of external and internal public contact and management of varied records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is located at the O.C. Haley branch, however this person will be required to work in the various locations throughout the New Orleans area where volume and customer traffic warrants the presence of a MSR.
Essential Duties and Functions
Establish and maintain member accounts
Prepare and process teller transactions efficiently and effectively
Adhere to established cash handling and balancing procedures
Prepare corporate deposits daily
Perform a variety of administrative duties including but not limited to answering telephones, typing and filing
Provide excellent customer service
Adhere to all branch procedures
Travel to various HOPE locations to work as needed
Competencies/Skills
Ability to handle monetary instruments and make transactions accurately
Working knowledge of word processor, spreadsheet, other PC applications, or mainframe applications to produce non-standard, creative products
Ability to read and interpret documents, write routine reports and correspondence
Ability to speak effectively before groups of customers and employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, percent, and interpret data
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Preferred Education and Experience
Bachelor’s degree, business concentration preferred
Three plus years of experience in banking/finance in areas related to job requirements
Cash handling and customer service experience
Fluency in Spanish and English required
HOPE offers a competitive salary and comprehensive benefits package. Visit www.hopecu.org to learn more about our organization.
May 11, 2018
Full time
Float Member Service Representative
The Float Member Service Representative is responsible for a wide variety of teller, administrative and clerical duties. Duties include a high level of external and internal public contact and management of varied records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is located at the O.C. Haley branch, however this person will be required to work in the various locations throughout the New Orleans area where volume and customer traffic warrants the presence of a MSR.
Essential Duties and Functions
Establish and maintain member accounts
Prepare and process teller transactions efficiently and effectively
Adhere to established cash handling and balancing procedures
Prepare corporate deposits daily
Perform a variety of administrative duties including but not limited to answering telephones, typing and filing
Provide excellent customer service
Adhere to all branch procedures
Travel to various HOPE locations to work as needed
Competencies/Skills
Ability to handle monetary instruments and make transactions accurately
Working knowledge of word processor, spreadsheet, other PC applications, or mainframe applications to produce non-standard, creative products
Ability to read and interpret documents, write routine reports and correspondence
Ability to speak effectively before groups of customers and employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, percent, and interpret data
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Preferred Education and Experience
Bachelor’s degree, business concentration preferred
Three plus years of experience in banking/finance in areas related to job requirements
Cash handling and customer service experience
Fluency in Spanish and English required
HOPE offers a competitive salary and comprehensive benefits package. Visit www.hopecu.org to learn more about our organization.
PeopleTec is currently seeking an Advanced Financial Analyst to support our Fort Belvoir, VA location.
In this role you'll need technical understanding of Ballistic Missile Defense System (BMDS), Integrated Master Test Plan (IMTP) and of the System Engineering role in the overall MDA engineering process. Use your problem solving, teamwork, customer relations, leadership, and communication skills across multiple organizations on mission critical projects. Responsibilities will include: Supporting BMDs, IMTP, MDA Engineering, Supporting program/budget planning, Justification document (R-Document), Paper Development Support, Analysis and tracking for Congressional RFIs/RTCs UFR development, justification, and tracking support, and other assigned tasks.
Required Skills/Experience:
15+ years of related work experience
Ability to brief senior leadership
Excellent Power Point and Word skills
Experience with test resource planning, cost estimation, resource mapping and tracking to a given baseline
Experience working in database environments (PRIDE experience preferable)
Understanding of MDA Systems Engineering process
Excellent Communications skills and ability to multi-task
Excellent Microsoft Excel skills which include experience with large multiple sheet workbooks, formulas/functions, including business/financial and pivot tables
Applicants selected for employment may be subject to a federal background investigation and may need to meet additional eligibility requirements for access to classified information or materials
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in Business, Math, Science, or other related degree, and 15 years of experience. Completed Master's Degree preferred.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/788084-145621
May 02, 2018
Full time
PeopleTec is currently seeking an Advanced Financial Analyst to support our Fort Belvoir, VA location.
In this role you'll need technical understanding of Ballistic Missile Defense System (BMDS), Integrated Master Test Plan (IMTP) and of the System Engineering role in the overall MDA engineering process. Use your problem solving, teamwork, customer relations, leadership, and communication skills across multiple organizations on mission critical projects. Responsibilities will include: Supporting BMDs, IMTP, MDA Engineering, Supporting program/budget planning, Justification document (R-Document), Paper Development Support, Analysis and tracking for Congressional RFIs/RTCs UFR development, justification, and tracking support, and other assigned tasks.
Required Skills/Experience:
15+ years of related work experience
Ability to brief senior leadership
Excellent Power Point and Word skills
Experience with test resource planning, cost estimation, resource mapping and tracking to a given baseline
Experience working in database environments (PRIDE experience preferable)
Understanding of MDA Systems Engineering process
Excellent Communications skills and ability to multi-task
Excellent Microsoft Excel skills which include experience with large multiple sheet workbooks, formulas/functions, including business/financial and pivot tables
Applicants selected for employment may be subject to a federal background investigation and may need to meet additional eligibility requirements for access to classified information or materials
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in Business, Math, Science, or other related degree, and 15 years of experience. Completed Master's Degree preferred.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/788084-145621
We are seeking to hire Client Services Representatives for this location. This employee must provide exceptional customer service and solutions to internal and external clients, which could be made up of internal bank employees and clients. Tuesday, May 8, 2018, 12:30 PM – 4:30 PM.
REGISTRATION IS REQUIRED
For successful registration, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment which will be emailed to you. If you have not received the assessments within 24 hours of successful application, please send an email to Dana Rattan.
Upon completion of the assessment, please email Dana Rattan at dana.rattan@bankofamerica.com including ( Full Name + Contact Phone and Email + Requisition # ) and your confirmed submission. *Note – There are limited interview slots available. Please respond with your firm arrival time of either 12:30PM, 1:30PM, 2:30PM, 3:30PM
Client Services Representative I - 18016939
Client Services Representative I, Bilingual, English & Spanish - 18016953
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there. Please check in with security upon arrival with your photo ID.
May 01, 2018
Full time
We are seeking to hire Client Services Representatives for this location. This employee must provide exceptional customer service and solutions to internal and external clients, which could be made up of internal bank employees and clients. Tuesday, May 8, 2018, 12:30 PM – 4:30 PM.
REGISTRATION IS REQUIRED
For successful registration, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment which will be emailed to you. If you have not received the assessments within 24 hours of successful application, please send an email to Dana Rattan.
Upon completion of the assessment, please email Dana Rattan at dana.rattan@bankofamerica.com including ( Full Name + Contact Phone and Email + Requisition # ) and your confirmed submission. *Note – There are limited interview slots available. Please respond with your firm arrival time of either 12:30PM, 1:30PM, 2:30PM, 3:30PM
Client Services Representative I - 18016939
Client Services Representative I, Bilingual, English & Spanish - 18016953
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there. Please check in with security upon arrival with your photo ID.
Preferred Qualifications: Bilingual (English/Spanish)
Various shifts available Monday through Friday 7am to 8pm and Saturdays 8am to 5pm.
SU M M A R Y : Under the close supervision of the Contact Center Supervisor, the Contact Center Representative serves at the first point of contact for customers. The incumbent responds to inbound calls on a range of customer issues from account and balance inquiries to queries about the full range of products and services. The Contact Center Representative assists customers with their individual needs in a friendly, courteous, efficient and cooperative manner.
ESSE N T I A L DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Give exceptional internal and external customer service by displaying sincere, outgoing, aggressive friendliness which includes answering phones promptly, consistently exhibit courtesy, competency and concern while responding timely and using customer's name.
Answer internal and external customer telephone inquiries by using proper telephone guidelines, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests or complaints promptly.
Complete all required documentation to meet customer needs.
Escalate unresolved or complex inquiries to the appropriate personnel or department when necessary.
Explain bank policies and procedures courteously and patiently
Maintain thorough knowledge of all bank products and services.
Offer additional services to customers by recognizing opportunities and educating customers about product enhancements, new products or new services.
Provide assistance to branch associates by processing customer requests when recording of calls is necessary.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
T E A M ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
Q U A LIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDU C A T IO N AND/OR EXPERIENCE:
High school diploma or general education degree (GED) required.
One (1) year of customer service experience required.
Contact center experience preferred.
Banking experience preferred.
O T HE R SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
About the Organization
As a provider of financial services, our #1 focus is our customers. We are people helping people find financial solutions for life. That is our culture - that is who we are as an organization. As an employer, our #1 focus is our associates. We offer competitive compensation, comprehensive benefits and an engaging work environment driven by the desire to serve our customers and communities. With over 315 locations in Arkansas, Oklahoma, Missouri and Kansas, we offer a variety of jobs. Whether you are looking for full-time or part-time employment, Arvest has the opportunity for you. Arvest is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law. EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Apr 30, 2018
Full time
Preferred Qualifications: Bilingual (English/Spanish)
Various shifts available Monday through Friday 7am to 8pm and Saturdays 8am to 5pm.
SU M M A R Y : Under the close supervision of the Contact Center Supervisor, the Contact Center Representative serves at the first point of contact for customers. The incumbent responds to inbound calls on a range of customer issues from account and balance inquiries to queries about the full range of products and services. The Contact Center Representative assists customers with their individual needs in a friendly, courteous, efficient and cooperative manner.
ESSE N T I A L DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Give exceptional internal and external customer service by displaying sincere, outgoing, aggressive friendliness which includes answering phones promptly, consistently exhibit courtesy, competency and concern while responding timely and using customer's name.
Answer internal and external customer telephone inquiries by using proper telephone guidelines, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests or complaints promptly.
Complete all required documentation to meet customer needs.
Escalate unresolved or complex inquiries to the appropriate personnel or department when necessary.
Explain bank policies and procedures courteously and patiently
Maintain thorough knowledge of all bank products and services.
Offer additional services to customers by recognizing opportunities and educating customers about product enhancements, new products or new services.
Provide assistance to branch associates by processing customer requests when recording of calls is necessary.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
T E A M ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
Q U A LIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDU C A T IO N AND/OR EXPERIENCE:
High school diploma or general education degree (GED) required.
One (1) year of customer service experience required.
Contact center experience preferred.
Banking experience preferred.
O T HE R SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
About the Organization
As a provider of financial services, our #1 focus is our customers. We are people helping people find financial solutions for life. That is our culture - that is who we are as an organization. As an employer, our #1 focus is our associates. We offer competitive compensation, comprehensive benefits and an engaging work environment driven by the desire to serve our customers and communities. With over 315 locations in Arkansas, Oklahoma, Missouri and Kansas, we offer a variety of jobs. Whether you are looking for full-time or part-time employment, Arvest has the opportunity for you. Arvest is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law. EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Multiple Shifts Available
Apr 30, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Multiple Shifts Available
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Bilingual Spanish proficiency preferred
Multiple Shifts Available
Apr 30, 2018
Full time
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Bilingual Spanish proficiency preferred
Multiple Shifts Available
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading, writing, speaking ) in English & Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Apr 30, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading, writing, speaking ) in English & Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Will handle moderately complex or escalated issues while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products and have the ability to deepen or retain relationships. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. May be required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. May handle escalated issues by successfully navigating the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1-2 year of contact center or equivalent customer service experience.
Required s kills :
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Bilingual level Spanish and English speaking.
Desired s kills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Apr 30, 2018
Full time
Will handle moderately complex or escalated issues while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products and have the ability to deepen or retain relationships. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. May be required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. May handle escalated issues by successfully navigating the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1-2 year of contact center or equivalent customer service experience.
Required s kills :
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Bilingual level Spanish and English speaking.
Desired s kills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Apr 30, 2018
Full time
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Lewis-Clark State College invites applications for the position of Grants/Contracts Program Specialist in the Office of Grants and Contracts.
Salary based on experience and qualifications: $16.35 - $17.78
Required Qualifications:
At least two years of financial/accounting experience in an office setting.
Experience interpreting, applying, and explaining laws and regulations (including the Code of Federal Regulations), collecting, organizing, and evaluating data and writing narrative report of findings.
Ability to monitor and financially manage all grant funds.
Experience using Microsoft Office Suite with emphasis on Word, Excel, Access, Outlook, and PowerPoint.
Experience working with ERP system or similar software.
Outstanding communication skills both orally and in writing.
Experience working with budgets including grant budget development.
Ability to work collaboratively with internal and external customers to achieve institution's mission.
Excellent problem-solving skills with an emphasis on reaching solutions.
Preferred Qualifications:
Bachelor's degree in accounting, bookkeeping, or related field.
Experience providing training, guidance, and oversight of grant proposals, contracts, agreements, and other reports.
Knowledge of website development and maintenance.
Ability to evaluate grant or contract applications and provide coordination and/or technical assistance.
Responsibilities:
Reporting to the Office of Grants and Contracts Director, with a direct liaison relationship with the Controller, this position is responsible for fiscal and technical oversight of grant and grant-related contract accounts for the institution.
Provide monthly analyses of active grant accounts to principal investigators and project directors.
Review grant expenditures to ensure compliance with federal, state, and other granting agency regulations.
Assist with preparing and reviewing grant proposals, contracts, agreements, and other reports.
Provide training, guidance, and oversight for grant administration.
Other duties as assigned.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 Professional References
In addition to completing this application, you must also take the Grants/Contracts Program Specialist exam found on the Idaho Division of Human Resources' website at https://www4.labor.idaho.gov/DHR/ATS/StateJobs/CurrentOpenings.aspx?view=Alpha
Application deadline is May 6, 2018.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/784218-141889
Apr 27, 2018
Full time
Lewis-Clark State College invites applications for the position of Grants/Contracts Program Specialist in the Office of Grants and Contracts.
Salary based on experience and qualifications: $16.35 - $17.78
Required Qualifications:
At least two years of financial/accounting experience in an office setting.
Experience interpreting, applying, and explaining laws and regulations (including the Code of Federal Regulations), collecting, organizing, and evaluating data and writing narrative report of findings.
Ability to monitor and financially manage all grant funds.
Experience using Microsoft Office Suite with emphasis on Word, Excel, Access, Outlook, and PowerPoint.
Experience working with ERP system or similar software.
Outstanding communication skills both orally and in writing.
Experience working with budgets including grant budget development.
Ability to work collaboratively with internal and external customers to achieve institution's mission.
Excellent problem-solving skills with an emphasis on reaching solutions.
Preferred Qualifications:
Bachelor's degree in accounting, bookkeeping, or related field.
Experience providing training, guidance, and oversight of grant proposals, contracts, agreements, and other reports.
Knowledge of website development and maintenance.
Ability to evaluate grant or contract applications and provide coordination and/or technical assistance.
Responsibilities:
Reporting to the Office of Grants and Contracts Director, with a direct liaison relationship with the Controller, this position is responsible for fiscal and technical oversight of grant and grant-related contract accounts for the institution.
Provide monthly analyses of active grant accounts to principal investigators and project directors.
Review grant expenditures to ensure compliance with federal, state, and other granting agency regulations.
Assist with preparing and reviewing grant proposals, contracts, agreements, and other reports.
Provide training, guidance, and oversight for grant administration.
Other duties as assigned.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 Professional References
In addition to completing this application, you must also take the Grants/Contracts Program Specialist exam found on the Idaho Division of Human Resources' website at https://www4.labor.idaho.gov/DHR/ATS/StateJobs/CurrentOpenings.aspx?view=Alpha
Application deadline is May 6, 2018.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/784218-141889
We are seeking Senior Telephone Sales Associate, Bilingual, English & Spanish candidates to join our Sales team at this contact center.
Minimum Qualifications:
1 year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Are fluent (reading, writing, speaking) in both English & Spanish
REGISTRATION IS REQUIRED . To register, please go our careers website at www.bankofamerica.com/careers and reference the requisition number (18005325) in the search jobs field. Follow instructions to submit an application. Once submitted , please email Ashley Miller at amiller40@bankofamerica.com to confirm your registration.
Event Date: Wednesday, May 9, 2017 2:00pm – 5:00pm
Location: Bank of America, 1825 E Buckeye Rd, Phoenix, AZ 85034 (McDowell Building) Please check in with security upon arrival with your photo ID
This event will run from 2:00 PM – 5:00 PM, candidates can show up at any time during this period. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Apr 17, 2018
Full time
We are seeking Senior Telephone Sales Associate, Bilingual, English & Spanish candidates to join our Sales team at this contact center.
Minimum Qualifications:
1 year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Are fluent (reading, writing, speaking) in both English & Spanish
REGISTRATION IS REQUIRED . To register, please go our careers website at www.bankofamerica.com/careers and reference the requisition number (18005325) in the search jobs field. Follow instructions to submit an application. Once submitted , please email Ashley Miller at amiller40@bankofamerica.com to confirm your registration.
Event Date: Wednesday, May 9, 2017 2:00pm – 5:00pm
Location: Bank of America, 1825 E Buckeye Rd, Phoenix, AZ 85034 (McDowell Building) Please check in with security upon arrival with your photo ID
This event will run from 2:00 PM – 5:00 PM, candidates can show up at any time during this period. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Apr 11, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Apr 10, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Oregon Health Authority
421 Southwest Oak Street, Portland, OR, USA
The Oregon Health Authority is modernizing and expanding their Actuarial operations and currently has a fantastic opportunity for two Actuarial Analysts to join an excellent team and work to advance their Actuarial function. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As an Actuarial Analyst, you will play a key role in the development of OHA's capitation rates for Medicaid Managed Care Entities and Provider reimbursement rates , as well as ad hoc actuarial, data and financial analysis. In this role, you will participate in actuarial work and discussions that are of statewide importance. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming an Actuarial Analyst , don't delay, apply today!
There are two full-time, permanent positions that are classified and represented by a union. These positions will be located in Portland at 421 SW Oak Street. Only interested in part-time work? The Oregon Health Authority is accepting applicants that are interested in part-time opportunities.
MINIMUM QUALIFICATIONS FOR RESEARCH ANALYST 4:
A Bachelor's Degree in any disciplines that included six-quarter units in statistics or quantitative analysis methods and procedures, AND three years of experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. Two of the three years must have included coordinating complex research projects. OR Five years of research experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. Two of the five years must have included coordinating complex research projects.
MINIMUM QUALIFICATIONS FOR RESEARCH ANALYST 3: A Bachelor's Degree in any discipline that included six-quarter units in statistics or quantitative analysis methods and procedures, and one year experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. OR Four years of research experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. REQUESTED SKILLS:
Successful completion of one or more Society of Actuaries Actuarial Exams, or a Masters' in Public Health, Business Administration, or related field.
Comfortable working with a variety of analysis and statistical techniques.
Ability to perform complex analysis using SAS, SQL and Excel.
Experience with health outcomes research, health care delivery systems research, and/or survey research design.
Experience using health care expenditure, utilization and quality assurance data.
Experience in promoting a culturally competent and diverse work environment.
Apr 09, 2018
Full time
The Oregon Health Authority is modernizing and expanding their Actuarial operations and currently has a fantastic opportunity for two Actuarial Analysts to join an excellent team and work to advance their Actuarial function. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As an Actuarial Analyst, you will play a key role in the development of OHA's capitation rates for Medicaid Managed Care Entities and Provider reimbursement rates , as well as ad hoc actuarial, data and financial analysis. In this role, you will participate in actuarial work and discussions that are of statewide importance. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming an Actuarial Analyst , don't delay, apply today!
There are two full-time, permanent positions that are classified and represented by a union. These positions will be located in Portland at 421 SW Oak Street. Only interested in part-time work? The Oregon Health Authority is accepting applicants that are interested in part-time opportunities.
MINIMUM QUALIFICATIONS FOR RESEARCH ANALYST 4:
A Bachelor's Degree in any disciplines that included six-quarter units in statistics or quantitative analysis methods and procedures, AND three years of experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. Two of the three years must have included coordinating complex research projects. OR Five years of research experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. Two of the five years must have included coordinating complex research projects.
MINIMUM QUALIFICATIONS FOR RESEARCH ANALYST 3: A Bachelor's Degree in any discipline that included six-quarter units in statistics or quantitative analysis methods and procedures, and one year experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. OR Four years of research experience using computerized applications to independently gather, compile, and analyze data and prepare narrative or statistical reports. REQUESTED SKILLS:
Successful completion of one or more Society of Actuaries Actuarial Exams, or a Masters' in Public Health, Business Administration, or related field.
Comfortable working with a variety of analysis and statistical techniques.
Ability to perform complex analysis using SAS, SQL and Excel.
Experience with health outcomes research, health care delivery systems research, and/or survey research design.
Experience using health care expenditure, utilization and quality assurance data.
Experience in promoting a culturally competent and diverse work environment.
Mapp Biopharmaceutical, Inc.
San Diego, CA 92121, USA
Accountant
Job #07-18R
Mapp Biopharmaceutical is a small biopharmaceutical company focused on addressing unmet medical needs through the development of life-saving monoclonal antibody treatment options to combat a variety of neglected and tropical infectious diseases. Under general supervision this accounting position will support the Controller in a variety of duties/tasks. This Accountant will assist in performing general accounting functions to include, but not limited to, payroll processing, accounts payable input, manage check runs, prepare various reconciliations/analyze data and prepare journal entries to remain compliant with both Generally Accepted Accounting Practices GAAP and Federal Acquisition Regulations (FAR) reporting.
Basic Qualifications:
Bachelor's degree in Accounting or related professional degree
3-5 years experience in accounting required
Thorough understanding of accounting theories, concepts and principles
Experience with documentation and reporting of accounting and related transactions
Ability to interpret and analyze various types of data and effectively document and report findings
Ability to work independently or in a group setting, as well as work extended hours as necessary
Preferred Qualifications:
Experience with Government contracts, FAR and cost accounting
Demonstrated computer skills to include MS Excel (pivot tables, vlookups, IF statements, etc.) and QuickBooks
Responsibilities
Submits payroll to external payroll company to ensure timely and efficient payment to employees
Interacts with employees to answer payroll related questions
Assists with Accounts Payable to include accurate input and validation of A/P data and check runs
Reconciles and analyzes general ledger accounts and prepare adjusting journal entries, as appropriate
Assists with preparation of monthly financial reports in accordance with acceptable accounting principles and procedures
Supports Financial and Government audits
Assists in required reporting for various Federal and State taxing agencies
Responds to accounting inquiries from various sources, including Management
Adheres to Financial Accounting Standards, FAR, Company policies and other applicable regulations
Participates in assurance of accurate accounting data
Mapp offers a competitive compensation and benefits package in addition to this exciting and challenging job. You will enjoy a flexible, collaborative and rewarding environment in San Diego, CA or may have the opportunitiy to work remotely. Mapp wants you to join their team and invites you to apply.
No Solicitors, agents or placement agencies please. Mapp utilizes E-Verify.
Equal Opportunity/Affirmative Action/Disability/Vets Employer - Applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected Veteran status, or any other characteristic protected by applicable federal, state, or local law.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/756465-186114
Mar 23, 2018
Full time
Accountant
Job #07-18R
Mapp Biopharmaceutical is a small biopharmaceutical company focused on addressing unmet medical needs through the development of life-saving monoclonal antibody treatment options to combat a variety of neglected and tropical infectious diseases. Under general supervision this accounting position will support the Controller in a variety of duties/tasks. This Accountant will assist in performing general accounting functions to include, but not limited to, payroll processing, accounts payable input, manage check runs, prepare various reconciliations/analyze data and prepare journal entries to remain compliant with both Generally Accepted Accounting Practices GAAP and Federal Acquisition Regulations (FAR) reporting.
Basic Qualifications:
Bachelor's degree in Accounting or related professional degree
3-5 years experience in accounting required
Thorough understanding of accounting theories, concepts and principles
Experience with documentation and reporting of accounting and related transactions
Ability to interpret and analyze various types of data and effectively document and report findings
Ability to work independently or in a group setting, as well as work extended hours as necessary
Preferred Qualifications:
Experience with Government contracts, FAR and cost accounting
Demonstrated computer skills to include MS Excel (pivot tables, vlookups, IF statements, etc.) and QuickBooks
Responsibilities
Submits payroll to external payroll company to ensure timely and efficient payment to employees
Interacts with employees to answer payroll related questions
Assists with Accounts Payable to include accurate input and validation of A/P data and check runs
Reconciles and analyzes general ledger accounts and prepare adjusting journal entries, as appropriate
Assists with preparation of monthly financial reports in accordance with acceptable accounting principles and procedures
Supports Financial and Government audits
Assists in required reporting for various Federal and State taxing agencies
Responds to accounting inquiries from various sources, including Management
Adheres to Financial Accounting Standards, FAR, Company policies and other applicable regulations
Participates in assurance of accurate accounting data
Mapp offers a competitive compensation and benefits package in addition to this exciting and challenging job. You will enjoy a flexible, collaborative and rewarding environment in San Diego, CA or may have the opportunitiy to work remotely. Mapp wants you to join their team and invites you to apply.
No Solicitors, agents or placement agencies please. Mapp utilizes E-Verify.
Equal Opportunity/Affirmative Action/Disability/Vets Employer - Applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected Veteran status, or any other characteristic protected by applicable federal, state, or local law.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/756465-186114
In the wake of the financial crisis, the Federal Reserve has been required to conduct an annual stress test of large Bank Holding Companies (of which AXP is one). The aim of this stress testing process, known as Comprehensive Capital Analysis and Review (CCAR), is to evaluate whether AXP holds sufficient capital to absorb losses from adverse macroeconomic conditions. Particular attention has been given to credit loss forecasting under different stress scenarios, and as a result a dedicated cross functional team consisting of Finance and Risk Management professionals has been created to enhance and build out all aspects of the loss provision forecasting process under CCAR.
Responsibilities:
Manage the Finance aspects of the CCAR process for loss provision
Coordinate data inputs and deliverables with partners within the Finance organization responsible for other components of CCAR (e.g. receivables volumes and loss inputs)
Build and maintain loss provision forecasting models used to produce key inputs into AXP regulatory submissions and maintain or implement sustainable governance and process controls
Take ownership of specific portfolios/work streams in CCAR enhancements and explain results to senior leaders
Work closely with Risk professionals developing analytics at pivotal decision points, providing support and documentation for project decisions
Enhance the process for forecasting additional credit-driven metrics related to CCAR (e.g. delinquency fees, outside agency fees, and segmentation level loss estimations)
Present project milestones and gain senior management and regulator buy in at various stages of the project.
Candidate must have strong Excel skills and experience with complex Excel functions.
Must be able to synthesize complex concepts into understandable business solutions, and demonstrate thought leadership in developing value added analyses.
Must be results driven and proactive with the ability to manage multiple work streams and work within tight timelines.
Able to think strategically and have the relationship skills necessary to partner and drive results in a cross-functional team environment.
Excellent oral and written communication skills and ability to present on a regular basis to senior management.
Previous card/risk management/regulatory experience or a Masters-level degree a plus.
Working knowledge of SQL/SAS or other programming experience is highly desirable.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Mar 22, 2018
Full time
In the wake of the financial crisis, the Federal Reserve has been required to conduct an annual stress test of large Bank Holding Companies (of which AXP is one). The aim of this stress testing process, known as Comprehensive Capital Analysis and Review (CCAR), is to evaluate whether AXP holds sufficient capital to absorb losses from adverse macroeconomic conditions. Particular attention has been given to credit loss forecasting under different stress scenarios, and as a result a dedicated cross functional team consisting of Finance and Risk Management professionals has been created to enhance and build out all aspects of the loss provision forecasting process under CCAR.
Responsibilities:
Manage the Finance aspects of the CCAR process for loss provision
Coordinate data inputs and deliverables with partners within the Finance organization responsible for other components of CCAR (e.g. receivables volumes and loss inputs)
Build and maintain loss provision forecasting models used to produce key inputs into AXP regulatory submissions and maintain or implement sustainable governance and process controls
Take ownership of specific portfolios/work streams in CCAR enhancements and explain results to senior leaders
Work closely with Risk professionals developing analytics at pivotal decision points, providing support and documentation for project decisions
Enhance the process for forecasting additional credit-driven metrics related to CCAR (e.g. delinquency fees, outside agency fees, and segmentation level loss estimations)
Present project milestones and gain senior management and regulator buy in at various stages of the project.
Candidate must have strong Excel skills and experience with complex Excel functions.
Must be able to synthesize complex concepts into understandable business solutions, and demonstrate thought leadership in developing value added analyses.
Must be results driven and proactive with the ability to manage multiple work streams and work within tight timelines.
Able to think strategically and have the relationship skills necessary to partner and drive results in a cross-functional team environment.
Excellent oral and written communication skills and ability to present on a regular basis to senior management.
Previous card/risk management/regulatory experience or a Masters-level degree a plus.
Working knowledge of SQL/SAS or other programming experience is highly desirable.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Mar 20, 2018
Full time
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Mar 07, 2018
Full time
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
The Federal Home Loan Banks – Office of Finance
Capital Markets Intern
Position term – June 4th to August 4th, 2018
The FHLB – Office of Finance, is seeking a strong Capital Markets Intern. The Capital Markets Intern will directly assist the CCMO Group (Coordination, Control, and Management of Organizations) with a wide range of projects related to issuance, marketing investor data research, and data mining with the Research Group. This internship is designed to be both educational and practical. In this position, the intern will learn how to take skills she or he may have acquired in school and apply them in a professional setting. He or she will gain a better understanding of the role that the FHLB Capital Markets plays in the Global bond market while working in professional environment and be better prepared to work in the arena of Finance/Research and Marketing.
Main Responsibilities include:
Gain knowledge of the steps required in the issuance of FHLB bonds, auctions, and Global transactions.
Collaborate as a team and with other departments and managers with different work expectations.
Participate in a large marketing project which will evaluate investor data collected on bonds issued.
Participate in office wide diversity events with other interns and be the lead for the CCMO group.
To be effective, a Capital Markets Intern needs to have strong interpersonal skills, high attention to detail, be very organized, and self-motivated. The ideal candidate will have experience with office software (i.e., Excel, Word, and PowerPoint) and will have the ability to effectively prioritize and execute tasks. Qualified candidates will be currently or recently enrolled in an undergraduate degree program with an interest and aptitude to work in Capital Markets or Marketing research fields and will have a minimum GPA of 3.0. He/she will have knowledge of Bloomberg as a plus. The successful candidate will have a thirst for learning and an ability to research and problem solve outside of his/her comfort zone.
This position offers an excellent work environment and is based in Reston, VA.
To apply, please submit your resume and cover letter to the following job link:
https://workforcenow.adp.com/jobs/apply/posting.html?client=fhlbof&jobId=119447&lang=en_US&source=CC3
FHLB-Office of Finance is not currently sponsoring work visas or transfers, including OPT or H1-B. Green Card holders or U.S. Citizens eligible for application.
FHLB-Office of Finance is an equal opportunity employer.
Additional inquiries and questions can be emailed to Beth Cessna at bcessna@fhlb-of.com .
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Equal Employment Opportunity
The OF is an equal employment opportunity employer. It is the OF’s policy to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, status as a parent, or genetic information, or any other characteristic protected by applicable law.
The Federal Home Loan Bank System
The public policy mission of the Federal Home Loan Bank System (the “System”), which was created by Congress in 1932 and consists of the 11 regional Federal Home Loan Banks (the “FHLBanks”) and the OF, is to support residential mortgage lending and related community investment through its member financial institutions. The System fulfills its role in housing finance by providing members with access to reliable, economical funding and technical assistance, and special affordable housing programs. The FHLBanks have been a fundamental part of the nation’s financial system for over eight decades.
The Office of Finance
Located in Reston, VA, a suburb of Washington, D.C., the OF is operated on behalf of the FHLBanks. Its primary function is to issue and service all debt securities for the regional FHLBanks, while obtaining the most cost-effective terms possible given current market conditions. Related activities include the compilation and publication of the combined financial statements, analysis and joint development of new funding opportunities, and educational outreach to inform investors and other interested parties about FHLBank debt products. The OF also provides the FHLBanks with credit and general capital market information/data and manages the relationship with the credit rating agencies. In addition, the OF administers two tax-exempt government corporations, the Financing Corporation and the Resolution Funding Corporation.
As an agent of the FHLBanks, the OF is a unique organization. While it is the size of a small business, it has access to the resources, and shoulders the responsibilities, of a large corporation. The OF does not have the drivers of a traditional business, such as a P&L or equity value. Rather, its staff and leaders derive their satisfaction from tackling the diverse challenges of serving the FHLBanks, individually and as a System, as well as managing dealer and investor relationships — all while remaining keenly focused on its day-to-day core mission.
The FHLBanks and the OF are government-sponsored enterprises regulated by the Federal Housing Finance Agency.
Jan 29, 2018
Intern
The Federal Home Loan Banks – Office of Finance
Capital Markets Intern
Position term – June 4th to August 4th, 2018
The FHLB – Office of Finance, is seeking a strong Capital Markets Intern. The Capital Markets Intern will directly assist the CCMO Group (Coordination, Control, and Management of Organizations) with a wide range of projects related to issuance, marketing investor data research, and data mining with the Research Group. This internship is designed to be both educational and practical. In this position, the intern will learn how to take skills she or he may have acquired in school and apply them in a professional setting. He or she will gain a better understanding of the role that the FHLB Capital Markets plays in the Global bond market while working in professional environment and be better prepared to work in the arena of Finance/Research and Marketing.
Main Responsibilities include:
Gain knowledge of the steps required in the issuance of FHLB bonds, auctions, and Global transactions.
Collaborate as a team and with other departments and managers with different work expectations.
Participate in a large marketing project which will evaluate investor data collected on bonds issued.
Participate in office wide diversity events with other interns and be the lead for the CCMO group.
To be effective, a Capital Markets Intern needs to have strong interpersonal skills, high attention to detail, be very organized, and self-motivated. The ideal candidate will have experience with office software (i.e., Excel, Word, and PowerPoint) and will have the ability to effectively prioritize and execute tasks. Qualified candidates will be currently or recently enrolled in an undergraduate degree program with an interest and aptitude to work in Capital Markets or Marketing research fields and will have a minimum GPA of 3.0. He/she will have knowledge of Bloomberg as a plus. The successful candidate will have a thirst for learning and an ability to research and problem solve outside of his/her comfort zone.
This position offers an excellent work environment and is based in Reston, VA.
To apply, please submit your resume and cover letter to the following job link:
https://workforcenow.adp.com/jobs/apply/posting.html?client=fhlbof&jobId=119447&lang=en_US&source=CC3
FHLB-Office of Finance is not currently sponsoring work visas or transfers, including OPT or H1-B. Green Card holders or U.S. Citizens eligible for application.
FHLB-Office of Finance is an equal opportunity employer.
Additional inquiries and questions can be emailed to Beth Cessna at bcessna@fhlb-of.com .
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Equal Employment Opportunity
The OF is an equal employment opportunity employer. It is the OF’s policy to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, status as a parent, or genetic information, or any other characteristic protected by applicable law.
The Federal Home Loan Bank System
The public policy mission of the Federal Home Loan Bank System (the “System”), which was created by Congress in 1932 and consists of the 11 regional Federal Home Loan Banks (the “FHLBanks”) and the OF, is to support residential mortgage lending and related community investment through its member financial institutions. The System fulfills its role in housing finance by providing members with access to reliable, economical funding and technical assistance, and special affordable housing programs. The FHLBanks have been a fundamental part of the nation’s financial system for over eight decades.
The Office of Finance
Located in Reston, VA, a suburb of Washington, D.C., the OF is operated on behalf of the FHLBanks. Its primary function is to issue and service all debt securities for the regional FHLBanks, while obtaining the most cost-effective terms possible given current market conditions. Related activities include the compilation and publication of the combined financial statements, analysis and joint development of new funding opportunities, and educational outreach to inform investors and other interested parties about FHLBank debt products. The OF also provides the FHLBanks with credit and general capital market information/data and manages the relationship with the credit rating agencies. In addition, the OF administers two tax-exempt government corporations, the Financing Corporation and the Resolution Funding Corporation.
As an agent of the FHLBanks, the OF is a unique organization. While it is the size of a small business, it has access to the resources, and shoulders the responsibilities, of a large corporation. The OF does not have the drivers of a traditional business, such as a P&L or equity value. Rather, its staff and leaders derive their satisfaction from tackling the diverse challenges of serving the FHLBanks, individually and as a System, as well as managing dealer and investor relationships — all while remaining keenly focused on its day-to-day core mission.
The FHLBanks and the OF are government-sponsored enterprises regulated by the Federal Housing Finance Agency.
SEI Archway is seeking an Investment Accounting Analyst to join the Client Relations team. The Client Relations team is responsible for ensuring client retention through ongoing technology and accounting consulting services alongside ongoing outsourced investment reconciliation services. The ideal candidate must have a background in finance, accounting or comparable field of study as well as an interest in technology and desire to work in a fast-paced environment.
Primary Job Responsibilities:
Gain a detailed understanding of the client’s accounting and investment operations Serve as a technology and accounting consultant to ensure all client needs are met Complete daily and monthly reconciliation of client account reconciliation services across custodians and alternative investment accounts, including tax basis reconciliation Serve as relationship manager to ensure the client is comfortable and satisfied Process daily activity files received from data providers and analyzing exceptions Trouble-shoot complex exceptions and working closely with Product Support team to identify resolutions with clients Become a system expert in order to speak fully to the capabilities of the service Manually classify transactional data inputs for automated processing Identify process and technology improvement opportunities Addressing client questions and responding to client communication in a timely manner Assess data input against requirements and taking appropriate action
Skills Required: Bachelor’s degree in Finance, Accounting or a related field For recent graduates: minimum GPA of 3.0 on 4.0 scale required Minimum 1 year of experience with Microsoft Office required Minimum 1 year of experience in customer service required Two years of experience in in accounting, finance or back-office operations functions (ideally Securities Services or Securities Reconciliation) is strongly preferred Familiar with investment terminology, financial instruments, market practices and reporting of financial data Ability to communicate professionally and effectively with clients, vendors, team members and management Ability to comprehend and document business processes and workflows Strong understanding of Microsoft Office applications Ability to work both collaboratively and independently Strong problem-solving skills Rigorous attention to detail Ability to adapt and prioritize changing project priorities, tasks and timelines Ability to take ownership of a task and see it through from inception to completion Highly self-motivated and able to work under pressure
SEI is an equal opportunity/affirmative action employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply.
Jan 29, 2018
Full time
SEI Archway is seeking an Investment Accounting Analyst to join the Client Relations team. The Client Relations team is responsible for ensuring client retention through ongoing technology and accounting consulting services alongside ongoing outsourced investment reconciliation services. The ideal candidate must have a background in finance, accounting or comparable field of study as well as an interest in technology and desire to work in a fast-paced environment.
Primary Job Responsibilities:
Gain a detailed understanding of the client’s accounting and investment operations Serve as a technology and accounting consultant to ensure all client needs are met Complete daily and monthly reconciliation of client account reconciliation services across custodians and alternative investment accounts, including tax basis reconciliation Serve as relationship manager to ensure the client is comfortable and satisfied Process daily activity files received from data providers and analyzing exceptions Trouble-shoot complex exceptions and working closely with Product Support team to identify resolutions with clients Become a system expert in order to speak fully to the capabilities of the service Manually classify transactional data inputs for automated processing Identify process and technology improvement opportunities Addressing client questions and responding to client communication in a timely manner Assess data input against requirements and taking appropriate action
Skills Required: Bachelor’s degree in Finance, Accounting or a related field For recent graduates: minimum GPA of 3.0 on 4.0 scale required Minimum 1 year of experience with Microsoft Office required Minimum 1 year of experience in customer service required Two years of experience in in accounting, finance or back-office operations functions (ideally Securities Services or Securities Reconciliation) is strongly preferred Familiar with investment terminology, financial instruments, market practices and reporting of financial data Ability to communicate professionally and effectively with clients, vendors, team members and management Ability to comprehend and document business processes and workflows Strong understanding of Microsoft Office applications Ability to work both collaboratively and independently Strong problem-solving skills Rigorous attention to detail Ability to adapt and prioritize changing project priorities, tasks and timelines Ability to take ownership of a task and see it through from inception to completion Highly self-motivated and able to work under pressure
SEI is an equal opportunity/affirmative action employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply.
SEI Archway is seeking an Investment Accounting Consultant to join the Implementation Consulting team. The Implementation Consulting team is responsible for planning and executing onboarding projects for SEI Archway’s wealth management technology solutions. The ideal candidate must have a background in finance, accounting or comparable field of study as well as an interest in technology and desire to work in a fast-paced environment. Job Responsibilities:
Gain a detailed understanding of the client’s accounting and investment operations
Consult with clients to setup the proprietary ATWeb software to their needs over the course of a multi-month implementation project
Comprehend client inquiries related to specific attributes of product functionality and general accounting principles and then effectively identify and communicate solutions within ATWeb in a timely manner
Maintain communication channels with clients while converting their data into ATWeb which includes client site visits and communications through conference calls and e-mails
Provide training and support to clients as they begin to actively use ATWeb for their accounting and reporting operations
Work closely with other groups within the Archway family such as Client Relations, Design and Development to communicate client needs and requirements
Perform periodic system testing and analysis which includes inputting and monitoring tickets for bug fixes and system enhancements
Skills Required:
Bachelor’s degree in Finance, Accounting and/or general business strongly preferred
For recent graduates: minimum GPA of 3.0 on 4.0 scale required
Minimum 1 year of experience with Microsoft Office required
Minimum 1 year of experience in customer service required
Ability to communicate professionally and effectively with clients, vendors, team members and management
Ability to comprehend and document business processes and workflows
Strong understanding of Microsoft Office applications
Fundamental understanding of accounting principles and investment terminology
Ability to work both collaboratively and independently
Emphasis on organizational skills and the ability to multi-task
Rigorous attention to detail
Highly self-motivated and able to work under pressure
SEI is an equal opportunity/affirmative action employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply.
Jan 29, 2018
Full time
SEI Archway is seeking an Investment Accounting Consultant to join the Implementation Consulting team. The Implementation Consulting team is responsible for planning and executing onboarding projects for SEI Archway’s wealth management technology solutions. The ideal candidate must have a background in finance, accounting or comparable field of study as well as an interest in technology and desire to work in a fast-paced environment. Job Responsibilities:
Gain a detailed understanding of the client’s accounting and investment operations
Consult with clients to setup the proprietary ATWeb software to their needs over the course of a multi-month implementation project
Comprehend client inquiries related to specific attributes of product functionality and general accounting principles and then effectively identify and communicate solutions within ATWeb in a timely manner
Maintain communication channels with clients while converting their data into ATWeb which includes client site visits and communications through conference calls and e-mails
Provide training and support to clients as they begin to actively use ATWeb for their accounting and reporting operations
Work closely with other groups within the Archway family such as Client Relations, Design and Development to communicate client needs and requirements
Perform periodic system testing and analysis which includes inputting and monitoring tickets for bug fixes and system enhancements
Skills Required:
Bachelor’s degree in Finance, Accounting and/or general business strongly preferred
For recent graduates: minimum GPA of 3.0 on 4.0 scale required
Minimum 1 year of experience with Microsoft Office required
Minimum 1 year of experience in customer service required
Ability to communicate professionally and effectively with clients, vendors, team members and management
Ability to comprehend and document business processes and workflows
Strong understanding of Microsoft Office applications
Fundamental understanding of accounting principles and investment terminology
Ability to work both collaboratively and independently
Emphasis on organizational skills and the ability to multi-task
Rigorous attention to detail
Highly self-motivated and able to work under pressure
SEI is an equal opportunity/affirmative action employer that values diversity at all levels. All individuals, regardless of personal characteristics, are encouraged to apply.
Position is Monday through Friday 8:30 am to 5:30 pm.
Preferred Qualifications: Bilingual: English/Spanish
SUMMARY: Under the supervision and guidance of the Mortgage Servicing Call Center Supervisor, the Mortgage Servicing Call Center Representative answers a large volume of customer service calls and assist customers with various other requests and/or needs. The incumbent serves as a primary telephone representative and shall remain pleasant and professional at all times, while providing all necessary support services. The Mortgage Servicing Call Center Representative will remain knowledgeable and informed of mortgage products and services in order to meet the individual needs of the customer.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Answer internal and external calls and work calls from the message center and respond to customer requests within established timelines in order to maintain service level expectations with regards to: abandonment rate and the calls average-speed-to-answer rate.
Verify caller identity through the authentication procedures set forth by federal and/or state regulations. Provide information and knowledgeable assistance regarding mortgage loans by retrieving customer loan information quickly and efficiently.
Follow escalation procedures to address customer concerns to identify and report possible threats made towards the company and/or other associates.
Accurately track and document all communications with customers to provide a detailed history of contact. Documentation should include all pertinent information from conversation (s) as set forth by the department policies and procedures.
Research items and follow-up with customers in a timely manner.Work with bank associates, prior mortgage companies or other mortgage associates to obtain the necessary information.When applicable, provide written responses to customer inquiries for general documents, research requests, copies of file documents, etc.
Build customer relationships by actively listening and resolving complaints quickly, efficiently and accurately. Explain policies and procedures courteously and patiently.
Remain cognizant of opportunities to further strengthen the customer relationship by identifying a potential need and referring the customer to the appropriate division within the company.
Participate in outbound call campaigns to include: welcome calls, product service awareness, and various other company contact efforts.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
TEAM ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform duties as assigned satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDUCATION AND / OR EXPERIENCE:
High school diploma or general education degree (GED) required.
Six months of customer service experience required.
Mortgage servicing experience preferred.
OTHER SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Member FDIC EEO/AA Employer/Veteran/Disabled
Jan 29, 2018
Full time
Position is Monday through Friday 8:30 am to 5:30 pm.
Preferred Qualifications: Bilingual: English/Spanish
SUMMARY: Under the supervision and guidance of the Mortgage Servicing Call Center Supervisor, the Mortgage Servicing Call Center Representative answers a large volume of customer service calls and assist customers with various other requests and/or needs. The incumbent serves as a primary telephone representative and shall remain pleasant and professional at all times, while providing all necessary support services. The Mortgage Servicing Call Center Representative will remain knowledgeable and informed of mortgage products and services in order to meet the individual needs of the customer.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Answer internal and external calls and work calls from the message center and respond to customer requests within established timelines in order to maintain service level expectations with regards to: abandonment rate and the calls average-speed-to-answer rate.
Verify caller identity through the authentication procedures set forth by federal and/or state regulations. Provide information and knowledgeable assistance regarding mortgage loans by retrieving customer loan information quickly and efficiently.
Follow escalation procedures to address customer concerns to identify and report possible threats made towards the company and/or other associates.
Accurately track and document all communications with customers to provide a detailed history of contact. Documentation should include all pertinent information from conversation (s) as set forth by the department policies and procedures.
Research items and follow-up with customers in a timely manner.Work with bank associates, prior mortgage companies or other mortgage associates to obtain the necessary information.When applicable, provide written responses to customer inquiries for general documents, research requests, copies of file documents, etc.
Build customer relationships by actively listening and resolving complaints quickly, efficiently and accurately. Explain policies and procedures courteously and patiently.
Remain cognizant of opportunities to further strengthen the customer relationship by identifying a potential need and referring the customer to the appropriate division within the company.
Participate in outbound call campaigns to include: welcome calls, product service awareness, and various other company contact efforts.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
TEAM ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform duties as assigned satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDUCATION AND / OR EXPERIENCE:
High school diploma or general education degree (GED) required.
Six months of customer service experience required.
Mortgage servicing experience preferred.
OTHER SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Member FDIC EEO/AA Employer/Veteran/Disabled
New York Life is seeking Bilingual Spanish and/or Portuguese professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Latino community, we are looking for people fluent in English, Spanish, or Portuguese with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Job Requirements: You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:
Four-year college degree, or higher, preferred but not necessary.
Portuguese and/or Spanish speaking preferred, but not necessary.
Entrepreneurial Spirit.
Life and Health Insurance License preferred, but not requiredPrevious Sales Experience preferred
Financial Industry background not required
Outgoing personality with the ability to develop relationships
Fearless, positive attitude, and willingness to be accountable for results.
Organized, detail-oriented, and excellent time-management skills
Desire for continuous learning.
Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision.
Here is what distinguishes this opportunity with New York Life:
Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.
Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.
Benefits Include
We offer a comprehensive benefits package that includes:
Health/Dental/Life/Disability from day one401(k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Local discounts (based on location) for gym memberships
At New York Life we strive to be the best every day, the same as you.
English, Spanish and/or Portuguese
Job Type: Full-time
Required language:
English, Spanish and/or Portuguese
Job Type: Full-time
Jan 09, 2018
Full time
New York Life is seeking Bilingual Spanish and/or Portuguese professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Latino community, we are looking for people fluent in English, Spanish, or Portuguese with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Job Requirements: You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:
Four-year college degree, or higher, preferred but not necessary.
Portuguese and/or Spanish speaking preferred, but not necessary.
Entrepreneurial Spirit.
Life and Health Insurance License preferred, but not requiredPrevious Sales Experience preferred
Financial Industry background not required
Outgoing personality with the ability to develop relationships
Fearless, positive attitude, and willingness to be accountable for results.
Organized, detail-oriented, and excellent time-management skills
Desire for continuous learning.
Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision.
Here is what distinguishes this opportunity with New York Life:
Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.
Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.
Benefits Include
We offer a comprehensive benefits package that includes:
Health/Dental/Life/Disability from day one401(k) plan after one year of service and Pension Plan
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Local discounts (based on location) for gym memberships
At New York Life we strive to be the best every day, the same as you.
English, Spanish and/or Portuguese
Job Type: Full-time
Required language:
English, Spanish and/or Portuguese
Job Type: Full-time
PeopleTec, Inc. is currently seeking a Financial Analyst support our Huntsville, AL location.
Incumbent will Analyze past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Runs and documents financial analysis projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as labor and travel budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. May act as consultant to management on financial policies, procedures, and applications.
Required Skills/Experience :
Minimum 6+ years of direct related experience with financial and budget analysis.
Above average experience with Microsoft Excel REQUIRED
Attention to Detail and accuracy and MUST
Ability to work in a fast-paced environment Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must also be proficient in Microsoft Office Outlook, Word, and PowerPoint.
Travel: <5%
Must be a U.S. Citizen
Must be able to obtain and maintain a DoD Secret clerance.
Education Requirements :
A completed Bachelor's Degree in a related field or 6 years of related experience.
Desired Skills :
Provide executive level administrative assistance to the Business Unit, including travel management, customer meetings and scheduling.
May assist communities in developing budget and efficient use of funds.
May provide functional and technical advice to other staff members.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
Jan 08, 2018
Full time
PeopleTec, Inc. is currently seeking a Financial Analyst support our Huntsville, AL location.
Incumbent will Analyze past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Runs and documents financial analysis projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as labor and travel budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. May act as consultant to management on financial policies, procedures, and applications.
Required Skills/Experience :
Minimum 6+ years of direct related experience with financial and budget analysis.
Above average experience with Microsoft Excel REQUIRED
Attention to Detail and accuracy and MUST
Ability to work in a fast-paced environment Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must also be proficient in Microsoft Office Outlook, Word, and PowerPoint.
Travel: <5%
Must be a U.S. Citizen
Must be able to obtain and maintain a DoD Secret clerance.
Education Requirements :
A completed Bachelor's Degree in a related field or 6 years of related experience.
Desired Skills :
Provide executive level administrative assistance to the Business Unit, including travel management, customer meetings and scheduling.
May assist communities in developing budget and efficient use of funds.
May provide functional and technical advice to other staff members.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
Human Rights Campaign
Washington, DC, United States
We strongly encourage people of color, transgender and non-binary people to apply. HRC is an equal opportunity employer and welcomes everyone, including non-LGBTQ people, to join our team.
Position Summary:
The Senior Campaign Finance Manager will be a key team member of the organization's fundraising team working to raise support for HRC endorsed candidates and other high-dollar fundraising efforts, through the election season. This position will work with stakeholders in various departments within the organization, and with key members/volunteers across the country to raise campaign funds to support high priority races. The Senior Campaign Finance Manager must manage internal information in a highly professional manner, help frame issues and candidates for various audiences, and work with other staff on priorities. This position is a temporary, full-time position ending approximately November 30, 2018. Possible extension depending on funding.
Position Responsibilities:
Develop relationships with key members, HRC board members, including the Political Committee, donors and volunteer community to foster contributions for key campaigns and HRC endorsed candidates.
Develop prospect lists and solicitation strategies to raise significant funds for HRC’s endorsed candidate fundraising efforts, and campaign-related fundraising needs.
Work closely with the Development department & Policy and Political Affairs department to ensure that campaign solicitations are coordinated in an appropriate manner.
Work with members to assist in the planning of events, including concept, solicitations, on-site logistics, follow-up and acknowledgements.
Provide assistance with direct asks for campaign funds from key members/volunteers.
Work with key campaign staff to assist with fundraising from the HRC membership.
Prepare regular reports of income for HRC staff and board leadership.
Work with online team to schedule and execute fundraising emails and other digital promotion for HRC candidates and events.
Create a program to recognize donors to key campaigns, or those who have raised donations from other members to facilitate a longer-term program of candidate giving.
Analyze HRC membership for potential donors.
Travel as needed to HRC-sponsored events.
Work closely with the office of the general counsel to ensure compliance with all federal election laws.
Seek new opportunities and responsibilities as they arise.
Assist the major donor team with cultivation and stewardship of key donors interested in supporting HRC’s core work.
Develop fundraising plan around HRC’s voter mobilization campaign.
Other duties as assigned.
Position Qualifications:
Bachelor's Degree in a related field or equivalent in work experience plus 3-5 years of related professional work experience.
Proven track record of campaign fundraising successes a plus.
General knowledge of federal election law.
Superior interpersonal skills including the ability to work well with different personalities and balance sometimes competing internal and external constituencies.
This position involves travel 20% of the time.
Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.
All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.
No phone calls, please. Due to the volume of applications we receive, we are unable to respond to queries about application status.
Jan 04, 2018
Full time
We strongly encourage people of color, transgender and non-binary people to apply. HRC is an equal opportunity employer and welcomes everyone, including non-LGBTQ people, to join our team.
Position Summary:
The Senior Campaign Finance Manager will be a key team member of the organization's fundraising team working to raise support for HRC endorsed candidates and other high-dollar fundraising efforts, through the election season. This position will work with stakeholders in various departments within the organization, and with key members/volunteers across the country to raise campaign funds to support high priority races. The Senior Campaign Finance Manager must manage internal information in a highly professional manner, help frame issues and candidates for various audiences, and work with other staff on priorities. This position is a temporary, full-time position ending approximately November 30, 2018. Possible extension depending on funding.
Position Responsibilities:
Develop relationships with key members, HRC board members, including the Political Committee, donors and volunteer community to foster contributions for key campaigns and HRC endorsed candidates.
Develop prospect lists and solicitation strategies to raise significant funds for HRC’s endorsed candidate fundraising efforts, and campaign-related fundraising needs.
Work closely with the Development department & Policy and Political Affairs department to ensure that campaign solicitations are coordinated in an appropriate manner.
Work with members to assist in the planning of events, including concept, solicitations, on-site logistics, follow-up and acknowledgements.
Provide assistance with direct asks for campaign funds from key members/volunteers.
Work with key campaign staff to assist with fundraising from the HRC membership.
Prepare regular reports of income for HRC staff and board leadership.
Work with online team to schedule and execute fundraising emails and other digital promotion for HRC candidates and events.
Create a program to recognize donors to key campaigns, or those who have raised donations from other members to facilitate a longer-term program of candidate giving.
Analyze HRC membership for potential donors.
Travel as needed to HRC-sponsored events.
Work closely with the office of the general counsel to ensure compliance with all federal election laws.
Seek new opportunities and responsibilities as they arise.
Assist the major donor team with cultivation and stewardship of key donors interested in supporting HRC’s core work.
Develop fundraising plan around HRC’s voter mobilization campaign.
Other duties as assigned.
Position Qualifications:
Bachelor's Degree in a related field or equivalent in work experience plus 3-5 years of related professional work experience.
Proven track record of campaign fundraising successes a plus.
General knowledge of federal election law.
Superior interpersonal skills including the ability to work well with different personalities and balance sometimes competing internal and external constituencies.
This position involves travel 20% of the time.
Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.
All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.
No phone calls, please. Due to the volume of applications we receive, we are unable to respond to queries about application status.
Oregon Health Authority
Portland, OR, United States
JOB CODE: OHA17-0563
CLOSING DATE/TIME: 01/01/2018 11:59 PM
SALARY: $4,144.00 - $6,050.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority, Public Health Division, Center for Prevention and Health Promotion/Maternal and Child Health Section is seeking a fiscal analyst who has experience in budgetary processes and extensive knowledge of Excel, Lotus, WordPerfect and Word software programs. The Fiscal Analyst (Maternal & Child Health) develops, manages, administers and analyzes program budgets, grants and contracts. This position is responsible for budget and fiscal oversight for the Maternal and Child Health section of the Public Health Division in Portland, OR. What will you do? You will develop, manage, and analyze program budgets. You manage multiple grants and contracts, coordinate the awarding and monitoring of grants and contracts, and coordinate the local public health granting process to 36 counties ensuring the timely receipt of funds. You will plan and develop grants and contracts, administer grants and contracts, and prepare grant applications. You will provide budget and fiscal oversight. In addition, you will provide technical assistance and consultation to statewide county health departments, program staff, grantees and contractors, and partners regarding fiscal, grant, contract, and budget issues. You will assist the section manager with fiscal operations and budget issues. Additionally, you will interpret governing rules and policies so that contract practices meet legal requirements and program objectives. Your ability to make strategic decisions and identify problem areas is critical to the program's success. What's in it for you? Do you have extensive experience in grant and contract administration? Have you overseen large budgets and monitored fiscal activities? Are you technically savvy and numbers driven? Then we want to connect with you! We offer full medical, vision and dental benefits with paid sick leave, vacation, and personal leave, and ten paid holidays per year. Apply today!
MINIMUM QUALIFICATIONS
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system;
OR
Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS
Experience prioritizing, organizing, and completing multiple tasks within established time frames.
Experience participating in hiring, training, and planning work for clerical support staff.
Experience with budget development and oversight.
Experience contract/grant development and administration.
Experience with solicitation procedures.
Experience with the fiscal and administrative aspects of managing grants received from funding agencies.
Experience interpreting federal and state policies.
Excellent communication skills with demonstrated experience explaining complicated language in simple terms.
Experience gathering data, compiling statistical data and preparing reports.
Technical writing skills required for contract and solicitation document development.
Extensive knowledge of PC software such as Excel, Lotus, WordPerfect, and Word is required.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/1898688/maternal-child-health-home-visiting-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Dec 08, 2017
Full time
JOB CODE: OHA17-0563
CLOSING DATE/TIME: 01/01/2018 11:59 PM
SALARY: $4,144.00 - $6,050.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority, Public Health Division, Center for Prevention and Health Promotion/Maternal and Child Health Section is seeking a fiscal analyst who has experience in budgetary processes and extensive knowledge of Excel, Lotus, WordPerfect and Word software programs. The Fiscal Analyst (Maternal & Child Health) develops, manages, administers and analyzes program budgets, grants and contracts. This position is responsible for budget and fiscal oversight for the Maternal and Child Health section of the Public Health Division in Portland, OR. What will you do? You will develop, manage, and analyze program budgets. You manage multiple grants and contracts, coordinate the awarding and monitoring of grants and contracts, and coordinate the local public health granting process to 36 counties ensuring the timely receipt of funds. You will plan and develop grants and contracts, administer grants and contracts, and prepare grant applications. You will provide budget and fiscal oversight. In addition, you will provide technical assistance and consultation to statewide county health departments, program staff, grantees and contractors, and partners regarding fiscal, grant, contract, and budget issues. You will assist the section manager with fiscal operations and budget issues. Additionally, you will interpret governing rules and policies so that contract practices meet legal requirements and program objectives. Your ability to make strategic decisions and identify problem areas is critical to the program's success. What's in it for you? Do you have extensive experience in grant and contract administration? Have you overseen large budgets and monitored fiscal activities? Are you technically savvy and numbers driven? Then we want to connect with you! We offer full medical, vision and dental benefits with paid sick leave, vacation, and personal leave, and ten paid holidays per year. Apply today!
MINIMUM QUALIFICATIONS
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system;
OR
Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS
Experience prioritizing, organizing, and completing multiple tasks within established time frames.
Experience participating in hiring, training, and planning work for clerical support staff.
Experience with budget development and oversight.
Experience contract/grant development and administration.
Experience with solicitation procedures.
Experience with the fiscal and administrative aspects of managing grants received from funding agencies.
Experience interpreting federal and state policies.
Excellent communication skills with demonstrated experience explaining complicated language in simple terms.
Experience gathering data, compiling statistical data and preparing reports.
Technical writing skills required for contract and solicitation document development.
Extensive knowledge of PC software such as Excel, Lotus, WordPerfect, and Word is required.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/1898688/maternal-child-health-home-visiting-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
PeopleTec is currently seeking a Financial Audit, Controls and Process Specialist support our Indianapolis, IN location.
Primary duties include:
Assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, audit readiness, risk assessment and controls analysis. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams.
The ideal candidate will have a demonstrated background in one or more of the following: Financial Audit Preparation and Execution, Sarbanes-Oxley Compliance, OMB A-123 Internal Control Compliance, Information Technology System Audits and Risk Assessment.
The candidate will support and participate in program reviews, briefings, workshops and working groups. Strong verbal and written communication skills are required.
Required Skills/Experience :
At least 2 years of demonstrated experience with financial and management process improvement, audit readiness, risk assessment and controls analysis.
Experience with financial management, accounting financial statement auditing processes and Enterprise Resource Management systems.
Experience with MS Visio.
Excellent organizational and analytical skills.
Excellent oral and written communication skills
Travel : 15%
Must be a U.S. Citizen
An active NACI is preferred, however Candidate must be able to pass a Federal Background Investigation and hold a Security clearance. Current background investigation or clearance is NOT required for hire; inability to gain one will be cause for dismissal.
Education Requirements :
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Previous employment with DoD financial management processes and systems is highly desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/678644-145621
Nov 27, 2017
Full time
PeopleTec is currently seeking a Financial Audit, Controls and Process Specialist support our Indianapolis, IN location.
Primary duties include:
Assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, audit readiness, risk assessment and controls analysis. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams.
The ideal candidate will have a demonstrated background in one or more of the following: Financial Audit Preparation and Execution, Sarbanes-Oxley Compliance, OMB A-123 Internal Control Compliance, Information Technology System Audits and Risk Assessment.
The candidate will support and participate in program reviews, briefings, workshops and working groups. Strong verbal and written communication skills are required.
Required Skills/Experience :
At least 2 years of demonstrated experience with financial and management process improvement, audit readiness, risk assessment and controls analysis.
Experience with financial management, accounting financial statement auditing processes and Enterprise Resource Management systems.
Experience with MS Visio.
Excellent organizational and analytical skills.
Excellent oral and written communication skills
Travel : 15%
Must be a U.S. Citizen
An active NACI is preferred, however Candidate must be able to pass a Federal Background Investigation and hold a Security clearance. Current background investigation or clearance is NOT required for hire; inability to gain one will be cause for dismissal.
Education Requirements :
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Previous employment with DoD financial management processes and systems is highly desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/678644-145621
Oregon Health Authority
Portland, OR, United States
JOB CODE: OHA17-0563
CLOSING DATE/TIME: 12/06/17 11:59 PM
SALARY: $4,144.00 - $6,050.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority, Public Health Division, Center for Prevention and Health Promotion/Maternal and Child Health Section is seeking a fiscal analyst who has experience in budgetary processes and extensive knowledge of Excel, Lotus, WordPerfect and Word software programs. The Maternal & Child Health Home Visiting Fiscal Analyst develops, manages, administers and analyzes program budgets, grants and contracts. This position is responsible for budget and fiscal oversight for the Maternal and Child Health section of the Public Health Division in Portland, OR. What will you do? You will develop, manage, and analyze program budgets. You manage multiple grants and contracts, coordinate the awarding and monitoring of grants and contracts, and coordinate the local public health granting process to 36 counties ensuring the timely receipt of funds. You will plan and develop grants and contracts, administer grants and contracts, and prepare grant applications. You will provide budget and fiscal oversight. In addition, you will provide technical assistance and consultation to statewide county health departments, program staff, grantees and contractors, and partners regarding fiscal, grant, contract, and budget issues. You will assist the section manager with fiscal operations and budget issues. Additionally, you will interpret governing rules and policies so that contract practices meet legal requirements and program objectives. Your ability to make strategic decisions and identify problem areas is critical to the program's success. What's in it for you? Do you have extensive experience in grant and contract administration? Have you overseen large budgets and monitored fiscal activities? Are you technically savvy and numbers driven? Then we want to connect with you! We offer full medical, vision and dental benefits with paid sick leave, vacation, and personal leave, and ten paid holidays per year. Apply today!
MINIMUM QUALIFICATIONS
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system;
OR
Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS
Experience prioritizing, organizing, and completing multiple tasks within established time frames.
Experience participating in hiring, training, and planning work for clerical support staff.
Experience with budget development and oversight.
Experience contract/grant development and administration.
Experience with solicitation procedures.
Experience with the fiscal and administrative aspects of managing grants received from funding agencies.
Experience interpreting federal and state policies.
Excellent communication skills with demonstrated experience explaining complicated language in simple terms.
Experience gathering data, compiling statistical data and preparing reports.
Technical writing skills required for contract and solicitation document development.
Extensive knowledge of PC software such as Excel, Lotus, WordPerfect, and Word is required.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/1898688/maternal-child-health-home-visiting-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Nov 22, 2017
Full time
JOB CODE: OHA17-0563
CLOSING DATE/TIME: 12/06/17 11:59 PM
SALARY: $4,144.00 - $6,050.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority, Public Health Division, Center for Prevention and Health Promotion/Maternal and Child Health Section is seeking a fiscal analyst who has experience in budgetary processes and extensive knowledge of Excel, Lotus, WordPerfect and Word software programs. The Maternal & Child Health Home Visiting Fiscal Analyst develops, manages, administers and analyzes program budgets, grants and contracts. This position is responsible for budget and fiscal oversight for the Maternal and Child Health section of the Public Health Division in Portland, OR. What will you do? You will develop, manage, and analyze program budgets. You manage multiple grants and contracts, coordinate the awarding and monitoring of grants and contracts, and coordinate the local public health granting process to 36 counties ensuring the timely receipt of funds. You will plan and develop grants and contracts, administer grants and contracts, and prepare grant applications. You will provide budget and fiscal oversight. In addition, you will provide technical assistance and consultation to statewide county health departments, program staff, grantees and contractors, and partners regarding fiscal, grant, contract, and budget issues. You will assist the section manager with fiscal operations and budget issues. Additionally, you will interpret governing rules and policies so that contract practices meet legal requirements and program objectives. Your ability to make strategic decisions and identify problem areas is critical to the program's success. What's in it for you? Do you have extensive experience in grant and contract administration? Have you overseen large budgets and monitored fiscal activities? Are you technically savvy and numbers driven? Then we want to connect with you! We offer full medical, vision and dental benefits with paid sick leave, vacation, and personal leave, and ten paid holidays per year. Apply today!
MINIMUM QUALIFICATIONS
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system;
OR
Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS
Experience prioritizing, organizing, and completing multiple tasks within established time frames.
Experience participating in hiring, training, and planning work for clerical support staff.
Experience with budget development and oversight.
Experience contract/grant development and administration.
Experience with solicitation procedures.
Experience with the fiscal and administrative aspects of managing grants received from funding agencies.
Experience interpreting federal and state policies.
Excellent communication skills with demonstrated experience explaining complicated language in simple terms.
Experience gathering data, compiling statistical data and preparing reports.
Technical writing skills required for contract and solicitation document development.
Extensive knowledge of PC software such as Excel, Lotus, WordPerfect, and Word is required.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/1898688/maternal-child-health-home-visiting-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Human Rights Campaign
Washington, DC, United States
We strongly encourage people of color, transgender and non-binary people to apply. HRC is an equal opportunity employer and welcomes everyone, including non-LGBTQ people, to join our team.
Position Summary:
The Consumer Marketing program is a top source of new members and supporters for the Human Rights Campaign. The program’s two brick & mortar stores and Online Shop give the organization an international presence. With orders originating from all 50 states and 80+ countries, this allows supporters to act as "walking billboards" and participate in a grassroots guerilla marketing approach to increase visibility for HRC and LGBTQ equality. Through branded merchandise, Consumer Marketing puts a diverse human face on HRC and gives our supporters an entry point for sharing their stories with friends and families at home, at work and in their communities.
The Consumer Marketing Assistant reports directly to the Deputy Director of Consumer Marketing and is responsible for providing daily operational and administrative support to the Consumer Marketing team. The Consumer Marketing team advances HRC’s mission through the development and marketing of branded merchandise for HRC’s retail channels, membership campaigns, and electoral engagement.
Position Responsibilities:
Assist the Consumer Marketing team with all administrative duties including scheduling meetings, travel and appointments, shipping and receiving, managing department meetings, reporting expenses and processing check requests.
Complete accounting and data entry pertaining to HRC's merchandise sales.
Manage HQ inventory of retail items.
Create and manage HQ purchase orders.
Record and invoice all Consumer Marketing purchase orders.
Engage with internal and external clients and vendors.
Produce written material for the web or other forms of external and internal communication needs, such as blog posts, social media captions, letters, and various other Consumer Marketing priorities.
Assist in developing and sustaining brand identity through social media outlets and other new media opportunities.
Monitor the internet to find possible trademark violations.
Manage lists of social media contacts.
Maintain files and other materials for the Consumer Marketing Department’s needs.
Aid in cross-departmental task and collaborations.
Gather and prepare information for Board updates and Board reports.
Other duties as assigned.
Position Qualifications:
High School Diploma required; Bachelor’s degree or equivalent work experience preferred.
At least one year of administrative experience in a professional environment strongly preferred.
Excellent attention to detail and organizational skills are required.
Strong communication skills, strong writing ability, and creativity are essential.
Demonstrated ability to work well under pressure while simultaneously handling multiple projects to meet tight deadlines.
Must have proven computer skills including Microsoft Word and Excel, and preferred experience in PowerPoint and Google Docs, Sheets, and Drive.
Strong willingness to be a team player – to roll up your sleeves and get the job done.
Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.
All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.
No phone calls, please. Due to the volume of applications we receive, we are unable to respond to queries about application status.
Oct 20, 2017
Full time
We strongly encourage people of color, transgender and non-binary people to apply. HRC is an equal opportunity employer and welcomes everyone, including non-LGBTQ people, to join our team.
Position Summary:
The Consumer Marketing program is a top source of new members and supporters for the Human Rights Campaign. The program’s two brick & mortar stores and Online Shop give the organization an international presence. With orders originating from all 50 states and 80+ countries, this allows supporters to act as "walking billboards" and participate in a grassroots guerilla marketing approach to increase visibility for HRC and LGBTQ equality. Through branded merchandise, Consumer Marketing puts a diverse human face on HRC and gives our supporters an entry point for sharing their stories with friends and families at home, at work and in their communities.
The Consumer Marketing Assistant reports directly to the Deputy Director of Consumer Marketing and is responsible for providing daily operational and administrative support to the Consumer Marketing team. The Consumer Marketing team advances HRC’s mission through the development and marketing of branded merchandise for HRC’s retail channels, membership campaigns, and electoral engagement.
Position Responsibilities:
Assist the Consumer Marketing team with all administrative duties including scheduling meetings, travel and appointments, shipping and receiving, managing department meetings, reporting expenses and processing check requests.
Complete accounting and data entry pertaining to HRC's merchandise sales.
Manage HQ inventory of retail items.
Create and manage HQ purchase orders.
Record and invoice all Consumer Marketing purchase orders.
Engage with internal and external clients and vendors.
Produce written material for the web or other forms of external and internal communication needs, such as blog posts, social media captions, letters, and various other Consumer Marketing priorities.
Assist in developing and sustaining brand identity through social media outlets and other new media opportunities.
Monitor the internet to find possible trademark violations.
Manage lists of social media contacts.
Maintain files and other materials for the Consumer Marketing Department’s needs.
Aid in cross-departmental task and collaborations.
Gather and prepare information for Board updates and Board reports.
Other duties as assigned.
Position Qualifications:
High School Diploma required; Bachelor’s degree or equivalent work experience preferred.
At least one year of administrative experience in a professional environment strongly preferred.
Excellent attention to detail and organizational skills are required.
Strong communication skills, strong writing ability, and creativity are essential.
Demonstrated ability to work well under pressure while simultaneously handling multiple projects to meet tight deadlines.
Must have proven computer skills including Microsoft Word and Excel, and preferred experience in PowerPoint and Google Docs, Sheets, and Drive.
Strong willingness to be a team player – to roll up your sleeves and get the job done.
Strong interest in and knowledge of the rapidly changing LGBTQ equality movement.
All positions at the Human Rights Campaign may require travel on a regular basis or periodically. Where the need arises for business travel, appropriate compensation as outlined by the Fair Labor Standards Act will apply.
No phone calls, please. Due to the volume of applications we receive, we are unable to respond to queries about application status.
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058384/united-states/us/bilingual-spanish-and-english-video-client-services-specialist-i
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are Fluent ( reading, writing, speaking ) in English and Spanish.
Desired s kills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058384/united-states/us/bilingual-spanish-and-english-video-client-services-specialist-i
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are Fluent ( reading, writing, speaking ) in English and Spanish.
Desired s kills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058425/united-states/us/bilingual-spanish-and-english-senior-client-services-representative
As a Bank of America Senior Client Services Representative , the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. The employee will be required to deliver and maintain a commitment to high service excellence utilizing relationship-building and problem-resolution skills, handle escalated and challenging calls, achieve monthly efficiency objectives, and maintain high call quality standards. The employees' time will be spent on the phone with our customers researching, troubleshooting and resolving service inquiries. In addition to taking direct calls from our customers, our employees also receive escalated calls from a variety of internal bank employees. The employee will be required to quickly read frequent updates and learning material, often while on the call, and must be able to implement immediately into calls with accuracy.
Required skills:
Must have knowledge with troubleshooting mobile devices and internet browsers
Minimum one year customer service experience.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Strong critical-thinking, logic and problem-solving skills along with strong reading and comprehension skills.
Effective communication skills in working with diverse customers.
Detail-oriented and adaptable to change while receiving regular feedback.
Comfortable in a fast-paced work environment while continuously learning on the job.
Dependable, results-driven and achievement-focused.
Technical aptitude with strong ability to multi-task.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
One year call center or financial center experience.
Financial or banking acumen.
Experience with escalated or complex situations.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17058425/united-states/us/bilingual-spanish-and-english-senior-client-services-representative
As a Bank of America Senior Client Services Representative , the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. The employee will be required to deliver and maintain a commitment to high service excellence utilizing relationship-building and problem-resolution skills, handle escalated and challenging calls, achieve monthly efficiency objectives, and maintain high call quality standards. The employees' time will be spent on the phone with our customers researching, troubleshooting and resolving service inquiries. In addition to taking direct calls from our customers, our employees also receive escalated calls from a variety of internal bank employees. The employee will be required to quickly read frequent updates and learning material, often while on the call, and must be able to implement immediately into calls with accuracy.
Required skills:
Must have knowledge with troubleshooting mobile devices and internet browsers
Minimum one year customer service experience.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Strong critical-thinking, logic and problem-solving skills along with strong reading and comprehension skills.
Effective communication skills in working with diverse customers.
Detail-oriented and adaptable to change while receiving regular feedback.
Comfortable in a fast-paced work environment while continuously learning on the job.
Dependable, results-driven and achievement-focused.
Technical aptitude with strong ability to multi-task.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
One year call center or financial center experience.
Financial or banking acumen.
Experience with escalated or complex situations.
Weekly Schedule : Multiple shifts available
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17061496/united-states/us/client-services-representative-i-bilingual-english-and-spanish
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift : 2nd shift
Sep 19, 2017
Full time
Please apply on the Bank of America Careers Webpage: http://careers.bankofamerica.com/job-detail/17061496/united-states/us/client-services-representative-i-bilingual-english-and-spanish
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish.
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift : 2nd shift
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Fluent (reading, writing, speaking) in both Spanish & English.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Fluent (reading, writing, speaking) in both Spanish & English.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : Multiple shifts available
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : 1st and 2nd shift available
Sep 19, 2017
Full time
Video Client Services Specialists I are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Specialists create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Specialist must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Are fluent (reading, writing, speaking) in English & Spanish
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Weekly Schedule : 1st and 2nd shift available
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift: 1st shift Weekly Schedule : Multiple shifts available
Sep 19, 2017
Full time
As a Client Services Representative II employee you will provide customer solutions by providing seamless delivery of service and/or fulfillment requests by answering calls in a contact center environment. You must possess the ability to clearly communicate solutions to complex card inquiries for Small Business customers. You will be required to master multiple products and possess the ability to retain customer relationships. Employees will perform routine account related transactions which may involve referring customers to the appropriate line of business for products not supported by customer service contact centers. The employees may also be required to solve problems and investigate/resolve a wide variety of inquires and requests that include gathering additional information, setting expectations and working with other departments to fulfill the request. In addition, the employee may handle escalated inquiries by partnering with other teammates to resolve customer requests. Employees will also route, maintain and track outstanding servicing requests which will require thorough follow up. Employees are accountable for the successful resolution of all customer requests. The employee will receive ongoing performance coaching that must be incorporated into future customer interactions. The employee will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Are fluent (reading, writing, speaking) in English & Spanish.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Shift: 1st shift Weekly Schedule : Multiple shifts available
We are seeking to hire Bilingual, Customer Service Specialists for our Brea, CA contact center.
Bank of America, 275 S. Valencia Ave, Brea, CA 92823 | Wednesday, September 20, 2017, 12:00 Noon – 2:00 PM
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Angela Green at agreen18@bankofamerica.com to confirm your registration.
17048230 - Customer Service Specialist I, Bilingual, English & Spanish http://careers.bankofamerica.com/job-detail/17048230/united-states/us/customer-service-specialist-i-bilingual-english-and-Spanish
Qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Are fluent (reading, writing, speaking) in English & Spanish
This event will run from 12:00 Noon – 2:00 PM PST. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Sep 14, 2017
Full time
We are seeking to hire Bilingual, Customer Service Specialists for our Brea, CA contact center.
Bank of America, 275 S. Valencia Ave, Brea, CA 92823 | Wednesday, September 20, 2017, 12:00 Noon – 2:00 PM
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Angela Green at agreen18@bankofamerica.com to confirm your registration.
17048230 - Customer Service Specialist I, Bilingual, English & Spanish http://careers.bankofamerica.com/job-detail/17048230/united-states/us/customer-service-specialist-i-bilingual-english-and-Spanish
Qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Are fluent (reading, writing, speaking) in English & Spanish
This event will run from 12:00 Noon – 2:00 PM PST. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
We are seeking to hire Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish for our Phoenix, AZ contact center.
The National Service & Solutions (NS&S) ECOE is a contact center that supports banking center policy and procedure questions, research problem resolution, direct customer calls, escalated contacts from the Customer Service Contact Centers and calls from other lines of business within the bank.
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Kutwana Roman at kutwana.roman@bankofamerica.com to confirm your registration.
17058180 - Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish
This event will run from 4:00 PM – 7:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Gracias por su interes en Bank of America!
Aug 28, 2017
Full time
We are seeking to hire Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish for our Phoenix, AZ contact center.
The National Service & Solutions (NS&S) ECOE is a contact center that supports banking center policy and procedure questions, research problem resolution, direct customer calls, escalated contacts from the Customer Service Contact Centers and calls from other lines of business within the bank.
REGISTRATION IS REQUIRED. To register, please visit our career website at www.bankofamerica.com/careers and reference the requisition number in the search jobs field. Follow instructions to submit an application and complete the required online assessment. Once submitted, please email Kutwana Roman at kutwana.roman@bankofamerica.com to confirm your registration.
17058180 - Senior Customer Service Specialist, National Service & Solutions, Bilingual, English & Spanish
This event will run from 4:00 PM – 7:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Gracias por su interes en Bank of America!
RoundPoint Mortgage Servicing Corp.
Dallas, TX, United States
Position Overview:
The Loan Concierge is responsible for all customer contact throughout the new loan processing, underwriting and settlement process.
Working Relationships:
The Loan Concierge reports to Loan Concierge Supervisor and must develop strong working relationships with customers, key process stakeholders and co-workers.
Key Tasks and Responsibilities:
Building and fostering a rapport with the customer.
Provide customers with clear and detailed loan status updates and next steps throughout the Loan Processing, Underwriting and settlement processes.
Communicate with customers clearly and professionally via telephone, email.
Obtain documentation from the customer and other parties to complete the loan application or fulfill Loan Underwriter conditions.
Review and analyze customer credit and financial supporting documentation. Such documentation includes, but is not limited to: credit reports, fraud report, paystubs, benefit award letters, personal and business tax returns and asset statements.
Review both property and loan collateral documents. Such documents includes, but is not limited to: property valuation and title reports, original Note and/or Deed of Trust/mortgage.
Understand FNMA, FHLMC, FHA, VA and USDA loan program requirements.
Have an excellent understanding of applicable Fair Lending, TRID and other Federal and State laws and regulations and applicable required notices.
Will not negotiate any loan term(s) with a customer and/or third party.
May be assigned other related duties, as needed.
Incumbent will be responsible for meeting RoundPoint’s commitment to quality work and compliance.
Minimum Requirements:
Bachelor’s degree preferred.
Fluently speak English/Spanish
3 -5 years’ experience new mortgage origination a plus.
Mortgage Call Center experience preferred.
Strong analytical skills
Ability to think outside the box
Problem solving skills
Proficiency in Microsoft Word, Excel and Outlook
Ellie Mae Encompass experience preferred
Strong sense of urgency about solving problems, meeting challenging deadlines, and achieving goals
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
Aug 15, 2017
Full time
Position Overview:
The Loan Concierge is responsible for all customer contact throughout the new loan processing, underwriting and settlement process.
Working Relationships:
The Loan Concierge reports to Loan Concierge Supervisor and must develop strong working relationships with customers, key process stakeholders and co-workers.
Key Tasks and Responsibilities:
Building and fostering a rapport with the customer.
Provide customers with clear and detailed loan status updates and next steps throughout the Loan Processing, Underwriting and settlement processes.
Communicate with customers clearly and professionally via telephone, email.
Obtain documentation from the customer and other parties to complete the loan application or fulfill Loan Underwriter conditions.
Review and analyze customer credit and financial supporting documentation. Such documentation includes, but is not limited to: credit reports, fraud report, paystubs, benefit award letters, personal and business tax returns and asset statements.
Review both property and loan collateral documents. Such documents includes, but is not limited to: property valuation and title reports, original Note and/or Deed of Trust/mortgage.
Understand FNMA, FHLMC, FHA, VA and USDA loan program requirements.
Have an excellent understanding of applicable Fair Lending, TRID and other Federal and State laws and regulations and applicable required notices.
Will not negotiate any loan term(s) with a customer and/or third party.
May be assigned other related duties, as needed.
Incumbent will be responsible for meeting RoundPoint’s commitment to quality work and compliance.
Minimum Requirements:
Bachelor’s degree preferred.
Fluently speak English/Spanish
3 -5 years’ experience new mortgage origination a plus.
Mortgage Call Center experience preferred.
Strong analytical skills
Ability to think outside the box
Problem solving skills
Proficiency in Microsoft Word, Excel and Outlook
Ellie Mae Encompass experience preferred
Strong sense of urgency about solving problems, meeting challenging deadlines, and achieving goals
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
