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Job Overview This job posting is anticipated to remain open for 30 days, from 02-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

This role will work directly with the VP of Finance and play a critical role in day-to-day accounting, reporting, and analysis to support strategic initiatives. Bachelor's degree in Accounting, Finance, or related field (CPA preferred).

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Join a newly formed team supporting both treaty operations and a recently launched function at a leading global reinsurer.This role is focused on financial oversight of reinsurance contracts, ensuring accuracy in remittance, premium payments, and claims billing.Reports to the Chief Underwriting Off

Senior Contractors Insurance Underwriter - Mount Vernon, NY Insurance Underwriter Specialty Contractors and Service Providers General Liability GL Professional Liability PL Excess Liability Commercial Auto Workers' Compensation WC Property Damage Pollution HVAC Fire Suppression Pest Control Landscap

The Accounting Department seeks adjuncts to teach in-person courses such as Financial Accounting, Managerial Accounting, and Intermediate Accounting. Note: Candidates who are CPAs of another state are required to become New York CPAs in order to teach Accounting in New York. Accounting/School of Bus

We are seeking a results-oriented, detail-driven A/R Specialist with experience in bookkeeping and accounting to join our headquarters team.

Previous experience as an accountant, bookkeeper, or similar position.

Applicants must be authorized to work for ANY employer in the U. All applicants must be able to work in our Tarrytown office Tues/Wed/Thurs (remote on Mon/Fri).

Knowledge of general financial accounting and cost accounting. Bachelor’s degree in accounting, or related field, required. Understanding of and the ability to adhere to generally accepted accounting principles.

This role is integral to the financial operations of our multi-site organization, providing hands-on experience in cash management, reconciliations, financial reporting, and more. If you're passionate about making an impact on the health and wellness of pets through financial excellence, we’d love

Proficient in Microsoft Office Suite (Excel, Word, Outlook), Google Suite, and accounting software. Enter invoices into the accounting system and ensure timely processing. Associate's degree in accounting or related field.

The Bookkeeper / Office Manager is a full-time position and handles both the financial and administrative aspects of an office, managing tasks like bookkeeping, payroll, and office operations, while also preparing reports and ensuring accuracy in financial record. Administer employee benefit program

Gelfand, Rennert & Feldman is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients

Accounts Receivable Billing Coordinator, Medicare.Visiting Nurse Services Westchester .The Billing Coordinator will be responsible for the coordination of patient invoices and electronic billing of VNSW and WCAH private and MLTC accounts receivable.Visiting Nurse Services Westchester, established i

In compliance with applicable law, this range is a good faith estimate based on potential employee qualifications, operational needs and other considerations permitted by law.

This in-office role is responsible for general ledger accounting, tax compliance and analytic support for company operations. Prepare and review monthly, quarterly and year-end work paper packages from posted journal entries and general ledger analysis. Prior experience at a general contracting comp

Payroll Analyst Reports To: Payroll Operations Manager 4 days onsite - White Plains, NY $70,000-90,000 Job Overview: We are seeking a detail-oriented and experienced Payroll Analyst. The ideal candidate will possess a strong background in payroll processing and excel in utilizing advanced Excel functions, including VLOOKUPs, pivot tables, and macros. This role involves managing payroll data, ensuring accuracy, and contributing to process improvements. Key Responsibilities: • Payroll Processing: Manage and execute payroll tasks, ensuring timely and accurate processing for various payroll cycles., • Data Analysis: Utilize advanced Excel skills, including VLOOKUPs, pivot tables, and macros, to analyze and manipulate payroll data., • Payroll Reconciliation: Review and reconcile payroll data, addressing any discrepancies and ensuring compliance with company policies and regulations., • Reporting: Prepare and generate detailed payroll reports and summaries using Excel, providing insights and recommendations for process improvements., • System Management: Work with payroll systems to ensure data accuracy and integrity. Implement improvements and updates as needed., • Issue Resolution: Address and resolve payroll-related issues and employee inquiries, providing clear and accurate information., • Process Improvement: Identify and suggest efficiencies in payroll processes to enhance accuracy and streamline operations., • Experience: Minimum of 3-5 years of experience in payroll processing and analysis., • Excel Skills: Proficiency in Microsoft Excel with strong experience in VLOOKUPs, pivot tables, and macros. Additional Excel skills are a plus., • Knowledge: Understanding of payroll practices, tax regulations, and compliance requirements., • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred. If this opportunity aligns with your experience, please apply, referencing ID#/JN – 072025-286108. Please note that our client is unable to provide visa sponsorship or relocation for this role. The listed salary range serves as a guide and the salary offered within that range to the candidate selected will be based on experience, qualifications, and location.

We are seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Founded

Job Summary We are seeking a detail-oriented and experienced Construction Accountant to join our dynamic finance team. This role offers an opportunity to work with advanced financial software and contribute to the overall financial health of the organization. Responsibilities: • Must have residential/commercial construction experience, • Responsible for the processing, reviewing, tracking, and general ledger posting of construction draws for multiple projects and preparing AIA’s., • Process accounts payable from on-boarding vendors, reviewing invoices, securing Project Managers approval, securing / maintaining subcontractor insurance policies and securing lien waivers for payment., • Process accounts receivable and understand the construction billing and collections process, management, and reporting., • Maintain payment draw files and invoice files., • Perform/review bank account reconciliations., • Reconciliation of Vendor statements and Customer payments., • Prepare deposits and weekly cash flow forecasts., • Report directly to Controller, • Back up responsibilities in other divisions of the company, • Growth potential within the Company, • Utilize QuickBooks/Excel and other financial software for efficient data management., • Collaborate with cross-functional teams to support business objectives and improve financial processes., • Bachelor’s Degree in Accounting or Business Management or closely related field., • Personal effectiveness and credibility, analytical, good communication skills, proficiency and flexibility. Ability to interact well with others in order to accomplish objectives in a timely and efficient manner., • Ability to respond effectively to the most sensitive inquiries or complaints. Ability to communicate effectively (oral/written) pertinent information to all levels of management and field operations Pay:$95,000.00 - $105,000.00

Confidential Compensation Associate Location: Greenwich CT - Hybrid ***MUST HAVE FINANCIAL SERVICES/ASSET MANAGEMENT BACKGROUND Workday experience strongly preferred We are seeking a highly analytical and detail-oriented Compensation Associate to join a high-performing HR team within a fast-paced, data-driven environment. This role is ideal for someone who is passionate about compensation analytics, process optimization, and data integrity — and who understands the critical importance of accurate, competitive pay practices in attracting and retaining top talent. The position will play a key role in supporting the annual compensation cycle, benchmarking efforts, and ongoing compensation data management, with a strong focus on process improvement and collaboration across HR and business teams. Workday HCM experience is a significant plus and will be highly valued in this role. Key Responsibilities • Support the annual compensation review process, including data validation, system setup, reporting, metrics, employee statements, and senior leadership summaries., • Partner with HR Business Partners to ensure compensation recommendations align with performance, internal equity, and market data., • Participate in annual market surveys, including data preparation, submission, and results analysis to inform compensation strategy., • Develop and maintain benchmarking reports and internal market data tools., • Create compensation analyses for new hires, including internal comparisons, external benchmarks, and candidate-specific factors., • Maintain and audit compensation data, including new hire entries, deferred compensation, long-term incentives, and carry awards., • Draft offer letters and compensation-related documents., • Contribute to headcount planning and support compensation forecasting for financial planning teams., • Perform ad hoc compensation and data analysis in support of HR and business needs., • Assist with vendor management and internal stakeholder coordination as required., • Provide occasional support on payroll-related matters (experience with payroll systems is a plus). Required Skills & Experience • Minimum of 3 years experience in compensation, HR analytics, or a related field., • Advanced Excel skills (pivot tables, lookups, modeling, etc.) are a must., • Strong understanding of compensation principles, including job pricing, benchmarking, carry programs, and international pay practices., • Proven experience with data integrity, system maintenance, and process improvement., • Comfortable working with and analyzing large, complex datasets., • Highly organized, proactive, and able to manage multiple priorities., • Exceptional attention to detail and accuracy., • Strong communication skills and ability to collaborate across teams., • Sound judgment, discretion, and understanding of confidentiality in HR matters., • Comfortable working both independently and in a collaborative team environment. Preferred Systems Experience • Workday HCM (strongly preferred), • Compose, • EWM, • ADP WorkforceNow

Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas. At their core, those who join the Secret Service are courageous, intelligent, strong and determined. Conducting criminal investigations pertaining to financial obligations of the

This role requires extensive experience in financial analysis, forecasting, budgeting, and advising business executives.Senior Financial Analysts are responsible for interpreting complex financial data and providing actionable recommendations for improving financial outcomes.Develop financial models

Manage and execute payroll tasks, ensuring timely and accurate processing for various payroll cycles. Minimum of 3-5 years of experience in payroll processing and analysis. Maintain accurate and up-to-date payroll records and documentation, ensuring compliance with legal and company standards.

Looking for at least 4-5 years of experience.Role will be hybrid, 3 days onsite, 2 days remote -Mapping, reconciling, and UAT Testing of Balance Sheet and Income Statement Actuals and Forecast information between the General Ledger and multiple TM1 reporting cubes (including BANKMR, BANKPBF, PANDA,

Job Title: Billing Analyst Location(s): White Plains, NY Project Overview Billing requests are done on a daily basis for CPD - either for lump sum, payment plans or Financed.

Citi Private Bank - Uhnw Private Banker - Dir / Md. The banker safe act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.

Project Overview: The Accounts Payable Representative purpose is to deal with all aspects of vendor invoicing, including coordinating and working with internal departments, processing intake invoices from vendors, perform invoice verification, and e.

This role requires extensive experience in financial analysis, forecasting, budgeting, and advising business executives.Senior Financial Analysts are responsible for interpreting complex financial data and providing actionable recommendations for improving financial outcomes.Develop financial models

The Financial Crimes Risk AVP will assess Bank Secrecy Act (BSA), anti-money laundering, and reputational risk matters identified through the execution of the Firm's protocols for both new and existing customers. In addition, the Financial Crimes Risk AVP will have ultimate responsibility for escala

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

New York Blood Center Grants And Financial Analyst. The Grants and Financial Analyst will be responsible for managing an independent research portfolio of faculty members with a wide range of complex research projects. Reconcile accounts; perform accounting associated with monthly and annual close;

Job Title: Financial Analyst Location(s): White Plains, NY Project Overview We are seeking a skilled Financial Analyst to join our Treasury team.

AT SCHIMENTI CONSTRUCTION COMPANY. Maintain compliance with construction accounting.

May lead discussions with senior management in periodic and/or ad-hoc meetings. Senior Associate/Manager or equivalent experience at a public accounting firm or similar technical accounting experience in a large public company. Proficiency with researching accounting literature including FASB, SEC,

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

Inventory Services For Healthcare Delivery Industry.Our customer provides inventory services to the healthcare delivery industry.They audit inventories of medical, surgical, and pharmaceutical products as well as capital and patient care equipment.Our brand is our professionalism, accuracy, and punc

PepsiCo is a playground for curious people.We invite thinkers, doers, and changemakers to champion innovation, take calculated risks, and challenge the status quo.From executives to team members on the front lines, we're excited about the future.Together, we dare to make the world a better place.Our

At Schimenti Construction Company, we understand our people are our most important asset and with the best talent in the industry, we strive to consistently deliver world-class customer service. Knowledge of construction accounting processes, forms, and systems is preferred (Procore, Sage, etc.

Manager, Hedge Fund Accounting.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial services and healthcare organizations, from the world's largest companies

Assist with identification of risks impacting the projects and the organization from an accounting, finance and operations perspective. Work with Project Executives, Project Managers, Project Engineers and others to track and review monthly billing submissions and payment receipts from multiple owne

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with local agencies.Keeping a client contact regarding open issues.Friendly small firm environment conducive to

Staff Accountant Job Duties: Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.

Job DescriptionHartsdale, NY Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

The Chief Underwriting Officer (CUO) reports directly to the President/CEO of a W.