Finance Representative Jobs in Arlington, TX

Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field. Headquartered in Tampa, Concurrent was founded in 2017 and currently supports over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement. Company Values We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product. Position Overview: We are seeking a dynamic and skilled Director of Centralized Wealth Advisory Services (Senior Financial Advisor) to join our team. CWAS is a centralized home office team of advisers that support Concurrent and their partner advisers. This role is crucial in providing financial planning to our clients and will offer the ability to receive leads from our growth programs. The ideal candidate should possess strong client relationship skills, a high level of integrity, problem solving skills, the ability to be agile and adaptive to each client's situation, and a strong understanding of technology platforms. Duties and Responsibilities: Provide financial planning to mass affluent & affluent clients: Interpret data from automated data gathering software and build financial plans from it. Build client relationships from initial onboarding through ongoing reviews Utilize our proprietary client experience to deliver concurrent dialogues as part of our planning process. Partner with field advisers to support their clients in the centralized planning efforts. Enhance the client experience: Collaborate closely with the Associates and Vice President of the CWAS team to understand current workflows and processes as well as build best practices. Leverage Concurrent's financial planning technologies to produce deliverables and enhance the client experience (i.e. MoneyGuide, AssetMap, Wealth.com, Practifi, Black Diamond, Fidelity, Schwab, Box, SmartX) Support as needed in the Corporate Solutions Program: Be able to immediately take on clients from our growth programs. Support the Centralized Wealth Advisory Services department with admin/back-office responsibilities and department build out: Onboarding new clients, transferring assets, servicing investment and insurance accounts, schedule meetings, maintaining organized file structure for all client and team files, assisting with project management, etc. Education and Experience: Preferred 5+ years of experience. Proven experience in client relations, financial planning or similar roles. Strong project management skills with a track record of successful project delivery. Ability to upsell products & solutions to existing client base If referred, ability to bring in new business Excellent interpersonal abilities and grit to collaborate with cross-functional teams. Familiarity with a wide range of technologies and ability to quickly learn and adapt to new tools. Exceptional problem-solving skills with the ability to analyze complex issues and develop effective solutions. Be a team player and understand what it takes to provide value to Concurrent and their clients. Desired Qualifications: Experience with MoneyGuide, Practifi or Salesforce. Hold series 65 and insurance license. CFP certification is a plus. Location / Schedule Preferred primary location: Dallas, TX; secondary location: Denver, CO Office hours are 8am-5pm Monday-Friday with the option to work from home on Fridays. Occasional evening/weekend hours may be requested. Job Type Full-time, Exempt $90,000-$110,000 per a year, dependent on experience, with semi-annual performance and production bonus opportunities Benefits 401(k) matching Equity participation Dental Insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance HSA Life insurance Paid time off Vision insurance

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals. Job Title: Associate Advisor Job Overview: Quotient Wealth Partners is looking for Associate Advisors to help grow our offices in Houston, San Antonio, and Denver. Headquartered in Dallas, TX, our mission is to assist with retirement planning for executives and senior management for Fortune 500 companies. We deliver high-quality, customized financial advice to our clients. This is an excellent role for an individual that has gained experience in the financial planning space, has acquired a CFP certificate or has made substantial progress toward completion, and is seeking to take on greater responsibilities. This role will work directly with the Senior Partner in the local office. The Associate Advisor will work closely with Quotient's Senior Partners, providing financial guidance to existing clients and developing new client relationships. Due to our growth, adaptability is key, and successful associates will take on increased client and business development responsibilities. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives. Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives. Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options. Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans. Sales and Business Development: Learn all aspects of Quotient's outreach to the corporate employee community. Work closely with the Senior Partner to engage with prospective clients. Actively seek new clients and business opportunities. Qualifications: 1- 5 years of experience in Financial Planning / Wealth Management Bachelor's degree Business or Sales Excellent communication and interpersonal skills Strong analytical and critical thinking skills Ability to work independently and as part of a team Proficient in eMoney or other financial planning program CFP or significant progress towards EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

About the job Becoming a financial advisor at Northwestern Mutual Mansfield is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, comprehensive financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) *** Additional income structure to support training and early development*** Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion5 Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Retire Guides was established to provide long-term, value-added financial counsel and investment management with exceptional service. Our services involve risk assessment and investment management, and retirement planning. We offer our clients a holistic experience in that we provide services such as tax planning and preparation, wills and trust, and wealth management. We do not provide customer service or handle financial transactions through social media. Securities are offered through Avantax Investment Servicesˢᴹ, Member FINRA, SIPC, and insurance services are offered through an affiliated insurance agency. Role Description This is a full-time on-site role for a Financial Services Professional at Retire Guides located in Colleyville, TX. The professional will be responsible for financial data inputs, running financial reports, maintaining strategic retirement plans for clients, communication, and providing office support for overall growth. Qualifications Skills in running Financial models Finance and Financial Services knowledge Strong communication skills Experience in the financial services industry Excellent analytical and problem-solving abilities Securities licensed either 6,63,65,66, and/or 7 Microsoft suites with focuses on excel Marketing support and Creation

Selby Jennings currently represents a highly reputable global Asset Management firm. This position would be on a new business unit within the larger platform that focuses on secondary transactions, and is a great opportunity for candidates with an entrepreneurial mindset as you will be on a lean deal team, gain a ton of exposure, and help continue to grow the team. Responsibilities include: Support the investment process from start to finish Conduct detailed due diligence, and quantitative analysis to support investment underwriting Managing the investment portfolio, including quarterly and annual reporting Qualifications: 2+ years of transaction-oriented experience from an investment bank or buy-side firm Experience in NAV lending or GP/LP led secondaries preferred but not required Undergraduate degree and in good academic standing Extensive financial modeling skills (three statement models, LBO, etc) Written and communication skills Living in Dallas or willing to relocate to Dallas

"Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support - Data Analytics - Quality Assurance - Investment Operations - Project Management Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year." PandoLogic. Category:General, Location:Dallas, TX-75201

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals. As a Financial Advisor, you'll have the opportunity to: • Build lasting relationships with clients and guide them through critical financial decisions. • Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth. • Unlock unlimited career and income potential with a clear path for advancement. • Enjoy a flexible work schedule while making a positive impact. • Company sponsored licensing and continued professional development. Is this the career move for you? If you're ambitious, coachable, and driven by a desire to help others, we want to connect. No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed. Take control of your future while making a meaningful difference in the lives of individuals who value financial stability.

Financial Advisor - Retire Simply (Fort Worth, TX) At Retire Simply, we believe that everyone deserves a written financial plan tailored to their unique needs and goals. With a proprietary and comprehensive planning process, we specialize in helping people retire confidently and navigate their financial futures. We're growing fast because of our industry-leading marketing operation, and we're looking for a Financial Advisor to join our team and make a lasting impact. Compensation: $80,000 - 120,000 Base + Commissions (%) Here's what makes this role stand out: No Prospecting Required: Focus on what you love-helping people with financial planning. We handle the marketing. Growth & Development: We invest in your success. You'll learn our proven processes and have the tools to continuously improve. What You'll Do: As a Financial Advisor, you'll be the trusted guide for clients navigating retirement planning, investment strategies, and comprehensive financial planning. Here's what your role looks like: Lead Financial Planning Meetings: Work with prospects to understand their goals and create tailored plans. Build Long-Term Relationships: Become a trusted partner for clients in their financial journey. Use Proven Tools: Implement solutions like fee-based investments, fixed-indexed annuities, and life insurance to create holistic plans. Master Our Process: Follow our step-by-step system to ensure consistency, efficiency, and results. Help People: Above all, make a tangible difference in the lives of your clients. Must-Haves: Active Life and Health Insurance License and Series 65 or 66 License. Strong sales and closing skills with proven results. Exceptional communication skills and the ability to connect with clients aged 50-75. A coachable mindset and eagerness to learn and grow. Previous experience meeting with clients in a financial or retirement planning capacity is strongly preferred. Ready to Apply? Don't let this opportunity slip by. Join Retire Simply, where your career can reach new heights, and your impact can change lives. This role is based in Fort Worth, TX, and does not accept remote applicants. Retire Simply is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our client is seeking a talented and motivated Banking & Finance Associate (Class of 2019 - 2021) to join their esteemed team in Dallas. Their Banking & Finance practice is globally recognized for its market-leading expertise, providing comprehensive legal solutions across leveraged finance, institutional finance, private equity finance, and investment-grade finance. Responsibilities: Advise corporate borrowers, private equity sponsors, and financial institutions on a wide range of financing transactions. Work on complex leveraged acquisition and recapitalization transactions, investment-grade lending, and syndicated lending. Assist in structuring and negotiating cash flow lending, asset-based lending, loan restructurings, and debtor-in-possession financings. Collaborate with our global M&A, Private Equity, and Restructuring teams to provide integrated solutions to clients. Conduct due diligence, draft documentation, and support deal execution across various finance structures. Qualifications: J.D. from a top-tier law school with strong academic credentials. Admission to the Texas Bar or eligibility to waive in. 3-5 years of experience at a major law firm working on sophisticated finance transactions. Strong analytical, drafting, and negotiation skills with the ability to manage multiple transactions. Experience representing lenders, borrowers, and private equity sponsors in financing matters. Ability to work collaboratively in a fast-paced, high-stakes environment. Benefits: Competitive compensation and performance-based bonus structure. Comprehensive health, dental, and vision insurance. 401(k) retirement plan with firm contributions. Professional development and mentorship opportunities. A collaborative and inclusive firm culture that values diversity and innovation. The opportunity to work on some of the most significant deals in the market with top-tier clients and colleagues. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.

Essential Function The Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales, margin, and inventory efficiency. Responsible for multiple categories within the company. “At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” Primary Duties Planning and forecasting the future sales, inventory, and profits to meet budgetary requirements at the category level. Determine the supporting inventory levels and open to buy. Support the merchandise planning teams and leaders with strong understanding of the budget cycle of spend and reduce risk by striking a balance between hitting financial goals and meeting merchandise strategy goals. Work strategically with merchandising, supply chain, and finance to translate vendor commitments, supply chain capacity, store and WH inventory levels, into plans that achieve the sales expectation. Translate long range corporate plans and high-level approach to setting and sales, margin, and inventory as it relates to merchandise financial strategy into category/department financial strategy. Knowledge, Skills and Abilities College degree (BA or BS) preferred 5+ years' experience in merchandising planning, analytics planning, or finance, with experience in managing a budget for sales, margin, and inventory Retail or consumer goods industry experience preferred Advanced Excel skills, experience working with large datasets and scenario modeling Excellent analytical skillset with attention to detail Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines Able to prepare and present category forecasts and financial findings to business partners, communicating market dynamics, retail trends, and the impact to category strategy Competencies / Attributes Ability to plan, forecast, and make informed decisions based on financial data and analysis Excellent communication skills, verbal and written Exceptional math ability Drives cross functional partnerships with merchandise and planning & allocation teams #LI-hybrid Working Conditions /Physical Requirements The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items such as papers, files, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work. The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated. We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life Insurance, paid vacation and sick days, paid holidays, tuition reimbursement and 401(k) with company match. In addition, associates of SBH may take advantage of our in house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount!

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30 am to 5:30 pm Monday - Friday; 8:30 am to 12:30 pm Saturday; Working hours will be scheduled during the timeframe listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers. The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics. Ensures PFS departmental quality and productivity standards are met. Collects and provides patient and payor information to facilitate account resolution. Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission. Responds to all types of account inquires through written, verbal, or electronic correspondence. Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle. Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. Meets or exceeds customer expectations and requirements, and gains customer trust and respect. Compliant with all CHRISTUS Health, payer, and government regulations. Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines. Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures. Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. Professional and effective written and verbal communication required. Billing Review and work on claim edits. Works payor rejected claims for resubmission. Works reports and billing requests. Demonstrates strong knowledge of standard bill forms and filing requirements. Exhibits and understanding of electronic claims editing and submission capabilities. Correct claims in RTP status in the designated claim system per Medicare guidelines. Maintains an active knowledge of all governmental agency requirements and updates. Collections Collect balances due from payors ensuring proper reimbursement for all services. Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround. Maintain an active knowledge of all governmental agency requirements and updates. Works collector queue daily utilizing appropriate collection system and reports. Demonstrates knowledge of standard bill forms and filing requirements. Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines. Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines. Identify and communicate trends impacting account resolution. Corrects claims in RTP status in the designated claim system per Medicare guidelines. Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed. Working knowledge of the CMS 838 credit balance report. Vendor Coordinator Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. Manages account transfers between CHRISTUS Health and the various contracted vendors. Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party. Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems. Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics. Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor. Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems. Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate. Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships. Performs account reconciliation between CHRISTUS Health system and vendor system. Job Requirements: Education/Skills HS Diploma or equivalent years of experience required. Post HS education preferred. Experience 1-3 years of experience preferred. Experience working within a multi-facility hospital business office environment preferred. College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience. Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred. Experience with Medicare & Medicaid billing processes and regulations preferred. Understanding of Medicare language. Knowledge in locating and referencing CMS and/or Medicare Regulations preferred. Licenses, Registrations, or Certifications None required. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at **************.

Job DescriptionUnder immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor's direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Approval limits will be based upon level of authority * Perform other tasks requested by supervisors as they relate to the bank and its functions Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Operate a computer and other office machinery * Ability to lift up to 25 lbs FCBI is an equal opportunity employer.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. This is primarily a performance/sales-based position with the following additional benefits and perks: Additional bonuses and incentives. Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips. Modern Woodmen is an equal opportunity employer.

As business owners, Financial Representatives at Northwestern Mutual- Fort Worth help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits · Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) · Additional income structure to support training and early development · Renewal income earned for continued client support and policy management · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more · NM-Funded Retirement Package and Pension Plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Fortune 500 company (2023) · Forbes' Best Employers for Diversity (2018-2021) · Top 10 US Independent Broker-Dealers 2 · #1 Amongst Life Insurers Most Admired Companies 3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The position works in a cooperative team environment to provide value to internal and external customers. The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship. Responsibilities: • Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. • Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics. • Ensures PFS departmental quality and productivity standards are met. • Collects and provides patient and payor information to facilitate account resolution. • Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission. • Responds to all types of account inquires through written, verbal, or electronic correspondence. • Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle. • Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. • Meets or exceeds customer expectations and requirements, and gains customer trust and respect. • Compliant with all CHRISTUS Health, payer, and government regulations. • Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines. • Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures. • Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. • Professional and effective written and verbal communication required. Billing • Review and work on claim edits. • Works payor rejected claims for resubmission. • Works reports and billing requests. • Demonstrates strong knowledge of standard bill forms and filing requirements. • Exhibits and understanding of electronic claims editing and submission capabilities. • Correct claims in RTP status in the designated claim system per Medicare guidelines. • Maintains an active knowledge of all governmental agency requirements and updates. Collections • Collect balances due from payors ensuring proper reimbursement for all services. • Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround. • Maintain an active knowledge of all governmental agency requirements and updates. • Works collector queue daily utilizing appropriate collection system and reports. • Demonstrates knowledge of standard bill forms and filing requirements. • Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines. • Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines. • Identify and communicate trends impacting account resolution. • Corrects claims in RTP status in the designated claim system per Medicare guidelines. • Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed. • Working knowledge of the CMS 838 credit balance report. Vendor Coordinator • Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. • Manages account transfers between CHRISTUS Health and the various contracted vendors. • Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party. • Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems. • Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics. • Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor. • Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems. • Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate. • Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships. • Performs account reconciliation between CHRISTUS Health system and vendor system. Requirements: HS Diploma or equivalent years of experience required. Post HS education preferred. 1-3 years of experience preferred. Experience working within a multi-facility hospital business office environment preferred. College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience. Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred. Experience with Medicare & Medicaid billing processes and regulations preferred. Understanding of Medicare language. Knowledge in locating and referencing CMS and/or Medicare Regulations preferred. Work Schedule: TBD Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at **************.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am-5:30pm Monday-Friday; 8:30am-12:30pm Saturday. Work hours will be scheduled during the hours listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members' livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members' financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. This is primarily a performance/sales-based position with the following additional benefits and perks: Additional bonuses and incentives. Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips. Modern Woodmen is an equal opportunity employer.