Private Banker IV
Details: ResponsibilitiesEffectively manages a portfolio of our largest most complex client relationships; provides outstanding leadership in revenue and sales production (Loans and Deposits over $200 million), compliance withWealth Management Group policies, developing effective and efficient Wealth Management Group Processes and mentoring lower level Private Bankers. Provide quality service to customers and assigned relationships in accordance with client service standards and Compass Bank policies.Maintains and grows a portfolio of clients which generate revenues (minimum of $1.7 million) and aprofit to the Bank. Will migrate clients who do not meet the profile of the Private Bank or PrivateClient Services Group to the appropriate channel Build and maintain book of business by:Helping clients define their financial goals and objectives.Analyzing client’s current financial resources and financial position.Identifying appropriate Compass products and services to help clients attain their objectives.Ensuring clients are introduced and partnered with appropriate Compass specialists inside and outside of Wealth Management.Obtain client referrals and additional assets.Meet all contact, referral and service standards. Supports the Wealth Management Credit Center.Strictly complies with service and call standard requirements.Ensure compliance with all document provisions, tax and fiduciary laws, policies and procedures,working with PMs to determine or confirm investment objective, asset allocation and establishinvestment policy. Exhibit comprehensive knowledge of benefits and features of all Compass productsand services as well as extensive knowledge of wealth/asset management issues relative to HNW clients.Assist in the growth and development of the WM team by instructing, modeling and reproducing his/her skill sets in others.Helps develop effective and efficient WM and Bank processes and procedures.Participates in WM and other task forces as appropriate.Be recognized as leading professional in a community in which the person works as well as a leader with WM and the state bank in which the RM/Partner resides. Must be involved in at least one non-profit organization preferably at a board level.
BRANCH ASSOCIATE/TELLER - WEST UNIVERSITY - 40 HOURS
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE/TELLER - MERCEDES - 40 HOURS
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE/TELLER - MISSION MAIN - 20 HOURS
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE (TELLER) - PART TIME - CHAMPIONS
Details: ResponsibilitiesPart Time - 30 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE (TELLER) - PART TIME - TOMBALL
Details: ResponsibilitiesPart Time - 20 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE (TELLER) - CORPUS CHRISTI - SHORELINE
Details: ResponsibilitiesBilingual Spanish/English Skills PreferredDeliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Branch Associate - TELLER - CANDELARIA
Details: ResponsibilitiesDeliver an exceptional customer experience while uncovering sales referral opportunities. SurpassCustomer Experience score goals set by management. Perform a variety of duties involving paying out,balancing and receiving transactions within assigned delegated authorities. Responsible for handlingcash, deposit transaction and daily work balancing. Work together with the other branch associatesbehind the branch associate line. Participate in all the banking center sales and service activities.Support the branch team by achieving referral goals and participating in targeted sales campaigns.
BRANCH ASSOCIATE - (TELLER) PART TIME - THE WOODLANDS - STERLING RIDGE
Details: ResponsibilitiesBilingual Spanish/English Skills Preferred. Part Time - 20 hrs.Deliver an exceptional customer experience while uncovering sales referral opportunities. Surpass Customer Experience score goals set by management. Perform a variety of duties involving paying out, balancing and receiving transactions within assigned delegated authorities. Responsible for handling cash, deposit transaction and daily work balancing. Work together with the other branch associates behind the branch associate line. Participate in all the banking center sales and service activities. Support the branch team by achieving referral goals and participating in targeted sales campaigns.
Teller Services Rep
Details: As a Teller Services Representative I your primary responsibility is to make clients feel welcome to conduct business with First Commonwealth and represent the bank in a prompt, positive, professional, precise and personal manner. You will be responsible for developing sales leads by focusing on connecting with and identifying clients’ individual service and product needs. This includes referring clients to other sales staff to further Profile, Counsel, and Advance the sales. Teller Services Representatives are required to maintain a current knowledge of First Commonwealth products and services to promote the ability to connect with and refer products to clients.Each day, you will service clients’ banking needs by processing a variety of banking transaction, including:• Accepting cash/checks for deposit, verifying amounts, endorsements and negotiability• Cashing checks/withdrawals, while complying with assigned limits, and bank policies and procedures• Processing payments for various loans, consignment items, and utilities• Collecting fees as appropriate to generate income• Addressing Client Service issues and/or referring clients to the appropriate staff memberTeller Services Representatives balance a teller window daily, reconcile out of balance conditions, and report all teller differences to the Teller Services Supervisor.Regional Teller Services Representatives will be responsible for traveling throughout an assigned region.
ERP Financials Team Lead
Details: Identity and Access Management HCM INTEGRATION SPECIALIST Responsibilities: IAM experience is the driver here; with an understanding of the core HCM data. Contribute to in the entire implementation process. Drive definition of improvements based on business need and architectural improvements. Responsible for overall integration design, build and test, root cause analysis, and advanced performance tuning complex business processes and functionality. Consult with users to identify current operating procedures, document and detail process gaps. Design, build, test and maintain enablers of business processes for access management, including technology and process solutions with a focus on medium to high complexity, multiple large application business processes and/or business relationships. Manage requirements, development and review of security related integrations, conversions, reports for Access and Identity Management. Understanding of user roles, role based access and segregation of duties concepts. Document core IAM business processes and establish best practices. Document the business requirements and system processes in IAM Access System. (Process decomposition experience will count.) Co-ordination with Customer/offshore/other teams as and when neede. Knowledge/Experience: Bachelor's or equiv. exp. 5+ years of related experience. Required: Advanced knowledge of requirements gathering techniques, project management, and ERP application or systems development methodologies. Strong configuration and design skills. Advanced SQL query and data analysis/reporting experience. Preferred: Act as a subject matter expert for the Identity and Access Management integration to Workday HCMS, regarding business area content, processes and procedures. Experience in documenting current and future state process flows, eliciting and documenting system change requirements, identifying and evaluating alternative solutions, and taking requirements from functional to design. Prior hands on experience with integrating HRIS with Identity and Access Management configurations. Experience with modules such as Core HCM, Provisioning engines and IAM. Development team experience with Integrations. Report development is a strong plus. Integration experience with vendor HR ERP systems will be considered (e.g. PeopleSoft, SAP, Oracle, JDE, Lawson etc). Must work from a security and IAM perspective. Will be expected to write documentation to describe program development, logic, coding, and corrections. Write run books to describe installation and operating procedures. Bachelor s degree and 10+ years progressive work related experience with demonstrated proficiency in multiple disciplines/processes related to the position or an equivalent combination of education and work related experience. Senior Level knowledge and experience with ERP financial application package software such as PEOPLESOFT or ORACLE. Solid experience as a Team Lead providing team leadership to less experience developers and serving as the point for all top level technical issues. Provides direction in the development and maintenance of application programs as well as participates in various phases of the development cycle. Ensures development adheres to performance optimization, interoperability standards and requirements, and compliance with IT governance. DUTIES AND RESPONSIBILITIES: Acts as liaison to clients on highly technical and most complex project requests and serves as a technical advisor to other team members. Designs and engineers systems, provides complex and unique customization of systems development. Provides integration support for all project work and as necessary to meet business needs. Experis is an Equal Opportunity Employer (EOE/AA)
Java Developer - Stock Loan
Details: Genesis10 is currently seeking a Java Developer – Stock Loan for a permanent position working with a leading international financial services client in Jersey City, NJ.Description:As a member of the securities lending technology team this person needs to be very familiar with the Java J2EE development environment, MQ tools as well as having a deep understanding of sybase database and middleware technologies.As a front office technology team, our client has more demands from Securities Lending desk and Funding Desk based on their client needs, so the pressure is high .This person must have strong technical design skills and be familiar with OO design concepts and design patterns.This person will be required to design and implement application data models using Sybase Server along with performing code reviews and enforcing technical architecture standards. You will be expected to code the application framework and architecture to ensure that the development team understands how to use these concepts.
Float Customer Service Representative/Teller
Details: Responsible for assisting existing and potential customers with a variety of banking needs and other transactions. Respond, recommend and sell products and services to meet customer needs, set up new accounts and direct/refer customers to the appropriate team members. Ensure confidentiality of customer information. Assist with teller functions as needed. Understand the policies and procedures as they relate to processing teller transactions and balancing a teller drawer. Complies with Bank Secrecy Act rules, regulations and training requirements, and other regulations as warranted for the position. Must be flexible with scheduling and possess the ability to respond to and support the needs of the branch network. Must possess strong customer service and interpersonal skills. Must be able to work in a fast-paced environment, with the ability to interact in a positive and professional manner with customers, coworkers and management. Six months to two years of similar or related experience.Location: Montgomery County Maryland, and Washington, DC
Loan Processor Specialist
Details: Create, develop, present and put in place proposals for new and enhanced product and service offers aligned with Bank objectives and business strategies and implement and track said plan.Develop marketing plan and business case and obtain buy-in from upper management and key Bank units.Be responsible for the development, quality control, and interpretation of deliverables such as periodic tracking reports to track product and customer growth, financial impact, campaign results and sales strategies.Expertise in quantitative research (web, phone and mail) and qualitative research (in person/online focus groups and in-depth interviews), including survey design, data and response analysis and interpretation, report writing, present findings and recommendations.Interpret customer data providing insight to all relevant stakeholders, and helping stimulate and accelerate the Bank’s continued transformation to a more customer-centric organization.Demonstrated ability to handle large, complex and dispersed databases, merging of data sets, and various data manipulation effortsCreate and automate various ongoing reporting and monitoring efforts.Develop customer metric, campaign tracking dashboards and key performance indicators.Strong project and time management skills.Develop project plans and coordinate with other bank departments all steps through launch. Successfully include department’s feedback while complying with company policies, procedures and any regulatory laws while driving an effort that has the customer experience and market trends as its driver.Possesses the ability to understand financial metrics and apply them towards marketing plans.Ability to provide accurate and timely delivery of requested work.Manage project tasks, timelines and deliverables related to analytics and campaigns.Well-developed knowledge of a wide range of custom market research methodologies and techniques especially in the area of customer satisfaction/loyalty research, brand awareness/usage and new product developmentDemonstrated self-motivation, resourcefulness, initiative, and delivery of consistent follow-through.Ability to successfully present customer insights and project findings to upper management in a way that establishes rapport, persuades others, and gains understanding.Sponsor the optimization of in-life product and services performance.Liaise with business managers and senior management to ensure joined up thinking and alignment in products and services development and influence the decision makers.Build and maintain strong relationships with internal departments and business units to maintain a broad understanding of wider business issues and align needs against product development and operational activities.Develop product pricing models.Evaluate product efficiency, terms, conditions and profitability. Propose enhancements to improve product efficiency.Participate in the development of products and services strategic agendas in conjunction with the business units, to define sales plans and goals, assess profitability and risk, channels, processes, target markets, in addition to contributing in the development of the business units’ objectives and their short and long term strategies.Assist the area’s Manager in the implementation and monitoring of department’s budget.Mentor Marketing Intelligence Analysts IResponsible for handling special projects as directed by the area’s Manager.Responsible for supporting ad-hoc project requirements of the area’s Manager.Other duties as assigned.
AVP - Project Management
Details: Moody"s Investors Service is among the world"s most respected, widely utilized sources for credit ratings, research and risk analysis. In addition to our core ratings business, Moody"s publishes market-leading credit opinions, deal research and commentary that reach more than 3,000 institutions and 22,000 subscribers around the globe. This position represents a key leadership role in the delivery of IT projects and programs that are critical to the execution of corporate business strategies and achievement of company objectives. These initiatives are cross enterprise and global in reach. The Project Manager will work to integrate enterprise resources by assessing challenges, analyzing gaps, and finding solutions that align people, process and technology to deliver expected results. The Project Manager acts in a hands-on capacity responsible to drive day-to-day project activities and operations.Key Responsibilities====================Manage project teams responsible for the delivery of multiple complex projects and programs which are broad in scope, interdependent, high risk, high impact, have medium to long term implementation time frames and are cross functional. Project teams typically include onshore, offshore, internal, external and managed services resources. Actively demonstrate abilities as a 'Self Starter, 'In Charge' 'Thought Leader' & 'Mentor/Coach' who is proactive in seeking opportunities to serve in leadership roles, even outside of direct area of responsibility. Consistently demonstrate MIT (Moody's Information Technology) values, especially in the area of leadership within assigned project(s) and organizational team. Apply expertise across the complete project lifecycle, lead project sessions such as estimation, requirements, scheduling/planning within an iterative development (RUP, Agile) framework. Lend broad and deep credibility during discussions because of past experience. Serve as mentor/coach to others on the team in this capacity. Ensure readiness for change across business by ensuring effectiveness of change management programs that will result in the early adoption of the new solution and business processes. Collaborate with key stakeholders to champion the change throughout the organization, incorporate lessons learned into future projects to ensure desired results. Strengthen relationships across business by engaging business leaders to establish credibility, solve problems, build consensus and achieve objectives. Leverage business relationship management skills and the ability to understand and anticipate the needs of the respective business stakeholders. Utilize negotiation skills to drive project team and executives to make decisions in a timely manner in order to deliver project as to agreed scope, schedule and budget. Partner with corporate planning to track project/program budgets at a detailed level. Lead and drive issue resolution, risk identification and mitigation, change and dependency management. Encourage the active use of a strong risk management framework with the project teams and stakeholders. Provide well crafted MIT governance communication vehicles on time with accuracy and completeness such as resource management reports, IT Executive Council, Board of Directors status, and various status reports utilizing MS Office tools suite and project /portfolio management solution. Ensure all communications are audience appropriate. Set the direction for the project team. Ensure respectful communications by creating an atmosphere of collaboration and iterative improvements, inspiring people and teamwork, and welcoming change by team engagement of planning and problem solving. Be conscious of team behavior and contribute constructive feedback to line managers for annual Performance Evaluation. Lead by example and build a reputation as a pragmatic problem solver who collaborates in a constructive manner to create iterative improvements for operational efficiencies within the position, project team(s), and across the broader IT organization. Enable decision-making by effectively analyze business drivers and constraints, and present alternative solutions to address problems and opportunities Demonstrate commitment to and ensure team adherence to MIT Enterprise Project Governance model and project data integrity as defined within the MIT Investment Framework including; PDLC (estimating, purchasing, planning, scheduling, execution, risk management, quality & process control, change management), timely submission of project artifacts and deliverables including successful passing of project audits including PPQA, internal controls and SOX controls as well as accurate and timely submission of team labor in resource management systems. Actively participate in advancing and maturing the project management team's capabilities, ensuring continuous improvement across discipline. Map, measure and improve the underlying processes to ensure effectiveness and efficiency. Implement corrective action plans, as needed. Research best practices within and outside the organization to establish benchmark data, and use continuous process improvement disciplines to achieve results. Develop knowledge of corporate strategy and business activities and contribute to the development of MIS (Moody?s Investors Service) business strategy; develop strategies for initiatives to strengthen and grow the core business.Job-Specific Authority and Scope================================Generally works without consulting their manager. Independent decisions are made daily. Typically has a global geographic focus. Matrix manages project team(s), Associate Project Manager(s), Project Manager(s) depending on the projects assigned. Promotes cross-functional interaction within the project team(s) including; MIT, external vendors, consultants, business executives, end users and other MCO departments or organizations. Directly responsible to MIT Executive / Manager in charge of project. Directly responsible to Organizational Manager. Will have responsibilities on the Organizational team outside of the assigned project. Promotes interaction with members of the Organizational team.Minimum Education===================Bachelor's Degree in computer science, finance/accounting or related field.PMP Certification is desirable.Work Experience===============Typically 10 years or more of continuous improvement experience, including global IT project management, process re-engineering, quality management, financial management, business analysis, change management preferably in the financial sector. Proven experience and record of leading large transformation or improvement efforts with budgets of approximately $5M-$10M+ USD. 3 years experience in strategic business planning preferred. Prior experience in credit ratings process preferred Resumes submitted in Microsoft Word format are preferred. Thank you for taking the time to express your interest in employment opportunities with Moody"s Investors Service.
Medical Billing Specialist
Details:
Endocrinology, Diabetes & Longevity Center of Arizona is an adult endocrinology practice located in Scottsdale, Arizona. We are currently seeking a Medical Billing Specialist to join our team. We are interested in individuals that have top-notch skills, demonstrate enthusiasm for their work, are goal oriented, have the ability to work well with others, have good follow through and the desire to work for a progressive, reputable company.
GENERAL DESCRIPTION::
This position will be involved in all aspects of the daily billing functions for the specialty practice.
ESSENTIAL DUTIES AND RESPONSIBILITES:
- Works with front office staff to ensure accurate patient data collection and patient payment collections
- Confirms patient insurance information is verified prior to appointment.
- Confirms patient data is accurate and complete prior to claim submission.
- Reviews ICD & CPT coding for accuracy per payer contracts.
- Reviews all claims for completeness within designated timeframe.
- Processes all incoming payments from all sources on a daily basis.
- Manages patient payment plans and follows up as needed for compliance to plan.
- Prepares, reviews and sends out patient statements.
Senior Financial Operations Analyst
Details: Job Summary:
The Financial Operations Analyst will be part of the Product Operations team responsible for the financial analyses, cost estimates, scenario analyses and alternatives analysis on a wide range of tactical and strategic initiatives across all business units inside of Williams Interactive. The Analyst carries out benefit determination for business cases, analyzes performance trends, and models complex business decisions to proactively guide and support respective financial success utilizing computer assisted analytical and forecasting techniques. This position provides support to all levels of management, making portfolio investment recommendations based on high-level analytical expertise, latest trends in industry business practices, products and competition.
Essential Job Functions:
The Financial Operations Analyst will be part of the Product Operations team responsible for the financial analyses, cost estimates, scenario analyses and alternatives analysis on a wide range of tactical and strategic initiatives across all business units inside of Williams Interactive. The Analyst carries out benefit determination for business cases, analyzes performance trends, and models complex business decisions to proactively guide and support respective financial success utilizing computer assisted analytical and forecasting techniques. This position provides support to all levels of management, making portfolio investment recommendations based on high-level analytical expertise, latest trends in industry business practices, products and competition.
Essential Job Functions:
- Develop strong working relationships with the principal business stakeholders and acquire an intimate knowledge of Williams Interactive Product Development and financial processes.
- Prepares financial models, projections and scenario analysis
- Work in tandem with the business group's senior management team to determine revenue and expense drivers and trends
- Assist Business Owners by designing models to support pricing scenarios for new products including an evaluation of current customer market and competitive dynamics
- Work with finance key work partners to prepare and present profit and loss statements for a product, including pro-forma and historical
- Update existing models and build new models (resource models, capacity models, cost models, benefit determination) utilizing business knowledge acquired
- Produce and analyze financial reports, i.e. variance analysis, staffing analysis, corporate reporting of Budget/Actual, financial metric reporting
- Perform special studies, develop reports and recommendations and participate in the analysis of corporate projects and programs
- Serve as liaison between Product Management, Product Operations and HR for headcount analysis and ad hoc scenario planning or requests
Actuarial Analyst
Details:
About The Company
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.
The Role
The Actuarial Analyst plays an integral role in the pricing and implementation of new individual life products. The Actuarial Development Student (ADP) will participate in the design, modeling, and rate development for new products and then work with IT and Quality Assurance to ensure that the products function correctly on the LFG administrative systems. Through interaction with both distribution partners as well as risk management areas, the student will help his or her team deliver products to the marketplace that meet corporate profitability standards and provide compelling value to policyholders.
Responsibilities
Modeling
• Builds models in ALFA to price new products and manipulates models to test various scenarios, sensitivities, and sales opportunities
• Develop a thorough understanding of model assumptions, product mechanics, and reserving/financial regulations in order to validate each component of model output
• Develop tools in order to facilitate rate development, loading of rates into ALFA, and analysis of profitability using ALFA output
Pricing Analysis and Coordination
• Coordinates with various areas of the company (risk management, experience studies, data metrics, information technology, competitive intelligence, etc.) to develop model assumptions and product specifications
• Clearly and consistently, document steps used in pricing process and results obtained.
• Provide support in developing and delivering presentations of pricing results to risk management teams
Administration/Illustration/Filing Support
• Develops, expands, and maintains actuarial spreadsheets used to test product functionality on administrative and illustration systems
• Works closely with Product Analyst and partners in IT and QA to communicate product features and specs, design testing plans, and resolve defects uncovered in the testing process
• Assists in delivering exhibits, memoranda, and data for state filing approval
Product Design and Positioning
• Gains exposure to working with distribution partners and marketing areas
• Solicits input from distribution partners, presents preliminary findings and potential options during pricing process, and supports marketing teams in developing sales promotions
Senior Revenue Accountant
Details: Responsibilities: Our Waltham, MA client is adding a Senior Revenue Accountant to their staff.Job Description:The Senior Revenue Accountant role will have a high level of exposure to senior financial leadership within the company, as well as interact with many different departments. This role will have additional responsibilities including working with other members of the organization on complex accounting issues.Responsibilities:
- Documentation and review of commercial sales contracts to support compliance with applicable authoritative literature
- Preparation and review of annual VSOE studies
- Responsible for the integrity and management of certain key controls
- Provide Senior Management with financial reporting information and operational support
- Participate in external audit activities and audit preparation
- Adhere to accounting policies and procedures
Financial Analyst - Retail / Stores
Details: Responsibilities: A Kforce client, (retail store-based organization) located South of Boston, Massachusetts (MA) is seeking a Sr. Financial Analyst.Functions Include:
- Develop productivity and profitability models to support business operations
- Conduct market research; develop market share reports; and analyze results
- Develop and maintain the financial forecasts
- Update and interpret cash flow forecast on a weekly basis
- Participate in the annual budget process by gathering, analyzing and compiling data used to create the annual plan
- Prepare various store reports and analysis
- Create models and analysis to assist executive management in evaluating major business opportunities / decisions
- Support the process of creating and evaluating the business strategy
