Location: Charlotte, NC
Company: Disability Solutions
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs.
The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's commerce
ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively.
They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies. The Sr MSO will be focused on the healthcare industry in general, but will be specifically working with large hospital, health system, healthcare insurance providers, healthcare technology, insurance payors and pharma/life science clients of the bank, and will need to have a deep understanding of healthcare payments, revenue cycle and the HIS, EMR/EHR and revenue cycle systems that those clients utilize to power their businesses.
Regional/LOB aligned associates will need to have a deep and wide understanding of the healthcare industry, payment ecosystem, merchant and transaction processing and how to match our solutions against the needs of our clients. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs backssments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals.
Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills: Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients--- Experience within the Healthcare industry, either with healthcare services providers, payors, technology providers or pharma/life sciences--- 5+ years of Core Acquiring (Credit/Debit) industry experience, Treasury or Digital Receivables/Payment experience--- 5+ years of direct sales experience--- Expert knowledge of healthcare software system (EHR/EMR, PMS, other payment and revenue cycle application) payment interfaces Strong analytical and organizational skills Demonstrated experience working with 3rd party VAR's and software platforms Understanding of healthcare related payment applications, competition/competitive landscape in the payments industry particularly in healthcare, EHR/EMR practice management systems and revenue cycle solutions), data security (PCI), pay-provider-patient payment workflows and interdependencies, etc.
Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury experience--- 3-5 years of sales/portfolio management experience, including C-level sales--- Proven experience in cultivating and strengthening client relationships with senior levels--- Proven ability to coach colleague with less experience and or knowledge--- Demonstrated ability to work independently toward the achievement of personal and team goals--- Demonstrated effective communication skills, including written, oral and presentation skills--- Effective planning, prioritization, and time management skills--- Proven ability to develop and maintain a healthy pipeline--- Ability to quickly learn various sales applications Desired Skills: --- Bachelors Degree or equivalent preferred Shift:1st shift (United States of America)Hours Per Week: 40
most complex relationships. Provides assistance or training to lower level or new leasing representatives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, backssing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Initiates contacts for developing new sources of business. Cultivates and
maintains relationships with numerous sources of new business. Arranges personal meetings with prospects to explain leasing services, rates, and terms of lease agreements.
Interviews prospective lessees to develop background information to determine acceptable credit risk. Communicates subsequent investigation results to lessees and initiates lease contract formation where applicable. Coordinates the appraisal of equipment to be leased with departmental staff to determine acceptable structure, pricing, tax, and residual risks, ensuring that necessary documentation is complete and accurate. Ensures collateral is evaluated within standard practices. Prepares market competitive and internally
profitable lease quotes by researching market rates, proposing acceptable lease structures, maximizing the use of tax benefits, and insuring sufficient company profitability.
Structure, design, and propose viable lease transactions. Work with clients to tailor agreements that meet customer needs from the beginning of the deal to the close. Manage customer relationships on an ongoing basis by monitoring and being proactive with respect to the changing dynamics of the market conditions and competition. Works closely with tax and legal specialists to ensure that lease contracts comply with applicable laws and regulations. Assumes additional responsibilities as assigned.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree preferred.7+ years of experience with a finance/leasing company in sourcing, developing, and closing lease transactions. Excellent organizational skills. Independent self-starter and proactive marketer. Ability to build and maintain long-term relationships with lessors and senior level management with appropriate companies in region. Polished professional sales, marketing, and presentation skills. Excellent oral and written communication skills. Comprehensive financial analysis and financial selling skills (knowledge of FASB 13, cash flow, balance sheet, and profit and loss effects of leasing).
Excellent working knowledge of word processing, spreadsheet, and pricing software. Expertise with the HP12C or HP17B calculator. Commercial Equipment Finance Rep IV - Carolinas LOCATION -- Charlotte, North Carolina 28202Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, interactionual orientation, gender identity, military status, veteran status or any other legally protected status.
success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry.
Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members. General Accountability The primary purpose of this position is to assist Allegacy Federal Credit Union in living out our Brand Promise: We’ll always do the right thing for your Wellbeing. To achieve this goal, the employee shall live out the Allegacy Behaviors while providing World
Class Member Service to both internal and external members. This position is an integral team member of the Allegacy Investment Group whose primary responsibility is to actively identify and engage both members and non-members identified as High Net Worth (HNW) potential and to enhance the personal and financial wellbeing of these individuals, their families, and their friends and co-workers.
This will be accomplished by employing any and all resources of the credit union. Nature and Scope This position must understand the capabilities of Allegacy’s “three-legged” revenue and service providers: Retail, Allegacy Investment Group, and Allegacy Business Services and work to leverage them
to benefit the member’s wellbeing. Additionally, the position holder shall possess the ability to uncover/identify member assets, liabilities, needs, goals, and objectives and to make referrals to the appropriate credit union resource(s).
This position is responsible for meeting the monthly goals set by the reporting manager. These goals include, but are not limited to, invested dollars, deposits, loans, and referrals. This position also acts as a liaison for community and member related events. Specific Accountabilities Recruit, serve, and maintain mass affluent credit union member relationships, highlighting Allegacy’s distinct approach to holistic financial care, broad expertise, and thorough service offerings Develop and sustain future pipeline of new members through participation in community events, marketing initiatives, networking, and by generating referrals from clients and other business lines Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis; presenting strategies; implementation of the plan; and providing ongoing member reviews Serve as a liaison among all lines of business to deepen the member relationship (Allegacy Investment Group, Retail Banking, Business Services, Insurance, Mortgage Lending, Business Development) Maintain ongoing relationships with members including no less frequent than annual relationship planning activities Build branch relationships and support branch staff within a defined territory to uncover the needs of our members through meaningful conversations Deliver consistently exceptional service to members, teammates, and prospects Achieve production and referral goals through the recommendation of suitable banking and investment products, insurance solutions, and other services to meet the goals, time horizon, and member’s tolerance for risk Knowledge, Skills, and Abilities Knowledge of financial planning process as defined in the standards for Certified Financial Planners® Knowledge of the potential revenue sources related to deposits, loans, and financial planning products Commitment to personal and professional development to enhance success of the credit union Commitment to learn from and implement ideas from both internal and external resources so to improve the services provided Commitment to continual training on products and services offered through Allegacy Investment Group and the credit union so to enhance the financial wellbeing of our members Excellent problem solver Excellent teaching skills with the ability to make the complex simple Superior presentation and organizational skills Strong written and verbal communication skills Is a self-starter and can work well collaboratively Sales and relationship driven Advanced level of performance and requires minimum supervision Ability to operate in highly confidential arena POSITION REQUIREMENTS FINRA Series 7 and 63/65 or 66 required Insurance licenses required: Life, Health, and Long-term Care Bachelor’s degree in economics or finance preferred Minimum 2 years’ experience in financial services (banking and/or financial advising) preferred Working knowledge of financial statements Working knowledge of structuring and underwriting loans Proficient in Microsoft Excel, Word, and Power Point Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS).
Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit. Non-deposit investment products and services are offered through CUSO Financial Services, L.
P. (" CFS" ), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country. EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
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In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion
a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity
incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote.
Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.
As an organization, we keep growing - and so will you. Job Requirements Must be eligible for employment under regulatory standards applicable to the position. Hours 20 Job Details The Banking Associate is a banking professional that is integral to TD's Brand promise as they are accountable for delivering legendary Customer experiences in a Store location while accurately completing everyday banking transactions and offering advice and educational support on services, products, and tools to help Customers achieve their goals.
Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@.
Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you! Qualifications Education & Experience: High school diploma or GED 1 years related experience required Superior Customer Service skills Teller experience (Preferred) / Must complete Teller training and part 1 of platform training Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License (Preferred) Business Line TD Bank AMCB Job Category - Primary Retail Banking - Customer Service Job Category(s) Retail Banking - Customer Service Time Type Part Time Employment Type Regular TD Securities
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity
to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more
experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 11 Kitchen Pl, ASHEVILLE, NC 28803-2668 @RWF22 Posting End Date: Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9af7c203-e1a6-48e6-9ac3-f0e3ff81d170
record amounts and serial numbers, sign and date receipts and manifests Load/unload wagons or flatbed carts with bags/boxes of coin Sort individual cargo items by route Communicate verbally with co-workers and with customers via telephone Requirements Load/unload bags/boxes of currency, checks, and coin weighing an average of 50 lbs.
per item several times during a 6-to-10-hour shift, 5 to 6 days a week Push wagons, carts, buggies, dollies loaded with cargo weighing up to several hundred pounds Unrestricted ability to repetitiously bend, stoop, squat, stand, walk, climb, twist, turn, and reach out Ability to perform repetitious lifting of items weighing an average of 50 lbs. each from
floor Ability to walk continuously between bins, vaults, booths, and counters Ability to stand on concrete floor approximately 80 percent of shift Ability to sign and record numbers by hand and to make entries on records and prepare reports.
Ability to count, add, subtract and balance columns of numbers A valid firearms permit or ability to pass applicable firearms requirements may be required Our Benefits: Loomis employees drive the very core of our business. Our success depends on our team members, and that---s why it---s important for us to offer an employee benefits program that is not only extremely comprehensive, but also one of the best in the industry. Key benefit components include:
Health Insurance, Dental, Vision plan Vacation and Sick Time (PTO) as well as Paid Holidays Employee assistance plan Short-term and Long-term disability 401(k) plan Basic life insurance plan Voluntary life insurance plan Flexible spending account Dependent care account Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US.
Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company---s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers.
Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team
