Banking And Financial Services Jobs in Appleton Remote

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability

Water Treatment Technical Service Rep. is responsible for providing technical/troubleshooting assistance, general product information, warranty assistance, and limited parts order processing on product that requires extensive product knowledge. Their primary customers are wholesalers (Plumbing and Pump and Well), plumbers, welldriller/pump installers, water treatment professionals, general contractors, service professionals, facility maintenance personnel, architects, engineers and other professionals responsible for ensuring equipment isspecified and serviced properly. Water Treatment Technical Service Rep. also works to assist callers to repair existing equipment or replace equipment when needed.

Responsibilities

Often serves as the main contact to our company for water treatment questions and equipment information.
Receives calls about treatment equipment and techniques.
Providing water analysis interpretation and product recommendation.
Trouble shoot equipment problems in the field and direct proper repair procedures recommending parts.
Assist with sizing water treatment based on facility size and water usage. Assisting with installation procedures.
Referring homeowners and potential customers to dealers and distributors for water treatment sales and service.
Quote specific commercial/industrial water treatment equipment utilizing engineered drawings and specs provided by customers.
Perform audits and modifications when needed on bill of materials for equipment builds.
Perform quality control functions and programming inspections on all commercial and industrial equipment before it leaves Water-Right.
Work internally on product improvement and advancement of new and existing products.

Test and vet out issues that are identified either internally or through feedback of dealers and distributors.
Provide technical data to internal Marketing Department for literature, and spec sheets on equipment.
Provide specifications of equipment to caller inquiries.
Check availability of parts for dealers and distributors to assist in order entry.
Other responsibilities may be assigned as necessary.

Qualifications
Assoicate Degree in related field preferred
3+ years of related work experience or training (mechanical aptitude in lieu of water treatment)
Experience in installation, sizing, repair, troubleshooting. (Mechanical products)
Water chemistry knowledge or background a plus, not required.
Pump and well knowledge a plus, not required.
Ability/aptitude for all skills listed in the primary function above
Excellent communication skills; verbal and written.
Good financial and business acumen
Good typing/keyboarding skills
Computer literacy and navigation skills: Ability to navigate between applications (often within one call)including but not limited to ASI, Sales Force, InContact, multiple order processing systems (portals,GUIs, etc.), SAP, warranty processing, and more.

Education
Associate Degree in Related Field

Years of Experience
Minimum of 3 years of related work experience or training

We Offer
Competitive compensation package and comprehensive benefits plans which include medical and dentalinsurance, company-sponsored life insurance, retirement security savings plan, short- and long-term disabilityprograms and tuition assistance. Once hired, will need to work at a North America Water Treatment location 100% on site for 1 year and then available to apply for 1 day remote work.

• 
  
• Develop and execute a comprehensive branch business plan focused on growth, profitability, customer acquisition, and retention.
  
• Analyze market conditions to identify competitive trends and new business opportunities.
  
• Maintain visibility within the community and build referral networks.
  
• Drive achievement of branch performance targets.
  

• 
  
• Lead, coach, and develop a highperforming team aligned with Nicolet's culture and values.
  
• Oversee hiring, onboarding, training, and workforce planning.
  
• Conduct coaching, performance reviews, and recognition.
  

• 
  
• Ensure delivery of highquality customer experience.
  
• Cultivate strong consumer and business relationships.
  
• Lead needsbased conversations.
  

• 
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
• Coach and deliver needs-based sales process to proactively identify financial needs of current or prospective customers and recommend appropriate solutions.
  
• Partner with internal specialists.
  
• Lead sales meetings, branch huddles and performance coaching.
  

• 
  
• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  
• Open and service deposit and loan accounts.
  

• 
  
• Ensure compliance with regulatory requirements.
  
• Maintain operational discipline and control processes.
  
• Identify and escalate operational or risk concerns.
  
• Oversee daily branch operations.
  
• Assess workflows and implement improvements.
  
• Ensure team proficiency in products and technology.
  

• 
  
• Represent Nicolet in community events.
  
• Maintain visibility within the community, building referral networks and community partnerships.
  

• 
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• Associates degree in banking, Finance or related field
  
• 3-5-years retail banking experience required
  
• 5+ years retail banking with management experience preferred
  
• 
  Banking operations, regulations, lending fundamentals
  
  
• 
  Business acumen including budgeting and performance
  
  
• 
  Leadership, coaching, and communication skills
  
  
• 
  Needsbased selling and customer engagement
  
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

• 
  
• Credit Cards
  
• Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products
  
• Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution
  
• Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues
  
• Assist with training sessions for internal employees related to credit/debit card products
  
• Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage.
  
• Instant Issue
  
• Provide training to new retail bankers and branches for best practices.
  
• Maintain current Instant Issue procedures and communicate changes as needed to Frontline.
  
• Create, Review, and Provide Instant Issue reporting to appropriate teams.
  
• Special Projects
  
• Assist Project Teams with new product implementations.
  
• Assist Project Teams during Bank acquisitions & conversions.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned.
  

• 
  
• High School Diploma or equivalent. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field.
  
• 1-3+ years of retail banking experience
  
• PC, phone system, general office equipment
  
• Ability to maintain strict confidentiality.
  
• Solid judgment and decision-making skills
  
• Creativity and comfortability presenting in public.
  
• Have experience at Microsoft Office
  
• Willing and able to learn new programs and software.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Must be located within one hour of Pottstown, PA.

Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN?

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.

Supervisory Responsibilities:

No direct reports.

Essential Functions:

• Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
• Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Good organizational skills and attention to detail.
• Ability to work through member situations and provide effective and accurate resolutions.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:00am M-Sat.
• Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.

Education / Experience:

• High school diploma or equivalent.
• Two plus years of customer service experience, preferably within a financial institution.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

JOB DESCRIPTION

The Customer Service / Tech Support Rep (Tech Products, Bilingual: English/Spanish) - Remote works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.)

A NEW CAREER POWERED BY YOU

Are you looking for a work from home career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns World's Best Workplaces, Happiest Employees, and Best Companies for Career Growth awards every year? Then a remote Technical Support Representative position at Concentrix is just the right place for you!

As a remote Customer Service / Tech Support Rep (Tech Products, Bilingual: Eng. / Span.), you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as game-changers. Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer service experiences as we are.

CAREER GROWTH AND PERSONAL DEVELOPMENT

This is a great work from home opportunity that will allow you to reimagine an all-new career journey and develop friends for life at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.

WHAT YOU WILL DO IN THIS ROLE

As a Customer Service / Tech Support Rep (Tech Products, Bilingual: Eng. / Span.) working from home, you will:

• Be the friendly voice of our client, answering questions about products and services while providing world-class customer service, troubleshooting, and technical support
• Provide inbound customer support using a call flow guide in the customer's preferred language
• Resolve technical issues related to hardware, software, and client products
• Track, document, and retrieve information in databases
• Be an amazing problem-solver
• Maintain broad knowledge of client products and/or services, such as: smartphones, tablets, computers, and wearables; Familiarity with iOS and/or MacOS, or comparable technology is preferred
• Deliver expert customer experiences with a smile.

YOUR QUALIFICATIONS

Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Customer Service / Tech Support Rep (Tech Products, Bilingual: Eng. / Span.) (Remote) role include:

• The ability to read, write and speak fluently both Spanish and English
• 1+ year of customer service experience
• A high school diploma or GED
• Strong focus on building customer relationships
• Comfortable using and explaining technology
• A quiet, distraction-free environment to work from in your home
• Proficiency in fast-paced multi-tasking with strong problem solving skills
• Eagerness to learn new technologies
• Strong problem-solving skills with the ability to ask probing questions to come to a resolution
• Strong computer navigation skills and PC knowledge
• The availability to work during the Hours of Operation: 8am-1130pm EST Monday-Sunday. Your schedule will change every 3 months and is based on performance. (The better you perform, the better your schedule!)
• A desktop or laptop to complete PC and internet testing; A work computer will be provided
• High Speed internet (no wireless/hotspots or satellite) and a smartphone (10 Mbps upload, 10 Mbps download)
• Must reside in the United States and have a valid U.S. address for residence

WHAT'S IN IT FOR YOU

One of our company's Culture Beliefs says, We champion our people. That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include:

• The base salary for this position is $18.31/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days.
• DailyPay enrollment option to access pay early, when you want it
• Full time, paid classroom and on the job training
• Lucrative employee referral bonus opportunities
• Health and wellness programs with trained partners to help promote a healthy you
• Mentorship programs that support your rewarding career journey
• Work-from-home convenience
• Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
• Celebrations for Concentrix Day, Team Appreciation Day, Customer Service Week, World Clean Up Day and more

REIMAGINE THE BEST VERSION OF YOU!

If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their employer of choice.

JOB AVAILABILITY:

We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.

Physical and Mental Requirements

The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.

Equal Employment Opportunity

Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.

For more information regarding your EEO rights as an applicant, please visit the following websites:

• English
• Spanish

Accommodation

Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting . All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.

Artificial Intelligence

As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.

Work Authorization

In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.

For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE.

MUST SPEAK BOTH SPANISH AND ENGLISH FLUENTLY

JOB DESCRIPTION

The Customer Service Rep - Tax (Seasonal, Bilingual: English / Spanish) - Remote works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.)

A NEW CAREER POWERED BY YOU

Are you looking for a work from home career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns World's Best Workplaces, Happiest Employees, and Best Companies for Career Growth awards every year? Then a remote Customer Service Representative position at Concentrix is just the right place for you!

As a remote Customer Service Rep - Tax (Seasonal, Bilingual: English / Spanish), you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as game-changers. Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer service experiences as we are.

CAREER GROWTH AND PERSONAL DEVELOPMENT

This is a great work from home opportunity that will allow you to reimagine an all-new career journey and develop friends for life at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.

WHAT YOU WILL DO IN THIS ROLE

As a Customer Service Rep - Tax (Seasonal, Bilingual: English / Spanish) working from home, you will:

• Provide inbound customer support using a call flow guide in the customer's preferred language
• Help customers resolve basic technical issues
• Track, document, and retrieve information in databases
• Offer additional products and/or services
• Deliver expert customer experiences with a smile

YOUR QUALIFICATIONS

Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Customer Service Rep - Tax (Seasonal, Bilingual: English / Spanish) (Remote) role include:

• The ability to read, write and speak fluently both Spanish and English
• 1+ year of customer service experience
• Open availability
• A high school diploma or GED
• A quiet, distraction-free environment to work from in your home
• Proficiency in fast-paced multi-tasking
• Eagerness to learn new technologies
• Strong computer navigation skills and PC knowledge
• A desktop or laptop to complete PC and internet testing
• Computer Requirements:
  • Bring your own device - This position does not loan equipment
  • Device must be a desktop or laptop computer (No Macs, Chromebooks, iPads, tablets, mobile phones, etc.)
  • Operating System: Windows 11+
  • RAM: 8GB or higher
  • Processor: Intel i5/AMD Ryzen 5 or higher
• Internet Requirements:
  • DSL, Cable, or Fiber connection (Satellite and Wireless/Hotspots are not acceptable)
  • Speeds: 10 mbps download and 3 mbps upload or higher
  • While working, you will be required to hardwire with an ethernet cable
• High Speed internet (no wireless/hotspots or satellite) and a smartphone
• Must reside in the United States and have a valid U.S. address for residence

WHAT'S IN IT FOR YOU

One of our company's Culture Beliefs says, We champion our people. That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include:

• The base salary for this position is $16/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days.
• DailyPay enrollment option to access pay early, when you want it
• Paid training and performance-based incentives
• Lucrative employee referral bonus opportunities
• Health and wellness programs with trained partners to help promote a healthy you
• Mentorship programs that support your rewarding career journey
• Work-from-home convenience
• Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
• Celebrations for Concentrix Day, Team Appreciation Day, Customer Service Week, World Clean Up Day and more

REIMAGINE THE BEST VERSION OF YOU!

If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their employer of choice.

JOB AVAILABILITY:

We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.

Physical and Mental Requirements

The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.

Equal Employment Opportunity

Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.

For more information regarding your EEO rights as an applicant, please visit the following websites:

• English
• Spanish

Accommodation

Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process. If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting . All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.

Artificial Intelligence

As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.

Work Authorization

In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.

For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE.

Career paths start at $17.50/hr plus bonuses (includes $17/hr plus a 50-cent on-site differential) with 40-hour work weeks.This role is on-site at our Tucson facility. Why start building your career at Afni?

We've been in business since 1936, so you can be sure the career you start today will still be here tomorrow.

A training program and leadership team that believes in you. After training, we offer paid personal time off, paid sick time, health/vision/dental benefits, 401k with matching contributions, and a tuition reimbursement program.

This position is for wireless customer service, so you will be handling mainly inbound calls from people looking for assistance with their wireless accounts. You will deliver world-class customer service to inbound callers as well as utilize product knowledge to troubleshoot and solve customer concerns with both empathy and efficiency. Those calls will require processing of orders, updating accounts, updating records, effective multitasking, and strong attention to detail.

You can apply online here, or you can walk in to our office at 7810 E Escalante on Tuesdays or Thursdays between 10 am and 2 pm for an on the spot interview!What are the qualifications to be a Customer Service Representative at Afni?Six months of customer service experienceMust have GED or High School Diploma

Sr. Financial Systems Analyst

Chicago, IL (Hybrid)

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Sr. Financial Systems Analyst on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.

As a Sr. Financial Systems Analyst, you will provide administrative
and functional maintenance and support for AMA's financial applications,
including Infor/Lawson, Oracle EPM (Hyperion), Blackline, Ironclad, Concur, and
other Finance-led systems. Focus on business process management, system
utilization, and ensuring data integrity across Finance. Liaise
with internal customers, functional areas and IT resources as well as external
vendors including hosting and SaaS providers.

RESPONSIBILITIES:

Financial Systems Management

• Provide functional support for month-end closing activities, monitor interfaces, troubleshoot user issues, meta-data maintenance, and financial systems operation.
• Perform requirement gathering, analysis, documentation, and coordination of system enhancements or configuration changes based on Finance business needs.
• Conduct testing and user acceptance for system changes.
• Identify system issues by understanding Finance business processes and develop solutions to resolve the issues.
• Collaborate with internal customers, functional areas, and IT resources to evaluate opportunities for system optimization.
• Participate in troubleshooting sessions for system issues, proposing business-side solutions and providing subject matter expertise.
• Maintain the security, confidentiality, and integrity of data on all AMA financial systems.

Documentation, Process, and Project Management

• Document and analyze business processes, system configuration, and user procedures.
• Support transition planning, system upgrades, and releases in conjunction with IT and vendors, providing business-side expertise and functional testing.
• Provide input on changes requests and assist in evaluating system impacts.
• Prepare training materials and support end users.
• Work on cross-departmental initiatives to streamline processes/workflows to improve efficiency of monthly financial closes.

Technical Collaboration

• Perform limited hands-on scripting, including simple SQL queries,
• Collaborate with IT teams for complex technical tasks, integrations, and technical troubleshooting.
• Work with system vendors and IT to support system upgrades, enhancements, and drive issue resolution.
• Document data flows between Finance systems and assist in defining requirements for integrations.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's Degree in Finance, Accounting, Information Systems,
   or a related field required.
2. 5+ years of experience working on finance business processes and
   a suite of financial applications including Infor/Lawson or similar ERP systems
   required.
3. In depth expertise with multiple financial system cycles including
   accounts receivable, accounts payable, general ledger and bank settlement
   processes.
4. Demonstrated ability to gather and document business
   requirements, assist with solution configuration / design, and coordinate user
   acceptance testing.
5. Strong collaboration skills with IT and vendors.
6. Working knowledge of both relational and multi-dimensional data
   modeling concepts and processes using Microsoft SQL.
7. Strong analytical and problem-solving skills, with the ability
   to understand complex financial definitions and information and grasp
   technology concepts.
8. Demonstrated experience supporting, configuring, and
   administering financial systems, ideally Oracle Lawson, Hyperion, Concur, or
   similar ERP platforms, including coordinating enhancements with IT and vendors.
9. Excellent written and oral communication skills to translate
   business needs into clear requirements for IT partners.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

• Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
• Own and manage incoming projects, ensuring alignment with business goals and timelines.

System Enhancement & Support

• Lead enhancements and troubleshoot issues across the SAP ecosystem.
• Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.

Quality & Documentation

• Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
• Assist with audit and security activities to maintain data integrity and compliance.

Technology Leadership & Learning

• Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
• Build expertise in SAP technologies including:
• Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
• Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
• Scheduling & Reporting: Control-M, SAP Fiori Tiles

Continuous Improvement

• Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

• Previous experience working with financial systems such as SAP.
• Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
• Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
• Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
• Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
• Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
  

Preferred Qualifications:

• 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
• Hands-on experience with SAP modules such as ABAP and FPSL.
• Bachelor's degree in Computer Science, Finance, Business, or a related field.
• Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
• Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
• Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
  

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

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. Ifyou'reina commutable distance (90 minutes)you'lljoin 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.

The estimated base pay range for this job is:

Pay 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).

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