43 jobs found

Role: Client Success Representative Join our dynamic, fast-paced start-up environment as a Client Success Representative at Alpine. As a team member, you will play a crucial role in assisting employees, employers, and brokers in the day-to-day operations of our third-party administration business. Your contribution will not only impact our clients directly but also play a significant role in our company's growth and evolution. This is an opportunity to be part of an evolving role in a company where your work truly makes a difference. Responsibilities:   Support employers in the day-to-day management of their pre-tax benefit offerings, including contract implementations and renewals. Lead implementation calls for new employer partners to ensure smooth onboarding and understanding of our services. Maintain accurate and detailed records of all clients and activities in our CRM to track and organize our work. Provide exceptional customer service by quickly responding...

Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations.    Job Description   Job Title:   Credit Analyst  Department:   Risk Management  Reports To:  AVP, Senior Credit Risk Manager  FLSA Status:  Exempt   Type of Position:   Full-Time     Job Summary  The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths,...

Description: TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been “Growing Prosperity Together” ever since. Join a growing team of professionals and find a rewarding career at TrustBank. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS TO: ASSISTANT VP- WHEATON MARKET FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New...

*Estate Planning / Trusts & Estates Attorney – Full-Time (Berwyn, PA)* *About the Role* The Stanley Laman Group, Ltd., a respected wealth advisory and estate planning firm based in Berwyn, PA, is seeking an *experienced Estate Planning Attorney* to join our *Trusts & Estates* practice. You’ll work directly with partners and high-net-worth clients on *sophisticated estate planning, trust administration, and tax-efficient wealth transfer strategies*. This position offers a strong career path for attorneys who value both client service and technical excellence in trust and estate law. ⚖*Responsibilities* * Advise clients on *estate, trust, and tax planning strategies* to preserve and transfer wealth efficiently * Draft wills, trusts, powers of attorney, and related estate planning documents * Manage *trust and estate administration* for high-net-worth individuals and families * Conduct legal research and prepare detailed memoranda and correspondence * Support *Orphans’...

Description: Who We Are :  FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!...

Description: Who We Are :  FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!...

Description: Who We Are : FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent...

Description: Who We Are :  FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family!...

Company Overview   The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector, and serving over 600 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.   Core Values   HdL team members individually and collectively aspire to the following core values:   Deliver Excellence In Everything – We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.   Do The Right Thing – We...

Position Title: Sales Assistant - Commercial Locations: O'Fallon_MO Time Type: Full time Req ID: JR1170-O'Fallon_MO At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be...

Branch Member Service Associate (Part-Time) - Rockville, MD As a Part-time Branch Member Service Associate you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. You must possess proven customer service skills; strong verbal communication; and above all, a desire to help others. The Part-time Branch Member Service Associate position is a tiered position with formal training modules YOU control your career advancement as you learn and execute new skills. In addition to a solid compensation package, there is also a generous part-time benefits opportunity. This role will require travel to other locations on an as needed basis. You must have reliable transportation. Responsibilities Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services. Identifies member needs to provide solutions on products that meet the member's...

Billing Specialist II - DF - USA - CO - Denver - R25-01606 At BrandSafway, we know our employees are our greatest asset, which is why we give them the tools, training, and resources to be successful. Come join our growing team! Key Responsibilities: Billing & Invoice Processing Generate, review, and process invoices accurately and on time. Verify billing data for accuracy, including pricing, discounts, and taxes. Ensure all billing transactions comply with contracts and company policies. Reconciliation & Reporting Perform reconciliations of accounts to identify and resolve discrepancies. Maintain detailed and accurate billing records in financial systems. Assist in preparing reports on billing trends, outstanding balances, and revenue tracking. Customer & Internal Support Respond to and resolve customer billing inquiries and disputes. Collaborate with internal teams (finance, sales, customer service) to address billing issues. Assist in...

Branch Member Service Associate (Full-Time) - Washington, DC As a Branch Member Service Associate in our Washington, DC location you will deliver exceptional customer service in our branches while successfully promoting and selling NASA FCU products and services. You must possess proven customer service skills; strong verbal communication; and above all, a desire to help others. The Branch Member Service Associate position is a tiered position with a solid compensation package and formal training modules YOU control your career advancement as you learn and execute new skills. Preference will be given to candidates with at least one year of banking experience. This position requires travel to other local branches on a regular basis. You must have reliable transportation. Job Duties and Responsibilities Empathizes with members and provides solutions to make it easy for members to acquire and effectively use NASA FCU products and services. Identifies member needs to provide...

Learning & Development Specialist Your role in our mission The Learning and Development Specialist will play a vital role in enhancing the skills and knowledge of our Operations employees through content and training creation, along with the facilitation of training. Supporting the success of operation agents, the L&D Specialist will create, edit, and maintain clear and accurate content that instills Prosper core values and empowers agents to deliver outstanding customer support. This role requires a creative individual with strong communication, written, and analytical skills, and a passion for fostering employee development. How you'll make an impact Develop accurate and user-friendly content for our internal knowledge base. Design, develop, and deliver learning solutions for new hire and tenured agents for product launches, system changes, policy updates, and ongoing skill development. Collaborate closely with subject matter experts, leaders, quality, and...

Description: CREDIT ANALYST - SPECIALTY LENDING We are looking for someone to join as a credit analyst supporting our specialty warehouse and equipment finance lending teams. Are you looking to join a supportive team that can provide you a long-term runway for your career in banking? Then, this position is right for you! POSITION SUMMARY: Provides credit analysis for the warehouse lending and equipment finance teams, coordination of credit reviews, and ongoing monitoring of the warehouse and equipment finance portfolios. The desired candidate will use independent judgement and discretion to investigate credit requests and manage credit risk within the portfolio. THIS ROLE IS ACCOUNTABLE FOR: Analyzing financial data of clients/prospects Preparing loan reviews/presentation on clients/prospects Assisting in the sales process Credit risk monitoring support Accountability/Responsibilities Analyzing financial data of clients/prospects - 30% Attend and...

Description: Looking for a new opportunity where you can make a difference and grow your career at the same time? Look no further. We’re Sonoran Desert Institute and we’ve been changing lives since 2000. Our team is growing, and we are seeking an experienced Financial Services Advisor to join our team. Our story: Sonoran Desert Institute (SDI) has been changing lives since 2000. As a DEAC accredited school, our mission is to provide students with current, industry-driven, quality education, delivered through online distance education and practical applications. SDI is an employee-owned company creating a culture with an ownership mentality at the foundation. We believe in rewarding our employees through the success of the institution. We’re proud to be recognized by the Great Place to Work Institute as a Great Place to Work for both 2023 and 2024 — and we’re just getting started.  Come be a part of our dynamic organization where you will have the...

Compliance Operations Analyst, Americas Our Local Programs and Regulatory Compliance team is responsible for ensuring compliance with local laws and regulations in the countries where we operate. The Compliance Operations Analyst supports the daily operations of the firms compliance program. This role provides hands-on exposure to how financial institutions maintain integrity, meet regulatory obligations, and manage risk. Youll work closely with experienced compliance officers to execute routine monitoring tasks, prepare reports, and maintain internal documentation.Candidates who have strong interest in building a career in regulatory compliance, risk management, or financial operations are welcome to apply. Key Attributes of the Ideal Candidate: Self-Starter Proactive and solutions-oriented, with a strong sense of ownership and the ability to work independently using available resources. Clear Communicator Able to convey information effectively across all levels of the...

Public Relations Associate (Asset Management) Who is Serotonin Serotonin is the leading go-to-market firm for transformative technologies, specializing in marketing, strategy, recruiting, and legal services. With a global team of 90 across 15 countries, Serotonin has supported over 300 clients in consumer tech, digital assets, venture capital, blockchain technology, and AI since its launch in 2020. From public relations and growth marketing to on-chain analytics and content, Serotonin delivers end-to-end go-to-market support to accelerate global innovation. About the role Serotonin is hiring a Public Relations Associate to support our asset management vertical, working across some of the most respected firms and portfolio companies in institutional crypto. This is a fast-paced, writing-heavy role focused on media strategy, thought leadership, and storytelling around the future of finance. Youll work closely with a Public Relations Director (your manager) and collaborate with...

Public Relations Associate (Asset Management) Who is Serotonin Serotonin is the leading go-to-market firm for transformative technologies, specializing in marketing, strategy, recruiting, and legal services. With a global team of 90 across 15 countries, Serotonin has supported over 300 clients in consumer tech, digital assets, venture capital, blockchain technology, and AI since its launch in 2020. From public relations and growth marketing to on-chain analytics and content, Serotonin delivers end-to-end go-to-market support to accelerate global innovation. About the role Serotonin is hiring a Public Relations Associate to support our asset management vertical, working across some of the most respected firms and portfolio companies in institutional crypto. This is a fast-paced, writing-heavy role focused on media strategy, thought leadership, and storytelling around the future of finance. Youll work closely with a Public Relations Director (your manager) and collaborate with...

Position Title: Senior Financial Analyst Locations: Jefferson City_MO Time Type: Full time Req ID: JR1195-Jefferson City_MO At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And...