Loan Officers

POSITION SUMMARY

We are one of the nation’s top automobile loan providers and we are searching for ambitious, highly personable Bilingual Dealer Relationship Manager to help us expand our dealer base. This means partnering closely with our current dealer partners and acquiring new dealers along the way.

You must be excited by an Uncapped Commission Plan that rewards you for your efforts. We are looking for someone who can bring in a consistent stream of new funding dealers each month…which means you may have to work beyond a 9-6 schedule sometimes.

Base salary is $48,000 plus benefits, an UNCAPPED COMMISSION structure, generous car allowance. This position has tremendous upside potential! Our top reps make in excess of $150,000+.

Are you ready for a new challenge and unlimited potential?

ESSENTIALS THAT WILL MAKE YOU SUCCESSFUL

+ Strong desire to be #1 with a tenacious work ethic and strong hunter mentality.

+ Driven by uncapped commission potential.

+ Strong problem-solving skills (creative in overcoming sales hurdles).

+ Ambitious, self-starter who is goal-driven with a sense of urgency.

+ Reliable, honest, and a good communicator.

+ Bilingual English/Spanish is REQUIRED.

EDUCATION AND WORK EXPERIENCE REQUIREMENTS

+ High school graduate/GED preferred.

+ Previous experience as a Buyer/Credit Analyst/Business Development Center (BDC)

+ Deep sub-prime auto finance space experience wanting to work, outside, in the field a plus.

CORE VALUES WE LIVE BY

Not all companies live and breathe their Core Values, but we do! Our company culture guides us in our daily work. And we are seeking candidates who exemplify the following values:

+ Integrity – even when no one is looking.

+ Do your job - Give your maximum effort every day. Stay aligned to your targets and responsibilities and execute them with precision.

+ Make Their Day - Go above and beyond to provide the best possible service to others. This includes customers, dealers, teammates and anyone else you meet. Be a good person, give great service and expect the same in return.

+ Be the Teacher - Take every opportunity to teach and enlighten your customers and teammates. Help them to learn and grow; and support them on their journey to build better credit and a better life.

+ Be the Student - When it’s your turn to be the student, listen to feedback, hear the other person, focus on improving. Ask for help when you need it.

+ Decisions Using Data - Take the guess work out of it and use real data to drive your decisions.

**Job Description**

**Brief Description of Position:**

The Regional Relationship Manager key responsibility is to provide localized supplier oversight and management support within the region to further enable the successful execution of the Global Clinical Trial Operations (GCTO) managed studies. The incumbent will interface closely with the HQ Operations-RMs, regional team, and suppliers to ensure optimal cross functional collaboration, communication and, partnership across our global clinical trials.

**Responsibilities include, but are not limited to the following:**

**Regional Supplier Management:**

+ Provide Regional Supplier Operational Support to internal stakeholders and suppliers.

+ Act as regional interface and point of contact to manage and drive regional supplier issue resolution

+ Maintain aligned communication channels and escalation pathways between GCTO Headquarters RMs and Regional/Country Trial Operations. Engage with HQ Ops RMs to ensure regional risks and opportunities, that impact lab and/or clinical trial operations, are identified, actioned, and aligned with the suppliers.

+ Enable transparency and effective delivery of supplies/sample/tissue movement within the region. Pro-actively identify trends and address issues that may interfere with the efficient delivery and clinical trial execution including supplies, sample logistics, and tissue returns across the regions.

+ Support supplier operations and development of HQ Ops or supplier regional strategies by working cross-functionally to support the dynamics of the GCTO footprint, and continuously improve compliance, capabilities, and efficiencies in the delivery of clinical trial.

+ Support and educate regional functions in specific country requirements impacting lab and/or clinical trial operations including regulatory, quality, and trade compliance. Communicate and solution unique local and country specific characteristics, opportunities, and challenges.

+ Support the adoption and maintenance of global trade compliance across the clinical suppliers and supply chain for the regions, engaging with Global Trade Compliance, GCTO and RMs where required.

+ Build upon knowledge of regulatory requirements for each country in the region and incorporate the knowledge into supply strategies, timelines & business processes.

+ Act as regional point of contact in support of GCTO Business Continuity Plan communications for suppliers in each respective region.

**Process & People Management:**

+ Anticipate internal/external supplier challenges and support enablement of process improvements to address those challenges.

+ Mentor junior and new team members on the supplier process where applicable.

+ Build and develop strong partnerships, engagements with internal/external partners to allow for transparency and strong collaborative relationships

**Qualifications, Skills, & Experience:**

**Required Experience and Skills:**

+ Bachelor's Degree/ Equivalent and 10+ years of clinical trial experience or relevant industry experience

+ Knowledge/or acumen to understand Trade Compliance expectations and navigate and balance internal and external expectations

+ Demonstrated ability to understand and navigate international and/or regional expectations and ability to operate in culturally diverse situations

+ Must demonstrate excellent collaboration and highly effective communication skills to clearly articulate needs, effectively negotiate, and facilitate issue resolution across organizational levels

+ Demonstrated leadership/management skills including excellent ability to lead and influence internal and external stakeholders

+ Ability to work independently or as a team contributor and make rapid and disciplined decisions.

+ Demonstrate interdisciplinary project management skills

+ Strong partner and/or supplier management experience

**Preferred Experience and Skills:**

+ Laboratory experience or vendor management experience supporting laboratory services

+ Strong Microsoft Office skills

+ Multi-lingual

**NOTICE FOR INTERNAL APPLICANTS**

In accordance with Managers' Policy - Job Posting and Employee Placement, all employees subject to this policy are required to have a minimum of twelve (12) months of service in current position prior to applying for open positions.

If you have been offered a separation benefits package, but have not yet reached your separation date and are offered a position within the salary and geographical parameters as set forth in the Summary Plan Description (SPD) of your separation package, then you are no longer eligible for your separation benefits package. To discuss in more detail, please contact your HRBP or Talent Acquisition Advisor.

**Employees working in roles that the Company determines require routine collaboration with external stakeholders, such as customer-facing commercial, or research-based roles, will be expected to comply not only with Company policy but also with policies established by such external stakeholders (for example, a requirement to be vaccinated against COVID-19 in order to access a facility or meet with stakeholders). Please understand that, as permitted by applicable law, if you have not been vaccinated against COVID-19 and an essential function of your job is to call on external stakeholders who require vaccination to enter their premises or engage in face-to-face meetings, then your employment may pose an undue burden to business operations, in which case you may not be offered employment, or your employment could be terminated. Please also note that, where permitted by applicable law, the Company reserves the right to require COVID-19 vaccinations for positions, such as in Global Employee Health, where the Company determines in its discretion that the nature of the role presents an increased risk of disease transmission.**

Current Employees apply HERE (https://wd5.myworkday.com/msd/d/inst/1422$1533/rel-task/3001$14.htmld)

Current Contingent Workers apply HERE (https://wd5.myworkday.com/msd/d/task/1422$4020.htmld)

**US and Puerto Rico Residents Only:**

Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here (https://survey.sogosurvey.com/r/aCdfqL) if you need an accommodation during the application or hiring process.

We are an Equal Opportunity Employer, committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status, or other applicable legally protected characteristics. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit:

EEOC Know Your Rights (https://www.eeoc.gov/sites/default/files/2022-10/22-088\_EEOC\_KnowYourRights\_10\_20.pdf)

EEOC GINA Supplement​

Pay Transparency Nondiscrimination (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

We are proud to be a company that embraces the value of bringing diverse, talented, and committed people together. The fastest way to breakthrough innovation is when diverse ideas come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively.

Learn more about your rights, including under California, Colorado and other US State Acts (https://www.msdprivacy.com/us/en/CCPA-notice/)

**U.S. Hybrid Work Model**

Effective September 5, 2023, employees in office-based positions in the U.S. will be working a Hybrid work consisting of three total days on-site per week, generally Tuesday, Wednesday and either Monday or Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, field-based positions; facility-based, manufacturing-based, or research-based positions where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance also does not apply to roles that have been designated as “remote”.

Under New York City, Colorado State, Washington State, and California State law, the Company is required to provide a reasonable estimate of the salary range for this job. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate’s relevant skills, experience, and education.

Expected salary range:

$159,200.00 - $250,700.00

Available benefits include bonus eligibility, health care and other insurance benefits (for employee and family), retirement benefits, paid holidays, vacation, and sick days. For Washington State Jobs, a summary of benefits is listed here (https://www.benefitsatmerck.com/) .

**Search Firm Representatives Please Read Carefully**

Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

**Employee Status:**

Regular

**Relocation:**

No relocation

**VISA Sponsorship:**

No

**Travel Requirements:**

10%

**Flexible Work Arrangements:**

Remote Work

**Shift:**

1st - Day

**Valid Driving License:**

No

**Hazardous Material(s):**

N/A

**Requisition ID:** R250549

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Branch Manager within PNC's Retail Branch organization, you will be based in Gilbert AZ, and the Warne and Gilbert branch.

**Job Description**

+ Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

+ Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

+ Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

+ Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

+ Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

+ **Live the Values** - Role models our values with transparency and courage.

+ **Enable Change** - Takes action to drive change and innovation that will transform our business.

+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

+ To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

**Competencies**

Branch Banking Services – Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.

Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Sales Management – Develops sales strategies that incorporate client segments, market opportunities, competitive forces and sales force effectiveness. Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet. Drives sales teams to build a strong pipeline of prospects and clients.

**Work Experience**

Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

No Degree

**Additional Job Description**

**Benefits**

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

**Disability Accommodations Statement:**

**If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO):**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Branch Manager within PNC's Retail Branch organization, you will be based in Gilbert, AZ at the San Tan Village branch.

**Job Description**

+ Manages priorities through planning and execution to drive all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Leads and influences the agenda of a broad range of eco-system partners. Accountable for risk management and compliance in a complex business environment. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

+ Leads, plans and executes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and by effectively leading eco-system partnerships . Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

+ Leads, coaches and ensures the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

+ Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development . Makes talent development a priority for all branch team members. Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

+ Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

+ **Live the Values** - Role models our values with transparency and courage.

+ **Enable Change** - Takes action to drive change and innovation that will transform our business.

+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

+ To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

**Competencies**

Branch Banking Services – Knowledge of the responsibilities, issues, regulations, business practices, and operations of retail banking branches; ability to provide qualified services to customers.

Delegation – Ability to empower and motivate associates to take over tasks and responsibilities to accomplish results for which the manager maintains ultimate accountability.

Digital Awareness – Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Sales Management – Develops sales strategies that incorporate client segments, market opportunities, competitive forces and sales force effectiveness. Identifies priorities and ensures sales teams execute against plans that focus on deepening client relationships, elevating market share and increasing share of wallet. Drives sales teams to build a strong pipeline of prospects and clients.

**Work Experience**

Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically 5+ years of related experience, and at least 2 years of previous supervisory experience is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

No Degree

**Additional Job Description**

**Benefits**

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

**Disability Accommodations Statement:**

**If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO):**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At JPMorgan Chase, we have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. Here at Chase, you'll have the opportunity to help people experience Our Purpose -- make dreams possible for everyone, everywhere, every day. We put our customers first, building with their needs in mind, providing world-class service and growing to reach people, businesses, and communities everywhere.

As a Branch Manager in Consumer Bank, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future. You will collaborate with our One Chase Partners in Chase Wealth Management, Business Banking and Home Lending to provide a seamless experience for our customers.

**Job responsibilities**

+ Act as the standard bearer of Chase and create a world-class customer experience

+ Create an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture

+ Actively identify, coach, develop, motivate, and support employees so that they can provide superior service to every customer

+ Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes

+ Leverage and understand the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch

+ Educate clients on how to use our digital platforms to bank and invest when, where and how they want

+ Build partnerships with local businesses to build the brand in the local market area through strong community involvement

**Required qualifications, capabilities, and skills**

+ Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture

+ Outstanding leadership experience, with a proven, successful record of coaching and empowering employees to improved results

+ Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth

+ Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies

+ Ability to work branch hours, including weekends and evenings

+ Ability to travel, as required, for in-person training and meetings; travel may include out of state

+ High school degree, GED or foreign equivalent required

**Preferred qualifications, capabilities, and skills**

+ College degree or military equivalent strongly preferred

+ Two years of management experience or equivalent Chase leadership experience strongly preferred; Retail Banking highly preferred

+ Strong desire and ability to influence, educate and connect team, partners and customers to technology

+ Ability to adapt quickly to a changing environment and be a strong decision maker

+ Training Requirements: Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role.

**Dodd Frank and Safe Act**

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

WHO are we looking for?

CAPTRUST is seeking an Institutional Relationship Management Consultant to work with a financial advisory team to provide exceptional service to clients. This individual will be responsible for servicing and building a practice working with mid-market retirement plans, endowments, and foundations, including trustee committees, qualified plan sponsors, fiduciaries, and key executives in nonqualified plans. Primary responsibilities may include the following, among others:

+ Become an expert in the inner workings of retirement plans, endowments and foundations

+ Provide fiduciary advice to client relationships

+ Provide high-touch client service and collaborate with the team to solve client challenges

+ Conduct and document quarterly portfolio/account reviews

+ Provide education and advice programs for plan participants

+ Within a team, develop and close new client relationships

+ Make sales presentations to individuals and committees

+ Develop relationships with centers of influence and other referral sources

+ Cross-sell CAPTRUST services to existing clients

+ Travel is required periodically

Minimum Qualifications:

+ Completion of a four-year college degree in Business Administration, Marketing or Finance

+ 5+ years of experience serving clients in the Financial Service industry

Desired Qualifications/Skills:

+ Exceptional oral and written communication skills

+ The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines

+ Looking to develop a long-term career in the investment/financial services industry

+ Able to work independently

+ Professional License/Certification required ( 65, 66, or 7)

+ Strong proficiency in Microsoft Office; especially Microsoft Excel

+ Client Relationship Management (CRM) software experience

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

+ Employee ownership opportunities

+ Brick Bonus success sharing program

+ Comprehensive health coverage + Virgin Pulse wellness platform

+ 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

3200 Camelback Road #300 | Pheonix, AZ 85018

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

+ Ability to build successful, collaborative, and trusting relationships

+ Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information

+ A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges

+ Inherent desire to give back to our communities and enrich the lives of those around us

+ An other-centered mindset

+ Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior

Requisition ID: 2023-1542

External Company URL: https://captrust.com/

WHO are we looking for?

CAPTRUST is seeking an Institutional Relationship Management Associate to work with a financial advisory team to provide exceptional service to clients. This individual will be responsible for the project management of internal teams to ensure deliverables are produced timely as well as interacting directly with clients, including retirement plan and nonprofit investment committees, human resource or employee benefit professional, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others:

+ Deliver exceptional service as part of a team and become a trusted team member in supporting, building, and maintaining client relationships as well as project management for client deliverables

+ Aid in the retention of existing client relationships by working with internal team members to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables

+ Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners; In conjunction with advisory team members, communicate recommendations and the timeline to all stakeholders

+ Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records

+ Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for clients

+ May perform other duties as assigned based on business need

Minimum Qualifications:

+ Completion of a four-year college degree or equivalent years of relevant experience

+ 3 years of experience working in client services for an organization that provides retirement plan services preferred

Desired Qualifications/Skills:

+ Demonstrated project management skills

+ Exceptional oral and written communication skills

+ The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines

+ Looking to develop a long-term career in the investment/financial services industry

+ Strong attention to detail

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

+ Employee ownership opportunities

+ Brick Bonus success sharing program

+ Comprehensive health coverage + Virgin Pulse wellness platform

+ 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

3200 Camelback Road #300 | Pheonix, AZ 85018

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships

• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information

• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges

• Inherent desire to give back to our communities and enrich the lives of those around us

• An other-centered mindset

• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate

Requisition ID: 2023-1543

External Company URL: https://captrust.com/

ASSISTANT BRANCH MANAGER (FLOATING)
AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2022!

First Credit Union is Arizona's first credit union. Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success.

If you want to work in a culture committed to making a local impact with a focus on genuine service, become part of the First Credit Union team by applying for our Assistant Branch Manager opportunity.

Assistant Branch Manager is responsible for assisting with the overall operation of the branch in accordance with Company policies and procedures to insure the highest level of member satisfaction.

Essential Functions:

Provides guidance and expertise in the daily operations of branch.
Promotes teamwork and interdepartmental cooperation.
Analyzes situations, identifies problems, identifies, and evaluates courses of action.
Ensures highest level of member satisfaction.
Requirements:

Minimum of one year experience and knowledge of branch operations.
Supervisory experience is preferred.
Superb verbal and written communication skills.
College degree or relevant work experience is preferred.
Working knowledge of Microsoft Office Suite.
Ability to motivate staff and provide exceptional leadership.
Candidates must be available to work 40 hours per week; Monday - Friday.

At First Credit Union we take pride in offering you a professional, friendly, and cohesive working environment where you can grow and succeed while enjoying the satisfaction of helping others. We also offer competitive pay and superior benefits which include:

Generous Paid Time Off (PTO)
11 Paid Holidays
Medical and Dental Insurance
LTD/AD&D/Life Insurance
401k Plan with Company Match plus an additional Retirement Plan funded by First Credit Union
Special Recognition Programs
Employee of the Quarter
Co-worker Recognition Program
Anniversary Incentives
Furthering Education Recognition
Professional Development Opportunities
University of First Credit Union
Tuition Assistance
Great work shift - Monday through Friday!

First Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law.

**Why USAA?**

Let's do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

**The Opportunity**

As a dedicated Third-Party Relationship Manager, you will be responsible for the performance, contract adherence and relationship management of third-party partners within the banks line of business contact center.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position.

**What you'll do:**

+ Responsible for effective and compliant management of multiple third-party relationships with high or critical inherent risks that can decrease or hinder the Enterprise’s ability to execute on one area of the mission, damage reputation, or impair financial stability of the Enterprise such that capital strength or liquidity is impacted.

+ Leverage extensive knowledge of industry laws and regulations along with approved USAA third-party risk management and procurement policies, standards, processes and controls, technology and tools, etc. to identify, measure, document, mitigate, and lead existing and emerging risks while overseeing third-party relationship compliance with USAA and regulatory requirements.

+ Responsible for driving execution of required on-boarding activities ensuring third-party providers have required access to appropriate USAA systems, facilities, on-line resources, training, etc., with support from Procurement, Information Security, Compliance, etc. Ensures termination of relationships including removal of system and physical access to USAA assets as well as coordinating transition to in-house functional area or on-boarding of an alternate third-party.

+ Execute the Inherent Risk Questionnaire (IRQ) process to assess risk profiles of third parties and ensure effective application of appropriate rigor to lead risks through the duration of the relationship.

+ Identify, monitor, and lead action plans to address risk and performance issues/findings. Follow approved partner concern processes to ensure timely issue resolution and completion of action plans. Assists leadership in preparing responses to regulatory inquiries involving assigned relationships.

+ Partner with first line of defense (i.e., Business Risk and Control Advisors) and second line of defense partners (i.e., Risk, Compliance) to develop, implement and monitor operational controls that enable effective management and deliver expected performance from integrated business processes (end-to-end USAA and third-party execution).

+ Ensure contract documentation accurately reflects products/services provided via assigned third-party relationships and monitors third-party’s ability to deliver against contractual requirements and service level agreements. Support the development of key performance indicators for the relationship. Handle third-party relationships for Member complaints and levels of Member satisfaction. Reconcile and ensure payment of third-party relationship invoices, purchase orders and spend management.

+ Cultivate effective collaborative partnerships with third-party suppliers and internal clients. Facilitates management routines and documents conversations between USAA partners and third-party relationships to gain alignment of approach to compliance with new or changing logs and regulations, strategic direction and road maps, risk appetite, etc.

+ Identify enterprise value through analysis of the strategic objectives of sourcing a product/service to a third-party and evaluating the alignment with broader CoSA and Enterprise objectives; development of projections of future demand related to third-party relationships based on expertise in business, industry, and other trends.

+ Serve as a coach to peers and team members and acts as a resource for advanced issues.

+ May be required to perform the duties of a Third-Party Manager (TPM) in situations where there is a need to aggregate risk and strategic value of the Third Party across all the Third-Party Relationships with that Third Party at USAA (e.g. supplier has contracts with multiple USAA entities or CoSAs).

+ Ensure risks associated with business activities are effectively identified, measured and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ Minimum 6 years' relevant supply chain management, vendor/third-party risk management, or operations experience in financial services, information technology, or related industry.

+ Minimum 2 years' experience with relevant regulatory compliance, industry regulations and regulatory data sources such as Office of the Comptroller of the Currency (OCC), Federal Reserve Board, Consumer Financial Protection Bureau (CFPB), etc.

+ Knowledge of relevant business process(es) and regulatory compliance requirements.

+ Knowledge of supply chain management, budget controls, and project management

+ Experience analyzing and interpreting data.

+ Strong communication skills with ability to influence solutions across all organizational levels.

+ Strong attention to detail in third-party relationship management.

+ Knowledge of federal laws, rules, regulations, and applicable guidance to include REG W, FRA 23A&B/TPRM, OCC Heightened Standards.

**What sets you apart:**

+ Experience in aiding partners to define requirements and draft service level agreements.

+ Demonstrates strong written and verbal communication skills, strong critical thinking skills, and a high degree of learning ability.

+ Experience handling third party supplier relationship and overall operational scorecard performance.

+ Experience with root cause analysis and action plan management experience

+ Experience with call center operations

+ Experience in contract management

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**What we offer:**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $86,520.00 - $165,340.00 **.**

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

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**

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

- High school diploma or equivalent

- Minimum one year of mortgage, sales, real estate, or banking experience

- Ability to travel

Preferred Skills/Experience

- Well-developed sales ability

- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies

- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors

- Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)

- Ability to work independently

- Ability to analyze financial information

- Excellent verbal and written communication skills

- 2 years or MLO experience with proven results

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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Learn how** the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.

**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

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $24.86 - $27.35