Phoenix Job Description Sample
Sales And Service Associate_Retention
CenturyLink at http://www.centurylink.com (NYSE: CTL) is the second largest U.S. communications provider to global enterprise customers. With customers in more than 60 countries and an intense focus on the customer experience, CenturyLink strives to be the world's best networking company by solving customers' increased demand for reliable and secure connections. The company also serves as its customers' trusted partner, helping them manage increased network and IT complexity and providing managed network and cyber security solutions that help protect their business.
The Retention Representative is an inside sales position that is responsible for retaining customers. Under immediate supervision, each representative will respond to phone calls in a fast- paced call center and maximize retention opportunities by responding to in-bound disconnect/downgrade calls in a continuous effort to retain customers while promoting and selling CenturyLink products and services to residential customers. The mix of calls answered will be primarily customers with the intent to cancel their account and/or remove strategic products and services. Representatives will also provide extraordinary customer service; to include answering questions, fulfilling orders, troubleshooting problems, responding with information, and limiting call transfers with first call resolution.
Job Tasks and Responsibilities :
Respond to customer requests for information regarding accounts, type of services provided, billing changes, and other inquiries
Show care to each customer by using patience, attentiveness, willingness, and contact ownership to help while being professional and showing respect
Conducts, investigates and ensures appropriate resolution has been reached to meet/exceed customer expectations while meeting customer and product retention and sales targets
Utilize proactive persuasive/retention skills to assist CenturyLink residential customers with concerns or looking to disconnect/downgrade services or products. Utilize all tools, call flows, and offers to best assist the customer.
Re-sell / sell the value of our products and services to customers by aligning product features with our customers' needs
Consult with customers, using probing questions, togather information and make recommendations for their communication and entertainment needs
Meet required retention and sales objectives by understanding the needs of the customer while driving revenue through upgrading/selling CenturyLink products and services on every call
Establish collaborative customer relationships while utilizing indirect influence and negotiating skills
Perfect the customer experience with difficult customers that have complaints/concerns
Use various computer systems/screens simultaneously to process sales and service orders
Maintain and improve speed, accuracy and quality results by adhering to standards and guidelines
Update retention offers, job and product knowledge by participating in educational opportunities
Data entry with speed and accuracy
Required Skills and Abilities:
Ability to meet and exceed monthly retention and sales goals
Quality oral and written communications skills
Strong listening skills with the ability to ask follow-up questions to understand root cause of issue
Strong customer focus dealing with escalated or irate customers
Excellent punctuality and work attendance history
Proficient in multi-tasking within several computer applications and databases
Ability to handle a high volume of phone calls in a structured environment
Must be flexible to work various shifts, including Saturdays, evenings, mandatory overtime and holidays as necessary
Good negotiating, indirect influencing and persuasive skills with a positive attitude and sales mindset
Preferred Qualifications :
Prior experience in a retention, customer-facing environment, or commissioned based position
Experience in an in-bound or out-bound call center environment
Six or more months of customer service experience
Alternate Location: US-Arizona-Phoenix
Requisition # : 202914
This job may require successful completion of an online assessment. A brief description of the assessments can be viewed on our website at http://find.centurylink.jobs/testguides/
This position is part of a bargaining unit and represented by a union. Depending upon the applicable collective bargaining agreement under which you may be hired, you may be: (a) required to join the union and pay union dues as a condition of employment; or, (b) required to pay union dues, but not join the union as a condition of employment; or (c) free to chose whether or not to join the union, but if you do join the union you would be obligated to pay union dues.
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, creed, veteran status, disability, medical condition, genetic characteristic or information, age, sex, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
The above job definition information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties and responsibilities are subject to change based on changing business needs and conditions.
Senior Big Data Engineer
Where good people build rewarding careers.
Think that working in the insurance field can't be exciting, rewarding and challenging? Think again. You'll help us reinvent protection and retirement to improve customers' lives. We'll help you make an impact with our training and mentoring offerings. Here, you'll have the opportunity to expand and apply your skills in ways you never thought possible. And you'll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.
Allstate Insurance Company has an exceptional career opportunity for a Senior Big Data Engineer!
This Senior Consultant is an experienced individual contributor who will leverage data and analytics to help automate and optimize Claims Analytics Data processes enabling our Claims employees to focus on serving our customers and delivering the most advanced claims experience on the planet. They will be responsible for helping to bring together complex data into clean and useful data structures making our valuable data more approachable.
Involved in the design, prototyping and delivery of software solutions within the big data eco-system
Work independently on big data projects and/or serving as analytics SME to provide new or enhanced data to the business
Improving data governance and quality increasing the reliability of our data
Influencing the creation of a single, trusted source for key Claims business data that can be shared across the Enterprise
Responsible for designing and building new Big Data systems for turning data into actionable insights
Train and mentor junior team members on Big Data/Hadoop tools and technologies
Identifies opportunities for improvement and presents recommendations to management
Develop solutions and iterates quickly to continuously improve
Seeks out and evaluates emerging big data technologies and open-source packages
Participate in strategic planning discussions with technical and non-technical partners
Uses, learns, teaches, and supports a wide variety of Big Data and Analytics tools to achieve results (i.e., Python, Hadoop, HIVE, Scala, Impala and others).
Uses, learns, teaches, and supports a wide variety of programming languages on Big Data and Analytics work (i.e. Java, Python, SQL, R)
Undergraduate degree in Computer Science, Mathematics, Engineering (or related field) or equivalent experience preferred
3-5 years of experience preferred in a data integration, ETL and/or business intelligence/analytics related function
Ability to work with broad parameters in complex situations
Experience in developing, managing, and manipulating large, complex datasets
Expert high-level coding skills such as SQL and Python and/or other scripting languages(UNIX) required. Scala is a plus.
Some understanding and exposure to - streaming toolsets such as Kafka, FLINK, spark streaming a plus.
Experience with source control solutions (ex git, GitHub, Jenkins, Artifactory) required
At least 1-2 years of experience with big data and the Hadoop ecosystem (HDFS, SPARK, SQOOP, Hive, Impala, Parquet) required
Experience with Agile development methodologies and tools to iterate quickly on product changes, developing user stories and working through backlog (Continuous Integration and JIRA a plus)
Experience in any scheduling tools such as IBM Tivoli Workload Scheduler, Control M, AutoSys, etc required
Must be a self-starter and have excellent oral and communication skills
The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.
Good Work. Good Life. Good Hands®.
As a Fortune 100 company and industry leader, we provide a competitive salary – but that's just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you'll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy.
Learn more about life at Allstate. Connect with us on Twitter, Facebook, Instagram and LinkedIn or watch a video.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click "here" for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click "here" for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
It is the policy of Allstate to employ the best qualified individuals available for all jobs without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity/gender expression, disability, and citizenship status as a veteran with a disability or veteran of the Vietnam Era.
Vans PT Stock Supervisor (Anthem Outlet 260 Phoniex, AZ)
Vans: Be a Part of the Original
"It was never about waving the brand like a flag, it was always about the people" – Paul Van Doren
Vans is the original action sports footwear company rooted in authenticity and creativity. Founded in 1966, Vans has thrived on a legacy of impacting our greater community through Vans' four pillars: action sports, music, art and street culture. We are constantly inspired by the expressive creators within our company and community as they bring new and innovative perspectives to help shape and transform the future of our business.
At Vans our culture sets us apart and it influences everything we do. Everything we do supports creativity and we are driven by our five values. We are determined. We are connected to our consumers and to each other. We are inclusive. We are expressive and Fun. And most of all, we are a family.
Vans is a subsidiary of VF, the world's largest apparel and footwear company comprised of over 30 brands. We are the leading drivers of retail as our global footwear, apparel and accessory brand is available in 170 countries worldwide. As we continue to expand, we take great measures in developing and growing our people.
Vans is founded on a culture of learning. We take great pride in our ability to facilitate learning opportunities to our field leaders and store employees through a blend of on-the-job training, workshops and self-paced online learning. Each employee is empowered to take ownership of their development, and encouraged to take advantage of the tools that make the most impact on their personal growth and the growth of the business.
By joining the Vans family, you will be immersed into an environment of incredibly supportive and collaborative people. We work very hard across a multitude of large initiatives to bring the Van Doren spirit to life. We live for what we do.
Stockroom Supervisor: Become the Newest Member of the Vans Family
As the Stockroom Supervisor, you will support the Store Manager with the execution of the daily business, customer engagement, store operations, talent supervision, and merchandising standards in the store. You are a key and important member of the store leadership team who oversees and supervises shipment deliveries and maintains replenishment of stock levels on the sales floor. Your efforts will result in amazing organization, a store appearance that exceeds company standards, and you are willing to perform maintenance duties as needed. Additionally, you may assist with display preparation, and maintain policies and procedures for various retail operations tasks. As a member of the leadership team, you may assume responsibility for the store in the absence of another manager which includes some opening and closing duties as determined by the needs of the business. Most importantly, you will embody the Van Doren Spirit and will be a passionate and fun leader who meets the needs of our loyal customers.
How You Will Make a Difference:
Sales and Supervision: Assists in maximizing store sales and achieving store sales goals. Monitors sales progress and results against key targets. Leads an environment of productivity by leading the customer engagement on the sales floor and providing coaching and feedback to associates around customer engagement. Assists in executing the management of labor and payroll expenses to maximize sales and productivity under the direction of the Store Manager.
Brand Experience/Customer Service: Ensures excellence in customer service in the store by modeling brand specific service standards as well as by monitoring customer feedback and responding to and addressing all customer concerns quickly. Ensures that store team is engaging with each customer to create an authentic brand experience. Leads and inspires customer-centric culture by proving direct feedback and supervision of the associates the in-store experience.
Coaching Team: Provides coaching to the store team in the core areas of customer engagement and sales results. Ensures store team receives relevant, timely feedback, coaching, and redirection that enables their success.
Operations: Monitors that all company and store policies and procedures are followed and reports concerns directly to the Store Manager. Under the direction of the Store Manager, monitors and maintains store operations standards and delegates tasks to associates as needed to maintain operational excellence.
Visual Merchandising: Ensures the visual merchandising standards for the store are maintained.
Human Resource Management: Under the direction of the Store Manager, assists in supervising and coaching a high-performing team of customer focused associates. Coaches and provides sales-related feedback to the team. Regularly communicates any associate concerns directly to the Store Manager or Human Resources as necessary. Supports the Open Door Policy.
Loss Prevention, Safety, and Compliance: Under the direction of the Store Manager, monitors compliance and adherence to policies and procedures, standards and practices, and company directives. Protects company assets. Monitors compliance with company safety, security, and shrink avoidance policies and programs. Reacts quickly to all customer and employee injuries and partners with Store Manager, District Manager, and Human Resources immediately.
Professional Conduct: Models behavior that respects the background, experience, and cultural differences of others, while upholding the integrity and values of the VF Corporation and Vans.
Skills for Success:
Educational/ Position Requirements:
Associated Degree (AA) or equivalent from two-year college or technical school preferred but not required; or two years related retail or service-oriented experience and/or training; or equivalent combination of education and experience
1+ year(s) in a fast paced retail environment
Ability to coach and motivate a team to exceed sales and profit results
Ability to meet business goals by driving results through store team
Regularly interacts with the public in an often crowded and noisy interactive store environment
Operate office equipment and technology (i.e., computers, phones, fax, copier, etc.)
Standing required for entire work shift
Bend, lift, open, and move product up to 50 pounds as needed
Travel (less than 10% of time)
Coaching and Developing Others
- Customer Focus
Driving for Results
Campus Operations Worker @ Carl Hayden
Phoenix Union High School District No. 210
4502 North Central Avenue
Phoenix, Arizona 85012
Equal Opportunity Employer
POSITION TITLE: Campus Operations Worker DIVISION: Instructional Services WORK YEAR: 12 Months DEPARTMENT: Plant Facilities LOCATION: Schools SALARY SCHEDULE: Support Services
The Campus Operations Worker maintains the physical integrity of plant facilities by performing custodial, groundskeeper, semi-skilled building maintenance and repair duties, orders, receives, controls necessary supplies, and ensures environmental comfort control. Performs job related duties as assigned.
To assist the Campus Facility Supervisor and works collaboratively with the Lead Custodian in the daily operation of the facilities.
Checks and monitors heating and cooling units to ensure they are working properly; contacts HVAC mechanics or outside contractors as required.
Performs general maintenance and repairs on campus, buildings, grounds and custodial equipment, such as replacing light bulbs, resetting ripped breakers, repairing chairs, desks, tables, clearing clogged plumbing and drains, painting classrooms and other areas, etc. Provides access and assistance to DSF staff and contractors working on campus.
Provides set up for campus activities and rentals
Performs a variety of custodial and groundskeeper tasks to ensure the campus is safe, clean and presentable.
Orders, receives, controls, and issues maintenance supplies and equipment. Delivers campus supplies and equipment. Ensures security of all stored supplies and equipment.
Operates security alarm systems to arm and disarm buildings as needed. Opens campus, unlocks doors and gates.
Cleans spills of hazardous materials and bodily fluids as needed.
High school diploma or G.E.D.
Six months of experience in facilities maintenance grounds preferred.
Knowledge of basic computer usage associated with job function.
Knowledge of proper handling of hazardous material spills.
Ability to prepare and interpret requisition orders, invoices, and receiving documents.
Physical ability to stand, turn, stoop, crouch, crawl, reach, lift, push, pull, climb ladders and scaffolds and lift up to 50 pounds.
Ability to work outside during extreme weather conditions.
Ability to read and follow written and oral instructions.
Possess a valid Arizona driver's license.
Campus Facility Supervisor
PREPARED BY: REVIEWED BY: REVIEWED BY: JOB NUMBER: EFFECTIVE DATE: JDRC CEA EMPLOYEE RELATIONS 3062 7/1/2013
Job Title:Sales Representative
The Sales Representative is responsible for selling and presenting Varonis' products and services to current and net-new prospective enterprise accounts.
The Varonis Sales Representative will be aligned with a local Sales Engineer. The goal, as a team, will be to build a strong business justification to the end-user, while ensuring that the given annual quota is met/exceeded.
Prospect and identify key decision makers within the targeted leads.
Present and sell Varonis' products and services to current and potential clients.
Follow up on leads and referrals resulting from field activity, while maintaining and expanding the database of contacts within the targeted organizations.
Uphold sales activities which includes prospecting, cold calling, booking appointments, performing demos, and creating proposals.
Present to C-Level prospective clients as well as to resellers through effective and enticing product demonstrations.
Partner with Sales Managers and Channel Managers to determine a strategic sales approach.
Establish and maintain current customer relationships by responding to customer requests and managing/resolving customer issues.
Support the reseller communication channel throughout the sales process.
Maintain accurate account information and activity detail in Customer Relationship Management system (CRM).
Participate in marketing events such as seminars and trade shows when necessary.
Percent of travel varies by territory.
5+ years of business-to-business sales experience/preferably selling computer software.
Security Software industry experience preferred.
Salesforce and Microsoft Outlook skills preferred.
Prior experience selling software products through use of channel partners is a plus.
Strong communication and presentation skills.
Healthy list of pre-established and prospective contacts in given territory.
Willingness to learn technical aspects of selling the Varonis product.
Bachelor's Degree from a four-year College/University is preferred.
To perform this job successfully, an individual should demonstrate the following competencies:
Achievement Focus: Demonstrates persistence and overcomes obstacles; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
Achieves sales goals; initiates new contacts; maintains customer satisfaction; maintains records and promptly submits information; overcomes objections with persuasion and persistence.
Sense of Urgency: Displays a matter of utmost urgency; understands the importance of making critical business decision in a timely manner with strong attention to detail; realization that efficiency and prioritization is critical to success.
Customer Service: Manages difficult or emotional customer situations; meets commitments; responds promptly to customer needs; solicits customer feedback to improve service.
Problem Solving: Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions.
Written Communications: Edits work for spelling and grammar; presents numerical data effectively; varies writing style to meet needs; writes clearly and informatively.
Oral Communication: Demonstrates group presentation skills; listens and gets clarification; responds well to questions; speaks clearly and persuasively.
Adaptability: Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
Planning/Organizing: Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; develops realistic action plans.
We invite you to check out our Instagram Page to gain further insight into the Varonis culture!
Varonis is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, and other legally protected characteristics.
Information Security Specialist- Network Security Firewall/Application Security
The Information Security Specialist position is within the Information Security, Network Security Management group. This position is a lead position focused on security engineering and architecture including design, development, test and implementation of security related project deliverables. The successful candidate will provide technical leadership and support to team members and collaborate with business partners, other functional groups within American Express and outside vendors to ensure the successful delivery of solutions.
The ideal candidate has extensive experience in enterprise-level network and security solutions with strong skills and proficiency in network design and troubleshooting. The candidate should have the ability to define requirements and apply them to system design and implementation goals as well as proven experience managing standard project lifecycle for network and security related projects.
Bachelor's Degree in Computer Science, Information Systems, or other related field (or has equivalent work experience) preferred.
Requires seven plus years LAN and WAN experience working with Cisco Firewalls, Routers, Switches, Palo Alto firewalls and McAfee Web Gateway
Knowledge with WAN technologies and protocols, including best practices designs and troubleshooting.
Routing protocol experience (Static, OSPF, EIGRP, BGP) redistribution and summarization.
Knowledge of Spanning Tree and Switching Technologies.
Clear understanding of Client / Server applications.
Good knowledge and use of protocol analyzers (sniffers, etc.)
Experienced with AET technical standards and governance processes preferred.
Proactive attitude towards managing Risks and Issues.
Ability to organize, manage to deadlines, and control concurrent initiatives.
Demonstrate awareness and knowledge of network and security related best practices.
Highly skilled in impact analysis and problem solving/issue resolution. Ability to perform at a high level under pressure, manage crisis response activities, lead/coordinate activities of cross-organizational teams. Ability to prioritize multiple activities, workloads, and objectives.
Excellent written and oral communication skills, analytical ability, strong judgment and organizational skills, and the ability to work effectively with Business and Technologies Leaders and staff.
Requires presentation/verbal communication skills and the ability to train, influence, and mentor other team members.
Experience in relationship management and collaboration skills with external vendor partners, technology colleagues and business partners.
Possess problem solving skills with ability to provide in-depth analysis of complex problems, manage risk and make quick decisions.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Checking Offers Product Manager
Ensures that product management effort is integrated with sales, marketing, operations, implementation & customer service. Conduct market research & competitor analyses, determining product pricing, developing short & long-term strategies/outlooks. Competencies required include strong organizational skills with focus on tactical implementation, good project management skills, and 4-6 years related experience.
Successful candidate will develop, manage and evaluate deposits products financial offers implemented across all acquisition channels. He/she will be responsible for evaluating and improving processes that support or enable financial offers. Additionally, this teammate will review and decision requests for enrollment in incentive offers submitted via complaints or escalations.
Develop and execute new deposits financial offers
Evaluate the performance of deposits financial offers
Evaluate and improve offers-related processes and procedures
Evaluate and decision escalations requesting enrollment or payment of a financial incentive
Act as SME for deposits offers programs and related performance
At least 2 years of experience manage medium to large projects and directing the work of project teams
Experience partnering with other departments to solve problems and implement projects
Ability to develop business cases
Ability to develop and manage project plans
Experience developing and implementing process and procedure changes
Product management experience
Marketing project management experience
Results-oriented with proven track record of outstanding ability to accomplish objectives
Ability to handle ambiguity and adapt to changing circumstances
Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.
Posting Date: 09/24/2018
Location: Phoenix, AZ, MARICOPA BLDG, 1825 E Buckeye Rd, San Francisco, CA, 1455 Market St (CA5701), Los Angeles, CA, BANK OF AMERICA PLAZA, 333 S HOPE ST, Wilmington, DE, BRACEBRIDGE I, 1100 N King St, Atlanta, GA, 3455 PEACHTREE RD NE (GA7024), Chicago, IL, 225 W WACKER DR (IL9225), Boston, MA, 100 FEDERAL ST (MA5100), New York, NY, BANK OF AMERICA TOWER, ONE BRYANT PARK, Charlotte, NC, ONE BANK OF AMERICA CENTER, 150 N COLLEGE ST, Philadelphia, PA, FOUR PENN CENTER, 1600 JFK BLVD, - United States
Travel: Yes, 10% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Credit Operations Analyst I - KYC Officer - Merchant Services - Tempe, AZ
Credit Operations Analyst I - KYC Officer
Req #: 180095209
Location: Phoenix, AZ,US
Job Category: Credit
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. JPMC serves nearly half of America's households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank: 5,300 branches, 16,000 ATMs, mobile, online and by phone. For more information, go to Chase.com.
Chase Merchant Services is the global payment processing business for JPMorgan Chase & Co. Merchant Services is the world's leading merchant acquirer with nearly $1 trillion in annual transaction volume in 2017. ChaseNet is a customized closed-loop proprietary payments platform, and Chase Pay is the firm's new digital wallet that makes mobile transactions simple, safe and rewarding. Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies.
The Know Your Customer (KYC) Officer position is part of Merchant Services Boarding Operations. This position will be responsible for performing Quality Control reviews of client KYC profiles and updating KYC information. The successful candidate must have strong analytical skills, the ability to prioritize / manage time and a willingness to tackle new and difficult challenges. In addition, this candidate should have some level of understanding of Bank Secrecy Act (BSA) and Anti-Money Laundering/Know your Customer (AML/KYC), requirements, as well as experience working on small to large projects.
Perform quality assessments of KYC information to ensure completeness and accuracy
Independently assess AML quality associated with approved KYC records
Effectively remediate issues by engaging appropriate resources to mitigate risk with a sense of urgency
Clearly articulate key findings to KYC Officers and other business partners
Provide feedback to business partners on interpretation of quality performance metrics and recommend performance actions as needed
Educate line of business partners of AML quality assessment best practices
Provide AML subject matter expertise to team members and business partners
Closely partner with AML/KYC management and Boarding Operations management to escalate issues according to established escalation protocols
Identify gaps in the quality assessments and present continuous improvement plans to management for future assessments
Keep abreast of current regulatory requirements applicable to responsibilities
Develop a strong knowledge of the firm's AML/KYC requirements
Ability to apply Firm's standards to AML quality assessments
Participate and / or take the lead in AML/KYC related projects
3-5 years' experience in Financial Services, Risk Management, or AML/KYC functions
Knowledge and understanding of BSA and AML/KYC regulations
Ability to execute sound qualitative and quantitative analysis and draw salient conclusions
Strong communication and negotiation skills; ability to present findings independently in a concise manner and articulate reasoning clearly
Ability to review documentation and provide executive level summary overviews and trending analysis for internal and external audiences
Must demonstrate critical thinking skills, solve problems creatively, plan and meet deadlines, as well as demonstrate strong sense of personal accountability
Control focused to ensure output meets regulatory requirements
Must be adaptable, flexible and able to deal with ambiguity
Association of Certified Anti-Money Laundering (ACAMs) certification preferred but not required
Project Management experience preferred but not required
BA or BS degree
CCB - Chase Wealth Management - Financial Advisor - AZ - Glendale And 7Th
CCB - Chase Wealth Management
AZ - Glendale and 7th
Req #: 180097925
Location: Phoenix, AZ,US
Job Category: Wealth Management
As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Financial Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the client's asset allocation. Financial Advisors are expected to Coach Personal Bankers (licensed) on recommendations and educate them on our investment products and services. This position requires you to conform to legal and regulatory requirements and guidelines associated with state insurance and securities regulators, FINRA, SEC, JP Morgan Securities LLC and JPMorgan Chase. You will also be required to demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.
At least 2 years of customer-facing investment, insurance and financial profiling experience as well as sales experience (phone-based sales a plus)
Excellent communication and organizational skills
The following license groups are required: 7, 63 and 65 series; alternatively 7 & 66 series required in addition to meeting FINRA continuing education requirements and the appropriate state Group 1 - Life and Variable Annuity License required
Strong compliance record in prior position(s)
Ability to create and foster strong partnerships with the branch employees and business partners
Track record that demonstrates exceptional ability to grow revenue, assets and client base
High achiever with entrepreneurial spirit
Strong business and investments acumen
Investment, insurance and financial planning experience required
Excellent track record from a legal and consummation of sale perspective
Bachelors degree preferred
At809: Inside Sales Rep
As a federal government contractor, we are committed to employ and promote qualified minorities, females, individuals with disabilities, and covered veterans (including, but not limited to, disabled veterans, recently separated veterans, Armed Forces service medal veterans, and other protected veterans. Our philosophy and commitment to equal employment opportunity and non-discrimination is the bedrock to job opportunities for all employees and applicants without regard to an individual's protected status (i.e. race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/parental status, pregnancy/childbirth, or related condition, religion, creed, age, disability, genetic information, veteran status, or any other protected status.) Click here and here to read more about "Equal Employment Opportunity is the Law."FTN will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the FAIR Chance Initiative for Hiring Ordinance (FCIHOO) for the City of Los Angeles (LAMC 189.00)FedEx Trade Networks will not rely on the wage history of a prospective employee from any current or former employer when determining the wages for such individual at any stage in the employment process, including in the negotiation or drafting of any employment contract in accordance with Philadelphia Ordinance No. 160840.
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