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Wealth Management Client Associate Irvine, California Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest... more ->
Overview Welcome Home! Build your career with Lennar: As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation &... more ->
Duties WHAT IS THE WAGE AND INVESTMENT (W&I) DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Vacancies will be filled in the following specialty areas Wage and Investment Customer Assistance, Relationship and Education - Field Assistance - Area 3 The following are the duties of this position at the full working level. Assists and advises taxpayers in meeting their Federal Tax obligations. Assistance is technical and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all... more ->
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering... more ->
Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions... more ->
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Financial Planner, you will be responsible for supporting and working closely with Relationship Managers (RM) and clients to analyze, communicate... more ->
Why Wells Fargo Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous... more ->
OVERVIEW Evaluate and determine the credit risks of complex commercial clients and higher dollar loans (typically $10MM and greater) through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt service. RESPONSIBILITIES Facilitate the credit needs of customers by underwriting new requests and material modifications from deal screen through approval. Ensure a successful transition of new customers/loans to monitoring team for ongoing continuous credit monitoring. Review all pertinent credit and financial... more ->
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the... more ->
ONE TEAM. ONE DREAM. BENEFITS 80% Company Paid Employee Medical and Dental Insurance 50% Company Paid Family Medical and Dental Insurance HSA with monthly company match Vision Insurance Life Insurance 401(k) with a company 4% match Paid Vacation Paid Holidays Competitive Wages Future Advancement Opportunities Positive Team and Skill Enhancing Atmosphere Paid Training Paid Uniforms Being apart of a family. We do more than just work together! Family comes first at Magic. Our goal is to create a culture where you are surrounded by people who grow with you personally and professionally. From... more ->
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full TimeTeller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking... more ->
A career at Auto-Owners is challenging and rewarding. Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, this specific role could have the flexibility to work from home up to 3 days per week. Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated experienced Claims professional to join our team. The position requires the person to: Providing feedback, training and... more ->
WHO WE ARE TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to... more ->
If you need assistance during the recruiting process due to a disability, please reach out to our Recruiting Accommodations Team through the Accommodation Request form. This form is used only by individuals with disabilities who require assistance or adjustments in applying and interviewing for a job. This form is not for inquiring about a position or the status of an application. Does generating impact on a rapidly growing sector in the online travel ecosystem make you tick? Do you have a passion for using financial analysis to help craft the future of massive marketing distribution... more ->
Overview Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary Responsibilities Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's... more ->
Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Vacancies will be filled in the following specialty areas Tax Exempt and Government Entities, Exempt and Government Entities, Employee Plans,Rulings and Agreements: Area 1, 2, and 3. Tax Exempt and Government Entities, Employee Plans, Examinations: Pacific Coast, Gulf Coast, Great Lakes, Mid-Atlantic, Northeast Area. Tax Exempt and Government Entities, Exempt Organizations and Government Entities, Examinations: Gulf... more ->
Job Description We Deliver the Goods Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more Growth opportunities performing essential work to support America's food distribution system Safe and inclusive working environment, including culture of rewards, recognition, and respect Why Join Core-Mark? Core-Mark emphasizes personal growth and development for all associates. We believe that when you succeed, the company succeeds. We promote internally whenever possible and... more ->
About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. Lumen's commitment to workplace inclusion and employee support shines bright. We've made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we're the top employer in... more ->