Banking and Financial Services Jobs in United States

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties/Functions/Tasks:

• Provide excellent customer service in a fast-paced environment to all stakeholders by responding to requests for service timely, accurately and professionally.
• Reconcile complex financial transactions in accordance with established policies and procedures, exercising judgment in decision-making.
• Identify, analyze, escalate and help resolve inquiries, addresses exceptions and serves as a point of escalation, when needed.
• Understand the operations workflow and core system functionality to help troubleshoot and identify impacts of proposed projects, initiatives, and changes.
• Collaborate with other departments on reconciliations, processing and projects.
• Produces solution requirements using job shadowing, interviews, business process descriptions, operating procedures, policy guidance, business analysis, task analysis and workflow analysis.
• Monitor, identify and report emerging issues related to members and other business partners to ensure Anti-Money Laundering, OFAC, fraud or other risk issues are escalated and addressed on a timely basis.
• Tests, validates, and ensures the ongoing system functionality and validity of associated/assigned operations systems.
• Knowledge of Bank operations Fedwire, custody, and CFR regulations.
• Understand and ensure compliance with required SOX and Operational controls.
• Support testing, execution, and documentation for projects.
• Develop and regularly review department processes and procedures.
• Responsible for the integrity of Bank and member data.
• Other duties as assigned.

Qualifications:

• Bachelor's degree preferred, however, two years of business education and/or equivalent work experience required
• Proven experience with accuracy and details
• Proven experience in transaction execution, ownership and accountability for work
• Banking industry certifications are a plus
• 3-5 years proven customer service experience; phone customer service experience preferred
• Strong verbal and written communication skills essential
• Proficient PC skills including Word and Excel; database experience a plus
• Ability to work within a team environment is essential

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

• Oversight over end-to-end payroll operations, compliance, and transformation for North America (U.S. and Canada), with potential future geographic expansion.
• Serve as the technical payroll regulatory expert for North American Payroll statutory requirements, tax compliance, and regulatory reporting (Sarbanes-Oxley (SOX), federal, state/provincial, and local).
• Design, implement, and maintain foundational payroll processes, controls, and organizational infrastructure to support current and future-state operations.
• Drive payroll system configuration, integration, and reporting customization initiatives across payroll and HR platforms (ADP, SAP, BambooHR, or similar enterprise HR Information Systems).
• Lead automation and optimization initiatives to enhance efficiency, accuracy, and scalability of payroll operations.
• Establish and maintain disciplined quality oversight frameworks with quantifiable metrics and KPIs to measure accuracy, timeliness, and compliance.
• Implement continuous improvement methodologies and track performance metrics to drive operational excellence.
• Manage business process design and documentation, ensuring standardization and scalability across regions.
• Lead system and supplier evaluations, implementations, and vendor management activities.
• Collaborate effectively across time zones with the India-based payroll team, providing guidance, training, and operational oversight.
• Partner with HR, Finance, IT, and external vendors to ensure seamless payroll execution and issue resolution.
• Establish and maintain payroll process documentation, audit controls, and SOX compliance requirements.
• Conduct root cause analysis on payroll discrepancies and implement corrective and preventative actions.
• Champion a culture of continuous improvement, innovation, and employee experience excellence.

• Bachelor's degree in Accounting, Finance, Business, Human Resources, or related field.
• 8+ years of progressive payroll experience with 5+ years in a leadership or management role.
• Deep technical expertise in U.S. payroll regulations, tax compliance, and statutory reporting requirements.
• Experience working in fast-paced, ambiguous, high-growth environments where foundational infrastructure and processes are being established.
• Significant hands-on experience with payroll and HR system configuration, including workflow design, integration development, and custom reporting.
• Proven track record of automation and optimization initiatives (e.g., RPA, RDA, AI/ML, Microsoft Power Automate, API integrations).
• Demonstrated experience establishing quality oversight frameworks with quantifiable metrics (accuracy rates, SLA compliance, error reduction, cycle-time improvements).
• Strong foundation in business process management, including process mapping, standardization, and continuous improvement methodologies.
• Proven success leading system implementations, vendor evaluations, and supplier management projects.
• Experience working across multiple time zones and managing or collaborating with geographically distributed teams.
• Strong analytical and problem-solving skills with the ability to manage complex data, compliance requirements, and multi-system integrations.
• Proficiency with payroll, finance, and HR systems such as ADP, SAP, BambooHR, or other enterprise HRIS platforms.
• Excellent communication, collaboration, and stakeholder management skills with the ability to influence across all organizational levels.

• Advanced degree (Master's in Business, Accounting, Finance, or related field).
• Professional certifications such as Certified Payroll Professional (CPP) or other recognized payroll credentials.
• Lean Six Sigma certification or equivalent process improvement certification.
• Understanding of payroll governance, audit, and control frameworks (SOX, COSO, ISO, or similar).
• Experience with Canadian, South American, and other regional payroll regulations.
• Advanced Excel/data analysis skills and experience with business intelligence tools (Tableau, Power BI, etc.).
• Project management certification (PMP, Agile, etc.) or demonstrated project management experience.
• Experience designing and implementing shared service or center of excellence (COE) operating models.
• Knowledge of change management principles and experience leading organizational transformation initiatives.
• Familiarity with HR transformation, digital workplace initiatives, and employee self-service technologies.

• Technical Expertise: Deep understanding of payroll regulations, system architecture, and compliance requirements.
• Quality & Metrics Orientation: Data-driven approach to quality management with focus on measurable outcomes and continuous improvement.
• Process Excellence: Strong business process management capabilities with ability to design scalable, efficient workflows.
• Change Leadership: Comfortable with ambiguity and skilled at building infrastructure in high-growth, evolving environments.
• Global Collaboration: Ability to work effectively across cultures and time zones with distributed teams.
• Strategic Thinking: Balances tactical execution with strategic vision for future-state organization design.
• Innovation Mindset: Proactive identification and implementation of automation, technology, and process improvements.
• Stakeholder Management: Strong influencing and relationship-building skills across all organizational levels.

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.

Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

PRIMARY RESPONSIBILITIES

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Undertake additional professional development such as the CFA program.
• Assume other responsibilities as required.

JOB REQUIREMENTS

• Bachelor's Degree in finance, accounting, or a related field
• Strong interest building a career in Investment Management, working with institutional investment portfolios
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• High attention to detail and time management
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Investment management or related industry experience a plus

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description:

Berklee is searching for an analytical and proactive Senior Finance Accountant to join our Accounting team. If you are a financial professional who thrives in a mission-driven environment and enjoys the intersection of technical accounting and innovation, this is your chance to shine. At Berklee, every spreadsheet and reconciliation directly supports our student-centered goal: providing world-class musicians and performers with the resources they need to succeed. At Berklee, your work directly supports the next generation of creative leaders.

About the Role & Responsibilities

Reporting to the Director of Accounting, the Senior Finance Accountant oversees the integrity and control of Berklee's financial records. This role is the primary lead for Property, Plant, and Equipment (PP&E), lease accounting, and bond compliance. This is a vital position that ensures our physical campus and financial assets are managed with precision.

Key Responsibilities:

• Capital Asset Management: Oversee the purchasing, tracking, depreciation, and reporting for all PP&E. You'll review capital accounts within Workday, manage routine inventories, and provide monthly depreciation forecasts.
• Lease Accounting (ASC 842): Manage rental income and lease reconciliations. You'll ensure rent expenses, right-of-use assets, and liabilities are recorded in strict accordance with ASC 842 standards, keeping pace with FASB changes.
• Bond Compliance: Handle bond-related accounting and assist leadership with annual reporting and compliance requirements.
• Reporting & Audits: Support the Director of Accounting with annual filings (such as 3ABC and Census Bureau surveys) and prepare comprehensive work paper packages for the fiscal year-end audit.
• Month-End Close: Assist the Assistant Controller with journal entries and reporting to ensure a smooth and accurate close process.
• Process Improvement: Create and update procedural manuals to ensure the accounting team remains efficient and innovative.

What You'll Bring

We are looking for an organized teammate who can work independently and make sound decisions in a fast-paced environment.

Key Requirements:

• Bachelor's degree in Finance or Accounting.
• 5+ years of accounting experience (experience in higher education or non-profits is a plus).
• Strong technical knowledge of ASC 842 lease standards.
• Proficiency in modern accounting software and spreadsheet applications (experience with Workday is highly desirable).
• A detail-oriented mindset with the ability to manage multiple projects simultaneously.
• Excellent interpersonal and communication skills to collaborate with colleagues and constituents across the institution.

Berklee Culture & Benefits

Berklee's mission is to educate, train, and develop the world's most inspired and innovative artists. You'll be part of a passionate, diverse, and global community dedicated to this vision.

Here, you'll find:

• A mission-driven culture where your ideas matter and your impact is visible.
• A diverse and inclusive community committed to lifelong learning and collaboration.
• Generous Paid Time Off (PTO) and paid holidays, including a winter break, to support work-life balance.
• Comprehensive health, dental, and life insurance plans.
• Tuition benefits for you and your family, including free or discounted courses.
• Retirement planning with a 403(b) plan and matching contributions.
• Access to unforgettable performances, guest artists, and events.

Join us in ensuring the financial foundation of the future of music and performance!

Hiring Range: $95,000 to $113,000; salary dependent on relevant experience and education.

Please visit the Total Rewards page to learn more about the benefits of working at Berklee.

This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Berklee:

We support an inclusive workplace where everyone excels based on personal merit, qualifications, experience, ability, and job performance. Berklee affirms that inequality is detrimental to our faculty, staff, students, and the communities we serve. Our goal is to make lasting change through our actions. Berklee is committed to providing fair and equitable consideration of all employees and applicants without regard to race, color, religion, ancestry, age, national origin, place of birth, gender, sexual orientation, gender identity or expression, disability, genetic information, or status as a member of the armed forces or veteran of the armed forces, or any other category protected by federal, state, or local law.

As part of this commitment, Berklee will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Team at or call 617-747-2375.

*Currently enrolled Berklee students are not permitted to apply for staff or faculty positions.*

40 hours

Monday – Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth!

Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work ®. Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well:

• 
  
• 
  Best Workplaces for Millennials
  
  
• 
  Best Workplaces for Women
  
  
• 
  Best Workplaces in Financial Services and Insurance
  
  
• Best Workplaces in New York State
  

Additionally, for more than a decade, ESL has been a “Rochester’s Choice” award winner and a “Training Top 125” recipient!

ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.

As a Universal Banker at ESL you will:

• 
  
• Create a positive face to face member experience
  
• Build long lasting relationships with members
  
• Work in both a Teller or Relationship Banker position depending on branch needs
  
• 
  

  Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner

  
  
  
• 
  

  Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions

  
  
  
• 
  

  Educate and Refer a variety of products and services to members

  
  
  
• 
  

  Assist members with accounts, loans, fraud and maintenance

  
  
  
• Learn about the banking and finance industry
  
• Gain exposure to career opportunities at ESL
  

ESL has 33 branch locations throughout the Rochester and Finger Lakes regions. This position is flexing and floating to a majority of our branches until placement is made at one branch. You will be eligible to receive a $140.00 car allowance at the conclusion of the month.

Eastside District

Central District

Westside District

Finger Lakes

Brighton Henrietta

Bulls Head (Downtown Rochester)

Batavia

Auburn/Union Springs

Fairport

Chestnut St. (Downtown Rochester)

Brockport

Canandaigua/Geneva

Penfield

Chili

Cobblestone

Pittsford

Goodman

Geneseo

Newark/Phelps

Webster

Hudson Ave

Long Pond

Seneca Falls/Waterloo

Twelve Corners

Irondequoit

Medina

Victor/Farmington

Lake Ave

Mt. Read

Ridgeway

• 
  
• One year in sales/service in the financial services, retail, professional services worker industries
  
• High School diploma or High School equivalency diploma required
  
• Strong communication, problem solving and decision making abilities
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Prior Sales Experience preferred
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• 
  

  Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL

  
  
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.

ESL offers a very generous compensation and benefits package including health, dental, life, 401k, vacation, paid holidays, performance incentives, and more.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KM1

40

Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs.

Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.

$31.11 per hr.

At ESL, we have a greater purpose and so do you. It’s more than a job, it’s your unique journey.

ESL is seeking for a Financial Service Representative to support our Cobblestone and Victor offices which supports the financial needs of these growing communities. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.

The Cobblestone and Victor offices have been identified as one of ESL’s leading markets for wealth opportunities. In this role you will work closely with ESL’s wealth management team to share best practices and foster career growth.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

• 
  
• Bachelor’s Degree or 4 years of directly related experience.
  
• In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
  
• FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
  
• FINRA Series 6 or Series 6 top off license is required.
  
• FINRA Series 63 license required (Series 66 will meet this requirement)
  
• NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
  
• High proficiency in building customer and peer relationships
  
• Strong analytical, critical thinking, problem solving and decision making abilities
  
• Excellent written and verbal communication skills
  
• Effective time management skills
  
• Proficient in the use of Microsoft Office applications
  
• Demonstrates a high degree of flexibility in support of customer needs
  
• Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
  
• Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
  
• Ability to build rapport with diverse member base within the community
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper.
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities:

• Develop a deeper understanding of FHLB Des Moines Relationship member process using written and oral communication skills and assortment of software skills.
• Become fully immersed in the QLIK platform: in order to support RM's with business development activities to determine opportunities that leverage a member's capacity and to help the RM's anticipate maturities or changes in advance usage.
• Learn how to use tools that suggest RM's with business development in order to do research on collateral, headlines that impact our members, sourcing financial announcement that would impact our members credit risk (resources would be Bloomberg, S&PCapitalIQ, Rating agency websites, WSJ).
• Assist RM's with Credit Sales calls coordinating and scheduling meetings with regulators, members, and interested parties.
  • Develop agendas and finalize materials that support the agenda
  • Update outreach materials that can be used for prospective and current members and also utilized for regulator meetings
  • Updating systems with member contact data, documenting sales calls, and executing follow up activities
• Provide standard ad hoc reporting to internal and external audiences

• Collaborate with cross-functional teams to support and execute a variety of projects
• Maintain communication with key external stakeholders to answer questions, offering additional support, and routinely deliver metric reports , and other operational updates based on their needs.

Qualifications:

• Must be a student currently enrolled and pursuing a degree in Finance, Marketing, Data Analytics, or similar topics
• Either a senior in college, a graduate, or post-graduate
• Desired skills and Experience:
  • Proficient with MSOffice tools and able to learn other software that support the team
  • Ability to work effectively in an environment with tight deadlines and constant change
• Effective written communicator as a large percentage is over email and is high-level external contacts
• Self-starter, able to work well without constant direction
• Creative, problem-solver

Compensation Range:

This compensation range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL’s self-service and digital service offerings.

ESL is currently seeking a Universal Banker to work in our Medina office to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.

As a Universal Banker at ESL you will:

• 
  
• Create a positive face to face member experience
  
• Build long lasting relationships with members
  
• Work in either a Teller or Relationship Banker position depending on the branch needs
  
• 
  

  Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner

  
  
  
• 
  

  Help members recognize and obtain the most appropriate solutions for their financial needs

  
  
  
• 
  

  Educate and Refer a variety of products and services to members

  
  
  
• 
  

  Assist members with accounts, loans and maintenance

  
  
  
• Learn about the banking and finance industry
  
• Gain exposure to career opportunities at ESL
  

• 
  
• One year in sales/service in the financial services or comparable industry required
  
• High School diploma or High School equivalency diploma required
  
• Strong, communication, problem solving and decision making abilities
  
• Prior Sales Experience preferred
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KZ1

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:

$19.66 per hour + 10% premium for bilingual positions

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL’s success

• 
  
• Process customer transactions effectively, efficiently and accurately
  
• Meet transactions per FTE target
  
• Meet balance accuracy standards
  
• Participate in achieving team lead objectives.
  
• Participate in efforts to achieve unit’s customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
  
• Ensure compliance with Audit/Operational controls
  
• Adhere to member focus processes and expectations
  
• Participate in coaching processes to improve proficiency in Member Focused behaviors
  
• Attend sales meetings, participate in sales activities to increase sales success
  
• Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
  

• 
  
• High School diploma or High School equivalency diploma required
  
• Bilingual English/Spanish speaking proficiency required
  
• 6-12 months teller experience preferred
  
• Proficient in PC applications
  
• Good verbal and written communications skills
  
• People and team oriented
  
• Prior sales experienced preferred
  
• Maintains a high degree of flexibility in support of branch needs
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KZ1

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties/Function/Tasks:

• Perform first-call resolution or escalation for Service Desk requests
• Document, research and resolve technical problems to ensure resolution in a timely manner and recommend process improvements
• Analyze, troubleshoot, and resolve hardware and software issues involving third-party vendor support, as needed
• Provide hands-on conference room, desk-side and walk-up support
• Perform desktop hardware services and repairs, including imaging and remote assistance
• Deploy images and AppStacks
• Manage virtual desktop sessions, entitlements, and application assignments
• Install and configure software
• Monitor systems daily to ensure environment uptime and stability
• Report on key service delivery data for monthly reporting KPI/KRI monthly for the Board of Directors
• Become proficient in understanding applications used within the Bank
• Utilize scripts to resolve more complex technical issues
• Provide first-line defense by authenticating users before accessing essential systems, including performing Account Enablement, Password Resets, enrollment in Multi-Factor Authentication (MFA) and mobile device management.
• Assist with the root cause analysis for service interruptions
• Develop Subject Matter Expertise (SME) in ServiceNow Incident, Request and Knowledge modules
• Responsible for updating records in asset management system, following asset management procedures
• Collaborate with other teams and management to communicate and resolve issues
• Maintain current professional and technical knowledge related to the field
• Assist with application and operating system (OS) support, including installations and updates
• Create and update department documentation (e.g., Knowledge Base Articles, Processes and Procedures, Run Books, etc.)
• Assist with maintaining software licensing and asset management system, as requested
• Participate in on-call rotation
• Perform other duties as assigned

Requirements:

• High School diploma required; 2-year or 4-year college degree in business or technical area preferred
• 2+ years providing information technology support, including 1 year demonstrated strong customer service experience
• Basic understanding of the ITIL Management Framework
• Demonstrated proficiency with Microsoft Windows OS, O365, Active Directory, Android and iOS mobile devices, and ServiceNow
• Competent with teleconferencing applications (e.g., Webex, Teams, Zoom)
• Experience with scripting tools such as PowerShell preferred
• Experience with mobile device management tools such as Workspace ONE preferred
• Experience with virtual desktop management tools such as Omnissa Horizon, and vSphere and App Volumes preferred
• Ability to prioritize daily tasks
• Comfortable working in a team-oriented, collaborative environment with superior customer focus and creative problem-solving skills
• Ability to establish effective rapport with all levels of employees and consistently provide professional customer service and training to non-technical users
• Good communication skills, both written and verbal

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At BlueOval Battery Park Michigan, you will...

• use your entrepreneurial skills and team mindset to come up with data-driven solutions

• build and lead an agile team to deliver the advanced technology that drives the future

• create a culture of trust, encourage diversity of thought and foster leadership in others

• be part of the historic transformation of the automotive industry..

What you'll do...

This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management.

• Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues
• Overseeing daily financial operations performed by financial analysts which includes:
o Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning
o Providing real-time, impactful key performance measures to operations (daily, weekly, monthly)
o Performing month end, quarter end, and year end close process in accordance with GAAP

• Developing Annual Budget and Multi-Year Business Plan with business partners which includes:
o Physicals-based plans to deliver cost targets
o "Should cost" assessments to drive the budget process
o Special studies to evaluate financial impact of strategic changes

• Preparing financial analysis and collaborating with cross-functional team to drive cost savings
• Monitoring changing business conditions to assess potential impacts on cost and revenue goals
• Supervising and mentoring a team of financial professionals
• Maintaining effective internal controls and financial procedure
• Facilitating the use of advanced financial tools to enable improved delivery of responsibilities
Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts.

You'll have...

• Bachelor's or Master's degree in Accounting, Finance, or Business Administration.
• Knowledge of accounting principles and financial reporting standards coupled with internal control mindset
• Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc)
• Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets
• Strong understanding of financial analysis and budgeting with financial modeling skills
• Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter
• Self-Starter and willing learner who is well organized and able to manage concurrent projects
• Strong leadership and team management experience; Ability to lead and motivate a team

Even better, you may have...

• Professional certification such as CPA, CIA, CFA, or CMA preferred
• Manufacturing Experience Preferred

Candidates for positions with Ford Motor Company must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-888-336-0660.

#LI-Onsite

At Residential Home Health and Hospice ('Residential'), we're looking to add to our extraordinary care team. Grounded by our belief that outstanding care is best delivered in a team-based environment, our After Hours Hospice Registered Nurses collaborate to provide management and delivery of patient care plans.

With our 20-year track record, Residential is a strong leader in the industry. We are consistently named a Top Workplace by our employees and genuinely care where you are in your career path.

This position supports patients in West Branch and surrounding areas and is eligible for a $10,000 first year success bonus to reward the accomplishment of key achievements during your first year!

Our high value rewards package:

• DailyPay: Access your money when you want it!
• Industry-leading 360 YouTM benefits program
• The option to lease a new Toyota or Ford vehicle at a significantly discounted price below MSRP

Certain benefits may vary based on your employment status.

Our supportive environment includes:

• A comprehensive onboarding program
• Clinical educators, preceptors, and supervisors to mentor and guide
• Up to 90% off higher education (degrees, certifications) and test preparation for you and your family
• Dedicated schedulers to support flexible scheduling options
• 24/7/365 after-hours care team members
• Tools to support career mobility and growth
• A company provided tablet and smart phone with 24/7/365 IT support
• Company paid emotional health and wellness support for you and your family

We are looking for compassionate nurses with:

• RN license in the state you work
• Associate degree or higher from an accredited School of Nursing
• Two years of RN experience, hospice experience preferred
• Current driver's license and ability to spend ~20% of your day driving to/from patient locations
• A commitment to consistently meet critical deadlines for charting
• The skills needed to self-manage your time and schedule
• Demonstrated experience with tablets, mobile phones and EMR software

We are an equal opportunity employer and value diversity at our company.

NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana.

By supplying your phone number, you agree to receive communication via phone or text.

By submitting your application, you are confirming that you are legally authorized to work in the United States.

The low end of the range includes compensation related to salary and first year success bonus. The high end of the range is inclusive of productivity bonuses and additional shift work that is paid at a premium (i.e., after hours, weekends, on-call). *Compensation potential varies by market.

JR# JR253852

**Please read the ENTIRE job posting before applying**

** This is an entry-level position, and no prior experience is required. Training will be provided.**

This role operates in a Day Habilitation (DAY HAB) Setting, defined as services that provide opportunities and support for community inclusion and build interest in and develop skills for active participation in recreation, volunteerism and integrated community employment. (Iowa Health & Human Services). Day Habilitation provides assistance with acquisition, retention, or improvement of socialization, community participation, and daily living skills.

Community Integration Professionals support the mission of the organization empowering people to reach individual achievement across the spectrum of life. If youre passionate about empowering people to reach their goals and help them strive for more, we want you to join our team. As an integral part of the overall supported employment team, you will collaborate with other Community Integration Professionals, Direct Support Professionals, Programmers, Supervisors, individuals-served, and their families to ensure the best possible care for those you serve. You will creatively strategize ways for an individual to find employment that suits their skills, abilities, and goals. Your innovative and impactful solutions and strategies will make the difference for those you serve.

What Winning Looks Like

While its not a competition, we do recognize that each person wants to win at life; and youre a central part of someone elses wins as well as your own! In this role, youll be responsible to:

• Collaborate with the individual to create meaningful daily activities within their community based on their skills, abilities, and goals. This includes:

o Identifying the members interests, preferences, skills, strengths and contributions.

o Planning and coordination of the members individualized daily and weekly day habilitation schedules.

o Participating in community activities related to hobbies, leisure, personal health, and wellness.

o Participating in community activities related to cultural, civic, and religious interests.

o Participating in adult learning opportunities and volunteer opportunities.

• Provide services to individuals based on their unique goals and behavioral care plan. This includes:

o Teaching individuals how to accomplish their goal (rather than completing a task for them).

o Using behavioral strategies that support individuals and address any behaviors that do not lead to their success.

o Motivate and encourage individuals to participate in their behavioral care plans and reach their goals.

o Participate in recreational, community, and social activities with those you serve, honoring the choices of the individual.

o Display and understanding of when it is appropriate to apply rights-restrictions, only as determined by the interdisciplinary team and when indicated in the individuals behavioral care plan.

• Provide complete, consistent, and accurate documentation of the individuals progress.
• Provide safe environments and instruction to individuals served regarding the practices that will help them reach their goals.
• Be an advocate for individuals receiving services to have as much control over their own lives as possible. All individuals should be treated with respect and should feel empowered to live their life as independently as physically possible.

Know Were For You:

We know finding the right opportunity can be tricky thats why Imagine is focused on making sure your time is well spent. We take pride in the benefits we offer our employees. As an employee, youll have access to a variety of benefits that are sure to sweeten the deal. Depending on your full-time or part-time status, youll have access to:

• Competitive Wages: The base pay is $15/hour. With education and experience, you could start out making more than that.
• Scheduling: This position operates based off service needs; Monday through Friday 8:30am-4:30pm.
• Generous Paid Time Off (PTO): We all deserve a break now and then dont feel bad about taking time for you.
• 401k Retirement Plan: Secure your future with a cushioned fund that will allow you to live your best life.
• Comprehensive Insurance Plans: Whether its medical, dental, vision, or life insurance weve got you covered.
• Pre-Paid Legal Services: Be prepared for the things you just cant be prepared for on your own.
• Discounted Costco or Sams Club Memberships: What can we say? We know a great deal when we see one.
• Advancement Opportunities: We believe in your future, which is why we have a specifically designed leadership development opportunity purposed to launch your career.
• Employee Assistance Program: Were there for you through all lifes ups and downs.

Required

Preferred

Job Industries

• Social Services

Starting hiring pay at: $15.00

Restaurant Crewmembers at Raising Canes will wear many hats (including a Raising Canes hat) while working hard and having fun as a critical part of the Restaurant team. We are hiring immediately for Restaurant Crew to work all shifts: opening shifts, closing shifts and everything in between.Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other restaurant or service-oriented role - we have a position for you.

We offer competitive pay and benefits for all positions. Even if you dont have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Crewmember on the team. We will make sure you are prepared to grow your Restaurant career with us.

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!

Qualities of awesome Canes Restaurant Crewmembers:

• Team player
• Excellent communicator
• Happy, Courteous and Enthusiastic
• Hard working and attentive
• Responsible and dependable
• Authentic and genuine
• Takes pride in doing a good job

Benefits available for hourly Crew:

• Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renters Insurance, and ID Theft Protection
• OnePass Gym Membership Program
• 401(k) With Safe Harbor Employer Match (age 21 & older)
• Access to financial advisors for budget and retirement planning
• Crewmember Assistance Program
• Education assistance
• Pet Insurance

Perks & Rewards for hourly Crew:

• Paid Time Off*
• Closed for all major holidays**
• Early closure for company events
• Casual Work Attire
• Flexible Scheduling
• Perkspot Employee Discount Program

*Must satisfy hours requirement per year

**Locations may vary

ESSENTIAL FUNCTIONS OF THE POSITION:

The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Lift and carry, push or pull heavy objects up to 50 pounds
• Kneel, bend, twist or stoop
• Ascend or descend stairs
• Reach and grasp objects (including above head and below waistline)
• Excellent verbal and written communication
• Ability to show up to scheduled shifts on time
• Cleaning tables, floors and other areas of the Restaurant
• Taking orders from Customers and processing payments efficiently
• Follow proper safety procedures when handling and/or preparing food
• Ability to multitask

ADDITIONAL REQUIREMENTS:

• Must be 16 years of age or older
• Provide all Customers with quick and friendly service
• Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
• Work under pressure and at a fast pace
• Align with Raising Canes culture by balancing Working Hard and Having Fun
• Take initiative
• Comply with Company policies

Raising Canes appreciates & values individuality. EOE

Required

Preferred

Job Industries

• Other

Company Description

LendBull LLC is a fast-growing business funding and financial solutions firm based in Manalapan, NJ. We specialize in helping small and medium-sized businesses access working capital, growth funding, and strategic financing solutions quickly and efficiently. Our approach is relationship-driven, transparent, and performance-focused, we prioritize long-term partnerships over one-time transactions.

Our team operates in a high-energy, results-oriented environment where strong communication, accountability, and consistency are valued. We provide our clients with real solutions that impact their ability to scale, hire, and operate with confidence.

If you thrive in competitive sales environments, value integrity, and want to build real earning potential in a growing company, LendBull offers the platform to do it.

Role Description

This is a full-time on-site role for a Senior Sales Representative located in Manalapan, NJ. The Senior Sales Representative will focus on cultivating relationships with potential clients, maintaining existing client accounts, and identifying new sales opportunities. Day-to-day activities include conducting sales presentations, negotiating contracts, maintaining thorough product knowledge to provide tailored solutions, and achieving sales targets. This role involves collaborating with team members and ensuring exceptional customer service to drive client satisfaction and long-term partnerships.

Qualifications

• Proven experience in sales, business development, and relationship management
• Excellent communication, negotiation, and interpersonal skills
• Strong organizational, analytical, and problem-solving abilities
• Proficiency in CRM tools and sales-related software
• Proactive, self-motivated, and results-driven attitude
• Ability to work independently and efficiently in a fast-paced environment
• Familiarity with the financial services or lending industry is a plus

PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and markets voluntary insurance products. We exclusively represent Washington National Insurance Company, who has been around for more than 100 years and is committed to helping people prepare for the unexpected at every stage of life with its portfolio of supplemental health and life insurance products.

What we offer:

• New Agent Bonus: Earn $400 a week during your first 6 weeks (up to $2,400), in addition to your sales commissions
• Highly competitive commission structure, bonus programs, and passive income opportunities designed to grow with you
• Sales lead management tool that makes it easy to identify existing clients and qualified prospects
• Industry-leading training that is designed to equip you with the knowledge to be successful and grow your career
• Mentorship program with our team of experienced Field Leaders
• Our 4 day work week allows you to spend more time with your family

As a Sales Representative, you will:

• Identify prospective customers and develop insurance proposals
• Meet with clients to discuss their insurance needs and goals
• Deliver insurance presentations and close sales
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Maintain up-to-date knowledge of insurance laws and regulations

What will help you be successful?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Strong relationship building, communication, customer service, and time-management skills
• Self-motivation to connect with company provided sales leads and network with new clients
• A competitive and entrepreneurial spirit to achieve success both for yourself and others
• Passionate about making positive impacts in your community

PMA USA, a subsidiary of CNO Financial, has a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:

About Alliance Financial Group

Founded in 1987, Alliance Financial Group (AFG) helps individuals, families, and businesses achieve long-term financial security and confidence in their financial decisions.

The Opportunity

Alliance Financial Group is seeking motivated Investment Representatives / Financial Advisors to join our growing team.

In this role, you will partner with clients to design personalized financial strategies that help them protect what matters most while building long-term wealth.

This opportunity is ideal for professionals who are entrepreneurial, client-focused, and looking to build a rewarding career helping others achieve financial independence.

What You’ll Do

• Identify and assess clients’ financial goals, risk tolerance, and long-term objectives

• Develop customized financial strategies including investments, insurance, and retirement planning

• Educate clients on wealth-building, protection strategies, and risk management solutions

• Build and maintain long-term client relationships based on trust and performance

• Stay informed on financial products, market trends, and regulatory requirements

• Achieve sales and client service goals while maintaining the highest ethical and compliance standards

Compensation & Income Stability

This role includes a guaranteed non-recourse draw that functions like a salary, designed to provide financial stability while advisors build their client base.

What this means:

• Paid as W-2 income

• Guaranteed monthly income that never has to be repaid

• Commissions earned offset the draw as production grows

Typical income ranges:

• Experienced & fully licensed advisors:

$6,000 – $8,000/month draw ($72K – $96K annually)

• New or partially licensed candidates:

$4,000 – $6,000/month draw ($48K – $72K annually)

• Seasoned advisors with an active book:

Up to ~$10,000/month combined with potential transition support

Why Advisors Choose Alliance Financial Group

AFG offers a long-term career platform rarely found in the financial services industry:

Lifetime Renewal Income – Continue earning renewals even after retirement

Defined Benefit Pension Plan – A true pension based on W-2 income and tenure

Three Deferred Compensation Programs – Additional long-term wealth building

Book-of-Business Buyout – Guardian purchases your book at retirement

Transition Compensation – Available for advisors with an existing client base

What We’re Looking For

• Strong interest in financial planning, investments, and insurance strategies

• Excellent relationship-building and communication skills

• Analytical mindset with the ability to recommend tailored solutions

• Entrepreneurial drive and commitment to client success

Preferred Qualifications

• FINRA Series 6 or 7 license

• State insurance licenses (or willingness to obtain)

• Background in financial services, banking, insurance, or sales

• Bachelor’s degree in Finance, Business, Economics, or a related field is a plus

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

Join the Equity Trust Sales team today!

As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:

- Medical, Dental and Vision coverage first of the month following start date

- 20 days PTO per calendar year (prorated based on date of hire)

-10 paid holidays plus volunteer hours

-Paid Maternity/Parental leave

-On-site gym with weekly fitness classes

-Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

RESPONSIBILITIES & DUTIES

• Executes a sales plan and funnel
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Minimum one (1) year of sales experience preferred
• Proven track record of meeting or exceeding sales targets
• Willingness to travel (client meetings, industry conferences)

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Overview

We are a fintech software company seeking an experienced Account Manager to build and grow a portfolio of reseller and referral partners. This role is responsible for recruiting new resellers, developing strategic referral relationships, and driving revenue by enabling partners to successfully sell our software solutions. The ideal candidate has experience selling fintech or SaaS solutions through channel partners and understands how to build productive, long-term partner relationships.

Key Responsibilities

Channel Development

• Onboard new reseller partners

• Develop referral partner relationships that introduce enterprise level opportunities

• Build and maintain a strong pipeline of partner sourced opportunities

• Position our software solution to resellers and strategic partners

• Conduct presentations and product demonstrations for prospective partners

• Negotiate and finalize reseller agreements

Account Management and Enablement

• Build and manage a portfolio of reseller and referral partners

• Maintain relationships across partner organizations including executives, sales leaders, and individual agents

• Provide onboarding, product training, and ongoing enablement support

• Join partner sales calls to support enterprise opportunities when needed

• Ensure partners are engaged, active, and effectively positioning our solutions

Revenue Growth

• Drive revenue through partner sourced and partner influenced deals

• Identify expansion opportunities within existing partner accounts

• Track pipeline activity, forecasts, and performance metrics

• Collaborate with internal teams to ensure smooth onboarding and implementation

Qualifications

• 3 plus years of experience in fintech, payments technology, or SaaS sales

• Direct experience selling software solutions to resellers, ISOs, VARs, or enterprise partners

• Proven success recruiting and developing channel partners

• Experience supporting partners on enterprise sales opportunities

• Strong presentation and product demonstration skills

• Excellent follow up, organization, and time management

• Strong written and verbal communication skills

• Ability to manage multiple partner relationships simultaneously

Preferred

• Experience working within a partner driven or indirect sales model

• Existing relationships within fintech, payments technology, or merchant processing

• Experience selling into enterprise environments through channel or referral relationships

PMA USA (Performance Matters Associates, INC.), is a national company that provides insurance benefits solutions and markets voluntary insurance products. We exclusively represent Washington National Insurance Company, who has been around for more than 100 years and is committed to helping people prepare for the unexpected at every stage of life with its portfolio of supplemental health and life insurance products.

As an Insurance Agent, you will:

• Identify prospective customers and develop insurance proposals
• Meet with clients to discuss their insurance needs and goals
• Deliver insurance presentations and close sales
• Guide clients through important financial decisions using the latest software and our expansive product portfolio
• Maintain up-to-date knowledge of insurance laws and regulations

What makes a great Insurance Agent?

• The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
• Strong relationship building, communication, customer service, and time-management skills
• Self-motivation to connect with company provided sales leads and network with new clients
• A competitive and entrepreneurial spirit to achieve success both for yourself and others
• Passionate about making positive impacts in your community

What we offer:

• New Agent Bonus: Earn $400 a week during your first 6 weeks (up to $2,400)
• Highly competitive commission structure, bonus programs, and passive income opportunities designed to grow with you
• Sales lead management tool that makes it easy to identify existing clients and qualified prospects
• Industry-leading training that is designed to equip you with the knowledge to be successful and grow your career
• Mentorship program with our team of experienced Field Leaders
• Our 4 day work week allows you to spend more time with your family

PMA USA, a subsidiary of CNO Financial, has a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: