We are seeking to multiple Senior Client Service Representatives (English and Bilingual Spanish) to join our team in our Utica, NY location. Successful candidates would have a minimum of one year of Customer Service Experience.
As a Bank of America Senior Client Services Representative, the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. At Bank of America, we are passionate about what we do and always search for people who embrace the same passion for customer service and strive for excellence to join us.
Our people are the foundation for responsible growth . Responsible growth means we will grow — with no excuses — by focusing on our clients and customers, managing risk well and driving long-term sustainability. Sustainability includes: being a great place to work, achieving operational excellence and sharing success with all those we serve. We deliver on our promise of being a great place to work by:
Being an inclusive workplace for our diverse employees around the world
Creating opportunities for employees to develop and grow
Recognizing and rewarding performance
Supporting employees’ physical, emotional and financial wellness
If this sounds like an opportunity for you, please register to attend our upcoming hiring event.
For successful registration , please email Michelle Jones at MJones94@bankofamerica.com to confirm your attendance.
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
You may park in any unreserved spot available. Please check in with security upon arrival with your photo ID.
Jan 15, 2019
Full time
We are seeking to multiple Senior Client Service Representatives (English and Bilingual Spanish) to join our team in our Utica, NY location. Successful candidates would have a minimum of one year of Customer Service Experience.
As a Bank of America Senior Client Services Representative, the employee will be responsible for providing a seamless delivery of problem resolution to our customers who encounter complex technical online issues with online banking, mobile banking and text banking for deposit and card products. At Bank of America, we are passionate about what we do and always search for people who embrace the same passion for customer service and strive for excellence to join us.
Our people are the foundation for responsible growth . Responsible growth means we will grow — with no excuses — by focusing on our clients and customers, managing risk well and driving long-term sustainability. Sustainability includes: being a great place to work, achieving operational excellence and sharing success with all those we serve. We deliver on our promise of being a great place to work by:
Being an inclusive workplace for our diverse employees around the world
Creating opportunities for employees to develop and grow
Recognizing and rewarding performance
Supporting employees’ physical, emotional and financial wellness
If this sounds like an opportunity for you, please register to attend our upcoming hiring event.
For successful registration , please email Michelle Jones at MJones94@bankofamerica.com to confirm your attendance.
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
You may park in any unreserved spot available. Please check in with security upon arrival with your photo ID.
The Oregon Health Authority is modernizing and expanding their infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with budgeting experience to join an excellent team and work to advance their Fiscal operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with budgeting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the five years.
REQUESTED SKILLS:
Strong working knowledge of the budget process.
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact and changes of rules and regulations.
Solid analytical skills.
Excellent written and verbal communication and presentation skills.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement.
Willingness to work in a collaborative team setting, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Jan 14, 2019
Full time
The Oregon Health Authority is modernizing and expanding their infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with budgeting experience to join an excellent team and work to advance their Fiscal operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with budgeting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the five years.
REQUESTED SKILLS:
Strong working knowledge of the budget process.
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact and changes of rules and regulations.
Solid analytical skills.
Excellent written and verbal communication and presentation skills.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement.
Willingness to work in a collaborative team setting, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Lewis-Clark State College invites applications for the position of Assistant Controller.
Salary based on experience and qualifications: $50,000 - $60,000.
Degree Requirement: Bachelor's in Accounting or Business is required, a Master's degree is preferred.
Required Qualifications:
5 years of experience with fund balance accounting. Knowledge of GAAP and GASB.
Experience preparing financial statements, reports, and analyses.
Excellent technology computer skills, including experience with computer software related to maintaining general ledger, monthly and annual closings, financial data base, financial reporting, document imaging, and Microsoft Office.
Experience managing Accounts Payable.
Experience with capital asset and depreciation accounting.
Exceptional organizational skills, ability to prioritize, effective time manager and multi-tasker.
Experience with supervising staff members and collaborating with multiple departments.
Preferred Qualifications:
Experience in an institution of higher education.
Experience with Ellucian Colleague software.
CPA license.
Experience with the State of Idaho accounting system.
Experience writing financial and administrative policies.
Experience developing, maintaining, and presenting on-line and classroom professional development trainings.
Responsibilities:
Maintain general ledger and GL security. Perform monthly and annual general ledger closings.
Prepare internal financial statements.
Assist in the preparation of quarterly and annual audited financial statements.
Oversee the Accounts Payable function.
Record plant fund accounting, capital assets and depreciation, and State of Idaho DPW projects.
Assist with development and communication of business policies.
Work with external and internal auditors.
Work with Information Technology department to manage networked hardware and software applications, departmental financial reporting and document scanning program.
Work with Purchasing department and State of Idaho to administer the procurement card system.
Oversee travel expense process.
Maintain direct deposit process.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 References
Position will remain open until filled.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer. Alumni of AmeriCorps, Peace Corps, or national service are encouraged to apply.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/973678-141889
Jan 10, 2019
Full time
Lewis-Clark State College invites applications for the position of Assistant Controller.
Salary based on experience and qualifications: $50,000 - $60,000.
Degree Requirement: Bachelor's in Accounting or Business is required, a Master's degree is preferred.
Required Qualifications:
5 years of experience with fund balance accounting. Knowledge of GAAP and GASB.
Experience preparing financial statements, reports, and analyses.
Excellent technology computer skills, including experience with computer software related to maintaining general ledger, monthly and annual closings, financial data base, financial reporting, document imaging, and Microsoft Office.
Experience managing Accounts Payable.
Experience with capital asset and depreciation accounting.
Exceptional organizational skills, ability to prioritize, effective time manager and multi-tasker.
Experience with supervising staff members and collaborating with multiple departments.
Preferred Qualifications:
Experience in an institution of higher education.
Experience with Ellucian Colleague software.
CPA license.
Experience with the State of Idaho accounting system.
Experience writing financial and administrative policies.
Experience developing, maintaining, and presenting on-line and classroom professional development trainings.
Responsibilities:
Maintain general ledger and GL security. Perform monthly and annual general ledger closings.
Prepare internal financial statements.
Assist in the preparation of quarterly and annual audited financial statements.
Oversee the Accounts Payable function.
Record plant fund accounting, capital assets and depreciation, and State of Idaho DPW projects.
Assist with development and communication of business policies.
Work with external and internal auditors.
Work with Information Technology department to manage networked hardware and software applications, departmental financial reporting and document scanning program.
Work with Purchasing department and State of Idaho to administer the procurement card system.
Oversee travel expense process.
Maintain direct deposit process.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 References
Position will remain open until filled.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer. Alumni of AmeriCorps, Peace Corps, or national service are encouraged to apply.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/973678-141889
The John & Mable Ringling Museum of Art
Sarasota, FL, USA
Department
The John & Mable Ringling Museum of Art is located in Sarasota, Florida. For more about the Ringling, please see the "Other Information" section.
Responsibilities
The Accounting Specialist is responsible for accurate preparation of financial reports and reconciliation of accounting data for the Ringling Museum of Art. Responsibilities of the position include: Compiling financial reports and statements used by the department to support sound financial decisions, including but not limited to, monthly operations and projects reports. Manages the preparation, review and dissemination of financial reports for the Ringling and New College Joint Chiller Plant & Ringling’s general utilities. Prepares data for Chiller Plant invoicing. Prepares, maintains, and performs financial analysis of the Chiller Plant’s operation metrics. Develops management reports and participates in any projects designed to expand or enhance the financial or operational systems to meet departmental needs. Prepareing monthly financial statements for The Ringling Museum’s E&G, Auxiliaries, and Foundation budgets. Reconciles department ledgers in OMNI and Ringling Accounts in Financial Edge. As part of the reconciliation process, assists with monitoring of the department's financial transactions such as requisitions, purchases orders, travel authorizations, and expense reports. Notifies the department of any discrepancies that are noted and prepares correcting journal entries. Monitors correcting journal entries to ensure the accuracy of financial reports. Produces reports or statements for management, Ringling Foundation Board, and FSU as needed. Ensuring sound environment of internal controls and compliance by monitoring and reviewing policies on an ongoing basis. Performs periodic fiscal audits of departmental staff products to ensure internal controls are adequate and to ensure compliance with University policies and procedures. Makes recommendations to the Assistant Director of Budget and Finance and Senior Accounting Specialist in the development of departmental policies to improve internal control procedures and ensure compliance with the University policies and procedures. Serving as back-up for others in the Accounting department for any necessary budgetary functions and other fiscal related duties as needed.
Qualifications
Bachelor's degree in Accounting, Finance or related field and two years’ experience or a combination of post high school education and experience equal to six years. Knowledge of the concepts, principles, and practices of accounting, budgeting, and preparation of financial reports. Ability to review and reconcile financial data for accuracy, completeness, and compliance. Knowledge of and ability to apply Generally Accepted Accounting Principles (GAAP). Knowledge of the principles and practices of fiscal control systems. Ability to prioritize, organize and perform multiple work assignments simultaneously. Ability to meet project deadlines. Ability to establish and maintain effective working relationships. Ability to communicate effectively verbally and in writing.
Preferred
Previous experience with OMNI. Previous experience with Financial Edge. Previous experience working in non-profit and/or governmental accounting. Previous experience in public accounting.
Other Information
The Ringling is a preeminent center for the arts, history, performance, and learning that is dedicated to bringing the past and contemporary culture to life through extraordinary visitor experiences. From its inception, The Ringling has joined the diverse visual traditions and theatrical spectacle of yesterday with the genre-defying global practitioners of today. A place of exploration, discovery and respite, The Ringling's campus in Sarasota, Florida (which includes the Museum of Art, Circus Museum, a historic home, an 18th-century theater and bayfront gardens) is listed on the National Register of Historic Places. As the State Art Museum of Florida and part of Florida State University, The Ringling fulfills an important educational mission. The Ringling offers formal and informal programs of study serving as a major resource for students, scholars and lifelong learners of every age across the region, country, and around the world. For more information, please visit www.ringling.org.
Contact Info
For more information, or for technical assistance, please contact Ringling Human Resources at 941-359-5700 ext. 2605 or employment@ringling.org.
Anticipated Salary Range
Anticipated Salary Range will be between $35,000 and $45,000 + Florida state benefits available. (http://hr.fsu.edu/?page=benefits/benefits_home)
Pay Plan
This is an A&P (Administrative and Professional) position.
Soft Money Funded Position
This position is time-limited based on soft money funding, with renewal contingent upon available funds and the needs of the University.
Schedule
Primary working hours will be Monday - Friday, 8:00 am to 5:00 pm. Weekends, evenings, and holidays may be required based on the needs of the Ringling.
Criminal Background Check
This position requires successful completion of a criminal history background check, to include fingerprinting. The background check will be conducted as authorized and in accordance with University Policy 4-OP-C-7-B11.
How To Apply
If qualified and interested in a specific job opening as advertised, apply to Florida State University at https://jobs.fsu.edu. If you are a current FSU employee, apply via myFSU > Self Service. Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.
Equal Employment Opportunity
An Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer. FSU's Equal Opportunity Statement can be viewed at: http://www.hr.fsu.edu/PDF/Publications/diversity/EEO_Statement.pdf
Jan 09, 2019
Full time
Department
The John & Mable Ringling Museum of Art is located in Sarasota, Florida. For more about the Ringling, please see the "Other Information" section.
Responsibilities
The Accounting Specialist is responsible for accurate preparation of financial reports and reconciliation of accounting data for the Ringling Museum of Art. Responsibilities of the position include: Compiling financial reports and statements used by the department to support sound financial decisions, including but not limited to, monthly operations and projects reports. Manages the preparation, review and dissemination of financial reports for the Ringling and New College Joint Chiller Plant & Ringling’s general utilities. Prepares data for Chiller Plant invoicing. Prepares, maintains, and performs financial analysis of the Chiller Plant’s operation metrics. Develops management reports and participates in any projects designed to expand or enhance the financial or operational systems to meet departmental needs. Prepareing monthly financial statements for The Ringling Museum’s E&G, Auxiliaries, and Foundation budgets. Reconciles department ledgers in OMNI and Ringling Accounts in Financial Edge. As part of the reconciliation process, assists with monitoring of the department's financial transactions such as requisitions, purchases orders, travel authorizations, and expense reports. Notifies the department of any discrepancies that are noted and prepares correcting journal entries. Monitors correcting journal entries to ensure the accuracy of financial reports. Produces reports or statements for management, Ringling Foundation Board, and FSU as needed. Ensuring sound environment of internal controls and compliance by monitoring and reviewing policies on an ongoing basis. Performs periodic fiscal audits of departmental staff products to ensure internal controls are adequate and to ensure compliance with University policies and procedures. Makes recommendations to the Assistant Director of Budget and Finance and Senior Accounting Specialist in the development of departmental policies to improve internal control procedures and ensure compliance with the University policies and procedures. Serving as back-up for others in the Accounting department for any necessary budgetary functions and other fiscal related duties as needed.
Qualifications
Bachelor's degree in Accounting, Finance or related field and two years’ experience or a combination of post high school education and experience equal to six years. Knowledge of the concepts, principles, and practices of accounting, budgeting, and preparation of financial reports. Ability to review and reconcile financial data for accuracy, completeness, and compliance. Knowledge of and ability to apply Generally Accepted Accounting Principles (GAAP). Knowledge of the principles and practices of fiscal control systems. Ability to prioritize, organize and perform multiple work assignments simultaneously. Ability to meet project deadlines. Ability to establish and maintain effective working relationships. Ability to communicate effectively verbally and in writing.
Preferred
Previous experience with OMNI. Previous experience with Financial Edge. Previous experience working in non-profit and/or governmental accounting. Previous experience in public accounting.
Other Information
The Ringling is a preeminent center for the arts, history, performance, and learning that is dedicated to bringing the past and contemporary culture to life through extraordinary visitor experiences. From its inception, The Ringling has joined the diverse visual traditions and theatrical spectacle of yesterday with the genre-defying global practitioners of today. A place of exploration, discovery and respite, The Ringling's campus in Sarasota, Florida (which includes the Museum of Art, Circus Museum, a historic home, an 18th-century theater and bayfront gardens) is listed on the National Register of Historic Places. As the State Art Museum of Florida and part of Florida State University, The Ringling fulfills an important educational mission. The Ringling offers formal and informal programs of study serving as a major resource for students, scholars and lifelong learners of every age across the region, country, and around the world. For more information, please visit www.ringling.org.
Contact Info
For more information, or for technical assistance, please contact Ringling Human Resources at 941-359-5700 ext. 2605 or employment@ringling.org.
Anticipated Salary Range
Anticipated Salary Range will be between $35,000 and $45,000 + Florida state benefits available. (http://hr.fsu.edu/?page=benefits/benefits_home)
Pay Plan
This is an A&P (Administrative and Professional) position.
Soft Money Funded Position
This position is time-limited based on soft money funding, with renewal contingent upon available funds and the needs of the University.
Schedule
Primary working hours will be Monday - Friday, 8:00 am to 5:00 pm. Weekends, evenings, and holidays may be required based on the needs of the Ringling.
Criminal Background Check
This position requires successful completion of a criminal history background check, to include fingerprinting. The background check will be conducted as authorized and in accordance with University Policy 4-OP-C-7-B11.
How To Apply
If qualified and interested in a specific job opening as advertised, apply to Florida State University at https://jobs.fsu.edu. If you are a current FSU employee, apply via myFSU > Self Service. Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.
Equal Employment Opportunity
An Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer. FSU's Equal Opportunity Statement can be viewed at: http://www.hr.fsu.edu/PDF/Publications/diversity/EEO_Statement.pdf
We are seeking to fill multiple Video Client Services Specialist roles, both English and Bilingual Spanish. Qualified candidates would have at least 1 year of experience working with customers and handling difficult situations with customers. For the Bilingual role, be fluent in both English & Spanish (read, write and speak).
For successful registration, please email Julie Dinnerville at Julie.Dinnerville@bankofamerica.com including your full name, contact phone, email and date of event to confirm your attendance.
Location : Bank of America, 4330 N Picabo ST NE, NM Event Date : Wednesday, January 9th from 2:00 PM – 5:00 PM Position Start Date : February 4th, 2019
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Please check in with security upon arrival with your photo ID.
Thank you for your interest in Bank of America!
Gracias por su interes en Bank of America!
Dec 28, 2018
Full time
We are seeking to fill multiple Video Client Services Specialist roles, both English and Bilingual Spanish. Qualified candidates would have at least 1 year of experience working with customers and handling difficult situations with customers. For the Bilingual role, be fluent in both English & Spanish (read, write and speak).
For successful registration, please email Julie Dinnerville at Julie.Dinnerville@bankofamerica.com including your full name, contact phone, email and date of event to confirm your attendance.
Location : Bank of America, 4330 N Picabo ST NE, NM Event Date : Wednesday, January 9th from 2:00 PM – 5:00 PM Position Start Date : February 4th, 2019
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Please check in with security upon arrival with your photo ID.
Thank you for your interest in Bank of America!
Gracias por su interes en Bank of America!
We are seeking to fill multiple Inbound Call Center Sales Agent roles, both English and Bilingual Spanish. Qualified candidates would have 1+ year of sales experience, which can include cross-selling, upselling, and referrals for products and services. For the Bilingual role, be fluent in both English & Spanish (read, write and speak).
For successful registration, please email Julie Dinnerville at Julie.Dinnerville@bankofamerica.com including your full name, contact phone, email and date of event to confirm your attendance.
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Please check in with security upon arrival with your photo ID.
Location: Bank of America, 4200 Amon Carter Blvd Event Date: Tuesday, January 8th from 1pm-4pm. Position Start Date: February 4th, 2019
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Dec 27, 2018
Full time
We are seeking to fill multiple Inbound Call Center Sales Agent roles, both English and Bilingual Spanish. Qualified candidates would have 1+ year of sales experience, which can include cross-selling, upselling, and referrals for products and services. For the Bilingual role, be fluent in both English & Spanish (read, write and speak).
For successful registration, please email Julie Dinnerville at Julie.Dinnerville@bankofamerica.com including your full name, contact phone, email and date of event to confirm your attendance.
It is required that you send an email for registration to ensure we have your name is listed on the Visitors Log the day of the event.
Attire is business-banking professional. Please bring several copies of your resume. Come prepared to interview as hiring managers and key decision makers will be there.
Please check in with security upon arrival with your photo ID.
Location: Bank of America, 4200 Amon Carter Blvd Event Date: Tuesday, January 8th from 1pm-4pm. Position Start Date: February 4th, 2019
Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
The Oregon Health Authority has a fantastic opportunity for an experienced Budget Analyst to join an excellent team. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Senior Budget Analyst, you will provide support to the Budget Planning and Analysis Unit. This position acts as an extension of the Health Systems Division (HSD) Budget Administrator by acting as a high level budget and policy adviser to OHA leadership. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Budget Analyst , don't delay, apply today!
This is a full-time, permanent position that is classified as management services, non-supervisory and is not represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and five years of professional-level evaluative, analytical and planning experience involving Budget Analysis . OR; Any combination of experience and education equivalent to eight years of professional-level evaluative, analytical and planning experience involving Budget Analysis . REQUESTED SKILLS:
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact of changes to state and federal statutes and regulations.
Strong analytical skills.
Extensive knowledge of budgeting processes.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement on an on-going basis.
Excellent written and verbal communication and presentation skills.
Willingness to collaborate, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Dec 21, 2018
Full time
The Oregon Health Authority has a fantastic opportunity for an experienced Budget Analyst to join an excellent team. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Senior Budget Analyst, you will provide support to the Budget Planning and Analysis Unit. This position acts as an extension of the Health Systems Division (HSD) Budget Administrator by acting as a high level budget and policy adviser to OHA leadership. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Budget Analyst , don't delay, apply today!
This is a full-time, permanent position that is classified as management services, non-supervisory and is not represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and five years of professional-level evaluative, analytical and planning experience involving Budget Analysis . OR; Any combination of experience and education equivalent to eight years of professional-level evaluative, analytical and planning experience involving Budget Analysis . REQUESTED SKILLS:
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact of changes to state and federal statutes and regulations.
Strong analytical skills.
Extensive knowledge of budgeting processes.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement on an on-going basis.
Excellent written and verbal communication and presentation skills.
Willingness to collaborate, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
The Oregon Health Authority is modernizing and expanding their infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with budgeting experience to join an excellent team and work to advance their Fiscal operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with budgeting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the five years.
REQUESTED SKILLS:
Strong working knowledge of the budget process.
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact and changes of rules and regulations.
Solid analytical skills.
Excellent written and verbal communication and presentation skills.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement.
Willingness to work in a collaborative team setting, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Dec 21, 2018
Full time
The Oregon Health Authority is modernizing and expanding their infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with budgeting experience to join an excellent team and work to advance their Fiscal operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with budgeting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration, Economics or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the five years.
REQUESTED SKILLS:
Strong working knowledge of the budget process.
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact and changes of rules and regulations.
Solid analytical skills.
Excellent written and verbal communication and presentation skills.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement.
Willingness to work in a collaborative team setting, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Video Teller Agents (VTA) are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Agents create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Agent must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Able to ( read, write and speak ) fluent in English & Spanish
Desired skills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift
Dec 11, 2018
Full time
Video Teller Agents (VTA) are responsible for processing customer transactions received via ATM with Teller Assist (ATA) accurately and efficiently in a fast-paced environment in accordance with established policies and procedures. Agents create a connection with customers to provide outstanding, personalized service through building customer loyalty courtesy and friendliness, including addressing each customer by name. Must accurately and efficiently process transactions such as customer deposits and cashing checks. Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to manager as appropriate. Use computerized systems for customer authentication, information gathering/validation and processing business as usual, as well as exception transactions. Must have good communication skills in a face to face customer environment and be comfortable being on camera at all times. Agent must act as Bank of America's face to the customer and consistently seek to delight our customers. May be required to identify customers' financial needs, goals and objectives and recommend Bank of America products or solutions. Contribute to a positive team environment in a contact center through 360-degree coaching. May be required to work weekends and/or evening hours and regular, reliable attendance is critical.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Able to ( read, write and speak ) fluent in English & Spanish
Desired skills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift
PeopleTec is currently seeking a Program Analyst (Budget/Financial) to support our Huntsville, AL location.
Candidate will develop, gather and organize aviation program related information; will analyze and format information developed and used to track and evaluate aviation programs. This position requires an analyst with the necessary skills to support and assist in the financial management activities to include the following. Using the General Fund Enterprise Business System (GFEBS) and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations. Participate in program reviews. Provide analyses and budget plans to the Program Manager including monthly program reports, taskers, and information such as- quarterly spend plans, quarterly disbursement plans, fiscal year budget allocations, GFEBS status of funds (SOFs) spreadsheets, labor reporting, an government purchase card transaction reports, and input to the Program Objective Memorandum (POM) submission. Provide assistance in coordinating and developing unfunded requirement (UFR) information papers, and monitor and track travel funding by utilizing the Defense Travel System (DTS) reporting tool for transactions and balances. Preparing financial execution/obligation documents in GFEBS for approval according to approved processes to include- Outbound Military Interdepartmental Purchase Requests (MIPR) PRs, Standard Procurement System (SPS) PRs (which interface directly with the contracting application Procurement Desktop-Defense (PD2) utilized by the Army Contracting Command (ACC)). Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes.
Required Skills/Experience:
Minimum 10+ years of direct related experience with DoD financial and budget.
Experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations.
Ability to work in a fast-paced environment.
Ability to work in a team environment.
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills.
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel.
Travel: May require travel up to 5%.
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in a related field is required.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting) desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/951159-145621
Dec 06, 2018
Full time
PeopleTec is currently seeking a Program Analyst (Budget/Financial) to support our Huntsville, AL location.
Candidate will develop, gather and organize aviation program related information; will analyze and format information developed and used to track and evaluate aviation programs. This position requires an analyst with the necessary skills to support and assist in the financial management activities to include the following. Using the General Fund Enterprise Business System (GFEBS) and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations. Participate in program reviews. Provide analyses and budget plans to the Program Manager including monthly program reports, taskers, and information such as- quarterly spend plans, quarterly disbursement plans, fiscal year budget allocations, GFEBS status of funds (SOFs) spreadsheets, labor reporting, an government purchase card transaction reports, and input to the Program Objective Memorandum (POM) submission. Provide assistance in coordinating and developing unfunded requirement (UFR) information papers, and monitor and track travel funding by utilizing the Defense Travel System (DTS) reporting tool for transactions and balances. Preparing financial execution/obligation documents in GFEBS for approval according to approved processes to include- Outbound Military Interdepartmental Purchase Requests (MIPR) PRs, Standard Procurement System (SPS) PRs (which interface directly with the contracting application Procurement Desktop-Defense (PD2) utilized by the Army Contracting Command (ACC)). Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes.
Required Skills/Experience:
Minimum 10+ years of direct related experience with DoD financial and budget.
Experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations.
Ability to work in a fast-paced environment.
Ability to work in a team environment.
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills.
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel.
Travel: May require travel up to 5%.
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in a related field is required.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting) desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/951159-145621
The Oregon Health Authority is modernizing and expanding their benefits team and currently has a fantastic opportunity for a Fiscal Analyst to, join an excellent team and support the Oregon Educators Benefit Board (OEBB). The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will work to ensure fiscal processes related to budget execution, cash management, invoicing and reconciliation of eligibility to payments are performed according to internal controls and are practiced with program integrity. You will track, organize and reconcile financial data required for managing the daily fiduciary responsibilities of the Oregon Educators Benefit Board (OEBB). In this role, you will serve as a "back-up" for the PEBB Fiscal Analyst and engage in joint PEBB and OEBB fiscal activities. You will oversee all aspects of monthly premium billing, reconciliation and pass-through of over 200 educational entities and over 1,800 "self-pay" members. You will also be responsible for completing the PEBB and OEBB quarterly allotment plans and assist the Financial Coordinator in maintaining expenditure tracking models and cash flow models for benefit programs administered by PEBB and OEBB. Additionally, you will provide project support, fiscal data research and analysis and interact with external partners to ensure compliance with applicable rules, regulations and legal requirements. You will use databases extensively to maintain active financial data repositories and build queries for the purpose of reporting complex fiscal information. You will work as a liaison with educational entities and insurance plans to ensure an accurate pass-through of premiums that match eligibility for benefits. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming our new OEBB Fiscal Analyst , don't delay, apply today!
This is a full-time, permanent position that is unclassified and is not represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree. OR; Three years of experience in management, policy or program analysis, or technical level budgetary support activities. REQUESTED SKILLS:
Solid understanding of generally accepted accounting principles and basics of governmental fund accounting and public budgeting.
Experience in fiscal analysis and budgeting.
Working knowledge of SFMA.
Proficiency in Microsoft Office including Excel, Word, Outlook or similar tools.
Knowledge of the methods and techniques of program analysis and review.
Experience preparing written reports and evaluating facts in relation to rules, regulations and policies.
Strong written and verbal communication and presentation skills.
Experience in promoting a culturally competent and diverse work environment.
Dec 06, 2018
Full time
The Oregon Health Authority is modernizing and expanding their benefits team and currently has a fantastic opportunity for a Fiscal Analyst to, join an excellent team and support the Oregon Educators Benefit Board (OEBB). The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Fiscal Analyst, you will work to ensure fiscal processes related to budget execution, cash management, invoicing and reconciliation of eligibility to payments are performed according to internal controls and are practiced with program integrity. You will track, organize and reconcile financial data required for managing the daily fiduciary responsibilities of the Oregon Educators Benefit Board (OEBB). In this role, you will serve as a "back-up" for the PEBB Fiscal Analyst and engage in joint PEBB and OEBB fiscal activities. You will oversee all aspects of monthly premium billing, reconciliation and pass-through of over 200 educational entities and over 1,800 "self-pay" members. You will also be responsible for completing the PEBB and OEBB quarterly allotment plans and assist the Financial Coordinator in maintaining expenditure tracking models and cash flow models for benefit programs administered by PEBB and OEBB. Additionally, you will provide project support, fiscal data research and analysis and interact with external partners to ensure compliance with applicable rules, regulations and legal requirements. You will use databases extensively to maintain active financial data repositories and build queries for the purpose of reporting complex fiscal information. You will work as a liaison with educational entities and insurance plans to ensure an accurate pass-through of premiums that match eligibility for benefits. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming our new OEBB Fiscal Analyst , don't delay, apply today!
This is a full-time, permanent position that is unclassified and is not represented by a union. This position will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree. OR; Three years of experience in management, policy or program analysis, or technical level budgetary support activities. REQUESTED SKILLS:
Solid understanding of generally accepted accounting principles and basics of governmental fund accounting and public budgeting.
Experience in fiscal analysis and budgeting.
Working knowledge of SFMA.
Proficiency in Microsoft Office including Excel, Word, Outlook or similar tools.
Knowledge of the methods and techniques of program analysis and review.
Experience preparing written reports and evaluating facts in relation to rules, regulations and policies.
Strong written and verbal communication and presentation skills.
Experience in promoting a culturally competent and diverse work environment.
Representante Principal de Servicios al Cliente
Descripción del puesto Como Representante Principal de Servicios al Cliente de Bank of America, el empleado será responsable de proporcionarles una resolución de problemas impecable a nuestros clientes que experimenten inconvenientes técnicos complejos en línea con la banca en línea, la banca móvil y la banca por texto para los depósitos y productos de tarjeta. El empleado deberá cumplir y mantener el compromiso con un alto nivel de excelencia en los servicios, utilizando sus habilidades para forjar relaciones y resolver problemas, manejar llamadas difíciles y para casos que se elevan a un nivel superior, alcanzar objetivos de eficacia mensuales y mantener estándares altos de calidad de las llamadas. El tiempo del empleado estará dedicado al teléfono para investigar, solucionar problemas y gestionar las consultas de resolución de servicio. Además de recibir llamadas directas de nuestros clientes, nuestros empleados también atenderán llamadas para casos que se elevan a un nivel superior de una variedad de empleados bancarios internos. El empleado deberá leer rápidamente las actualizaciones frecuentes y el material de aprendizaje, a menudo mientras esté recibiendo una llamada, y deberá ser capaz de aplicar esta información en las llamadas de inmediato y con precisión.
Obligatorio:
Debe tener conocimientos de resolución de problemas de dispositivos móviles y navegadores de Internet.
Experiencia en servicio al cliente de un año, como mínimo.
Capacidad de interactuar de modo efectivo con los clientes, comenzar una conversación, generar entendimiento y manejar objeciones.
Pensamiento crítico sólido, habilidades lógicas y de resolución de problemas junto con habilidades fuertes de lectura y comprensión.
Habilidades de comunicación efectiva para trabajar con diversos clientes.
Ser una persona orientada al detalle y que pueda adaptarse a los cambios mientras recibe comentarios de forma habitual.
Debe sentirse cómodo en un entorno de trabajo acelerado mientras aprende constantemente en el trabajo.
Confiable, impulsado por los resultados y enfocado en los logros.
Aptitud técnica con una habilidad sólida para realizar varias tareas a la vez. Deseable:
Experiencia de un año en un centro de atención telefónica o centro financiero.
Conocimientos financieros o bancarios.
Experiencia con situaciones complejas o de casos que se elevan a un nivel superior.
Disponibilidad actual para tomar turnos:
Disponibilidad para el 2.° turno
Accountable for the successful resolution of all customer requests while providing an exceptional customer service experience to every internal and external client. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle more complex or escalated inquiries by providing differentiated client treatment, seamless delivery of service, and/or fulfillment requests. Will analyze complex scenarios by listening, assessing, and applying critical thinking to accurately identify client needs. Speed to competency is expected. May be required to provide professional written responses using proper spelling and grammar. Will be required to master multiple bank products and possess the ability to retain and deepen client relationships. Will be required to solve complex problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. Must be able to navigate multiple complex systems across different departments and lines of businesses within the bank to fulfill a clients request. Must act as a leader amongst peers and be able to influence as well as coach effectively to help in the overall success of the team. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Must have the ability to work independently and coach less experienced associates. Minimum 3 years of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Must have great customer service and able to multitask
Able to (speak, write and read ) fluent in English & Spanish
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Posting Date: 11/15/2018
Location: Utica, NY, 5701 Horatio St (NY7501), - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Weekly Schedule: Multiple shifts available
Dec 04, 2018
Full time
Representante Principal de Servicios al Cliente
Descripción del puesto Como Representante Principal de Servicios al Cliente de Bank of America, el empleado será responsable de proporcionarles una resolución de problemas impecable a nuestros clientes que experimenten inconvenientes técnicos complejos en línea con la banca en línea, la banca móvil y la banca por texto para los depósitos y productos de tarjeta. El empleado deberá cumplir y mantener el compromiso con un alto nivel de excelencia en los servicios, utilizando sus habilidades para forjar relaciones y resolver problemas, manejar llamadas difíciles y para casos que se elevan a un nivel superior, alcanzar objetivos de eficacia mensuales y mantener estándares altos de calidad de las llamadas. El tiempo del empleado estará dedicado al teléfono para investigar, solucionar problemas y gestionar las consultas de resolución de servicio. Además de recibir llamadas directas de nuestros clientes, nuestros empleados también atenderán llamadas para casos que se elevan a un nivel superior de una variedad de empleados bancarios internos. El empleado deberá leer rápidamente las actualizaciones frecuentes y el material de aprendizaje, a menudo mientras esté recibiendo una llamada, y deberá ser capaz de aplicar esta información en las llamadas de inmediato y con precisión.
Obligatorio:
Debe tener conocimientos de resolución de problemas de dispositivos móviles y navegadores de Internet.
Experiencia en servicio al cliente de un año, como mínimo.
Capacidad de interactuar de modo efectivo con los clientes, comenzar una conversación, generar entendimiento y manejar objeciones.
Pensamiento crítico sólido, habilidades lógicas y de resolución de problemas junto con habilidades fuertes de lectura y comprensión.
Habilidades de comunicación efectiva para trabajar con diversos clientes.
Ser una persona orientada al detalle y que pueda adaptarse a los cambios mientras recibe comentarios de forma habitual.
Debe sentirse cómodo en un entorno de trabajo acelerado mientras aprende constantemente en el trabajo.
Confiable, impulsado por los resultados y enfocado en los logros.
Aptitud técnica con una habilidad sólida para realizar varias tareas a la vez. Deseable:
Experiencia de un año en un centro de atención telefónica o centro financiero.
Conocimientos financieros o bancarios.
Experiencia con situaciones complejas o de casos que se elevan a un nivel superior.
Disponibilidad actual para tomar turnos:
Disponibilidad para el 2.° turno
Accountable for the successful resolution of all customer requests while providing an exceptional customer service experience to every internal and external client. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle more complex or escalated inquiries by providing differentiated client treatment, seamless delivery of service, and/or fulfillment requests. Will analyze complex scenarios by listening, assessing, and applying critical thinking to accurately identify client needs. Speed to competency is expected. May be required to provide professional written responses using proper spelling and grammar. Will be required to master multiple bank products and possess the ability to retain and deepen client relationships. Will be required to solve complex problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. Must be able to navigate multiple complex systems across different departments and lines of businesses within the bank to fulfill a clients request. Must act as a leader amongst peers and be able to influence as well as coach effectively to help in the overall success of the team. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Must have the ability to work independently and coach less experienced associates. Minimum 3 years of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Must have great customer service and able to multitask
Able to (speak, write and read ) fluent in English & Spanish
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Posting Date: 11/15/2018
Location: Utica, NY, 5701 Horatio St (NY7501), - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Weekly Schedule: Multiple shifts available
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs.
As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority.
As a preferred sales agent, you can look forward to
Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.
Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center.
Communicating with clients throughout the entire shift with structured breaks.
Navigating multiple computer systems while interacting with the client.
Listening to, understanding and providing needs-based sales solutions for our clients.
Incentive opportunities for meeting and/or exceeding critical performance standards.
Opportunity for advancement with structured career development paths.
World-class suite of benefits including tuition and child care reimbursement and employee discount programs.
We’ll help you
Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching.
Learn about core banking products and services we provide through Bank of America. Understand
which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.
Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.
You’re a person who (required skills)
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
Is comfortable receiving ongoing performance feedback and coaching.
Is comfortable with ongoing change and learning new technology/processes.
Has a minimum of one year of sales experience with cross-selling, upselling or referring products.
Has at least an intermediate level of proficiency with computers.
Is self-motivated with excellent organizational skills.
Has strong decision-making and problem-solving skills.
2 years of upselling and banking industry ideal
Able to ( speak, read, write ) fluently in English & Spanish
You’ll be better prepared if you have (desired skills)
Experience in the banking/financial industry.
Experience working in a call center.
Experience in telephone sales.
Communications skills and multi-task
We’re a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Nov 28, 2018
Full time
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs.
As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority.
As a preferred sales agent, you can look forward to
Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner.
Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center.
Communicating with clients throughout the entire shift with structured breaks.
Navigating multiple computer systems while interacting with the client.
Listening to, understanding and providing needs-based sales solutions for our clients.
Incentive opportunities for meeting and/or exceeding critical performance standards.
Opportunity for advancement with structured career development paths.
World-class suite of benefits including tuition and child care reimbursement and employee discount programs.
We’ll help you
Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching.
Learn about core banking products and services we provide through Bank of America. Understand
which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.
Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.
You’re a person who (required skills)
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
Is comfortable receiving ongoing performance feedback and coaching.
Is comfortable with ongoing change and learning new technology/processes.
Has a minimum of one year of sales experience with cross-selling, upselling or referring products.
Has at least an intermediate level of proficiency with computers.
Is self-motivated with excellent organizational skills.
Has strong decision-making and problem-solving skills.
2 years of upselling and banking industry ideal
Able to ( speak, read, write ) fluently in English & Spanish
You’ll be better prepared if you have (desired skills)
Experience in the banking/financial industry.
Experience working in a call center.
Experience in telephone sales.
Communications skills and multi-task
We’re a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Accountable for the successful resolution of all customer requests while providing an exceptional customer service experience to every internal and external client. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle more complex or escalated inquiries by providing differentiated client treatment, seamless delivery of service, and/or fulfillment requests. Will analyze complex scenarios by listening, assessing, and applying critical thinking to accurately identify client needs. Speed to competency is expected. May be required to provide professional written responses using proper spelling and grammar. Will be required to master multiple bank products and possess the ability to retain and deepen client relationships. Will be required to solve complex problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. Must be able to navigate multiple complex systems across different departments and lines of businesses within the bank to fulfill a clients request. Must act as a leader amongst peers and be able to influence as well as coach effectively to help in the overall success of the team. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Must have the ability to work independently and coach less experienced associates. Minimum 3 years of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Must have great customer service and able to multitask
Ability to ( speak, write and read ) fluent in English & Spanish
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Location: Phoenix, AZ, SOUTH MOUNTAIN BLDG, 1825 E BUCKEYE RD, - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Weekly Schedule: Multiple shifts available
Nov 27, 2018
Full time
Accountable for the successful resolution of all customer requests while providing an exceptional customer service experience to every internal and external client. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle more complex or escalated inquiries by providing differentiated client treatment, seamless delivery of service, and/or fulfillment requests. Will analyze complex scenarios by listening, assessing, and applying critical thinking to accurately identify client needs. Speed to competency is expected. May be required to provide professional written responses using proper spelling and grammar. Will be required to master multiple bank products and possess the ability to retain and deepen client relationships. Will be required to solve complex problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. Must be able to navigate multiple complex systems across different departments and lines of businesses within the bank to fulfill a clients request. Must act as a leader amongst peers and be able to influence as well as coach effectively to help in the overall success of the team. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Must have the ability to work independently and coach less experienced associates. Minimum 3 years of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Must have great customer service and able to multitask
Ability to ( speak, write and read ) fluent in English & Spanish
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Location: Phoenix, AZ, SOUTH MOUNTAIN BLDG, 1825 E BUCKEYE RD, - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Weekly Schedule: Multiple shifts available
The Oregon Health Authority is modernizing and expanding their IT infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with IT Project Reporting experience to join an excellent team and work to advance their IT operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As an IT fiscal Analyst, you will be responsible for the development, monitoring, reporting, forecasting and analysis of IT project and base budgets. You will manage budget requirements and provide reports to federal partners. In this role, you will participate in both budget development and budget execution by monitoring fiscal operations, analyzing financial data and pursuing fiscal resources such as grants. This will include tracking financial information, analyzing data to identify discrepancies or trends, and forecasting expenditures. You will use financial tools to analyze, compile and write standard and customized financial and budget-related reports. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with IT Project Reporting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 3990 Fairview Industrial Drive SE.
MINIMUM QUALIFICATIONS:
Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. Note: A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years. REQUESTED SKILLS:
Fiscal and budget experience for medium to large scale IT Projects.
Experience using financial and budget systems and tools such as Hyperion or SFMA.
Ability to work on multiple projects simultaneously.
Ability to organize and manage the execution of complex financial activities.
Proficiency in Microsoft Word, and Excel.
Ability to conceptualize and complete projects independently.
Solid understanding of complicated rules, regulations, policies and procedures related to IT projects and programs including Health IT.
Demonstrated ability in preparing and executing a budget with multiple funding sources.
Demonstrated ability in effectively communicating fiscal information, both verbally and in writing, to various, diverse audiences.
Excellent written and verbal communication and presentation skills
Experience in promoting a culturally competent and diverse work environment.
Nov 26, 2018
Full time
The Oregon Health Authority is modernizing and expanding their IT infrastructure and currently has a fantastic opportunity for a Fiscal Analyst with IT Project Reporting experience to join an excellent team and work to advance their IT operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As an IT fiscal Analyst, you will be responsible for the development, monitoring, reporting, forecasting and analysis of IT project and base budgets. You will manage budget requirements and provide reports to federal partners. In this role, you will participate in both budget development and budget execution by monitoring fiscal operations, analyzing financial data and pursuing fiscal resources such as grants. This will include tracking financial information, analyzing data to identify discrepancies or trends, and forecasting expenditures. You will use financial tools to analyze, compile and write standard and customized financial and budget-related reports. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are a Fiscal Analyst with IT Project Reporting experience , don't delay, apply today!
This is a full-time, permanent position that is classified and represented by a union. This position will be located in Salem at 3990 Fairview Industrial Drive SE.
MINIMUM QUALIFICATIONS:
Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. Note: A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years. REQUESTED SKILLS:
Fiscal and budget experience for medium to large scale IT Projects.
Experience using financial and budget systems and tools such as Hyperion or SFMA.
Ability to work on multiple projects simultaneously.
Ability to organize and manage the execution of complex financial activities.
Proficiency in Microsoft Word, and Excel.
Ability to conceptualize and complete projects independently.
Solid understanding of complicated rules, regulations, policies and procedures related to IT projects and programs including Health IT.
Demonstrated ability in preparing and executing a budget with multiple funding sources.
Demonstrated ability in effectively communicating fiscal information, both verbally and in writing, to various, diverse audiences.
Excellent written and verbal communication and presentation skills
Experience in promoting a culturally competent and diverse work environment.
The Oregon Health Authority is modernizing and expanding their agency operations and currently has a fantastic opportunity for two experienced Fiscal Analysts to join an excellent team and work to build and further advance their mission. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do!
As a Senior Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee.
What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Fiscal Analyst , don't delay, apply today!
These are full-time, permanent positions that are classified and represented by a union. These positions will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. Note: A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years. REQUESTED SKILLS:
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact of changes to state and federal statutes and regulations.
Strong analytical skills.
Extensive knowledge of budgeting processes.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement on an on-going basis.
Excellent written and verbal communication and presentation skills.
Willingness to collaborate, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Nov 26, 2018
Full time
The Oregon Health Authority is modernizing and expanding their agency operations and currently has a fantastic opportunity for two experienced Fiscal Analysts to join an excellent team and work to build and further advance their mission. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do!
As a Senior Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget. In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials. Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee.
What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Fiscal Analyst , don't delay, apply today!
These are full-time, permanent positions that are classified and represented by a union. These positions will be located in Salem at 500 Summer Street NE.
MINIMUM QUALIFICATIONS:
Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. Note: A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree) may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years. REQUESTED SKILLS:
Experience interpreting and analyzing state and federal statutes and regulations.
Ability to determine the impact of changes to state and federal statutes and regulations.
Strong analytical skills.
Extensive knowledge of budgeting processes.
Outstanding customer service skills for both internal and external customers.
Ability to demonstrate initiative and independent judgement on an on-going basis.
Excellent written and verbal communication and presentation skills.
Willingness to collaborate, share information and contribute to the team's success.
Experience in promoting a culturally competent and diverse work environment.
Special Assistant to the Chief Financial Officer [ADMU-61] - Finance Department, New York, NY
Office: National Offices, New York, NY
Location: New York
OCTOBER 11, 2018
Special Assistant to the Chief Financial Officer [ADMU-61]
American Civil Liberties Union
Finance Department, New York, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
Demonstrate a commitment to diversity within the office using a personal approach that values all individuals and respects differences in regards to race, ethnicity, age, gender identity and expression, sexual orientation, religion, ability and socio-economic circumstance, and record of arrest or conviction.
Commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter with salary requirements, a resume and a relevant writing sample to HRJobsADMU@aclu.org . Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
Oct 12, 2018
Full time
Special Assistant to the Chief Financial Officer [ADMU-61] - Finance Department, New York, NY
Office: National Offices, New York, NY
Location: New York
OCTOBER 11, 2018
Special Assistant to the Chief Financial Officer [ADMU-61]
American Civil Liberties Union
Finance Department, New York, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
Demonstrate a commitment to diversity within the office using a personal approach that values all individuals and respects differences in regards to race, ethnicity, age, gender identity and expression, sexual orientation, religion, ability and socio-economic circumstance, and record of arrest or conviction.
Commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter with salary requirements, a resume and a relevant writing sample to HRJobsADMU@aclu.org . Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
Do you want a career with a company that makes a difference every day? Boys Town is nationally recognized for its research-proven child, health and family care programs. As one of the country’s largest nonprofit funded child-care organizations, Boys Town touches the lives of more than 2 million children and families nationwide each year.
OVERVIEW OF JOB Receives, processes, and maintains records for payroll related data. ◦Prioritizes and coordinates data entry workload to ensure necessary changes are entered and that payroll is completed accurately and on time; verifies accuracy of data changes entered. ◦Completes payroll duties including calculating retroactive pay, maintaining shift differential information, and processing payroll and manual checks. ◦Reviews address changes to ensure that employees are taxed in compliance with employment and residence locations. ◦Reviews and uploads changes to retirement plan contributions, submits retirement plan contributions, and conducts audits to determine accuracy of retirement plan contributions; transmits information on retirement plan for investment purposes. ◦Provides salary information for unemployment insurance and workers compensation claims and for calculation of pension benefits; collects payroll information in response to subpoenas. ◦Complies with new hire reporting regulations by transmitting a semi-monthly file regarding newly hired employees. ◦Reviews time and attendance reports and calculates regular and overtime pay; audits time entry information for discrepancies, communicates with timekeepers to correct discrepancies, and responds to questions regarding any time entry issues. ◦Serves as a backup to other department personnel, assists with system changes, and files quarterly wage reports. ◦Composes and sends professional level correspondence to outside agencies and to employees regarding payroll and taxation matters. ◦Processes payments for various payroll deductions and remits payments for child support and garnishments, responds to interrogatories for garnishments and levies, and sets up appropriate deductions and tracks withholding. Serves as a role model in carrying out the Father Flanagan's Boys' Home mission.
EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS: •Bachelor's degree in accounting or a related field is preferred. •3 years of payroll experience, preferably in a multi-state payroll environment with experience processing payroll taxes. •Fundamental Payroll Certification (FPC) preferred. •Knowledge of local, state, and federal regulatory requirements pertaining to payroll.
This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.
Oct 08, 2018
Full time
Do you want a career with a company that makes a difference every day? Boys Town is nationally recognized for its research-proven child, health and family care programs. As one of the country’s largest nonprofit funded child-care organizations, Boys Town touches the lives of more than 2 million children and families nationwide each year.
OVERVIEW OF JOB Receives, processes, and maintains records for payroll related data. ◦Prioritizes and coordinates data entry workload to ensure necessary changes are entered and that payroll is completed accurately and on time; verifies accuracy of data changes entered. ◦Completes payroll duties including calculating retroactive pay, maintaining shift differential information, and processing payroll and manual checks. ◦Reviews address changes to ensure that employees are taxed in compliance with employment and residence locations. ◦Reviews and uploads changes to retirement plan contributions, submits retirement plan contributions, and conducts audits to determine accuracy of retirement plan contributions; transmits information on retirement plan for investment purposes. ◦Provides salary information for unemployment insurance and workers compensation claims and for calculation of pension benefits; collects payroll information in response to subpoenas. ◦Complies with new hire reporting regulations by transmitting a semi-monthly file regarding newly hired employees. ◦Reviews time and attendance reports and calculates regular and overtime pay; audits time entry information for discrepancies, communicates with timekeepers to correct discrepancies, and responds to questions regarding any time entry issues. ◦Serves as a backup to other department personnel, assists with system changes, and files quarterly wage reports. ◦Composes and sends professional level correspondence to outside agencies and to employees regarding payroll and taxation matters. ◦Processes payments for various payroll deductions and remits payments for child support and garnishments, responds to interrogatories for garnishments and levies, and sets up appropriate deductions and tracks withholding. Serves as a role model in carrying out the Father Flanagan's Boys' Home mission.
EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS: •Bachelor's degree in accounting or a related field is preferred. •3 years of payroll experience, preferably in a multi-state payroll environment with experience processing payroll taxes. •Fundamental Payroll Certification (FPC) preferred. •Knowledge of local, state, and federal regulatory requirements pertaining to payroll.
This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.
Overview
Though 9 in 10 Latino young adults say a college degree is important for success in life, fewer than 15% age 25 or older hold a bachelor’s degree. Voices College-Bound Language Academies exist to change that.
Founded in 2006 by East San Jose native and National Board Certified Teacher Frances Teso, Voices is a public charter school network with a mission to prepare all students for the challenges of higher education through the context of an academically rigorous dual-language program. With the Voices dual-immersion model, students receive 80% of instruction in Spanish and 20% in English starting in kindergarten. The percentages shift by 10% per year until reaching 50:50 in third grade. As a result, every student, regardless of home language, graduates bilingual and biliterate in English and Spanish.
In 2018-19, Voices will operate four public charter schools: Voices-Franklin McKinley (K-8), Voices-Morgan Hill and Voices-Mt. Pleasant (both Transitional Kindergarten - 4th, growing to Transitional Kindergarten - 8th) and Voices West Contra Costa (Transitional Kindergarten- 2nd). As we expand to serve more traditionally underserved students in Santa Clara County and surrounding counties, Voices seeks additional team members who share a commitment to its mission and believe joyful learning and world-class academic preparation are not mutually exclusive.
Voices Academies’ Vision
All students graduating from Voices College-Bound Language Academies will possess the knowledge, skills and confidence to succeed in any career path they choose to pursue in life by mastering academic standards and subject matter. Students will be aware of the many positive possibilities for their future, and enjoy learning throughout their lives. They will be able to think critically by asking questions, especially when confronted with the status quo. Our students will have a sense of social responsibility to make their communities better.
Role Summary
Voices Academies’ Senior Bookkeeper will assist the Voices Director of Accounting in ensuring that the Charter Management Organization (CMO) and its 4 schools are issuing timely financial statements to the Board and Leadership Team. The ideal candidate is systematic, entrepreneurial, meticulous, detail-oriented, fiercely organized and has strong interpersonal and communication skills. The Senior Bookkeeper will be responsible for, but not limited to, maintaining the day-to-day CMO accounting functions, accruals, financial statement preparation, and performing general accounting functions, as required. As needed, the Senior Bookkeeper will travel to the other schools in the network to assist with these same functions.
Key Responsibilities
Bookkeeping:
Perform accounts payable including vendor records maintenance (e.g. W-9’s)
Conduct bank reconciliations
Support purchasing requests and processing of Purchase Orders for CMO team needs
Help maintain required business documents
Prepare monthly journal entries, Assist General Accountant with general ledger maintenance
Assist with preparation of annual 1099’s
Maintain financial document retention files
Setup new vendor and maintenance accounts
Conduct reconciliation of vendor statement and correct discrepancies
Manage deposits and cash reports
Prepare and/or review of all expense reports for accuracy and proper expense disclosure
Travel between the 4 school locations frequently
Assist the Director of Accounting and partner with school Business Managers with bookkeeping activities and preparing for the annual audit process
Perform other related duties as may be requested
Voices Academies Senior Bookkeeper candidates will have the following
REQUIREMENTS
Required Qualifications:
Bachelor’s degree or equivalent experience
Minimum 2 years Bookkeeping experience
Highly organized and detail oriented
High proficiency in Microsoft Excel, PowerPoint, Word, and Google Apps
Able to complete tasks accurately and timely with minimal supervision
Demonstrated passion for the mission, vision and values of Voices Academies with a deep commitment to improving the lives of students from low-income communities
Outstanding written, speaking, and organizational skills with experience interacting with a broad range of stakeholders.
Develop relational trust across constituencies, by maintaining a positive attitude with students, parents and staff, while also maintaining confidentiality.
Experience or commitment to public education, social justice, efficacy and equity.
Preferred Qualifications:
Experience processing payroll (Paylocity experience a plus)
Experience using Sage Intacct preferred but not required
Knowledge and understanding of Generally Accepted Accounting Principles (GAAP)
Experience as a bookkeeper for an organization of 50+ employees
Ability to work well independently and within a team environment; working efficiently, and exercising excellent judgment in making decisions.
Tolerate high levels of stress
Personal and Professional – Finally, the ideal candidate will hold the following personal and professional competencies:
Entrepreneurial Spirit – Commit deep passion and thought to the work of building an innovative, mission-driven school
Leadership – Couple strong management with excellent interpersonal skills in leading an organization in one’s functional domain
Relationship – Develop relational trust across constituencies, by maintaining a positive attitude with students, parents and staff, while also maintaining confidentiality
Organization – Be intensely execution-oriented and frighteningly organized, allowing one to work in a fast paced, but sometimes unpredictable, environment
Perspective – Combine maturity, humility, a strong work ethic, a sense of humor, and a roll-up-my sleeves attitude to celebrate successes as well as navigate times of ambiguity and high levels of stress
Professionalism – See oneself as an ambassador of the school, presenting oneself both positively and professionally at all times and with all constituents
Working Conditions:
Regular requirement to stand, sit, walk, talk, hear, see, read, speak, reach, stretch with hands and arms, stoop, kneel and crouch
Lift and carry objects weighing up to 50 lbs.
Occasional evening and or weekend work
Occasional travel
Willingness to be trained as needed
Prior to Employment: Once an offer has been extended, a candidate must meet the following criteria to receive a final contract:
First Aid/CPR Certification
Clear Criminal Background Check
Valid TB Clearance
BENEFITS
Key Compensation:
Annual Salary Range $46,000 to $55,000
Medical benefits
Exceptional growth opportunities
Retirement plan
Contract:
Reports directly to Director of Accounting (DOA)
Permanent Salaried, Exempt Position
At-Will Contract
If you have any questions about this position, please contact our hiring team by email at jobs@voicescharterschool.com . Thank you.
Voices College-Bound Language Academies is an equal opportunity employer. It is the policy of Voices to afford equal employment and advancement opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, ethnicity, ancestry, sex, sexual orientation, age, physical or mental disability, marital status, citizenship status, medical condition, or any other legally protected status.
Oct 01, 2018
Full time
Overview
Though 9 in 10 Latino young adults say a college degree is important for success in life, fewer than 15% age 25 or older hold a bachelor’s degree. Voices College-Bound Language Academies exist to change that.
Founded in 2006 by East San Jose native and National Board Certified Teacher Frances Teso, Voices is a public charter school network with a mission to prepare all students for the challenges of higher education through the context of an academically rigorous dual-language program. With the Voices dual-immersion model, students receive 80% of instruction in Spanish and 20% in English starting in kindergarten. The percentages shift by 10% per year until reaching 50:50 in third grade. As a result, every student, regardless of home language, graduates bilingual and biliterate in English and Spanish.
In 2018-19, Voices will operate four public charter schools: Voices-Franklin McKinley (K-8), Voices-Morgan Hill and Voices-Mt. Pleasant (both Transitional Kindergarten - 4th, growing to Transitional Kindergarten - 8th) and Voices West Contra Costa (Transitional Kindergarten- 2nd). As we expand to serve more traditionally underserved students in Santa Clara County and surrounding counties, Voices seeks additional team members who share a commitment to its mission and believe joyful learning and world-class academic preparation are not mutually exclusive.
Voices Academies’ Vision
All students graduating from Voices College-Bound Language Academies will possess the knowledge, skills and confidence to succeed in any career path they choose to pursue in life by mastering academic standards and subject matter. Students will be aware of the many positive possibilities for their future, and enjoy learning throughout their lives. They will be able to think critically by asking questions, especially when confronted with the status quo. Our students will have a sense of social responsibility to make their communities better.
Role Summary
Voices Academies’ Senior Bookkeeper will assist the Voices Director of Accounting in ensuring that the Charter Management Organization (CMO) and its 4 schools are issuing timely financial statements to the Board and Leadership Team. The ideal candidate is systematic, entrepreneurial, meticulous, detail-oriented, fiercely organized and has strong interpersonal and communication skills. The Senior Bookkeeper will be responsible for, but not limited to, maintaining the day-to-day CMO accounting functions, accruals, financial statement preparation, and performing general accounting functions, as required. As needed, the Senior Bookkeeper will travel to the other schools in the network to assist with these same functions.
Key Responsibilities
Bookkeeping:
Perform accounts payable including vendor records maintenance (e.g. W-9’s)
Conduct bank reconciliations
Support purchasing requests and processing of Purchase Orders for CMO team needs
Help maintain required business documents
Prepare monthly journal entries, Assist General Accountant with general ledger maintenance
Assist with preparation of annual 1099’s
Maintain financial document retention files
Setup new vendor and maintenance accounts
Conduct reconciliation of vendor statement and correct discrepancies
Manage deposits and cash reports
Prepare and/or review of all expense reports for accuracy and proper expense disclosure
Travel between the 4 school locations frequently
Assist the Director of Accounting and partner with school Business Managers with bookkeeping activities and preparing for the annual audit process
Perform other related duties as may be requested
Voices Academies Senior Bookkeeper candidates will have the following
REQUIREMENTS
Required Qualifications:
Bachelor’s degree or equivalent experience
Minimum 2 years Bookkeeping experience
Highly organized and detail oriented
High proficiency in Microsoft Excel, PowerPoint, Word, and Google Apps
Able to complete tasks accurately and timely with minimal supervision
Demonstrated passion for the mission, vision and values of Voices Academies with a deep commitment to improving the lives of students from low-income communities
Outstanding written, speaking, and organizational skills with experience interacting with a broad range of stakeholders.
Develop relational trust across constituencies, by maintaining a positive attitude with students, parents and staff, while also maintaining confidentiality.
Experience or commitment to public education, social justice, efficacy and equity.
Preferred Qualifications:
Experience processing payroll (Paylocity experience a plus)
Experience using Sage Intacct preferred but not required
Knowledge and understanding of Generally Accepted Accounting Principles (GAAP)
Experience as a bookkeeper for an organization of 50+ employees
Ability to work well independently and within a team environment; working efficiently, and exercising excellent judgment in making decisions.
Tolerate high levels of stress
Personal and Professional – Finally, the ideal candidate will hold the following personal and professional competencies:
Entrepreneurial Spirit – Commit deep passion and thought to the work of building an innovative, mission-driven school
Leadership – Couple strong management with excellent interpersonal skills in leading an organization in one’s functional domain
Relationship – Develop relational trust across constituencies, by maintaining a positive attitude with students, parents and staff, while also maintaining confidentiality
Organization – Be intensely execution-oriented and frighteningly organized, allowing one to work in a fast paced, but sometimes unpredictable, environment
Perspective – Combine maturity, humility, a strong work ethic, a sense of humor, and a roll-up-my sleeves attitude to celebrate successes as well as navigate times of ambiguity and high levels of stress
Professionalism – See oneself as an ambassador of the school, presenting oneself both positively and professionally at all times and with all constituents
Working Conditions:
Regular requirement to stand, sit, walk, talk, hear, see, read, speak, reach, stretch with hands and arms, stoop, kneel and crouch
Lift and carry objects weighing up to 50 lbs.
Occasional evening and or weekend work
Occasional travel
Willingness to be trained as needed
Prior to Employment: Once an offer has been extended, a candidate must meet the following criteria to receive a final contract:
First Aid/CPR Certification
Clear Criminal Background Check
Valid TB Clearance
BENEFITS
Key Compensation:
Annual Salary Range $46,000 to $55,000
Medical benefits
Exceptional growth opportunities
Retirement plan
Contract:
Reports directly to Director of Accounting (DOA)
Permanent Salaried, Exempt Position
At-Will Contract
If you have any questions about this position, please contact our hiring team by email at jobs@voicescharterschool.com . Thank you.
Voices College-Bound Language Academies is an equal opportunity employer. It is the policy of Voices to afford equal employment and advancement opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, ethnicity, ancestry, sex, sexual orientation, age, physical or mental disability, marital status, citizenship status, medical condition, or any other legally protected status.
The Oregon Health Authority is modernizing and expanding their financial operations and currently has a fantastic opportunity for an experienced Financial Analyst to join an excellent team and work to advance their Financial operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Senior Financial Analyst, you will assist the Chief Financial Officer, Actuarial Services Manager and Budget Director in guiding the agency to develop and track managed care financial reporting and solvency. You will design and implement systems that will track and report data to support greater financial accountability of the Oregon Health Authority (OHA). In this role, you will lead healthcare financial arrangements that directly affect Medicaid programs to ensure compliance with legal requirements. You will act as a spokesperson in the absence of the CFO or Actuarial Services Manager for OHA on health care finance and/or budget related issues. You will report directly to the Actuarial Services Manager. Additionally, you will play a critical part in the coordination of financial analysis and policy, including providing oversight and feedback on the reporting and tracking of outcome and performance measurement data of the OHA 2% test and the finances of multiple Coordinated Care Organizations. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming out new Senior Financial Analyst, don't delay, apply today!
This is a full-time permanent position that is classified as management services, non-supervisory and is not represented by a union. This position will be located in Portland at 421 SW Oak Street.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and five years of professional-level evaluative, analytical and planning experience in Financial Analysis. OR ; Any combination of experience and education equivalent to eight years of professional-level evaluative, analytical and planning experience in Financial Analysis. REQUESTED SKILLS:
Certified Public Accountant (CPA)
Experience with Generally Accepted Accounting Principles and Statutory Accounting
Experience with complex health care finance and accounting systems
Experience with health care insurance financials and risk mitigation strategies
Experience reviewing financial solvency and reserve levels
Experience working with Medicaid and/or Medicare
Experience with National Association of Insurance Commissioners (NAIC) Standards and Risk Based Capital (RBC) calculations
Experience with Health Care Financial Policy
Experience with risk mitigation strategies (such as: Medical Loss Ratios, Risk Corridors, etc.)
Experience in promoting a culturally competent and diverse work environment.
Sep 27, 2018
Full time
The Oregon Health Authority is modernizing and expanding their financial operations and currently has a fantastic opportunity for an experienced Financial Analyst to join an excellent team and work to advance their Financial operations. The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians. What you will do! As a Senior Financial Analyst, you will assist the Chief Financial Officer, Actuarial Services Manager and Budget Director in guiding the agency to develop and track managed care financial reporting and solvency. You will design and implement systems that will track and report data to support greater financial accountability of the Oregon Health Authority (OHA). In this role, you will lead healthcare financial arrangements that directly affect Medicaid programs to ensure compliance with legal requirements. You will act as a spokesperson in the absence of the CFO or Actuarial Services Manager for OHA on health care finance and/or budget related issues. You will report directly to the Actuarial Services Manager. Additionally, you will play a critical part in the coordination of financial analysis and policy, including providing oversight and feedback on the reporting and tracking of outcome and performance measurement data of the OHA 2% test and the finances of multiple Coordinated Care Organizations. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are interested in becoming out new Senior Financial Analyst, don't delay, apply today!
This is a full-time permanent position that is classified as management services, non-supervisory and is not represented by a union. This position will be located in Portland at 421 SW Oak Street.
MINIMUM QUALIFICATIONS:
A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and five years of professional-level evaluative, analytical and planning experience in Financial Analysis. OR ; Any combination of experience and education equivalent to eight years of professional-level evaluative, analytical and planning experience in Financial Analysis. REQUESTED SKILLS:
Certified Public Accountant (CPA)
Experience with Generally Accepted Accounting Principles and Statutory Accounting
Experience with complex health care finance and accounting systems
Experience with health care insurance financials and risk mitigation strategies
Experience reviewing financial solvency and reserve levels
Experience working with Medicaid and/or Medicare
Experience with National Association of Insurance Commissioners (NAIC) Standards and Risk Based Capital (RBC) calculations
Experience with Health Care Financial Policy
Experience with risk mitigation strategies (such as: Medical Loss Ratios, Risk Corridors, etc.)
Experience in promoting a culturally competent and diverse work environment.
JOB CODE: OHA18-0709
OPENING DATE/TIME: 09/12/18 12:00 AM
CLOSING DATE/TIME: 09/26/18 11:59 PM
SALARY: $4,221.00 - $6,162.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Acute and Communicable Disease Prevention (ACDP) Section is recruiting for a Fiscal Analyst to provide fiscal oversight and technical expertise to the managers and contractors in the ACDP Section. The ACDP Section works with local health departments, other states and the Centers for Disease Control and Prevention (CDC) to prevent and control communicable diseases and outbreaks of acute diseases in Oregon. What will you do? As the Acute and Communicable Disease Prevention Fiscal Analyst , you will develop, coordinate and analyze grant budgets; coordinate fiscal operations; and award and monitor contracts in collaboration with program and section managers. You will coordinate and monitor fiscal, grant, and contract management systems for the section; ensure alignment with agency, division, and center expectations; and work daily with program managers to meet program needs and administrative budgetary data requirements. In this role, you will be expected to learn and maintain awareness of program policy changes that may impact grants and contracts. Additionally, you will evaluate fiscal operations and recommend solutions for any identified gaps. What's in it for you? You will work with a team of public health professionals who are passionate about the work they do to promote a healthy Oregon. Do you have experience coordinating and managing grants and contracts? Do you have experience with finance, accounting and budgeting? Do you have experience tracking, compiling, analyzing and forecasting statistical and financial information? Then read on! The Public Health Division is a great place to work! Not only will you work with professionals who have a passion for promoting the health of others, but you will also receive great benefits! We offer full medical, vision and dental benefits with paid sick leave, vacation, personal leave and 10 paid holidays per year plus pension and retirement plans .
MINIMUM QUALIFICATIONS Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS The following skills, knowledge, abilities and experience are desired at the time of hire:
Ability to apply a high level of sound, independent judgment in the area of finance and grants management
Extensive experience with financial systems and software
Ability and aptitude to query complex databases to extract data needed to build financial reports and documentation
Extensive experience in Excel in order to track, compile, analyze and forecast statistical and financial information
Ability to perform analysis of complex financial issues, recognize problems and discrepancies, determine recommendations, and provide clear and accurate feedback to management staff
Knowledge of principles and practices of governmental accounting, finance and budgeting
Education and/or extensive experience in business management or accounting principles
Skill in communicating orally and in written form
Skill and ability to communicate technical information verbally and visually to diverse audiences
Must demonstrate professional and positive demeanor in all interactions
Ability to work under pressure when faced with changing priorities, short timelines, and somewhat abstract direction
Ability to manage these conditions and coordinate activities to ensure completion of assigned projects
TO APPLY
To complete the online application, please visit the following link:
https://www.governmentjobs.com/careers/oregon/jobs/2198633/acute-and-communicable-disease-prevention-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Sep 19, 2018
Full time
JOB CODE: OHA18-0709
OPENING DATE/TIME: 09/12/18 12:00 AM
CLOSING DATE/TIME: 09/26/18 11:59 PM
SALARY: $4,221.00 - $6,162.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Acute and Communicable Disease Prevention (ACDP) Section is recruiting for a Fiscal Analyst to provide fiscal oversight and technical expertise to the managers and contractors in the ACDP Section. The ACDP Section works with local health departments, other states and the Centers for Disease Control and Prevention (CDC) to prevent and control communicable diseases and outbreaks of acute diseases in Oregon. What will you do? As the Acute and Communicable Disease Prevention Fiscal Analyst , you will develop, coordinate and analyze grant budgets; coordinate fiscal operations; and award and monitor contracts in collaboration with program and section managers. You will coordinate and monitor fiscal, grant, and contract management systems for the section; ensure alignment with agency, division, and center expectations; and work daily with program managers to meet program needs and administrative budgetary data requirements. In this role, you will be expected to learn and maintain awareness of program policy changes that may impact grants and contracts. Additionally, you will evaluate fiscal operations and recommend solutions for any identified gaps. What's in it for you? You will work with a team of public health professionals who are passionate about the work they do to promote a healthy Oregon. Do you have experience coordinating and managing grants and contracts? Do you have experience with finance, accounting and budgeting? Do you have experience tracking, compiling, analyzing and forecasting statistical and financial information? Then read on! The Public Health Division is a great place to work! Not only will you work with professionals who have a passion for promoting the health of others, but you will also receive great benefits! We offer full medical, vision and dental benefits with paid sick leave, vacation, personal leave and 10 paid holidays per year plus pension and retirement plans .
MINIMUM QUALIFICATIONS Five years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system; OR Five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. REQUESTED SKILLS The following skills, knowledge, abilities and experience are desired at the time of hire:
Ability to apply a high level of sound, independent judgment in the area of finance and grants management
Extensive experience with financial systems and software
Ability and aptitude to query complex databases to extract data needed to build financial reports and documentation
Extensive experience in Excel in order to track, compile, analyze and forecast statistical and financial information
Ability to perform analysis of complex financial issues, recognize problems and discrepancies, determine recommendations, and provide clear and accurate feedback to management staff
Knowledge of principles and practices of governmental accounting, finance and budgeting
Education and/or extensive experience in business management or accounting principles
Skill in communicating orally and in written form
Skill and ability to communicate technical information verbally and visually to diverse audiences
Must demonstrate professional and positive demeanor in all interactions
Ability to work under pressure when faced with changing priorities, short timelines, and somewhat abstract direction
Ability to manage these conditions and coordinate activities to ensure completion of assigned projects
TO APPLY
To complete the online application, please visit the following link:
https://www.governmentjobs.com/careers/oregon/jobs/2198633/acute-and-communicable-disease-prevention-fiscal-analyst-fiscal-analyst-2
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Data Analyst - Senior
Our team Analysts at Progressive are behind every part of our business, using data to keep us always evolving and successful as a company. Breathing life into our data by identifying patterns and predicting future behaviors, you’ll collaborate with your peers to provide innovative solutions to a variety of business questions. Your role on our team As a senior data analyst, you’ll use your passion for problem solving and ability to communicate data in a business environment to work closely with top stakeholders making critical decisions on company initiatives. Using mathematical concepts and data modeling, you’ll match data from multiple sources to identify trends, prepare analysis and make recommendations. Our Company As one of the largest insurance companies in the nation, Progressive's data analysts and scientists have access to the most telematics data recorded. With freedom and encouragement to implement your own ideas, you’ll be solving big data problems that impact billions of dollars of business.
Qualifications & Requirements Must have qualifications • Bachelor's degree in a related field (Finance, Mathematics, Accounting, Economics or Statistics) and four years of analytical work experience in a professional setting • Instead of a degree, seven years of property casualty insurance experience with related analytical experience (e.g. analytical work in a professional setting) What we also look for • Knowledge of Big Data concepts, practices and terminology • Intermediate computer skills including MS Office with advanced skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros • Database experience including the ability to create PowerPoint graphs, tables and information reports in slide format • Proven aptitude for learning and using data analysis reporting tools • Highly proficient in programming skills, i.e., SAS, R and SQL • Strong collaboration and relationship building skills • Ability to prepare reports and conduct presentations • Ability to work with and maintain confidential information • Negotiation skills and ability to influence others by educating and sharing information • Ability to adapt to new situations and learn quickly
Apply now https://progressive.taleo.net/careersection/2/jobdetail.ftl?lang=en&job=152275&lang=en&src=JB-11320
Questions? Please contact Tony Elliott at tony_elliott@progressive.com
Equal Opportunity Employer
Aug 21, 2018
Full time
Data Analyst - Senior
Our team Analysts at Progressive are behind every part of our business, using data to keep us always evolving and successful as a company. Breathing life into our data by identifying patterns and predicting future behaviors, you’ll collaborate with your peers to provide innovative solutions to a variety of business questions. Your role on our team As a senior data analyst, you’ll use your passion for problem solving and ability to communicate data in a business environment to work closely with top stakeholders making critical decisions on company initiatives. Using mathematical concepts and data modeling, you’ll match data from multiple sources to identify trends, prepare analysis and make recommendations. Our Company As one of the largest insurance companies in the nation, Progressive's data analysts and scientists have access to the most telematics data recorded. With freedom and encouragement to implement your own ideas, you’ll be solving big data problems that impact billions of dollars of business.
Qualifications & Requirements Must have qualifications • Bachelor's degree in a related field (Finance, Mathematics, Accounting, Economics or Statistics) and four years of analytical work experience in a professional setting • Instead of a degree, seven years of property casualty insurance experience with related analytical experience (e.g. analytical work in a professional setting) What we also look for • Knowledge of Big Data concepts, practices and terminology • Intermediate computer skills including MS Office with advanced skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros • Database experience including the ability to create PowerPoint graphs, tables and information reports in slide format • Proven aptitude for learning and using data analysis reporting tools • Highly proficient in programming skills, i.e., SAS, R and SQL • Strong collaboration and relationship building skills • Ability to prepare reports and conduct presentations • Ability to work with and maintain confidential information • Negotiation skills and ability to influence others by educating and sharing information • Ability to adapt to new situations and learn quickly
Apply now https://progressive.taleo.net/careersection/2/jobdetail.ftl?lang=en&job=152275&lang=en&src=JB-11320
Questions? Please contact Tony Elliott at tony_elliott@progressive.com
Equal Opportunity Employer
JOB CODE: OHA18-0674
CLOSING DATE/TIME: 08/22/18 11:59 PM
SALARY: $4,221.00 - $6,162.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Office of the State Public Health Director (OSPHD) , in Portland, OR is recruiting for a Local Public Health Authority (LPHA) Fiscal and Contracts Analyst to serve as a primary advisor related to LPHA contracts and payments . The Office of the State Public Health Director provides public health policy and direction to the public health programs within the division, and ensures that the disparate programs inside and outside the division create an effective and coherent public health system for the state. This position is part of the Fiscal and Business Operations section, which is responsible for the development and execution of the division budget, contract oversight, performance and quality improvement, human resource support, business continuity planning, information technology coordination, and overall operations. The unit works with all Public Health Division programs to ensure consistent alignment and effectiveness of resources and business practices that support the mission and goals of the division and agency. What will you do? As the Fiscal and Contracts Analyst , you will coordinate all fiscal aspects of the Local Public Health Authority (LPHA) master service agreements which includes funding awards, payments, reporting, reconciliations, and financial oversight. You will maintain awareness of the changes in program policy that may impact grants and contracts that are in effect. You will also be required to communicate regularly with different working groups, which includes Public Health program staff and management, the Office of Financial Services, the Office of Contracts & Procurement, local public health agency fiscal and program staff, and tribal public health fiscal and program staff. What's in it for you? You will work with a team of public health and business professionals who are passionate about the work they do to protect and promote the health of all Oregonians and the communities where they live, work, play and learn. Do you have experience in finance and grant management? Do you have experience with accounting systems and software? Do you have experience analyzing complex financial issues? If so, we want to connect with you!
MINIMUM QUALIFICATIONS A bachelor's degree in public health, project management, business or public administration, or accounting and two years professional-level evaluative, analytical and planning work related to finance and accounting; OR Any combination of experience and education equivalent to five years of professional-level evaluative, analytical and planning work related to finance and accounting. REQUESTED SKILLS
Ability to apply a high level of sound, independent judgment in the area of finance and grants management.
Extensive experience with accounting systems and software and an aptitude and ability to query complex databases to extract data needed to build financial reports and documentation.
Extensive experience in MS Office software (Excel) in order to track, compile, analyze and forecast statistical and financial information.
Ability to perform analysis of complex financial issues, recognize problems and discrepancies, determine appropriate actions, formulate comprehensive recommendations, and provide clear and accurate feedback to management staff.
Knowledge of principles and practices of governmental accounting, finance and budgeting are required.
Education and/or extensive experience in business management or accounting principles is also desired.
Skill in communicating orally and in written form is essential in this position.
Skill and ability to communicate technical information verbally and visually to diverse audiences is required.
Ability to present a professional and positive demeanor in all interactions.
Ability to work under pressure when faced with changing priorities, short timelines, and abstract direction is necessary.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/2168274/fiscal-and-contracts-analyst-local-public-health-authority-operations-policy
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Aug 20, 2018
Full time
JOB CODE: OHA18-0674
CLOSING DATE/TIME: 08/22/18 11:59 PM
SALARY: $4,221.00 - $6,162.00 Monthly
JOB TYPE: Permanent
LOCATION: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Office of the State Public Health Director (OSPHD) , in Portland, OR is recruiting for a Local Public Health Authority (LPHA) Fiscal and Contracts Analyst to serve as a primary advisor related to LPHA contracts and payments . The Office of the State Public Health Director provides public health policy and direction to the public health programs within the division, and ensures that the disparate programs inside and outside the division create an effective and coherent public health system for the state. This position is part of the Fiscal and Business Operations section, which is responsible for the development and execution of the division budget, contract oversight, performance and quality improvement, human resource support, business continuity planning, information technology coordination, and overall operations. The unit works with all Public Health Division programs to ensure consistent alignment and effectiveness of resources and business practices that support the mission and goals of the division and agency. What will you do? As the Fiscal and Contracts Analyst , you will coordinate all fiscal aspects of the Local Public Health Authority (LPHA) master service agreements which includes funding awards, payments, reporting, reconciliations, and financial oversight. You will maintain awareness of the changes in program policy that may impact grants and contracts that are in effect. You will also be required to communicate regularly with different working groups, which includes Public Health program staff and management, the Office of Financial Services, the Office of Contracts & Procurement, local public health agency fiscal and program staff, and tribal public health fiscal and program staff. What's in it for you? You will work with a team of public health and business professionals who are passionate about the work they do to protect and promote the health of all Oregonians and the communities where they live, work, play and learn. Do you have experience in finance and grant management? Do you have experience with accounting systems and software? Do you have experience analyzing complex financial issues? If so, we want to connect with you!
MINIMUM QUALIFICATIONS A bachelor's degree in public health, project management, business or public administration, or accounting and two years professional-level evaluative, analytical and planning work related to finance and accounting; OR Any combination of experience and education equivalent to five years of professional-level evaluative, analytical and planning work related to finance and accounting. REQUESTED SKILLS
Ability to apply a high level of sound, independent judgment in the area of finance and grants management.
Extensive experience with accounting systems and software and an aptitude and ability to query complex databases to extract data needed to build financial reports and documentation.
Extensive experience in MS Office software (Excel) in order to track, compile, analyze and forecast statistical and financial information.
Ability to perform analysis of complex financial issues, recognize problems and discrepancies, determine appropriate actions, formulate comprehensive recommendations, and provide clear and accurate feedback to management staff.
Knowledge of principles and practices of governmental accounting, finance and budgeting are required.
Education and/or extensive experience in business management or accounting principles is also desired.
Skill in communicating orally and in written form is essential in this position.
Skill and ability to communicate technical information verbally and visually to diverse audiences is required.
Ability to present a professional and positive demeanor in all interactions.
Ability to work under pressure when faced with changing priorities, short timelines, and abstract direction is necessary.
TO APPLY
Please visit the following link to complete the online application:
https://www.governmentjobs.com/careers/oregon/jobs/2168274/fiscal-and-contracts-analyst-local-public-health-authority-operations-policy
CONTACT INFORMATION
Cyndi Phipps-Roman
503-945-6377
Leadership Gifts Coordinator [DEVF-54], Development Department, NY
Office: National Offices, New York, NY
Location: New York
JUNE 25, 2018
Leadership Gifts Coordinator [DEVF-54]
American Civil Liberties Union Foundation
Development Department, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people from government abuse and overreach. With more than a million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
The Development Department of the National office in New York City is seeking applicants for the full-time position of Leadership Gifts Coordinator .
OVERVIEW
Reporting to the Deputy Director of Leadership Gifts, the Leadership Gifts Coordinator is an integral member of a sophisticated, aggressive Leadership Gifts program that focuses on individual donors capable of giving $100,000+ to the ACLU. The Leadership Gifts Coordinator provides fundraising and administrative support to the Leadership Gifts team.
ROLES AND RESPONSIBILITIES
Create and update electronic donor and prospect records in the development database
Draft professional donor correspondence as directed; compose, edit, and proofread donor communications
Assist in the preparation of donor strategy briefing papers, funding proposals, reports, and talking points
Remain informed about, and assist in providing, written updates to donors on relevant news and activities
Conduct research related to our plans for donors and prospects
Provide support for cultivation, solicitation, and stewardship activities, including email and mail distribution to donors and staff
Manage staff travel calendars, and assist in the coordination of travel plans
Serve as first point of contact for Leadership Gifts unit; handle internal and external calls, mail, and email
Oversee unit correspondence, develop and maintain mailing lists, create and distribute professional donor packages, and manage production processes
Coordinate, maintain, and update unit and departmental business rules, protocols and procedures
Process, track, and report unit expense budget; coordinate reimbursement and expense approval process
Generate, manage, update, distribute, and analyze reports
Work proactively with other units on work shared by or relevant to the Leadership Gifts unit
Schedule and organize departmental meetings; compile agendas. Undertake special projects as assigned
EXPERIENCE AND QUALIFICATIONS
Bachelor’s degree required
A minimum of three (3) years relevant experience in a fast paced fundraising or nonprofit setting, preferred
Excellent verbal and written communication skills, with proven experience and excellence in drafting professional content for external communications
Experience with fundraising databases preferred, Salesforce experience a plus
Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff and volunteers while maintaining tact, diplomacy and confidentiality
Creative thinker with the ability to prioritize, execute and manage multiple projects through to completion while meeting tight deadlines. Excellent organizational skills, with superior attention to detail and strong follow-through are essential
Proficient in Microsoft Office, i.e. Word, Excel, PowerPoint, Outlook and Internet research. Experience updating intranets or related content management systems a plus
Commitment to the mission of the ACLU
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements), resume and a writing sample no more than 2-3 pages in length that is relevant to the position by email to hrjobsDEVF@aclu.org . Reference [DEVF-54] in the subject line. This email address is specific to the department. In order to ensure your application is received please make certain it is sent to the correct e-mail address. You can expect to receive an automatic response that acknowledges the submission of application materials.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
Jun 28, 2018
Full time
Leadership Gifts Coordinator [DEVF-54], Development Department, NY
Office: National Offices, New York, NY
Location: New York
JUNE 25, 2018
Leadership Gifts Coordinator [DEVF-54]
American Civil Liberties Union Foundation
Development Department, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people from government abuse and overreach. With more than a million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
The Development Department of the National office in New York City is seeking applicants for the full-time position of Leadership Gifts Coordinator .
OVERVIEW
Reporting to the Deputy Director of Leadership Gifts, the Leadership Gifts Coordinator is an integral member of a sophisticated, aggressive Leadership Gifts program that focuses on individual donors capable of giving $100,000+ to the ACLU. The Leadership Gifts Coordinator provides fundraising and administrative support to the Leadership Gifts team.
ROLES AND RESPONSIBILITIES
Create and update electronic donor and prospect records in the development database
Draft professional donor correspondence as directed; compose, edit, and proofread donor communications
Assist in the preparation of donor strategy briefing papers, funding proposals, reports, and talking points
Remain informed about, and assist in providing, written updates to donors on relevant news and activities
Conduct research related to our plans for donors and prospects
Provide support for cultivation, solicitation, and stewardship activities, including email and mail distribution to donors and staff
Manage staff travel calendars, and assist in the coordination of travel plans
Serve as first point of contact for Leadership Gifts unit; handle internal and external calls, mail, and email
Oversee unit correspondence, develop and maintain mailing lists, create and distribute professional donor packages, and manage production processes
Coordinate, maintain, and update unit and departmental business rules, protocols and procedures
Process, track, and report unit expense budget; coordinate reimbursement and expense approval process
Generate, manage, update, distribute, and analyze reports
Work proactively with other units on work shared by or relevant to the Leadership Gifts unit
Schedule and organize departmental meetings; compile agendas. Undertake special projects as assigned
EXPERIENCE AND QUALIFICATIONS
Bachelor’s degree required
A minimum of three (3) years relevant experience in a fast paced fundraising or nonprofit setting, preferred
Excellent verbal and written communication skills, with proven experience and excellence in drafting professional content for external communications
Experience with fundraising databases preferred, Salesforce experience a plus
Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff and volunteers while maintaining tact, diplomacy and confidentiality
Creative thinker with the ability to prioritize, execute and manage multiple projects through to completion while meeting tight deadlines. Excellent organizational skills, with superior attention to detail and strong follow-through are essential
Proficient in Microsoft Office, i.e. Word, Excel, PowerPoint, Outlook and Internet research. Experience updating intranets or related content management systems a plus
Commitment to the mission of the ACLU
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements), resume and a writing sample no more than 2-3 pages in length that is relevant to the position by email to hrjobsDEVF@aclu.org . Reference [DEVF-54] in the subject line. This email address is specific to the department. In order to ensure your application is received please make certain it is sent to the correct e-mail address. You can expect to receive an automatic response that acknowledges the submission of application materials.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( writing & reading ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Jun 22, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( writing & reading ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish (if a bilingual role and applicable)
Desired skills
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications
Over one year of experience working in customer service
Experience with handling difficult customer situations
Jun 22, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish (if a bilingual role and applicable)
Desired skills
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications
Over one year of experience working in customer service
Experience with handling difficult customer situations
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Jun 22, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
As a Bank of America Preferred Client Specialist you are responsible for handling incoming calls, text messages or emails in a contact center environment to provide a world class service experience to our most valuable Preferred Clients. Your support of this high value, high opportunity client will include assisting clients with broad product support and fulfillment of relevant relationship deepening opportunities; leveraging multiple internal bank resources and technology to provide simple to complex problem resolution; and serving as the client's advocate as you proactively take ownership of every single client interaction. A successful Preferred Client Specialist candidate has the ability to analyze complex scenarios, listen and assess and apply critical thinking to accurately identify client needs. Speed to competency is expected as the Specialist will quickly build a strong financial acumen while attending a minimum of 6 months of progressive training that includes classroom, on the job and shared learning. Your ability to personalize the experience, make a personal connection with the client and humanize the interaction is imperative as you are challenged with escalated client concerns or needs. Candidates will be required to meet and/or exceed minimum performance standards and are measured with incentive opportunities across multiple operational thresholds and behavioral competencies.
Required skills:
3 years Customer service experience.
Critical thinking and problem solving skills.
Outstanding communications skills (both written and verbal) and interpersonal agility.
Detail oriented and adaptable to change.
Ability to work in a fast pace work environment managing more than one task at a time.
Dependable, results driven and achievement focused.
Open to providing and receiving coaching.
Strong computer navigation and PC knowledge. S
Self-motivated to achieve personal standards of excellence.
Ability to work cohesively within a team oriented environment.
Desired skills:
Contact center experience.
Banking or financial experience strongly desired.
Bilingual level Spanish speaking preferred
Jun 22, 2018
Full time
As a Bank of America Preferred Client Specialist you are responsible for handling incoming calls, text messages or emails in a contact center environment to provide a world class service experience to our most valuable Preferred Clients. Your support of this high value, high opportunity client will include assisting clients with broad product support and fulfillment of relevant relationship deepening opportunities; leveraging multiple internal bank resources and technology to provide simple to complex problem resolution; and serving as the client's advocate as you proactively take ownership of every single client interaction. A successful Preferred Client Specialist candidate has the ability to analyze complex scenarios, listen and assess and apply critical thinking to accurately identify client needs. Speed to competency is expected as the Specialist will quickly build a strong financial acumen while attending a minimum of 6 months of progressive training that includes classroom, on the job and shared learning. Your ability to personalize the experience, make a personal connection with the client and humanize the interaction is imperative as you are challenged with escalated client concerns or needs. Candidates will be required to meet and/or exceed minimum performance standards and are measured with incentive opportunities across multiple operational thresholds and behavioral competencies.
Required skills:
3 years Customer service experience.
Critical thinking and problem solving skills.
Outstanding communications skills (both written and verbal) and interpersonal agility.
Detail oriented and adaptable to change.
Ability to work in a fast pace work environment managing more than one task at a time.
Dependable, results driven and achievement focused.
Open to providing and receiving coaching.
Strong computer navigation and PC knowledge. S
Self-motivated to achieve personal standards of excellence.
Ability to work cohesively within a team oriented environment.
Desired skills:
Contact center experience.
Banking or financial experience strongly desired.
Bilingual level Spanish speaking preferred
PeopleTec is currently seeking a Financial Audit, Controls and Process Specialist support our Indianapolis, IN location.
Primary duties include:
Assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, audit readiness, risk assessment and controls analysis. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams.
The ideal candidate will have a demonstrated background in one or more of the following: Financial Audit Preparation and Execution, Sarbanes-Oxley Compliance, OMB A-123 Internal Control Compliance, Information Technology System Audits and Risk Assessment.
The candidate will support and participate in program reviews, briefings, workshops and working groups. Strong verbal and written communication skills are required.
Required Skills/Experience :
At least 2 years of demonstrated experience with financial and management process improvement, audit readiness, risk assessment and controls analysis.
Experience with financial management, accounting financial statement auditing processes and Enterprise Resource Management systems.
Experience with MS Visio.
Excellent organizational and analytical skills.
Excellent oral and written communication skills
Travel : 15%
Must be a U.S. Citizen
An active NACI is preferred, however Candidate must be able to pass a Federal Background Investigation and hold a Security clearance. Current background investigation or clearance is NOT required for hire; inability to gain one will be cause for dismissal.
Education Requirements :
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Previous employment with DoD financial management processes and systems is highly desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/820256-145621
Jun 18, 2018
Full time
PeopleTec is currently seeking a Financial Audit, Controls and Process Specialist support our Indianapolis, IN location.
Primary duties include:
Assisting the U.S. Army Finance Command (USAFMCOM) related to financial and management process improvement, audit readiness, risk assessment and controls analysis. Efforts will be performed on-site with extensive interaction with combined Government and contractor teams.
The ideal candidate will have a demonstrated background in one or more of the following: Financial Audit Preparation and Execution, Sarbanes-Oxley Compliance, OMB A-123 Internal Control Compliance, Information Technology System Audits and Risk Assessment.
The candidate will support and participate in program reviews, briefings, workshops and working groups. Strong verbal and written communication skills are required.
Required Skills/Experience :
At least 2 years of demonstrated experience with financial and management process improvement, audit readiness, risk assessment and controls analysis.
Experience with financial management, accounting financial statement auditing processes and Enterprise Resource Management systems.
Experience with MS Visio.
Excellent organizational and analytical skills.
Excellent oral and written communication skills
Travel : 15%
Must be a U.S. Citizen
An active NACI is preferred, however Candidate must be able to pass a Federal Background Investigation and hold a Security clearance. Current background investigation or clearance is NOT required for hire; inability to gain one will be cause for dismissal.
Education Requirements :
A completed Bachelor's Degree in Accounting, Finance, Economics or a related field is required, a CPA license is preferred.
Desired Skills:
Previous employment with DoD financial management processes and systems is highly desired.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/820256-145621
PeopleTec is currently seeking a Cost Analyst to support our Huntsville, AL location.
Candidate will accomplish requirements in support of a product manager to include performing programmatic support to Army Acquisition Product Manager's Cost Analyst Team by preparing Life Cycle Cost Estimates, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. Ideal candidates have recent and relevant experience gained from military/civilian service and are adept at briefing mid and senior staff personnel. Develop the Government's recommended and objective cost position for prime contractor or Other Government Organization proposals. Provide recommendations to senior staff regarding prime contractor submitted cost and performance reports. Evaluate the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Develop cost estimates for enhancements to systems and other future system requirements. Assist in planning and execution of events providing documentation to support acquisition milestones decisions. Calculate risk of tradeoff analysis and other studies. Analyze mission requirements to determine cost parameters and specific cost factors and relationships to be utilized in developing cost models. Provide technical assistance to functional specialist in identifying and evaluating program cost factors and cost impacts of program alternatives. Utilize independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail oriented environment.
Required Skills/Experience:
Must have 3+ years of direct experience in an advanced cost analysis/financial position.
Must have experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis.
Must have experience using Automated Cost Estimating Integrated Tool (ACEIT).
Must have a thorough knowledge of Cost Accounting Standards, Generally Accepted Accounting Principles, and the Federal Acquisition Regulations.
Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel.
Must have strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment.
Must have exceptional written and oral presentation skills.
Must have demonstrated experience working individually as well as organizing and facilitating working groups.
Must have experience preparing detailed written reports and briefings suitable for presentation to senior level military and corporate leadership, as well as present material orally.
Must have excellent written and oral communication skills and the ability to use Microsoft Office suite of products.
Travel: May require up to 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education / Years of Experience:
A completed Bachelor's Degree in a related field with 5-10 years of relevant work experience. (Relevant experience = directly traceable to job description requirements)
Education Substitution/Equivalency:
High School plus 16+ years of directly traceable experience, OR a Master's Degree and 6+ years of directly traceable experience may be considered to fill this position.
Desired Skills :
Acquisition Level III Certification or equivalent.
PEO Aviation PMO experience, PM experience, Headquarters Staff experience or similar DoD Program Offices preferred.
Experience supporting program budgeting processes with the preparation of P and R-Forms.
Knowledge of DoD program planning and budgeting cycles and reporting requirements.
Knowledge of the DoD Acquisition process and procurement regulations.
Collection and analysis of information to assess cost, schedule, and performance associated with risk identification and risk management activities.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/818579-145621
Jun 13, 2018
Full time
PeopleTec is currently seeking a Cost Analyst to support our Huntsville, AL location.
Candidate will accomplish requirements in support of a product manager to include performing programmatic support to Army Acquisition Product Manager's Cost Analyst Team by preparing Life Cycle Cost Estimates, Independent Government Cost Estimates, Proposal Evaluation inputs, tasker inputs, Spend Plans, and other related cost inputs. Ideal candidates have recent and relevant experience gained from military/civilian service and are adept at briefing mid and senior staff personnel. Develop the Government's recommended and objective cost position for prime contractor or Other Government Organization proposals. Provide recommendations to senior staff regarding prime contractor submitted cost and performance reports. Evaluate the following cost elements: labor, travel, materials, other ODC, overhead, G&A and cost of money. Develop cost estimates for enhancements to systems and other future system requirements. Assist in planning and execution of events providing documentation to support acquisition milestones decisions. Calculate risk of tradeoff analysis and other studies. Analyze mission requirements to determine cost parameters and specific cost factors and relationships to be utilized in developing cost models. Provide technical assistance to functional specialist in identifying and evaluating program cost factors and cost impacts of program alternatives. Utilize independent judgment to plan, prioritize, and organize a diversified workload in a high-pace and detail oriented environment.
Required Skills/Experience:
Must have 3+ years of direct experience in an advanced cost analysis/financial position.
Must have experience in generating: Life Cycle Cost Estimates, Independent Government Estimates, cost input to Acquisition Program Baselines, Business Case Analysis, and Cost as an Independent Variable analysis.
Must have experience using Automated Cost Estimating Integrated Tool (ACEIT).
Must have a thorough knowledge of Cost Accounting Standards, Generally Accepted Accounting Principles, and the Federal Acquisition Regulations.
Must have the ability to respond quickly and accurately to "What-if" drills concerning program delays, acceleration in schedule, and cuts/increases to the existing funding profile using ACEIT and offline in Excel.
Must have strong skills and depth of experience in the development of an array of alternative solutions for program management challenges relating to cost, schedule, production, fielding and sustainment.
Must have exceptional written and oral presentation skills.
Must have demonstrated experience working individually as well as organizing and facilitating working groups.
Must have experience preparing detailed written reports and briefings suitable for presentation to senior level military and corporate leadership, as well as present material orally.
Must have excellent written and oral communication skills and the ability to use Microsoft Office suite of products.
Travel: May require up to 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education / Years of Experience:
A completed Bachelor's Degree in a related field with 5-10 years of relevant work experience. (Relevant experience = directly traceable to job description requirements)
Education Substitution/Equivalency:
High School plus 16+ years of directly traceable experience, OR a Master's Degree and 6+ years of directly traceable experience may be considered to fill this position.
Desired Skills :
Acquisition Level III Certification or equivalent.
PEO Aviation PMO experience, PM experience, Headquarters Staff experience or similar DoD Program Offices preferred.
Experience supporting program budgeting processes with the preparation of P and R-Forms.
Knowledge of DoD program planning and budgeting cycles and reporting requirements.
Knowledge of the DoD Acquisition process and procurement regulations.
Collection and analysis of information to assess cost, schedule, and performance associated with risk identification and risk management activities.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/818579-145621
American Civil Liberties Union
125 Broad Street, 18th Floor, New York, NY 10004
Assistant Director, Major Gifts [DEVF-79], Development Department, NY
Office: National Offices, New York, NY
Location: New York
JUNE 11, 2018
Assistant Director, Major Gifts [DEVF-79]
American Civil Liberties Union Foundation
Development Department, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people from government abuse and overreach. With more than a million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
The Development Department of the ACLU’s National Office in New York City is seeking applicants for a full-time Assistant Director, Major Gifts .
OVERVIEW
Building a strong donor pipeline is a top priority for the ACLU. With an incredible surge in support following the election, we have an unprecedented opportunity to build a robust major gifts effort, focusing on donors giving up to $100,000. Through smart strategies and strong collaborations with affiliate partners, our goal is to increase retention within these programs as well as create a clear and aggressive upgrade path for prospects for our Leadership and Planned Gifts programs. We aim to make these programs industry leaders, as we use high levels of donor enthusiasm, opportunities for genuine engagement, and a compelling case for support to drive these programs to the next level.
The Assistant Director, Major Gifts will report to the Director, Mid and Major Gifts and will develop fundraising strategies targeted towards maintaining and increasing the support of the ACLU’s $10K-$100K donors. The Assistant Director will manage a portfolio of $10K+ donors and prospects.
ROLES AND RESPONSIBILITIES
Actively solicit and close gifts of $25,000 to $100,000 from donors and family foundations through a strategic nationwide program of face-to-face discovery, cultivation, and solicitation visits.
Strategically manage a portfolio of approximately 125 donors and family foundations; provide donors with personally tailored updates and solicitations.
Effectively partner with staff in the national office and assigned affiliates to advance the organization’s major gifts efforts.
Secure, plan, and lead face-to-face donor visits to encourage and assist donors and prospects in making annual and special gifts.
In collaboration with the Major Gifts team, execute solicitation follow-up materials, including but not limited to customized proposals and reports.
Provide executive-level support to senior staff, including insightful and concise briefing materials in advance of meeting with donors and prospects.
Organize and participate in small donor gatherings and strategic donor events.
Ensure that all information related to portfolio donors is properly recorded in the shared nationwide database.
Maintain working knowledge of nationwide programmatic priorities and issues.
Work effectively with and quickly gain the respect and support of various and diverse constituencies, including affiliate and national staff members, affiliate board members and other lay leaders, and high net worth donors and prospects.
Commit to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
Demonstrate a commitment to diversity within the office; use a personal approach that values all individuals and respects differences in regards to race, ethnicity, age, gender identity and expression, sexual orientation, religion, ability and socio-economic circumstance.
Assist the Mid and Major Gifts department with other duties as assigned.
EXPERIENCE AND QUALIFICATIONS
Experience working in major gifts fundraising in a non-profit environment, ideally at an organization with comparable complexity and scale of the ACLU.
Successful track record of direct solicitation of gifts of $10,000+ preferred
Ability to represent the organization to donors and to interface with all levels of staff at the national office and affiliates while maintaining, confidentiality, tact and diplomacy.
Excellent organizational skills and the ability to manage multiple projects; superior attention to detail with strong follow through.
Initiative, self-motivation and the ability to work independently and as part of a team.
Strong verbal and written communication skills.
Computer proficiency, including experience with donor databases
Willingness and desire to travel frequently to solicit donors and prospects.
Valid driver’s license and willingness to drive to donor meetings as necessary.
Commitment to the mission and goals of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter and resume to hrjobsdevf@aclu.org . Reference [DEVF-79] in subject line. Please note that this is not the general ACLU email address. This email address is specific to the department. In order to ensure your application is received please make certain it is sent to the correct e-mail address. You can expect to receive an automatic response that acknowledges the submission of application materials.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
Jun 12, 2018
Full time
Assistant Director, Major Gifts [DEVF-79], Development Department, NY
Office: National Offices, New York, NY
Location: New York
JUNE 11, 2018
Assistant Director, Major Gifts [DEVF-79]
American Civil Liberties Union Foundation
Development Department, NY
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people from government abuse and overreach. With more than a million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
The Development Department of the ACLU’s National Office in New York City is seeking applicants for a full-time Assistant Director, Major Gifts .
OVERVIEW
Building a strong donor pipeline is a top priority for the ACLU. With an incredible surge in support following the election, we have an unprecedented opportunity to build a robust major gifts effort, focusing on donors giving up to $100,000. Through smart strategies and strong collaborations with affiliate partners, our goal is to increase retention within these programs as well as create a clear and aggressive upgrade path for prospects for our Leadership and Planned Gifts programs. We aim to make these programs industry leaders, as we use high levels of donor enthusiasm, opportunities for genuine engagement, and a compelling case for support to drive these programs to the next level.
The Assistant Director, Major Gifts will report to the Director, Mid and Major Gifts and will develop fundraising strategies targeted towards maintaining and increasing the support of the ACLU’s $10K-$100K donors. The Assistant Director will manage a portfolio of $10K+ donors and prospects.
ROLES AND RESPONSIBILITIES
Actively solicit and close gifts of $25,000 to $100,000 from donors and family foundations through a strategic nationwide program of face-to-face discovery, cultivation, and solicitation visits.
Strategically manage a portfolio of approximately 125 donors and family foundations; provide donors with personally tailored updates and solicitations.
Effectively partner with staff in the national office and assigned affiliates to advance the organization’s major gifts efforts.
Secure, plan, and lead face-to-face donor visits to encourage and assist donors and prospects in making annual and special gifts.
In collaboration with the Major Gifts team, execute solicitation follow-up materials, including but not limited to customized proposals and reports.
Provide executive-level support to senior staff, including insightful and concise briefing materials in advance of meeting with donors and prospects.
Organize and participate in small donor gatherings and strategic donor events.
Ensure that all information related to portfolio donors is properly recorded in the shared nationwide database.
Maintain working knowledge of nationwide programmatic priorities and issues.
Work effectively with and quickly gain the respect and support of various and diverse constituencies, including affiliate and national staff members, affiliate board members and other lay leaders, and high net worth donors and prospects.
Commit to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
Demonstrate a commitment to diversity within the office; use a personal approach that values all individuals and respects differences in regards to race, ethnicity, age, gender identity and expression, sexual orientation, religion, ability and socio-economic circumstance.
Assist the Mid and Major Gifts department with other duties as assigned.
EXPERIENCE AND QUALIFICATIONS
Experience working in major gifts fundraising in a non-profit environment, ideally at an organization with comparable complexity and scale of the ACLU.
Successful track record of direct solicitation of gifts of $10,000+ preferred
Ability to represent the organization to donors and to interface with all levels of staff at the national office and affiliates while maintaining, confidentiality, tact and diplomacy.
Excellent organizational skills and the ability to manage multiple projects; superior attention to detail with strong follow through.
Initiative, self-motivation and the ability to work independently and as part of a team.
Strong verbal and written communication skills.
Computer proficiency, including experience with donor databases
Willingness and desire to travel frequently to solicit donors and prospects.
Valid driver’s license and willingness to drive to donor meetings as necessary.
Commitment to the mission and goals of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter and resume to hrjobsdevf@aclu.org . Reference [DEVF-79] in subject line. Please note that this is not the general ACLU email address. This email address is specific to the department. In order to ensure your application is received please make certain it is sent to the correct e-mail address. You can expect to receive an automatic response that acknowledges the submission of application materials.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
The ACLU undertakes affirmative action strategies in its recruitment and employment efforts to assure that persons with disabilities have full opportunities for employment in all positions.
We encourage applicants with disabilities who may need accommodations in the application process to contact: hrjobsincl@aclu.org . Correspondence sent to this email address that is not related to requests for accommodations will not be reviewed. Applicants should follow the instructions above regarding how to apply.
The ACLU comprises two separate corporate entities, the American Civil Liberties Union and the ACLU Foundation. Both the American Civil Liberties Union and the ACLU Foundation are national organizations with the same overall mission, and share office space and employees. The ACLU has two separate corporate entities in order to do a broad range of work to protect civil liberties. This job posting refers collectively to the two organizations under the name “ACLU.”
REGISTRATION REQUIRED
We are seeking to fill Bilingual Collections & Recovery Specialist I & II roles for our Brea, CA Financial Center. Qualified candidates must have customer service experience, demonstrated commitment to providing quality customer service. Must also be Fluent (reading, writing, speaking) in English & Spanish. For successful registration, please email Ashley Miller at amiller40@bankofamerica.com to confirm your attendance.
This event will run from 12:00 PM – 1:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Please note accommodations will be available to complete the Spanish Language Assessment while onsite. Come prepared to interview as hiring managers and key decision makers will be there.
Location:
Bank of America Contact Center 275 Valencia Ave Brea, CA 92823
Event Date:
06/27/2018 12:00 PM
You may park in any unreserved spot available. Please check in with security upon arrival with your photo ID. Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Jun 12, 2018
Full time
REGISTRATION REQUIRED
We are seeking to fill Bilingual Collections & Recovery Specialist I & II roles for our Brea, CA Financial Center. Qualified candidates must have customer service experience, demonstrated commitment to providing quality customer service. Must also be Fluent (reading, writing, speaking) in English & Spanish. For successful registration, please email Ashley Miller at amiller40@bankofamerica.com to confirm your attendance.
This event will run from 12:00 PM – 1:00 PM. Attire is business-banking professional. Please bring several copies of your resume. Please note accommodations will be available to complete the Spanish Language Assessment while onsite. Come prepared to interview as hiring managers and key decision makers will be there.
Location:
Bank of America Contact Center 275 Valencia Ave Brea, CA 92823
Event Date:
06/27/2018 12:00 PM
You may park in any unreserved spot available. Please check in with security upon arrival with your photo ID. Thank you for your interest in Bank of America! Gracias por su interes en Bank of America!
Texas Dept. of Information Resources
300 West 15th Street, Austin, TX, USA
Job Posting: #00002089
Opened: 05/25/18
Closes: 06/11/18
Position Title: Budget Analyst V
Class/Group: 1159/B25
Military Occupation Specialty Code: 36B Financial Management Technician; 31 Financial Management; 32 Fiscal Operations
FLSA: Exempt
Number of Vacancies: 1
Division/Section: Chief Financial Office / Finance
Salary Range: $5258.67 - $6941.50 / monthly
Duration: Regular
Hours Worked Weekly: 40
Shift: Days
Travel: None
Agency Address: 300 W. 15th Street, Austin Tx 78701
Work Location: Same
Web site: www.dir.texas.gov
Refer Inquiries to: Human Resources
Telephone: (512) 475-4612 or (512) 463-5920
HOW TO APPLY:
Select “Apply Online” to apply for the job at https://capps.taleo.net/careersection/ex/jobsearch.ftl?lang=en
You must create a CAPPS Career Section candidate profile or be logged in to apply
Update your profile and apply for the job by navigating through the pages and steps
Once ready, select “Submit” on the “Review and Submit” page.
APPLICANTS MUST PROVIDE IN DEPTH INFORMATION IN THE EXPERIENCE & CREDENTIALS SECTION TO DEMONSTRATE HOW THEY MEET THE POSITION QUALIFICATIONS.
Applications are not accepted at the agency. Resumes are not accepted in lieu of the application. Incomplete applications may result in disqualification of applicant.
Interview Place/Time: Candidates will be notified for appointments as determined by the selection committee.
Notice: Section 651.005 of the Government Code requires males, ages 18 through 25 years, to provide proof of their Selective Service registration or proof of their exemption from the requirement as a condition of state employment.
EQUAL OPPORTUNITY EMPLOYER The Department of Information Resources does not exclude anyone from consideration for recruitment, selection, appointment, training, promotion, retention, or any other personnel action, or deny any benefits or participation in programs or activities, which it sponsors on the grounds of race, color, national origin, sex, religion, age or disability. Please call 512-463-5920 to request reasonable accommodations.
POSITION SUMMARY The Texas Department of Information Resources serves a wide spectrum of customers by providing technology leadership, solutions, and value to State of Texas government agencies, higher education, and local government entities of all sizes to facilitate the fulfillment of their core missions.
The individual in this role will perform highly complex (senior-level) budget preparation and analysis work across multiple business lines for the agency’s Shared Services Financial Analysis Department. Work involves coordinating budgetary activities, reviewing and analyzing operating budgets, and providing technical advice and assistance on budgetary matters. Assists in development of vendor contract pricing models and financial statement of work requirements. Participates in vendor financial negotiations and monitors vendor contract financial compliance. Leads financial transition activities, including design and development of complex chargeback models. May supervise the work of others. Works under limited supervision, with considerable latitude for the use of initiative and independent judgment. ESSENTIAL FUNCTIONS
Oversees the preparation of budgetary and management reports.
Oversees the development and evaluation of performance and workload measures.
Analyzes expenditure patterns and makes recommendations on the use of funds.
Coordinates the preparation of budgets to provide management with expenditure data, trends, and recommendations.
Develops and ensures compliance and coordination of budgeting procedures, preparation, and reporting.
Establishes work methods and priorities, and determines methodologies and techniques for performing budget evaluations.
Informs management of budget deviations, problems, and events likely to affect operations; explains causes; and measures effect on the agency’s mission and resources.
Oversees the planning, organizing, coordinating, and evaluating of budgetary activities.
Examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.
Assists in development of vendor pricing models, participates in vendor financial negotiations and monitors vendor financial compliance.
Oversee financial transition activities, including the design and development of complex chargeback models.
May plan, assign, and/or supervise the work of others.
Performs related work as assigned.
EDUCATION
Graduation from an accredited four-year college or university with major course work in accounting, finance, business, public administration, or a related field.
EXPERIENCE & TRAINING REQUIRED
Minimum of seven (7) years of experience in budget preparation and analysis and in performance measurement reporting work.
Minimum of three (3) years of experience developing vendor pricing models, participating in vendor financial negotiations and monitoring vendor financial compliance.
Minimum of three (3) years of experience participating in complex financial transitions involving chargebacks.
KNOWLEDGE, SKILLS & ABILITIES
Knowledge of accounting, budgetary, and management principles, practices, and procedures.
Knowledge of forecasting methodologies.
Knowledge of automated accounting, budgeting, and forecasting programs; and of performance measurement and reporting.
Knowledge of state procurement processes.
Ability to analyze fiscal management information to determine appropriate use of funds.
Ability to perform statistical analyses.
Ability to identify and develop budgetary reports and schedules.
Ability to analyze management problems and develop and present solutions.
Ability to communicate effectively, and to supervise the work of others.
Ability to work a flexible schedule to meet required deadlines.
Ability to work under pressure and exacting schedules to complete assigned tasks.
Ability to establish and maintain effective and cordial working relationships at all organizational levels, including agency. management, direct supervisors, co-workers, internal and external customers.
Ability to understand, follow and convey brief oral and/or written instructions.
Ability to communicate both verbally and in writing; in a clear and concise manner.
Ability to work independently and as part of a team, and to support and contribute to a cohesive team environment.
Ability to comply with all agency policies and applicable laws.
Ability to comply with all applicable safety rules, regulations and standards.
COMPUTER SKILLS
Proficiency in the use of a personal computer and applicable software necessary to perform work assignments e.g. word processing, spreadsheets (Microsoft Office preferred)
OTHER REQUIREMENTS
Regular and punctual attendance
Criminal background check
WORK ENVIRONMENT
Frequent use of a personal computer, copiers, printers and telephones
Frequent work under stress, as a team member, and in direct contact with others
Frequent standing, walking, sitting, listening and talking
Occasional bending and stooping
Occasional lifting and climbing
May 30, 2018
Full time
Job Posting: #00002089
Opened: 05/25/18
Closes: 06/11/18
Position Title: Budget Analyst V
Class/Group: 1159/B25
Military Occupation Specialty Code: 36B Financial Management Technician; 31 Financial Management; 32 Fiscal Operations
FLSA: Exempt
Number of Vacancies: 1
Division/Section: Chief Financial Office / Finance
Salary Range: $5258.67 - $6941.50 / monthly
Duration: Regular
Hours Worked Weekly: 40
Shift: Days
Travel: None
Agency Address: 300 W. 15th Street, Austin Tx 78701
Work Location: Same
Web site: www.dir.texas.gov
Refer Inquiries to: Human Resources
Telephone: (512) 475-4612 or (512) 463-5920
HOW TO APPLY:
Select “Apply Online” to apply for the job at https://capps.taleo.net/careersection/ex/jobsearch.ftl?lang=en
You must create a CAPPS Career Section candidate profile or be logged in to apply
Update your profile and apply for the job by navigating through the pages and steps
Once ready, select “Submit” on the “Review and Submit” page.
APPLICANTS MUST PROVIDE IN DEPTH INFORMATION IN THE EXPERIENCE & CREDENTIALS SECTION TO DEMONSTRATE HOW THEY MEET THE POSITION QUALIFICATIONS.
Applications are not accepted at the agency. Resumes are not accepted in lieu of the application. Incomplete applications may result in disqualification of applicant.
Interview Place/Time: Candidates will be notified for appointments as determined by the selection committee.
Notice: Section 651.005 of the Government Code requires males, ages 18 through 25 years, to provide proof of their Selective Service registration or proof of their exemption from the requirement as a condition of state employment.
EQUAL OPPORTUNITY EMPLOYER The Department of Information Resources does not exclude anyone from consideration for recruitment, selection, appointment, training, promotion, retention, or any other personnel action, or deny any benefits or participation in programs or activities, which it sponsors on the grounds of race, color, national origin, sex, religion, age or disability. Please call 512-463-5920 to request reasonable accommodations.
POSITION SUMMARY The Texas Department of Information Resources serves a wide spectrum of customers by providing technology leadership, solutions, and value to State of Texas government agencies, higher education, and local government entities of all sizes to facilitate the fulfillment of their core missions.
The individual in this role will perform highly complex (senior-level) budget preparation and analysis work across multiple business lines for the agency’s Shared Services Financial Analysis Department. Work involves coordinating budgetary activities, reviewing and analyzing operating budgets, and providing technical advice and assistance on budgetary matters. Assists in development of vendor contract pricing models and financial statement of work requirements. Participates in vendor financial negotiations and monitors vendor contract financial compliance. Leads financial transition activities, including design and development of complex chargeback models. May supervise the work of others. Works under limited supervision, with considerable latitude for the use of initiative and independent judgment. ESSENTIAL FUNCTIONS
Oversees the preparation of budgetary and management reports.
Oversees the development and evaluation of performance and workload measures.
Analyzes expenditure patterns and makes recommendations on the use of funds.
Coordinates the preparation of budgets to provide management with expenditure data, trends, and recommendations.
Develops and ensures compliance and coordination of budgeting procedures, preparation, and reporting.
Establishes work methods and priorities, and determines methodologies and techniques for performing budget evaluations.
Informs management of budget deviations, problems, and events likely to affect operations; explains causes; and measures effect on the agency’s mission and resources.
Oversees the planning, organizing, coordinating, and evaluating of budgetary activities.
Examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.
Assists in development of vendor pricing models, participates in vendor financial negotiations and monitors vendor financial compliance.
Oversee financial transition activities, including the design and development of complex chargeback models.
May plan, assign, and/or supervise the work of others.
Performs related work as assigned.
EDUCATION
Graduation from an accredited four-year college or university with major course work in accounting, finance, business, public administration, or a related field.
EXPERIENCE & TRAINING REQUIRED
Minimum of seven (7) years of experience in budget preparation and analysis and in performance measurement reporting work.
Minimum of three (3) years of experience developing vendor pricing models, participating in vendor financial negotiations and monitoring vendor financial compliance.
Minimum of three (3) years of experience participating in complex financial transitions involving chargebacks.
KNOWLEDGE, SKILLS & ABILITIES
Knowledge of accounting, budgetary, and management principles, practices, and procedures.
Knowledge of forecasting methodologies.
Knowledge of automated accounting, budgeting, and forecasting programs; and of performance measurement and reporting.
Knowledge of state procurement processes.
Ability to analyze fiscal management information to determine appropriate use of funds.
Ability to perform statistical analyses.
Ability to identify and develop budgetary reports and schedules.
Ability to analyze management problems and develop and present solutions.
Ability to communicate effectively, and to supervise the work of others.
Ability to work a flexible schedule to meet required deadlines.
Ability to work under pressure and exacting schedules to complete assigned tasks.
Ability to establish and maintain effective and cordial working relationships at all organizational levels, including agency. management, direct supervisors, co-workers, internal and external customers.
Ability to understand, follow and convey brief oral and/or written instructions.
Ability to communicate both verbally and in writing; in a clear and concise manner.
Ability to work independently and as part of a team, and to support and contribute to a cohesive team environment.
Ability to comply with all agency policies and applicable laws.
Ability to comply with all applicable safety rules, regulations and standards.
COMPUTER SKILLS
Proficiency in the use of a personal computer and applicable software necessary to perform work assignments e.g. word processing, spreadsheets (Microsoft Office preferred)
OTHER REQUIREMENTS
Regular and punctual attendance
Criminal background check
WORK ENVIRONMENT
Frequent use of a personal computer, copiers, printers and telephones
Frequent work under stress, as a team member, and in direct contact with others
Frequent standing, walking, sitting, listening and talking
Occasional bending and stooping
Occasional lifting and climbing
Washington State Department of Labor & Industries
Tacoma, WA, USA
This is a great In-Training opportunity for you to enhance your technical skills, as well as your interpersonal skills. Bring your talents to public service and join us in keeping Washington safe and working. As an L&I Field Auditor, you will independently conduct audits of businesses financial records to determine premium liability for industrial insurance. Perform onsite audits within local businesses and survey work operations to determine risk classifications for job hazards of the business and compliance with industrial insurance reporting requirements. Provide professional consulting and technical assistance to educate employers regarding prime contractor liability, recordkeeping and reporting requirements. Why work for Labor & Industries ? We have a flexible work environment. Flex schedules and teleworking are available after successfully meeting a six month probationary period. Your work/life balance is respected, your voice matters and Washington State provides one of the most competitive benefits packages in the nation. In addition, L&I is a diverse state agency dedicated to the safety and health and security of Washington's 2.5 million workers. Some of what you'll do:
Perform compliance audits, educational audits for new and existing English and Spanish speaking employers and investigations to verify employers are complying with the Revised Code of Washington (RCWs) Title 51 and WACs
Educate and communicate with employers in both English and Spanish in regards to questions surrounding industrial insurance, and provide information related to audit processes, laws and rules
Independently screen, schedule, coordinate and conduct audits of business financial records
Document audit details in chronological order as events happen throughout the audit process
Review employment contracts and conduct fact-finding interviews
Determine proper risk classification for job hazards of the business, and if the business is in compliance industrial insurance reporting requirements
Prepares professional and extensive reports of audit findings
Prepare subpoenas and other legal documents as needed and testify at industrial insurance appeals and court proceedings
What we're looking for:
Professional accounting or auditing experience
Knowledge of generally accepted accounting principles (GAAP) and auditing theory.
Strong and effective communicators with written, verbal and excellent interpersonal skills.
Experience facilitating training and providing information and instruction clearly and effectively.
Proficient computer skills using MS Word, Excel and Internet.
Properly identify, collect, document data and information for assessment, analysis, and investigation.
Gather and attain confidential information.
Skill in persuading others to voluntarily comply with regulations or policies.
Building and maintaining effective working relationships.
Experience successfully performing multiple tasks under tight deadlines without sacrificing quality and accuracy.
Experience maintaining confidentiality.
Possess a valid driver's license.
Experience auditing employer records for Industrial Insurance reporting is desired.
Independently make decisions on policies and procedures in a precise and timely manner using critical thinking skills.
Note: When applying please include the following:
Cover letter
Copy of your unofficial college transcripts documenting successful completion of the required 20 semester or 30 quarter hours in accounting
Resume
Who should apply:
Viable applicants must have a minimum of 20 semester or 30 quarter hours in accounting (may include credits from one (1) Finance class or one (1) Business Law class) along with Bachelor's degree.
Ability to read, write and converse fluently in both Spanish and English
Professional level accounting or auditing experience could substitute, year for year, for the education; however, not for the required 20 semester or 30 quarter hours of accounting.
May 15, 2018
Full time
This is a great In-Training opportunity for you to enhance your technical skills, as well as your interpersonal skills. Bring your talents to public service and join us in keeping Washington safe and working. As an L&I Field Auditor, you will independently conduct audits of businesses financial records to determine premium liability for industrial insurance. Perform onsite audits within local businesses and survey work operations to determine risk classifications for job hazards of the business and compliance with industrial insurance reporting requirements. Provide professional consulting and technical assistance to educate employers regarding prime contractor liability, recordkeeping and reporting requirements. Why work for Labor & Industries ? We have a flexible work environment. Flex schedules and teleworking are available after successfully meeting a six month probationary period. Your work/life balance is respected, your voice matters and Washington State provides one of the most competitive benefits packages in the nation. In addition, L&I is a diverse state agency dedicated to the safety and health and security of Washington's 2.5 million workers. Some of what you'll do:
Perform compliance audits, educational audits for new and existing English and Spanish speaking employers and investigations to verify employers are complying with the Revised Code of Washington (RCWs) Title 51 and WACs
Educate and communicate with employers in both English and Spanish in regards to questions surrounding industrial insurance, and provide information related to audit processes, laws and rules
Independently screen, schedule, coordinate and conduct audits of business financial records
Document audit details in chronological order as events happen throughout the audit process
Review employment contracts and conduct fact-finding interviews
Determine proper risk classification for job hazards of the business, and if the business is in compliance industrial insurance reporting requirements
Prepares professional and extensive reports of audit findings
Prepare subpoenas and other legal documents as needed and testify at industrial insurance appeals and court proceedings
What we're looking for:
Professional accounting or auditing experience
Knowledge of generally accepted accounting principles (GAAP) and auditing theory.
Strong and effective communicators with written, verbal and excellent interpersonal skills.
Experience facilitating training and providing information and instruction clearly and effectively.
Proficient computer skills using MS Word, Excel and Internet.
Properly identify, collect, document data and information for assessment, analysis, and investigation.
Gather and attain confidential information.
Skill in persuading others to voluntarily comply with regulations or policies.
Building and maintaining effective working relationships.
Experience successfully performing multiple tasks under tight deadlines without sacrificing quality and accuracy.
Experience maintaining confidentiality.
Possess a valid driver's license.
Experience auditing employer records for Industrial Insurance reporting is desired.
Independently make decisions on policies and procedures in a precise and timely manner using critical thinking skills.
Note: When applying please include the following:
Cover letter
Copy of your unofficial college transcripts documenting successful completion of the required 20 semester or 30 quarter hours in accounting
Resume
Who should apply:
Viable applicants must have a minimum of 20 semester or 30 quarter hours in accounting (may include credits from one (1) Finance class or one (1) Business Law class) along with Bachelor's degree.
Ability to read, write and converse fluently in both Spanish and English
Professional level accounting or auditing experience could substitute, year for year, for the education; however, not for the required 20 semester or 30 quarter hours of accounting.
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements) and a resume and a relevant writing sample to HRJobsADMU@aclu.org. Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
May 11, 2018
Full time
For nearly 100 years, the ACLU has been our nation’s guardian of liberty, working in courts, legislatures, and communities to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it’s ending mass incarceration, achieving full equality for the LGBT community, advancing racial justice, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties and civil rights cases and issues to defend all people from government abuse and overreach. With more than one million members, activists, and supporters, the ACLU is a nationwide organization that fights tirelessly in all 50 states, Puerto Rico, and Washington, D.C., for the principle that every individual’s rights must be protected equally under the law, regardless of race, religion, gender, sexual orientation, gender identity or expression, age, disability, national origin, record of arrest or conviction.
OVERVIEW
The American Civil Liberties Union is seeking a Special Assistant to the Chief Financial Officer who will support the Chief Finance Officer (CFO) and will be responsible for logistical and administrative support for the entire Finance Department. The Special Assistant to the Chief Financial Officer will also work as a liaison between the CFO and ACLU National and Affiliate staff.
ROLES AND RESPONSIBILITIES
The Assistant to the Chief Financial Officer will be responsible for:
Providing administrative support to the New York-based Finance department.
Serving as the primary point of contact for the Finance department and directing requests for information to the appropriate staff member.
Responding to inquiries and requests for information from National staff, affiliate staff and others.
Maintaining confidentiality of information related to sensitive financial and board related matters.
Assisting with annual audit, budget, and revenue reconciliation processes.
Scheduling ad hoc Board committees relating to financial matters, including, but not limited to, the Audit, Investment and Finance Committees and staffing these Committees as needed.
Managing departmental calendaring and scheduling system.
Reviewing payment requests for completeness and accuracy.
Assisting with expense reports for the Finance department.
Providing daily logistical planning, organization, and administrative support to CFO.
Acting as a resource for all staff in the Finance department and supporting departmental work as needed.
Creating and maintaining systems for easy access to department records.
Performing other duties as appropriate and assigned.
EXPERIENCE AND QUALIFICATIONS
3 years of related work experience, accounting firm experience preferred.
Must take initiative and be highly organized with attention to detail.
Ability to prioritize work and consistently meet deadlines.
Ability to maintain strict confidentiality.
Excellent interpersonal skills and the ability to engage stakeholders at all levels, both within and outside of the organization.
Proficiency in Microsoft Office Suite (e.g., Outlook, Word, Excel).
Working knowledge of basic financial and accounting concepts preferred.
Commitment to the mission of the ACLU.
COMPENSATION
The ACLU offers a generous and comprehensive compensation and benefits package, commensurate with experience and within the parameters of the ACLU compensation scale.
HOW TO APPLY
Please send a cover letter (with salary requirements) and a resume and a relevant writing sample to HRJobsADMU@aclu.org. Reference [ADMU-61] in subject line.
Please indicate in your cover letter where you learned of this career opportunity.
Applications will be accepted until the position is filled.
This job description provides a general but not comprehensive list of the essential responsibilities and qualifications required. It does not represent a contract of employment. The ACLU reserves the right to change the job description and/or posting at any time without advance notice.
The Department of Education has determined that employment in this position at the ACLU does not qualify for the Public Service Loan Forgiveness Program.
The ACLU is an equal opportunity employer. We value a diverse workforce and an inclusive culture. The ACLU encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction.
Float Member Service Representative
The Float Member Service Representative is responsible for a wide variety of teller, administrative and clerical duties. Duties include a high level of external and internal public contact and management of varied records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is located at the O.C. Haley branch, however this person will be required to work in the various locations throughout the New Orleans area where volume and customer traffic warrants the presence of a MSR.
Essential Duties and Functions
Establish and maintain member accounts
Prepare and process teller transactions efficiently and effectively
Adhere to established cash handling and balancing procedures
Prepare corporate deposits daily
Perform a variety of administrative duties including but not limited to answering telephones, typing and filing
Provide excellent customer service
Adhere to all branch procedures
Travel to various HOPE locations to work as needed
Competencies/Skills
Ability to handle monetary instruments and make transactions accurately
Working knowledge of word processor, spreadsheet, other PC applications, or mainframe applications to produce non-standard, creative products
Ability to read and interpret documents, write routine reports and correspondence
Ability to speak effectively before groups of customers and employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, percent, and interpret data
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Preferred Education and Experience
Bachelor’s degree, business concentration preferred
Three plus years of experience in banking/finance in areas related to job requirements
Cash handling and customer service experience
Fluency in Spanish and English required
HOPE offers a competitive salary and comprehensive benefits package. Visit www.hopecu.org to learn more about our organization.
May 11, 2018
Full time
Float Member Service Representative
The Float Member Service Representative is responsible for a wide variety of teller, administrative and clerical duties. Duties include a high level of external and internal public contact and management of varied records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is located at the O.C. Haley branch, however this person will be required to work in the various locations throughout the New Orleans area where volume and customer traffic warrants the presence of a MSR.
Essential Duties and Functions
Establish and maintain member accounts
Prepare and process teller transactions efficiently and effectively
Adhere to established cash handling and balancing procedures
Prepare corporate deposits daily
Perform a variety of administrative duties including but not limited to answering telephones, typing and filing
Provide excellent customer service
Adhere to all branch procedures
Travel to various HOPE locations to work as needed
Competencies/Skills
Ability to handle monetary instruments and make transactions accurately
Working knowledge of word processor, spreadsheet, other PC applications, or mainframe applications to produce non-standard, creative products
Ability to read and interpret documents, write routine reports and correspondence
Ability to speak effectively before groups of customers and employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, percent, and interpret data
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Preferred Education and Experience
Bachelor’s degree, business concentration preferred
Three plus years of experience in banking/finance in areas related to job requirements
Cash handling and customer service experience
Fluency in Spanish and English required
HOPE offers a competitive salary and comprehensive benefits package. Visit www.hopecu.org to learn more about our organization.
PeopleTec is currently seeking an Advanced Financial Analyst to support our Fort Belvoir, VA location.
In this role you'll need technical understanding of Ballistic Missile Defense System (BMDS), Integrated Master Test Plan (IMTP) and of the System Engineering role in the overall MDA engineering process. Use your problem solving, teamwork, customer relations, leadership, and communication skills across multiple organizations on mission critical projects. Responsibilities will include: Supporting BMDs, IMTP, MDA Engineering, Supporting program/budget planning, Justification document (R-Document), Paper Development Support, Analysis and tracking for Congressional RFIs/RTCs UFR development, justification, and tracking support, and other assigned tasks.
Required Skills/Experience:
15+ years of related work experience
Ability to brief senior leadership
Excellent Power Point and Word skills
Experience with test resource planning, cost estimation, resource mapping and tracking to a given baseline
Experience working in database environments (PRIDE experience preferable)
Understanding of MDA Systems Engineering process
Excellent Communications skills and ability to multi-task
Excellent Microsoft Excel skills which include experience with large multiple sheet workbooks, formulas/functions, including business/financial and pivot tables
Applicants selected for employment may be subject to a federal background investigation and may need to meet additional eligibility requirements for access to classified information or materials
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in Business, Math, Science, or other related degree, and 15 years of experience. Completed Master's Degree preferred.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/788084-145621
May 02, 2018
Full time
PeopleTec is currently seeking an Advanced Financial Analyst to support our Fort Belvoir, VA location.
In this role you'll need technical understanding of Ballistic Missile Defense System (BMDS), Integrated Master Test Plan (IMTP) and of the System Engineering role in the overall MDA engineering process. Use your problem solving, teamwork, customer relations, leadership, and communication skills across multiple organizations on mission critical projects. Responsibilities will include: Supporting BMDs, IMTP, MDA Engineering, Supporting program/budget planning, Justification document (R-Document), Paper Development Support, Analysis and tracking for Congressional RFIs/RTCs UFR development, justification, and tracking support, and other assigned tasks.
Required Skills/Experience:
15+ years of related work experience
Ability to brief senior leadership
Excellent Power Point and Word skills
Experience with test resource planning, cost estimation, resource mapping and tracking to a given baseline
Experience working in database environments (PRIDE experience preferable)
Understanding of MDA Systems Engineering process
Excellent Communications skills and ability to multi-task
Excellent Microsoft Excel skills which include experience with large multiple sheet workbooks, formulas/functions, including business/financial and pivot tables
Applicants selected for employment may be subject to a federal background investigation and may need to meet additional eligibility requirements for access to classified information or materials
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in Business, Math, Science, or other related degree, and 15 years of experience. Completed Master's Degree preferred.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/788084-145621
Preferred Qualifications: Bilingual (English/Spanish)
Various shifts available Monday through Friday 7am to 8pm and Saturdays 8am to 5pm.
SU M M A R Y : Under the close supervision of the Contact Center Supervisor, the Contact Center Representative serves at the first point of contact for customers. The incumbent responds to inbound calls on a range of customer issues from account and balance inquiries to queries about the full range of products and services. The Contact Center Representative assists customers with their individual needs in a friendly, courteous, efficient and cooperative manner.
ESSE N T I A L DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Give exceptional internal and external customer service by displaying sincere, outgoing, aggressive friendliness which includes answering phones promptly, consistently exhibit courtesy, competency and concern while responding timely and using customer's name.
Answer internal and external customer telephone inquiries by using proper telephone guidelines, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests or complaints promptly.
Complete all required documentation to meet customer needs.
Escalate unresolved or complex inquiries to the appropriate personnel or department when necessary.
Explain bank policies and procedures courteously and patiently
Maintain thorough knowledge of all bank products and services.
Offer additional services to customers by recognizing opportunities and educating customers about product enhancements, new products or new services.
Provide assistance to branch associates by processing customer requests when recording of calls is necessary.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
T E A M ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
Q U A LIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDU C A T IO N AND/OR EXPERIENCE:
High school diploma or general education degree (GED) required.
One (1) year of customer service experience required.
Contact center experience preferred.
Banking experience preferred.
O T HE R SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
About the Organization
As a provider of financial services, our #1 focus is our customers. We are people helping people find financial solutions for life. That is our culture - that is who we are as an organization. As an employer, our #1 focus is our associates. We offer competitive compensation, comprehensive benefits and an engaging work environment driven by the desire to serve our customers and communities. With over 315 locations in Arkansas, Oklahoma, Missouri and Kansas, we offer a variety of jobs. Whether you are looking for full-time or part-time employment, Arvest has the opportunity for you. Arvest is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law. EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Apr 30, 2018
Full time
Preferred Qualifications: Bilingual (English/Spanish)
Various shifts available Monday through Friday 7am to 8pm and Saturdays 8am to 5pm.
SU M M A R Y : Under the close supervision of the Contact Center Supervisor, the Contact Center Representative serves at the first point of contact for customers. The incumbent responds to inbound calls on a range of customer issues from account and balance inquiries to queries about the full range of products and services. The Contact Center Representative assists customers with their individual needs in a friendly, courteous, efficient and cooperative manner.
ESSE N T I A L DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Give exceptional internal and external customer service by displaying sincere, outgoing, aggressive friendliness which includes answering phones promptly, consistently exhibit courtesy, competency and concern while responding timely and using customer's name.
Answer internal and external customer telephone inquiries by using proper telephone guidelines, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests or complaints promptly.
Complete all required documentation to meet customer needs.
Escalate unresolved or complex inquiries to the appropriate personnel or department when necessary.
Explain bank policies and procedures courteously and patiently
Maintain thorough knowledge of all bank products and services.
Offer additional services to customers by recognizing opportunities and educating customers about product enhancements, new products or new services.
Provide assistance to branch associates by processing customer requests when recording of calls is necessary.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
T E A M ACCOUNTABILITIES:
Support and uphold the Arvest Mission Statement.
Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company's overall operation.
Promote professionalism at all times.
Q U A LIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
EDU C A T IO N AND/OR EXPERIENCE:
High school diploma or general education degree (GED) required.
One (1) year of customer service experience required.
Contact center experience preferred.
Banking experience preferred.
O T HE R SKILLS AND ABILITIES:
Must be able to arrive at work on time, work on site and have regular work attendance
Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
Must be able to provide cordial customer service regardless of customer personality, presence or communication style
Must be able to perform several tasks at once
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
Must be able to greet others cordially
Must be able to coordinate multiple and changing priorities
Must be able to verbally communicate with all other associates
Must be able to operate telephone, scanner, copier and FAX machines
Must be able to move from department, division, or bank to department, division or bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.
The associate may occasionally be required to lift or move up to 25 pounds.
Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.
The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
About the Organization
As a provider of financial services, our #1 focus is our customers. We are people helping people find financial solutions for life. That is our culture - that is who we are as an organization. As an employer, our #1 focus is our associates. We offer competitive compensation, comprehensive benefits and an engaging work environment driven by the desire to serve our customers and communities. With over 315 locations in Arkansas, Oklahoma, Missouri and Kansas, we offer a variety of jobs. Whether you are looking for full-time or part-time employment, Arvest has the opportunity for you. Arvest is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law. EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, national origin, religion, disability status, protected veteran status or any other characteristic protected by law.
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Multiple Shifts Available
Apr 30, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Minimum skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading,writing,speaking ) in English & Spanish
Desired skills:
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Multiple Shifts Available
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Bilingual Spanish proficiency preferred
Multiple Shifts Available
Apr 30, 2018
Full time
Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience.
Required skills:
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
1+ years of experience working with customers.
1+ years of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
At least an intermediate ability in computer skills. Ability to navigate multiple computer systems while interacting with the customer.
Desired skills:
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
1-2 years of experience in the Banking/Financial industry.
1-3 years of experience working in a call center.
1-3 years of experience working in customer relations.
1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Bilingual Spanish proficiency preferred
Multiple Shifts Available
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading, writing, speaking ) in English & Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Apr 30, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills:
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent ( reading, writing, speaking ) in English & Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Will handle moderately complex or escalated issues while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products and have the ability to deepen or retain relationships. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. May be required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. May handle escalated issues by successfully navigating the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1-2 year of contact center or equivalent customer service experience.
Required s kills :
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Bilingual level Spanish and English speaking.
Desired s kills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Apr 30, 2018
Full time
Will handle moderately complex or escalated issues while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products and have the ability to deepen or retain relationships. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. May be required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information, setting expectations and working with other internal support groups to fulfill the customer request. May handle escalated issues by successfully navigating the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1-2 year of contact center or equivalent customer service experience.
Required s kills :
Ability to work within the operating hours and days for this position as outlined in the posted job requisition.
Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training.
At least an intermediate ability in computer skills.
A minimum of 1 year of experience working with customers.
At least 1 year of experience handling difficult situations with customers.
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Comfortable receiving ongoing performance feedback and coaching.
Comfortable with ongoing change and learning new technology/processes.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Bilingual level Spanish and English speaking.
Desired s kills :
Ability to work weekends, either rotating or set days as outlined in the job requisition.
Ability to work evenings, either rotating or set days as outlined in the job requisition.
A minimum of 1-2 years of experience in the Banking/Financial industry.
A minimum of 1-3 years of experience working in a call center.
A minimum of 1-3 years of experience working in customer relations.
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures.
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Apr 30, 2018
Full time
Hi there, I’m Sebastian, a Senior Telephone Sales Associate here at Bank of America.
Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line.
As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell—all to help our clients achieve their financial goals. I’m responsible for sales, operations, quality, and client experience. It’s a lot of responsibility, but I’m up for the challenge. And I don’t do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment.
My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Senior Telephone Sales Associate, I know I’m doing something important. I’m making an impact on our clients as well as my own career.
If Sales with Bank of America sounds like your next challenge, please apply. And good luck!
Minimum skills
You…
Have sales experience, which can include cross-selling, upselling, and referrals for products and services
Are an influencer, but you are also a listener
Possess strong organization and communication skills
Have an ability to multi-task and work best as part of a team
Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections)
Are comfortable with receiving ongoing performance feedback and coaching
Are comfortable with learning new technologies and processes
Have at least intermediate-level computer skills
Are fluent (reading, writing, speaking) in English & Spanish
Desired skills
Experience working in a call center
Experience in the banking/financial services industry
Previous telephone sales experience
Minimum qualifications
One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Multiple Shifts Available
Lewis-Clark State College invites applications for the position of Grants/Contracts Program Specialist in the Office of Grants and Contracts.
Salary based on experience and qualifications: $16.35 - $17.78
Required Qualifications:
At least two years of financial/accounting experience in an office setting.
Experience interpreting, applying, and explaining laws and regulations (including the Code of Federal Regulations), collecting, organizing, and evaluating data and writing narrative report of findings.
Ability to monitor and financially manage all grant funds.
Experience using Microsoft Office Suite with emphasis on Word, Excel, Access, Outlook, and PowerPoint.
Experience working with ERP system or similar software.
Outstanding communication skills both orally and in writing.
Experience working with budgets including grant budget development.
Ability to work collaboratively with internal and external customers to achieve institution's mission.
Excellent problem-solving skills with an emphasis on reaching solutions.
Preferred Qualifications:
Bachelor's degree in accounting, bookkeeping, or related field.
Experience providing training, guidance, and oversight of grant proposals, contracts, agreements, and other reports.
Knowledge of website development and maintenance.
Ability to evaluate grant or contract applications and provide coordination and/or technical assistance.
Responsibilities:
Reporting to the Office of Grants and Contracts Director, with a direct liaison relationship with the Controller, this position is responsible for fiscal and technical oversight of grant and grant-related contract accounts for the institution.
Provide monthly analyses of active grant accounts to principal investigators and project directors.
Review grant expenditures to ensure compliance with federal, state, and other granting agency regulations.
Assist with preparing and reviewing grant proposals, contracts, agreements, and other reports.
Provide training, guidance, and oversight for grant administration.
Other duties as assigned.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 Professional References
In addition to completing this application, you must also take the Grants/Contracts Program Specialist exam found on the Idaho Division of Human Resources' website at https://www4.labor.idaho.gov/DHR/ATS/StateJobs/CurrentOpenings.aspx?view=Alpha
Application deadline is May 6, 2018.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/784218-141889
Apr 27, 2018
Full time
Lewis-Clark State College invites applications for the position of Grants/Contracts Program Specialist in the Office of Grants and Contracts.
Salary based on experience and qualifications: $16.35 - $17.78
Required Qualifications:
At least two years of financial/accounting experience in an office setting.
Experience interpreting, applying, and explaining laws and regulations (including the Code of Federal Regulations), collecting, organizing, and evaluating data and writing narrative report of findings.
Ability to monitor and financially manage all grant funds.
Experience using Microsoft Office Suite with emphasis on Word, Excel, Access, Outlook, and PowerPoint.
Experience working with ERP system or similar software.
Outstanding communication skills both orally and in writing.
Experience working with budgets including grant budget development.
Ability to work collaboratively with internal and external customers to achieve institution's mission.
Excellent problem-solving skills with an emphasis on reaching solutions.
Preferred Qualifications:
Bachelor's degree in accounting, bookkeeping, or related field.
Experience providing training, guidance, and oversight of grant proposals, contracts, agreements, and other reports.
Knowledge of website development and maintenance.
Ability to evaluate grant or contract applications and provide coordination and/or technical assistance.
Responsibilities:
Reporting to the Office of Grants and Contracts Director, with a direct liaison relationship with the Controller, this position is responsible for fiscal and technical oversight of grant and grant-related contract accounts for the institution.
Provide monthly analyses of active grant accounts to principal investigators and project directors.
Review grant expenditures to ensure compliance with federal, state, and other granting agency regulations.
Assist with preparing and reviewing grant proposals, contracts, agreements, and other reports.
Provide training, guidance, and oversight for grant administration.
Other duties as assigned.
Application Procedure: Please upload the following documents
Cover Letter
Resume
3 Professional References
In addition to completing this application, you must also take the Grants/Contracts Program Specialist exam found on the Idaho Division of Human Resources' website at https://www4.labor.idaho.gov/DHR/ATS/StateJobs/CurrentOpenings.aspx?view=Alpha
Application deadline is May 6, 2018.
This position is subject to the successful completion of a criminal background check. LCSC is an EEO/AA/VETS employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/784218-141889
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
Apr 11, 2018
Full time
Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.
Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.
I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.
My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.
As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.
If client services sounds like your next challenge, please apply. And good luck!
Required skills
You…
Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions
Are fluent (reading, writing, speaking) in English and Spanish
Desired skills:
Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Minimum qualifications:
Over one year of experience working in customer service
Experience with handling difficult customer situations
