financial services specialist

Cherokee Federal

<div><p><i>As required by our governmental client, this position requires an active </i><b><i>SECRET </i></b><i>clearance or the ability to obtain and maintain an active </i><b><i>SECRET </i></b><i>clearance to qualify.
</i></p><p><i>A government contract requires that this position be restricted to U.S. citizens or legal permanent residents. You must provide documentation that you are a U.S. citizen or legal permanent resident to qualify.<br>
</i></p><p></p><p>This position provides direct support to environmental programs supporting the Navy&rsquo;s Base Realignment and Closure (BRAC) Program Management Office (PMO) located in Pennsylvania, PA. Specifically, programs are linked to Comprehensive Environmental Response Compensation and Liability Act (CERCLA)/Resource Conservation and Recovery Act (RCRA) Programs supporting the ongoing clean-up of Department of the Navy&rsquo;s BRAC properties.<br>
</p><p></p><p><b>Compensation &amp; Benefits:
</b></p><p>Estimated Starting Salary Range for <b>Financial Program Specialist </b>:
</p><p>Pay commensurate with experience.<br>
</p><p></p><p>Full time benefits include Medical, Dental, Vision, 401K and other possible benefits as provided. Benefits are subject to change with or without notice.<br>
</p><p></p><p><b>Financial Program Specialist Responsibilities Include:
</b></p><ul><li>Provides assistance to the Director, Base Closure Manager (BCM) and Deputy Base Closure Managers (BCMs) in preparing, managing and oversight of budgets and execution plans.
</li><li>Assist in establishing program goals and objectives by providing findings and recommendations to ensure multiple projects are accomplished within budget, on schedule, and that meet the needs of the Government.
</li><li>Provides expert level technical review and final Quality Assurance/Quality Control (QA/QC) to the Director, BCM and Deputy BCMs, ensuring technical sufficiency for various documents.
</li><li>Participates in program planning and budgeting requirements.
</li><li>Develops comprehensive financial plans and manages budgets while enduring adherence to BRAC PMO polices.
</li><li>Utilizes a critical skillet to perform financial reporting and analysis.
</li><li>Prepares regular reports.
</li><li>Tracks performance
</li><li>Provides insightful analysis to aid decision-making
</li><li>Provides proactive risk management and compliance where potential program risks are identified and mitigated while ensuring adherence to all relevant policies and guidelines.
</li><li>Drives process improvement by identifying and implementing enhancements to procedures and controls.
</li><li>Conducts in-house research, assessments, and assists in preparing memorandums, letters and other high-level correspondence.
</li><li>Provides briefings, both written and oral on outcome of meetings and briefings and on the status of applicable BRAC programs.
</li><li>Maintains a high level of program awareness by regularly attending staff meetings, formal briefings, and informal financial management/budgeting sessions.
</li>Performs other job-related duties as assigned<br>
<li>
</li></ul><p></p><div><b>Financial Program Specialist Experience, Education, Skills, Abilities requested:
</b></div><ul><li><p>Bachelor&rsquo;s Degree from an accredited college or university
</p></li><li><p>Minimum of six (6) years of financial and/or budgeting experience required.
</p></li><li><p>Experience with government programs, preferably Navy or DOD is desired, but not required.
</p></li><li><p>Experience directing financial policies that ensured compliance with fiduciary responsibilities, statutory requirements, regulations, procedures, and policies is desired, but not required.
</p></li><li><p>Competence in analyzing reports and data derived from financial systems, and, capable of identifying strengths and deficiencies.
</p></li><li><p>Experience resulting in the optimum use and control of financial resources for an organization/agency is desired.
</p></li><li><p>Experience as a financial advisor and technical expert to senior leaders is desired
</p></li><li>Strong organizational, communication, interpersonal, and computer skills.
</li><li>Ability to work independently to assess priorities and manage daily coordination of details with minimal supervision.
</li><li>Ability to meet requirements for a Level III Secret Clearance is required.
</li><li>Must pass pre-employment qualifications of Cherokee Federal.</li></ul></div>

Financial Program Specialist

Dana-Farber Cancer Institute

<div><div><div><div>Job Ref:</div><div>
JR-5367</div></div><br>
<div><div>Location:</div><div>
450 Brookline Ave, BOSTON, MA 02215</div><br>
</div>
<div><div>Category:</div><div>
Finance/Accounting</div></div><br>
<div><div>Employment Type:</div><div>
Full time</div></div><br>
<div><div>Work Location:</div><div>
Remote: occasional onsite</div></div><br>
<div></div><div><div>Salary/Pay Rate:</div><div>
$49,700.00 - $59,500.00 per year</div>
</div></div><p><b>Overview</b></p>
<p></p><div><div>The Financial Clearance Specialist serves as a patient liaison for pre-service financial clearance at Dana-Farber Cancer Institute (DFCI) and engagement throughout the patient&rsquo;s financial experience. Reporting to, and under close direction of, the Access &amp; Financial Engagement Supervisor, the Financial Clearance Specialist is responsible for managing all work related to financial clearance of new or prospective patients at DFCI and ongoing authorization for patients with out-of-network/high risk insurance plans. Working in a fast-paced, high-volume, dynamic environment, the Financial Clearance Specialist will demonstrate a strong understanding of payer coverage policies while ing appropriate payer guidelines to all aspects of out-of-network financial clearance. With guidance, the Financial Clearance Specialist will create accurate authorization requests and thorough and concise documentation, monitor requests for decision and communicate to the appropriate stakeholders, including the patient. This role requires attention to detail, the ability to multitask and think strategically, as well as a commitment to service excellence with the goal of protecting the financial interests of both patients and the Institute.<p>
Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS, and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.</p><p><b><br>
PRIMARY DUTIES AND RESPONSIBILITIES:</b></p><p>
With supervision, the Financial Clearance Specialist I:</p><ul><li>
Reviews and monitors new patient daily appointment record and identifies and prioritizes patients with insurance plans that require prior authorization.</li><li>
Verifies insurance benefits, utilizing automated eligibility systems, payer portals, and/or telephone communication.</li><li>
Accurately and courteously communicates financial clearance process to patients, including a high-level benefits explanation, network status of DFCI for their plan, and authorization/ referral requirements; assists patients with resolving insurance related issues prior to initiating treatment.</li><li>
Reprioritizes work to respond to requests for clearance for clinically urgent patients and produces high quality work under time constraints.</li><li>
Monitors established patient work queues to ensure required authorization and/or referrals are obtained prior to service being rendered and within payer guidelines.</li><li>
Works with patient and/or Primary Care Physicians to complete payer-specific prior authorization request forms and applies appropriate guidelines to prior authorization requests.</li><li>
Responds to health plan-reviewed prior authorization requests that do not meet initial policy criteria. Works with the health plan to resolve issues and/or coordinate appropriate provider-to-health plan interventions (e.g., peer-to-peer discussions, letters of medical necessity, provider-initiated appeals, etc.).</li><li>
Effectively communicates with appropriate DFCI staff (e.g., New Patient Representatives, New Patient Coordinators, Established Patient Schedulers, clinical team) regarding financial clearance status.</li><li>
Maintains accurate, thorough, and complete records related to financial clearance activities to support post-claim denial workflows.</li><li>
Completes assigned work queues, projects, and other duties as directed.</li><li><p><br>
</p><p><b>KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:</b></p></li><li>
Strong customer service and communication skills, both written and verbal.</li><li>
Strong relationship building skills and collaboration abilities.</li><li>
Solid analytical and problem-solving skills.</li><li>
Ability to prioritize work with direction within established policies and meet pre-determined deadlines in a fast-paced environment.</li><li><b>
Ability to work with sensitive patient information and maintain confidentiality; ability to use good judgment, tact, and sensitivity.</b></li><li>
Working knowledge of Epic or other hospital information systems.</li><li>
Demonstrated knowledge of third-party payer rules and regulations.</li><li>
Proficiency in Microsoft Office preferred</li></ul><ul><li><b>
MINIMUM JOB QUALIFICATIONS:</b><br>
Minimum Education:<br>
High school diploma or GED, Bachelor&rsquo;s Degree preferred<br>
<br>
Minimum Experience:</li><li>
2-3 years of relevant work experience, such as hospital/physician office, prior authorization, financial counseling and/or billing experience.
</li><li>Other relevant experiences include, but are not limited to healthcare/business administration, training or instructional design, health insurance, medical policy review, and/or pharmacy support.</li></ul><p>
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are committed to having faculty and staff who offer multifaceted experiences. Cancer knows no boundaries and when it comes to hiring the most dedicated and compassionate professionals, neither do we. If working in this kind of organization inspires you, we encourage you to .</p><p>
Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.
</p><h3 class="jobSectionHeader"><b>EEO Poster</b></h3>
.<p>
Pay Transparency Statement</p><p>
The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate&rsquo;s relevant experience, skills and qualifications.</p><p>
For union positions, the pay range is determined by the Collective Bargaining Agreement (CBA).</p>
$49,700.00 - $59,500.00</div></div></div><p></p>

Financial Clearance Specialist

Del Norte Credit Union

<div>Description:
<p>
The BXP Specialist provides professional, friendly, and efficient service to members by assisting with financial transactions and account management. Responsibilities include processing deposits, loan payments, cashier&rsquo;s checks, and other account services, maintaining and balancing cash daily, and answering inquiries about products and services. The BXP Specialist promotes member education, identifies opportunities to recommend credit union solutions, and ensures compliance with regulations while contributing to the success of the branch and organization.</p><p><b>
Join Our Team at Del Norte Credit Union!</b><br>
We&rsquo;re more than a financial institution, we&rsquo;re a community. Guided by our mission of Improving Lives and vision of being Authentically New Mexico, we embrace Del Norte&ntilde;o Pride, reflecting our commitment to community, culture, and connection. Recently recognized as a Platinum-Level Family Friendly Business, we value People Focus, Collaboration, and Continuous Learning.</p><p><b>
Location</b></p><p>
Southern Branch in Rio Rancho, NM</p><p><b>
Schedule</b></p><p>
Schedule requires supporting Monday &ndash; Saturday member service hours.</p><p><b>
Essential Functions &amp; Responsibilities:</b></p><p>
Level I &amp; II :</p><ul><li>
Assist members of the credit union with their financial needs in a professional, friendly, knowledgeable, and timely manner.</li><li>
Demonstrate a working knowledge of the applicable core system, including loan and deposit platforms.</li><li>
Process paying and receiving transactions to include: deposits, loan payments, cashiers checks, and issuance of gift and travel cards, closing accounts, stop payments, address file maintenance, answering questions about products and services, and problem resolution. Maintain and balance operating cash daily.</li><li>
Maintain and balance operating cash daily</li><li>
Greet members/guests to establish rapport and direct to appropriate area.</li><li>
Promote a needs based member education culture within the branch to identify opportunities to promote credit union products and services to live DNCU&rsquo;s mission of improving lives while meeting and/or exceeding established member education goals.</li><li>
Work effectively in a team environment contributing to the success of the branch and organization.</li><li>
Comply with all regulations, security procedures, and complete all mandatory annual compliance courses.</li><li>
Perform other related job duties as assigned.</li></ul><p><b>
Salary</b></p><p>
Level I: $16.13 &ndash; $20.17 per hour</p><p>
Level II: $17.81 &ndash; $22.27 per hour</p><p><i>
New hires are typically brought in between the range minimum and maximum based on qualifications, internal equity, and budget.</i></p><p><b>
Performance Measurements:</b></p><p>
This role is eligible for a $1.00 per hour differential. This differential will be added to your hourly rate. If you depart this role, your hourly rate will be REDUCED by this $1.00 per hour differential.</p><p><b>
Benefits:</b></p><ul><li>
Medical, Dental and Vision insurance. Available the first of the month following date of hire.</li><li>
401(k) - Traditional or Roth</li><li>
Spanish Speaking Incentive</li><li>
Paid Time Off</li><li>
Eleven paid holidays/year</li><li>
Employer-Paid Benefits: Employee Assistance Programs (EAP), Short-Term &amp; Long-Term disability</li><li>
Other great benefits: Wellness Reimbursement Plan, Educational Reimbursement Program and Development Programs.</li></ul>
Requirements:
<p><b>
Experience:</b></p><p>
Level I:</p><p>
A minimum of six months of similar or related experience. Strong cash handling and customer service experience.</p><p>
Level II:</p><p>
One year to three years of similar or related experience.<br>
A minimum of two years of teller experience. Experience in multi-tasking, strong attention to detail, cross-selling, and problem resolution while providing excellent customer/member service experience.</p><p>
Senior:</p><p>
Three years to five years of similar or related experience.</p><p><b>
Education:</b></p><p>
A high school education or GED.</p><p><b>
Interpersonal Skills:</b></p><p>
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.</p><p><b>
Other Skills:</b></p><p>
Ability to handle sensitive information with complete confidentiality and professionalism<br>
Professional appearance and demeanor<br>
Provide excellent and knowledgeable service to our members, both internal and external by adhering to our core values<br>
Conduct themselves and members fairly, ethically, and with confidence<br>
Successful job performance involves meeting and/or exceeding teambuilding, interpersonal, relationship building, and technical skills outlined in other duties and responsibilities<br>
Must have good communication and PC skills<br>
Critical thinker and effective problem solver<br>
Collaborative service skills<br>
Willing and eager to exceed expectations; demonstrated excellence in all aspects of service delivery operations<br>
Demonstrated proficiency with 10-key calculator, Windows, and other MS Office products and applications</p><p><b>
Physical Requirements:</b></p><p>
This position is primarily sedentary and requires the ability to remain seated or standing for extended periods while operating a computer and other office equipment. Manual dexterity is needed for typing, using a mouse, and handling documents. The role may involve occasional reaching, bending, or manipulating objects, as well as light lifting of up to 50 pounds. Visual and auditory acuity are required for reading documents, creating content, and communicating effectively. Reasonable accommodations will be provided to enable individuals with disabilities to perform essential job functions.</p><p><b>
Work Environment</b></p><p>
The role requires occasional travel between branch locations and may include periodic extended hours to meet project deadlines or support events. Employees may experience occasional exposure to outdoor conditions while traveling.</p></div>

Branch Experience Specialist (Teller) - Rio Rancho, NM

Qiddiya Investment Company

<div><p>The Specialist &ndash; Development FP&amp;A will support financial planning, budgeting, forecasting, and performance analysis activities across development projects and business units. The role is responsible for providing financial insights, supporting strategic decision-making, ensuring data accuracy, and contributing to the preparation of management reports, forecasts, and financial models.</p>
Key Responsibilities<ul><li><b>
Assist in preparing annual budgets and rolling forecasts across departments.</b></li><li><b>
Collaborate with accounting and operations teams to ensure data consistency.</b></li><li><b>
Respond to ad hoc data requests and support business requests when needed.</b></li><li><b>
Collaborate with business units to gather financial data and validate assumptions</b></li><li><b>
Support the annual budgeting process by collecting data and coordinating with departments.</b></li><li><b>
Ensure accurate and timely monthly/quarterly generation of reports</b></li><li>
<b>Support on PR requests
</b></li><li><b>analyze trends in revenue, expenses, and other financial metrics</b>
</li><li><b>Participate in financial system updates and reporting automation</b></li><li><b>
Support internal and external audit requirements related to FP&amp;A activities.</b></li></ul><br>
<b>
Requirements</b><br>
<ul><li>
A minimum of a bachelor&rsquo;s degree in accounting / finance / (or) business management or master&rsquo;s degree is preferred</li><li>
Professional certification such as a CPA, CA, ACCA, or CMA is preferred
</li><li>3-6 years of experience in development / understanding Leisure &amp; Entertainment / (or) Real Estate Sectors</li><li>
 Brings a combination of financial experience, with main focus on the Robotic process automation, Digital Finance and ability to analyze large amounts of raw data
</li><li>Top Tier Consulting Firm with in-depth knowledge / understanding of Development / (or) Leisure &amp; Entertainment / (or) Real Estate Sectors Strong communication skills to all levels of the organization</li></ul></div>

Specialist - Development Financial Planning & Analysis

Republic Finance

<div>Overview:
<div>
Are you looking for a long-term opportunity with a growing financial services company that <b>rewards performance</b> and <b>gives back to its community</b>? If so, please read on!</div><div></div><div><br>
This position earns a <b>competitive salary</b> of<b> $32,000 per year </b>(paid hourly), plus an <b>uncapped monthly bonus that averages $8,000 annually</b>! In addition, we offer<b> amazing benefits and perks</b>, including <b>health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, and short and long-term disability</b>. If this sounds like the right opportunity in the financial services industry for you, apply today!</div><div></div><div><br>
As a Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. The successful candidate will posses a professional demeanor, outgoing/positive attitude, reliability, and excellent oral and written communication skills.</div><div></div><div><b><br>
ABOUT REPUBLIC FINANCE</b></div><div></div><div><br>
We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and <b>we continue to expand into new states each year</b>! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.</div><div></div><div><br>
Our growing company offers a bright future for our employees. We work to provide a <b>clear career path and many growth opportunities</b> for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering <b>great benefits and competitive pay and by rewarding performance.</b></div><div></div><div><br>
Job responsibilities are as follows:</div><br>
<div></div><ul><li>
Actively seeks opportunities to originate new loan business with new and existing customers.</li><li>
Evaluates customer needs to recommend the best consumer loan and voluntary product solutions.</li><li>
Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants.</li><li>
Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.</li><li>
Takes ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans.</li><li>
Closes loans, assembles loan folders, and breaks down files as well as other miscellaneous tasks.</li><li>
Consistently meets or exceeds loan goals.</li><li>
Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio.</li><li>
Applies analytical skills to quickly and efficiently resolve any customer issues.</li><li>
Processes insurance claims, follow-ups and payments daily and maintains insurance log.</li><li>
Provides excellent customer care through daily transactions, customer inquiries and problem resolution.</li><li>
Answers incoming phone calls; checks branch&rsquo;s voicemail.</li><li>
Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance.</li></ul>
Requirements:
<ul><li>High school diploma or equivalent.</li><li>
Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based).</li><li>
Professional demeanor, positive attitude, strong communication and customer relations skills are a must.</li><li>
Ability to work in a high-performing, fast-paced, goal-oriented, team environment.</li><li>
Ability to successfully navigate priorities while paying close attention to details.</li><li>
Basic computer skills and familiarity with Windows &amp; Microsoft Office.</li><li>
Ability to meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.</li><li>
Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state&rsquo;s department of insurance.</li></ul>
Benefits:
<div>
We offer a competitive compensation and benefits package including:</div><br>
<div></div><ul><li>
Health, Dental, &amp; Vision Insurance</li><li>
15 days of Paid Time Off (PTO) to start + 1 additional personal day</li><li>
401k + employer match</li><li>
Company provided Life Insurance &amp; Long Term Disability</li><li>
Employee Assistance Program - Confidential mental health support</li></ul><div></div><div><br>
Additional benefits with Republic Finance include:</div><br>
<div></div><ul><li>
Access to LinkedIn Learning's library of 10,000+ professional development courses</li><li>
Employee of the Month Program</li><li>
Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital</li><li>
Professional offices with a friendly team environment</li><li>
Monthly incentive bonus pay</li><li>
Internal promotions</li></ul><div></div><div><i><br>
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.</i></div></div>

Consumer Loan Specialist - Sales Customer Service

Deutsche Bank

<div>
 <strong>
  Position Overview
  <br/>
  <br/>
 </strong>
 <strong>
  Details of the Division and Team:
  <br/>
  <br/>
 </strong>
 The Private Bank (PB) combines Deutsche Bank&rsquo;s private client&rsquo;s business in Germany and its international business with private and commercial clients together with Wealth Management in a single division.
 <br/>
 <br/>
 As a trusted partner of high-net-worth individuals and companies, family offices and foundations, we create lasting value for our clients by developing tailor-made solutions such as wealth planning, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network and our many years of experience.
 <br/>
 <br/>
 <strong>
  What we will offer you:
  <br/>
  <br/>
 </strong>
 A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and wellbeing at its center.
 <br/>
 <br/>
 <strong>
  You can expect:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Life Insurance
  </li>
  <li>
   Accidental Death Insurance
  </li>
  <li>
   Permanent Partial Disability Insurance
  </li>
  <li>
   Private Medical Insurance for you, your spouse and dependent children
  </li>
  <li>
   Flexible working arrangements
  </li>
  <li>
   30 days of annual paid leave, plus public holiday &amp; Flexible Working Arrangement
  </li>
  <li>
   DB contributions to Employee Workplace Savings "Gosi&rdquo; plan (for Saudi nationals only)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your key responsibilities:
  <br/>
  <br/>
 </strong>
 As an Operations Specialist, you will support the Private Banking business for Saudi Arabia &ndash; specifically the DSSA platform. The role holder will work closely with the local Front Office team (Business Heads, Relationship Managers (RM), Client Service Executives, Investment Manager), Compliance, Legal, Anti Financial Crime (AFC) and Business Management Team.
 <br/>
 <br/>
 <ul>
  <li>
   Support the Front Office throughout the complete new customer adoption process, coordinating, and reviewing of legal documentation, ensuring accurate account creation in DB systems, and participating in meetings to support complex account structures and Know Your Client requirements.
  </li>
  <li>
   Collaborate closely with the Front Office, COO, and relevant stakeholders to implement new products, support business growth, manage client data modifications, oversee account closures, and deliver best‑in‑class client service.
  </li>
  <li>
   Provide and oversee critical operational services enabling the delivery of innovative and complex financial products, ensuring compliance with all applicable regulations and internal policies, while proactively tracking operational progress and following up with RMs/IMs.
  </li>
  <li>
   Participate in the continuous assessment of onboarding and static data processes, recommending and implementing enhancements to improve efficiency, robustness, and overall operational quality.
  </li>
  <li>
   Advise on process exceptions and complexities, offering comprehensive expertise and ensuring effective alignment with operational and regulatory standards.
  </li>
  <li>
   Collaborate with offshore Wealth Management teams to ensure seamless service delivery and operational support across locations.
  </li>
  <li>
   Offer subject matter expertise and work with the Agile organization to implement projects.
  </li>
  <li>
   Take on additional responsibilities aligned with personal development, and performing any other tasks assigned by the team supervisor.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  W
 </strong>
 <strong>
  hat we look for:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Motivated professional who like to work in a team, have excellent interpersonal skills and willingness to learn.
  </li>
  <li>
   You should not only be passionate about financial topics and the capital market but also have a strong interest in expanding your knowledge on Private Bank business.
  </li>
  <li>
   You can build on your outstanding academical achievements and benefit from working in a professional and diverse environment with some of the best minds in banking.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your skills and experience:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Education: Bachelor degree in economic or financial a must - Master degree a plus.
  </li>
  <li>
   Language: Fluent English skills compulsory
  </li>
  <li>
   Experience: 3 to 5 years of experience ideally in Operations in an International Private Bank.
  </li>
  <li>
   MS Office Proficiency: Advanced skills in using Excel/PowerPoint/Word
  </li>
  <li>
   Communication Skills: Excellent written and verbal communication skills for interacting with diverse stakeholders.
  </li>
  <li>
   Interpersonal Skills: Ability to build relationships, work effectively in teams, and collaborate with others across different locations.
  </li>
  <li>
   Problem-Solving Skills: Ability to identify and solve problems, often under pressure.
  </li>
  <li>
   Time Management: Ability to prioritize tasks, manage time effectively, and meet deadlines.
  </li>
  <li>
   Adaptability: Willingness to learn new skills and adjust to changing priorities and situations.
  </li>
  <li>
   Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  How we&rsquo;ll support you:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Flexible working to assist you balance your personal priorities
  </li>
  <li>
   Coaching and support from experts in your team
  </li>
  <li>
   A culture of continuous learning to aid progression
  </li>
  <li>
   A range of flexible benefits that you can tailor to suit your needs
  </li>
  <li>
   Training and development to help you excel in your career
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About us and our teams:
  <br/>
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  Deutsche Bank &amp; Diversity
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 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
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Private Bank – Operations Specialist, DSSA - Associate

Pensacola State College

<div><h3 class="jobSectionHeader"><b>Join the PSC family and connect with accomplished and diverse colleagues who inspire and innovate students and transform lives and futures. Along with helping our students reach their goals, Pensacola State makes career fulfillment a reality.
</b></h3><p></p><h3 class="jobSectionHeader"><b>Job Description:<br>
</b></h3><p><br>
<b>Job Description
</b></p><p>The Student Financial Specialist assists in overseeing the College&rsquo;s Sponsor Contracts, student accounts, and cash collections. This individual is responsible for providing quality customer service to students, faculty, staff, administration, and third-party entities. Reports to the Coordinator, Student Financial Services.<br>
</p><br>
<p><b>Duties and Responsibilities:
</b></p><ul><li>Determines the student&rsquo;s individual needs; provides information to students, parents, and prospective students as appropriate.
</li><li>Interacts daily with students face-to-face, via telephone, email, and remote communication.
</li><li>Communicates effectively, both verbally and in writing. Summarizes conversations to student files for future reference.
</li><li>Initiates phone calls to collect required documentation and payments.
</li><li>Empowers students to utilize online services, portals, and webpages.
</li><li>Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms. Receipts incoming monies including tuition and invoice payments and departmental deposits.
</li><li>Handles confidential material and communications and adheres to FERPA.
</li><li>Refers students seeking a monthly tuition payment plan to the College&rsquo;s third-party provider. Updates installment amounts after schedule adjustments or financial aid awards are posted. Ensure all account balances are accurate prior to refund dates. Monitors data imports to student accounts for designated programs.
</li><li>Prepares itemized invoices for use of college services, facilities, workforce development, apprenticeship programs, and dual enrollment education. Keeps appropriate records and ensures payments are received in a timely manner.
</li><li>Sorts mail and performs data entry, filing, scanning, and accurate record keeping.
</li><li>Perform billing for College receivables for student accounts, third-party sponsor accounts, and government agency programs. Attain and maintain working knowledge of payor requirements as designated.
</li><li>Investigate and respond to inquiries (internal &amp; external) regarding invoice/payment status.
</li><li>Reconcile accounts and prepare Ad Hoc Payments to return funds to third-party sponsors as directed.
</li><li>Monitor receivables for non-payment, delayed payments, and other irregularities as directed.
</li><li>Research, prepare, process, and distribute College or department-required paperwork, including but not limited to student account adjustments, student statements of account, etc.
</li><li>Responsible for knowing and conforming to all safety practices and regulations that apply to this specific area and position. Unsafe conditions should be reported to the immediate supervisor and to the Pensacola State College Police Department/Public Safety.
</li>Performs other duties as assigned.<br>
<li>
</li></ul><br>
<p><b>Essential Functions:
</b></p><ul><li>Ability to prioritize work, meet deadlines, attention to detail, and follow through on assignments with minimal supervision.
</li><li>Ability to exercise initiative in maintaining professional contacts within the college for the purpose of expediting department work.
</li><li>Advanced computer skills to include multitasking in an electronic environment.
</li><li>Ability to work effectively in a diverse community and meet the needs of diverse student populations.
</li><li>Ability to sit at a desk and view a display screen for extended periods of time.
</li><li>Ability to demonstrate professional and discretionary communication skills via electronic, verbal, written, and face-to-face interactions.
</li>Must provide excellent customer service through appropriate written and verbal communication, including, but not limited to, telephone, email, voicemail, and written correspondence.<br>
<li>
</li></ul><br>
<p><b>Minimum Qualifications </b>: Graduation from an accredited institution with an associate degree and two years of accounting or bookkeeping experience. Experience with spreadsheet/database applications. Related appropriate work experience may be substituted on a year-to-year basis for the required education. Successful results of a criminal background check are required.<br>
</p><br>
<p>*Per F.S. 295.065 &ndash; Certain servicemembers and veterans, and the spouses and family members of such servicemembers and veterans, will receive preference and priority, and certain servicemembers may be eligible to receive waivers for postsecondary educational requirements.<br>
</p><br>
<p>Pursuant to College policy, it is an employment eligibility requirement for an applicant to meet the requirements of &sect; 435.04(2), Florida Statutes, related to background investigations. Any person failing to meet the requirements of the statute will be deemed not qualified to hold employment in this position. A Florida Department of Law Enforcement (FDLE) approved background check will be conducted on every successful candidate as a condition of employment, and any person who fails to disclose any adverse information contained in the background investigation at the time of submitting the employment application will be disqualified from employment.<br>
</p><br>
<p><b>ANNUAL SALARY: $36,400.00 ($18.67/hour)<br>
</b></p><br>
<p><b>SUPPLEMENTAL MATERIALS: </b>All supplemental materials must be submitted electronically via the Workday applicant portal. For questions or to obtain assistance uploading the supplemental materials, contact HR Recruiting at HRrecruiting@pensacolastate.edu .<br>
</p><br>
<p><b>APPLICATION DEADLINE: Open Until Filled </b>&ndash; Review of applications will begin <b>June 15, 2026 </b>. The online application and supplemental application materials must be received by <b>June 14, 2026, </b>to receive full consideration.<br>
</p><p></p><br>
<p>Pensacola State College offers a comprehensive benefits package for health, dental, vision, hospitalization, and supplemental insurance benefits through the State of Florida&rsquo;s Group Insurance Program. All employees in established, eligible positions are members of the Florida Retirement System from their first day of employment. Other benefits offered include participation in the wellness program, tuition waivers, educational opportunities, and paid sick leave. Additional leave types are position specific.
</p><p></p><p><i>Pensacola State College does not discriminate against any person on the basis of race, ethnicity, national origin, color, sex, age, religion, marital status, pregnancy, disability, sexual orientation, gender identity, or genetic information in its educational programs, activities, or employment. For inquiries regarding Title IX and the College&rsquo;s nondiscrimination policies, contact the Executive Director of Equal Opportunity Compliance at (850) 484-1759, Pensacola State College, 1000 College Blvd., Pensacola, Florida 32504.</i></p></div>

Student Financial Specialist

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