Creativeone Wealth Jobs in Usa
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At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Commercial Banking intern will join our dynamic Commercial Banking team and play a vital role in supporting the department's daily operations. This entry-level position will provide valuable hands-on experience and an opportunity to gain in-depth knowledge of Commercial Banking functions. As a Commercial Banking intern, you will be involved in various aspects of Commercial Banking, assisting with credit department tasks, customer interactions, treasury management and other Commercial Banking initiatives. This internship is designed to provide a well-rounded and immersive experience, allowing you to develop a comprehensive understanding of Commercial Banking practices and contribute to the success of our Commercial Banking team.
- Support the Commercial Banking team in various departments including: CRE Banking and Capital Markets, Middle Market Banking, Business Banking, Treasury Management and Credit Department.
- Participate in the Commercial Banking team sales meetings, customer and prospect calls as appropriate.
- Assist in portfolio maintenance for the Middle Market banking team.
- Supports the market Treasury Management team with activities related to the various Treasury Management functions, such as preparing ACH documents, developing account management strategies and service for business banking customers.
- Assist the Credit Department with financial statement spreads and analysis in order for the Banking team to make loan decisions.
- Work with the commercial banking coordinators and shadow them.
- Supports the Banking team with ad hoc requests or Commercial Banking projects as needed
Qualifications
Education, Training and Requirements:
- Driven college student pursuing a Bachelor's degree in Banking, Treasury Management, Credit Administration or a related field.
- All applicants must be 18 years of age or older.
Skills:
- Strong written and verbal communication skills, with the ability to communicate professionally and tactfully with employees at all levels of the organization.
- Demonstrated ability to handle confidential information with discretion and maintain high ethical standards.
- Knowledge of labor laws and regulations is preferred but not required.
Experience:
- A genuine interest in pursuing a career in Banking, demonstrated through coursework, previous internship experience, or relevant banking or accounting related activities.
Other Job Information
Hours: 40hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $16.00/Hr.
Maximum
USD $19.67/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Commercial Banking Coordinator interacts with employees within and outside department to provide quality service, solve problems and achieve goals. Working under occasional supervision performs clerical and administrative services for Commercial Loan Officer(s).
- Prioritizes and organizes responsibilities to assure timely completion for all assigned duties.
- Assist commercial bankers and other commercial coordinators with coordination of loan documentation, scanning of loan documentation and sending packages to Loan ops following loan closings, etc. Assist with the follow up of incomplete, incorrect or missing documentation as required by bankers and administrative assistants.
- Creates and types memorandums, letters and other necessary documents for lenders.
- Screens incoming mail and telephone calls and routes as required.
- Establishes and maintains department files and records.
- Prepares manual and computer generated reports.
- Assures that assigned report and/or projects are completed in a timely and efficient manner.
- Provides quality service to commercial loan customers e.g. receives and processes payments, responds to inquiries, etc.
- Other department duties include research, organizing meetings, making reservations and special projects.
- As an integral member of the Commercial Lending Department, this position is also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
Qualifications
- High School Diploma plus one (1) year of additional specialized education or equivalent.
- Minimum of one (1) year of working with Commercial Bankers or one (1) year of paralegal experience required
- Typing, PC proficiency (with Microsoft Office Products and loan documentation software).
- Good written and oral communication skills, interpersonal skills, organizational skills.
- Knowledge of loan forms, processes, and procedures with attention to detail.
- Minimum of three (2) years office experience, with at least Two (2) years working with lenders.
- All applicants must be 18 years of age or older.
Other Job Information
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $21.75/Hr.
Maximum
USD $30.50/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.
- Solicit new business from present and prospective customers
- Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
- Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
- Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
- Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
- Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
- Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
- Approve or reject loan applications within individual lending authority
- Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
- Maintain a working knowledge of bank operating policies and procedures which impact commercial services
- Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
- Provide quality service to internal and external customers
- Demonstrate cooperative efforts in working with other departments and within own department
- Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
- Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
- Communicate with management and staff personnel in order to integrate goals and activities
- Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
- Maintain appropriate records and provide assigned reports.
- Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
- Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.
- Perform other related duties as assigned or directed
Qualifications
- Ideal candidate should have a minimum five (5) years experience in related positions.
- B.S. or B.A. Degree in a related field preferred
- Specialized banking education and training
- A valid drivers license is required.
- Proficient reading, writing, grammar and mathematic skills
- Proficient interpersonal relationship, communication and sales skills
- Thorough knowledge of the features and benefits of all bank commercial products and services
- Working knowledge of bank operating policies and procedures which impact commercial services
- All applicants must be 18 years of age or older.
Other Job Information
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $92,000.00/Yr.
Maximum
USD $160,592.00/Yr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally up to $2,500 in revenue and slightly more complex Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor II is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Rate and quote renewal Commercial Lines risks.
- Screen, place, and approve Commercial Lines applications.
- Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority.
- Prepare and authorize ID cards for auto clients when necessary.
- Initiate, screen, and prepare endorsement requests on Commercial Lines.
- Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on.
- Authorize cancellation requests.
- Rate and compute endorsement, cancellation, additional or return premiums.
- Review Company produced policies, endorsements, audits for accuracy.
- Compute and initiate premium finance contracts as needed.
- Take claim reports and maintain claim files on clients handled as needed.
- Prepare summaries and proposals of insurance for existing accounts.
- Prepare bonds, endorsements, and cancellations.
- Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position.
- Technical proficiency with coverages and various types of insurance policies as appropriate.
- Authorize binding of Commercial Lines coverage within authority granted by the carrier.
- Contact carriers as needed.
- Contact producers as needed.
- Maintain client files and make client contacts as needed.
- Perform other duties as required.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Qualifications
MINIMUM QUALIFICATION REQUIREMENTS:
To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education:
- High School Diploma
- All applicants must be 18 years of age or older.
Professional Certifications/Licenses:
- Property/Casualty License Required
- If licensed, maintain Agent/Broker License through continuing education.
- Maintain or working toward a professional designation.
Experience/Skills:
- Three Years Insurance Experience Required
- Customer Service Experience
- Ability to use menu-driven software in addition to Word and Excel programs.
- Ability to work independently.
- Good organizational skills with the ability to manage multiple tasks efficiently.
- Must possess a valid driver's license and clean motor vehicle record.
Other Job Information
Hours: 40 hours a week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $24.75/Hr.
Maximum
USD $38.31/Hr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position will comply with bank and investor guidelines with portfolio and investor mortgage loans, conducting required functions for special asset protection management.
Essential Responsibilities:
- Execute and submit secondary market investors, government agencies, and mortgage insurance delinquency and status reports to safeguard the company's interest
- Adhere to guidelines set by investors, guarantors, and regulatory entitles for accurate and timely reporting
- Manage audits conducted by third party companies such as TenA for quality control of FHA-HUD and USDA portfolios
- Prepare, monitor, and submit applicable servicing claims to safeguard the company's interests in residential real estate properties following applicable guidelines and regulations
- Processing and application of, or release of claim documents and funds
- Successfully resolve claim disputes brought to mortgage insurance, guarantors, and investor loan entities
- Oversee the workflow for maintaining post-foreclosure accounts including Other Real Estate Owned (OREO) properties
- Facilitate release requests including but not limited to release of security, releases of liability, and deed transfers by preparing, reviewing and processing documents
- Assist with conducting review, preparing and managing charge offs and write downs
- Prepare and mail notifications to borrowers per investor, guarantor, state, insurer, or bank guidelines
- Comply with applicable regulations including but not limited to Fair Debt Collections Practices Act, Real Estate Settlement Procedures Act, Service Member Civil Relief Act, Dodd-Fran Act (UDAPP) as they relate to consumer real estate loan collections
- Perform other related duties as assigned or directed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner
Ancillary Duties:
As an integral member of the Consumer Real Estate Servicing Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Company in achieving their annual goals.
Qualifications
Education/Training/Requirements:
- High School Diploma or GED required
- A.A. or A.S. degree with business field of study or relevant work experience strongly preferred
- All applicants must be 18 years of age or older
Skills:
- Familiarity with collections, loss mitigation, foreclosure, and bankruptcy laws; servicing requirements of various secondary market investors and government agencies
- Proficient reading, writing, and grammar skills
- Excellent mathematical skills
- PC proficiency including Windows and Microsoft Suite
- Able to demonstrate ability to analyze data from reports/workbooks
- Excellent interpersonal and communication skills
- Must be collaborative, adapt and reprioritize, and have an independently objective mindset
- Must be able to consistently demonstrate the Company's core values; integrity, teamwork, excellence, and humility
Experience:
- Minimum of two (2) years' collections or loan servicing experience preferred
Other Job Information
Hours: 40 hours/week (some OT including nights, weekends & holidays)
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $19.00/Hr.
Maximum
USD $25.60/Hr.
The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.
As a Trust Advisor, you will:
- Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
- Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
- Monitor transactions for completion and accuracy.
- Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
- Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
- Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
- Coordinate and prepare tax-related payments information with clients and outside professionals.
- Provide information to Fiduciary Officers for client meetings.
- Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
- Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
- Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
- 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.
Qualifications:
- Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
- 3+ year's personal trust relationship management or related experience.
- Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
- Client-centered focus with excellent strategic thinking and consultative skills.
- Strong organizational, multi-tasking and prioritizing skills.
- PC, phone system, general office equipment.
- Proficiency with Microsoft Office applications.
- Ability to maintain strict confidentiality.
- Ability to effectively promote Nicolet as bank of choice.
- Self-motivated and resourceful.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Chief Medical Officer
StartDate: ASAP
Seeking a visible, on the ground physician executive leader for the role of Chief Medical Officer at Memorial Hospital of Sweetwater County in Rock Springs, Wyoming.
The Opportunity:
Memorial Hospital of Sweetwater County announces an exceptional opportunity for a visible, process-focused, and relationship-centered physician executive to serve as the Chief Medical Officer (CMO) of the not-for-profit, full-service regional critical access hospital located in scenic southwest Wyoming. This is an incredible opportunity to join a mission-driven leadership team and contribute to a culture grounded in compassionate, person-centered care.
The Chief Medical Officer reports directly to the Chief Executive Officer with essential partnerships across Quality, Nursing, Risk Management, and the medical staff. The CMO will serve as the senior clinical voice for the hospital and will be responsible for enhancing quality outcomes, strengthening medical staff processes, and improving patient flow and clinical efficiency while fostering a culture of equity, respect, and teamwork. The CMO will act as the primary liaison between administration and the medical staff, ensuring consistent communication and alignment across clinical operations, governance, and performance improvement. This role requires a pragmatic, emotionally intelligent, patient-focused leader dedicated to serving the mission of "compassionate care for every life we touch."
The incoming CMO will bring credibility, humility, and operational understanding to a small, community-focused hospital with a deeply invested medical staff and leadership team.
The Ideal Candidate:
* Minimum of 7-10 years of progressive physician leadership experience in a hospital or health system.
* Medical Doctor (MD) or Doctor of Osteopathic Medicine required.
* Eligible for licensure in the State of Wyoming.
* Demonstrated success in quality, safety, medical staff leadership, and clinical governance.
* Experience with rural or community-based hospitals strongly preferred.
* Operational understanding of workflows across inpatient, outpatient, and procedural areas.
* Servant leader with humility that is team-oriented, approachable and grounded.
* Loyalty to the mission, community and hospital.
* Strong appreciation for small-town dynamics and relationship-driven environments.
* Fairness and consistency in all peer review, governance and interpersonal interactions.
The Organization:
Memorial Hospital of Sweetwater County is a not-for-profit, 58 staffed bed, regional critical access hospital in scenic southwest Wyoming. The full-service hospital is accredited by The Joint Commission and is operating for the sole purpose of promoting the health of people in its service area. It is the region's primary community hospital, serving a population of over 43,000 with 610 employees and a dedicated medical staff of ~47 providers. The hospital offers a broad range of specialties including OB/GYN, internal medicine, oncology, pediatrics, ENT, surgery, orthopedics, pulmonology, neurology, anesthesiology, pathology, and hospital medicine.
MHSC maintains a CMS 4-Star quality rating and is the only OB provider in southwest Wyoming. Specialty and oncology care are supported through partnerships with the University of Utah and Huntsman Cancer Institute. MHSC also offers a full-service laboratory, a sleep center, physical therapy, cardiac rehabilitation, speech therapy, telepsychiatry, and much more. The Medical Imaging Center includes the first and only large-bone MRI in the area, ultrasound, nuclear medicine, PET scan, and 3D digital mammography, as well as a 64-slice CT scanner in the region. The state-of-the-art Sweetwater Regional Cancer Center is an affiliate partner of University of Utah Health's Huntsman Cancer Institute, offering radiation oncology, hematology, and medical oncology. Memorial Hospital of Sweetwater County was named one of America's Best-in-State Hospitals 2025 by Newsweek.
The Region:
Rock Springs, Wyoming located in Sweetwater County, offers a welcoming, tight-knit community with abundant outdoor recreation including hiking, hunting, fishing, biking, skiing, and access to Flaming Gorge Reservoir. The area offers excellent schools, family-friendly living, affordable housing, and a strong sense of community connection. Rock Springs has a wealth of historical knowledge along with an award-winning downtown waiting to be explored. Salt Lake City is approximately 2.5 hours away, offering metropolitan amenities while preserving the benefits of a rural lifestyle.
Job Benefits
About the Company
At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
CMO, Chief Medical Officer, Vice President of Medical Affairs, Vice President Medical Affairs, Medical Director, Chief, Chief, Cheif Medical
Work Location: Salt Lake City, UT
Duration: 6 months
Overview
The External Investing Group (XIG) provides investors with investment and advisory solutions across leading hedge fund managers, private equity funds, real estate managers, and traditional long-only managers. XIG manages globally diversified programs, targeted sector-specific strategies, customized portfolios, and a range of advisory services.
Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, secondary-market investments, co-investments, and seed-capital investments. XIG provides manager diligence, portfolio construction, risk management, and liquidity solutions, drawing on Goldman Sachs' market insights and risk management expertise.
We extend these capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments, foundations, and family offices, investing or advising on over $325 billion.
XIG Operations
XIG Operations has primary responsibility for portfolio accounting, liquidity, credit facility management, foreign currency transactions, and payments, and serves as the single point of contact for business-related inquiries.
These functions support a wide range of clients and a complex product set, including equities, money markets, currency, leveraged financing, asset-backed loans, and derivatives. The group supports portfolio managers, risk managers, sales, and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios and strategies.
This role involves extensive interaction with internal and external parties to ensure effective oversight of existing business and to implement solutions for new clients, products, strategies, and system architecture. The team focuses on best-in-class client experience while maintaining and enhancing client relationships.
How You Will Fulfill Your Potential
Responsibilities and Qualifications
- Learn daily operational tasks and business initiatives quickly to add value as a subject matter expert
- Take full ownership of day-to-day responsibilities and collaborate with global teams to deliver an excellent client experience through effective resource use and process improvement
- Understand and adhere to division policies and procedures; assist with recurring divisional and regulatory functions such as quarterly and annual operational risk assessments
- Drive consistency across XIG business channels, including eliminating manual processes and adopting best practices
- Perform scalability analysis of workflow cost drivers and trends to support efficiency and process improvements
- Self-direct analysis and evaluation to provide independent and effective thought leadership in navigating evolving financial regulatory landscapes
- Deliver excellent service by responding to requests and inquiries with complete accuracy; interpret client needs and prioritize or escalate issues as required
- Proactively review indicators of operational issues to resolve concerns before client impact
External Investing Operational Exposure
Develop an understanding of the External Investing space and required operational processes, including:
- Coordinating launch of new funds and share classes
- Liquidity analysis and forecasting
- Credit facility management
- Contribution, distribution, tax, and expense payment facilitation
- Review account-level metrics defined by operating standards; research, escalate, and remediate exceptions as appropriate
Basic Qualifications
- 1 to 5 years of professional experience preferred
- Highly collaborative, team-oriented, and strong consensus builder
- Strong written and verbal communication and interpersonal skills
- Exceptional attention to detail with experience producing complex, customized client materials with a high degree of accuracy
- Advanced or highly proficient Excel skills; adaptability to other software products
- Self-motivated team player with a willingness to take on additional responsibility
Preferred Qualifications
- Prior experience in Operations and/or the Financial Services industry
- Ability to partner across product groups, regions, and functional teams
- Strategic thinker with strong facilitation and data-gathering skills
- Ability to work under pressure, meet tight deadlines, and deliver practical solutions
- Experience with risk management concepts and processes
Education
- Bachelor's degree
Location- Salt Lake City, UT, 84111
Duration- 4 months
Overview
The Reconciliations Team is responsible for ensuring the accuracy and integrity of the firm's books and records. The team performs daily intercompany, external and internal reconciliations, reporting identified exceptions to responsible teams across Operations. The Reconciliations team strives to accurately and effectively compare internal books and records to external clearing agents and performs inter-company reconciliations to help facilitate business transactions between a GS company and its affiliates.
The Reconciliations team monitors reconciliations between the internal ledgers of the firm to ensure that the books and records on which our financial statements are based are accurate. The Reconciliations team assess and report operational risks through the analysis of settlement and trade activity to allow the business to better manage their risk.
Job Duties
- Perform daily transaction and position reconciliations to ensure the books and records of the firm are correct utilizing both firm proprietary systems as well as automation tooling such as Alteryx
- Manage and research reconciliation discrepancies and perform follow up/investigation to assist in resolution utilizing firm technology to obtain information needed and analyze data obtained
- Interact with various operational areas including Global Banking and Markets Operations and Asset Wealth Management Operations to ensure timely resolution of reconciliation discrepancies is achieved
- Identifying risks and inefficiencies in daily processes and communication with manager to ensure appropriate level of escalation is achieved when issues are faced
- Initiate improvement initiatives to perform root-cause analysis, ensure completeness of the reconciliations performed and make frequent recommendations for process improvements including assessing current workflows and ensuring maximum efficiency is being obtained. Identify opportunities to utilize self-service automation tooling to execute functional improvements
- Perform month end responsibilities including procedure review and break investigation to ensure regulatory requirements are met
- Work closely with other team members to ensure that the groups' overall goals and deliverables are met through effective delegation and time management
Basic Qualifications
- Bachelor's degree
- Proven audit and analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
- Ability to manage multiple concurrent tasks with dynamic and aggressive deadline
- Aptitude for building relationships and ability to clearly articulate/ communicate complex issues/ cater to requests to a wide array of internal & external clients with differing levels of product experience
Preferred Qualities
- Self-motivated and proactive team player, who takes ownership and accountability of the tasks assigned, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Experience communicating complex operational flows to varied audiences in verbal and written mediums
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The major responsibility for an Insurance Claims Representative is assisting the department with manners regarding the company's credit insurance programs and claims.
Essential Responsibilities
- Process Life and Disability Insurance claims
- Process Life and Disability Insurance proceeds received from an internal or external insurance carrier
- Perform next day verification of Life and Disability payments to ensure they were keyed to the customer's account correctly
- Process Total Loss claims
- Verify GAP coverage after a Total Loss and file the GAP claim. Process GAP refunds/issue checks
- Process Total Loss proceeds issued by auto insurance companies Process collision/repair checks issued by auto insurance companies
- Perform next day verification of Total Loss and/or collision repair payments to ensure they were keyed to the customer's account correctly
- Process cancellations on Total Losses for back-end products (i.e. Dealer Warranties)
- Prepare and send Customer Balance Letters
- Coordinate and process loan payoff requests
- Process the necessary lien and/or title releases
- Handle account researches, credit disputes, and/or assist with customer complaints. Cut and issue checks to applicable parties
- Correspond to and provide necessary documentation to third party companies including customers, physician offices, auto insurance companies, GAP insurance carriers, and dealership representatives to ensure all available monies or refunds are requested and paid in a timely manner
- Add and remove insurance codes on accounts accordingly to reflect the current account/claim status
- Perform next day verification of the addition or removal of insurance codes
- Assist with collection efforts on delinquent accounts with pending/active insurance claims Effectively communicate and cooperate with other Bank departments and personnel regarding accounts with insurance claims
- Thoroughly document accounts detailing the action taken, information needed, and/or next steps Perform daily and monthly balancing and reconciliation of general ledger accounts
- Continuously cross train on other functions as needed or requested Assist the Direct Lending Manager with tasks, reports, or projects Assist the Direct Operations Supervisor with tasks, reports, or project.
- Perform multiple queue verifications within the Consumer Loan platform to ensure all loans with open/active insurance claims are worked in a timely and regulatory manner
- Assist with updating procedures as needed
- Assist with and absorb additional insurance claim related functions resulting from a merger/acquisition
- Provide quality service to coworkers, customers, third party vendors, insurance companies, etc.
- Other duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner
Ancillary Duties:
As an integral member of the Indirect/Direct Consumer Loan Departments, this position I s also responsible to provide assistance wherever necessary to help the Department and the Bank in achieving their annual goals.
Qualifications
Education, Training and Requirements:
- High School Diploma or GED required
- Associates Degree in related field of study or two (2) years' experience in a related field preferred
- Valid driver's license
- All applicants must be 18 years of age or older
Skills:
- Keen attention to detail
- Proficient reading, writing, grammar and mathematics skills
- Proficient and professional interpersonal relations and communicative skills
- Adaptable
- Flexible and understanding of change
- Positive attitude with a level-headed approach
- Creative thinker
- Collaborative team player
- Dedicated work ethic and ability to manage responsibilities well
- Ability to work with high volumes at a fast pace while maintaining quality
- Able to maintain focus within an open floor plan office setting consisting of simultaneous professional conversations
Experience:
- Minimum of two (2) years of experience in related field strongly preferred
Other Job Information
Hours: 40hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $18.25/Hr.
Maximum
USD $24.71/Hr.
