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Customer Experience Advisor |S1| Retail & Business Banking | Customer Interactions | Dumfries Country: United Kingdom Join our community. We are currently recruiting Customer Service colleagues, working @14 hours per week with a starting salary of £24.500 pro-rata, this is made up of a base salary of £24.000 pro-rata along with an additional £500 flexible benefit. For our customers, you'll be more than just the friendly face and voice of Santander. You'll be a listener and problem solver. Whether you're helping someone with a simple cash transaction, aiding them with technology in the banking hall, transacting with them over the phone or protecting your customers against fraud and scams, you'll never know what the next challenge will be. What's not in doubt is that you'll have plenty of support. Life in a branch can be busy, varied and challenging, so we're a close-knit team. You'll be totally flexible in your approach and comfortable in undertaking a broad range of activities. This means not limiting your time and focus on one particular element of your role. You'll thrive on the variety this gives you and take satisfaction for operating in a multi-skilled environment. You're the eyes and ears of our business after all. The difference you'll make: Acting as the first point of contact for customers in branch or over the phone Assisting with day-to-day transactions, queries and servicing Answering customer calls into our contact centre Building relationships and finding solutions Developing your knowledge of services and products to help our customers Identifying new ways to improve the customer experience What you'll bring: These are the essential requirements you need to be successful in this role: Proven ability to deliver outstanding customer service either from a face to face or a telephony background The ability to communicate effectively with customers to truly understand their needs You will require the right to work in the UK (please see details below) It would also be nice for you to have: A real desire to go above-and-beyond for customers Effective team working skills with a flexible, can-do approach to work Openness to a broad range of activities even if outside of standard expectations Ability to grow, adapt and change accommodating business needs and priorities What else you need to know: This is a part-time permanent branch-based role, working @ hours across Monday to Saturday across the hours of 8:00am - 6:00pm The role is based in our Dumfries Branch Inclusion At Santander we're creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair. How we'll reward you. As well as a salary, we offer a wide range of benefits that you can choose from and tailor to your needs. For part-time roles, your salary, bonus (where eligible) and certain benefits will be prorated to reflect your working hours. Starting salary of £24,000 pro-rata plus a £500 annual cash allowance to spend on our great range of benefits. 25 days' holiday plus bank holidays, which increases to 26 days after 5yrs service, with the option to purchase up to 5 contractual days per year. Eligible for a discretionary performance-related annual bonus. Voluntary healthcare benefits at discounted rates. Including: medical insurance, dental insurance, and health assessments. Free access to a range of digital health services, including GP. Free access to wellbeing apps and up to three weekly online classes. We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. Protection for you and your family, with company-funded death-in-service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Support your favourite causes through charitable giving and our community partnerships. Share in Santander's success by saving or investing in our share plans. 24/7 access to an online employee discount platform including retailers, entertainment, eating out, travel and more. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services. Learn more about our benefits and family friendly policies Right to work in the UK. Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. What to do next: If this sounds like a role you're interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at resourcing@santander.co.uk. Additional Information: We welcome applications on the understanding that, should you be offered this role, there may be no relocation package available. Santander will pay the employer mandatory government fees that are required to pay in connection with visa sponsorship. You may be liable for your own personal employee immigration and relocation costs.

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Will work at one of six FirstBank locations in the Colorado Springs market Hours will vary between 30-35 hours per week Will work on Monday, Wednesday, Thursday and Saturday Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This opportunity is expected to close by 9/22/25* This opportunity has been extended to 10/3*

What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you'll be doing. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs, and create compelling ROI narratives. Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa.

Job Overview Please be advised that this is not a current open position. We are looking to maintain a continuous pool of interested candidates to consider for future open positions that may become available. Focuses on acquisition of new members and deepening relationships with existing member portfolio of businesses with annual sales from $1 to $10 million. Cultivates and utilizes a strategic network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Citadel lines of business to effectively refer business and leverage partnerships to deepen and enrich the 360 member experience. Working as the trusted advisor, proactively manages the member relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-organization solutions. Researches and fully understands competitors - strengths/weaknesses and product offerings/pricing. Responsibilities Maintains an in- depth knowledge of products and services as well as knowledge of competitors and competitive products. Impacts region referral pipeline via established internal and external centers of influence. Actively participates in Community organizations to source business development opportunities and demonstrate Citadel's commitment to the local community. Maintains a current comprehensive understanding of members needs, based on the review and analysis of personal and business financial data gathered. Delivers distinctive service by completing consistent relationship reviews with all "focus" clients. Promotes and cross- markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. Makes joint calls with Market Managers and less experienced Business Relationship Managers to enhance their selling skills and uncover consumer opportunities. Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale. Functions as members credit expert with commercial loan department to facilitate the underwriting process and credit approval. Ensures that new member relationships consistently meet all compliance requirements; ensures all account and loan documents are completed, correct and sent with complete packing; works to resolve all account and loan document exceptions; understands how and why an exception occurred. Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and region revenue, contribution margin, fee income, loans and deposit goals. This is a Hybrid position. Our Business Banking Relationship Managers are expected to be in their branches 5 days a week partnering with branch colleagues, while also engaging their books of business all in an effort to impact Citadel Members financial experience. If a Business Banking Relationship Manager needs flexibility to adjust their schedule for early or late Member appointments/business networking those appointments must be preset in the Business Banking Relationship Manager's Outlook Calendar. Qualifications and Education Requirements Undergraduate degree in business/related field or equivalent work experience. 3 to 5 years commercial deposit and lending experience. Five plus years demonstrated sales and business development experience with proven results. Must have current and/or prior portfolio management experience. Excellent customer service skills. Excellent verbal and written communication skills and Excellent presentation skills. In depth knowledge of financial products and banking regulations. Demonstrated experience with and broad understanding of personal and commercial financial statements. Proven experience with and comprehensive understanding of commercial deposits, lending, and small business operations. Proficient in personal computer applications - PC (MS Windows and Office Products), Client Experience Desktop. This position will be working in our Southern Region branches: Springfield, Brookhaven, Glen Mills, Kennett, Oxford, West Chester, Paoli Downingtown.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Strong relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge of credit administration, analysis, and credit policy/procedure Knowledge of cash flow management and business credit underwriting with commercial credit training preferred Demonstrated understanding of basic financial accounting and analysis Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank's products Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $108,375.00 - $127,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious individuals seeking real-world exposure in financial modeling, transaction analysis, and strategic advisory. You'll work alongside experienced professionals and gain front-line exposure to capital markets, company valuation, and deal execution workflows. Key Learning Areas & Tasks: Build and maintain detailed financial models using Excel, including DCF, precedent transaction, and comparables analysis. Conduct industry-specific market research and macroeconomic analysis to support transaction opportunities. Participate in the preparation of pitch materials, investor memos, and strategic presentations. Assist in developing client-ready documents including deal decks and financial summaries. Analyze company fundamentals and trends using earnings reports, M&A data, and public filings. Support business case development, sensitivity testing, and transaction structuring across live deals and internal projects. What We’re Looking For: Currently studying or recently completed a degree in Finance, Economics, Business, or a quantitative discipline (or equivalent experience). Strong interest in investment banking, corporate finance, and financial markets. Familiarity with Excel modeling, PowerPoint presentations, and financial statement analysis. Sharp analytical mind, attention to detail, and strong communication skills. A proactive, resourceful, and self-motivated work ethic. International or multicultural experience is advantageous but not required. What You'll Gain: Practical training in valuation, M&A analysis, and financial strategy. Mentorship and structured feedback from professionals with experience at top-tier investment firms. A results-oriented environment that simulates real-world investment banking workflows. Flexible working arrangements — remote opportunities available. Compensation: Paid internship route accessible Powered by JazzHR

▶︎ Job Details: • Job Title: Bilingual Manager (Banking Industry) • Client: IT Services • Working Location: New York NY 10022 • Working Style: Hybrid • Employment Type: Full-time, Long-term • Salary: $90,000 - $130,000/year • Benefits: Full Benefits • Visa Support: Yes • Language: Japanese/English ▶︎ What will you do: • This position will be responsible for driving the enhancement of SCSK USA’s financial business and overall business efficiency. • Engaging closely with clients in financial business to effectively manage conversations and organize issues into actionable requirements. • Successfully strengthen SCSK’s financial business through proactive leadership and strategic initiatives. • Efficiently manage business operations, including budget tracking, resource control, sales, project proposals, and global strategy development. • Demonstrate effective project management, ensuring clear WBS creation, progress monitoring, and timely stakeholder reporting. • Utilize deep knowledge of financial business to align client needs with business requirements effectively. ▶︎ Required Qualifications & Skills: • Bachelor’s degree in Computer Science or related field. • Excellent communication skills in English and Japanese, both verbal and written, in order to engage effectively with stakeholders. • Leadership experience and team management skills would be beneficial, particularly in guiding cross-functional teams and achieving organizational goals. • Relevant certifications in project management in Banking. • Proven experience and track record in proactive business leadership, • Strong project management skills, including proficiency in WBS creation, progress tracking, issue, risk, and quality management. Experience • Minimum 5 years of experience in financial business. • Experience in web application development. • Experience in leading teams of 10-20 members within an organization. Powered by JazzHR

Position: Vice President Location: New York Duration: Full Time Salary: Market Requirements Vice Presidents in Turnaround & Restructuring Services at AlixPartners, LLP typically have: Minimum 3-5 years of relevant experience is preferred in a professional services or consulting firm environment. Experience in the troubled company arena is desired but not required. An undergraduate degree in Accounting, Finance, Information Systems & Decision Sciences (ISDS), or Management Information Systems (MIS) from a top academic institution and a strong GPA required. Strong financial analysis and modeling skills. Solid understanding of financial statements and/or financial data management. Experience working on complex work streams and projects. Strong knowledge of Excel, PowerPoint, and/or Access is required For information systems majors, experience with SQL is preferred Track record of consistently delivering high-value work to meet client’s needs. Experience supervising other professionals, preferred. Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. Advance written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. Exceptional customer service and interpersonal skills. Builds relationships with clients and peers. Benefits Note: If interested please send your updated resume to sagar.chand@two95intl.com and include your rate requirement along with your contact details with a suitable time when we can reach you. If you know of anyone in your sphere of contacts, who would be a perfect match for this job then, we would appreciate if you can forward this posting to them with a copy to us. We look forward to hearing from you at the earliest!

What we’re all about. Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We’d love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our United States sales team and continue to improve outcomes for our clients in a transformational way. As a Sales Director, you will be responsible for contributing to and executing the sales go-to-market strategy within your defined territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the largest and most significant banks in the world, solving complex business problems through Quantexa’s unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. We are flexible in regards to where you are based. However ideally we are looking for someone who can regularly access clients in New York, Boston and other East Coast locations, so this role would be better suited to someone located on the east side of the country. What you’ll be doing. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales and the business units, create a specific strategy for your named accounts. Identify how Quantexa’s solutions map to the client’s needs, and create compelling ROI narratives. Lead the sales process from lead to sales closing and beyond. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Requirements What you’ll bring. An absolute determination to win the business with integrity, fortitude, and an “unstoppable” attitude. Your intellectual curiosity on how to genuinely improve your client’s organization, revenues, client experiences and outcomes. An understanding of how banks and other members of the financial services ecosystem work, budget, prioritize, and purchase. Experience in enterprise level software systems sales; as well as associated infrastructure, including installed software, SaaS, robotics, machine learning, and AI. Both creativity and coachability, as well as the ability to thrive in a collaborative, team environment. The ability to represent the best of Quantexa to clients and prospects from end users to CEOs. Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: · Competitive base salary ranging from $165k - $185k per annum plus commission plan of 100% of basic salary (uncapped) · 100% 401K match up to 5% · Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being · Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care · Competitive annual leave, parental leave, PTO, and observed holidays 🌴 · Well-being benefits, such as the Calm App and Wellbeing 1/2 days off 🧘‍♀️ · Continuous Training and Development, including access to Udemy Business · Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period · Employee Referral Program · Team Social Budget & Company-wide Socials Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We’re not a start-up. Not anymore. But we’ve not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction – the future. It’s all about you. It’s important to us that you feel welcome, valued and respected. After all, it’s your individuality and passion for what you do that will make you Q. We see that – which is why we’re proud to be an Equal Opportunity Employer. We’ve created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness – whoever you are – if you are a passionate, curious and caring human being who wants to push the boundaries of what’s possible, then we want to hear from you. start. don’t stop – Apply

The Head of Investment Banking will play a pivotal role in driving the growth and success of our investment banking operations. This leader will oversee a team of professionals, cultivate client relationships, and lead initiatives to expand Odeon’s footprint in the financial services industry. Key Responsibilities include but are not limited to: Develop and execute a comprehensive strategy for the investment banking division, aligned with the company’s overall goals. Build and maintain strong relationships with existing and prospective clients. Lead the execution of key transactions, including mergers and acquisitions, capital raising, and restructuring, ensuring optimal outcomes for clients. Identify and pursue new business opportunities, leveraging market trends and industry insights to expand the firm’s client base and service offerings. Partner with sales and trading teams to initiate deals, identify cross-selling opportunities, and ensure seamless execution and distribution of transactions. Ensure all transactions and processes adhere to regulatory requirements and the firm’s internal compliance standards. Perform due diligence, research, analysis, and documentation of live transactions. Oversee the financial performance of the investment banking division, including budgeting, forecasting, and achieving revenue targets. Maintain deep knowledge and expertise across industry sector(s). Mentor and manage a team of investment bankers, fostering a culture of collaboration and excellence. Requirements Education and Experience Bachelor’s degree in finance, economics, or a related field; MBA or advanced degree preferred. 10+ years of experience in investment banking, with a proven track record in leadership roles. Deep understanding of financial markets, corporate finance, and transaction structuring. Strong client network and business development acumen. Excellent leadership, communication, and negotiation skills. An appetite to work in a team-oriented environment with the ability to think creatively and act collaboratively, playing a key role in driving the Firm’s long-term success. Series 7, 63, 79, and 24 licenses (or willingness to obtain prior to hire) Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Life Insurance (Basic, Voluntary & AD&D) This 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. Odeon Capital Group provides a total compensation package which may include a base salary, commissions, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $150,000 to $200,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

The Banking Center Manager is responsible for managing the daily operations of a banking center as well as providing leadership to a team of sales and service professionals to meet and exceed sales goals and provide valued service to customers. This position is responsible for a variety of duties focused on the development of new business, as well as retaining and expanding our current relationships with customers. Duties will include, but are not limited to, the following: Build and maintain relationships with customers to help identify financial products and services Generate sales leads and referrals through community outreach activities and on-site visits with local businesses Supervisory duties will include, but are not be limited to: coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, and conducting performance evaluations Assist customers with concerns or questions regarding accounts Represent oneself and the bank in a positive, courteous, friendly, and professional manner Create stability and cultivate an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same Ensure audit/compliance procedures and Personal Banking policies are followed, while maintaining the highest level of customer service Ensure new hire and regulatory compliance training is completed timely Ensure security measures are adhered to regarding opening and closing procedures Required Skills include: A minimum of three years recent retail banking experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals within a goal and/or commission-based environment Supervisory abilities, including: leadership skills, sound decision making, the ability to motivate others, and the capability to address conflict in a positive and productive manner Proven ability to proactively and effectively participate in a sales program, as well as meeting or exceeding expectations for the sales and referral activities established for this position Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank’s expense Availability to work weekends and/or extended hours as required to support the banking center Excellent client service skills, including interpersonal and communication skills Excellent organizational skills Proficiency in all Microsoft applications (Word, Outlook, Excel etc.). Preferred Skills: Extensive knowledge and familiarity of banking products and services Bilingual (fluent verbal and written English/Spanish) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.

Banking Americas Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary : Mizuho Securities is looking for an experienced Analyst or entry level associate to join the Structured Credit Group (“SCG”) which focuses on originating, structuring and distributing non-traditional structured debt and equity solutions for corporate clients globally. The team is a market leader and provides solutions through a broad range of asset classes including structured and project bonds in Latin America, transportation ABS (Aviation, Intermodal Shipping), Digital Infrastructure (data centers, fiber), Whole Business to mention a few. Responsibilities The candidate will join a market leading team of seasoned professionals with a robust pipeline and will be expected to support the team with presentation preparation, modeling / analytics, and transaction execution. SCG has built a leading position across the esoteric ABS asset class universe and is looking to complement their team with a candidate who will step into a role as a core deal team member. The candidate should be a strong, self-motivated learner, willing to step up and take on new responsibilities. Knowledge of Spanish is a plus to support initiatives in Latin America. Other key responsibilities include: Support all aspects of the ABS new issue origination and execution process Modeling complex ABS transactions Prepare pitch books / marketing materials for live mandates Interactions with client, rating agencies, lawyers and investors Review and comment on transaction documentation Assist in the day-to-day management responsibilities of the team Requirements: Bachelor’s degree Excellent written and verbal communications Detail oriented and ability to problem solve on his/her feet At least 1 year of relevant work experience in project finance / ABS Strong analytical skills and presentation preparation (fluent in advanced excel and power point) Self-starter and committed to the business Knowledge of Spanish and / or Portuguese is a plus The expected base salary ranges from $120K - $175k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Primary Office Location: 9931 Sandy Rock Place. Charlotte, North Carolina. 28277. Join our team. Make a difference - for us and for your future. n No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: In the role of Retail Banking Intern , you have the opportunity to apply your knowledge of business and finance to real world scenarios within our retail banking segment. Throughout this experience you will gain practical, challenging, and meaningful on-the-job work experience as a retail banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in Teller training and spend some time learning to service customers on the Teller Line Participate in Platform training and be provided with the opportunity to shadow Platform employees during the lead calling, profiling, and account opening process Shadow either Branch Managers or Business Development Officer’s on outside business calls Have the opportunity to attend and observe Workplace Banking presentations Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Retail leadership (both Regional Banking Executive’s and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

ABOUT UNIT Unit is a market leader in embedded finance. We offer ready-to-launch financial services - like banking and capital - and serve millions of end-users across ~100 customers, including Wix, Bill.com , Honeybook, Relay, and more. We’re repeat founders with technical backgrounds, working hard to build a successful company that we’re proud to work at. Our product moves $40b+ annually and processes 12m+ API calls daily. We’ve raised $160m+ from top investors including Insight, Accel, and 60+ angels. THE ROLE We are looking for a strategic and execution-focused Head of Risk and Banking Operations to join our team. Reporting to the Head of Risk & Fraud, this role will oversee and lead both the Risk Operations and Banking Operations teams. The ideal candidate is a proven leader with deep industry knowledge, strong analytical and operational capabilities, and the ability to build high-performing teams in a fast-paced environment. This role is based in New York. KEY RESPONSIBILITIES Team Leadership & Execution Lead and manage the Risk and Banking Operations teams, including full-time and part-time employees. Oversee hiring, training, development, and performance management of team members. Ensure operational excellence in daily workflows, driving consistent, high-quality service delivery across risk and banking functions. Identify and execute opportunities for operational automation and scalability through technology and AI. Policy, Process, and Performance Define, implement, and continuously improve policies and procedures for onboarding (KYC/KYB/CIP/OFAC) and banking operations (payments and transactions, disputes). Establish and manage SLAs, KPIs, and other operational metrics to evaluate team efficiency and effectiveness. Own documentation of internal policies and technical processes, ensuring clarity and compliance. Cross-Functional Collaboration Serve as the primary point of contact for banking operations matters with Unit’s bank partners, and coordinate operational alignment. Interface with clients to provide guidance, training, and support on tools and banking operations processes. Partner closely with internal stakeholders across Risk, Fraud, Product, Customer Success, and Compliance. Collaborate with Product, Engineering, Fraud Analytics, and Data teams to develop rules, models, and tools that reduce manual work and enhance fraud detection and service efficiency. WHAT WE'RE LOOKING FOR 5+ years experience leading large operational teams, ideally across both risk and banking operations. Experience in a high-growth technology company or financial institution, preferably in embedded finance or fintech. Deep understanding of the banking ecosystem, regulatory frameworks (e.g. KYC, CIP, OFAC), and fraud risk management. Strong analytical skills, with experience using data to drive decisions and improve operational outcomes. Proven ability to lead cross-functional initiatives and deliver scalable solutions. Exceptional communication, client-facing, and stakeholder management skills. Team-oriented mindset with a strong sense of ownership and accountability. LIFE AT UNIT Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We’re a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

Correspondent Banking Specialist Customer Support: Correspondent Banking Specialist is responsible to maintain updated Correspondent Banking (CB) contracts and maintain the credit union document portal folders. This position also collects, maintains, and tracks CB credit union annual Loan Renewal and BSA documentation for OCC examination. They will also process foreign checks, currency and drafts. This position will also be responsible for monitoring the daily CB swm files. Operations: Correspondent Banking Specialist is responsible for preparing department reporting, processing overdraft loan payments, and tracking account overdrafts and loan usage. This position will log all CB related file totals. This position will balance the Fed EBA account, verify IntraFi integration entries, verify BlackRock sweep balances, and make daily journal entries. Additional CB department responsibilities include handling the general ledger reconciliations and daily operations associated with the bank’s commercial products. This position also maintains operations for the virtual vault program through Loomis and Brinks armored carrier systems. This position orders currency to stock multiple vaults at the carriers and tracks deposits and change orders for customers. It also monitors Safe Point deposit activity. Additional reconciliations prepared by this position includes ACH clearing, Deposit clearing, and Wire clearing. The operations desk will cover daily balancing for day off coverage. New Accounts: This position is responsible for maintaining the IntraFi, BlackRock, and Analysis programs. They will track and process all new accounts into the programs. They will work with the Sr. Correspondent Banking Specialist, BDO staff, and the customers to support the process. They will maintain the investment vendor systems by inputting new customers, making trades, verifying integration processes, tracking NCB investments, and tracking renewals. They will create and distribute Weiland analysis, IntraFi, and BlackRock statements. This desk will also assist with maintaining the documentations from all new accounts in our document data base and will work with the ETL statement automation process. They will be responsible for updating the analysis system with all new account setups and creating the analysis statements. Maintain daily desk duties. 60% Provide backup assistance to the CB team by completing a specific list of day off coverage duties. 25% Conduct research for CB customer phone calls and emails, process Q2 requests, process analysis requests, process placement requests, and maintain customer support for all lines of business managed by the CB team. 10% Maintain standard operating procedures (SOP). 5% Minimum Qualifications: Associate degree in accounting or business preferred Accounting and banking experience preferred Knowledge of Accounting Analytical skills Detail oriented Knowledge of Microsoft Office suite Well organized Eligibility requirements may differ for each benefit or program. National Cooperative Bank, N.A. is an Equal Employment Opportunity Employer (EOE/AA) LI-DNI

About the Role Superstate is hiring an Investment Banking Business Development professional in New York City to join a small, close and highly motivated team. You will be expected to drive growth by sourcing new deal opportunities, building relationships with C-suite executives, and expanding the firm’s presence at the forefront of Traditional and Crypto markets. This role blends strategic analysis, sales, and relationship management, with a focus on identifying and executing public offerings, capital raises and direct listings. The ideal candidate will bring a track record of bringing companies public at an investment bank. Key Responsibilities / How We’ll Measure Your Success Lead Generation: Identify and research potential clients, industries, and markets for new business opportunities through market analysis and networking. Relationship Management: Initiate and maintain relationships with clients, prospects, and referral sources via calls, meetings, conferences, and digital outreach. This will include pitching and presenting the benefits of Superstate to potential clients and partners across the ecosystem. Structuring Deals: Provide advisory services to companies looking to go public with strong financial statement analysis and help structure compelling offerings for the company and their investors. Relationship Ownership: You will own all elements of the customer lifecycle from sourcing leads to closing deals. This includes Superstate clients and industry partners. Collaboration: You will collaborate cross-functionally with internal and external teams to build compelling value propositions and product offerings including preparing proposals, presentations, and responses to RFPs. Product Knowledge: You will proactively remain up-to-date with industry trends and best practices, our current and future product offerings, and maintain a deep understanding of the institutional crypto landscape Skills and Qualifications Must Haves: Based in New York City At least 3 years of experience taking companies public at a large investment bank Ability to articulate complex concepts to both technical and non-technical (and non-crypto native) audiences Maintaining a pulse on emerging trends in crypto and adjacent industries and the ability to identify trends and opportunities Excellent communication, presentation, and negotiation skills Benefits Generous stock options to full-time employees Health, Dental, and Vision plan Unlimited PTO and Holidays Paid parental leave Company and team bonding events throughout the year Superstate is a financial technology firm reshaping public capital markets. Superstate connects financial assets with crypto capital markets to expand access, improve liquidity, and advance capital formation, through on-chain public listings and tokenized securities. The company is based in New York City and is home to bright, creative, talented, and passionate team members, excited to modernize investing through tokenized financial products. We are fully committed to diversity, equity, and inclusion in our recruiting efforts and welcome any opportunity to interview qualified applicants with unique viewpoints and life experiences.

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Automation Banking Service Specialist to join our amazing culture. In this role, you will be responsible to respond to, diagnose and resolve field service issues for Convergint service customers. Automation Banking Service Specialists are required to demonstrate competency in lock work, forced opening of safes and safe deposit boxes, the maintenance and repair of drive-up systems and additional alarm and CCTV knowledge. As an Automation Banking Service Specialist, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Automation Banking Service Specialist. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Automation Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Attracts, advises, and serves existing and prospective customers by: With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. Provides direct and immediate response to customer requests or needs. Develops a top customer calling list. Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. Listen, assess, and solve customer problems. Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: Wealth Management Electronic Banking Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: Opens new accounts on the platform system. Completes transactions on the teller processing system. Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: Provide solutions to our customers’ needs. Answer our customers’ technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following: Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. Preparing correspondence, filing, phone inquiries and other clerical duties. Contact overdraft and delinquent customers. Complete file maintenance on customer accounts. Requisition office supplies, loan documents, new account supplies, Money Orders, Treasurer’s Checks, Pre-Paid Cards, etc. Maintain Scanner and ATM. Balance Vault, Cash Advance Machine, and ATM daily. Transfers cash to and from the vault. Performs check cashing overrides when the PBO/Supervisor is not available; Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: Attends and participates in annual meetings to develop departmental goals and objectives. Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: Daily 5 Minute Meetings. Weekly Relationship Building Conference Calls. Weekly Branch Based Sales Meetings. Monthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: Excellent verbal and written communication skills. Exceptional organizational skills and strong attention to detail. Basic computer skills and digital awareness. Typing 40 wpm. Must be results oriented. Manual dexterity and numerical skills. Knowledge of all products and services and all office functions. A positive, enthusiastic attitude. Ability to multi-task. Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: This position does not supervise employees. EDUCATION and EXPERIENCE: Degree or equivalent. 1-3 years of experience preferred. PHYSICAL REQUIREMENTS: Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. Ability to lift up to 30 pounds (i.e., heavy boxes or coin). Ability to communicate in person, through email or via telephone with customers and staff members. Ability to sit or stand for an extended period. Specific vision abilities required by this job may include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MUST HAVES: Candidates MUST be located within 1 hour of Phoenix or Tucson . Candidates must be able to attend 1st day orientation in person . Must have the ability to work a flexible schedule as dictated by business needs within operating hours 7:45am to 5:15pm, Monday through Friday. Training is an intensive 3 weeks from 8:30am to 5pm. Spanish-speaking SOAZ – Posting ID # 5103 -AZDOR - Call Center Agent (100% Remote) Description Responsible for professionally and courteously serving customers by handling all inbound telephone calls pertaining to Individual and Business-related tax compliance, delinquency and general information requests. Responsibilities: Answering incoming phone calls in a fast-paced environment Resolving Tier 1 level issues Reviewing taxpayer accounts Verifying, gathering and simultaneously updating key information Educating taxpayers of online resources and current tax policies Submitting requests for payment arrangements Documenting actions taken into multiple systems Participating in all team engagement activities Meeting performance expectations Skills Required: Strong ability to multitask Basic use of Microsoft Word, Excel and Google Workspace Basic math skills are required - addition, subtraction, multiplication and division. Communicate well both in writing and verbally Great interpersonal skills Retain knowledge easily Creative in problem solving Goal oriented Organized Experience Required: Previous two positions should each be at least one consecutive year in a fast-paced call center. National call centers in industries such as finance/banking, insurance, telecommunications (not technical support) Experience Preferred: Experience with participating in process improvement activities Education Required: High school diploma or equivalent Education Preferred: Associate's degree or higher Compensation: $20.00 per hour About SR International INC. SR International has been a leading name among the IT consulting companies with offices in US and India. For past 16 years, our industry experience and domain knowledge have enabled us to provide innovative solutions to our customers. Who We Are We Are Leading IT Based Solution Providers Today, the world of business information represents the realization of our collective efforts toward improving the future. Held only by the limits of our imagination, the business world is accelerating at an ever-increasing pace. Imagine a better way of doing business, of implementing the perfect software, of refining practice or business integration. All it takes are benchmark standards in service, support, and technical know-how, which have been our bread and butter. Our Vision. Established in 2002, SR International Inc is one of the fastest growing and reputed provider of Information Technology Services and Solutions in the USA. Since our inception, we have been a trusted IT partner for our clients. We take pride in our highly skilled IT Resources and unique engagement model. We have been consistently delivering on our promises as a high-performance team. Our expertise in Cloud Computing, Mobility, Web Technologies, ERP and CRM are second to none. Our industry-leading flagship product iMathSmart is re-defining math learning experience for school students. Career At SR International At SR International, we treat our consultants like family. Our business and our reputation have been built and maintained by quality resources working onboard, so it’s important for us to maintain the quality resource pool.