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Senior Sales & Service Representative - Southpoint (Universal Banker)

First Citizens Bank Durham, NC

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Overview

Are you a people-person? Be a First Citizens person. Join our branch team and make a difference. In this Senior Sales & Service Representative role, you will support sales and service delivery within the branch. You will build and expand banking relationships through proactive customer outreach and handling service requests. You’ll fulfill deposit accounts, payment solutions and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You adapt to the branch's needs, delivering customer service in both transaction processing and sales capacities.

Demonstrated strengths

Influence: Capable of building rapport with different personalities to drive positive results.
Sales Outreach: Self-starter disciplined to manage daily calling activity to achieve required results.
Communication (Interpersonal): Comfortable and confident with proactively engaging in conversation.
Customer Service: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns quickly and adapts to new information and technology.
Teamwork: Builds strong working relationships with team members and cross-functional colleagues.
Flexibility: Handles multiple demands and shifts priorities to ensure efficient work.
Agility: Processes information effectively and moves quickly through problem resolution.

Responsibilities

Sales: Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals. Ensure alignment with community needs and support the organization's commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities. Practice sales methods that create value for both customer and bank. Plan and prepare to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs. Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities to optimize performance.
Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, th

Location

7101 Fayetteville Road, Durham, NC 27713

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Finance & Operations Manager

Resourcing Edge Reno, NV

1mo ago

$80k - $110k/yr Full time Manager Accounting Accounts Payable

Manager Accounting Accounts Payable

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Job Description

Location: Reno, NV

Resourcing Edge is partnering with a client in Reno, NV to recruit a Finance & Operations Manager. This role suits a strategic, steady leader who thrives at the intersection of accounting, operations, people leadership, and big-picture planning. If you enjoy turning vision into execution and making a tangible impact on growth, efficiency, and long-term success for a dynamic, fast-moving company delivering equipment and professional services regionally, this opportunity is for you. Construction experience is a plus.

What You’ll Lead

Accounting & Finance (US GAAP)
- Own general ledger, AP/AR, payroll, fixed assets, and cash management
- Lead month-end and year-end closes
- Prepare financials, dashboards, and variance analyses
- Manage job costing, WIP schedules, and construction accounting
- Drive automation, improvements, and internal controls
- Support payroll, benefits, and annual renewals
Office & People Operations
- Oversee office workflows, vendors, travel, and administrative operations
- Partner with leadership on onboarding, training tracking, performance, incentives, and events
- Support bids, pricing worksheets, RFIs, invoicing, and job tracking
- Maintain organized, compliant project documentation
- Coordinate field-office communication and equipment/yard tracking
Leadership & Execution (Integrator Role)
- Turn strategy into action; translate goals into plans
- Lead, manage, and hold teams accountable
- Remove obstacles and maintain healthy cross-functional tension
- Ensure alignment, prioritization, and on-time delivery
Compliance & Special Projects
- Maintain internal controls and audit readiness
- Oversee vendor compliance, COIs, insurance
- Lead special projects focused on growth, systems, and profitability

What You Bring

Bachelor's in Accounting or Finance
5+ years leading accounting (8+ years preferred)
Strong command of US GAAP, financial reporting, and month-end close
Advanced QuickBooks Desktop & Excel skills
Experience leading people and driving cross-functional accountability
Exceptionally organized and proactive
Bonus: CPA, construction experience, HR/benefits exposure

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VP Business Banking Relationship Manager

Bank OZK McDonough, GA

1mo ago

Full time Manager Banking Business

Manager Banking Business

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Job Description

Overview

Bank OZK draws on a legacy spanning over 120 years in the banking sector and remains a nationally recognized leader in financial services. We combine exceptional client service with innovative technologies to deliver smart solutions for clients nationwide. Our focus is on supporting small businesses, boosting local economies, and contributing to growth in major markets across the country. Here, roles are built to advance careers, not merely fill positions. Our comprehensive benefits package supports your physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, medical, dental, and vision insurance, pet insurance, and a variety of perks and discounts. Location: McDonough, GA 30253.

Job Purpose & Scope

This role drives new loan production and deposit growth, facilitates client development, and establishes new client relationships. It involves mentoring junior staff and partnering with leadership to optimize processes and implement competitive strategies. The position also fosters collaboration aligned with the OZK Way and the Commercial Bank Vision Statement.

Essential Job Functions

Develop and manage business relationships, understand client needs, and deliver appropriate financial solutions to address unique situations and resolve issues.
Drive loan production and deposit growth by proactively identifying opportunities and cross-selling Bank products and services.
Identify, pursue, and close sales opportunities for a broad range of financial products and services.
Collaborate with internal teams to ensure smooth transaction processing and high client satisfaction.
Represent the Bank in the community through active participation in professional organizations and events.
Mentor team members, offering guidance on relationship development and credit fundamentals.
Collaborate with Business Banking leadership to contribute to market strategy, portfolio performance, and competitive positioning.
Engage in continuous portfolio optimization by regularly reviewing client performance, credit quality, and market conditions, while proactively managing risk exposure to ensure balanced growth, profitability, and regulatory compliance.
Other duties as assigned.

Knowledge, Skills & Abilities

Advanced knowledge of the business banking market, including customer needs, competitive landscape, and regulatory environment.
Comprehensive knowledge of the Bank’s products and services.
General knowledge of financial products and services for business clients.
Effective verbal and written communication skills, including the ability to present financial information accurately.
Ability to exercise discretion and sound judgment in decision-making.
Capability to build strong relationships and influence internal and external stakeholders at all levels.
Demonstrates initiative to meet sales goals and drive growth and innovation.
Ability to work collaboratively and independently with all levels of management.
Strong strategic, critical thinking, and problem-solving abilities.
Analytical skills to assess loan risks and make sound financial decisions.
High integrity and commitment to uphold the Bank's values, culture, and reputation.
Ability to prioritize and manage multiple projects with demanding deadlines and shifting priorities.
Willingness to travel overnight as needed.
Proficiency with banking systems and software.
Proficiency with computer and Microsoft Office, including Word, PowerPoint, and Excel.

Basic Qualifications

Bachelor's degree in business, finance, or a related field, or commensurate work experience, required.
5+ years of experience in b

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Financial Representative Entry Level

Kruse District - Northwestern Mutual Nebraska City, NE Hybrid

1mo ago

$63k - $84k/yr Full time Client Relationship Entry Level Financial Advisor

Client Relationship Entry Level Financial Advisor

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Job Description

Benefits

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

About Northwestern Mutual of Lincoln

Northwestern Mutual of Lincoln envisions a future where individuals and families thrive with confidence, purpose, and security. Our core values—placing people first, honoring others, pursuing excellence, and empowering teammates to build their best lives—drive meaningful impact for the communities we serve. Our work goes beyond financial planning, as we actively support the fight against childhood cancer. Locally, we have raised over $1.2 million, contributed more than 15,000 hours of community service, and organized 150+ events, supporting organizations such as Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack. Grounded in our mission to strengthen communities through financial security, we aim to inspire hope, unlock potential, and foster a brighter, more equitable future for all. Our office is located at 8333 Glynoaks Dr, Suite 100, Lincoln, NE 68516. To hear about a Day in the Life of a Northwestern Mutual Advisor, watch the video at this link.

Glance at Northwestern Mutual

Northwestern Mutual is a Fortune 500® company providing a broad spectrum of financial services to more than 5 million people. As a mutual company, we serve policyowners rather than external shareholders. Founded in Wisconsin in 1857, Northwestern Mutual has been recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting a culture dedicated to helping people achieve lasting financial security.

Local Leaders

Nathan Kruse — Wealth Management Advisor & Managing Director
Tenure with NM: 15 years. Prior experience: began as an intern with NM during college. Passion: enjoys time with family, Nebraska Husker football, golfing, and hunting.

Russell Walton — Financial Advisor
Tenure with NM: 12 years. Prior experience: previously a bank teller and sales intern, subsequently joined NM as an intern. Passion: sports including wrestling, football, and golf; values time with family and travel.

Jennifer Brase — Managing Partner
Tenure with NM: 35 years. Prior experience: graduate of the University of Nebraska–Lincoln; previously processed student loan claims before pursuing a growth-focused career with NM. Passion: Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.

Laurie Sagehorn — Director of Development
Tenure with NM: 5 years. Prior experience: background in Pharmaceutical Sales. Passion: cheering on her son's high school sports teams, family time, and travel.

Role Overview

As a Financial Representative with Northwestern Mutual, you will join a team dedicated to helping individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role emphasizes building long‑term client relationships, understanding unique needs, and delivering tailored financial strategies.

Key Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive plans that incorporate investments, insurance, and retirement considerations.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as circumstances change.
Networking: Build and maintain a network of clients through referrals, community i

Location

Hybrid remote in Nebraska City, NE 68410

Office Location

Office address: 8333 Glynoaks Dr, Suite 100, Lincoln, NE 68516

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Private Client Relationship Manager

Citizens Waltham, MA

1mo ago

$81k - $95k/yr Full time Manager Affluent Book of Business

Manager Affluent Book of Business

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Job Description

At Citizens Private Client, our goal is to empower clients, colleagues, and communities to reach their potential. We uphold a client-centric culture, a drive for continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice-management support.

As a Private Client Relationship Manager (PCRM), you will work directly with affluent and high-net-worth clients to surpass expectations by focusing on long-term outcomes, acting with integrity, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs) to form the Citizens Private Client team.

Primary responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound outreach and in-branch or partner introductions.
Increase net deposits, investments, and lending balances by conducting thorough discovery and financial-planning conversations, understanding each client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Deliver exceptional, high-touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients reach their goals.
Partner with colleagues across Retail, Business Banking, Mortgage, and Wealth to provide clients with a seamless Citizens experience.
Utilize Salesforce CRM to track activities and progress.

Measures of success

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits, including checking, savings, and CDs.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Positive client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred).
3–5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high-net-worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Proven success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to maintain a sound control environment.
Excellent written and verbal communication skills.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: Monday–Friday; potential Saturday hours

Pay Transparency

The salary range for this role is $81,000 – $95,000 per year, with the opportunity to earn additional incentive compensation. Actual pay depends on factors including location, relevant skills, and experience.

Citizens offers competitive compensation along with comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds mandatory paid sick or paid time-away requirements across jurisdictions in the United States. For a benefits overview, visit https://jobs.citizensbank.com/benefits.

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Paraplanner

Larson Financial Group, LLC St. Louis, MO

1mo ago

Full time Client Service Financial Advisor Financial Planning

Client Service Financial Advisor Financial Planning

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Job Description

Overview

Larson Financial Group, LLC is seeking an experienced paraplanner who is ready for a meaningful career opportunity. Our mission is to help others flourish in life, and the paraplanner will support financial advisors and assist Larson clients in achieving high levels of success. You will engage directly with clients to help them reach their financial goals through thorough follow-up, applying planning techniques in meeting preparations, attending client meetings, and maintaining well-organized client information. This fast-paced, rapidly expanding practice promises both challenge and opportunity. The role is well-suited for a driven individual who desires a guaranteed base salary with substantial upside potential tied to personal performance and the practice’s performance.

Responsibilities

Prepare insurance illustrations
Develop comprehensive financial plans
Present investment guidance aligned with team recommendations
Track and manage next steps in the client planning process
Collaborate with the client service manager and operations team to deliver a concierge client experience

Requirements

Flexible schedule to accommodate meetings and client events
Ability to collaborate with the Advisor to achieve shared goals

Qualifications

Licensing: Series 6 or 7 and 63 or 66 preferred
Education: Four-year degree or equivalent work experience
Knowledge of the insurance and financial services industry
Ability to manage multiple tasks and priorities in a fast-paced environment
Strong organizational and problem-solving skills

Benefits & Compensation

Production Bonus Program
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP/HSA plans are 100% paid for the employee)
Dental Insurance
Vision Insurance
Employer-Paid Long-Term Disability Insurance
Employer-Paid Life & AD&D Insurance
Employer-Paid EAP (Employee Assistance Program)
Voluntary Life & AD&D Insurance
Voluntary Short-Term Disability
Paid Time Off (112 hours after 90 days)
Holiday Pay (12 holidays)
Training & Education
Employee Recognition Events, Awards & Activities

Schedule

8-hour shift, M-F, Days

Location

St. Louis, MO 63101

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Funds US Senior Manager

Alter Domus Chicago, IL Hybrid

1mo ago

$110k - $150k/yr Full time Manager Senior 1099

Manager Senior 1099

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Job Description

About Alter Domus

Alter Domus is a leading global provider of integrated solutions for the alternative investment industry. We serve 90% of the top 30 asset managers in private markets and employ over 6,000 professionals across 24 jurisdictions. We differentiate ourselves by our approach, collaboration, and commitment to developing our people—offering merit-based progression, open dialogue, and robust support for every career path you choose. Learn more about life at Alter Domus at careers.alterdomus.com.

Role Overview

We are looking for a Senior Fund Manager to join our Private Credit team in Chicago. The role involves mentoring and developing team members, serving as the primary point of contact for clients and their investors, auditors, and other stakeholders, and overseeing the production of financial statements and supporting schedules (including journal entries, trial balances, and capital activity). You will review investor allocations, ad-hoc investor communications, workpapers, unaudited financial statements, partners’ capital statements, and all reports for both limited and general partners. You will evaluate IRRs and returns, analyze management fees, incentive fees, and waterfall calculations, and ensure fund/account compliance with client agreements. You will manage client expectations and communicate deliverables clearly and promptly. You will assist with open items, auditor communications, 1099 form preparation, and onboarding for both new clients and new funds. You will contribute to ongoing Credit Fund automation projects, update senior team members on report and project status, monitor fund/account efficiencies, and implement improvements. You will work with senior team members on special client requests and assist in developing policies and procedures.

Responsibilities

Provide mentorship and leadership to the team, ensuring training and career development.
Act as the primary contact for clients, their investors, auditors, and other parties.
Manage the production and oversight of financial statements and supporting schedules, including journal entries, trial balances, and capital activity.
Review investor allocations, ad-hoc investor communications, workpapers, unaudited financial statements, partners’ capital statements, and all reports for both limited and general partners.
Perform reviews of IRRs and returns and discuss results.
Analyze management fees, incentive fees, and waterfall calculations.
Ensure fund/account compliance with client agreements.
Manage client expectations and communicate deliverables clearly and timely.
Assist with open items lists, auditor communications, 1099 form preparation, and onboarding for new clients and funds.
Review and assist in spearheading ongoing Credit Fund automation projects.
Communicate with senior team members on the status of reports and projects.
Monitor fund/account efficiencies and implement improvements.
Work with senior team members on special client requests.
Assist with the development of policies and procedures.

Your Profile

7+ years of professional experience
Bachelor’s degree in Accounting, Finance or similar
Expertise in Credit Fund Accounting and Bank Loan Markets operations
In-depth understanding of private credit and structured product investments
Experience preparing journal entries and other fund accounting processes (e.g. cash, investments, intercompany, credit facility, accruals, valuations, management fees, invoices, partner allocation, and carried interest)
Deep knowledge of Fund Accounting technology platforms
Advanced Microsoft Excel skills, including advanced formulas and pivot tables
Understanding of multiple vehicle structures including parallel, co-investor, blocker, feeder and holding company structures
Ability to quickly learn and understand Alter Domus’ accounting systems and reporting
Skilled at proactively identifying issues and recommend long-term solutions
Capacity to multitask, working on multiple client and/or fund deadlines
Effective communicator with clients
Capable of working both independently and on a team
Excellent attention to detail and analytical skills
Experience managing a team is a plus

Salary

Salary range depending on experience: $110,00-$150,000 #LI-HYBRID #LI-ES1

What We Offer

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include: Support for professional accreditations, Flexible arrangements, generous holidays, plus an additional day off for your birthday! Continuous mentoring along your career progression. Active sports, events and social committees across our office.