advisor i

Centra Credit Union

<div><h4 class="jobSectionHeader"><b>Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members&rsquo; financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.</b></h4>
<p>
Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Advisor I at our branch in North Vernon, IN. The Relationship Advisor is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value. A Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions. This position will perform Member account transactions to fulfill periodic need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure.</p>
<p>
The position has a Learning Path to develop and grow their skills while transitioning from a Relationship Advisor I through Relationship Advisor III role. Team Members can reside in a Relationship Advisor III role or continue to pursue further development in Retail Operations or another career path.</p>
<p>
The minimum starting wage for this opportunity is $23.70 per hour.</p>
<p>
Spanish/English interpreters may be eligible for an interpreting differential.</p>
<p>
ESSENTIAL FUNCTIONS:<b><i> This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.
</i></b></p><ul><li>Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending.</li>
<li>Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions.</li>
<li>Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement.</li>
<li>Engages in required Learning Path for continued development and growth and obtains Centra certification.</li>
</ul>
<p>EDUCATION &amp; EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION &amp; EXPERIENCE WILL BE CONSIDERED):</p>
<ul>
<li>High School Diploma or General Education Diploma (GED)</li>
<li>A minimum of one year up to three years of similar or related experience, including preparatory experience.</li>
</ul><h5 class="jobSectionHeader"><b>Centra Credit Union is an Equal Opportunity Employer.</b></h5></div>

Relationship Advisor I

University of Texas at Arlington

<div><div><div><div><div>Position Information
</div><p></p><div><div><div><div><b>Posting Number</b></div> <div>S06586P</div>
</div><br>
<div><div><b>Position Title</b></div> <div>Academic Advisor I</div>
</div><br>
<div><div><b>Department</b></div> <div>First Year Advising</div>
</div><br>
<div><div><b>Location</b></div> <div>Arlington</div>
</div><br>
<div><div><b>Position Status</b></div> <div>Full-time</div>
</div><br>
<div><div><b>Work Schedule</b></div>
<div><div>Monday &ndash; Friday; 8:00am &ndash; 5:00pm</div><ul>
<li>Ability to travel to different campus locations.</li>
<li>May include remote and virtual academic advising work outside an office.</li>
</ul></div>
</div><br>
<div><div><b>Salary</b></div> <div>Salary is commensurate based on qualifications and relevant experience up to $43,000</div>
</div><br>
<div><div><b>Pay Basis</b></div> <div>Monthly</div>
</div><br>
<div><div><b>Job Summary</b></div>
<div>The Academic Advisor I delivers individual and group academic advisement to current students and prospective students new to UT Arlington. Provide professional advisement through an assigned student caseload offering guidance and information to supplement and enhance the academic experience, student retention and completion.</div>
</div><br>
<div><div><b>Essential Duties and Responsibilities</b></div>
<ul><li>Conduct academic advising for current and prospective students utilizing multiple modalities such as in-person, virtual, phone, and email.</li>
<li>Provide guidance on academic topics such as degree requirements, relevant course selection, and provide students with assistance in setting and achieving educational and career goals.</li>
<li>Help students make informed academic decisions teaching them how to track their own academic progress, locate and interpret appropriate policies, and to utilize the tools and resources available.</li>
<li>Monitor the academic progress of a student caseload. This includes proactive outreach to provide students with just-in-time assistance.</li>
<li>Conduct verification of degree progress, removal of holds, and approval of various forms to ensure timely student progression, etc. Analyze and interpret student data, transcripts, and placement results.</li>
<li>Enter advising notes into MyMav following best practices for documenting student appointments/contacts.</li>
<li>Maintain a clear understanding of all applicable federal, state, and University policies and procedures.</li>
<li>Keep abreast of relevant academic programs and support services such as counseling and tutoring within a College and University and provide appropriate referrals to students.</li>
<li>Participate in campus events (such as New Maverick Orientation), advising meetings, professional conferences, and individual professional development.</li>
<li>Performs other duties as assigned.</li>
</ul>
</div><br>
<div><div><b>Minimum Qualifications</b></div>
<div><ul><li>Bachelor&rsquo;s degree in a related field.</li></ul></div><br>
<p></p>
</div><br>
<div><div><b>Preferred Qualifications</b></div>
<ul><li>Master&rsquo;s degree in related field.</li>
<li>One (1) year of experience working with college students or adolescents in an advising capacity or the equivalent experience.</li>
</ul>
</div><br>
<div><div><b>Knowledge, Skills and Abilities</b></div>
<ul><li>Federal, state, and local policies and procedures governing academic advising functions; and resources provided by academic advising associations such as NACADA and TEXAAN. A working knowledge and ability to use the University Catalog is essential.</li>
<li>Written and verbal interpersonal communication; organizing information; problem solving; adhering to deadlines and time management; taking initiative; outreach; and navigating student information systems.</li>
<li>Work professionally, collaboratively, and independently; and proficiently use Microsoft Office Programs such as Word, Excel, PowerPoint, Teams, SharePoint.</li>
</ul>
</div><br>
<div><div><b>Other Requirements
</b></div></div><br>
<div></div><div><div><b>Workplace and Eligibility Conditions</b></div>
</div><br>
<div></div><div><div><b>Benefits Eligible</b></div> <div>Yes</div>
</div><br>
<div><div><b>Benefits at UTA</b></div>
<div>We are proud to offer a comprehensive benefits package to all our employees at the University.<br>
<b>https://www.uta.edu/hr/employee-benefits</b><br>
<br>
To help you understand the full value of these benefits, we have created a tool that calculates the total worth of your compensation package. This tool takes into account all of the benefits that you are eligible for, including health insurance, retirement plans, and paid time off. To access this tool and learn more about the total value of your benefits, please click on the following link:<br>
<b>https://resources.uta.edu/hr/services/records/compensation-tools.php</b>
</div>
</div><br>
<div><div><b>CBC Requirement</b></div>
<div><div>It is the policy of The University of Texas at Arlington to conduct a criminal background check on any applicant who is under final consideration for employment with the University.</div><div></div><div><br>
This position may have access to critical infrastructure as defined by Section 113.001(2) of the Texas Business and Commerce Code. If so, to be hired for and continue to be employed in this position you must maintain the security or integrity of the infrastructure as set forth in Texas Executive Order GA-48. By assuming this position, and <b><i>if you have access to critical infrastructure</i></b>, you authorize the University to conduct routine background checks.</div></div>
</div><br>
<div><div><b>EEO Statement</b></div>
<div>It is the policy of The University of Texas at Arlington (UTA or The University) to provide an educational and working environment that provides equal opportunity to all members of the University community. In accordance with federal and state law, the University prohibits unlawful discrimination, including harassment, on the basis of race, color, national origin, religion, age, sex, sexual orientation, pregnancy, disability, genetic information, and/or veteran status. The University also prohibits discrimination on the basis of gender identity, and gender expression. Retaliation against persons who oppose a discriminatory practice, file a charge of discrimination, or testify for, assist in, or participate in an investigative proceeding relating to discrimination is prohibited. Constitutionally-protected expression will not be considered discrimination or harassment under this policy. It is the responsibility of all departments, employees, and students to ensure the University&rsquo;s compliance with this policy.</div>
</div><br>
<div><div><b>University Information</b></div>
<div>The University of Texas at Arlington (UTA) is located in the heart of the Dallas-Fort Worth-Arlington metroplex, a vibrant and diverse metropolitan area that is home to over 7 million people, one of the fastest-growing tech economies in the United States, and a wide array of arts, entertainment, and cultural activities. As a comprehensive teaching, research, and public service institution, UTA is dedicated to the advancement of knowledge through scholarship and creative work. With an enrollment of more than 42,000 students, UTA is the second largest in the University of Texas System. As a result of its combination of rigorous academics and innovative research, UTA is designated as a Carnegie R-1 &ldquo;Very High Research Activity&rdquo; institution and nationally recognized for its commitment to student success and service. It ranks No. 5 in Military Times&rsquo; &ldquo;Best for Vets: Colleges&rdquo; and is the top university in North Texas for its graduates&rsquo; salaries (The Wall Street Journal). UTA is designated as both a Hispanic-Serving Institution and an Asian American and Native American Pacific Islander-Serving Institution and is No. 6 for undergraduate ethnic diversity in the United States (U.S. News &amp; World Report, 2023). With a global alumni network of approximately 280,000 &ndash; including leaders at many of the 24 Fortune 500 companies headquartered in North Texas &ndash; UTA contributes an estimated $29 billion annually to the Texas economy.<br>
<br>
UTA is expanding its regional footprint by building a regional campus, called UTA West, in Parker County on the far west side of Fort Worth. It is scheduled to open in fall 2028. This initiative aligns with the university&rsquo;s strategic growth and commitment to serving the broader community. Furthermore, UTA has launched the RISE 100 initiative, aiming to recruit 100 new tenure-system faculty to strengthen its research enterprise and leadership in key academic areas. Learn more at <b>https://www.uta.edu/administration/president/strategic-plan/rise100</b>.<br>
<br>
This is an exciting time to join UTA and contribute to its bold vision for the future.</div>
</div><br>
<div><div><b>ADA Accommodations</b></div>
<div>The University of Texas at Arlington is committed to providing reasonable accommodation to individuals with disabilities. If you require reasonable accommodation in completing this application, interviewing or otherwise participating in the employee selection process, please direct your inquiries to 817-272-5554 or email <b>ADADocs@uta.edu</b>.</div>
</div><br>
</div></div></div><div><div>Posting Detail Information
</div><p></p><div><div><div><div><b>Number of Vacancies</b></div> <div>1</div>
</div><br>
<div><div><b>Open Until Filled</b></div>
</div><br>
<div></div><div><div><b>Minimum Number of References Required</b></div> <div>3</div>
</div><br>
<div><div><b>Maximum Number of References Accepted</b></div> <div>3</div>
</div><br>
<div><div><b>Special Instructions to Applicants</b></div>
<div>Applicants must include in their online resume the following information: 1) Employment history: name of company, period employed (from month/year to month/year), job title, summary of job duties and 2) Education: school name, degree type, and major.</div>
</div><br>
</div></div></div></div></div><h2 class="jobSectionHeader"><b>Requirement Questions</b></h2>
<div><p>Required fields are indicated with an asterisk (*).</p>
<div>
<ul><li>* What is the highest level of education attained?
<ul><li>GED</li>
<li>High School Diploma</li>
<li>Associate's Degree</li>
<li>Bachelor's Degree</li>
<li>Master's Degree</li>
<li>PhD or equivalent
</li></ul></li></ul><ul><li>* How many years of experience do you have in academic advising?
<ul><li>None/less than 1 year</li>
<li>1 to 3 years</li>
<li>4 to 6 years</li>
<li>7 years or more</li>
</ul></li></ul><ul><li>* How many years of experience do you have working in higher education?
<ul><li>None/less than 1 year</li>
<li>2 to 3 years</li>
<li>4 to 5 years</li>
<li>6 years or more</li>
</ul></li></ul></div></div><h2 class="jobSectionHeader"><b>Documents Needed To Apply</b></h2>
<div><b>Required Documents</b>
<div><ul><li>Resume or CV</li></ul>
<ul><li>Cover/Interest Letter</li></ul>
</div><b>Optional Documents</b></div></div><p></p>

Academic Advisor I

Texas Health and Human Services Commission

<div></div><div><div><div><div><div>Date: Mar 11, 2026
</div></div></div></div><div><div><div><div>Location:
NACOGDOCHES, TX
</div></div></div></div><div><div><div><div><p>Join the Texas Health and Human Services Commission (HHSC) and be part of a team committed to creating a positive impact in the lives of fellow Texans. At HHSC, your contributions matter, and we support you at each stage of your life and work journey. Our comprehensive benefits package includes 100% paid employee health insurance for full-time eligible employees, a defined benefit pension plan, generous time off benefits, numerous opportunities for career advancement and more. Explore more details on the Benefits of Working at HHS webpage.</p><br>
<p></p>
<p><b>
Functional Title: </b>Eligibility Advisor I - Temporary<br>
<b>Job Title: </b>Eligibility Advisor I<br>
<b>Agency: </b>Health &amp; Human Services Comm<br>
<b>Department: </b>TW Reg 05 EOAPD<br>
<b>Posting Number: </b>14787<br>
<b>Closing Date: </b>03/25/2026<br>
<b>Posting Audience: </b>Internal and External<br>
<b>Occupational Category: </b>Community and Social Services<br>
<b>Salary Range: </b>$2,953.25<b> </b>- $4,365.66<br>
<b>Pay Frequency: </b>Monthly<br>
<b>Salary Group: </b>TEXAS-B-13<br>
<b>Shift: </b>Day<br>
<b>Additional Shift:</b><br>
<b>Telework: </b>Eligible for Telework<br>
<b>Travel: </b>Up to 10%<br>
<b>Regular/Temporary: </b>Temporary<br>
<b>Full Time/Part Time: </b>Full time<br>
<b>FLSA Exempt/Non-Exempt:</b> Nonexempt<br>
<b>Facility Location:</b>
<br>
<b>Job Location City:</b> NACOGDOCHES<br>
<b>Job Location Address:</b> 2614 NW STALLINGS DR<br>
<b>Other Locations:</b>
<br>
<b>MOS Codes:</b> No military equivalent</p><p><b><br>
Brief Job Description:</b></p><br>
<p></p>
<p>
This is a temporary position that is expected to end on 08/31/2027. Temporary employees may be eligible to transfer to a regular status vacant position, contingent upon regular status position availability, tenure, and job performance.</p><br>
<p></p>
<p>
Are you a highly motivated, compassionate and dedicated individual looking for a rewarding career assisting the most vulnerable citizens of Texas in need of food, medical care, cash assistance and other social services?</p><br>
<p></p>
<p>
If so, the Texas Health and Human Services Commission (HHSC) Access and Eligibility Services (AES) division is looking for individuals who want to join an exciting, dynamic team working in a high-performing and innovative environment. AES provides an integrated and streamlined approach to connect individuals to services and supports that: reduce institutionalization, allow individuals to remain in their communities, and promote economic and personal self-sufficiency. AES is built upon its&rsquo; core values of respect, ownership, collaboration, and integrity with a goal of delivering best-in-class customer service to clients and stakeholders.</p><br>
<p>
</p><p>Our staff are well organized, able to multi-task, possess the ability to learn policy regulations, able to thrive in a challenging, fast-paced, and evolving environment, have good communication skills, a positive attitude, strong work-ethic and a desire to help others. If you also possess these skills, then we are looking for you.</p>
<p><b>
We want you to join our team!</b></p><br>
<p></p>
<p>
The Eligibility Advisor I position consists of three job classifications; Eligibility Advisor, Medical Eligibility Specialist, and Hospital Based Worker that establish eligibility for different financial and medical programs. These include the Supplemental Nutrition Assistance Program (SNAP), Temporary Assistance for Needy Families (TANF), Medicaid for the Elderly and People with Disabilities (MEPD) and Medicaid.</p><br>
<p></p>
<p><b>
Essential Job Functions (EJFs):</b></p><br>
<p></p>
<p>
As an Eligibility Advisor I, you will receive paid, formal, training to perform the following essential job functions:</p>
<ul>
<li>Interview applicants and recipients in person or by inbound or outbound telephone calls to obtain pertinent financial and personal information to determine financial eligibility for public assistance programs.</li>
<li>Evaluate data from various electronic and other sources to enter information into a computer-based eligibility system.</li>
<li>Compute and authorize benefits based on eligibility determination.
</li><li>Process work in accordance with state and federal regulations and established procedures, guidelines, and timeframes.</li>
<li>Perform other duties, as assigned.
</li></ul><p>Must be able to work overtime, as required by management, outside of normal hours of operation, which may include weekends when called upon.
</p><p>Must be able to work in a highly stressful and fast-paced environment under constant pressure to meet required deadlines.</p><br>
<p></p>
<p><b>
Knowledge, Skills and Abilities (KSAs):</b></p><br>
<p></p>
<p>
In addition to the above listed functions, the following knowledge, skills, and abilities are needed:</p>
<ul>
<li>Use fact-finding techniques to obtain, relate and evaluate information provided by applicants.</li>
<li>Read, understand, apply, and explain detailed regulations and policies.
</li><li>Perform basic arithmetic functions.</li>
<li>Manage time efficiently by establishing priorities in accordance with importance of deadlines.</li>
<li>Establish and maintain effective work relationships with others.
</li><li>Ability to communicate effectively both verbally and in writing.
</li><li>Follow written and oral directions and instructions.
</li><li>Operate computers to perform data entry and basic office software use such as Microsoft Word, Outlook, and Excel.</li>
</ul>
<p>General knowledge and proficiency with computers and related technologies, such as software, hardware, operating systems, and typing skills.
</p><p>Using Microsoft Teams and potentially soft phone technology is part of the everyday job expectations.</p><br>
<p>
</p><p><b>Registrations, Licensure Requirements or Certifications:</b></p><br>
<p></p>
<p>
N/A</p><br>
<p></p>
<p><b>
Initial Screening Criteria:</b></p><br>
<p></p>
<p>
Applicants must meet the following education and experience requirements:</p><br>
<p></p>
<p>
Education:
</p><p>High School Diploma or GED equivalent is required.
</p><p>Sixty (60) semester or ninety (90) quarter hours from an accredited college or university is preferred.</p><br>
<p>
</p><p>Experience:
</p><p>One (1) year of customer service experience with public contact which can include retail, call center, clerical, hospitality, banking, receptionist, or similar customer service experience.
</p><p>Thirty (30) semester or forty-five (45) quarter hours from an accredited college or university may be substituted for one (1) year of required experience.</p><br>
<p></p>
<p>
Experience in an environment interviewing clients and gathering personal information in-person or over the phone is preferred.</p><br>
<p></p>
<p><b>
Additional Information:</b></p><br>
<p></p>
<p>
Upon hire, the selected candidate will be required to sign a Temporary Employment Agreement. Temporary employees may be eligible to transfer to a regular status vacant position, contingent upon regular status position availability, tenure, and job performance.</p><br>
<p></p>
<p>
This posting may be used to fill positions in other locations within the region, as vacancies occur.</p><br>
<p></p>
<p>
Access and Eligibility Services Field Office normal hours of operation are Monday-Friday 8:00am to 5:00pm. Employees may be required to work overtime, as required by management, outside of normal hours of operation, which may include weekends.</p><br>
<p>
</p><p>Applicants selected for hire will be required to pass a fingerprint criminal history background check.</p><br>
<p></p>
<p>
Applicants may not have a history of substantiated fraudulent activity against HHSC or any program it administers. Applicants who have a non-fraud overpayment with an outstanding balance must agree to repay the overpayment balance as a condition of employment.</p><p></p><p><br>
Review our Tips for Success when applying for jobs at DFPS, DSHS and HHSC.</p><br>
<p></p>
<p><b>
Active Duty, Military, Reservists, Guardsmen, and Veterans</b>:</p>
<p>
Military occupation(s) that relate to the initial selection criteria and registration or licensure requirements for this position may include, but not limited to those listed in this posting. All active-duty military, reservists, guardsmen, and veterans are encouraged to apply if qualified to fill this position. For more information please see the Texas State Auditor&rsquo;s Job Descriptions, Military Crosswalk and Military Crosswalk Guide at Texas State Auditor's Office - Job Descriptions.</p><br>
<p></p>
<p><b>
ADA Accommodations:</b></p>
<p>
In compliance with the Americans with Disabilities Act (ADA), HHSC and DSHS agencies will provide reasonable accommodation during the hiring and selection process for qualified individuals with a disability. If you need assistance completing the on-line application, contact the HHS Employee Service Center at 1-888-894-4747. If you are contacted for an interview and need accommodation to participate in the interview process, please notify the person scheduling the interview.</p><br>
<p></p>
<p><b>
Pre-Employment Checks and Work Eligibility:</b></p>
<p>
Depending on the program area and position requirements, applicants selected for hire may be required to pass background and other due diligence checks.</p><br>
<p></p>
<p>
HHSC uses E-Verify. You must bring your I-9 documentation with you on your first day of work. Download the I-9 Form</p>
<p><b>
Telework Disclaimer:</b></p>
<p>
This position may be eligible for telework. Please note, all HHS positions are subject to state and agency telework policies in addition to the discretion of the direct supervisor and business needs.</p></div></div></div></div></div><p></p>

Eligibility Advisor I - Temporary

Navigant Credit Union

<div><p><b>Your Role as a Member Relationship Advisor I</b></p><p>
As a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas:
</p><ul><li><b>Delivering Outstanding Service: </b>Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes.</li><li><b>
Cross-Selling Products:</b> Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services.</li><li><b>
Loan Processing &amp; Member Support: </b>Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps.</li><li><b>
Problem-Solving &amp; Advocacy:</b> Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act.</li><li><b>
Team Collaboration: </b>Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships.</li><li><b>
Sales &amp; Community Engagement: </b>Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals.</li></ul><p><b><br>
What We're Looking For</b></p><p><b>
Education</b></p><ul><li>
High school diploma or GED required.</li></ul><p><b><br>
Qualifications</b></p><ul><li><b>
Tech-Savvy:</b> Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.</li><li><b>
Communication:</b> Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being.</li><li><b>
Organizational Skills:</b> Ability to multitask and be detail-oriented in a fast-paced environment.</li><li><b>
Team-Oriented:</b> Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit union's footprint based on business needs.</li></ul><p><b>
Preferred Skills</b></p><ul><li><b>
Sales Skills:</b> Ability to recommend products and services based on member needs.</li><li><b>
Banking Experience</b>: 2 years in member service and/or teller area of a credit union or other financial institution.</li><li><b>
Loan Processing: </b>Understanding of loan origination, underwriting, and documentation.</li></ul><p><b><br>
Why You'll Love Working at Navigant Credit Union</b></p><p>
Joining Navigant Credit Union means becoming part of a team that cares about your career success and well-being. As a Member Relationship Advisor I, not only will you make a direct impact on our members' financial journey, but will also receive:</p><ul><li><b>
Competitive Salary + Incentives:</b> Earn a competitive salary with performance-based incentives.</li><li><b>
Comprehensive Benefits:</b> Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.</li><li><b>
Career Growth:</b> Ongoing training and professional development opportunities to grow your career</li><li><b>
Work-Life Balance</b>: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy</li></ul><p>
Navigant Credit Union is an Equal Opportunity Employer</p><p>
We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply.<br>
</p><br>
<p><b>About</b></p><p>
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.</p><p>
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named &quot;Rhode Island's Best Place to Work&quot; year-after-year by the <i>Providence Business News</i>.</p><p>
Our Core Values of &quot;Leadership, Unity, Caring, and Integrity&quot; are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.</p><p>
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.</p><p>
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!</p></div>

Member Relationship Advisor I

iTHINK Financial

<div><div><b>Primary Function</b>: Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and Credit Union policies and procedures.</div><br>
<div></div>
<div><b>
Job Duties and Responsibilities:</b></div>
<ul><li>
Process accurate and timely account transactions and maintenance.</li><li>
Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.</li><li>
Accurately open member and business accounts.</li><li>
Originate consumer loan applications and collect the necessary paperwork for loan department processing.</li><li>
Provide back up to teller function, as needed.</li><li>
Solve problems based on the job&rsquo;s required skill level and multitask to complete daily work and other duties as assigned.</li><li>
Take initiative to expand your knowledge and take on additional responsibilities.</li></ul><br>
<div></div>
<div><b>
Education and Experience</b>: Job requires a high school education level of language, math and reasoning skills and two years&rsquo; experience, or an equivalent combination of education and/or work experience. Higher level education and/or experience may result in advanced level placement. Training should focus on our policies, procedures, computer systems and knowledge in our products and services. Training should be supplemented with continuing education.</div><br>
<div></div>
<div><b>
Work Environment/Physical Activities:</b> Ability to work in fast-paced environment. Ability to handle multiple tasks simultaneously. Work creates normal fatigue daily. Work creates moderate stress during certain periods during daily routine. Job does not have specific volume and pace of work standards except that the job requires that members be served in the timeliest manner possible. Job requires extensive member contact on a continual basis.</div></div>

Member Service Advisor I

<div><div><b>***Bilingual in English and Spanish strongly preferred***</b></div>
<div><b>
Primary Function</b>: Welcome members to the Credit Union, and deliver excellent service by identifying member needs and financial solutions. Process consumer loan applications, make loan decisions, process transactions, and account changes according to member requests and Credit Union policies and procedures.</div><br>
<div></div>
<div><b>
Job Duties and Responsibilities:</b></div>
<ul><li>
Process accurate and timely account transactions and maintenance.</li><li>
Provide members with the features and benefits of our current products and services in order to find solutions for their financial needs.</li><li>
Accurately open member and business accounts.</li><li>
Originate consumer loan applications and collect the necessary paperwork for loan department processing.</li><li>
Provide back up to teller function, as needed.</li><li>
Solve problems based on the job&rsquo;s required skill level and multitask to complete daily work and other duties as assigned.</li><li>
Take initiative to expand your knowledge and take on additional responsibilities.</li></ul><br>
<div></div>
<div><b>
Education and Experience</b>: Job requires a high school education level of language, math and reasoning skills and two years&rsquo; experience, or an equivalent combination of education and/or work experience. Higher level education and/or experience may result in advanced level placement. Training should focus on our policies, procedures, computer systems and knowledge in our products and services. Training should be supplemented with continuing education.</div><br>
<div></div>
<div><b>
Work Environment/Physical Activities:</b> Ability to work in fast-paced environment. Ability to handle multiple tasks simultaneously. Work creates normal fatigue daily. Work creates moderate stress during certain periods during daily routine. Job does not have specific volume and pace of work standards except that the job requires that members be served in the timeliest manner possible. Job requires extensive member contact on a continual basis.</div></div>

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
At Bank of America, we&rsquo;re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most &ndash; whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors&mdash;those with a passion for growing a long-term career and a drive to make our clients&rsquo; financial lives better.</p><p></p><p>
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.</p><p><br>
As a <b>National Financial Solutions Advisor (NFSA I)</b>, your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.<br>
<br>
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.<br>
<br>
<b>We&rsquo;ll help you</b></p><ul><li><p><b>
Build a successful career </b>at Bank of America through world-class training and on-boarding programs that set you up for success.</p></li><li><p><b>
Get training and one-on-one coaching</b> from Academy managers who are invested in your success.</p></li><li><p><b>
Grow your business knowledge</b> by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</p></li><li><p><b>
Build your network. </b>You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</p></li><li><p><b>
Provide end-to-end comprehensive advice,</b> deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</p></li><li><p><b>
Collaborate with core banking and investment partners.</b> Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</p></li></ul><p><b><br>
As a Financial Solutions Advisor, you can look forward to</b></p><ul><li><p>
Unlimited potential for financial growth.</p></li><li><p>
Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</p></li><li><p>
Robust marketing support to reach wider audiences with greater appeal.</p></li><li><p>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</p></li></ul><p><b><br>
We&rsquo;re a culture which</b></p><ul><li><p>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</p></li><li><p>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</p></li><li><p>
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</p></li><li><p>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</p></li></ul><p></p><p><b>
Required skills</b></p><ul><li><p>
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)</p></li><li><p>
Is comfortable in a sales role, finding ways to nurture strong client relationships.</p></li><li><p>
Communicates clearly and confidently with clients from all walks of life.</p></li><li><p>
Works well with others and collaborates productively to get things done.</p></li><li><p>
Can manage complexity, prioritize tasks and execute in a fast-paced environment.</p></li><li><p>
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</p></li><li><p>
Efficiently manages your time and capacity.</p></li><li><p>
Is thorough, and will incorporate relevant regulatory due diligence into daily to-do&rsquo;s and long-term strategies for clients.</p></li></ul><p><b><br>
Desired skills</b></p><ul><li><p>
A bachelor&rsquo;s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.</p></li><li><p>
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</p></li><li><p>
Strong computer skills with an ability to multitask in a demanding environment.</p></li></ul><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div>

National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)

Search 9095+ Advisor i jobs near you this March. New roles added regularly across leading industries. Apply today.

9095 advisor i jobs Near Me

Relationship Advisor I

Academic Advisor I

Eligibility Advisor I - Temporary

Member Relationship Advisor I

Member Service Advisor I

Member Service Advisor I

National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)