Financial Counselor
Remote or Camas, WA Job
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Financial Consultant
Remote or Portland, OR Job
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Customer Service Agent
Remote or Minneapolis, MN Job
COMPANY INFORMATION
Delta Dental of Minnesota is proud to be the largest regional provider of dental benefits, serving over 7,000 Minnesota and North Dakota- based purchasing groups and 4.5 million members nationwide. We aim to provide a work environment that engages each individual while encouraging growth and professional development. We are proud to be named a Top Workplace employer for several years and take pride in our team members for building a reputation.
GENERAL SUMMARY
This position is on-site (Bemidji, MN or Minneapolis, MN), remote (must reside in Minnesota), or hybrid (combination).
A Customer Service Agent (CSA) is responsible for providing customer service while successfully managing a large volume of inbound telephone calls; including following communication scripts while navigating a computer, handling various topics, and serving as a liaison between our company and its customers. The CSA will combine excellent customer service and problem-solving skills, and work both independently and as part of a team.
The best CSAs are genuinely excited to help customers. They are patient, empathetic, and passionately communicative. They are able to put themselves in our customers' shoes and advocate for them when necessary. They are also skilled at troubleshooting problems on behalf of our customers.
This position will be with Stratacor, an affiliate of Delta Dental of Minnesota. We offer extended training. Training may be in-person or virtually from your home.
All Telecommuters will be required to adhere to Stratacor's Remote Work Policy.
ESSENTIAL FUNCTIONS
Manage customer service inquiries by verbally answering incoming telephone calls
Listen to, identify, and assess customers' needs to achieve customer satisfaction
Build sustainable relationships and trust with customer accounts through open, interactive, and effective communication
Provide accurate, valid, and complete information by using the right methods and tools
Meet customer service performance metrics (e.g. call-handling) to ensure efficient and effective service delivery
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Ensure thorough call documentation is completed
Follow communication procedures, guidelines and policies
Go the extra mile to engage customers
Demonstrate exceptional verbal and written communication, interpersonal and active-listening skills, and the ability to prioritize issues and respond accordingly
Other duties as assigned
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member. Duties, responsibilities and activities may change or be assigned at any time with or without notice.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Ability to adhere to structured call center policies and procedures (i.e. attendance, quality, Health Information Portability and Accountability (HIPAA) guidelines)
Demonstrate a high level of dedication, enthusiasm, and motivation
Ability to listen and address customer problems effectively
Exceptional verbal and written communication skills
Ability to clearly communicate and speak to customers effectively to ensure a positive experience
Excellent problem-solving skills
Strong understanding of company products and services
Ability to address customer questions and issues accurately and thoroughly
An understanding and working knowledge of technology (i.e. Microsoft Office suite of products), technology applications, and phone systems
Ability to prioritize and understand customer needs and adapt/respond to different types of customers to build positive relationships
Ability to multitask, prioritize, and manage time effectively
Ability to maintain composure, remain calm and courteous under high-pressure situations, and navigate tense situations, especially during busy hours
Ability to attend extended new hire training Monday through Friday, 8:00am to 4:30pm
Upon completion of extended new hire training, must have the ability to work a regular schedule Monday through Friday, with a scheduled shift working eight (8) hours per day between the hours of 7:00am to 7:00pm dependent on business needs
REQUIRED EDUCATION AND EXPERIENCE
Required Qualifications:
High School Diploma or equivalent
Experience using Microsoft Office suite of products, technology applications, and phone systems
Preferred Qualifications:
Bachelor's degree; or equivalent combination of education and experience
Call center and/or customer service experience
WORK ENVIRONMENT/PHYSICAL DEMANDS
Travel Requirements: N/A
Weight Lifting Requirements: 10 lbs.
Sedentary Work: Prolonged periods of time sitting at a workstation while answering telephone calls and navigating a computer
Telecommuting Requirements:
Required to have a dedicated work area established that provides information privacy
Ability to keep all company sensitive information secure
Must have reliable direct high-speed internet connection
RELATIONSHIPS
Reports To: CSA Supervisor
Directly Manages: N/A
Internal Relationships: Functional Areas
External Relationships: Provider, Broker, Group Administrator and Members
BENEFITS AND COMPENSATION
Benefits for this position include medical, dental, vision, and life insurance; disability coverage; flexible spending plans; a 401(k) plan; Paid Time Off (PTO); and Holidays and days of remembrance. Visit ******************************************************* for more information.
The starting hourly rate for this position is $20.00. The Company takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, external market and internal value, including merit process and internal pay alignment when determining the salary for potential new team members. In compliance with state and federal regulations, a potential new team member's salary history will not be used in compensation decisions.
EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other 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 the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Property Manager
Remote Job
******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Manager/General Manager to be responsible for all aspects of property operations and tenant relations for a portfolio of properties, including acting as the General Manager of Providence Marketplace in Mt. Juliet, TN. Supported by a property coordinator, the Property Manager will oversee the preparation and implementation of site operating budgets, capital improvement projects, long-term planning, administration of contracts and payment of expenses. Additionally, the property manager will be accountable for completing and documenting comprehensive physical surveys each year that report on the property's condition, including maintenance needs and future replacement of assets. This person will interface with other key departments, including leasing, construction, development, asset management, and finance. The property manager is directly responsible for the performance of site services (i.e., landscaping, parking lot sweeping, and janitorial), as well as the overall upkeep and maintenance of the portfolio; all of which is performed by outsourced contractors. The candidate must have superior knowledge of commercial real estate, commercial facility maintenance practices, property management accounting standards and systems, advanced Excel, and a strong financial aptitude. The ideal candidate will be a self-starter, possess strong interpersonal and organizational skills, as well as be a creative problem solver. A professional designation such as CSM, CPM, or CCIM is preferred. A minimum of 5 years of retail commercial property management experience is required as is regular travel.
Kimco Realty is an Equal Opportunity Employer - Veteran/Disability.
Reservation Sales Associate- Work at Home Or in the Omaha, NE Office
Remote or Omaha, NE Job
Job Description
Omni Hotels & Resorts is looking for Customer Care Center Representatives to take inbound reservation calls. The ideal candidate is friendly, patient, professional and genuine with a service driven attitude. In return, we provide a stable company, and family atmosphere with great benefits. New hires will process customer inquiries to ensure complete guest satisfaction by handling requests in a courteous, timely, professional and efficient manner, and by utilizing sales and empowerment skills
Benefits include:
Work from home Or in the Omaha, NE office
Competitive hourly wage based on location $15-$16 per hour
Full time position; Different Shifts
Paid training
Competitive Dental, Vision, and Health Insurance for those who qualify
100% Fully Vested 401 (k) matching plans
Employee Assistance Programs
TeleHealth Plans
Legal Assistance Plans
Recognition and Incentive Programs
Financial Education opportunities
College Tuition Assistance and reimbursement
Volunteer Programs to give back to our Community
Employee rates and free nights offered at our properties and more!
Our Virtual Paid Training Class is scheduled to begin on Monday, April 21st, 2025.
Responsibilities
Creates an exceptional first impression of our brand, drives reservation sales by connecting with caller and uncovering wants and needs to create the foundation for an exceptional stay.
Handle sales' calls professionally, make phone reservations, adjust and cancel reservations as needed in our system.
Assists with adjusting and canceling reservations in the reservation system
Assist with enrollment in the Select Guest program to guests according to call flow guidelines.
Respond professionally and effectively to all inquiries.
Perform all operating functions of the telephone system and computer systems.
Verifiy and show understanding in all current company policies and procedures necessary when making, changing, or canceling a reservation.
Review and understand all reference materials, SOP's (System Operating Procedures) and information bulletins.
Consult with Help Desk for inquires or suggestions that will assist the guest and improve the reservation process.
Thorough knowledge of the reservations process, company policies and selling strategies.
May be required to perform other related duties, responsibilities and activities which may change or be assigned at any time with or without notice.
Qualifications
Demonstrate passion for the hotel and resort business
Must be able to maintain a high degree of confidentiality
Receptive to coaching from management, responds positively with willingness to make changes when desired
Must possess demonstrated excellent communication skills (both oral and written) and interpersonal skills; listens to others
Must take initiative and be fully engaged - must be a self-starter
Ability to work independently with minimum supervision and with a team both efficiently and effectively as well as exercising judgement to meet deadlines
Maintain regular and punctual attendance
Advanced verbal and written communication skills (English)
Ability to work independently to resolve customer inquiries or problems
Excellent phone etiquette skills
Intermediate experience working with basic computer programs (MS Office, Outlook, etc)
Must be able to become proficient on Omni Hotel's reservation system
Must have a working PC with LCD monitor or laptop (minimum technical specifications apply)
Require high speed internet access with 10 Mbps minimum speed
Need a private work space preferably with a door that separates the work area from the rest of the house
Prior Call Center experience a plus
Work from Home only at any location wihtin 50 miles of certain Omni Property or the reservation center in Omaha, NE for engagement purposes.
we are excluding locations such as in Illinois, Wahshington DC, California, NY, and New Jersey.
PLEASE REVIEW REQUIREMENTS BEFORE APPLYING
Associates participating in the Work At Home program will be responsible for providing the following equipment:
Required PC/Laptop Hardware and OS (Apple not supported at this time): (*May be subject to change at a later date)
64 bit Windows 11 or newer version
Processor - I5 or AMD Ryzen 5 or better
8GB Ram
100GB Hard Drive free disk
Windows Updates showing up to date
1 NIC (Ethernet port)
USB Connection (at least 3 ports)
Licensed and up to date anti-virus full scan completed (including date, time, files scanned, & no threats)
Suggested System - Windows Defender
McAfee and AVG anti-virus systems are not supported
Power Surge Protector
Logitech USB Headset Mono/Stereo H650e or H570e ($45 - $75 on Amazon)
Other Items Required:
Full screenshot of speedtest.net of completed speed test
Copy of Internet Service Provider bill documenting internet speed with 25mb download and 10mb upload - recommended to have 20mb upload instead.
Photos of workstation showing proximity to internet connectivity (must be in the same room), wired keyboard, and wired mouse.
Smartphone with application download capability (Please download Okta Verify and Microsoft Authenticator)
*A Wireless Connection is NOT allowed for our Work at Home Associates
*A Wireless mouse or keyboard is not allowed
*No one else can be on, or using your internet during your scheduled shift.
*No devices can be connected to your internet during your scheduled shift.
*Satellite internet is not permitted
*** Moving forward, all signatures for this process are done electronically.
Our Virtual Paid Training Class is scheduled to begin on Monday, April 21st, 2025.
International Investment Counsellor (US Based) - UK Clients
Remote or Plano, TX Job
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day:
As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:
Work with our UK clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
Your Qualifications:
Bachelor's degree or equivalent work experience
2+ years of experience in asset management, financial and client services
Required to pass the Series 65 exam or equivalent
Achieve results and provide unparalleled service
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Real Estate Agent | Full Time
Remote or Islandia, FL Job
At Omni Amelia Island Resort & Spa guests can explore 3.5 miles of pristine beach and scenic marshlands while enjoying luxurious oceanfront accommodations, world-class resort pools, championship golf, full-service spa, endless dining options and family-friendly activities.
Omni Amelia Island Resort and Spa's associates enjoy a dynamic and exciting work environment, comprehensive training and mentoring, along with the pride that comes from working for a company with a reputation for exceptional service. We embody a culture of respect, gratitude and empowerment day in and day out. If you are a friendly, motivated person, with a passion to serve others, the Omni Amelia Island Resort & Spa may be your perfect match.
Job Description
A Real Estate Professional working in close cooperation with experienced agents that creates revenue for the resort by generating and/or developing new, referred, and repeat clients in order to meet personal and company sales objectives.
Responsibilities
• Responsible to ensure accurate records of all listings, sales, activity reports are kept.
• Adheres to all company policies, procedures, real estate Realtor Ethic codes
• Monitors customer preferences in addition to sales and listing trends to determine focus of sales efforts.
• Compares a property with similar properties that have recently sold, in order to determine its competitive market price.
• Acts as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of sales.
• Generates lists of properties for sale, their locations and descriptions.
• Maintains knowledge of real estate law and local economies, types of available mortgages, and financing options.
• Provides regular updates to the Director of Real Estate regarding performance.
• Obtains listings from property owners to place properties for sale.
• Must maintain a current State of Florida Real Estate License.
• Must have extensive written and verbal skills associated with this position.
• Must be able to apply common-sense understanding to cany out instructions furnished, oral, or diagrammatic form.
• Must deal with problems involving several concrete variables in or from standardized situations.
• Must have strong follow-up skills.
• Maintains contact with al I customers in the market area to ensure high levels of customer satisfaction.
• Maintains contact with all associates to ensure high levels of associate satisfaction.
• Demonstrates ability to interact and cooperate with all company associates.
• Strong understanding of customer and real estate market dynamics and requirements.
• Responsible for maintaining continuing education requirements.
• Responsible for all dues and fees associated with any memberships including Amelia Island & Nassau County Association of Realtors and Nassau County Multiple Listing Service.
• Must produce $3,000,000 in sales and six transactions within two years from date of employment with Amelia Island Plantation Real Estate Company before being eligible for company to pay associated dues as stated above.
• Must demonstrate good knowledge of AIP properties and office listings, and benefits of owning inside AIP.
• Demonstrate adequate knowledge of each of the real estate contracts and be able to review them with customers.
• Be an ambassador to the Omni Culture by delivering outstanding customer services in all internal and or external interactions
• Ensure compliancy of all Omni Policies and Procedures
Tools & Equipment:
• Computer, printer/copier/fax/scanner, telephone, radio, desk/chair, file cabinet, I-Pad, I-Phone
• General office supplies
• Computer programs : Microsoft Office, Social Media
Working Environment:
• Indoor office setting & able to work remotely while away from office.
• Outdoor weather conditions when showing homes, walking around property, etc.
Qualifications
Must maintain a current State of Florida Real Estate Broker's License.
Must have 10 years sales manager experience, preferably in a resort/club community.
Must have extensive written and verbal skills associated with this position.
Must be able to apply common-sense understanding to carry out instructions furnished, oral, or diagrammatic form.
Must deal with problems involving several concrete variables in or from standardized situations.
Must be able to sit, stand, bend, stoop, push, pull objects.
Have full range of motion in both arms, be able to seize, grasp, hold & tum objects.
Able to walk & climb stairs.
Omni Hotels & Resorts is an equal opportunity employer - vets/disability. The EEO is the Law poster and its supplement are available using the following links: EEOC is the Law Poster and the following link is the OFCCP's Pay Transparency Nondiscrimination policy statement
If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to applicationassistance@omnihotels.com.
Contact Center Rep
Remote or Louisville, KY Job
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 4
About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES:
The Contact Center Representative is responsible for providing outstanding service to all that contact Republic Bank, client, or non-client. This position will strive to provide accurate information to all inquiries while following departmental procedures and bank policies to achieve their individual performance goals.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS:
• Six months call center experience preferred.
• Previous banking experience preferred.
• Familiar with Microsoft Excel, Word, and Teams programs.
• Ability to navigate through multiple computer systems required.
• English/Spanish speaking and reading ability preferred.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
• Answer inbound calls in a timely, professional manner; make outbound calls as directed. Ensure client satisfaction by resolving client research in a prompt and timely manner.
• Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries when necessary.
• Provide account information and perform necessary research.
• Resolve basic client inquiries with a strong emphasis on cross-selling bank products and services.
• Protect client information by following department security guidelines and procedures.
• Transfer calls to appropriate Republic Associates and Departments when necessary.
• Review client accounts, and enthusiastically offer bank products that complement the client relationship. Required to meet all individual service standards.
• Consistently strive to provide one call resolution; escalate any issues/questions that arise to a supervisor.
• Follow department best practice standards for providing excellent service and selling bank products.
• Stay current on changes to products, procedures and policy of the bank and the department.
• Successfully complete necessary training and testing to advance servicing skills.
• Ensure adherence to scheduled shift start times and break times to optimize availability.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
• Self-motivated and work well in a team environment.
• Requires a high energy level and strong sense of urgency.
• Excellent communication, customer service skills, telephone etiquette and grammar.
• Ability to work in a fast-paced environment and learn quickly.
• Exhibit good organizational and problem-solving skills.
• Possess the decision-making ability to offer a variety of solutions.
• Comfortable with emerging technologies.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
• Travel between Republic Banking facilities may be required.
• Separate workspace and internet connection for remote work.
• Flexible work schedule that will include some evenings, weekends, and overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.
**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
Bilingual Virtual Banker (English Spanish) - located in the Florida Market
Remote or Louisville, KY Job
p style="text-align: center;"strongspan style="color: #0070c0;"“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“ /span/strong/p
pGrade 5/p
pstrong About Republic Bank/strong/p
pRepublic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge amp; Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit a href="http://www.republicbank.com" rel="noopener" target="_blank"www.republicbank.com/a./p
pPOSITION PURPOSE AND OBJECTIVES: br/The Virtual Banker will provide a unique customer experience to all clients via video interaction. In this position, you will provide exceptional customer service, accurately perform a wide range of customer banking transactions, and educate customers on new technology through strong interpersonal communication skills. This position will follow established departmental policies and procedures and manage risk to protect our clients and the Bank./p
pstrong Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time./strong/p
pMINIMUM QUALIFICATIONS:br/• One year of customer service required, bank teller experience preferred.br/• Must be able to efficiently work simultaneously between two operating systems.br/• Strong core technology skills, coupled with the ability to quickly learn and effectively use new technology. br/• Fluent in Spanish (speak, read, write, comprehend, communicate) AND Fluent in English (speak, read, write, comprehend, communicate) required./p
pESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:br/• Greet all clients in a timely, professional manner.br/• Effectively use bank resources, procedure manuals, and reference materials to independently service client inquiries.br/• Process all Interactive Teller Machine (ITM) transactions through video interaction efficiently and accurately while providing quality customer service and building customer loyalty.br/• Promote usage and explain new ITM technology and ATM functionality to ITM clients and Republic Bank Associates.br/• Responsible for providing a variety of customer service functions via ITM. This will include conducting complex and high-risk transactions in a non-face-to-face environment, such as making hold decisions, completing address changes and check reorders, PIN resets, increasing check card limits, and reviewing and cashing checks within set limits. br/• Responsible for balancing each day's transactions and verifying cash totals while meeting Republic's standard of performance.br/• Staying up to date on bank products and services to resolve client inquiries and offer solutions that will complement the client relationship. br/• Responsible for maintaining confidentiality of client account information.br/• Maintain a high-level working knowledge of TellerNow and Network Manager systems.br/• Responsible for following Republic Bank Security procedures.br/• Ensure adherence to scheduled shift start times and break times to optimize availability.br/• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.br/• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization. br/• Willingly perform all other duties and projects as assigned./p
pINTERPERSONAL SKILLS AND COMPETENCIES REQUIRED: br/• Requires a high energy level and strong sense of urgency.br/• Self-motivated and able to work in a fast paced, team environment.br/• Well organized and able to multi-task.br/• Effective communication, decision-making and problem-solving skills to offer a variety of solutions for our clients.br/• Comfortable always being on camera while servicing clients./p
pPHYSICAL REQUIREMENTS: br/The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions./p
pWhile performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate./p
pOTHER REQUIREMENTS: br/• Travel between Republic Banking facilities may be required.br/• Occasional out-of-town travel is required.br/• Flexible work schedule that will include some evenings, weekends, and overtime. br/• Stay abreast of new developments, best practices, and statutory and regulatory changes./p
p**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements./p
TM Product Analyst II or Sr. - Commercial Card (Remote)
Remote or Atlanta, GA Job
Analyzes Commercial Card data for existing and potential markets to support the efforts of developing corporate strategies for organization. May provide information and data to assist with identifying opportunities for product expansion and development, customer reporting, creation of financial formulas support of vendor negotiations and product administration. May assist with the sales administration functions.
Job Duties and Responsibilities:
* Participates in the research and analysis of corporate, industry, economic and regulatory card industry data to provide information for developing corporate strategies for commercial payments. Analysis is performed independently and reviewed by management. May assist in the analysis of identified opportunities and generate information for formulating product strategy recommendations.
* Assists the team engaged in the development and implementation of products, operations, and settlements, and in providing regular written updates on projects and issues that are in progress.
* Assists with generating information for the planning, establishing and communication of Commercial Card product sales goals and other sales related functions. Assists in promotional activities including maintenance of calling lists, promotional conferences, tradeshows, expos and other related events and activities.
* Provides information for team member education, customer support and product support, positioning products, designing demos and developing training courses.
* Performs research and analysis aimed at facilitating the development of new products and the enhancement and promotion of existing products. Monitors the results of implemented initiatives. Negotiates and manages relationships with outside vendors, as appropriate.
* Assists with the administration of product portfolios to include reporting, monitoring and daily support.
* Works proactively with Product Managers and Sales Managers to assist in developing new products and to enhance and promote existing products. Monitors relationships with outside vendors, as appropriate, in partnership with Operations, IT, Marketing, Legal, Audit, Compliance and other Synovus Bank departments.
* May assist with the process of developing strategies aimed at encouraging new banking relationships or expanded relationships, where applicable.
* Interacts primarily with peers in other functional areas, normally involving exchanging of information or coordinating activities.
* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
* Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer supporting diversity in the workplace
Contact Center Rep
Remote or Louisville, KY Job
"Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!" Grade 4 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit *********************
POSITION PURPOSE AND OBJECTIVES:
The Contact Center Representative is responsible for providing outstanding service to all that contact Republic Bank, client, or non-client. This position will strive to provide accurate information to all inquiries while following departmental procedures and bank policies to achieve their individual performance goals.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS:
* Six months call center experience preferred.
* Previous banking experience preferred.
* Familiar with Microsoft Excel, Word, and Teams programs.
* Ability to navigate through multiple computer systems required.
* English/Spanish speaking and reading ability preferred.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
* Answer inbound calls in a timely, professional manner; make outbound calls as directed. Ensure client satisfaction by resolving client research in a prompt and timely manner.
* Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries when necessary.
* Provide account information and perform necessary research.
* Resolve basic client inquiries with a strong emphasis on cross-selling bank products and services.
* Protect client information by following department security guidelines and procedures.
* Transfer calls to appropriate Republic Associates and Departments when necessary.
* Review client accounts, and enthusiastically offer bank products that complement the client relationship. Required to meet all individual service standards.
* Consistently strive to provide one call resolution; escalate any issues/questions that arise to a supervisor.
* Follow department best practice standards for providing excellent service and selling bank products.
* Stay current on changes to products, procedures and policy of the bank and the department.
* Successfully complete necessary training and testing to advance servicing skills.
* Ensure adherence to scheduled shift start times and break times to optimize availability.
* Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
* Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
* Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
* Self-motivated and work well in a team environment.
* Requires a high energy level and strong sense of urgency.
* Excellent communication, customer service skills, telephone etiquette and grammar.
* Ability to work in a fast-paced environment and learn quickly.
* Exhibit good organizational and problem-solving skills.
* Possess the decision-making ability to offer a variety of solutions.
* Comfortable with emerging technologies.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
* Travel between Republic Banking facilities may be required.
* Separate workspace and internet connection for remote work.
* Flexible work schedule that will include some evenings, weekends, and overtime.
* Stay abreast of new developments, best practices, and statutory and regulatory changes.
The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
Financial Consultant
Remote or Gresham, OR Job
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Bilingual Virtual Banker (English & Spanish) - located in the Florida Market
Remote or Louisville, KY Job
"Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!" Grade 5 About Republic Bank Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit *********************
POSITION PURPOSE AND OBJECTIVES:
The Virtual Banker will provide a unique customer experience to all clients via video interaction. In this position, you will provide exceptional customer service, accurately perform a wide range of customer banking transactions, and educate customers on new technology through strong interpersonal communication skills. This position will follow established departmental policies and procedures and manage risk to protect our clients and the Bank.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS:
* One year of customer service required, bank teller experience preferred.
* Must be able to efficiently work simultaneously between two operating systems.
* Strong core technology skills, coupled with the ability to quickly learn and effectively use new technology.
* Fluent in Spanish (speak, read, write, comprehend, communicate) AND Fluent in English (speak, read, write, comprehend, communicate) required.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
* Greet all clients in a timely, professional manner.
* Effectively use bank resources, procedure manuals, and reference materials to independently service client inquiries.
* Process all Interactive Teller Machine (ITM) transactions through video interaction efficiently and accurately while providing quality customer service and building customer loyalty.
* Promote usage and explain new ITM technology and ATM functionality to ITM clients and Republic Bank Associates.
* Responsible for providing a variety of customer service functions via ITM. This will include conducting complex and high-risk transactions in a non-face-to-face environment, such as making hold decisions, completing address changes and check reorders, PIN resets, increasing check card limits, and reviewing and cashing checks within set limits.
* Responsible for balancing each day's transactions and verifying cash totals while meeting Republic's standard of performance.
* Staying up to date on bank products and services to resolve client inquiries and offer solutions that will complement the client relationship.
* Responsible for maintaining confidentiality of client account information.
* Maintain a high-level working knowledge of TellerNow and Network Manager systems.
* Responsible for following Republic Bank Security procedures.
* Ensure adherence to scheduled shift start times and break times to optimize availability.
* Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
* Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
* Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
* Requires a high energy level and strong sense of urgency.
* Self-motivated and able to work in a fast paced, team environment.
* Well organized and able to multi-task.
* Effective communication, decision-making and problem-solving skills to offer a variety of solutions for our clients.
* Comfortable always being on camera while servicing clients.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
* Travel between Republic Banking facilities may be required.
* Occasional out-of-town travel is required.
* Flexible work schedule that will include some evenings, weekends, and overtime.
* Stay abreast of new developments, best practices, and statutory and regulatory changes.
The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
Remote or Clearwater, FL Job
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor's degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Contact Center Rep
Remote or Louisville, KY Job
“Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a career, not just a job!“
Grade 4
About Republic Bank
Republic Bank's values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It's one of the reasons we've been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.
POSITION PURPOSE AND OBJECTIVES:
The Contact Center Representative is responsible for providing outstanding service to all that contact Republic Bank, client, or non-client. This position will strive to provide accurate information to all inquiries while following departmental procedures and bank policies to achieve their individual performance goals.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
MINIMUM QUALIFICATIONS:
• Six months call center experience preferred.
• Previous banking experience preferred.
• Familiar with Microsoft Excel, Word, and Teams programs.
• Ability to navigate through multiple computer systems required.
• English/Spanish speaking and reading ability preferred.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
• Answer inbound calls in a timely, professional manner; make outbound calls as directed. Ensure client satisfaction by resolving client research in a prompt and timely manner.
• Effectively use bank resources, procedure manuals and reference materials to independently service client inquiries when necessary.
• Provide account information and perform necessary research.
• Resolve basic client inquiries with a strong emphasis on cross-selling bank products and services.
• Protect client information by following department security guidelines and procedures.
• Transfer calls to appropriate Republic Associates and Departments when necessary.
• Review client accounts, and enthusiastically offer bank products that complement the client relationship. Required to meet all individual service standards.
• Consistently strive to provide one call resolution; escalate any issues/questions that arise to a supervisor.
• Follow department best practice standards for providing excellent service and selling bank products.
• Stay current on changes to products, procedures and policy of the bank and the department.
• Successfully complete necessary training and testing to advance servicing skills.
• Ensure adherence to scheduled shift start times and break times to optimize availability.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.
INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:
• Self-motivated and work well in a team environment.
• Requires a high energy level and strong sense of urgency.
• Excellent communication, customer service skills, telephone etiquette and grammar.
• Ability to work in a fast-paced environment and learn quickly.
• Exhibit good organizational and problem-solving skills.
• Possess the decision-making ability to offer a variety of solutions.
• Comfortable with emerging technologies.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.
OTHER REQUIREMENTS:
• Travel between Republic Banking facilities may be required.
• Separate workspace and internet connection for remote work.
• Flexible work schedule that will include some evenings, weekends, and overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.
**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.
Financial Consultant
Remote or Gresham, OR Job
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor's degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Investment Counselor (Financial Advisor Alternative)
Remote or Clearwater, FL Job
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Financial Counselor
Remote or Vancouver, WA Job
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
2+ years of instilling trust and building client relationship within the finance industry
Series 65 (we will help you obtain upon starting)
Bachelor's degree or equivalent work experience
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Financial Consultant
Remote or Dallas, TX Job
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor's degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
Remote or Saint Petersburg, FL Job
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor's degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER