Proven experience in financial management in a US nonprofit organization Strong understanding of nonprofit accounting principles and fund accounting Three or more years experience with Quickbooks and financial management Proficiency in financial software and Microsoft Excel Bachelor's degree in Finance, Accounting, or a related field (preferred)
and retain top-level independent contractor agents Required Qualifications: Hold a valid life & health insurance license High school diploma or undergraduate degree (industry experience may be substituted) Three or more years of experience in insurance marketing and sales Demonstrated experience in effectively managing and motivating independent or career insurance agents Possess basic computer navigation skills and knowledge of basic computer programs/applications
Required Qualifications: 2+ years of territory sales experience, preferably with National Retailers and/or National Carrier Operators Experience using sales data and insights to recommend and drive localized sales programs Strong background in operational excellence and merchandising execution Self-starter with the ability to drive revenue growth programs while adhering to Samsung Brand expectations Strong experience managing competing priorities and collaborating with internal and external stakeholders
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday-Friday 9am-5pm This role will: Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identify and address clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve client problems either through
direct personal action, or referral to alternative branch or bank resources.
Identify and maximize cross-sell banks opportunities through exploring needs. Perform other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday - Thursday 9am-5pm, Friday 9am-6pm This role will: Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identify and address clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve client
problems either through direct personal action, or referral to alternative branch or bank resources.
Identify and maximize cross-sell banks opportunities through exploring needs. Perform other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. The ideal candidate for the Loan Specialist position will have the skills and experience necessary to: Provide administrative and/or operational support within one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
May draft loan presentations and clear all identified loan exceptions. Maintain files, documents, notes, etc. Review and verify the completeness of files with all necessary documents and signatures required. Research and resolve lending inquiries and issues. May prepare
and/or track disbursements, loan documents, and reports, and obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients.
Other duties as assigned. Qualifications: Requires High School diploma or equivalent and some previous banking or loan processing, documentation, loan assistant experience, or other directly related experience. A combination of education and experience may job requirement. Basic knowledge of lending processes, loan principles, documentation, and loan systems. Knowledge of banking processes and procedures is helpful. Must have good organizational and customer service skills. Must be accurate and possess numeric
and verbal aptitudes. Good research, audit, and communications skills, both written and verbal.
Ability to complete processes and meet deadlines. Working knowledge of computer programs i. e. word processing, spreadsheets, or related software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.
These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions
Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Draper, UT marketplace. At Zions Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers As a Zions Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your book of business through identifying value-added products and services for clients, identifying, and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, as well as coordinating with wealth management specialists to deliver the right solution for the client.
The ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively.
Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred A Combination of education and experience may meet the requirements Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Additionally, incorporating components from other similar job postings, we also seek candidates who: Exhibit a track record of building and managing high net worth client relationships. Possess a keen understanding of financial planning. Can demonstrate a history of successfully exceeding sales targets. Exhibit a deep commitment to continuous professional development and staying up to date with industry markets, trends, certifications, and best practices.
If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday-Thursday 1pm-5pm, Friday 1pm-6pm This role will: Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identify and address clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve client
problems either through direct personal action, or referral to alternative branch or bank resources.
Identify and maximize cross-sell banks opportunities through exploring needs. Perform other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a BSA/AML Enhanced Due Diligence Analyst to join our team.
This position will be full time work from home in a location within the Zions Bancorporation footprint (Utah, Arizona, Nevada, Texas, Arizona, California, Washington, Oregon, Idaho, Colorado) Responsible for BSA/AML investigative operations and the application of the BSA and USA PATRIOT Act requirements to daily activities. Analyze high risk client activity for possible suspicious activity related to illegal activities such as money laundering, terrorist financing or fraud. Utilizes multiple sources for determining
customer activity is not suspicious or warrants further analysis.
Present a logical supported conclusions for the customer backssment. Understands and applies knowledge of BSA/AML typologies and the ability to identify red flags and current trends of suspicious activity during the review of alerted activity. Communicates with branches to gather further client information to decision the alert. Writes communications necessary to close alerts that clearly support the conclusion. Meet SLA requirements and Quality Assurance performance levels for completed work. Responsible for three different types of reviews: Ongoing Due Diligence (ODD) Alert backssments, High Risk backssments and High Risk Reviews.
Responsible to understand each client due for review and review type. Documents reviews in the case management system. backss complex customer relationships and understand relationships across multiple account relationships. Prepare and thoroughly document factual findings in an accurate and timely manner. Communicates with branch and department managers, as necessary, in researching and investigating cases. Compiles data and maintains necessary records and files to assure efficient and consistent reporting of investigations. Makes recommendations for closing account relationships to the appropriate management or risk officers.
Meet SLAs for the completion of schedule reviews. Perform other duties as assigned. Qualifications: Requires a bachelor's degree in Intelligence Studies, Accounting, Finance or related field and 1+ years of Bank Secrecy Act and/or AML compliance processes, procedures, and regulations or other directly related compliance experience. Financial crime investigation experience preferred. A combination of education and experience may meet requirements. Relevant Professional Certification; Association of Certified Anti-Money Laundering Specialists (ACAMS), Associate of Certified Fraud Examiners (ACFE) or Association of Certified Financial Crime Specialists (ACFCS) is a plus.
Basic working knowledge of BSA/AML Compliance as it applies to suspicious activity for money laundering, terrorist financing and fraud. Understanding of complex financial transactions and business relationships. Good analytical, documentation, customer service and communication skills, both written and verbal. Ability to manage deadlines, be organized, follow through, detail-oriented and accurate. Ability to meet performance expectations including Service Level Agreements for errors and Quality Assurance score expectations.
Ability to meet deadlines, work independently and adapt to changing priorities. Good research and problem solving skills. Ability to translate complex situations into easily understood narratives. Ability to be an independent thinker and to defend one's own work. Ability to handle delicate and/or sensitive situations. Strong PC skills desired with an emphasis in MS Excel and Word. Knowledge of related systems used to conduct research and bank operations as it relates to the flow of funds through financial institutions.
This position is eligible to earn a base salary in the range of Level I: $48,000-$70,000 annually Level II: $54,000-$79,000 annuallydepending on job-related factors such as level of experience and location. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, 15 days of Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products
and unique expertise in technology, data collection, and financial controls, our product 340BDirect offers simplicity, order, and transparency to each of our customers. As a company whose success is measured by individual customer performance, Procuity understands that quality is the one non-negotiable component of every solution we prescribe.
We work in close partnership with each customer to solve business problems with decision-critical information through innovative software solutions, and professional guidance. The ideal candidate for the remote Business Analyst will have the skills and experience necessary to: Review, analyze, and evaluate business processes, procedures and user
needs. Provide data analysis to support, compile, and report key information for operations and business objectives. Drive processes and improvement initiatives by gathering and documenting business requirements.
Perform and participate in the analysis, design, and implementation of business processes and procedures following appropriate standards. Analyze and interpret data to identify trends, patterns, and opportunities for the business and clients. Communicate analysis and interpretation to appropriate audience. Produce, publish, and distribute operational reports relating to the development and performance of products and processes. Conduct tests or test planning sessions, provide
input for feasibility, and prepare user documentation and follow-up evaluation.
Act as a liaison with various departments, management, and staff to resolve problems and improve processes and procedures. Perform other duties as needed. Qualifications Requires a Bachelor's business, finance or a related field and some experience in business process analysis, gathering and documenting business requirements or other directly related experience. Experience in analysis of business process and workflow and/or process improvement recommendations. Some experience with project methodology. A combination of education and experience may meet requirements. Basic knowledge of business processes analysis, business workflow, and process improvement recommendations.
Basic knowledge of project techniques and practices. Knowledge of department specific processes, computer or systems applications or other knowledge skills or abilities may apply. Ability to solve problems including multiple priorities and research conflicting and/or inaccurate data. Good analysis and communication skills, both verbal and written. Solid interpersonal skills with the ability to work with both management and staff employees. Must be able to meet deadlines. Benefits: Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, 15 days of Paid Time Off (PTO). (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products Pay range (depending on experience) : $70,000-$85,000
grow, develop, and advance in their careers - 33% of our job openings are filled by internal candidates. Our Workforce of the Future, Diversity, Equity, and Inclusion (DEI) programs, and Up-Skilling initiatives will open doors for you to build your network across the organization, strengthen your technical and soft skills, and give you opportunities to volunteer in the local communities that we serve.
We believe that investing in your success and well-being is an investment in our customers and our business. Your Purpose Help every customer feel valued by your words and actions Inspire our customers to tell someone about their positive experience Deliver meaningful solutions for our customers
through inbound phone interactions Seek to add value to each customers' experience by sharing your knowledge of our products and services Develop your skills and knowledge in technology, banking, and leadership to help grow your career Build meaningful relationships with our customers What You Can Expect100% fully remote position (requires internet connection and workspace free from distractions)12 weeks virtual online training that begins Wednesday, February 7 at 12:30 pm MSTPaid training hours Monday-Friday, 12:30 pm-9:00 pm MSTStarting hourly wage of $17.00Are you bilingual in Spanish?
Upon completion of training and passing a Spanish language backssment, you will receive an additional
$.75 per hour. After 6 months or less of proven performance, you are eligible for cross training and an additional $.75 per hour.
Milestone Bonus at 6 months ($500), 12 months ($1,000), and 18 months ($1,500)Flexibility to help you balance life and work; fulltime, part-time, and flexible shifts available after training What Makes You a Great Fit? Passion to serve others, learn continuously, and contribute positively to our culture Enjoy interacting with customers using your outstanding communication skillinteractionperience helping customers solve problems, educate on products/services, and putting the customer first Knowledge of banking and financial services, a plus Knowledge of various computer software, ability to navigate multiple systems, and strong keyboarding skills Live within 90 miles of Vernal, Utah High School diploma or equivalent Don't meet every requirement?
Studies have shown women and historically marginalized populations are not as likely to apply to jobs unless they meet each qualification. We are dedicated to building a diverse, equitable, and inclusive workplace. If this job appeals to you but your past experience doesn't align perfectly with the qualifications in the job description, we encourage you to apply anyway.
You may be a great fit for Zions Bancorporation. What Makes Us a Great Fit? Culture committed to your success100% remote, work from home - save money, save commute time Competitive pay, plus monthly incentive opportunities Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products Monthly contests to keep things fun and rewarding Professional development/leadership development opportunities.
Testimonials: See yourself at Zions" When I started here at the Call Center, I thought I would only give this a three-month try but getting to know the people I work with, found a work family which I felt I had to be a part of.
Fourteen years later, I'm still here because of the wonderful work environment that was afforded to me! " " Zions Bank is so willing to invest in people, and if you want to accomplish something here the leadership will help you every step of the way. I have had nothing but support and encouragement throughout my time here and have been given an opportunity to truly make Zions Bank my career. "
For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and " among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. Work closely with members of the community by helping them build a better financial future.
You'll become a banking expert and guide clients to products and services that will improve their everyday lives. You will also be working with employees who are there to support you, your family, and your career aspirations. Take your first step in your banking career and gain invaluable insight into our operations, procedures, and abilities that
make Zions Bank one of the premier banking institutions in the west. We look forward to having you join the Zions Bank family! Minimum pay is $17 per hour Work schedule is: Monday - Friday 9am-5pm This role will: Be responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
Identify and address clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve client problems either
through direct personal action, or referral to alternative branch or bank resources.
Identify and maximize cross-sell banks opportunities through exploring needs. Perform other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients needs. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products
The Most Powerful Women in Banking. " Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success.
We recognize that banking is a " local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities.
At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.
These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions
Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Salt Lake City, UT marketplace. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers As a Zions Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your book of business through identifying value-added products and services for clients, identifying, and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, as well as coordinating with wealth management specialists to deliver the right solution for the client.
The ideal candidate will: Exhibit a strong passion for providing top-tier client experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. Demonstrate exceptional communication, relationship management, and sales skills. Be adept at evaluating, advising, and supporting the bank's clients effectively.
Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred A Combination of education and experience may meet the requirements Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A CFP® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Additionally, incorporating components from other similar job postings, we also seek candidates who: Exhibit a track record of building and managing high net worth client relationships. Possess a keen understanding of financial planning. Can demonstrate a history of successfully exceeding sales targets. Exhibit a deep commitment to continuous professional development and staying up to date with industry markets, trends, certifications, and best practices.
If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.
today. We are seeking an IT Platform Engineer to join Zions Bancorporation. The IT Platform Engineer plays a key role in analyzing applications databases, providing data and data sets, and scaling automated services to our engineering environments. This position will be a key technical contributor in the implementation, adoption, management, extension, automation, training, designs, integrations, and overall success of an investment in technology and automation in our engineering ecosystem.
An IT Platform Engineer should have an established expertise in database architecture and schema, test data automation engineering, data obfuscation engineering, and providing data sources and data
sets into application environments and processes. As well, automation, scripting skills, and an understanding of database technologies along with ability to work well with users and consumers of your platform services will make you the most successful in this role.
The IT Platform Engineer will: Contribute expertise and engineering skills to ensure adoption and migration to Delphix as a TDaa S (Test Data as a Service) across all required enterprise databases. Contribute in process flow design for adoption, implementation, and consumer support of TDaa SContribute in designing and testing individual solutions and adoptions per scenario, including step solutions or all-at-once for complex
enterprise with many inter-related/inter-dependent data sources. Contribute to automated process creation and management designs including integrations with other systems, data catalogs, data testing, tracking, notification and logging tools.
Ensure consistent application of enterprise data masking standards and policies to all applicable fields. Contribute in system and service updates, uptime, and maintenance. Become a subject matter expert on Delphix platform, features, configuration and solution design. Work effectively with consuming teams on both a personal and technical level to ensure mutual success. Work effectively with peer-invested teams like Data, Information Security, Engineering to ensure mutually successful goals, solutions, processes.
Qualifications: 4+ years of experience in engineering and providing automated database masking and/or obfuscation solutions to engineering environments. Delphix specific experience is a bonus. 2+ years of experience working with database and data solutions which required specific work identifying and handling/solving for data privacy fields and data masking or protection solutions. Strong troubleshooting skills, analytical ability, judgment, and problem analysis techniques Strong experience in one or more automation scripting languages (ex: Python, Powershell) is a bonus.
Strong interpersonal and communication skills, both verbal and written. Need to be strong technically and be able to effectively communicate that information to stakeholders.2+ years of developing database architecture and/or designs solutioninteractionperience required in working with relational databases design and schema like Oracle, MSSQL, Postgre SQL. Understanding of database validations, constraints, syntax and data typeinteractionperience scripting, querying, and writing in T-SQLSolid organizational, time management and judgment skills Bachelor's degree in Information Systems, Computer Science or a related field.
A combination of education and experience may meet the requirements. Optional, but preferred - Experience working on Agile team, understands Agile team concepts in practice. Location: This position has a hybrid work from home schedule with a minimum of three days per week in the office at the new Zions Technology Center in Midvale, UT. The Zions Technology Center is a 400,000-square-foot technology campus in Midvale, Utah. Located on the former Sharon Steel Mill superfund site, the sustainably built campus will be the company's primary technology and operations center.
This modern and environmentally friendly technology center will enable Zions to continue to compete for the best technology talent in the state while providing team members with an exceptional work environment with features such as: Electric vehicle charging stations and close proximity to Historic Gardner Village UTA TRAX station. At least 75% of the building is powered by on-site renewable solar energy. Access to outdoor recreation, parks, trails, shareable bikes and locker rooms. Large modern cafe with a healthy and diverse menu.
Healthy indoor environment with ample natural light and fresh air. LEED-certified sustainable building that features include the use of low VOC-emitting construction materials. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
