It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary:

As a Branch Manager with Wellby you will be a trusted advisor within the communities we operate. You will lead and mentor a team of retail Solution Specialists and drive growth in core deposits and loans. As a leader within your community you will position Wellby to be a primary channel of commerce and assist our members with making the right financial choices for their financial goals.

A Branch Manager leads a team of 12 – 16 team members on average.

The leader in this role will partner closely with cross-functional stakeholders and leaders to ensure best-in-class member experiences.

Essential Duties and Responsibilities

Leadership

• Provide coaching and insights that lead to an enduring organization, providing exceptional experiences.
• Ensure team members understand how they contribute to the end-to-end member experience and financial success.
• Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals.
• Champion change with the team and around the organization.
• Remove barriers between business units and collaborate cross-functionally.

Member Experience

• Collaborate with Retail Experience leadership to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals.
• Identify opportunities to improve operational effectiveness.  Deliver recommendations to executive leadership.

Team Member Experience

• Ensure team members understand how to provide exceptional member experiences.
• Select team members for the Branch that align with low effort member experiences and continuously develop them to support our purpose.
• Benchmark team member performance with experience level and collaborate to support them in their professional development.
• Drive positive team member engagement through effective leadership practices.

Business Development

• Partner with the Business Development team and peer managers to develop local business development strategy.
• Participate in highly visible community events quarterly or more to increase Wellby’s visibility and enhance new and existing membership opportunities.
• Conduct outbound calls to members to gain a better understanding of their current and future financial needs.

Branch Success Metrics

• Lead the Branch to achieve or exceed business goals related to new members, deepening, member satisfaction, retention, quality, and availability.
• Achieve team member related business goals related to team member retention, engagement, and satisfaction.
• Drive team efficiencies through use of digital tools and resources.
• Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
• Performs other duties as assigned.

Qualifications and Experience:

• 2+ years credit union or bank retail banking experience
• 1+ years of leadership experience
• Some college hours of study
• Basic knowledge of retail product philosophy and regulations
• Proven member service, interpersonal and relationship building skills
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations
• Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems preferred
• Teller experience preferred
• Personal banking experience preferred
• Escalation management experience preferred
• Vault management and supervisory experience preferred
• Small branch experience preferred
• Experience leading virtual/remote team members preferred
• Bachelor’s Degree in a Business-related field of study preferred
• Proven coaching/developing of high performing teams preferred
• Effective closing, deepening and referral skills preferred
• Willingness and ability to exhibit Wellby Core Values everyday.

Job Requirements:

• Must be able to stand or sit for prolonged periods.
• Must be able to remain in a stationary position 50% of the time.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 50 pounds across office and load onto shelves for various needs.

For All Candidates:

This is a Full-Time, Salary role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 800-940-0708 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members, and are not to be construed as an exhaustive list of responsibilities , duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

Job Description:

Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1BM revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the greater Phoenix, AZ area. 

As Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life’s Group Benefits value proposition and meet collective sales goals.  You will report directly to the RVP of Broker Distribution. 

HOW YOU WILL MAKE AN IMPACT:

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives.
• Meet annual sales goals as established by the RVP of Broker Distribution.
• Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community.
• Continually work to strengthen, deepen, and grow broker relationships. 
• Execute appropriate number of broker meetings per week with assigned brokers.
• Drive a pipeline of appropriate number of RFP’s per month.
• Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market.
• Demonstrate proficiency in the group products sold by Pacific Life.
• Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships.
• Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives.
• Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making.
• Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.
• Perform other job-related duties or special projects as required.

THE EXPERIENCE YOU WILL BRING:

• 5+ years’ experience in group benefits sales with an established presence in the broker marketplace
• College degree with concentration in business management, finance, or risk management or equivalent work experience is required.
• The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
• An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
• Ability to seek opinions of others, process feedback and take smart risks.
• A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization.
• Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement.
• Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.

WHAT WILL MAKE YOU STAND OUT:

• Strong performance orientation and drive for results
• Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues
• Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders

The base salary for this position is $75,000. In addition, this role is eligible for incentives based on sales performance.

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Location(s)

Details

Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.

Good talent knows good talent! Kemper is searching for Insurance Sales Agents!

At Kemper, our goal is for employees to build a career, you are beyond just a job! You’ll start with a paid license preparation/training period! As an Insurance Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to grow the business through your work and dedication.  Agents are set up for success by being assigned a territory (called an agency) with an established book of in-force business.

Position Responsibilities:

• Conducting interviews, recommending products, closing sales, and using our Customer Care Sales Model.
• Continuously prospecting for sales opportunities.
• Collecting premiums from policyholders, based on a pre-arranged schedule.
• Responding promptly to policyholder service requests such as beneficiary changes, claims, loans, etc.
• Appropriately keeping records, accounting for money collected, and processing paperwork.
• Increase the agency size.
• Build strong working relationships with customers.
• Devote whatever time is necessary to fulfill the responsibilities of the position.
• Commit to ongoing development of knowledge and skills.

Position Qualifications:

• Customer service experience.
• The ability to visit customers and prospects door-to-door.
• Valid driver’s license with 100k/300k auto insurance coverage
• Dependable vehicle as daily travel is required.
• Making good and timely decisions that keep the organization moving forward.
• Licensing – Various state licenses are required to sell or service insurance products. Our company provides assistance and guidance to those who are preparing to sit for licensing exams.
• Basic Training – New agents complete a basic development program that includes self-study, classroom time, role-play, and extensive fieldwork.

Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.

Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.

Kemper will never request personal information, such as your social security number or banking information, via text or email.  Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates.  If you receive such a message, delete it.  

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Health Special Risk, Inc. is seeking a Claims Examiner to join our team in Plano, TX. This position will be responsible for managing an assigned inventory consisting of K12 and Special Risk Accident Medical expense claims. This includes claims processing and adjudication as well as investigation when required. A work from home option is available with this position after the training period.  

Health Special Risk, operating as a division of Brown & Brown Insurance, specializes in providing Accident & Health, Special Events insurance products, and administrative services to licensed agents, brokers, and insurance companies across the United States.

Health Special Risk offers a benefits and compensation package that meets today's most important needs and includes:

• Competitive pay based on experience.

• A challenging and stimulating career that provides growth and development.

• Group medical, dental, vision, life, and disability benefits.

• Paid time off and a 401(k) retirement plan as well as an Employee Stock Purchase Plan that allows our employees to purchase Brown & Brown stock at a discounted rate.

• A chance to work for a smaller business and be recognized, while enjoying the stability and benefits of an S&P 500 company as a member company of Brown & Brown, Inc.

If you want to be part of a growing organization that is energetic and driven, contact us today.

JOB DUTIES:

• Reviews claim with related documentation to determine if a claim is payable within policy provisions and limitations and requests additional information when needed.

• Processes and adjudicates payable claims according to established procedures and within authorized payment limits or determine the basis for denial of benefits.

• Identifies and routes claims for repricing or negotiation according to processing guidelines.

• Ensures that all claims are handled in a timely manner to meet state-mandated requirements.

• Follows-up on all suspends and referrals in a timely manner.

• Achieves production-driven goals while maintaining the highest level of quality.

• Other duties as assigned.

REQUIREMENTS:

• High school diploma or equivalent and a minimum of three years previous claims processing/adjudication experience and/or an equivalent combination of education and experience.

• In-depth knowledge and ability to read and interpret medical policies to determine claim eligibility.

• Knowledge of CPT, HCPC ICD-10 codes.

• Knowledge of HIPPA, pre-existing conditions, and coordination of benefits.

• Procificient with MS Office Suite.

• Strong detail-oriented and analytical skills.

• Ability to make appropriate and sound decisions based on information provided.

• Excellent written and verbal communication skills.

• Ability to work independently under limited supervision.

• Insurance knowledge/experience with medical terms and billing is preferred.

• TriZetto QicLink or RIMS experience preferred.

For more information about Health Special Risk, please visit our website at www.hsri.com.  

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Job Description

General Summary:

The Sr. Principal Oracle EBS Project Costing Lead will be a key technical resource in ensuring the planning and delivery of key commercial-off-the-shelf (COTS) and a wide range of custom solutions in support of their business partners in Accounting and Finance. The Business Engagement & Technology Senior Principal Analyst for Accounting will partner with business leadership in Accounting and Finance to develop capabilities and systems roadmaps that align to support business strategy. Additionally, the Business Engagement & Technology Senior Principal Analyst for Accounting will ensure team members maintain reliable, scalable and compliant systems that easily meet business needs by efficient delivery and enhancements that provides opportunities for developing and implementing innovative solutions and integrations.

Key Duties and Responsibilities:

• Become a trusted partner of the business leaders within their remit
• Understand their needs and vision, and deliver technology solutions to support and enable their goals and objectives
• Engage as a key participant in the strategic business planning process for their business partners
• Provide insights on how technology can improve business processes to enable operating efficiencies and support the achievement of business goals and objectives.
• Articulate and maintain a technology strategy to support and advance the business' objective. This strategy should factor in an understanding of future directions of the business area, as well as changes in the technology landscape.
• Execute the technology strategy by leading the evaluation, selection, implementation, and ongoing maintenance of technology solutions.
• Establish, track and report on project value drivers and financial impact
• Work closely with DTE Compliance, Internal Audit, and Quality Assurance groups as needed to ensure compliance with all appropriate regulations, as well as our DTE system lifecycle and change management requirements

Knowledge and Skills:

• Expertise in Oracle eBusiness Suite Project Accounting module with in-depth experience in Project Costing including budgeting, accrual, and expenditure capture – both internal costs from other Oracle modules as well as from integration, rule based general ledger account generation, capital asset creation and CIP cost collection functionality.

• Experience in other Oracle eBusiness Suite Financials Applications portfolio including General Ledger, Fixed Assets, Cash Management, Payables and Receivables modules.
• Experience in Financial close processes within Oracle eBusiness Suite.
• In-depth and specialized knowledge in the core disciplines of project management, business analysis, solution design, delivery and training
• Significant experience in building productive partnerships with business stakeholders and influencing them to take action
• In-depth and specialized understanding of the business, processes, and any appropriate regulatory environments
• Results oriented manager with a proven track record of on-time project delivery for large, complex projects with global stakeholders
• Exceptional written and verbal communication skills and ability to present in a clear and concise manner to all audiences
• Exceptional analytical, quantitative, problem-solving, and prioritization skills, including the development of business cases/ value propositions
• Substantial program/ project management, demand management, resource management and system life cycle expertise
• Strong analytical and problem-solving abilities including development of business case / value propositions
• Superior MS Office skills, including MS Project & Visio, Excel and PowerPoint Experience
• Strong experience in Agile methodology

Education and Experience:

• Bachelor's degree in technology discipline or equivalent
• Typically requires 9 years relevant business systems in the Life Sciences industry, or the equivalent combination of education and experience

Company Information

Location(s)

Details

Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.

Position Summary:

If you’re interested in or have experience in insurance defense, this opportunity may be for you. We are seeking an Associate Legal Counsel to work remote in the Houston, TX area location. Our ideal candidate possesses strong self-starter credentials with excellent writing, verbal communication, and organizational skills.

Position Responsibilities:

• Handles legal work on assigned cases.
• Aggressively pursues files referred to Staff Counsel by the Claims Department.
• Creates and maintains a documented strategy for case handling in each assigned case to include a synopsis of the intangible factors, i.e. the judge, plaintiff attorney, aggravating factors, etc.
• Develops, organizes and maintains document files consisting of pleadings, briefs and memorandums.
• Prepares and submits timely status reports to claims handlers on all significant activities as they occur, but at no greater than 60-day intervals.
• Ensures that all files are properly documented and organized.
• Provides prompt and timely responses to all telephone calls and correspondence.
• Utilizes and/or ensures use of case management software for maintaining notes, diary, calendar, billing, etc., on cases assigned to Staff Counsel and in accordance with established Company operating guidelines, procedures and legal and ethical requirements / guidelines.
• Performs all other duties as assigned.

Position Qualifications:

• 1 year of experience as a trial attorney.
• Handling of insurance defense work is preferred.
• Member of the State Bar, while maintaining all necessary licensing and continuing education requirements.
• Required to travel as need.

Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.

Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.

Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it. 

Job Family:

Travel Required:

Clearance Required:

What You Will Do:

The Patient Account Representative (PAR) is expected to perform specific billing processes, follow-up, account resolution, adjustments and scanning as required. This position works with other departments to facilitate the meeting of both departmental facility goals and objectives. This position is responsible for account resolution.  Ability to find solutions to problems and keeping management informed of patterns regarding payments and or other issues with specific payers is essential

The Patient Account Representative has an extensive knowledge of billing, accounts receivable follow-up, timely filing guidelines and the ability to effectively review remittance advices and electronic billing reports from payer to determine the action required. This position performs all related job duties as assigned.

Duties and Responsibilities

• Contacts third party payers and guarantors via payer websites or by phone to resolve account balances on all assigned accounts.

• Work all correspondence within 24 hours or receipt.  Detail notes regarding correspondence must be entered into the client’s system

• Works all denials taking necessary actions to obtain account resolution

• Submits appeals, as appropriate, for all non-clinical denials

• Monitors all denials for trends and issues and reports findings to supervisor

• Bills or re-bills claims as necessary

• Ensures the client follows all state and federal rules and regulations both billing and HIPAA

• Completes assigned special projects within the time frames given

• Attend training sessions and seminars offered by the Client and Third-Party Payers.

• Appropriately documents each account worked in client practice management system

• Makes necessary corrections in client practice management system.

• Resolves or forwards all address and / or plan changes as appropriate to ensure the integrity of the insurance master is maintained

• Updates patient accounts with corrected demographic or insurance information    

• Posts adjustments based on standard operating procedures or as directed by leadership

• Handles all customer calls both internal and external in a professional and courteous manner.

What You Will Need:

• High School Diploma or equivalent GED

• 1-year experience in office, business, operations, customer service or healthcare field.

What Would Be Nice To Have:

• Previous experience working in insurance portals

• PC skills in a Windows environment are required.

• Knowledge and utilization of desktop applications to include Word and Excel is essential.

• Ability to initiate and follow through on projects and work independently with minimal supervision

#IndeedSponsored

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Who We Are: Enterprise Transformation Delivery

Engaged in the bank’s most critical & strategic initiatives, leveraging modern delivery approaches

• A results-oriented team of 30+ diverse professionals, we provide execution certainty through strong project delivery, business acumen, and change management capabilities. 

• We engage in strategic, enterprise level, high priority, cross-divisional initiatives by partnering with leaders to understand the problem, sharpen ownership and focus to deliver for the entire bank. 

• Differentiated by our ability to understand the details and complexities with an eye for alignment to enterprise priorities and outcomes, we synthesize, communicate, and collaborate across business lines, support functions, and senior leadership.

• Our methodology incorporates solving the problem across people, process, technology, and data domains to drive transformational change.

Overview:

Independently leads multi-disciplinary teams through large-scale transformational change initiatives, or strategically important short-term engagements for senior management, that deliver business outcomes. Has in-depth experience in Transformation Delivery including Program/Project Management, Scope Definition, Process Re-engineering, Workshop Facilitation, Organizational Change Management, Performance Measurement, and Customer Experience.  This function serves as independent 3rd party advising and supporting internal stakeholders on transformation delivery and execution. 

Primary Responsibilities:

• Independently lead multi-disciplinary teams through large-scale transformational change initiatives, or strategically important short-term engagements, that deliver business outcomes

• Demonstrate in-depth experience in Transformation Delivery including Program/Project Management, Scope Definition, Process Re-engineering, Workshop Facilitation, Organizational Change Management, Performance Measurement, and Customer Experience.

• Responsible for driving teams in the implementation of numerous governance frameworks aimed at achieving alignment across the bank and its strategy.

• Provide transparency to senior leadership of progress of initiatives.

• Develop and tailor communications content and artifacts used across various levels in the organization on complex business initiatives with high attention to detail and quality.

• Provide execution certainty by setting pace and driving accountability working alongside senior leaders to drive decisions

• Build relationships and participate in engagement management with key stakeholders and encourage collaboration to support an environment of information sharing to effectively deliver outcomes

• Ensure follow up on all critical items and drive accountability through documentation.

• Learn and support understanding of the organization by building credibility with teams, leveraging business acumen and curiosity.

• Proactively leverage multiple Transformation Delivery Tools to ensure all action items, risks, decisions, and issues are identified, captured and escalated. 

• Develop and rely upon relationships to support understanding of the organization to stay connected to changes going on in the bank.

• Leverage deep institutional and banking knowledge of M&T's people, business processes/workflows, products, and technologies and leverages them to shape strategy and deliver desired outcomes.

• Participate in working groups and seeks diverse views to develop strategic recommendations and encourage innovation.

• Champion new transformation delivery tools and techniques and use them to support innovation, development and facilitate discussion.

• Encourage a culture of how to challenge status quo by consistently pushing for innovation and improvement and recommends solutions for adoption across the organization.

• Apply resourcing approaches and support prioritization efforts to ensure the best resources are allocated effectively.

• Support business in defining outcomes and key measures of success for transformation initiatives.

• Mentor and coach other Enterprise Transformation Delivery team members and others within their team to take ownership of their development.

• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-related issues needing escalation to management.

• Promote an environment that supports diversity and reflects the M&T Bank brand.

• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

• Complete other related duties as assigned.

Supervisory/Managerial Responsibilities:

This position does not directly manage a team.

Education and Experience Required:

• Bachelor’s degree and a minimum of 5 years’ work experience, OR

• In lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 5 years’ work experience

Education and Experience Preferred:

• Minimum of 4 years’ project, program or portfolio management experience, specifically with large-scale transformation projects

• Prior experience leading organizational change

• Strong verbal and written communication skills

• Detail-oriented

• Proven intellectual curiosity

• Proven leadership skills

• Demonstrated cognitive bandwidth

• Relevant financial services industry experience

• Bachelor's degree from an accredited college/university; MBA or MS preferred.

• PMP, Agile, SAFe, Certified BA and/or ScrumMaster Certification

• Prior management consulting or comparable client service experience

Working Model/Location:
This is a hybrid position based out of our downtown Buffalo office. For applicants residing outside of the Buffalo market, remote options may be considered within the M&T Bank footprint which includes, but is not limited to:

• Baltimore, MD/Washington, D.C.

• Bridgeport, CT

• New York, NY

• Philadelphia, PA

• Wilmington, DE

Anticipated Travel Requirements:
Employees in this position should be prepared to travel at least once per quarter. Travel may occur more often than this and is based upon the needs of the business and projects assigned. Employees residing outside of the Buffalo market are anticipated to travel more often than those already located here.

Location

Amerisure creates exceptional value for its partners, policyholders and employees. As a property and casualty insurance company, Amerisure’s promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best “A” (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, and have nearly $1 Billion of Direct Written Premium ​and $1.12 billion in surplus.

Amerisure is recruiting for a Senior Marketing Underwriter to join our Dallas, TX team.  This position will be hybrid and work in the office on Tuesday’s and Wednesday’s and the remaining days from home. 

Position Summary:

Market, evaluate, underwrite and price products and services independently within Amerisure target classes of business.  Serve as the underwriter and relationship manager for assigned agencies or territory.  With limited oversight, make underwriting decisions consistent with Amerisure's appetite and lead relationship management activities such as business planning and execution, profit improvement activities.  Demonstrates effective sales and collaboration skills.

Responsibilities:

• Market, evaluate, and price products and services within Amerisure target classes of business.

• Develop and implement business plans for achieving established operational plan targets for written premium, loss ratio, product retention, pricing and coordination of service.

• Conduct agency visits and facilitate communication between producer, support staff and Amerisure service partners, to ensure achievement of quality and service objectives.

• Lead service team to support and advance PFS strategy, ensuring adherence to the service model and promoting a strong customer service focus. 

• Support other underwriters in servicing assigned agents, providing seamless underwriting expertise, and ensuring that established service and quality standards are maintained.                                                                                       

• Manage the development of the agency relationship, including procuring new business or expanding existing business, negotiating renewals, relationship building, etc.

Requirements:

• Bachelor’s degree or equivalent years of experience

• 3 years marketing and underwriting experience in commercial middle market insurance

• Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.

• Excellent organizational skills, including ability to multi-task and prioritize workload.

• Strong analytical and problem-solving skills, including the ability to deal with ambiguity.

• Excellent verbal and written communication skills with the ability to interact with internal and external customers

• Ability to travel up to 30%

• Must have a valid driver's license and a clean driving record

#LI-CR1

Just as we are committed to creating exceptional value for our Partners For Success® agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance-based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements.  If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you.

Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisure’s employees to perform their job duties may result in discipline up to and including discharge.

Compensation may vary based on the job level and your geographic work location.

Primary Accountabilities

• You will prospect and appoint agents together with the overall regional strategy for expansion of distribution outlets.
• You will use market analytics to assess geographic territory to identify prospect and current customers with highest growth potential.
• You will appoint new customers based on book of business.
• You will Identify vulnerable competitors within assigned territory.
• You will build detailed business plans for assigned agents.
• You will determine appropriate timing of agency visits.
• You will be familiar with the territory.

Specialized Knowledge & Skills Requirements

• 5+ years territory management selling to insurance brokers.
• 5+ years knowledge of the demographics of the territory.
• 5+ years track record of success in building and maintaining business relationships.
• 5+ years proven track record of success in insurance sales.
• 5+ years experience working with Microsoft Office Suite products (Word, Excel, Power Point and Outlook).

#LI-IL

This is a territory representative. You will work out of your home in Illinois and travel throughout the territory.

Licenses

• Not Applicable.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that primarily involves sitting/standing.

Working Conditions

• Not Applicable.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Lead Social Media Advisor will lead Wellby's social media strategy and contribute to marketing, public relations, and communication strategies. The Lead Social Media Advisor is a strong brand storyteller, effective content strategist, and proven social brand builder who understands the importance of having a strong social media presence in today’s digital marketing landscape.

The Lead Social Media Advisor is responsible for the daily, end-to-end execution of social media content and campaigns, content creation and optimization, channel growth, online reviews, and reporting. This individual must possess a deep love for social media and the latest content trends, be highly creative while also ready to analyze the social media efforts through data.
 

Principle Duties and Responsibilities

• Works with purpose and is driven to provide the best team member experience.

• Willingness and ability to exhibit Wellby Core Values every day.

• Develop and oversee a comprehensive social media strategy, aligning with the company's core values and marketing objectives.

• Create and manage a master implementation plan for all corporate social media platforms, ensuring up-to-date practices and brand consistency.

• Lead the day-to-day management of social media campaigns and content, including content approval, deadline management, and ensuring brand voice consistency.

• Coordinate with various departments, such as Retail and Lending, to communicate campaigns effectively and manage change.

• Collaborate with the Marketing & Communications teams to produce engaging content across social media channels.

• Supervise the creation of text, images, and videos, ensuring adherence to brand guidelines and quality standards.

• Define, track, and analyze key performance indicators (KPIs) for social media strategies to assess effectiveness and drive continuous improvement.

• Implement and refine testing and user experience methodologies for both organic and paid social media components to optimize campaign performance.

• Manage multiple social media accounts, interacting with members and stakeholders to foster a positive community experience.

• Build and maintain relationships with social media influencers, including contract negotiations and collaboration on events and content.

• Participate in on-site internal and external events to capture compelling photography and create engaging live posts for various social media channels.

• Drive innovation in paid social and retargeting strategies through audience segmentation and personalization.

• Stay abreast of the latest trends in social media marketing, sharing insights with the team and serving as an expert advisor within the organization.

• Demonstrate effective teamwork through clear communication, collaboration, reliability, and commitment to collective goals.

• Engage in continuous learning and professional development to enhance skills and contribute to the team's success.

• Manage the social media calendar, balancing various types of content to maximize follower engagement.

• Create engaging and diverse social media content across various locations, adapting to different settings and contexts to enhance the brand's outreach and relatability.

• Oversee special projects and perform additional duties as assigned, supporting the organization's evolving needs.

 Knowledge, Skills, and Abilities (KSA)
 

• Knowledge of Wellby’s organizational functions, and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite.

• Knowledge of social media and marketing best practices and U.S. laws.

• Knowledge of social media marketing measurement and metrics.

• Knowledge of different specifications and format requirements for social media platforms.

• Knowledge of brand identity and standards with a focus on design campaigns and experiences.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Ability to work effectively across organizational departments and functions to achieve strategic goals.

• Ability to thrive in a fast-paced team environment and manage time well.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to motivate others and to work in a large cross-functional team dynamic.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to be mobile, in the office and on location.  

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of routine and generally related tasks without supervisory direction.

• The team member may make decisions regarding unusual circumstances on occasion.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Director, Marketing

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• Bachelor’s degree in online marketing, marketing, journalism, public relations, communications, a related field required.

• Minimum four (4) years’ experience in social media marketing, social content creation, and using online marketing programs to acquire new members.

• Minimum three (3) years’ experience handling medium-sized social media budgets.

• Expert in successfully managing strategic social media campaigns on Facebook, LinkedIn, Twitter, Instagram, YouTube, and other online platforms.

• Proficiency with Google Analytics, Facebook Insights, Facebook Business Manager, YouTube Insights and Twitter Analytics.

• Experience with Sprout Social or other marketing platforms, including Salesforce and Hubspot.

• Valid Texas Driver’s license or obtained within 30 days of hire.

• Bondable

For All Candidates:

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.  

About JLG, an Oshkosh company

JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products—including mobile elevating work platforms, telehandlers, utility vehicles and accessories—can be found all over the world.

This 2-year year-round finance internship will be part of a 4-month rotational program focused on 6 functional areas:

• Credit and Collections & Financial Services
• Demand Planning & Financial Planning and Analysis
• Aftermarket & Used Equipment Pricing
• New Product Development (NPD) & Global Procurement Supply Chain (GPSC) **Accounting**
• Accounting (General Ledger, Auditing, Accounts Payable & Accounts Receivable)
• Cost Accounting

This program is designed to provide interns with a structured opportunity to develop broad experiences and exposure within Finance that will begin to shape the foundation of Finance early in career. It will also promote cross functional understanding and increase career mobility. The goal of this program is to cultivate early talent that will be ready for full-time employment upon graduation. Interns will be provided the option of a hybrid work schedule that includes in office and remote work that works best for the class schedule each semester. Applicants will need to be able to commit a minimum of 15 hours per week for two years, during in-session semesters and would need to come onsite in Hagerstown, MD. Knowing that this is a two year commitment, all candidates must have at least two years left in school prior to graduation.

YOUR IMPACT

• While rotations differ from one to another, each rotation allows interns to build business partnership, business acumen, and personal leadership skills through a variety of opportunities.
• With progression into subsequent rotations, interns will strengthen their skills and knowledge and continue acquiring new and more complex proficiencies.
• Upon completion of the two-year rotations, the intern will have accelerated their professional growth and developed a very strong network across the company.

MINIMUM QUALIFICATIONS

• Student working towards a bachelor’s degree in finance, accounting, or a related field.
• Minimum of 15 hours per week availability, on-site in Hagerstown, MD. (Flexible based upon student’s class schedule).
• Reliable transportation.
• Must be a Freshman, Sophomore, or rising Junior.
• Proficient in Microsoft Office Suite, especially Excel.

.

PREFERRED QUALIFICATIONS

• Strong communication, interpersonal, and organizational skills.
• Excellent analytical and critical thinking skills.
• Cumulative GPA of 3.0 or above.

WHY OSHKOSH?

Moving the future forward is our priority and this includes your future. We encourage professional development and champion our employees’ success through various skills and training opportunities. Named one of the World’s Most Ethical Companies™ by Ethisphere Institute for six consecutive years, everything we do at Oshkosh is guided by our core values and the 15k+ team members around the world who embody them.

We put people first. We do the right thing. We persevere. We are better together.

Oshkosh is committed to working with and offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability for any part of the recruitment process, please contact our reception desk by phone at +1 (920) 502.3009 or our talent acquisition team by email corporatetalentacquisition@oshkoshcorp.com.

Oshkosh Corporation is an Equal Opportunity and Affirmative Action Employer. This company will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information.

Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

About JLG, an Oshkosh company

JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products—including mobile elevating work platforms, telehandlers, utility vehicles and accessories—can be found all over the world.

This 2-year year-round finance internship will be part of a 4-month rotational program focused on 6 functional areas:

• Credit and Collections & Financial Services
• Demand Planning & Financial Planning and Analysis
• Aftermarket & Used Equipment Pricing
• New Product Development (NPD) & Global Procurement Supply Chain (GPSC) **Accounting**
• Accounting (General Ledger, Auditing, Accounts Payable & Accounts Receivable)
• Cost Accounting

This program is designed to provide interns with a structured opportunity to develop broad experiences and exposure within Finance that will begin to shape the foundation of Finance early in career. It will also promote cross functional understanding and increase career mobility. The goal of this program is to cultivate early talent that will be ready for full-time employment upon graduation. Interns will be provided the option of a hybrid work schedule that includes in office and remote work that works best for the class schedule each semester. Applicants will need to be able to commit a minimum of 15 hours per week for two years, during in-session semesters and would need to come onsite in Hagerstown, MD. Knowing that this is a two year commitment, all candidates must have at least two years left in school prior to graduation.

YOUR IMPACT

• While rotations differ from one to another, each rotation allows interns to build business partnership, business acumen, and personal leadership skills through a variety of opportunities.
• With progression into subsequent rotations, interns will strengthen their skills and knowledge and continue acquiring new and more complex proficiencies.
• Upon completion of the two-year rotations, the intern will have accelerated their professional growth and developed a very strong network across the company.

MINIMUM QUALIFICATIONS

• Student working towards a bachelor’s degree in finance, accounting, or a related field.
• Minimum of 15 hours per week availability, on-site in Hagerstown, MD. (Flexible based upon student’s class schedule).
• Reliable transportation.
• Must be a Freshman, Sophomore, or rising Junior.
• Proficient in Microsoft Office Suite, especially Excel.

.

PREFERRED QUALIFICATIONS

• Strong communication, interpersonal, and organizational skills.
• Excellent analytical and critical thinking skills.
• Cumulative GPA of 3.0 or above.

WHY OSHKOSH?

Moving the future forward is our priority and this includes your future. We encourage professional development and champion our employees’ success through various skills and training opportunities. Named one of the World’s Most Ethical Companies™ by Ethisphere Institute for six consecutive years, everything we do at Oshkosh is guided by our core values and the 15k+ team members around the world who embody them.

We put people first. We do the right thing. We persevere. We are better together.

Oshkosh is committed to working with and offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability for any part of the recruitment process, please contact our reception desk by phone at +1 (920) 502.3009 or our talent acquisition team by email corporatetalentacquisition@oshkoshcorp.com.

Oshkosh Corporation is an Equal Opportunity and Affirmative Action Employer. This company will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information.

Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.

Primary Responsibilities

• Collaborates with internal business partners to provide a broad range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
• Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
• Consistently acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals
• Provide guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
• Ability to independently manage the largest client relationships
• Manages multiple tasks and helps the team reach deadlines, including proper KYC guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
• Acts as a resource to associates with less experience

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. 

This position is incentive eligible.

This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS).  Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.

Requirements

• Bachelor's degree and eight (8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management
• Or Eleven (11) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management

Skills and Competencies

• Advanced relationship management, business development and presentation skills
• Advanced sales, negotiation, problem solving, and interpersonal skills
• Excellent verbal and written communication skills
• Possess effective and proven sales experience
• Strong initiative to be proactive and follow through on client requests
• Anticipates client needs and is proactively provides solutions

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Location:

Bring Your Whole Self to Work  

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.