financial operations associate

Level Four Group

<div>
 
 
 
 Our Team is growing, and we need you!
 
 
 
 
 
 
 
 Come be a part of this disruption in the financial services marketplace!
 
 
 
 
 
 
 By joining the Level Four family of companies, you&rsquo;ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
 
 
 
 
 
 
 
 We offer:
 
 
 
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 Casual Work Environment
 
 
 
 
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 Generous Paid Time Off
 
 
 
 
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 Flexible Work Schedule
 
 
 
 
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 Great Benefits
 
 
 
 
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 And More&hellip;
 
 
 
 
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 Come take your career path to the next level!
 
 
 
 
 
 
 
 
 
 The Level Four Capital Management (LFCM) Trading and Operations Associate
 
 &nbsp;is as a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.
 
 
 
 
 
 
 
 Essential responsibilities and tasks of the Trading and Operations Associate are:
 
 
 
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 Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
 
 
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 Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
 
 
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 System and Database data entry and maintenance to ensure database integrity (Black Diamond &amp; Salesforce)
 
 
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 Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
 
 
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 Interface with the Operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
 
 
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 Serve as key point of contact between Financial Advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
 
 
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 Assist with monthly and quarter-end reporting to support Financial Advisors and industry database partners
 
 
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 Prepare and develop client proposals based on the specific needs and requests of Financial Advisors
 
 
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 Facilitate the creation and submission of Fixed Income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
 
 
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 Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
 
 
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 Assist the trader in resolving trade discrepancies between Fixed Income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
 
 
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 Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
 
 
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 Review and monitor holdings amongst client strategies&nbsp;
 
 
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 Additional duties as required
 
 
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 Successful Trading and Operations Associate candidates will have:
 
 
 
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 Knowledge and experience in the securities industry in order to support the firm&rsquo;s investment management team and platform of SMA and Asset Allocation portfolios.
 
 
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 This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.&nbsp;
 
 
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 This professional will be able to work in the Dallas corporate office, reporting to the LFCM Practice Director.
 
 
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 Required
 
 
 
 
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 Bachelor&rsquo;s Degree in Finance or related field
 
 
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 Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
 
 
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 Meticulous attention to detail and excellent organizational skills
 
 
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 Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
 
 
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 Reliable and Accountable; follows through on commitments start-to-finish
 
 
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 Possesses critical thinking, analytical and problem-solving skills
 
 
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 Has strong time-management skills; able to prioritize tasks
 
 
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 General computer and software knowledge in Microsoft Office Suite
 
 
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 Preferred
 
 
 
 
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 Minimum 3 years of experience
 
 
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 FINRA Series 7, 66, 63 and/or 65 registration
 
 
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 Securities license or willingness to obtain
 
 
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 Black Diamond
 
 
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 J AdvisorAccess, Schwab, and/or Fidelity Wealthscape
 
 
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 Icing on the Cake
 
 
 
 
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 Salesforce
 
 
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</div>

Trading & Operations Associate

Boyd Law APC

Boyd Law, APC is an established law firm with over 18 years of experience and multiple offices across California. We are seeking a detail-oriented and proactive AR &amp; Bookkeeping Coordinator to take ownership of our accounts receivable process while maintaining clean, accurate financial records.Job descriptionThis role is critical to supporting firm operations, improving cash flow, and ensuring day-to-day financial consistency. It combines collections, billing support, bookkeeping, and payroll responsibilities.Key ResponsibilitiesAccounts Receivable (Primary Focus)&middot; Follow up on outstanding invoices via phone and email&middot; Monitor aging reports and actively reduce overdue balances&middot; Send invoices through Clio and ensure timely delivery&middot; Communicate professionally with clients regarding balances and payment expectations&middot; Escalate issues or risks as neededBilling Support&middot; Ensure invoices are accurate and sent on schedule&middot; Monitor retainer balances and flag low funds&middot; Maintain organized and accurate billing records in Clio&middot; Bookkeeping (QuickBooks)&middot; Categorize transactions and maintain clean financial records&middot; Perform monthly bank and credit card reconciliations using provided reports&middot; Keep books accurate, current, and audit-readyPayroll&middot; Run payroll on a consistent schedule&middot; Ensure payroll is processed accurately and on time&middot; Record payroll entries properly in QuickBooks&middot; What This Role Does NOT Include:o Handling client trust transferso Financial strategy or high-level accounting decisionsQualifications&middot; Experience working in a law firm (required)&middot; Experience running payroll (required)&middot; Experience with QuickBooks (required)&middot; Experience with Clio or legal billing systems (strongly preferred)&middot; Background in accounts receivable or collections&middot; Strong attention to detail and organization&middot; Comfortable following up persistently on unpaid invoices&middot; Clear and professional communication skillsCompensation$35.00 - $45.00 per hour, depending on experience Higher range available for candidates with strong legal billing and Clio experienceLocationCalifornia (hybrid preferred; remote considered for the right candidate)Office locations include: San Francisco, Sacramento, Los Angeles, Irvine, and San Diego.About Boyd Law, APCBoyd Law, APC is a well-established, 18-year law firm with a strong presence across California. We are committed to delivering high-quality legal services while maintaining efficient and disciplined internal operations that support our continued growth.Success in This Role Looks Like&middot; Consistent reduction in overdue receivables&middot; Accurate and timely monthly reconciliations&middot; Clean, organized books with minimal corrections needed&middot; Reliable and error-free payroll processingIf you&rsquo;re organized, proactive, and take ownership of your work, we&rsquo;d love to hear from you.Boyd Law operates with structure, accountability, and professionalism. We are seeking a financial operations individual who will uphold and strengthen those standards.Qualified candidates are encouraged to apply.Compensation is role-based and reflects the scope of responsibilities, level of supervision, and market benchmarks for associate-level financial positions, rather than age or tenure.Equal Employment Opportunity StatementBoyd Law, APC is an equal opportunity employer. Employment decisions are made without regard to age or any other characteristic protected by applicable law. We evaluate applicants based on their qualifications, experience, and ability to perform the responsibilities of the position.Benefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid, California officesPay: $35.00 - $45.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in San Francisco, CA 94123

AR & Bookkeeping Coordinator

Securitize

<div>
 Securitize, the leader in tokenizing real-world assets with $3.7B+ AUM (as of May 5, 2025), is bringing the world on-chain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, Hamilton Lane, KKR, and others. Securitize, through its subsidiaries, is a SEC-registered broker dealer, digital transfer agent, fund administrator, and operator of a SEC-regulated Alternative Trading System (ATS).
 
 
 Securitize is a global, fully remote team consisting of top talent from the blockchain and financial services industries. Having raised $170M overall to date, we are backed by some of the largest names in finance and technology, including BlackRock, Morgan Stanley, Blockchain Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, Coinbase, among others. Securitize has also been recognized as a 2025 Forbes Top 50 Fintech company.
 
 
 Before applying, we encourage you to visit us to learn more:
 
 
 Website | X/Twitter | LinkedIn
 
 
 
 Role Overview
 
 
 
 We are seeking an
 
 Associate Operations Specialist
 
 to join the Securitize Transfer Agent team. This is an entry-to-mid-level role perfect for a motivated professional looking to build a career at the intersection of traditional finance and blockchain technology.
 
 
 As an Associate, you will support the daily "engine room" of our platform&mdash;handling trade lifecycles, performing essential reconciliations, and ensuring our data remains pristine. You will work under the guidance of senior operations leaders to master transfer agent processes and contribute to the efficiency of our digital asset ecosystem.
 
 
 
 Key Responsibilities
 
 
 
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 Trade Support: Assist in managing the end-to-end trade lifecycle, including placement, confirmation, and settlement processes.
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 Daily Reconciliation: Perform daily trade and cash reconciliations across both traditional (off-chain) and blockchain (on-chain) environments.
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 Issue Resolution: Identify and investigate breaks or discrepancies, working with senior team members to provide timely resolutions.
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 Data Maintenance: Maintain meticulous records and ensure all documentation meets internal and regulatory standards.
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 Liquidity Assistance: Support daily funding tasks, including the verification of sources of funds and processing ACH/wire movements.
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 Cross-Functional Collaboration: Partner with Investor Support and Sales teams to ensure a seamless experience for our clients.
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 Process Improvement: Contribute to the creation and update of Standard Operating Procedures (SOPs) as our platform evolves.
 
 
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 Requirements
 
 
 
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 Experience: 1&ndash;3 years of experience in financial services, back-office operations, banking, or a related administrative role.
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 Financial Literacy: A foundational understanding of cash operations (Wires, ACH) and a strong interest in learning blockchain/tokenized asset settlement.
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 Technical Proficiency: Strong skills in Google Workspace (especially Sheets) and Microsoft Excel. You should be comfortable managing and organizing data.
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 Attention to Detail: High level of accuracy in data entry and recordkeeping; you&rsquo;re the type of person who catches the typo others miss.
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 Adaptability: A "start-up" mindset&mdash;comfortable learning new tools and pivoting quickly in a fast-paced environment.
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 Communication: Clear written and verbal communication skills for collaborating across remote teams.
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 Education: Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field preferred.
 
 
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 Why Join Us?
 
 
 
 
 Become a part of our rapidly expanding organization and enjoy a supportive and rewarding work environment:
 
 
 
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 Flexible Paid Time Off &ndash; Promoting a healthy work-life balance.
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 Equity Grant Opportunities &ndash; Share in the success and future growth of the company.
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 Remote Work Flexibility &ndash; Work from anywhere while staying connected with a dynamic and collaborative team.
 
 
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 Additional Benefits For US Employees
 
 
 
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 Comprehensive Insurance Coverage &ndash; Employer-paid Medical, Dental, and Vision benefits for you and your family.
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 401(k) Retirement Plan &ndash; Secure your financial future with employer-sponsored savings.
 
 
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 Securitize is an equal opportunity employer and is committed to fostering a diverse, inclusive, and equitable workplace. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or family status, or any other characteristic protected by applicable law.
 
 
 
 
 All employment decisions at Securitize are based on job-related qualifications, merit, and business needs. We welcome candidates from all backgrounds, experiences, and perspectives to apply.
 
</div>

Associate Operations Specialist

Broadridge

<div><div>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</div><div></div><div>
Broadridge is hiring! We&rsquo;re seeking an Operations Associate to join our stellar team. In this role, you will have the opportunity to support our high-profile clients by delivering exceptional service and operational support for Alternative Investment transactions</div><div>
Responsibilities:</div><ul><li><div>
Provide phone support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.</div></li><li><div>
 Field and document anywhere from 30-50 phone calls per day on the Morgan Stanley Service Network via Genesys phone routing system</div></li><li><div>
 Maintain detailed call log documentation utilizing Salesforce CRM software.</div></li><li><div>
 Partner with various teams within Morgan Stanley Client Solutions &amp; Investment Solutions organizations such as Reg D, Transactional Processing, Product Management, Product Development, Platform Solutions, etc. on processing requests</div></li><li><div>
Engage in Ad Hoc projects that supports various Alternative Investment Operations teams.</div></li><li><div>
Provide World Class Service to Financial Advisors and their support staff.</div></li><li><div>
 Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.</div></li><li><div>
Follow professional telephone etiquette on all calls and handle interactions in a professional manner to maintain caller satisfaction.</div></li><li><div>
Ensure high service quality during interactions on inbound/outbound calls.</div></li><li><div>
Adhere to required schedule adjustments across the day.</div></li><li><div>
Ability to work efficiently and effectively in a hybrid environment (in-person &amp; remote).</div></li></ul><div></div><div>
Qualifications</div><ul><li><div>
0-3 years of relevant experience</div></li><li><div>
Ability to handle time effectively and clearly prioritize tasks</div></li><li><div>
A self-starter with experience utilizing the Microsoft Office tools</div></li><li><div>
Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines</div></li><li><div>
Customer service oriented, able to handle multiple tasks at a time</div></li></ul><div></div><div>
Compensation Range: The salary range for this position is between $23/hr to $25/hr. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</div><div>
Bonus Eligibility: Bonus Eligible</div><div>
Benefits Information: Please visit <div>www.broadridgebenefits.com</div> for more information on our comprehensive benefit offerings</div><div>
#LI-PP1</div><div></div><div>
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</div><div></div><div>
Use of AI in Hiring</div><div>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.</div><div></div><div>
US applicants: Click <div>here</div> to view the EEOC &quot;Know Your Rights&quot; poster.</div><div></div><div>
Disability Assistance</div><div>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</div><div></div><div>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to <div>BRcareers@broadridge.com</div>.</div></div>

Operations Associate

Garan Incorporated

<div>About This Opportunity
The Junior Financial Operations Analyst provides general accounting/financial analysis for the Operations and Divisional Control team. This position is cross-functional, working in tandem with sales, design, planning, sourcing, production, engineering, manufacturing, and corporate accounting teams.
Responsibilities include, but not limited to:
<ul><li>Assist in sourcing meetings and price negotiations</li><li>
Review, compile and reconcile product costing</li><li>
Maintain financial matrices (raw material pricing, purchasing records, expenses, etc.)</li><li>
Assist senior management in making accurate pricing and strategic business decisions</li><li>
Review invoices/expenses for accuracy and investigate any discrepancies</li><li>
Report generation, including but not limited to, sales/shipping forecasts, inventory analysis, production allocation</li><li>
Assist with operational oversight and issue resolution between production teams and manufacturing partners</li><li>
Travel and expense audit and approval</li></ul>
Qualifications:
<ul><li>Entry-level to 3 years in operations, finance, and/or accounting</li><li>
Excellent verbal communication and writing skills (including contact with Executive and Senior Leadership as well as supply chain partners)</li><li>
Ability to demonstrate strong analytical, conceptual, and problem-solving skills</li><li>
Strategic and proactive thinker</li><li>
Strong organizational, multi-tasking, and prioritization skills a must</li><li>
Must be a team player, but also have the ability to operate independently</li><li>
Highly proficient in Microsoft Excel (Pivot tables, Vlookup, Sumif, etc.)</li><li>
Simparel and/or PLM system knowledge a plus</li><li>
4-year college degree required (Finance, accounting, and/or supply chain management preferred)</li><li>
Ability to protect confidential/proprietary information</li></ul>
Rate: $70,000 - $80,000</div>

Junior Financial Operations Analyst

IQVIA

<div><div><div>Istanbul, T&uuml;rkiye | Full time | Office-based | R1534072</div></div><div><div> 
Job profile 
Under supervision, provide support enabling the accurate and timely payment administration to our network of project sites. Perform duties in accordance with IQVIA Finance Standard Operating Procedures (SOPs), Sarbanes-Oxley Controls and Unit Service Level agreements (if applicable). 
 
Essential Functions</div><ul><li>
Managing a portfolio of projects and providing oversight on the entire process. Ability to form remote relationships with colleagues across the globe, consider indirect influences on your work and manage these.</li><li>
Highlighting aged invoices and financial risks &ndash; give reasons why for any delays</li><li>
Data quality control, ensuring batches are scheduled as per contracts and meeting the budgets</li><li>
Project reconciliations</li><li>
Payment cycle target trending &ndash; ensuring the studies are meeting the target for each step in the payment cycle</li><li>
Providing high level of customer service to internal project teams and assisting them in any project related issues by finding resolution. Ability to influence others and ensure that key actions are taken</li><li>
Track and report metric data flagging nonstandard issues to project teams / line manager</li><li>
Provide assistance to other team members as required, to ensure the group meets targets.</li><li>
Check that appropriate approvals are obtained for set up and payment process.</li><li>
Provide support and participate in teams handling various routine tasks.</li><li>
Provide standard reports and run KPI for the project teams</li><li>
Perform other duties as assigned.</li><li>
File appropriate documents.</li></ul><div> 
Qualifications</div><ul><li>
High School Diploma or equivalent</li><li>
Computer skills including working knowledge of Microsoft Word, Excel and PowerPoint.</li><li>
Written and verbal communication skills including good command of English language.</li><li>
Knowledge of applicable protocol requirements</li></ul><div>
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com</div><div>
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.</div></div></div><div></div>

Sr. Investigator Payment Assistant

Greater Texas Credit Union

<div><div>We&rsquo;ve been serving Texans for over 70 years, and our mission is bigger than banking. At Greater Texas | Aggieland Credit Union, we believe in building connections that last &mdash; with our members, our community, and our team. 


Here, you&rsquo;ll find more than a job. You&rsquo;ll find a place where:
<ul><li>
Relationships matter. We get to know our members and walk with them through life&rsquo;s milestones.
</li><li>
Community comes first. Giving back and making a difference is part of our DNA.
</li><li>
Every role has purpose. Your work makes an impact far beyond the day-to-day.</li></ul> 


If you have a passion for people and want to be part of something meaningful, you&rsquo;ll feel right at home with us. 

</div>
What's in it for you?!
<ul><li>
Comprehensive Training &amp; Development: You'll receive e-learning and virtual training, guided by our Learning &amp; Development team, ensuring you're equipped with the knowledge and skills to succeed. Ongoing coaching and mentorship will help you grow into the next phase of your career.</li><li>

Career Advancement: This role offers clear growth paths, including opportunities to move into higher-level roles. Your experience with us will not only boost your resume but also position you for future success in the financial industry.
</li><li>
Full Benefits Package - Enjoy competitive benefits that include:
<ul><li>
Rotating Saturdays and Sundays off for a healthy work-life balance.</li><li>
Choices of Medical, Dental, Vision, Life and AD&amp;D Insurance.</li><li>
Optional Critical Illness, Accident, and Hospital Indemnity Benefits.</li><li>
16 hours of paid volunteer time annually to give back to your community.</li><li>
Monthly accruals of vacation and sick time and several paid holidays to recharge and spend time with loved ones.</li><li>
401k plan with up to 7% employer match to help you secure your future.?</li><li>
Tuition reimbursement for continued education and personal growth.</li></ul>
</li><li>
Member-Centric Focus: At the heart of what we do is our commitment to serving our members. You'll be part of a team that makes a positive impact on their financial well-being, creating meaningful experiences and solutions tailored to their needs.
</li><li>Fun, Engaging Workplace: Beyond the work, we offer an inclusive culture where team bonding is key&mdash;whether it&rsquo;s enjoying endless coffee or participating in our frequent potlucks.</li></ul> 


The Basics of a Branch Associate:
<ul><li>
Weekly schedules will be set between the hours of Monday thru Friday 8:00 am to 5:30 pm.</li><li>
Rotating Saturdays from 8:30 am to 1:30 pm at our Mopac Branch located at 12319 N Mopac Expressway, Austin, TX 78758.</li></ul> 


The Branch Associate Career Path: 


The Branch Associate roles provide a clear path for career growth while delivering exceptional financial service to our members. Whether you&rsquo;re starting as a Branch Associate I, advancing to Branch Associate II, or stepping into leadership as a Branch Associate III, you&rsquo;ll be at the heart of creating a top-tier member experience, handling financial transactions, and guiding members toward the best products and services to support their financial well-being. 


Branch Associate I &ndash; The Foundation
<ul><li>
Provide top-tier member service in-branch, via drive-thru, and over the phone.</li><li>
Learn and engage members on financial products using a needs-based approach.</li><li>
Open new accounts including savings, checking, debit cards, and select loan products.</li><li>
Process routine transactions including payments, deposits, withdrawals, and transfers.</li><li>
Problem-solve basic member inquiries and account maintenance.</li><li>
Complete assigned training on schedule and continue progressing toward the career path.</li><li>
Participate in volunteer events through our Greater Good program.</li></ul> 


Branch Associate II &ndash; Expanding Your Impact
<ul><li>
Perform all BA I duties, plus:</li><li>
Open business accounts and specialty deposit products (CDs, IRAs, HSAs).</li><li>
Assist members in completing secured and unsecured loan applications.</li><li>
Handle moderately complex member issues using sound judgment.</li><li>
Assist in training new team members.</li><li>
Participate in business development events to expand Credit Union reach.</li></ul> 


Branch Associate III &ndash; Leading the Way
<ul><li>
Perform all BA II duties, plus:</li><li>
Serve as a leader in the branch and assist in operations when management is unavailable.</li><li>
Act as a subject matter expert in all areas of branch operations.</li><li>
Handle complex member issues and escalate when needed.</li><li>
Mentor and train new team members, conduct interviews, and assist in hiring.</li><li>
Participate in business development and community outreach efforts.</li></ul> 
Must Haves as a Branch Associate:
<ul><li>
Branch Associate I: 1+ year in a customer-facing role.</li><li>
Branch Associate II: 1+ year in a retail branch role at a credit union or bank.</li><li>
Branch Associate III: 3+ years in a retail branch role at a credit union or bank.</li><li>
Skills in Building Relationships, Verbal Communication, Attention to Detail, Cash Handling, Tech Literacy.</li><li>
HS Diploma/GED.</li></ul>

Nice to Haves as a Branch Associate:
<ul><li>
Bilingual in Spanish &amp; English preferred.</li><li>
Experience handling cash transactions, financial products and cross-selling</li></ul>
Please note - we are only hiring for one Branch Associate role. The level and pay will be determined through the interview process. 


Due to the high volume of applications, we are unable to accept calls or status inquiries. All candidates will be notified of their status as applications are reviewed for further consideration. We truly appreciate the time you took to apply and are excited that you are considering a career with us.</div>

Full Time Branch Associate

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