Westlake Job Description Sample
Phone Banker 1 - Consumer
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
The Payments, Virtual Solutions, and Innovation (PVSI) team includes Operations, Consumer Credit Card, Retail Services, Consumer Deposits, the Innovation Group, Treasury Management, Merchant Services and Wells Fargo Virtual Channels and the professional services teams that partner with these businesses. PVSI's focus is on delivering the next generation of payments and deposit capabilities and advancing our digital and online offerings to design new customer experiences and products. Its guiding principles are to start with the customer, move faster, and partner effectively.
Wells Fargo Virtual Channels (WFVC) is part of the Payments, Virtual Solutions and Innovation (PVSI) business division. WFVC serves consumer and small business customers through digital (online, mobile, and social) and contact centers (phone, email, and correspondence). We provide customers with convenient ways to manage their accounts, enable digital payments, provide solutions that meet their financial needs, and more. WFVC serves over 27 million customers through our digital channels and support over 5.8 billion customer interactions annually through digital and contact centers.
Our Phone Bankers (PBs) are responsible for responding to routine and complex customer inquiries regarding consumer products and services:
Quickly answer customer inquiries in a friendly and courteous manner
Deliver exceptional service to our customer by going out of the way to please them
Provide first call resolution, while following strict procedures that meet compliance guidelines
Identify and offer customers the products and services they need and want to succeed financially
Currently hiring for training class starting on 6/17/1019. Training hours are 8:30am–5:00 pm Monday
- Friday for 9 weeks. (Must be available to attend entire paid training class).
Our next big investment is in you! Wells Fargo Bank offers:
Broad array of medical, dental, vision plans and wellness benefits
Vacation/Sick Time – up to 18 days paid time off your first year
Community Service hours
Matching 401 (k) up to 6% and Stock Purchase Plans
Discounts and savings on Wells Fargo Bank products and services
Tuition Reimbursement available after 6 months up to $5000
- 6+ months of experience in customer service, or offering products and services to customers based on their needs
Experience addressing and resolving complex customer issues
Ability to effectively listen and elicit information
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Basic Microsoft Office skills
Basic knowledge and understanding of banking products and services
Excellent verbal, written, and interpersonal communication skills
- Must be able to attend full duration of required training period
TX-Westlake: 1301 Solana Blvd
- Westlake, TX
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
PYMTVIRSOLSINN/PVSI WH 0004022 PYMTVIRSOLSINN/PVSI WH
Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse tax needs.
We offer competitive pay, incentive pay opportunity, flexible schedules, and advanced tax training and certification.
H&R Block is the industry's largest consumer tax services provider¹ and we have been focused on client service for over 60 years.
Apply today using any device at www.hrblock.com/careers > Tax Office Jobs
Tax Professional duties include:
Conducting face-to-face tax interviews with clients
Preparing complete and accurate tax returns
Generating business growth, increasing client retention, and offering additional products and services
Providing IRS audit support
Mentoring and supporting teammates
Required Skills & Experience:
High School Diploma or equivalent
Experience in accounting, finance, bookkeeping or tax
Experience completing individual returns
Tax planning and audit support
Ability to effectively communicate in person and in writing
Experience working in a fast-paced environment
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements
Preferred Skills & Experience:
Bachelor's degree in Accounting or related field
CPA or Enrolled Agent certification
Experience completing complex returns (individual, trust, partnership)
5+ years experience in accounting, finance, bookkeeping or tax
Sales and/or marketing experience
Bilingual candidates strongly encouraged to apply!
H&R Block is an equal opportunity employer.
1 Based on annual revenues for sales of tax preparation products and services.
Solution Marketing Manager
Sales Solution Marketing Manager
- ID: 42451
The Solution Manager position is responsible for driving go-to-market strategy and implementation for RRD's Marketing Solution (RRD-MS) division. Success in this position requires knowledge and experience solving marketing challenges leveraging Insights, Inspiration, and Interactions to drive Client customer engagement and marketing ROI.
The role demands proficiency with marketing services, supporting technologies, and channel execution.
RRD-MS operates in a fast-paced, innovative environment which demands marketing knowledge depth and breadth.
RRD is an EEO/AA including Vets and Disabled Employer
Identifies marketplace demand trends and solution opportunities via daily contact with sales, account management, clients, prospects, technology partners, and research partners (e.g., Forrester), and synthesize into solution concepts
Prioritizes solution opportunities based on market opportunity and ensure that the solution vision aligns with the overall company vision
Brings new solutions to market by analyzing marketplace demand trends, delivering sales support materials, sales enablement, tools and templates
Builds and maintains a solution roadmap for new solutions and existing solution enhancements
Assesses market competition by comparing the company's solutions to competitors' solutions
Develops and implements solution specific sales and marketing strategies
Works with internal marketing team to build out solution marketing materials and lead generation programs
Prepares short-term and long-term solution sales forecasts
Develops solutions pricing methodologies and models
Provides subject matter expertise/sales support for solution specific opportunities as necessary
Collaborates across teams - play a critical role in creating alignment between sales and delivery teams
At least five years' experience in a marketing strategy, business development, and/or account management capacity focused on the 1:1 marketing space
Ability to present and discuss how RRD-MS solutions can meet the 1:1 marketing needs of Fortune 1000 CMO's or VP's of Marketing
Experience with database marketing, direct marketing, interactive marketing and/or CRM is required
Ability to lead and work autonomously
Ability to handle multiple competing priorities in a fast-paced environment
Strong troubleshooting and analytical thinking skills
Undergraduate business degree required (ideally in Marketing) - Master's degree preferred
Possess excellent organizational, interpersonal, presentation, and written communication skills
Consultative selling acumen
Inventory Management Specialist
Active Listener. Problem Solver. Service Oriented. It's what connects us… and we'd like to connect with you too! We are looking for you to help us deliver exceptional customer experiences for a globally recognized automaker as an Inventory Control Specialist with TTEC.
We help global brands provide a great experience to their customers, build customer loyalty, and grow their business. We were founded on one guiding principle: customer experiences that are simple, inspired, and more human deliver lasting value for everyone. Your role brings that principle to life.
Life at TTEC:
As a global company, we're always on. When one of us is going to bed, a coworker half-way around the world has already had their coffee (or tea) and is ready to grab the baton and run with it. We work at a fast pace around here and we're not one for keeping the status quo. But just because we're busy, it doesn't mean we don't know how to have fun. We're passionate about throwing company events that bring us together to laugh and celebrate each other's achievements. We're also big on taking time out for professional development and giving back.
So, if you're looking for a work-life full of purpose, passion and career potential, keep reading…
As a TTEC Customer Experience Champion, You'll Enjoy:
Competitive base pay rate of $20.50 per hour
Paid training on the latest technology
Fun, talented, and witty teammates
Knowledgeable, encouraging, and present leadership
Free-spirited, theme-based employee events
Diverse and community-minded organization
Career-growth and lots of learning opportunities for aspiring minds
And yes…all the medical and vacation benefits you'd expect
What You'll be Doing:
You take a problem and turn it into a solution. Delivering amazing experiences brings a smile to your face and is very rewarding. You'll use your "get it done" attitude, and professional approach to answer in-bound calls, emails, and other channels from customers. You'll help people every single day by taking calls, actively listening to understand customers' needs, and answering questions.
On a typical day, you'll:
Provide support to the needs and inquiries of automotive dealerships
Contact dealerships to follow up on recent inquiries
Resolve issues or concerns with the goal to resolve during the first contact
In other words - deliver amazing customer service!
Why You? What You Bring:
Being bold, passionate and real. It's what connects us here at TTEC. Does the following describe you as well
1 year or more of inventory management experience plus six months customer experience preferred or equivalent
Multi-task and problem solving
Independent decision making
Basic-to-intermediate computer skills
Must be a high school graduate or equivalent
Demonstrated grammatical Proficiency in United States English language written and verbal
communications and contextual understanding.
1.Click on the Apply Now button.
2.You've applied, now what? After successfully completing the online application, please make your communication lines are open and regularly check your email for instructions.
3.Thank you for applying – it's time to share this opportunity with your network and experience the happiness of working with friends (besides us, of course).
For more information about TTEC, visit ttecjobs.com or search #ExperienceTTEC throughout social media to engage in the global conversation.
As a condition of employment, TTEC requires all employees hired in the United States to successfully pass a background check, and, depending on the location and client program, to successfully pass a drug screening. TTEC is an Equal Opportunity Employer.
Project Manager III
The Project Manager III is responsible for planning, managing and monitoring projects from inception through closure, ensuring they are completed on time, within scope and within budget (when applicable).
Collaborate, direct and control large, complex projects; ensure project results have an articulated scope with quantifiable business benefit
Partner with stakeholders to define success metrics and criteria
Apply extensive Project Management experience and best practice knowledge to project work
Manage team and key business stakeholder meetings; use engaging, informative and well-organized presentations
Create and maintain project documentation, including project plans that specify goals, staffing and scheduling
Develop communication plans; deliver timely and effective updates to all identified stakeholders
Develop and distribute project status reports; ensure all stakeholders are appropriately advised; work to mitigate risks
Take an active role in designing solutions, resolving conflicts and delivering solutions
Manage activities of project personnel to ensure project progresses on schedule, within budget and in line with quality requirements
Coordinate and respond to requests for change
Contribute to the Team's general knowledge base and ongoing professional development
Provide guidance to other team members
Assist with special projects, as assigned
Experience as a Project Manager, successfully managing complex projects
Knowledge of Project Management methodologies, such as Agile, SCRUM, Waterfall, and Iterative
Demonstrated success in effectively developing and implementing new strategies
Strong facilitation and project management skills
Advanced skills with Microsoft Office applications
Advanced skills with Project Management applications
Excellent oral and written communications skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact
Highly organized and experienced at successfully multi-tasking
Demonstrated ability to operate at the highest level of integrity, professionalism, and forthrightness
Demonstrated ability to develop and use engaging, informative and compelling presentation methodologies
Excellent critical thinking and problem solving skills
Excellent conflict management, interpersonal and negotiation skills
Demonstrated ability to influence, motivate and mobilize team members and business partners
Strong collaborative skills, applied successfully within team as well as with other areas
Strong business and technology acumen
Demonstrated fiscal responsibility/accountability in managing project budgets, when applicable
up to 10% travel time required
Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job
UM Nurse Consultant
Fulltime telework opportunity for candidates across the country.
Utilizes clinical skills to coordinate, document and communicate all aspects of the utilization/benefit management program. Requires an RN with unrestricted active license.
Facilitate the delivery of appropriate benefits and/or healthcare information which determines eligibility for benefits while promoting wellness activities. Develops, implements and supports Health Strategies, tactics, policies and programs that ensure the delivery of benefits and to establish overall member wellness and successful and timely return to work.
Services and strategies, policies and programs are comprised of network management, clinical coverage, and policies. Utilizes clinical experience and skills in a collaborative process to assess, plan, implement, coordinate, monitor and evaluate options to facilitate appropriate healthcare services/benefits for members Gathers clinical information and applies the appropriate clinical criteria/guideline, policy, procedure and clinical judgment to render coverage determination/recommendation along the continuum of care Communicates with providers and other parties to facilitate care/treatment Identifies members for referral opportunities to integrate with other products, services and/or programs Identifies opportunities to promote quality effectiveness of Healthcare Services and benefit utilization Consults and lends expertise to other internal and external constituents in the coordination and administration of the utilization/benefit management function.
RN licensure required
3+ years clinical experience required
Post-acute experience highly preferred
UM experience preferred
Managed Care experience preferred
The minimum level of education required for candidates in this position is a Associate's degree or equivalent experience.
LICENSES AND CERTIFICATIONS
Nursing/Registered Nurse (RN) is required
- Nursing/Concurrent Review/discharge planning/1+ Years
Medical Management/Medical Management
- Desktop Tools/Microsoft Word/1+ Years/End User
- Desktop Tools/Microsoft Outlook/1+ Years/End User
- Desktop Tools/TE Microsoft Excel/1+ Years/End User
Benefits Management/Interacting with Medical Professionals/ADVANCED
Benefits Management/Supporting Medical Practice/ADVANCED
Leadership/Driving a Culture of Compliance/FOUNDATION
ADDITIONAL JOB INFORMATION
Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe.
We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come.
We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence.
Together we will empower people to live healthier lives.
Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities.
We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard.
Benefit eligibility may vary by position. Click here to review the benefits associated with this position.
Aetna takes our candidates's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail.
Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.
Corporate Marketing Campaign Manager
Marketing Corporate Marketing Campaign Manager
- ID: 43021
RRD's Campaign Outreach Manager engineers multi-channel campaigns with high levels of personalization to build awareness, promote products and services, and drive lead generation. As a key leadership role on the marketing shared services team, this position will act as the lead for campaign strategy, digital ad strategy, marketing automation and program execution that translates to revenue.
Clearly articulate RRD's mission, brand promise, segment strategy and solutions
Collaborate with segment marketing leads (Marketing Solutions, Business Services, Enterprise Sales) to create a strategic campaign plan, with tactics that align to services and key growth areas
Manage outreach campaigns (email and selective direct mail), lead nurturing programs and paid advertising campaigns including adwords, display, social, remarketing and programmatic
Develop campaigns with respect to the client experience and all phases of the buyer journey
Lead a team that contributes to email execution, CRM adoption, CRM analysis and reporting, marketing automation optimization, digital ad execution and program adoption
Own and publish the master campaign calendar for the company
Uncover opportunities to cross-promote RRD products across traditional business unit lines, contributing to client retention and growth
Own measurement of the marketing funnel / lead lifecycle from Pardot to CRM, recommending opportunities for improvement in conversion rates and messaging
Grow RRD's marketable universe of leads and contacts by advocating for CRM usage, demonstrating attribution and improving campaign-related processes for salespeople
Create ideal client profiles across all business units to drive lead grading, messaging and prioritization
Build scalable, repeatable, efficient and documented workflows for campaign execution to fuel intelligence within Salesforce CRM and Pardot, constantly improving automated functionality
Serve as an expert on campaign outreach that supports multiple levels of the organization: company, segment, business unit and service line
Stay current on market trends, influencer perspectives, analyst reports and competitive landscape
Monitor effectiveness of campaign initiatives and adjust strategy to improve results
Tell the story behind successful campaigns initiatives, both how and why
Provide reports that measure performance, outlining number of email sends, learnings from A/B tests, open rate improvement, click-through rate improvement, qualified leads generated, representation across all business units, progress on planned initiatives
RRD is an EEO/AA including Vets and Disabled Employer
Minimum of 10 years of B2B marketing automation, campaign management, digital advertising or other relevant experience
Excellent organizational, verbal and written communication skills, B2B writing samples required
Collaborative team player with excellent interpersonal skills
Strong presentation skills, both in design and delivery
High sense of urgency and attention to detail
Proficiency in web-based tools, including Salesforce CRM, Salesforce Pardot, Google Adwords, Ad Platforms for LinkedIn / Twitter / Instagram / Facebook, and the Google Suite
Bachelor's degree required, focus in marketing, advertising or business preferred
Sr Payroll Tax Analyst
GENERAL SUMMARY: As a Senior Payroll Tax Analyst, this position will work with various agencies and ADP Tax Service (Total Tax) to research and resolve tax inquiries.
Will conduct audits of wage and tax data and employee tax setup and coordinate corrections and amendments as needed. In a collaborative environment, will work with other members of the Payroll Team to ensure data integrity and compliance. Is responsible for the setup of all new taxes within ADP's Enterprise payroll application.
Will follow ADP best practice for quarterly balancing and is responsible for following company controls. Will audit for areas of risk and suggest corrective actions and controls to be put into place to eliminate or limit exposure. Will be a major contributor in a successful year-end and will participate in all year end activities including W-2's accuracy and compliance.
This role is responsible for keeping the Payroll Team updated on all tax law changes and their impact on payroll processing. Will, assist the Lead Payroll Accounting Analyst balance the general ledger, assist in funding and other analytics, metrics and reporting as business needs require. This position will serve as backup to the Payroll Accounting Analyst..
ESSENTIAL DUTIES & RESPONSIBILITIES:
Review and coordinate the resolution of all payroll tax notices from various agencies (federal, state and local jurisdictions)
Communicate directly with tax agencies as well as third party vendor ADP Total Tax regarding tax inquiries
Track status of tax inquiries in Payroll Tax Log through resolution and review with Payroll management
Record and track tax refunds with Lead Payroll Accounting Analyst
Request tax payments for adjustments as needed
Audit employees' tax setup to ensure compliance with state tax rules and coordinate corrections with Payroll practitioners
Request abatement of tax penalties
Prepare journal entries of tax adjustments and coordinate submission to Finance with Payroll management as needed
Manually complete and submit tax returns not processed by payroll vendor accurately and timely
Perform quarterly reconciliation and data analysis on tax liability (941, SODs, wage and tax register)
Lead and coordinate year-end, balancing wages, and timely processing for accurate W2
Review SUI tax rates for accuracy and update payroll system
Utilize available resources to stay current on all areas of payroll tax law applicable to current companies
Register for new state and local tax IDs
Complete labor statistical reports such as census and multiple work site reports
Work with acquisition team on assessing special tax implications such as need for new company setup and new states
Provide guidance on taxation of wages to Payroll Team
Assist with researching Canadian tax law as needed for Canadian payroll (taxation of wages and reporting)
Maintain department specific files and audit documents
Is the Subject Matter Expert in Payroll Tax
Senior Application Developer (Oracle Responsys)
Information Technology Senior Application Developer (Oracle Responsys)
- ID: 43505
You are a technical consultant working with our clients to implement and oversee production of the Oracle Marketing Cloud environment (Responsys or Eloqua). This client facing role with minimal travel will require you to have at least three years of client facing experience working on software projects. In addition to technology domain expertise, this individual must have project management skills and the necessary skills to implement complex client requirements in the required timeline using both end user facing platforms and the Oracle Marketing Cloud platform. You are responsible for building moderate to complex front end user experiences and the back end logic required to support solutions.
Implement and configure marketing automation software for clients based on their business needs and requirements with a particular focus on Responsys and Eloqua but will cross-train in Salesforce Marketing Cloud
Work with business stakeholders, developers, and other disciplines to understand business needs, design effective solutions, and ensure the successful delivery of the solution
Continue on with client and solution past implementation and oversee support and enhancements
Ensure solution meets performance criteria, customer SLAs, and compliance policies
Act as the technical leader and reference on complex and/or extensive projects
Configuration and design to meet client business needs
Proactive problem diagnosis, troubleshooting and resolution
Knowledge transfer/training to clients and teammates on solution implemented
Facilitation of requirements gathering
Manage multiple client engagements and work with associated team members
Develop discovery session questionnaire for new client
Create the functional specifications and ensure they align with the overall implementation design
Work closely with project and account management
Responsible for the user acceptance test plan and implementation sign-off
Evaluate and minimize risk to the solution
Provide recommendations to management to assist the decisions on proposed investments/solutions
Support sales team with solution scoping, presentations, demonstrations and use of project estimating tools
Bachelor degree in discipline related to functional work or role with 15 years of relevant work experience OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.
Certified or experience developer / consultant with Responsys and/or Eloqua platforms
Experience coding in RPL (Oracle Responsys language)
Six years of software implementation experience, programming and client facing experience combined at the minimum
Solid understanding of and experience with:
Solution design and architecture
Microsoft .NET knowledge
Microsoft SQL knowledge
Relational database concepts, with exposure to SQL
Data management, segmentation, and ETL best practices
Scripting and query development
Nice to have experience with:
Understanding how networks operate including DNS, NAT, VPN, configuration
Hands-on shell scripting experience (bash, cshell, bat)
Hands-on experience setting up SMTP mail exchanges
Skills and related qualifications include technical management, technical understanding, analyzing information, advanced written-verbal communication, complex problem solving, strategic planning, quality management, budget management, asset management, excellent leadership.
Able to apply broad work experience and knowledge when analyzing complex problems. Must be able to consistently identify critical elements, variables and alternatives to develop solutions.
Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions. Able to communicate clearly and courteously with those who need to know of decisions/actions/problems. Able to apply excellent business acumen and collaborative skills when resolving problems.
Requires excellent communication skills with ability to state messages in a clear manner by using language that is easy for others to understand. Able to explain programs policies and procedures in language that is understood by others.
Must be able to modify communication style both formal and informal to match the appropriate level of the audience targeted. Requires strong understanding of the impact of a message on the organization or customer. Able to write with the clarity and precision necessary for the work being performed.
RRD is an EEO/AA including Vets and Disabled Employer
Lifeguard - West Shore Ymca
At the Y, our mission is to put Christian principles into practice through programs that build healthy spirit, mind and body for all. Join our Greater Cleveland YMCA team in living our cause and helping to provide quality, safe and healthy programs and services in our community.
Pay Rate: $8.55- $9.00 per hour
Description: YMCA of Greater Cleveland has an immediate need for Lifeguards who will be responsible for ensuring safety of all participants during open swim and program activities.
Maintain CPR, First Aid, other required YMCA certifications.
Report to work on time and with appropriate safety equipment (fanny pack) and appropriate clothing.
Ensure safety of participants during class and/or open swim.
Adhere to Blood borne Pathogen standards and attend annual training.
Notify supervisor of any faulty equipment or unsafe conditions.
Document any incidents that occur during shift (on daily basis).
Monitor chlorine, PH levels/ and track water temperature hourly.
Ability to read, write & understand written directions.
Must be at least 17 years of age.
Current YMCA or Red Cross life guarding certification and CPR PRO certification.
Physical ability to rescue an individual from water.
Prior experience helpful.
About YMCA of Greater Cleveland: Our vision is to be the premier community-based, charitable organization that embraces collaborations to build strong kids, strong families and strong communities. That's why we offer an exceptional package that includes:
A free membership to your local YMCA and discount to YMCA programs including childcare (part-time positions do not receive discount on childcare).
Additional employee discounts at many places in and around town, just for being a YMCA of Greater Cleveland employee.
Eligible employees receive comprehensive Benefits Plan including Health, Dental, Vision, Employee Assistance Plan, Retirement 8% paid by the YMCA of Greater Cleveland and paid vacation.
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