associate account manager

Wells Fargo

<div>About this role:
Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager (Commercial Banking Program Associate) to join the Banker Development Program.
The Banker Development Program is a two-year program designed to advance the careers of the next generation of bankers in Commercial Banking. The program provides sales skills and advances credit acumen necessary to meet our current and future business needs to excel in serving our prospects and clients. Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business. Combination of formal training, on the job experience and professional support prepares participants for relationship management, sales or credit leadership roles within Commercial Banking. Learn more about the career areas and business divisions at www.wellsfargojobs.com.
Middle Market Banking provides comprehensive financial services to commercial customers primarily with annual sales from $25 million to $2 billion. With locations in the United States and Canada, we help customers grow, add jobs, and succeed.
In this role, you will:<ul><li>
Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization</li><li>
Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers</li><li>
Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions</li><li>
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients&rsquo; businesses, strategic objectives, operational priorities, and financial positions</li><li>
Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group</li><li>
Collaborate and consult with peers, colleagues, and managers to resolve client issues while achieving business objectives, helping clients navigate Wells Fargo&rsquo;s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements</li><li>
Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems</li><li>
Support business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks</li></ul>
Required Qualifications:<ul><li>
 2+ years of Commercial Banking Relationship Management or Credit Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:<ul><li>
Bachelor's degree in finance, accounting or related business degree</li><li>
Completion of Commercial Banking Financial Analyst Program</li><li>
Commercial account relationship management experience</li><li>
Intermediate knowledge and understanding of core banking products: deposits, commercial credit, and treasury</li><li>
Basic understanding of financial accounting</li><li>
Foundational ability to interpret financial statements, summarize findings and structure credit transactions</li><li>
Experience with underwriting moderately complex credit and debt structure</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Effective time management and organization skills</li><li>
Ability to work in a fast-paced deadline driven environment</li><li>
High level of initiative and accountability Proactive, persistent, organized, and results oriented</li><li>
Sound problem solving and decision-making skills</li><li>
Comprehensive knowledge and understanding of Risk Management</li><li>
Ability to represent Wells Fargo with confidence, positive energy, and clear communication in the marketplace</li><li>
Ability to build and maintain productive working relationships with internal partners</li><li>
Intermediate Microsoft Office skills</li></ul>
Job expectations:<ul><li>
Ability to attend 4 training sessions in Charlotte, NC during the 2-year program</li><li>
This position is not eligible for Visa sponsorship</li><li>
This position offers a hybrid work schedule; 4 days in office, one day remote</li><li>
Relocation assistance may be available for this program</li><li>
Ability to travel up to 10% of the time</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process</li></ul>
Location:<ul><li>
1021 E Cary St - Richmond, VA 23219</li><li>
4500 Main St - Virginia Beach, VA 23462</li><li>
10 S Jefferson St - Roanoke, VA 24011</li></ul>
Posting End Date:
15 Jun 2026<ul><li>Job posting may come down early due to volume of applicants.</li></ul>
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Associate Relationship Manager

Recruitment360

Location: G-8 Markaz, Islamabad Job Type: Full-Time (Onsite) Working Hours: 12:00 PM &ndash; 9:00 PMAbout the RoleRexen Consultancy is looking for a detail-oriented and motivated Associate Accountant to join our growing finance team. The ideal candidate should be ACCA Qualified or Part-Qualified with a solid understanding of accounting principles and excellent analytical skills. This role offers an excellent opportunity to work in a dynamic environment while gaining hands-on experience in financial operations and reporting.Key Responsibilities<ul><li>Record and maintain day-to-day financial transactions accurately.</li><li>Prepare journal entries, ledgers, and account reconciliations.</li><li>Assist in the preparation of monthly, quarterly, and annual financial reports.</li><li>Process accounts payable and accounts receivable transactions.</li><li>Perform bank reconciliations and resolve discrepancies.</li><li>Support month-end and year-end closing activities.</li><li>Maintain accurate financial records and supporting documentation.</li><li>Assist in budgeting, forecasting, and financial analysis.</li><li>Coordinate with internal departments regarding financial matters.</li><li>Ensure compliance with company policies and accounting standards.</li><li>Support external and internal audits by providing required documentation.</li><li>Perform other accounting and finance-related tasks assigned by management.</li></ul>Requirements<ul><li>ACCA Qualified or ACCA Part-Qualified.</li><li>Bachelor's degree in Accounting, Finance, or a related field will be an added advantage.</li><li>1&ndash;3 years of relevant accounting experience preferred (fresh ACCA-qualified candidates with strong knowledge are encouraged to apply).</li><li>Good understanding of accounting principles and financial reporting.</li><li>Proficiency in Microsoft Excel and accounting software/ERP systems.</li><li>Strong analytical, numerical, and problem-solving skills.</li><li>Excellent attention to detail and organizational abilities.</li><li>Good communication and teamwork skills.</li><li>Ability to work independently and meet deadlines in a fast-paced environment.</li></ul>What We Offer<ul><li>Attractive salary package.</li><li>Professional growth and learning opportunities.</li><li>Supportive and collaborative work environment.</li><li>Exposure to international business operations and accounting practices.</li><li>Career advancement opportunities within the organization.</li></ul>Work Location: In person

Associate Accountant

Applied Medical

<div>_________________________________________________________________________________:<div></div><div> 
Applied Medical is a new generation medical device company with a proven business model and commitment to innovation that has fueled our rapid business growth and expansion. Applied Medical has recently launched a new line of products in a major category for both minimally invasive and open abdominal surgery. Applied Medical has been developing and manufacturing advanced surgical technologies for more than 30 years, and has earned a strong reputation in healthcare. Our dedication to delivering the highest quality products combined with our unique business model allows our team members the ability to truly partner with hospital accounts and contribute in a larger capacity than is possible in most sales positions.</div>
Position Description:

As an Account Manager Associate in the Fairfield, CA &amp; surrounding area, you will be responsible for working within the framework of a team and performing the following activities:<ul><li>
Exceed quota expectations as established by management</li><li>
Manage the full breadth of products in your territory</li><li>
Establish and maintain strong relationships and contacts in assigned accounts</li><li>
Provide the highest levels of support and service to your accounts</li></ul>
Position Requirements:

This position requires the following skills and attributes:<ul><li>
2+ years of medical/surgical device sales experience</li><li>
Experience calling on surgeons, OR directors, nurse managers, clinical coordinators, nurse educators, and materials management administrators</li><li>
Professional sales experience with formal sales training</li><li>
Proven goal oriented, self-starter with a strong entrepreneurial drive</li><li>
Excellent written, verbal and interpersonal communication skills</li><li>
Demonstrated performance record with clear documentation of success</li><li>
Strong relationships and understanding of the market</li><li>
Must live in the geographical location of the position or be willing to relocate</li><li>
4 year degree</li><li>
Applied Medical Field Team Members must be able to meet third party credentialing requirements, which may include but are not limited to COVID-19 vaccination.</li></ul>
Benefits:
<div>
The base compensation range for this role is $65000 - $80000 / year for the position in this location. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries in this specific geographic area based on the date of this job posting. Your recruiter can share more about the specific salary range and bonus/commission compensation package during your hiring process.</div><div></div><div> 
Please understand that the compensation range may be modified in the future. Each amount of pay is considered to be wages or compensation once such amount is earned and determinable. The amount and availability of any bonus, commission, benefit or any other form of compensation may be modified at the Company&rsquo;s sole discretion, consistent with the law.</div><div></div><div> 
Our total reward package also includes the following:
</div><ul><li>Training and mentorship with ongoing learning and development courses</li><li>
Comprehensive medical and dental and vision coverage</li><li>
Education reimbursement program</li><li>
401(k) program with discretionary employer match</li><li>
Generous vacation accrual and paid holiday schedule</li></ul><div>
All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.</div><div></div><div> 
Equal Opportunity Employer</div><div>
Applied Medical is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), or sexual orientation, or any other status protected by federal, state or local laws in the locations where Applied Medical operates.</div></div>

Account Manager Associate - Fairfield, CA

UT Management

As a Associate Accountant, you will play a crucial role in overseeing and maintaining the financial health of our various Engineering projects. Your expertise in accounting will ensure that project budgets are adhered to and all financial transactions are accurately recorded and reported. Your daily responsibilities will include managing budgets, conducting financial analysis, and reporting on project status to ensure our projects are financially sound and compliant with industry standards.Key Responsibilities<ul><li>Prepare and maintain project budget forecasts, actuals, and variance analyses</li><li>Monitor project expenditures to ensure compliance with approved budgets</li><li>Review and approve invoices and ensure timely payment to suppliers and contractors</li><li>Prepare monthly financial reports on project performance for management review</li><li>Assist in the month-end and year-end financial closing processes</li><li>Collaborate with project managers to provide insights on cost control and financial planning</li><li>Ensure that all financial activities align with company policies and accounting standards</li><li>Perform reconciliations of project accounts as necessary</li><li>Support the senior team in ad-hoc reporting and financial analysis</li><li>Maintain comprehensive project documentation for audit purposes</li></ul>Requirements<ul><li>Bachelor's degree in Accounting, Finance, or related field</li><li>Minimum of 3 years of experience in project accounting or related finance role</li><li>Strong knowledge of accounting principles and practices related to project management</li><li>Proficiency in accounting software and Microsoft Office applications (especially Excel)</li><li>Excellent analytical and problem-solving skills</li><li>Strong attention to detail and accuracy</li><li>Ability to work independently and manage multiple projects simultaneously</li><li>Effective communication skills, both written and verbally</li><li>Experience in the Managing Engineering Consulting Projects is a plus</li></ul>Pay: Rs45,000.00 - Rs55,000.00 per monthWork Location: In person

Navitus Health Solutions / Lumicera Health Services

<div>Company: Navitus About Us: Navitus - Putting People First in Pharmacy - Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medications more affordable for the people who need them. At Navitus, our team members work in an environment that celebrates diversity, fosters creativity and encourages growth. We welcome new ideas and share a passion for excellent service to our customers and each other._____________________________________________________________________________________________________________________________________________________________________________________________________________. Current associates must use SSO login option at https://employees-navitus.icims.com/ to be considered for internal opportunities. ____________________________________________________We are committed to providing equal employment opportunity to all applicants and employees and comply with all applicable nondiscrimination regulations, including those related to protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or handicap. Pay Range: USD $23.42 - USD $27.89 /Hr. STAR Bonus % (At Risk Maximum): 0.00 - Ineligible Work Schedule Description (e.g. M-F 8am to 5pm): M-F 8am to 5pm Overview:
<div>
Navitus Health Solutions is seeking a Coordinator, Human Resources to join our team!</div><div></div><div> 
This is a hybrid role is working 2-3 days in office in Madison WI location.</div><div></div><div> 
The Coordinator, Human Resources provides essential support to enterprise-wide HR functions, partnering closely with the HR Generalist team to implement and maintain key programs, policies, and procedures. This role is responsible for a variety of administrative and operational tasks, including recordkeeping, associate file management, compliance monitoring, and initiatives that foster a positive workplace culture.</div><div></div><div> 
Reporting to Sr. Manager, Human Resources, the Coordinator plays a critical role in ensuring consistency and efficiency across HR practices. The Coordinator will support daily tactical operations, uphold compliance with federal and state employment regulations, and contribute to continuous improvement efforts in HR workflows and service delivery.</div><div></div><div> 
 Is this you? Find out more below!</div>
Responsibilities:

How do I make an impact on my team?<ul><li>
Provide day-to-day support to the HR Generalist team, ensuring compliance with federal/state regulations and company policies</li><li>
Manage new hire documentation, intake coordination, sourcing support, and serve as the first point of contact for associate inquiries</li><li>
Maintain and monitor team trackers (e.g., LOA, ADA, onboarding, performance issues) to ensure accuracy and timely updates</li><li>
Oversee associate relations inboxes: assign tasks, respond to inquiries, and collaborate with HR Generalists as needed</li><li>
Maintain secure and organized HR associate records and files</li><li>
Assist with office logistics including management of keys, security fobs, and photo badges, as needed</li><li>
Coordinate associate recognition efforts, including ordering flowers and gifts, as needed</li><li>
Verify associate licenses and certifications through third-party agencies on a monthly and annual basis</li><li>
Schedule and coordinate meetings related to LOA, ADA reviews, and other HR needs</li><li>
Assist with updates and distribution of HR documents (e.g., handbooks, policies, procedures, confidentiality agreements) and ensure documents are posted to the correct sites</li><li>
Other duties as assigned</li></ul>
Qualifications:

What our team expects from you?<ul><li>
Associate&rsquo;s degree in Human Resources, Business Administration, or related field, or equivalent work experience, required. Bachelor's degree in Human Resources Administration or Business Administration preferred.</li><li>
SHRM-CP or PHR is preferred</li><li>
1 year of experience as a Human Resources professional required</li><li>
This is a hybrid role in Madison WI working 2-3 days in office</li><li>
1 year of associate relations experience preferred</li><li>
Experience with coordinating team workflow, tracking of work, and project support preferred</li><li>
Understanding of leave of absence program management and administering ADA in accordance with federal and state laws preferred</li><li>
General knowledge of core Human Resources functions, including recruitment, compensation, benefits administration, and EEO/AAP compliance preferred</li><li>
Participate in, adhere to, and support compliance program objectives</li><li>
The ability to consistently interact cooperatively and respectfully with other employees</li></ul>
What can you expect from Navitus?<ul><li>
Top of the industry benefits for Health, Dental, and Vision insurance</li><li>
20 days paid time off</li><li>
4 weeks paid parental leave</li><li>
9 paid holidays</li><li>
401K company match of up to 5% - No vesting requirement</li><li>
Adoption Assistance Program</li><li>
Flexible Spending Account</li><li>
Educational Assistance Plan and Professional Membership assistance</li><li>
Referral Bonus Program &ndash; up to $750!</li></ul>
#LI-Onsite
Location : Address: 361 Integrity Drive Location : City: Madison Location : State/Province: WI Location : Postal Code: 53717 Location : Country: US</div>

Coordinator, Human Resources

Webster First Federal Credit Union

<div>
 Job Title: Member Service Associate - Bank Teller
 
 
 Location: 29 Trolley Crossing Road Charlton, Massachusetts 01507 (onsite)
 
 
 Schedule: Scheduled shifts Monday-Saturday to support branch hours
 
 
 Reports to: Branch Manager
 
 
 Summary:
 
 
 Under the direction of branch management, the Member Service Associate is responsible for delivering exceptional member experience. The Member Service Associate will complete tasks including, but not limited to, sales and service activities, maintaining and balancing teller cash drawers, and processing transactions efficiently, professionally, and accurately. The Member Service Associate will uphold the credit union&rsquo;s quality standards and provide exceptional member service by identifying member needs, promoting credit union products and services, and supporting efforts for proactive activities that develop new business. The Member Service Associate will make sound decisions on the teller line that uphold WFFCU values and service expectations, and will adhere to all established policies, procedures, and compliance regulations.
 
 
 This is a full-time, fully benefitted, hourly position of up to 37.5 hours per week, with occasional overtime offered.
 
 
 Essential Duties and Responsibilities:
 
 
 <ul>
 <li>
 Assist with day-to-day branch operating policies, procedures, opening and closing, balancing drawers, and assisting members.
 </li>
 <li>
 Work as a teller on the frontline, assisting members with various account-related requests and services, such as opening accounts, wire transfers, savings bonds, foreign currency, stop payments, checks, inquiries about deposit products and service charges, ATM/debit cards, ATM proving, applications, usage, and limits, account transactions and updates, third party check verifications, notary public services, maintaining a cash drawer.
 </li>
 <li>
 Project a positive and professional attitude and maintain a neat and orderly work area at all times; address and/or escalate any member complaints as appropriate efficiently and knowledgeably and in adherence with WFFCU Member Service Standards and Telephone Etiquette Standards.
 </li>
 <li>
 Answer member inquiries regarding interest rates, service charges, and account histories, and ask discovery questions to cross-sell credit union products and services while complying with disclosure requirements, regulations, and consumer privacy policies.
 </li>
 <li>
 Scan and verify branch checks through Check 21 system.
 </li>
 <li>
 Escort appropriate WFFCU personnel into the vault and maintain dual controls for safe access including opening, setting timers, and closing the safe deposit vault (where applicable).
 </li>
 <li>
 Research and resolve member issues, acting as the liaison between other WFFCU departments.
 </li>
 <li>
 Research member questions regarding electronic funds transfers and initiate &ldquo;Reg E&rdquo; disputes when appropriate, including the completion of necessary documents and affidavits.
 </li>
 <li>
 Promote overall BSA compliance by adhering to all BSA and OFAC regulations specific to job function and by assisting the BSA Department as necessary with any departmental function-specific items.
 </li>
 <li>
 Actively promote the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for information security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE Act, regulations B, C, D, E CC, DD, and Z, as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
 </li>
 <li>
 Perform other job-related duties as assigned.
 
 
 
 </li>
 </ul>
 Qualifications/Requirements:
 
 
 <ul>
 <li>
 High school diploma or equivalent, required; college degree or certification in a relevant field, preferred.
 </li>
 <li>
 Minimum of three years of experience in a customer service role; bank/credit union experience is preferred.
 </li>
 <li>
 Ability to complete simple math transactions, including addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals.
 </li>
 <li>
 Ability to read, analyze, and interpret written and oral instruction.
 </li>
 <li>
 Ability to speak, read, and write English fluently, required - bilingual candidates are a plus.
 </li>
 <li>
 Ability to obtain and maintain Notary Public status, as requested.
 </li>
 <li>
 Excellent communication skills - ability to present information and respond to questions from members of management and credit union members professionally.
 </li>
 <li>
 Pleasant demeanor - ability to deliver exceptional member service externally and internally, and to work cooperatively with a diverse pool of colleagues and members.
 </li>
 <li>
 Ability to define problems, collect data, establish facts, and draw valid conclusions, and exercise good judgment, knowing when to pull in a supervisor for assistance.
 </li>
 <li>
 Proficient in computer / software programs, including Microsoft Office.
 </li>
 <li>
 Ability to appear for work, consistently, reliably, and dependably, as scheduled.
 
 
 
 </li>
 </ul>
 Physical Demands &amp; Work Environment:
 
 
 This role primarily takes place in a professional office environment and involves sedentary work, at a desk or teller station, using a computer, and engaging in phone or video conversations. The noise level is generally moderate. Employees may need to sit or stand for extended periods, move about the office, and occasionally lift, push, pull, or carry items up to 20 pounds. Some repetitive motion including movements (motions) of the wrists, hands, and/or fingers. Employees are required to have visual acuity to perform activities such as transcribing, viewing and using a computer, and reading documents, as well as the ability to communicate verbally with colleagues, supervisors, members, and visitors. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
 
 
 Pay Range:
 
 Salary Band 1, $18 - $22 / hour
 
 
 
 Note:
 
 This range reflects the full salary band for positions at this level. Individual compensation is determined based on experience, skills, and internal equity.
 
</div>

Bank Teller

<div>
 Job Title: Member Service Associate - Bank Teller
 
 
 Location: 65 North Street Fitchburg, Massachusetts 01420
 
 
 Schedule: Scheduled shifts Monday-Saturday to support branch hours
 
 
 Reports to: Branch Manager
 
 
 Summary:
 
 
 Under the direction of branch management, the Member Service Associate is responsible for delivering exceptional member experience. The Member Service Associate will complete tasks including, but not limited to, sales and service activities, maintaining and balancing teller cash drawers, and processing transactions efficiently, professionally, and accurately. The Member Service Associate will uphold the credit union&rsquo;s quality standards and provide exceptional member service by identifying member needs, promoting credit union products and services, and supporting efforts for proactive activities that develop new business. The Member Service Associate will make sound decisions on the teller line that uphold WFFCU values and service expectations, and will adhere to all established policies, procedures, and compliance regulations.
 
 
 This is a full-time, fully benefitted, hourly position of up to 37.5 hours per week, with occasional overtime offered.
 
 
 Essential Duties and Responsibilities:
 
 
 <ul>
 <li>
 Assist with day-to-day branch operating policies, procedures, opening and closing, balancing drawers, and assisting members.
 </li>
 <li>
 Work as a teller on the frontline, assisting members with various account-related requests and services, such as opening accounts, wire transfers, savings bonds, foreign currency, stop payments, checks, inquiries about deposit products and service charges, ATM/debit cards, ATM proving, applications, usage, and limits, account transactions and updates, third party check verifications, notary public services, maintaining a cash drawer.
 </li>
 <li>
 Project a positive and professional attitude and maintain a neat and orderly work area at all times; address and/or escalate any member complaints as appropriate efficiently and knowledgeably and in adherence with WFFCU Member Service Standards and Telephone Etiquette Standards.
 </li>
 <li>
 Answer member inquiries regarding interest rates, service charges, and account histories, and ask discovery questions to cross-sell credit union products and services while complying with disclosure requirements, regulations, and consumer privacy policies.
 </li>
 <li>
 Scan and verify branch checks through Check 21 system.
 </li>
 <li>
 Escort appropriate WFFCU personnel into the vault and maintain dual controls for safe access including opening, setting timers, and closing the safe deposit vault (where applicable).
 </li>
 <li>
 Research and resolve member issues, acting as the liaison between other WFFCU departments.
 </li>
 <li>
 Research member questions regarding electronic funds transfers and initiate &ldquo;Reg E&rdquo; disputes when appropriate, including the completion of necessary documents and affidavits.
 </li>
 <li>
 Promote overall BSA compliance by adhering to all BSA and OFAC regulations specific to job function and by assisting the BSA Department as necessary with any departmental function-specific items.
 </li>
 <li>
 Actively promote the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for information security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE Act, regulations B, C, D, E CC, DD, and Z, as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
 </li>
 <li>
 Perform other job-related duties as assigned.
 
 
 
 </li>
 </ul>
 Qualifications/Requirements:
 
 
 <ul>
 <li>
 High school diploma or equivalent, required; college degree or certification in a relevant field, preferred.
 </li>
 <li>
 Minimum of three years of experience in a customer service role; bank/credit union experience is preferred.
 </li>
 <li>
 Ability to complete simple math transactions, including addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals.
 </li>
 <li>
 Ability to read, analyze, and interpret written and oral instruction.
 </li>
 <li>
 Ability to speak, read, and write English fluently, required - bilingual candidates are a plus.
 </li>
 <li>
 Ability to obtain and maintain Notary Public status, as requested.
 </li>
 <li>
 Excellent communication skills - ability to present information and respond to questions from members of management and credit union members professionally.
 </li>
 <li>
 Pleasant demeanor - ability to deliver exceptional member service externally and internally, and to work cooperatively with a diverse pool of colleagues and members.
 </li>
 <li>
 Ability to define problems, collect data, establish facts, and draw valid conclusions, and exercise good judgment, knowing when to pull in a supervisor for assistance.
 </li>
 <li>
 Proficient in computer / software programs, including Microsoft Office.
 </li>
 <li>
 Ability to appear for work, consistently, reliably, and dependably, as scheduled.
 
 
 
 </li>
 </ul>
 Physical Demands &amp; Work Environment:
 
 
 This role primarily takes place in a professional office environment and involves sedentary work, at a desk or teller station, using a computer, and engaging in phone or video conversations. The noise level is generally moderate. Employees may need to sit or stand for extended periods, move about the office, and occasionally lift, push, pull, or carry items up to 20 pounds. Some repetitive motion including movements (motions) of the wrists, hands, and/or fingers. Employees are required to have visual acuity to perform activities such as transcribing, viewing and using a computer, and reading documents, as well as the ability to communicate verbally with colleagues, supervisors, members, and visitors. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
 
 
 Pay Range:
 
 Salary Band 1, $18 - $22 / hour
 
 
 
 Note:
 
 This range reflects the full salary band for positions at this level. Individual compensation is determined based on experience, skills, and internal equity.
 
</div>

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7636 associate account manager jobs Near Me

Associate Relationship Manager

Associate Accountant

Account Manager Associate - Fairfield, CA

Associate Accountant

Coordinator, Human Resources

Bank Teller

Bank Teller