Banking and Financial Services Jobs in Pennsylvania Remote
352 positions found — Page 2
Inside Sales Representative- Entry Level
Location: Chesterbrook, PA
Department: Structured Settlement/Purchasing
Ready to launch your sales career in financial services? JG Wentworth offers a highly awarded sales training program to excel in the Structured Settlement industry. We are looking for highly motivated, energetic individuals who want to learn. See why we have been named the IES Premier Sales Employer award winner from 2020 to 2024 with a nationally recognized training program!
The Inside Sales Account Executive role will call on customers that J.G. Wentworth has identified through our multi-channel marketing platform to offer liquidity for their future payment streams. Ideal candidates will have a strong personality, sense of individuality, and a drive/determination to help others. People skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.
Responsibilities
- Engage customers using warm leads from our existing database through various channels (phone, email, SMS, etc.)
- Build trust with empathy β listen to customersβ personal situations, understand their financial needs, and guide them through structured settlement options.
- Work and collaborate with members of cross-department teams to manage active, in-process business and provide exceptional, responsive customer service.
- Negotiate, deliver, and follow through to completion on client transactions.
- Responsible for achieving monthly KPIs set by management.
Qualifications
We donβt require prior sales experience β just the hunger to win, the empathy to connect, and the work ethic to grow!
- Bachelorβs degree OR prior experience in sales, customer service, or related field
- Strong communication skills β persuasive, confident, and an active listener
- High energy, competitive, and motivated by results
- Ability to think critically, analyze risk, and problem-solve on the spot
- Team player who can also excel independently
- Detail-oriented and professional, with a passion for helping others
The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.
Compensation: $40,000 base pay + uncapped commission with annual earning potential upwards of 75,000 and above.
Benefits:
- Full Medical/Vision/Dental Benefits
- 401K with Company Match
- 15 Days PTO
- Paid Vacations & Holidays
- An Unmatched Company Culture
- On-Site Gym & Gym Membership Reimbursement
- Employee Referral Bonuses
- Public Transportation Discounts
- Dog-friendly Office
- Business Casual Dress Code
Start building your career with J.G. Wentworth today!
J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.
#jgsls
Account Manager - Entry Level
Location: Chesterbrook, PA office- Hybrid schedule
The Entry Level Account Manager position is part of the Debt Resolution side of JG Wentworth. The role is focused around conducting heavy-volume negotiations with creditors in concurrence with the FDCPA (Fair Debt Collection Practices Act) and reaching settlements with the goal of lowering our clients' debt. Ideal candidates will have a strong personality and sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.
RESPONSIBILITIES
- Show up ready to learn every day as you work towards completing your Account Manager training. After completion and assignment to the department, ongoing training will also be provided.
- Bring a winning attitude as you join a team of Specialists that are among the best in the Debt Resolution industry
- Negotiate, deliver, and follow through to completion on client settlement offers and proposals between the client and the creditor
- Establish and maintain contact with creditors, collection agencies, collection law firms, and debt buyers
- Analyze client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible
- Review clientsβ banking accounts to determine funds necessary and available to execute the program
- Responsible for achieving monthly KPIs set by management
QUALIFICATIONS
- Bachelors degree or 3 years equivalent work experience
- No previous experience is required β we have a new-hire training program to develop the necessary skills
- Must take company excel assessment
- Strong business acumen and professionalism
- Excellent verbal and written communication
- High energy, competitive, passionate, and motivated to be #1
- Ability to thrive in a fast-paced environment
- Strong problem-solving skills
- Extremely detail-oriented
The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.
Account Manager Benefits:
- Full Medical/Vision/Dental Benefits
- 401K with Company Match
- 15 Days PTO
- Paid Holidays
- An Unmatched Company Culture
- On-Site Gym & Gym Membership Reimbursement
- Monthly, Quarterly and Annual Bonuses
- Employee Referral Bonuses
- Public Transportation Discounts
- Company Happy Hours
- Business Casual Dress Code
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.
A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.
Qualifications
- Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
- Lead in the selection of new personnel
- Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
- Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
- Work with management to establish growth, sales and profit objectives
- Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
- Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
- Conduct regularly scheduled sales and customer service meetings (at least monthly)
- Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
- Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
- Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
- Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
- Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
- Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
- Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
- Actively participate in the community as a reflection of the bank's goal for strong community involvement
- Handle advertising and contribution requests
- Integrate activities through communication with District Manager, Branch Administration, other management, etc.
- Other related duties as assigned or directed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Education/Training:
- Associates Degree in Finance or Business or equivalent training preferred
- Specialized banking education, experience or training
- Valid Driver License
Skills:
- Proficient reading, writing, grammar and mathematics skills
- Excellent interpersonal relation and communication skills
- Evidence of positive and effective leadership qualities
- Thorough knowledge of the features and benefits of bank products and services
- Consumer lending knowledge and authority
- Working knowledge of Bank operating policies and procedures
- Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Experience:
- Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
- Minimum one (1) year of supervisory experience required
- All applicants must be 18 years of age or older
Other:
This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).
Other Job Information
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $62,400.00/Hr.
Maximum
USD $88,000.00/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Essential Responsibilities:
- Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude
- Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly
- Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
- Ability to understand direction and adhere to established policies and procedures
- Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
- May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Requirements:
- High School Diploma or GED Required
- All applicants must be 18 years of age or older
- Travel is required to surrounding branches as needed
Skills:
- Basic math and computer skills
- Documentation skills with attention to detail
- Professional and friendly interpersonal and communication skills
- Clear thinking and ability to stay focused
- Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Experience:
- Prior customer service skills preferred
Other Job Information
Hours: 20 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $16.50/Hr.
Maximum
USD $21.53/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.
Essential Responsibilities:
- Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude
- Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly
- Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
- Ability to understand direction and adhere to established policies and procedures
- Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
- May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Requirements:
- High School Diploma or GED Required
- All applicants must be 18 years of age or older
- Travel is required to surrounding branches as needed
Skills:
- Basic math and computer skills
- Documentation skills with attention to detail
- Professional and friendly interpersonal and communication skills
- Clear thinking and ability to stay focused
- Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Experience:
- Prior customer service skills preferred
Other Job Information
Hours: 25 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $16.50/Hr.
Maximum
USD $21.53/Hr.
Description
The individual is responsible for various accounting functions within the Finance Department including, but not limited to, SEC reporting, financial reporting, month end closing including bank subsidiaries, and account reconciliations. The individual will maintain all relevant documentation for SOX 404 compliance and assist auditors with information requests. They will also assist management on special projects, as needed.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Perform accurate general ledger account reconciliations
- Post bank-wide journal entries
- Complete daily public fund collateralization analysis and submission
- Assist with various management reports
- Support internal and external audit requests
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect - Display a positive attitude in managing change while working under tight deadlines
- Client Focus - Ability to work independently while multi-tasking
- Inclusion - Communicate with questions when necessary
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating
- Leadership - Willingness to assist other areas of the Finance department, as needed
- Integrity - Maintain a strong focus on the completeness and accuracy of all work performed.
- Collaboration - Work collaboratively with members of the Finance department towards common goals and objectives.
- Volunteerism - Remain active in the local communities that we serve
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability - Understand accounting concepts to accurately make decisions within the general ledger, as well as management reports
- Innovation - Continually evaluate processes and procedures to effectively use technology
- Professionalism - Adhere to standard accounting policies and procedures
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- Staff Accountant I - Understands basic accounting concepts
- Staff Accountant II - Understands advanced accounting concepts
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Take advantage of training opportunities to advance knowledge of new accounting standards. Complete required online banking classes as assigned.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A Bachelor's (BA) or equivalent four-year college degree with a major in Finance or Accounting is required. In addition, between one and three years of related experience, preferably in a financial institution or public accounting environment, is preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, general ledger software and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close and distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually moderate.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.
Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.
Responsibilities
GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.
Job Functions
- Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
- Help evaluate and manage ongoing relationships with outside investment management firms.
- Conduct regular monitoring and reporting on approved/core investment managers.
- Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
- Ensure proper documentation on approved/core managers.
- Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
- Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
- Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
- Embrace a culture of continuous improvement and innovation within the research team.
- Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
Qualifications
Requirements
- Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
- 3+ years of experience in investment research.
- Understanding of global capital markets, investment vehicles, and manager research processes
- Strong analytical skills with experience in quantitative and qualitative research methodologies.
- Solid written and verbal communication skills.
- Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
- All applicants must be 18 years of age or older.
Other Job Information
Hours: 40hours/week
Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $92,000.00/Yr.
Maximum
USD $160,592.00/Yr.
NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by utilizing advanced technology and employing a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS).
The Corporate Attorney will be required to have skills in contract drafting and negotiation experience, and an ability and desire to assist with the legal needs of all areas of the company, including compliance, collections & recovery, corporate governance, regulatory audits, human resources, insurance, etc. This position will report to (and work closely with) the General Counsel & VP of Administration.
Essential Functions:
- Drafting, reviewing and assisting in negotiating contracts for all areas of the organization.
- Provide assistance (in coordination with Corporate Counsel, department leaders and our parent, WSFS Bank) for matters relating to regulatory compliance, audits, vendor management, corporate governance, collections and other similar matters.
- Responsible for assisting in advising business segments on legal issues related to commercial transactions (which may include advice regarding commercial loans and leases, new business originations, portfolio administration, customer service, collections, litigation, and credit support activities).
- Provide active legal support to the Collections and Recovery teams to help minimize charge-offs and maximize recoveries.
- Perform legal research on legal issues in leasing and finance law, and prepare memoranda regarding research findings to help guide companywide decisions
- Assist in representing the legal department in cross-functional teams and task forces formed to implement new business or legal policies, procedures and initiatives and work with other departments to resolve issues.
- Knowledge of applicable federal and state laws and statutes, including Uniform Commercial Code Article 2A.
- Assist as liaison to parent (WSFS Bank) on a wide range of business and legal matters, including compliance with banking regulations.
- Support the legal and executive team with daily administrative tasks as needed
- Work closely with Corporate Counsel of NewLane to grow in the role (with opportunity to grow to take on additional responsibilities).
Requirements:
- The successful candidate will have a Juris Doctorate (JD) and be licensed to practice in Pennsylvania.
- Must have mature judgment and excellent analytical and communication skills (verbal and written).
- Candidate must have a βbusinessβ mindset, with an understanding or strong desire to learn the commercial finance and banking industries.
- One to three years of relevant experience practicing law at a law firm, regulatory/governmental agency or corporate legal department. Prior practice or experience in commercial leasing/financial industry or banking sector is preferred.
- Contract drafting and negotiation experience preferred.
- Strong organizational skills.
- Must possess a βcompliance mindsetβ and able to work well with auditors and other third parties on compliance and regulatory matters.
- Ability to conduct effective legal research, drawing appropriate conclusions and presenting findings to leadership.
- Desire to learn and grow in the role under the leadership (and mentorship) of the Corporate Counsel and other leaders.
- Must possess ability and desire to think and lead on a strategic level within an organization while also delivering on day-to-day duties.
- Ability to work both independently and collaboratively in a project setting with members of other departments.
- Ability to work quickly and effectively without sacrificing quality.
- Must have legal right to work in the U.S.
- Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Teams).
The successful candidate will receive a competitive compensation package, excellent benefits package to include Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much moreβ¦
NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
NewLane Finance will not be able to provide Relocation or Sponsorship
About Canada Life Reinsurance
Canada Life Reinsurance (CLRe) is a division of Great-West Lifeco Inc. (Lifeco) and a leading provider of client focused reinsurance solutions in the United States, Europe and, more recently, Asia. CLRe offers a range of innovative risk and capital management solutions covering mortality, longevity, health, lapse and investment risk for insurers, reinsurers, and pension funds. CLRe is continuing to expand the reinsurance solutions it offers to new and existing clients in many global markets.
CLRe has offices in Philadelphia, Toronto, Dublin, Bermuda and Barbados. We are comprised of approximately 400 reinsurance professionals, including 110 actuaries and trainee actuaries, generating C$900M earnings per year.
At CLRe we offer a flexible, open and friendly environment where high performance and hard work are recognized and rewarded. We have created an environment where diversity of thought and perspective is embraced and where everyone can bring their full selves to work and feel valued, respected and supported to reach their full potential.
Lifeco and its companies have approximately $2.8 trillion in consolidated assets under administration.
Role Overview
We are seeking a talented and commercially minded senior reinsurance lawyer with 4 β 8 yearsβ post-qualification experience to join our growing Legal team.
This is a full-time permanent position based in the U.S. While our preference for the position is that the candidate will be based in our Blue Bell, Pennsylvania office on a hybrid working basis (three office days per week), we will consider a more flexible working arrangement for the right candidate.
The role will lead legal support for our US business and offers the opportunity to work on highβvalue and sophisticated reinsurance transactions, projects, as well as supporting our US business on other legal matters with the support of external counsel, where necessary.
Experience in the negotiation and drafting of reinsurance treaties is essential.
Responsibilities
- Draft, review, and negotiate a wide range of reinsurance treaties and related contracts, including bespoke agreements to support innovative and industry leading products and solutions.
- Lead and support the negotiation of a wide variety of reinsurance transactions across the US Structured Life, Health and P&C sectors, including quota share, surplus share, excess of loss, CAT, stopβloss, longevity, mass lapse, financing reinsurance, asset intensive as well as other bespoke structures and retrocession arrangements.
- Provide strategic legal advice on transactional, regulatory, and commercial issues.
- Work with business development teams to design new structures and treaty documents based on term sheets and prepare transaction documents that accurately bind business intentions.
- Work closely with internal stakeholders across Legal, Compliance, Actuarial, Business Development, Underwriting, and Executive teams.
- Provide clear, pragmatic legal advice on regulatory and governance matters.
- Assist with due diligence queries, transaction management, and postβcompletion activities.
- Support ongoing legal risk management, policy updates, and corporate governance requirements.
- Oversee and support US compliance matters managed by the US Compliance team.
Education:
- JD from an accredited US law school with admittance to at least one US State bar.
Experience:
- A minimum of 4 yearsβ reinsurance experience gained in a reputable law firm and/or inβhouse legal department.
- Experience in P&C, Health and Structured Life reinsurance transactions.
Skills
- Demonstrated capability in negotiating and drafting transaction agreements and other complex commercial contracts.
- Excellent technical legal skills and the ability to communicate complex concepts clearly.
- Strong organizational and projectβmanagement skills, with the ability to manage multiple workstreams.
- A collaborative working style and confidence in engaging with senior stakeholders.
Knowledge
- Strong understanding of reinsurance, insurance and general corporate and commercial principles.
- Attention to detail and a thorough and analytical mindset.
- Proactive and solution focused approach to problemβsolving.
- Commitment to continuous learning and industry awareness.
What We Offer
A comprehensive benefits package including competitive salaries and bonuses.
A flexible hybrid working model for most of our positions promoting a balanced approach to work.
The opportunity to work on sophisticated, high value and marketβleading reinsurance transactions and to be part of a global company with a strong, internationally recognized brand.
A supportive and collaborative working atmosphere with an emphasis on professional development where staff are supported to flourish and reach their full potential.
Career growth in an expanding business and the opportunity for international travel.
Application Process
Interested candidates are invited to submit a rΓ©sumΓ© outlining their qualifications and experience and send to
Closing date for applications is Friday 27 March.
Retirement Plans Account Specialist
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Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.
We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.
Key Responsibilities
Responsibilities include, but are not limited to:
- Provide timely administrative and operational support to retirement plan clients and advisory team members
- Respond to client inquiries and assist in resolving questions or issues related to accounts
- Maintain consistent communication with clients, prospects, and external partners
- Document interactions, workflows, and activity in the firm CRM (Salesforce)
- Support preparation and distribution of quarterly investment review reports
- Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
- Prepare and update participant communication and education materials and presentations
- Review paperwork for completeness and accuracy; guide clients on documentation requirements
- Facilitate plan conversions, transfers, and account onboarding activities
- Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
- Maintain electronic records and client files in accordance with firm standards
- Participate in client and prospective client meetings as needed
- Conduct participant education sessions when appropriate
- Collaborate effectively with internal team members and take ownership of assigned outcomes
- Represent the firm through participation in client and networking events
- Perform additional duties as assigned by management
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To be considered for this position, you should possess the following qualifications:
- Associate or bachelorβs degree (Business or related field preferred)
- 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Experience with CRM platforms (Salesforce preferred)
- Familiarity with retirement plan tools (RPAG preferred)
- Strong organizational and time-management skills
- Professional communication and client service orientation
- Attention to detail and accuracy in documentation and reporting
- Ability to manage multiple priorities in a collaborative team environment
We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!
Fragasso Financial Advisors has previously received βBest Places to Workβ awards by organizations such as the Pittsburgh Business Times and Investment News.1
Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT
Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.
1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.
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Do you get satisfaction out of helping others and offering sound advice? If youβre a βpeople personβ who enjoys building positive relationships with customers, then this is the job for you!
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Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β youβll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.Β
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Youβll get to know customersβ personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. Youβll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youβll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youβll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
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Meaningful work & relationships β Youβll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community β Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Youβll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experienceΒ
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Remote working/work at home options are available for this role.
At Securian Financial the internal title for this position is Product Sr Analyst or Product Consultant. The title and salary will be determined based on experience and applied skills.
Position Overview
The Risk, Compliance and Law Technology Product Consultant is responsible for driving product direction, defining requirements, and delivering measurable value for products supporting the Risk, Compliance, and Law (RiCoLaw) domain. This role aligns business objectives, customer needs, regulatory requirements, and enterprise risk priorities to deliver reliable, user-friendly, and sustainable technology solutions.
Serving as an agile champion, this role focuses on solving business and customer problems through thoughtful product strategy, backlog prioritization, and data-driven decision making. The Analyst partners closely with stakeholders to define outcomes, identify key performance indicators, and ensure delivery of solutions that support risk-informed decisions and enterprise governance objectives.
This role also serves as a workstream lead across RiCoLaw programming and support systems, contributing to medium to large initiatives and portfolio efforts. By leveraging domain expertise and strong stakeholder engagement, the Analyst helps protect employees, customers, and enterprise value..
Responsibilities include but are not limited to:
Maintenance and System Support (60%):
Serve as a subject matter expert for Integrated Risk Management tooling, collaborating with cross-functional teams to ensure effective system configuration, alignment with the Common Risk Framework and business strategy, and data quality. This will include development and administration activities within tools.
Take a consultative approach to create requirements documents for system builds or changes, empowering teams to develop solutions and internal documentation with guidance and knowledge transfer.
Act as a liaison between vendors and internal customers to identify requirements and implement necessary system changes.
Oversee releases by reviewing new features, facilitating testing, and developing documentation and communication materials for large implementations.
Ensure system security through role creation, security groups, and compliance with legal requirements and internal standards.
Ensure quality, managing ET Standards quality assurance activities, test case creation and documentation.
Manage team SLA adherence to ET department standards.
Develop and maintain technical documentation and training materials of system processes
System Enhancements and Optimization (40%):
Provide leadership and subject matter expertise to a diverse set of stakeholders from the business, portfolio management, governance teams (Enterprise Architecture, ECS, etc.), and technical areas to articulate the business need and ensure technical solutions meet business objectives and goals. (Business case development and value optimization)
Collaborate with Module Leads and Business Owners, leadership, and the RiCoLaw/Corporate Services Technology team to understand end-user needs, evaluate processes, and identify automation opportunities across functional areas.
Act as a change agent for systems in our portfolio, enhancing capabilities to drive adoption, improve efficiency, and enhance user experience.
Provide assessment and impact analysis of feature releases and lead optimization projects to maximize system potential for business users.
Assist the Product Owner in developing the product roadmap, aligning capabilities with business objectives, and recommending improvements to streamline processes and enhance the end-user experience.
Serve as a technology lead to ensure the success, adoption and innovation of current and future technology solutions
Other duties:
Perform project management activities as needed to drive technology solutions that meet business outcomes. Manage small to medium sized projects. Drive decisions related to project planning, execution and closure. Assist with the research, selection, implementation and management and roll out of new technology solutions. Continually assesses business needs and implements solutions that will ensure customer expectations are met or exceeded by enhancing system capability and performance. Contribute to the ongoing change review process and advises on priority, impact, and cost of new change requests. Serves as system administrator for required platforms and ensures our systems are ran safely and securely. Enforce ET operating principles into business strategies
Manage the requirements effort on small, less complex assignments. Utilize knowledge and experience from requirements reviews and testing activities to produce requirements used as a guideline for application development and test planning. Apply the appropriate requirements techniques, tools and templates based on the Solution Delivery Approach (e.g., traditional or Agile), project complexity and size.
Develop and communicate the requirements plan.
Identify resources for elicitation, capture the business need, document elicitation results and confirm expressed stakeholder requirements and concerns.
Produce quality requirements which meet the business needs, objectives and acceptance criteria to be used for design, development, testing and user acceptance.
Manage the requirements approval, baseline, solution validation and change management activities.
Finalize and archive all requirements related documentation.
Responsible for providing leadership to all project stakeholders to coordinate decisions related to planning, development, design, testing and implementation of business solutions. This requires extensive knowledge of multiple division products and plans, proprietary business processes and systems, business workflow, vendor systems, contractual, client and\or regulatory requirements.
Qualifications
Bachelor's Degree or an equivalent combination of education and directly related work experience required.
In-depth understanding of Governance, Risk, and Compliance (GRC) or Integrated Risk Management (IRM) domains and work experience.
Experience in system life-cycle phases, requirements elicitation, analysis, design (which includes Securian Governance processes), quality assurance testing, implementation, deployment, and system upgrades.
Ability to effectively present technical and functional information in a manner that is understandable to all levels of the organization.
Project management experience with demonstrated ability to multi-task and prioritize.
Advanced analytical skills including excellent problem-solving skills with an understanding of core Integrated Risk Management business practices
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.
#LI-hybrid **This position will be in a hybrid working arrangement.**
The estimated base pay range for this job is:
$89,000.00 - $164,300.00Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
Remote working/work at home options are available for this role.
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As a Citizens Teller - YOU make a real difference for our customers and the branch team.
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What you'll do
Youβll greet our customers in our lobbies. Youβre comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. Youβll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships β Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community β Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
Career opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GEDΒ
Minimum of 6 months experience processing transactions (cash and/or digital payments)Β
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
Strong listening and communication skills
Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
Ability to problem solve and provide solutions to customer issues
Customer-centric to deliver exceptional service
Comfortable with using digital technology to support the delivery of business goals
Ability to work branch hours, which can include weekends and evenings
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. Youβll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. Youβll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred Skills/Experience
~1 year of experience processing transactions (cash and/or digital payments)Β
~ Motivates others, like teammates, business partners, and specialists, through collaboration
~ Process-oriented, energetic, detail-oriented and ability to multitask effectively
Hours & Work Schedule
Hours per Week: 30
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $21.00 - $22.70 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.Β
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
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For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
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USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
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For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
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USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
$15/hour
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Ages 16+
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At Cedar Point, work is FUN! As a host and cashier, youβll greet and welcome guests to our world class Resort locations. Youβll alsoβ¦
- Assist with various functions of the restaurant, seat guests, take food to the table, bus tables, and assist with dish washing as needed.
- Maintain an outgoing, friendly disposition while interacting with our guests.
- Provide guest service according to Cedar Point standards
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Some of our amazing perks and benefits:
- Paid training and FREE uniforms!
- FREE Admission to Cedar Point and our other properties!
- FREE tickets and discounts to local attractions!
- FREE tickets for family and friends!
- 20% discounts on food and merchandise!
- Employee-only ride nights, game nights, and FREE FOOD events!
Responsibilities:
Come join our world class team at Cedar Point. Cedar Point provides premiere entertainment with 200+ acres of FUN and we want YOU to join us in making people happy. As a member of our team, youβllβ¦
- Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
- Interact with different people of all ages and backgrounds.
- Gain skills, knowledge and experience that will benefit your future.
Qualifications:
- You!
- People who love helping others and will support the needs of our guests and associates.
- Good judgement and a commitment to safety.
- Ability to work and interact with people from diverse backgrounds.
- Individuals with a passion and excitement about Cedar Point.
- Availability to include some weekdays, weekends, evenings, and holidays.
Remote working/work at home options are available for this role.
WHO WE ARE
High Rise Financial is a fast-growing financial and medical liens company. We have two service offerings:
- Plaintiff Cash Funding: We provide money upfront to clients who are hurt due to an accident, instead of having to wait for their legal case to settle. We take pride in helping our community by keeping our injured clients financially afloat during difficult times due to an accident that was not their fault.
- Doctors and Surgery Centers on Lien: We have a network of doctors, surgery centers and hospitals that treat personal injury victims on lien. We provide funding for surgery centers and hospital fees. We also assist with doctor scheduling and coordinating client medical care.
We are quickly becoming a leader in the space known for our high ethical standards, clearly defined terms, and fair repayment for personal injury victims. High Rise Financial provides law firms with a trusted source to refer their clients and buy them time to get the award amounts their clients deserve.
Donβt take our word for it. Check out our Google and Yelp reviews and come be a part of our winning team!
WHAT YOUβLL DO
Important: This role may involve extensive regional travel. The position also requires frequent travel to surrounding states for law firm meetings, conferences, etc. including regular 2-3+ hour drives, short flights, and overnight stays in hotels.
As an Account Manager Outside Sales, the following will be your duties:
- Meeting sales targets to increase revenue.
- As an account manager, you will build and maintain relationships with personal injury law firms to expand our attorney referral base.
- Take lawyers, paralegals, and case managers out to lunches, dinners, and meetings to grow and maintain relationships with personal injury firms.Β Β
- Attend legal events, legal networking events, and trade shows to meet attorneys and paralegals.
- In addition to face-to-face meetings, you will make contacts via inside sales using our CRM sales software.
- Maintain records of all sales leads and/or customer accounts.
- Educate law firms on how our services can benefit them and their clients.
- Exercise diligence in planning, follow-up, and closing deals by working with law firm personnel to facilitate the accumulation and prompt return of requisite documents.Β
WHAT TO EXPECT
- Potential for extensive weekday travel depending on territory needsΒ
WHAT YOUβLL NEED
- Must have 2+ years of inside or outside sales experience.
- Demonstrated success in building relationships, meeting goals, and delivering results.
- Proficiency in developing sales strategies and utilizing performance metrics.
- Familiarity with MS Office and Salesforce preferred.
- Strong written and verbal communication skills.
- Effective organizational and leadership abilities.
- Proven problem-solving skills.
- High energy, ambitious, and reliable with a positive demeanor.
- Comfortable cultivating relationships in social settings.
- Ability to work independently in a fast-paced environment.
- Excellent organizational, planning, and multitasking abilitiesΒ Β
BENEFITSΒ
- Compensation: Earning potential over $115,000 annually
- Base Salary $60,000 to $80,000 annually (depending on experience & state residency as we have positions available across the county).
- Commission $15,000 to $55,000 per year is the practical range but since we have no cap, exceptional employees can exceed that high mark
- Work from home β enjoy your own space!
- Health, Dental, and Vision insurance provided with full-time employment
- Paid holidays and paid time off
- 401K or a Roth IRA
- Fast-growing company with room for growth!Β
KEYWORDS
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Remote working/work at home options are available for this role.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $165,000 - $225,000 per year
A bit about us:
Weβre a business- and financial-services practice that doesnβt do fluff. At Gebhardt & Smith, we represent banks, funds, leasing companies, and commercial borrowers across the U.S. Our transaction group handles everything from syndicated credit facilities and real estate lending to SBA work, equipment financing, workouts, and restructurings.
Youβll be among attorneys who are comfortable with complexity, on tight timelines, and who value high standards. We have offices in Maryland, Delaware, and Virginiaβand our footprint opens doors into banking and commercial finance clients across multiple jurisdictions.
Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #)
Why join us?
Work on nationally relevant, high-stakes finance and real estate deals.
Opportunity to lead or co-lead transactional matters (not just subordinate work).
High responsibility and visibility from day one.
Clear path to equity or partner, based on performance.
Competitive benefits: healthcare, 401(k), PTO, CLE support, flexibility on hybrid/remote work (as needed by deal flow).
Collegial cultureβsenior attorneys are accessible, mentorship matters, your voice is heard.
Job Details
You will:
Serve as lead or key co-counsel on commercial finance, lending, and real estate transactions (construction, acquisition, development, term, mini-perm, permanent).
Draft, negotiate, and review credit agreements, security documents, intercreditor agreements, subordination, participation agreements.
Work on restructurings, workouts, collateral enforcement, foreclosures, and distressed debt matters.
Collaborate with banking clients and internal stakeholders (lenders, borrowers, funds).
Oversee junior associates, delegate tasks, and review work.
Stay current on regulatory, tax, UCC, and securities developments that impact commercial finance.
Participate in business developmentβcultivate relationships in the financial and lending community.
What you bring (must-haves):
4β8 years (or more) of experience in transactional banking, commercial finance, real estate lending, or related work.
Strong drafting, negotiation, and analytical skills.
Experience navigating multi-jurisdictional issues; familiarity with UCC, securities, state and federal lending law.
Excellent academic credentials and strong work ethic.
Ability to manage multiple deals, priorities, and high volume.
Comfortable interfacing with clients and taking ownership.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobotβs policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Remote working/work at home options are available for this role.