Customer service banking jobs in Hoboken, New JerseyCreate job alerts

Corporate Banking Underwriting & Portfolio Management - Associate Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Corporate Banking Underwriting & Portfolio Management underwrites and manages transactions, and routinely monitors them for risks inherent in a business loan portfolio. The incumbent provides support to the manager of the department on continuous improvement initiatives and takes the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate helps deliver an industry-leading experience for both internal and external customers and acts as a subject matter expert. • Leads deal diligence process including identifying all key risks., • Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports., • Helps to structure deals., • Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls., • Manages legal aspect of deal process., • Mentors junior resources on underwriting best practices. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. 5+ Years of financial analysis, structuring, and portfolio management experience - Required. 5+ Years of experience underwriting commercial and/or corporate loan transactions - Required. • Superior written and verbal communication skills., • Strong analytical skills and proficient with financial statements., • Ability to work in a fast paced environment with little supervision., • Ability to work well with others and on teams., • Proficient in Microsoft Office, including Word, Excel and PowerPoint., • Skilled in proposing and negotiating and recommending credit and covenant structures., • Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments., • Ability to foster strong partnerships with the related documentation and underwriting units., • Demonstrated practical and conceptual knowledge of credit and risk analysis., • Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship., • Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization., • Solid understanding of industry nuances applicable to the credits contained within the group's portfolio., • Solid knowledge of loan and related legal documents., • Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions., • Must demonstrate strong judgment and sound credit skills., • Knowledge of Federal banking regulations. Certifications: • Other Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $78,750.00 USD Maximum: $122,500.00 USD Link to Santander Benefits: Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

Job Description Administrative Tax Clerk The Clerk provides exceptional expense/financial and office services, delivering operational functions in the following areas: receiving, processing, and verifying invoices, tracking and recording purchase orders, and processing payments, while serving as a backup to other front or back of office functions. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Does extensive preparation and tracking of all expense reports and reimbursements; understands and complies with all policies, guidelines, and procedures for expense processing; completes monthly reconciliations of principal's expense profile. Communicates sick days, vacation days, early departures, late arrivals, and changes to the schedule. Generates research reports and pulls company and client information using proprietary tools, , online tools, , etc. Arranges and facilitates extensive domestic, international, and multi-destination travel including flights, hotels, and cars in accordance with IBD policy, expense guidelines. Provides general administrative or office management tasks. Supports incoming correspondence; archiving of documents, records, and reports in accordance with firm policy; performs general administrative errands; liaises with Office Administration team to assist in dissemination of critical information. Processes check requests and expense reports on a regular basis. Accurately reviews, codes, and processes vendor invoices. Maintains a large number of vendor accounts while staying in compliance with company policies and procedures. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) coverage or mail (back of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Possesses ability to work independently and capable of completing projects. Patient, calm, clear-thinking, poised, professional, and energetic. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 2+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$26—$26 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description BANK TELLER – BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Bank Teller for a well-established bank in the New York City Area. Salary: $35,000 – $45,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the BANK TELLER: • Provide excellent customer service, • Process account transactions, • Balance cash draws daily, • Provide daily proof and service to ATMs, • Respond to customer inquiries, • Examine checks, money orders and determine proper funds, • Keep a record of assigned reports and logs Requirements for the BANK TELLER: • Minimum of 1 year of customer service required, • Superb customer service skills, • Excellent verbal and written communication and mathematical skills, • Proficient in Microsoft Office Suite, • Knowledge of retail banking procedures and regulations, • High School diploma or equivalent, • Must be able to supply 3 employment references Company DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job DescriptionBrooklyn, NY/Crown Heights 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.

Job DescriptionBrooklyn, NY/Crown Heights 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.

Job Description UNIVERSAL BANKER – BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Banker for a well-established bank in the New York City Area. Salary: $40,000 – $50,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the UNIVERSAL BANKER: · Onboards customers and open new accounts · Process paying and receiving transactions · Execute cash vault activities · Schedule customer calls and follow up meetings · Reply to customer inquiries · Carry out assigned training · Process wire transfers and other electronic services · Knowledge of operating smart ATM’s, TCR’s or conventional teller stations Requirements for the UNIVERSAL BANKER: · Minimum of 2 years’ banking experience · Superb customer service skills · Excellent verbal and written communication and mathematical skills · Proficient in Microsoft Office Suite · Knowledge of retail banking procedures and regulations · High School diploma or equivalent · Must be able to supply 3 employment references Company DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job DescriptionAbout Culligan QuenchCulligan Quench’s purpose is to impact people’s lives and improve the earth by helping to eliminate the 500 million plastic bottles consumed each year. We play a front-line role in the battle against single-use plastic water bottles by delivering on-demand filtered water solutions to more than 120,000 healthy and environmentally conscious customers across North America. Our bottle-free water coolers, ice machines, sparkling water dispensers and coffee brewers purify the existing water supply, providing an endless supply of clean water and water-based beverages for a fixed monthly fee, typically under a long term bundled service and rental subscription agreement. Culligan Quench has grown from a small regional company to an international leader that had a successful NYSE public offering in 2016 and is now a strategic company owned by private equity backed Culligan. Headquartered in King of Prussia, PA, Quench has more than 1,600 team members operating out of more than 90 locations across North America and Puerto Rico. For more information visit About CulliganFounded by Emmett Culligan in 1936, Culligan is a world leader in delivering superior water solutions that will make a real difference in improving the health and wellness of consumers. The company offers some of the most technologically advanced, state-of-the-art water filtration and treatment products. These products include water softeners, drinking water systems, whole-house systems and solution for businesses. Culligan's network of franchise dealers is the largest in the world, with over 900 dealers in 90 countries. Many of Culligan dealers have valuable equity in their local communities as multigenerational family owners of their franchises. For more information visit . Values: 5CsCulligan as OneCustomers come firstCommitment to InnovationCourage to do what's rightConsistently deliver exceptional results The Regional Account Executive, Hospitality will play a key role in driving Quench as it continues its rapid growth with a focus on acquisition, growth, and development of new and existing regional and national Key Accounts in the hospitality industry. The ideal candidate will have the desire and ability to work in a fast-paced, process-oriented, results-driven environment.Responsibilities • Generate sales prospecting through face-to-face contact with hospitality-related ownership and purchasing groups and individual locations, maximizing potential lead opportunities and developing opportunity through existing clients., • Determine client needs and propose appropriate, customized solutions., • Meet or exceed the new business sales goals with consistent levels of daily/weekly activity., • Identify appropriate targets and large-scale opportunities., • Create and deliver high-quality, persuasive sales presentations to C-level and other executives., • Manage sales cycle including proposal development and contract negotiation., • Develop, maintain, and broaden relationships with Quench’s hospitality clients, • Play an important role as needed in client retention and contract extensions., • Complete administrative duties, such as preparing sales reports, keeping sales records, and filing expense account reports, • Maintain regular and reliable attendanceRequirements and Qualifications, • Prior field sales experience is required; experience selling to restaurants and hotels is a plus, • Passionate about the hospitality industry and a commitment to fostering sustainable water solutions, • Experience interacting with executives and influencing decisions within the C-suite is preferred., • Strong selling and negotiating skills; ability to overcome customer objections, • Excellent communication skills, via phone and email (clear, enthusiastic; good listening skills; quick understanding of customer needs; strong sales skills; strong follow-up skills), • Ability to work independently and adapt quickly and resourcefully to changing situations, • Solid team player with outstanding integrity, • Proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint), • Proficiency in Salesforce.com or comparable CRM system, • Bachelor’s degree PreferredHighlights, • Base salary plus uncapped monthly commissions, • OTE: Year 1: $90-110k, Year 2: $100-130k, • Remote, 3 days out in territoryBenefits, • Medical, Dental, Vision which start day one, • 401(k) match of 50% up to 6%, • Unlimited PTO and 10 paid Holidays, • Mileage reimbursement up to $700/ month • We never request banking details or other personally identifiable information during interviews. • Our recruiters will never ask prospective employees for payment to apply for a position or as a condition of employment. • Official emails are from our domain. Our approved emails will come from @quenchwater.com. Verify offers through our official HR channels to safeguard your privacy and security. If you have any questions or suspicions regarding the authenticity of any job posting or communication allegedly by or on behalf of Quench, please contact us immediately at . Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Description Position Summary: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a highly skilled and detail-oriented Investigator to join our Financial Intelligence Unit (FIU) within the Compliance department. CFSB offers a full range of banking services including ACH settlement services, pre-paid card issuance, and retail banking. In addition to serving our general customer base, we also service various types of money service businesses and FinTech companies. This individual will be primarily responsible for conducting the investigative process, ensuring timely and accurate case reviews, and adherence to regulatory requirements. They will adhere to performance and quality expectations, while maintaining high standards for FIU investigations. Key Responsibilities: • Conduct investigation escalations, ensuring investigations are thorough, timely, and comply with regulatory requirements., • Proactively manage case management inventory to ensure all SLAs are adhered to., • Prepare reports related to escalations, ensuring the accuracy and clarity of case summaries, investigation findings, and recommended actions., • Support the development and enhancement of procedures and guidelines related to investigation escalations and reporting workflows., • Identify trends in escalated cases, working with leadership to develop strategies for addressing systemic issues or control gaps., • Collaborate and proactively propose any and all efficiency ideas with open and transparent communication., • Stay updated on regulatory changes and AML/BSA typologies, ensuring processes remain aligned with evolving compliance requirements., • Participate in special projects and initiative to enhance investigation escalation processes, strengthen related controls, and address other FIU priorities as needed., • Ability to adapt to evolving priorities in a dynamic regulatory and operational environment. Knowledge, Skills, and Abilities:, • Strong knowledge of AML/BSA detection, investigation, and reporting processes, including SAR filing requirements., • The ability to assess complex investigation cases, identify potential risks, and recommend effective solutions., • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) or related software., • Strong analytical, organizational, and problem-solving skills., • Excellent verbal and written communication skills., • Ability to work both independently and collaboratively in a team environment. Education, Training, and Experience:, • Bachelor’s degree in Business, Finance, Risk Management, Compliance, or related field; or equivalent work experience., • Minimum of 3 years of experience in Compliance, Audit, or Internal Controls., • Strong Financial Crimes and AML/BSA regulatory knowledge., • Understanding of Bank Operations, Payments Services, and overall financial services ecosystem. Experience with correspondent banking is strongly preferred; former experience working with fintech partnerships helpful. Salary: $95,000 to $100,000 K / year "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. 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. JD - CFSB - Sr. Associate, Financial Intelligence Unit, Investigator.pdf

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: As Global Head of Customer Success, you will lead this mission-critical function as the voice of the customer at the executive level. Global Relay's product portfolio and customer base have grown exponentially, which requires our service model to evolve. This role will drive strategic direction for 20,000+ customers (multi-9 figure portfolio), with emphasis on driving enterprise success through retention, growth, and satisfaction. Reporting to the Global Head of Sales, you will lead a global team to optimize the customer journey and build long-term customer value. This is a unique opportunity to build and scale a world-class team and shape the future of Customer Success in the financial services sector and beyond. Your responsibilities: Strategic Leadership & Vision • Develop and execute a comprehensive customer strategy for Customer Success to oversee a multi-9 figure customer portfolio, ensuring measurable outcomes through proactive engagement, world-class service, and product adoption, • Set clear objectives and KPIs for customer satisfaction, retention, and growth, such as NPS and expansion revenue, • Build strategies to maximize customer retention and lifetime value, reducing churn and identifying upsell/cross-sell opportunities, • Lead and scale a high-performing global team of over 60 professionals (including regional leaders, individual contributors and operations analysts) to meet growing demand, • Mentor and empower reporting leadership team to deliver exceptional service and achieve strategic objectives, • Own customer success KPIs: retention, expansion revenue, NPS, and customer health, • Collaborate with finance, product, and sales teams to align customer success initiatives with broader business outcomes, • Partner with commercial teams and respective leadership including Sales, marketing (CMO), product (CPO), Legal (CLO), etc.) to ensure alignment and execution of go-to-market plans, • 15+ years of experience in senior leadership roles, ideally within SaaS or technology sectors, • Proven success leading customer success teams in a SaaS environment, with a track record of scaling teams and strategies across multiple regions, • Deep understanding of SaaS business models, customer lifecycle management, and subscription revenue dynamics, • Expertise in implementing global service models that satisfy customer demands across geographies, verticals and personas, • Excellent leadership, communication, and interpersonal skills, with the ability to inspire and motivate teams and work with the C Suite, • Financial Acumen: Strong understanding of complex deal structures, deal desk operations, SaaS financial models, and pricing strategies, • Experience in negotiating and designing enterprise contracts, revenue recognition, and aligning customer success metrics with financial outcomes, • Demonstrated SaaS success in the financial services industry (banking, fintech, insurance, etc.), and other regulated industries e.g., Healthcare is an attribute Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$200,000—$300,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job Description SERVICE & SUPPORT SPECIALIST – BANKING - FINANCE United Staffing Solutions, a leader in the staffing industry, is currently seeking an experienced Banker for a well-established bank in the New York City Area. The Service & Support Specialist will assist with bank processes, systems, and operational procedures. Salary: $60,000 – $70,000 depending on experience. Excellent Benefits Package. Hours: Monday-Thursday 9am-4pm, Friday 9am-6pm, flexibility required if needed to work on some weekends. Responsibilities for the Service & Support Specialist: • Record and resolve support requests, • Provide cross-functional support to other areas of the bank and department, • Work with staff and specialized departments, • Offer guidance on operational procedures, account maintenance, system navigation, and technology troubleshooting, • Participate in testing, upgrades and implementation of third-party systems, • Assure adherence to bank policies and procedures Requirements for the Service & Support Specialist: · Associate’s Degree or equivalent in Business, Finance, or related field • Minimum of 2 years of experience in retail banking, banking operations or call center, • Occasional travel to other locations as needed, • Excellent customer service skills, • Proficiency in MS Office Suite, core banking systems, and web-based platforms, • Experience with case management or ticketing systems preferred, • Knowledge of retail bank products, services, and related operating procedures, • Familiarity with banking regulations, and compliance requirements, • Excellent verbal and written communication skills, • Must be able to supply 3 employment references Company DescriptionAt United Staffing Solutions: We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job Description About Vitesse We are Vitesse – the treasury and payment partner of choice for insurance. Formed in 2014 by a team of proven FinTech entrepreneurs, we are an NYDFS-regulated business providing global claim funds management and payment solutions. Operating one of the largest banking and payment settlement networks in the world, we give our customers direct access to 200 countries and currencies. Through a single integration, insurers can use this network to pay claims in as fast as 45 seconds and deliver a superior claimant experience. Our market-leading treasury proposition provides insurers with transparency and control over their claim funds, even when delegated to third-parties, allowing them to have their money in the right place, at the right time, to make that all-important payment when customers need it most. With over 200 employees across our London headquarters, Europe, and the US, $93m Series C funding secured, and exceeding £10bn in processed transactions, we are only just getting started. We are collaborative, customer centric and work with integrity, whilst partnering with some of the biggest insurance leaders including Lloyd’s of London and AXA. We take huge pride in our company culture, ensuring that everyone has a part to play, an opportunity to be heard, be involved, and the ability to make a real difference. As we continue to scale up, we want like-minded humans to join us on this exciting journey. Are you ready? About the Role Reporting into the US-based Pre-Sales Manager, you will play a pivotal role in Vitesse’s sales and product development processes. You will partner with our sales, product, and engineering teams to deliver compelling, value-driven demonstrations and technical presentations. You will be responsible for understanding customer needs, positioning our solutions effectively, and driving engagement with prospects and partners. You will also collaborate closely with the product team to establish a continuous feedback loop, aligning current product functionality, upcoming feature releases, and customer requirements to drive product improvements. This role requires a blend of technical expertise, consultative skills, and business acumen to help prospects and customers understand how our platform can solve their unique challenges. Responsibilities: • Leading discovery sessions to gain a comprehensive understanding of our customers’ needs, business objectives, and internal operations., • Participating in all stages of the sales lifecycle, including leading pitches, product demonstrations and technical workshops, • Establishing continuous collaboration and feedback loops with Product Owners to ensure alignment with customer needs and product improvements., • Working with each product team to ensure feature demos and product collateral support your needs, • Leveraging your deep functional and technical understanding of our products and their benefits, along with knowledge of our customers, you must be able to:, • Carefully choose which aspects or benefits of our product to highlight/downplay in each customer engagement, ensuring the message resonates, and the customer is not overwhelmed with complexity, • Propose (in consultation with the Product team) creative uses, adaptations, and customizations of our products to better meet individual customer needs (with a view towards reusability for future customers as well, as much as possible), • Manage and deliver relevant customer feedback to Product Ownership teams to aid in roadmap planning, • Work closely with senior stakeholders to define the business value proposition, target audience, and competitive landscape, • Ensure communications and sales collateral clearly explain the Vitesse value proposition and drive the right level of understanding and performance. Role requirements: • Experience working for a SaaS (Software as a Service) company is essential, having served the insurance industry is highly desirable, • Ability to demonstrate deep functional and technical understanding of an existing SaaS platform operating in the treasury, claims management, business card or high-value payments markets, • Experience delivering value-centric presentations (virtually and in-person) directly to key decision makers, • Experience working closely with sales teams and participating in all aspects of the sales cycle, • Excellent verbal and written communication skills, with the ability to influence stakeholders and key decision makers, • Ability to work cross-functionally with product, sales, senior leadership, success, and solutions teams, • Meticulous attention to detail, especially when creating external collateral (e.g. presentations, partner decks), • Stellar organizational and time management skills, • Experience attending networking events, expos and trade shows, • Experience presenting to large audiences and acting as an ambassador for the company and its solutions Benefits • 2 days of volunteering leave, • Recruitment referral fees of $1,000, • Medical Insurance, • Basic life & AD&D insurance, • Access to our mental health therapy partner Oliva wellbeing platform., • Sabbatical – after 5 years, • Addition day’s annual leave, • Sick Leave – 5 days, • Annual leave – 20 days, • Maternity leave, • Paternity leave, • Voluntary Critical Illness and accident Insurance (employee paid), • Employee Assistance Program, • Ongoing learning & development, • Commuter Benefits Offering $145k-$165k We offer a hybrid work approach with 3 days in the office. We are an Equal Opportunity Employer We are committed to creating an inclusive environment that enables everyone to perform at their best, where we recognise the rights of all individuals to mutual respect and where there is an unbiased acceptance of others. Our policies and practices aim to promote an environment that is free from all forms of Unfair discrimination and values the diversity of all people. At the heart of our policy, we seek to treat people fairly and with dignity and respect.

Job Description We’re looking for a detail-driven Credit Associate to join a leading financial services firm that supports clients in the fashion, retail, and creative industries. This role is pivotal in maintaining smooth credit operations, analyzing risk, and ensuring the seamless flow of credit approvals across a diverse client base. You’ll balance analytical precision with proactive communication—collaborating with internal teams, evaluating client accounts, and safeguarding financial integrity while delivering exceptional client service. IN OFFICE MONDAY - FRIDAY RESPONSIBLITITES * Manage and monitor client credit portfolios to maintain healthy account balances and minimize risk. * Review and approve credit requests within company guidelines. * Evaluate financial statements, trade data, and banking information to inform credit decisions. * Liaise with factoring partners and insurance agencies to secure coverage and resolve inquiries. * Identify potential risk trends and collaborate on strategies to mitigate exposure. * Process credit adjustments and term changes for approved invoices as needed. * Partner with Collections to ensure aligned credit and payment strategies. * Handle store and customer inquiries through email and phone communication. * Maintain accurate, up-to-date client records across internal systems. * Support system integrations and troubleshoot credit-related discrepancies. * Act as a reliable point of contact for client service teams and management. REQUIREMNETS * Strong organizational and communication abilities with a proactive mindset. * Background in credit analysis, accounts receivable, or financial operations. * Comfort with reviewing financial data, trade references, and bank reports. * Knowledge of credit insurance and factoring is a plus. * Ability to manage multiple priorities and deadlines with precision. * Professional demeanor, collaborative spirit, and a commitment to accuracy. Join a company that values both analytical excellence and client partnership—where your attention to detail directly contributes to client success and business stability.

Job DescriptionSalary: About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . The opportunity Uphold is seeking an experienced and strategic Director of Acquisition to own customer and commercial growth strategy in the USA. This is not a traditional marketing role you will take a multifaceted approach spanning product strategy, pricing, customer segmentation, and value proposition design to unlock scalable growth. The ideal candidate will have a proven track record in B2C acquisition within crypto, fintech, or financial services, with strong personal engagement in crypto. You will leverage insights from the US market and competitive landscape to shape propositions and differentiators that lead consumers to choose Uphold. While the US market is the main focus, global experience is highly valued. This role will be a key contributor to Upholds long-term success and will report to the VP of Global Acquisition. Due to Upholds globally distributed workforce, the candidate must be located on the East Coast of the US, preferably in or near New York. Key Responsibilities • Identify and explore new opportunities to acquire customers efficiently and at scale through pricing, product, segmentation, and promotional strategies., • Define and refine target customer cohorts, creating compelling value propositions that unlock scalable growth., • Use market and competitive insights to sharpen pricing, positioning, and messaging., • Lead the development of customer acquisition and growth strategies aligned with Upholds commercial objectives., • Define goals and expected returns for each initiative, owning KPIs such as revenue, new accounts, conversion rates and contribution margin., • Partner with Product, Finance, and Marketing to scope and execute initiatives, balancing product, pricing, and campaign levers., • Implement testing strategies and methodologies to refine and improve acquisition tactics. Key Skills • Strong analytical skills with the ability to interpret data and make data-driven decisions to inform acquisition strategies, measure campaign performance, and optimize for efficiency and effectiveness., • Experience in producing strategic business briefs for marketing and product teams., • Skills in managing creative output and ensuring marketing campaigns are of optimal quality to deliver on business KPIs., • Experience identifying customer segments and shaping tailored propositions to improve conversion and retention., • Skilled in leveraging analytics and modern AI tools to enhance decision-making and campaign performance., • Ability to build financial models to forecast growth, ROI, and campaign impact., • Effective collaborator in globally matrixed organizations with complex reporting lines., • Passion for crypto and fintech, ideally with personal use and skin in the game., • Excellent leadership, communication, and cross-functional collaboration skills. Required skills • Bachelors Degree in business/marketing; MBA preferred., • Proven track record in B2C acquisition within crypto, fintech, or financial services. Direct prior business or personal experience in crypto is highly preferred., • Demonstrated success in developing and executing scalable, commercially impactful growth strategies with clear ROI., • Comfortable operating in fast-paced and high-pressure environments., • Driven and self-motivated performer with a hands-on approach., • Excellent leadership and team management skills., • Effective communicator with strong interpersonal and collaboration skills. What we offer Innovation and Impact:Contribute to pioneering projects in a dynamic and challenging environment. Competitive Compensation:Stock options, performance bonuses, and comprehensive benefits on top of a competitive salary. Strong Company Culture:Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence. Global Collaboration:Participate in regular updates, strategy sessions, and networking opportunities across the group. Development Opportunities:Access training and mentorship programs. Flexibility:Enjoy options to work from home, other locations, or adjust your hours. Inclusive Environment:Value and respect diverse perspectives. Salary$150,000+ DOE, Bonus, Full Benefits, 401k, Lunch provided onsite and a fully stocked kitchen (foodie culture) Benefits • Annual bonus program based on individual, team and company performance., • Home office stipend for a productive setup., • Generous PTO, healthcare, and employee assistance programs., • Engaging events and celebrations., • Well-stocked office kitchen with a foodie culture. Join us to grow, innovate, and contribute meaningfully. Be part of our talented team! Visit ourcareers page for more exciting opportunities, if this role isnt the perfect fit. EEOC Employer Uphold is an Equal Opportunity Employer that does not discriminate on the basis of race, color,religion, gender, national origin, age, military service eligibility, veteran status, sexual orientation,marital status, disability, or any other protected class.

Job DescriptionAre you interested in joining a leader in the mortgage industry who offers stability and growth, ongoing training opportunities and employee engagement? We're hiring a mortgage loan officer assistant who will work directly with and support our loan origination staff. You’ll track leads daily, schedule appointments for the mortgage team, prepare paperwork, and respond to customer inquiries on transactions as needed. If you're a detail-oriented employee with strong communication and time management skills, we highly encourage you to apply.Compensation: 50000 - 65000 yearly Responsibilities: • Act as the primary contact between our clients and our company and schedule and conduct meetings to discuss any follow-up issues or items that need to be addressed, • Provide administrative support such as screening and making calls, booking appointments, etc., • Answer questions about transactions for clients and company employees to help ensure a high level of customer satisfaction, • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator, • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperworkQualifications:, • Preferred degree in banking or finance, and a high school diploma or equivalent is required, • Having an NMLS license is not required, but is preferred, • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients, • Computer proficiency required including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred, • At least 2-3 years of professional office environment required, preferably as an administrative or mortgage assistant About Company CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000’s Fastest-Growing Private Companies list and have received countless awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture, driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our enterprising spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Job DescriptionSalary: Competitive base salary Description: Account Executives will be responsible for developing new business by building relationships with key decision makers to end-user accounts such as Retail, Warehousing, Industrial, Class-A Offices, Banking, Healthcare, Hospitality, Multifamily, Senior Living, Commercial, and other related verticals. Responsibilities: • Identify and cultivate relationships with potential clients in the territory., • Actively prospect and generate leads to expand the client base., • You will collaborate with clients to understand their cleaning and janitorial service needs, ensuring we provide the best solutions. This collaborative approach is vital to our success, and we look forward to having you join our team., • Coordinate with internal teams, including operations and customer service, to ensure a smooth onboarding process for new clients., • Conduct site visits and provide pricing estimates., • Negotiate terms and conditions of contracts to ensure mutually beneficial agreements., • Ensure client satisfaction and address any concerns or issues promptly.

Job DescriptionBenefits: • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off We appreciate our employees and in order to continue serving our customers at the highest level, we continue to strive to become "the place to work". We are looking for a Loan Documentation Specialist to assist LoanBud Business Lending Officers and borrowers process and close SBA and other commercial loans. Do you have banking, loan processing or loan review experience, do you enjoy helping people meet their financial goals, do you have attention to detail and excel in process workflow? This may be the perfect job for you, and we encourage you to apply! Compensation for this position is a salary plus commission. Wage placement based on qualifications and direct experience for this position. About LoanBud We Offer Great Benefits! We offer solid benefits, including medical, dental & vision and a generous 401(k) match. We take care of our employees! The wisest investment we make is in our employees. We support them with professional development resources and opportunities for advancement. At LoanBud, we believe in work-life balance. With an extensive holiday and PTO plan, there's always something to look forward to. We offer a supportive and flexible work environment. We treat our employees like humans, not robots. You deserve respect, empathy, and trust, and that's what you'll get as a member of our LoanBud team. Summary Of Job Duties Of This Position This position assists customers, lenders, and lending officers with the processing and closing of SBA and other commercial loans. Their responsibilities include interfacing with borrowers and referral partners from loan submission to funding, collecting and reviewing documentation per program requirements, coordinating and processing loans in accordance with lender guidelines, ordering and collecting 3rd party reports. Essential Duties And Responsibilities • Collaborates with internal staff including Business Lending Officers to process and close loans in a timely manner., • Reviews the loan file and prepares a list of items required to close and fund the loan., • Communicates the requirements and loan status clearly and concisely., • Prepares loans for submission in accordance with lender guidelines and requirements., • Calculates business and/or global debt service coverage ratios., • Opens Title and orders preliminary title reports as required; reviews title reports and make changes as necessary., • Reviews and accepts entity documentation such as articles, by-laws as well as partnership and LLC documents., • Ensures compliance and adherence to SBA Standard Operating Procedures (SOP) and lender credit policy., • Determines insurance requirements and obtains hazard/flood/liability insurance as required., • Reviews loan applications and determines initial eligibility., • Prepares and completes loan document requests; ensure that loans are documented correctly to ensure conformance with lender approvals and conditions., • Coordinates closings with borrowers, referral partners and business lending officers., • Maintains accurate pipeline reports; meets monthly loan closing and loans in pipeline goals., • Deadline Oriented the individual acts with a sense of urgency to prioritize and hit required deadlines., • Analytical - the individual synthesizes complex or diverse information., • Problem-solving - the individual identifies and resolves problems on time and gathers and analyzes information skillfully., • Communication - the individual speaks and writes clearly and persuasively in positive and negative situations, demonstrates excellence in telephone etiquette, customer service, and business communication skills., • Leadership - the individual inspires and motivates others to perform well, accepts feedback from others., • Quality management - the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness, including the ability to proofread documents for accuracy., • Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions., • Planning/organizing - the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans. Associates degree or higher Four years' experience in loan processing or four years of combined professional experience and education in a related field Knowledge of SBA loans or prior lending experience Proficient use and understanding of MS Office products (Word, Excel, Outlook) AAP/EEO Statement LoanBud values their employees and provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Care Navigation is a key strategic and operational leader at Charlie Health, responsible for overseeing all referral communications and optimizing care coordination across the client journey. This role bridges Growth and Operations, ensuring alignment between our referral strategy and care delivery functions. The Director will lead a high-performing team tasked with delivering exceptional service to referral partners (e.g., hospitals, outpatient providers, schools), maintaining strategic relationships, tracking treatment progress, and planning post-discharge transitions. In addition to day-to-day team leadership and partner communication, the Director will use data insights and cross-functional collaboration to improve operational workflows, drive strategy, and inform referral decisions. Success will be measured by client outcomes, referral partner retention, operational KPIs, and the ability to scale and adapt processes across new markets and programs. This is an exciting opportunity for a mission-driven leader who combines strategic acumen with operational rigor and a deep passion for mental healthcare access. Responsibilities • Team Leadership & Operational Oversight, • Lead, coach, and develop a high-performing team responsible for client communication, care coordination, and referral partner engagement., • Ensure optimal staffing levels, manage scheduling and capacity planning, and balance workload distribution across high-volume periods., • Monitor team performance against KPIs (e.g., referral volume, response time, time-to-discharge, partner satisfaction) and conduct regular 1:1s, team meetings, and performance reviews., • Build a culture of accountability and continuous improvement by providing real-time feedback, coaching underperformers, and recognizing high performers., • Translate organizational strategy into day-to-day operational plans by establishing repeatable workflows, SOPs, and performance expectations., • Partner with People Ops to support hiring, onboarding, and professional development of team members., • Referral Strategy & Communication, • Own the strategy for referral partner management, including segmentation, communication cadences, escalation protocols, and outreach frameworks., • Serve as the primary escalation point for complex or high-value referral partners to ensure consistent, white-glove service delivery., • Create and maintain referral reporting dashboards that track satisfaction, conversion, and follow-through to identify trends and inform engagement tactics., • Regularly meet with key partners to provide clinical updates, discuss discharge planning, and gather feedback on their experience., • Align referral strategy with national and regional growth goals, ensuring team workflows and bandwidth support new market expansion., • Care Coordination and Post-Discharge Planning, • Oversee the team's coordination of patient care throughout the client journey, including intake review, non-admission follow-up, in-program updates, and discharge planning., • Ensure discharge plans are timely, clinically appropriate, and clearly communicated to both clients and external partners., • Track referral outcomes to ensure follow-through on post-discharge placements and partner feedback loops., • Collaborate with Clinical and Utilization Management teams to ensure coordination is aligned with treatment progress and payer considerations., • Identify gaps in referral resources and proactively source or vet new partner organizations to ensure a robust post-care network., • Technology, • Work cross-functionally to implement technologies and processes that boost team productivity and/or improve the patient, partner, or employee experience, • Maintain a comprehensive database of trusted referral partners, • Create structured feedback loops with frontline staff to identify process friction and opportunities for automation or integration., • Ensure data integrity and consistency across tools used for referral tracking, communications, and performance reporting.Qualifications, • Bachelor's degree required, (Masters preferred), • 4+ years of experience in strategy, partnerships, referral management, operations, or customer service leadership, ideally in healthcare or a fast-paced client-facing environment., • Proven leadership skills with the ability to inspire teams, manage change, and drive performance across cross-functional teams., • Excellent communication and interpersonal skills, with the ability to interact effectively with customers, colleagues, and stakeholders at all levels., • Proven ability to drive measurable impact on key business KPIs, including efficiency, client satisfaction, and financial performance., • Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions., • Experience optimizing processes, implementing automation, and leveraging technology to enhance operational effectiveness., • Proficiency in relevant software applications and tools for data analysis, reporting, and customer relationship management.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $160,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $136,000 and $176,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Become a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic check cashing products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available any days FT - 12pm-11pm, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description Become a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic check cashing products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available any days on FT 12 PM - 10PM Mon,Wed,Fri,Sat, Sun - English/Spanish, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job DescriptionBecome a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available: Full-Time- 10 Am - 8 Pm -, • Bilingual English and Spanish preferred, • Required to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a Customer Service Representative performs duties such as opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with inquiries concerning products offered. CSRs’ must be continuously aware of fraud, loss and check cashing guidelines as well as all security and transaction documentation requirements. Responsibilities: • Always provide excellent customer services to customers in a friendly and courteous manner., • Has sufficient knowledge about the banking products and services and respond to all inquiries accordingly., • Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay., • Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with., • Inform and suggest new banking products to customers., • Provide information to customers on their account status and account balances., • Open new bank accounts according to laid down rules and guidelines., • Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction., • Provide assistance to all other members of staff in other departments of the bank by liaising with them through healthy interactions., • Perform maintenance on Dormant accounts as per Branch procedures., • Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction., • Ensure that customers’ confidential information is properly protected and only used for official purposes., • Effective listening skills demonstrated by the ability to listen to other people talk without interruptions, understand them and then propose solutions or make contributions based on the points made., • Strong communication skills characterized by excellent writing and speaking skills., • He/she must possess excellent multi-tasking skills and be able to function under pressure., • He/she must also have excellent negotiation skills and be able to influence people., • Ability to use the computer efficiently and also learn how to use new software., • Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times., • Must have a keen eye for detail and follow instructions to the letter. Education, Training, and Experience • High School Diploma or relevant work experience in Commercial Banking required Hourly Range: $20 - $23 / hour "Hourly range does not include performance-based bonus and/or other benefits, where applicable. Actual offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. 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.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Care Experience Specialist. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Care Experience Specialist will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Answer inbound calls, emails, and texts and resolving patient and family concerns or requests efficiently and effectively, • Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical, • Support client-related requests from the Clinical Care team to improve the patient's experience, • Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively, • Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health, • Managing client schedule, scheduling and rescheduling appointments, • Complete all documentation in a timely and accurate manner, • Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources, • Meet determined KPIs including: call answer rates, daily talk time, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, and customer satisfaction scoresRequirements, • Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys, • High school diploma or equivalent, • Minimum 2 years experience working in a customer/patient success or support role, • Experience working with young adults and adolescents (healthcare setting preferred), • 1-2 years of Salesforce experience (or equivalent CRM platform) required, • 1-2 years of experience using contact center technology, • Strong ability to multitask and work in a fast-paced environment, • Demonstrates a high level of emotional intelligence, • Knowledge of HIPAA policies and procedures, • Work authorized in the United States and native or bilingual English proficiency Additional Information Please note that this role is not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota. The expected base pay for this role will be between $45,000 and $55,000 per year at the commencement of employment. However, base pay will be determined on an individualized basis and will be impacted by location and years of experience. Further, base pay is only part of the total compensation package, which, depending on the position, may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Charlie Health-sponsored benefits. #LI-Remote Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionDescription: Locations: Rockefeller Center - Forest Hills - Garden City Park - Mineola About Us: Hanover Bank – When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary: Hanover Bank is looking for a full- time Client Service Associate Floater (CSA Floater) to join our team. The CSA Floater enhances the client experience by providing exceptional client service, selling/promoting the bank’s products/services to all new and existing clients, supporting Branch functions as needed, and serving as administrative and operational support to the ongoing business Bank. The CSA Floater performs all platform and teller functions, universally. Accurate and efficient process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, and processing loan payments and transfers. The CSA Floater will also be responsible for opening new accounts, both independently and in collaboration with the bank’s line of business partners. Job Duties & Responsibilities: • Work in multiple branch locations weekly, sometimes daily to fill in or add to branch staff for any business need, • Transition smoothly from one branch team to another, reporting to each branches’ leadership when at that location, • Work in a diverse environment, as an integral part of a dynamic sales and servicing team of individuals, • Be able to identify and assess customers’ needs and recommend appropriate products and services., • Keep current on all Bank products and services and be able to explain them to our customers., • Comply with policies, procedures, and regulations; and provide outstanding customer service in a safe and sound environment., • Build long-term relationships with our customers to understand, identify their financial needs, and recommend appropriate products and services to meet those needs., • When appropriate be able to refer customers to business partners to meet their needs outside of the branch products and services (i.e., mortgages, home equity, and business services/cash management)., • Proactively promote and sell Bank products and services., • Assist in the overall attainment of branch sales, service, and revenue goals., • Cross-sell additional products and services to develop and strengthen customer relationships., • Engage in all sales development activities (e.g., telemarketing and sales events)., • Execute an effective outbound calling program to retain and grow the deposit base., • Attain personal contact and appointment goals, • Provide superior customer service and operational efficiency., • Manage risk associated with new account opening procedures, regulatory compliance, and Bank Secrecy Act., • Support and perform all customer and branch-related tasks to effectively and efficiently adhere to the Bank’s financial and operational goals., • Perform new account openings and all customer service-related functions, as well as all branch-related functions (i.e., balance ATMs, monitor and manage cash in cash recyclers, vault, and coin vault; perform periodic audits in conjunction with Assistant Branch Manager as required)., • Ability to handle multiple tasks at once., • Answer phones and assist customers with all banking-related requests., • Flexible with regard to the weekly work schedule in order to meet the demands of the Bank (including Saturdays)., • Please note, this position is a floating position which requires time spent at multiple branches throughout any given week. Professional Requirements: • High school diploma or equivalent GED., • Three (3) years banking or retail experience preferred. Skills and Abilities: • Ability to handle multiple tasks at once., • Exhibit a professional demeanor at all times., • Strong communication and organizational skills are required., • Working knowledge of Microsoft Office (Excel, MS Word, and MS Outlook), • Professional attire is required. Our Benefits: Health & Wellness Benefits • Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options), • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D), • Additional Life and AD&D Insurance for employee, spouse, and dependents, • Voluntary Short-Term Disability Insurance, • Pet Insurance, • Legal Services Plan, • Accident Insurance, • Hospital Indemnity Insurance, • Paid Personal Time Off (PTO), • Paid Company Holidays, • Annual Performance Bonuses, • Company-sponsored Events, • Employee Contests and Recognition Programs Hourly: $21 - $24; placement within this range will vary based on experience and skill level. The CSA Floater will be eligible for travel reimbursement, including additional mileage, when required to travel to locations other than their home branch at Rockefeller Center. Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, national origin, disability or protected veteran status. Requirements:

Job Description Amalgamated Bank is seeking a Sr. Contact Center Representative! This is a highly visible, high-impact team responsible for every aspect of the consumer and business inbound and outbound client experience. You will partner with the Bank’s Relationship Managers, Operations, Electronic Banking, and others to ensure that the client has an optimal experience in any situation. The Sr. Contact Center Representative will handle everything from general banking questions to troubleshooting technical issues with mobile and online banking via phone, email and CHAT across all market segments. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Confer with customers by telephone in a pleasant, professional and efficient manner to provide information about Amalgamated Bank’s products or services, • Use effective skills to handle certain telephone standards such as call transfers, taking messages, call backs, holds, interruptions, and unintentional disconnects, • Confirm customer information while maintaining confidentiality, • Issue customer refunds in accordance with procedures, • Fulfill customer service requests in accordance with policy and procedures, • Process stop payments, order statement copies, checks and Debit/ATM cards for various products, • Instruct customers with using Online Banking and assist with consumer and business related password resets, • Keep records of customer transactions or interactions, recording details of customer complaints, inquires, comments as well as actions taken, • Research and resolve customer questions, problems or service complaints via phone, email or CHAT, • Research and provide resolution for all bill pay, person to person payments and mobile banking transactions, • Cross-sell products and services when appropriate or as directed, • Provide outbound acquisition, retention and referral support, • Serve as back-up/overflow to provide technical and operational call center support to business clients for Online, Mobile Banking, Remote Deposit Capture, and ABFast issues, by utilizing all prescribed means to research and ensure customer satisfaction, • Perform testing, as required, prior to system upgrades/releases Knowledge, Skills and Experience Required: • Minimum 3- 5 years’ experience within Financial Service industry and/or Call Center environment, • High School Diploma or equivalent, • Experience in internet banking and mobile technology, • Experience dealing effectively with the public, • Ability to correspond effectively via email and CHAT, • Strong analytical skills to resolve issues and discrepancies, • Proficient knowledge of Microsoft office, • Ability to handle all interactions with sound judgment within areas of learned responsibility Our job titles may span more than one career level. The starting base salary for this role is between $41,500.00 – $51,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionBecome a part of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available anytime between: Full-Time – 11am 8pm, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description become apart of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available any days of the week between Full Time- 12pm-9pm, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description Become a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available: Sunday-Saturday 2pm-10pm, • Bilingual English and Spanish required, • Required to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job DescriptionBecome a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available: Full Time - 1 pm - 10 pm - Spanish/English, • Bilingual English and Spanish preferred, • Required to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job DescriptionBecome apart of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available any days of the week between 8am to 8pm, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job DescriptionBecome a part of the Pay O Matic Team! What We're Looking For: Customer service representatives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • You must be available: -Full-Time- 12 pm - 9 Pm, • Bilingual English and Spanish preferred, • Required to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description become apart of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available any days of the week between 8 am - 8 pm Spanish/English, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities available in our New York and New Jersey locations. We are actively engaged in high-volume rapid retail growth to significantly increase our best-in-class customer service goals. We offer an innovative mix of financial products and services to help our customers get the cash they need, when they need it. We cash checks, pay bills and process money transfers for the best customers in the communities we serve. You will be part of an enthusiastic and motivated team of financial service professionals, working in a friendly environment with great opportunities and benefits where talented people can get ahead. We have a limited number of FULL TIME positions available. KEY RESPONSIBILITIES: • Provide superior customer service with new and future customers, • Process financial transactions, including cashing checks & issuing money orders, • Educate customers on all product offerings, • Open & close the store (along with our Security team), • Perform job according to our policies and procedures REQUIREMENTS: • Superior customer service skills, • Honesty, Enthusiasm, Accountability, Respect & Teamwork, • High School Diploma or GED, • Verifiable work history; two years cash handling experience in a retail or banking environment, • Able to commit to Full Time flexible hours, Monday – Friday with rotating weekends (Saturday & Sunday). Morning, afternoon and evening shifts will rotate each week, • Must pass Pre-Interview skills test, background check & fingerprinting PREFERRED QUALIFICATIONS: • Retail sales experience, • Banking experience, • Customer service experience, • Bilingual (English & Spanish, e.g.) COMPENSATION: • Highly competitive starting rate with three salary reviews in first 22 months, • Paid training from Day One, • Annual bonus eligibility BENEFITS: • Medical and Dental insurance, • Disability coverage, • Company-paid Life Insurance, AD&D, • Paid Time Off first year, • Bonus Eligibility, • COMPANY-MATCHED 401(K) PLAN, • Career opportunities (Store Manager, Regional Manager, Executive Staff) We are looking for talented people who are committed to their own success, and we only hire the best. If you want a career in the retail consumer finance industry with a successful company that offers highly competitive compensation, benefits and advancement opportunities we want to hear from you! Our people aren’t Average; They’re AWESOME! Your future is waiting! CFSC is an Equal Opportunity Employer

Job Description Job Title: Facilities Services Associate Reports To: The Facilities Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Facilities Services Associate provides exceptional office and facilities services. The primary function of the role is to work in facility services with additional support for mail tasks such as scan, sort, log and distribute incoming mail to end users, process, and ship outgoing mail. This position will work together with the Facilities Manager to ensure safety and cleanliness to help guarantee a great working environment for all. This position will also oversee repairs and maintenance required for simple fixes, or report more complex problems. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: • Deliver 5-star customer service and maintain professionalism in all interactions., • Perform general office maintenance, repairs, inspections, and equipment safety checks., • Coordinate and oversee vendor services, office equipment, and supply replenishment., • Manage mailroom operations: receiving, sorting, distributing, and shipping packages., • Handle office setups, furniture assembly, moves, and conference/meeting room preparations., • Support and maintain breakrooms, pantries, kitchens, and business service areas., • Perform cleaning and upkeep tasks or coordinate vendor support as needed., • Monitor office supplies and place orders to maintain adequate stock., • Provide reception/concierge coverage and assist with sensitive inquiries., • Train and guide back-up staff on policies and procedures., • Strong verbal and written communication skills in English., • Excellent customer service and organizational skills., • Proficient in MS Office Suite and familiar with MFD equipment., • Knowledge of shipping/receiving procedures and related documentation., • Ability to multitask, work independently, and complete projects accurately., • High school diploma or equivalent (required); 1+ years' work experience preferred., • Strong organizational, time management, analytical, and problem-solving skills., • Excellent written and verbal communication skills., • Proficient with or able to learn computer-based systems., • Professional appearance, attitude, and adherence to company policies and procedures., • Requires frequent walking, standing, bending, kneeling, and sitting for extended periods., • Regular lifting, carrying, and moving of packages up to 60 lbs. (with cart) and 40 lbs. or more frequently. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$18—$18.50 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Care Experience Specialist - Client Enablement. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Care Experience Specialist - Client Enablement will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care. The Client Enablement team has the dual mission ensuring clients get the most out of their care at Charlie Health while identifying and correcting barriers to this care before they occur. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan, • Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments, • Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical, • Support client-related requests from the Clinical Care team to improve the patient's experience, • Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively, • Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health, • Managing client schedule, scheduling and rescheduling appointments, • Complete all documentation in a timely and accurate manner, • Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources, • Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.Requirements, • Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys, • High school diploma or equivalent, • Excellent written and verbal communication skills, • Minimum 2 years experience working in a customer/patient success or support role, • 1-2 years of Salesforce experience (or equivalent CRM platform) required, • 1-2 years of experience using contact center technology, • 1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus), • Strong ability to multitask and work in a fast-paced environment, • Demonstrates a high level of emotional intelligence, • Knowledge of HIPAA policies and procedures, • Work authorized in the United States and native or bilingual English proficiency Additional Information Please note that this role is not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota. #LI-Remote Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Responsible for assisting Commercial Banking teams with the handling of all service related matters for their clients including operations, account opening and maintenance, cash management, and loan servicing. • Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting direct Manager, Commercial Banking and Banking teams with the daily processing of customer information and requests., • Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements., • Establishes robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients., • Assists in the review of daily reports, temporary overdrafts, and funds transfer requests including fee modifications and waivers., • Responsible to collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC., • Performs client call backs to authenticate and verify client requests related to client transactions, account maintenance and loan servicing., • Coordinates and manages manual wire and internal transfer requests., • Responsible to multi-task by assisting clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.), • Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and issues., • Effectively handles the timing of communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand., • Self-Starter that consistently approaches their work assignments with integrity, accountability, and consideration of the client and banks reputational risk which includes following compliance guidelines and company policies with a high level of care., • Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc., • May include light backup assistance for teller function in some locations, • Participates and collaborates in banking projects. Qualifications • 1-3 years of experience in financial industry or transferrable skills, • Passion for providing white glove customer service., • Desire to be part of a team that strives to improve in how we process, deliver and service our clients, actively collaborates to get the job done, and contributes to a work culture that is harmonious., • Self-starter with the ability to multi-task/prioritize workload to ensure timely, efficient and accurate execution., • Bachelor Degree or transferrable experience for position., • Excellent interpersonal and communications skills both written and oral. Compensation: The expected annual salary for this position is between $65,000 - $75,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Our Client has earned a reputation for serving the needs of our communities by emphasizing the importance of personal banking and by promoting local economic development. We employ a highly qualified and professional staff and offer a wide variety of products and services designed to meet the needs our customers and our communities. We place a strong emphasis on thrift and home ownership. Job Reporting Relationships Supervised by:Service & Support Manager Supervises: None Impact Supports the Bank's performance, profitability, and reputation by serving as a trusted internal service partner. Provides timely, accurate, and professional support to employees across the organization, ensuring operational efficiency, and compliance. Responsibilities The Service & Support Specialist is the primary point of contact for employees seeking assistance with bank processes, systems, and operational procedures through the internal support hotline. This role ensures prompt resolution of inquiries, identifies opportunities for process improvement, and strengthens employee knowledge through guidance and training. The Specialist collaborates across departments and participates in testing new systems and functionality to ensure employees have the resources needed for the delivery of excellent service to customers. Essential Functions * Serve as the first point of contact for internal hotline support inquiries across all departments. * Provide expert guidance on operational procedures, account maintenance, system navigation, and basic technology troubleshooting. * Log, track, and resolve support requests. * Collaborate with front-line staff and specialized departments (Operations, IT, Compliance, etc.) to ensure accurate and consistent communication and timely resolution of escalated issues. * Create, update, and share internal support documentation, FAQs, and training resources. * Participate in testing, upgrades, and implementation of new core and third-party systems. * Regularly analyze support trends and recommend system enhancements, workflow improvements, and staff training initiatives. * Stay current with bank products, services, policies, and regulatory requirements to provide accurate support. * Proactively identify knowledge gaps and recommend development opportunities for staff. * Occasional travel to other locations as needed to ensure operational consistency, employee support, and service excellence. Ancillary Functions * Assures adherence to Bank policies and procedures and federal and state regulatory requirements. * Provides cross-functional support to other areas of the department and the Bank where service or assistance is needed. * Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Mandatory Training Curricula Training is required of all Bank staff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available. Please refer to course catalog and management for details. Competencies (refer to Competencies Library) Skills * Excellent verbal and written communication skills (Spanish a plus). * Strong customer service, active listening, and interpersonal skills. * Ability to remain calm and professional under pressure. * Strong organizational and time management skills. * Knowledge of retail bank products, services, and related operating procedures. * Familiarity with current banking regulations and compliance standards. * Proficiency with Microsoft Office, core banking systems, and web-based platforms. * Experience with case management or ticketing systems preferred. Physical Demands The physical and related demands described in this section are representative of those that must be met by an employee to successfully perform the essential functions of this job.This job is mostly sedentary in nature but may occasionally involve lifting files and other materials that weigh up to 20 lbs.Employees in this job must be able to work in an office environment during regular business hours where they come into regular and frequent contact with internal and external customers and other members of the public.Therefore, employees in this position are expected to have consistently positive interactions with the public. Education/Training Associate's degree or equivalent in Business, Finance, or a related field preferred. Experience Minimum of two (2) years of experience in retail banking, banking operations, call center, or employee support roles. Salary info: $28.85 - $33.65 / hr

Job Description At Engine by Starling, we are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. Engine is Starling's software-as-a-service (SaaS) business, the technology that was built to power Starling, and two years ago we split out as a separate business. Starling has seen exceptional growth and success, and a large part of that is down to the fact that we have built our own modern technology from the ground up. This SaaS technology platform is now available to banks and financial institutions all around the world, enabling them to benefit from the innovative digital features, and efficient back-office processes that has helped achieve Starling's success. We are on a mission to find and work with leading banks all around the world who have the ambition to build rapid growth businesses, on our technology. We are looking for future leaders to come and join our team, to build client relationships, and work with them to understand their needs and how we can solve them with Engine’s technology. Who are Engine by Starling Engine by Starling is transforming the banking landscape with our cutting-edge core banking software. Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and financial institutions globally to modernize operations and deliver exceptional digital banking experiences. We are headquartered in London with offices in Dublin, Sydney and Dubai. We've recently launched in North America where we are establishing an East Coast HQ, as well as our presence in Canada. This role will ideally be based in the New York metropolitan area, our preference is that you're located within a commutable distance. Other locations will be considered, and the role will include travel. About the role This role is a key leadership role on the Engine NA team and will help develop and sustain a compliant product development and delivery for the U.S. and Canadian markets. The purpose of this role is to guide the organization, working with both internal and external stakeholders, on developing a regulatory compliant offering for the U.S. and Canada. This role will ensure that Engine: • Meets the needs of customer requirements from a regulatory and compliance standpoint, • Meets the national and state regulation and reporting requirements, • Effectively delivers the product and capability enhancements to achieve an effective and compliant solution, • Demonstrates the capabilities of the Engine platform to adapt to regulatory reporting and controls The role works with multiple groups internal and external to the organization: • Collaborates with Product team to prioritize and guide product development for regulatory, legislative and client compliance requirements., • Engages key early customers to define requirements and set expectations for product delivery, • Engage regulators to gain feedback and validation on the Engine offering and how we are addressing regulatory needs, • Collaborate with Starling to identify points of synergy (or departure) from Starling model, • Support NA leadership team in understanding key compliance risks and deciding on key priorities to address that support client delivery and business model growth, • Collaborates with the Engine Information Security and Risk & Compliance Teams to support the delivery and implementation of the Risk Frameworks and Policies What you’ll get to do • Be the source of expertise for regulatory and compliance needs for Engine to achieve presence and growth in NA, • Lead development of regulatory and compliance roadmap working closely with product and the Risk teams, • Engage customers on their product and capability priorities, and ensure regulatory and compliance needs are reflected in Engine’s execution model, • Work as a member of the NA leadership team and work closely with the Engine Risk & Compliance Team to support the Engine Management Team in effective risk ownership, identification, management and mitigation., • Provide appropriate and timely Management Information (MI) and reporting to ensure the Management Team / Board are aware of all relevant matters and that issues are tracked to resolution., • Contribute to the upskilling of all those in Engine regarding regulatory compliance and risk management., • Support in the management of Engine’s NA Client Audits and where appropriate the Engine response to information and data requests from Regulator(s) and Clients as necessary. Behaviours & Competencies: • Able to build strong relationships with key stakeholders (both internal and external), and engage constructively at all levels to achieve positive outcomes., • Experience of Payment Services Regulations compliance (in US and Canada), • Proven ability to deliver and manage regulatory compliance requirements, escalating as necessary and tracking actions to resolution., • Delivering regulatory reporting and notifications in a timely manner and with appropriate internal challenge., • Able to demonstrate having collaborated effectively on key matters, for example engaging with key internal and external stakeholders to deliver regulatory change/compliance., • Ability to be self motivated / self-starter in a highly autonomous environment, • Ability to work confidently and effectively in a collaborative team with a flat structure and in a variety of contexts and situations., • Ability to challenge in a positive manner and deliver pragmatic decisions in a commercial context, • Risk Management, Compliance or Operational Payment Services experience in North America, emphasis on U.S., • Experience of working in a banking, e-money, payment services or financial services environment in US, • Track record of delivery by taking ownership and driving tasks to completion., • Operational risk experience including any of the following; transaction banking, savings, ending and cards, International & Domestic Payments, • Confident communicator at all levels with the ability to convey complex in a simplified manner to individuals across all levels., • Strong presentation and facilitation skills, • Strong interpersonal skills experienced in engaging with internal and external stakeholders., • Strong attention to detail. Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team: • Interview with someone from the Engine BD team and Engine Compliance team, • Interview with Engine Legal Team Comprehensive benefit package. You may be put off applying for a role because you don't tick every box. Forget that! While we can’t accommodate every flexible working request, we're always open to discussion. So, if you're excited about working with us, but aren’t sure if you're 100% there yet, get in touch anyway. We’re on a mission to radically reshape banking – and that starts with our brilliant team. Whatever came before, we’re proud to bring together people of all backgrounds and experiences who love working together to solve problems. Engine by Starling is an equal opportunity employer, and we’re proud of our ongoing efforts to foster diversity & inclusion in the workplace. Individuals seeking employment at Engine by Starling are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law. When you provide us with this information, you are doing so at your own consent, with full knowledge that we will process this personal data in accordance with our Privacy Notice. By submitting your application, you agree that Engine by Starling and Starling will collect your personal data for recruiting and related purposes. Our Privacy Notice explains what personal information we will process, where we will process your personal information, its purposes for processing your personal information, and the rights you can exercise over our use of your personal information.

Job DescriptionBecome apart of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available anytime between: 8AM - 7PM - MUST have Weekend Availablity Thrus,Fri,Sat, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone, • Able to speak both English/Spanish Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job DescriptionBecome apart of the Pay O Matic Team! What We're Looking For: Customer service representives who actively engages with customers providing them with basic information regarding Pay O Matic bank products and services. QUALFICATIONS: • One to two years related experience or equivalent., • Superb customer service/Communication skills., • Proficient computer operator., • Strong multi-tasking skills., • Ability to work independently and as a member of a team, • Ability to understand and follow written and verbal instructions., • Professional appearance and demeanor., • flexibility, and a willingness accept change quickly, • Stand for extended periods of time., • Use POS system for all transactions, • Work in confined areas alone with the understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • successfully performing transactions while upholding Banking-related Compliance rules and regulations., • you must be available on 11am to 8pm - Full-Time - English/Spanish, • Able to float to other locations in the area, • Have a flexible schedule., • Comfortable working alone Diversity, Equity, and Inclusion Statement At POM, we strive to create and continually grow as a company where all employees are able to be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity and we are dedicated to continuously reflect upon, and evolve our efforts to maintain a diverse, equitable and inclusive ecosystem. Equal Opportunity Employment Statement Pay-O-Matic is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Duties and Responsibilities: • Provides 5-star customer service to all employees (in all forms of communication)., • Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package., • Operates mail machines including the postage meter, photocopying machine, and mail folding and inserting machine., • Maintains records of receipt, mailing dates, and other required information., • Manages outgoing mail/package transactions., • Performs duties associated with shipping and receiving of materials., • Notifies employees upon receipt of inbound deliveries., • Distributes mail/packages to company personnel., • Acts as point of contact for company personnel on mail/package inquiries., • Submit work orders for certain requests., • Maintains the Business Service Center area in a neat and orderly fashion., • Monitors level of office supplies on the floor and replenishing and orders accordingly., • Proactively seeks out additional work during downtime., • Builds professional relationships with customers and other teams., • Maintains professionalism and composure when interacting with all employees., • Trains back-up and providing guidance on policies and procedures., • Determines what additional support is needed when handling sensitive inquiries., • Provides exceptional customer service to client., • Provides reception or concierge (front of office) or hospitality (back of office) coverage as needed. Competencies: • Strong verbal and written communication skills., • Excellent customer service skills., • PC skills MS Office Suite experience., • Ability to handle multiple tasks simultaneously., • Good organizational skills., • Working knowledge of MFD equipment., • Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions., • Possesses ability to work independently and is capable of completing projects., • Ability to determine correct method and packing material as well as validate packing slips for accuracy of incoming and outgoing materials. Qualifications and Education Requirements: • High School Diploma (or equivalent) required., • 2+ years prior work experience preferred., • Ability to work assigned work hours determined by manager., • Flexible, Adaptable, and Dependable., • A Team Player., • Excellent organizational and time management skills., • Analytical abilities and aptitude in problem-solving., • Superb written and verbal communication skills., • Current knowledge or ability to learn computer-based systems required for functions of position., • Required to maintain an overall professional appearance and attitude., • Adhere to all policies and procedures required. Physical Demands: • Approximately 50% of the time this position requires the below physical demands., • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time., • Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.)., • Ability to communicate and decern information effectively with onsite staff using vision, hearing, and oral/written comprehension., • Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$18—$19 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description Job Title: Office Services Specialist/Field Support Specialist (On Call) Reports To: The Office Services Specialist (On Call), will report to the Client Services Supervisor, Client Services Manager, Human Resources, or equivalent leadership. Job Overview: The Office Services Specialist (On Call) provides exceptional office and mail services in a "floating" capacity for positions where regular employees normally work but are out of office, or if particular projects require additional coverage. The role ranges from assisting mail, reception, hospitality, facilities, and copy/print, or similar office services functions. This position is based out of a specific client "home office" and sent to different client sites at short notice as needed. Flexibility and adaptability are keys to success for this position. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: • Provides 5-star customer service to all employees (in all forms of communication)., • Answers all calls and provides an exceptional customer service experience for all incoming/outgoing visitors., • Assists with light facilities duties as needed, such as but not limited to assisting customers in opening troubleshooting tickets, helping order supplies, stock kitchens/service areas with supplies., • Receives inbound mail/packages and sorts incoming mail and inputs into chain of custody software package., • Manages outgoing mail/package transactions., • Performs duties associated with shipping and receiving of materials., • Notifies employees upon receipt of inbound deliveries., • Distributes mail/packages to company personnel., • Assists with office moves., • Assists with copy/print orders and/or monitoring the copy/print equipment for satisfactory functionality., • May be asked to help set up/ take down conference rooms for meetings/events., • Proactively seeks out additional work during downtime., • Builds professional relationships with customers and other teams., • Maintains professionalism and composure when interacting with all employees., • Trains back-up and providing guidance on policies and procedures., • Determines what additional support is needed when handling sensitive inquiries., • Provides exceptional customer service to client., • Provides reception or concierge (front of office) coverage as needed. Competencies: • Strong verbal and written communication skills., • Excellent customer service skills., • PC skills MS Office Suite experience., • Ability to handle multiple tasks simultaneously., • Good organizational skills., • Working knowledge of MFD equipment., • Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions., • Possesses the ability to work independently and is capable of completing projects., • Ability to determine the correct method and packing material as well as validate packing slips for the accuracy of incoming and outgoing materials., • Ability to work flexible schedule and hours. Qualifications and Education Requirements: • High School Diploma (or equivalent) required., • 6+ months prior work experience preferred., • Ability to work assigned work hours determined by the manager., • Excellent organizational and time management skills., • Analytical abilities and aptitude in problem-solving., • Superb written and verbal communication skills., • Current knowledge or ability to learn computer-based systems required for functions of position., • Required to maintain an overall professional appearance and attitude., • Adhere to all policies and procedures required. Physical Demands: • Approximately 50% of the time this position requires the below physical demands., • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time., • Manual dexterity is required for operating office machinery (phone, copy machines, binding equipment, etc.)., • Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$20—$20 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our Clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. What Will You Be Doing? Day-to-day you will be expected to: • Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues, • Manage client expectations to avoid any disconnects with process and timing standard, • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction., • Share data-driven insights with our product teams to improve our platform and planning roadmap, • Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues, • Being the friendly, knowledgeable first point of contact for inbound inquiries, • Conducting appropriate and timely follow up to ensure the highest level of service, • Communicating in a relatable, humanized way to promote trust and allegiance, • Creating tickets and providing follow-up as required, • Adhering to client-facing and internal Service Level requirements, • Handling complaints, troubleshooting problems, and providing solutions, • Effectively gathering and analyzing information while using reason and good judgment to solve client problems, • Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines, • Providing complete/accurate responses issued with empathy and understanding The Necessities: • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries, • Develop and maintain a strong business partnership with employers and vendors, • Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications, • Strong commitment to superior customer service, • Positive and proactive attitude, • Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office, • Excellent attention to detail and accuracy, proficient with numbers and basic calculations, • Retirement industry experience, • Series 6, 7, 63, 65, 66, • QKA, QKC, • Six sigma The expected base salary range for this position is $55K - $60K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job DescriptionAmalgamated Bank is seeking a Retail Banking Representative to be responsible for providing a high quality of Customer Service in a broad variety of activities. This position will be called on to work in both the Teller and Customer Service areas, according to needs. This position is responsible for presenting full array of Amalgamated Bank’s products to existing and potential customers at the Branch and at off-site events. The role will also support branch management in achievement of branch performance metrics and reports to our Co-Op City location. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses, • Perform all functions to open and maintain new and existing accounts, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, community and CRA activities, • Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Branch Manager Responsibilities behind Teller Line: • Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc, • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR’s with complex work-related matters (i.e. check cashing)., • Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner, • Perform RBR functions as assigned. Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and use of the Bank’s Redi system to keep current with updates to policy and procedures Knowledge, Skills, and Experience Requirements: • High School Diploma or equivalent, • Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The starting base salary for this role is between $25 per hour – $27per hour. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionSmall Family Trade School looking for its bursar. When you jin Berk Tare School you will be in a vibfrant growing environment. Manages the banking, credit card, and fee collection/student account functions of the Bursar's Office. Ensures that all transactions processing, balancing, reconciliation and related accounting functions are performed in an accurate and timely manner. Actively collect payments from students including passt due accounts DUTIES AND RESPOSIBILITIES Provide financial counseling for students regarding payment options Arrange payment plans for new students Manage and assist students with enquiries regarding payment plans,balance due Process payments Maintain a ledger for all payments Monitor past-due accounts and establish a strategy for collecting past-due payments Call email students who are past-due and are not currently attending class Customer Service and troubleshooting. Interface and work closely with sevral divisions of the school: the director, the Financial Aid specialist, the registrar CANDIDATE PROFILE Associate degree preferred or 3 years of equivalent experience in accounting Having worked at a school or a college is preferrable Knowledge and experience of basic accounting principles and procedures Knowledge of appropriate software Excellent verbal and written skills Ability to interact diplomatically with a variety of individuals Ability to pursue past due accounts Aptitude for accuracy and detail Strong organizational skills Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time offPhysical Setting:, • OfficeSchedule:, • 8 hour shift, • Monday to Friday . Three days 9-5PM, two days 11-7PMApplication Question(s):, • Have experience as a bursar or bursar assistantExperience:, • GAAP: 3 years (Preferred), • college or school: 3 years Fulltime in the office no remoteWork Location: In person in Long Island City, NY

Job Description Infopro Digital Group is recruiting an Event Content Manager to be based in our Nashville office, joining our US events team to manage content production for our leading brands, including Risk.net and WatersTechnology. The best of both worlds. Infopro Digital is a global company with 4,000 employees and annual revenues of over $1 billion, with operations across the UK, Europe, the US, and APAC. Infopro Digital delivers a vital service to its customers through its wide-ranging portfolio of information products and services – media, data and intelligence, exhibitions and conferences, consultancy, and training. Globally, our business focuses on five financial services industry ‘icons’ collectively known as the Infopro Digital brands. Infopro Digital serves different industry sectors such as insurance, finance, banking, and risk, with an ethos that champions team innovation. We connect our customers with leading-edge data insights to help them make better business decisions. Each global portfolio of digital brands includes two Trusted Industry Advisors (editorial leaders), a Customer Engagement Lead, and other team members responsible for tech-enabled insight tools. Our events team works across multiple international sectors to produce high-quality, market-leading events that ensure excellence in information delivery and professional collaboration. Our people are passionate about delivering the best possible outcomes for their customers while shaping the future with innovative products and high-quality services. The values that underpin Infopro Digital’s success are integrity, excellence, respect, innovation, and teamwork. We always strive to create an inclusive culture where everyone can develop, grow, and be heard. If you want to work with some of the best professionals globally, we hope you apply for this role. Infopro Digital is a highly sought-after workplace and values skills across the board. Your main responsibilities and the qualities we are looking for include: Industry Engagement • Market mapping to identify key players in the industry and target segments for engagement., • Engage with senior industry professionals and analyze their challenges and emerging trends to craft a timely and relevant agenda for the industry., • Market research – telephone, face-to-face research, desk-based research, and attending external events., • The ability to write market-leading agendas in a very technical space., • Speaker research, acquisition, and management., • Commercial format innovation to ensure sponsor and delegate experiences are always improved and evolving., • Oversee project management to ensure events remain on track and achieve or surpass delegate and sponsorship revenue targets., • Provide advisory to potential sponsors on how the event can help them achieve their objectives., • Internal team briefing: create marketing, sales, and delegate sales briefs explaining your events to the wider team., • Create and contribute to marketing collateral that will attract sponsors, delegates, and media partners. Our ideal candidate will be an experienced senior conference producer or conference content lead. Does that sound like you? • Proven 5-10 years of experience in conference or events research environment, • Strong commercial mindset, with demonstrable track record of driving gross profit growth in events, • Highly organized and skilled with effective time management, • Proven research and agenda-writing skills, • Demonstrable project management skills across all events within a pressurized environment, • Outstanding written and verbal communication skills in English., • Experience in event content creation and management, • Speaker recruitment and liaison, • Collaborate with sales teams to drive revenue, • Stakeholder management both internal and external, • Project management We know great people make great companies. Infopro Digital is defined by people and passion, and powered by knowledge and innovation. Everything we do is centred on trust, integrity and respect. Our collaborative approach drives creativity across our markets; and our focus on giving teams ownership allows us to build an entrepreneurial culture where our people and brands can thrive and grow. In addition to a competitive salary we offer the following benefits: • 20 days holiday per annum, • 5 sick days per annum, • Medical, Dental and Vision Benefits, • 401k plan plus match, • Short-Term Disability Benefits, Long-Term Disability Benefits, and Life Insurance, • Qualified Parking and Transit Program (QPTP), • Flexible Spending Accounts (FSA), • Employee Assistance Programs (EAP) Who are we? Infopro Digital is a B2B group specializing in information and technology. With a presence in 18 countries, the group has 4,000 employees of 55 nationalities. Infopro Digital connects professional communities. Our brands are leaders in five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail. With our solutions, our customers make informed decisions and companies develop their business and sustainable performance. Great Place To Work Certification™ Infopro Digital US is proud to be Certified™ by Great Place To Work®. The prestigious award is based entirely on what current employees say about their experience working at Infopro Digital. Great Place To Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, the Vice President of Global Recognition at Great Place To Work. She emphasizes that Certification is the sole official recognition earned by the real-time feedback of employees regarding their company culture. “By successfully earning this recognition, it is evident that Infopro Digital stands out as one of the top companies to work for, providing a great workplace environment for its employees." Equal Opportunities We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form. This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information. #INDPREM

Job Description Summary Vertical Relevance is looking for an AWS DevOps Consultant, to join our team as a full-time employee in our New York or New Jersey office or work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS DevOps Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement cloud solutions with customers * Build and deploy infrastructure and automate operations for customers * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do Creating a Self-Service Account Framework * Assist Customer with organizational hierarchy design and configuration templates * Assist Customer in the development of referenceable playbooks, supported by relevant code examples * Assist Customer in the development of sample runbooks to automate the implementation of AWS account setup and configuration * Account Framework - Developing an automated Continuous Delivery Pipeline framework that will be used to establish AWS Accounts to configured, tested infrastructure on AWS in a repeatable, reliable and secure manner eliminating the need for manual intervention. * Security Control Policies - Development of the Service Control Policies and account baselines associated with the Customer’s security and compliance requirements * Assist Customer with the development of a report and supporting sample code addressing the controls as part of the playbook Creating a Self-Service Environment Framework * Assist in selecting tools for building Infrastructure-as-Code * Assist Customer in the development of referenceable playbooks, supported by relevant code examples for application infrastructure code * Assist Customer in the development of sample runbooks to automate the implementation of application infrastructure code: * Infrastructure-as-Code - Development of Infrastructure-as-Code specific to each application that can be used to automate the delivery of configured AWS resources specific to the requirements of the application being deployed. * Configuration Management - The development of configuration management modules specific to each application used to automate the configuration of servers including software installation and configuration * Service Catalog Pipeline - Development of a framework for orchestrating build, test, deployment, and validation of infrastructure automation code. * Service Catalog - Management of Service Catalog portfolios to connect products based on selected applications * Assist Customer with the development of a report and supporting sample code addressing the application infrastructure code as part of the playbook Creating a Self-Service Pipeline Framework • Assist Customers in defining Customer’s DevOps Framework capabilities based on Customer’s identified business outcomes Assist Customer with reviewing the DevOps Framework architecture against Customer’s identified business outcomes, to include providing general recommendations to help Customer close any observed gaps * Provide Customer with AWS general best practices that may help Customer refine identified deployments * Assist Customer with defining the first iteration of minimum viable product (MVP) for the DevOps Framework. * Deploying ASP.NET web apps and building new Amazon Elastic Compute Cloud (Amazon EC2) instances * Deploying Python on AWS Lambda * Deploying Java on AWS Lambda * Blue/green deployments on Amazon Elastic Container Service (Amazon ECS) * Deploying to existing Amazon EC2 instances (Windows operating system) * Provisioning dashboards to monitor deployments * Assist Customer in developing and implementing the first iteration of MVP in a non-production environment, under Customer’s direction and using AWS general best practices * Assist Customer with identifying next steps and proposing activities for a future follow-on engagement * Provide knowledge transfer to Customer’s stakeholders on the DevOps Framework Relevant Technical Tools * Primary Languages – Python, Bash * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Packer, Ansible, Chef, Puppet, Git, Subversion, Docker, Kubernetes, DataDog, Serverspec Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – EC2, ECS, EKS, ECR, Lambda * AWS Database Services – RDS, DynamoDB * AWS Networking Services – VPC, Route53, API Gateway * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy, AWS Cloud9 * AWS Management and Governance Services – AWS Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Key Management Service, Secrets Manager * AWS Application Integration Services – SNS, SQS, Step Functions, Simple Workflow, EventBridge The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR x5TjOLaD5z

Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. Who are we looking for? We're looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as we enter Phase 2 of our growth journey. In this role, you won't just be maintaining accounts—you'll be hunting for new opportunities, identifying key decision-makers at top financial institutions, credit unions, and fintechs, and driving revenue growth with precision and tenacity. Your deep understanding of our product and its technical capabilities will enable you to craft solutions that resonate with client needs. Your impact will be felt across the company as you help shape our sales strategy, mentor your teammates, and expand Pinwheel's enterprise footprint. If you thrive on building from the ground up, closing deals that matter, and connecting product innovation with business growth, this is your opportunity to make a real difference. • You are someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem, • You thrive in situations where the answer is unclear, things aren't working right, and the path to achieving success seems really hard because you take pride in overcoming hard things, • You are able to quickly synthesize a lot of information and data and come up with an action plan to direct yourself and those around you to success, • You regularly spend time figuring out how to improve yourself and your skills in your personal pursuit of greatness, however you define it, • Consistently meet or exceed your quarterly revenue targets as we scale throughout 2025., • Build and maintain a high-quality pipeline with opportunities valued at 3x your quota., • Break into both fintech disruptors, established financial institutions, and credit unions within your first six months., • Strategically plan and execute territory initiatives that drive growth and visibility., • Establish trusted partnerships with C-level executives and key decision-makers., • Deep-dive into our sales methodology and tech stack during your first 90 days., • Keep CRM records precise and up-to-date for clear visibility., • Stay sharp on industry trends and shifts in the competitive landscape., • Share insights with product and marketing teams to fuel smarter strategies., • Play a key role in shaping sales best practices as we continue to evolve.What experience, skills, and qualifications are necessary?, • 5+ years of experience in enterprise SaaS sales in fintech or banking with a consistent track record of exceeding quotas and driving strategic deals., • Experience leading and closing $80K+ ACV deals with executive stakeholders across business, product, legal, compliance, InfoSec, and marketing, • Demonstrated ability to lead cross-functional teams through complex sales cycles, including legal and InfoSec reviews., • Strong Customer Centricity and Product Thinker, • Proven experience in driving sales from zero to first transaction, • Experience using Salesforce, sales engagement platforms, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack., • Comfortable working onsite 3 days/week at our NYC HQ Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build something revolutionary - Help build the products on the bleeding edge of financial services! Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401K for retirement planning, • Mentorship opportunities, • Free Citibike membership Base salary: $120,000 - $170,000 OTE (On-Target Earnings): $240,000 - $340,000 Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job Description Overview We are seeking a detail-oriented and motivated Finance Associate to join our dynamic team. The ideal candidate will possess a strong background in financial services, customer relationship management, and sales. This role is essential in providing excellent customer service while managing financial transactions and ensuring compliance with banking regulations. The Finance Associate will play a key role in supporting our clients with their financial needs, including loan origination and processing. Duties • Engage with customers to provide exceptional service and support in their financial transactions., • Assist in loan origination and processing, ensuring all necessary documentation is completed accurately., • Utilize customer relationship management skills to build and maintain strong relationships with clients., • Conduct fraud prevention and detection measures to safeguard client accounts., • Perform cash handling duties, including cashiering, managing debits and credits, and cash management., • Upsell financial products and services to meet customer needs while enhancing sales performance., • Maintain accurate records using financial software and ensure compliance with company policies., • Apply basic math skills for retail math calculations, ensuring precision in all transactions., • 4 to 7 years (ONLY) of solid corporate finance transactions experience with a focus on blockchain., • Excellent written and verbal communication skills., • Strong legal research and analytical abilities., • Ability to work independently and proactively with creative problem-solving skills., • Bar membership in good standing in the jurisdiction of practice., • Salary 295k - 400k, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity)