Personal Financial Advisors

**About this role:**

Wells Fargo is seeking a Commercial Banking Portfolio Manager in Franchise Finance for the Restaurant segment as part of the Commercial Bank. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Learn more about this segment at https://www.wellsfargo.com/com/industry/restaurants/ .

**In this role, you will:**

+ Review and model client and prospect financial statements that require an in-depth evaluation of multiple factors

+ Participate in financial research, underwriting, and structuring of complex banking relationships

+ Analyze and report industry and portfolio trends

+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid-level managers to resolve issues, grow within the role and achieve goals

+ Become an expert in various systems used in Commercial Banking

**Required Qualifications:**

+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Experience in lending to the restaurant industry

+ Demonstrated ability to build effective relationships to enable business growth

+ High level of initiative and accountability working in a fast-paced deadline driven environment

+ Experience developing and maintaining external and internal partnerships

+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

+ Bachelor’s degree in accounting, finance, or business

**Job expectations:**

+ This position is not eligible for Visa sponsorship

+ This position offers a hybrid work schedule

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

+ Ability to travel up to 10% of the time

​#commercialbanking

**Location:**

+ 1808 Aston Avenue Carlsbad, California 92008

+ 8601 North Scottsdale Road - Scottsdale, Arizona 85253

+ 550 South Tryon Street - Charlotte, North Carolina 28202

**Pay Range:**

California Pay Range: $92,400 - $164,400 USD annual (this range may not be applicable to other locations)

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $164,400.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

20 Apr 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-447752

What you can expect

Zoom is growing its financial planning & analysis team to meet the demands of a fast-growing Marketing organization.

About the Team

The Financial Analyst position will help support & scale our Global Marketing organization.

Responsibilities

+ Driving planning cycles and presenting data to senior executives.

+ Conducting financial analysis to support business decision-making and strategic planning.

+ Reporting on business performance and enhancing financial reporting.

+ Collaborating on projects to improve planning processes and automation, streamlining deliverables.

What we’re looking for

+ Have extensive experience in marketing planning, analytics, finance, or operations.

+ Have proficiency in SQL or Snowflake and comfort with tools such as G Suite and the MS Office Suite.

+ Possess excellent financial modeling skills to support forecasting, budgeting, and variance analysis.

+ Have the ability to engage with multifunctional partners and effectively communicate complex financial models and data insights to non-finance stakeholders. Have a proactive approach to enhancing planning processes and automating financial reporting.

+ Have experience with Anaplan and Salesforce is a nice to have.

Salary Range or On Target Earnings:

Minimum:

$76,800.00

Maximum:

$186,200.00

In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

We also have a location based compensation structure; there may be a different range for candidates in this and other locations

At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

Anticipated Position Close Date:

04/08/25

Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

#LI-Remote

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

**Job Posting Title**

Financial Analyst Sr

**Job Description**

The Senior Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position will be a partner of the departments it supports, will be viewed as the voice of Finance for those departments, and become a member of the department's leadership team.

**Responsibilities**

+ Provide financial leadership and direction to various Prime departments on the annual cloud budget, forecast, and monthly financial requirements

+ Provide trend analysis on key issues including capital planning and projects

+ Recommend operational improvements after investigating, and analyzing data from a financial and functional view

+ Provide mentoring to junior members of the FP&A team

+ Other duties as assigned

**Education & Experience**

+ Bachelor's degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required

+ 5 years of experience in accounting and/or financial analysis

+ Must be eligible to work in the United States without need for work visa or residency sponsorship

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

**Additional Qualifications**

+ Strong team player with effective communication and presentation skills as well as a customer service approach

+ Very strong analytical skills and attention to detail, with experience in working in complex environments

+ Ability to adapt and multi-task

**Preferred Qualifications**

+ MBA in Finance or related field

+ Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas

+ PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience

+ Experience working with databases to retrieve and analyze data

+ Experience supporting an IT organization or department

**Physical Demands**

+ Flexible work schedule within normal business hours, typically between 7:00 am and 6:00 pm

+ Constantly required to sit, use hands to handle or feel, talk and hear

+ Frequently required to reach with hands and arms

+ Occasionally required to stand, walk and stoop, kneel, and crouch

+ Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Potential pay for this position ranges from $74,000.00 - $118,000.00 based on experience and skills.

To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/benefits) and click on the "Benefits at a glance" button for more detail.

_Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. _

_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._

_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._

Positions will be posted for a minimum of five consecutive workdays.

Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law.

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email Careers@primetherapeutics.com.

**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 Portfolio Management Director within PNC's Enterprise Change Office organization, you will be based in one of the following locations: Pittsburgh, PA, Cleveland, OH, Birmingham, AL or Phoenix, AZ.

This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.

As a Portfolio Management Director within the Enterprise Change Office, you are expected to understand PNC’s change methodology framework and help teams apply and adhere to the way in which PNC effectively implements change. You will be well positioned to learn about numerous areas within the bank and partner with many different sponsors of change.

Responsibilities include but are not limited to:

• Overseeing the Project Management system of record.

• Ownership in communicating all change methodology enhancements.

• Embrace and champion the change culture for PNC.

**Job Description**

+ Oversees portfolio managers and their assigned teams. Responsible for the success of the team in meeting objectives and timeframes. No requirement for portfolio size.

+ Facilitates the development and approval process for strategic initiative governance for assigned portfolios.

+ Oversees the development and review of analysis and reporting information related to key strategic portfolio milestones.

+ Oversight and accountability for the overall portfolio budget while working to ensure success of the portfolio.

+ Leads and develops portfolio managers. Works across multi-disciplinary functions and builds and oversees vender relationships to ensure success of the portfolio.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

+ **Live the Values** - Role models our values with transparency and courage.

+ **Enable Change** - Takes action to drive change and innovation that will transform our business.

+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Preferred Skills**

Accountability, Agile Methodology, Client Counseling, Decision Making, Influencing Skills, Results-Oriented, Strategic Planning

**Competencies**

Accuracy and Attention to Detail, Analytical Thinking, IT Standards, Procedures & Policies, Managing Multiple Priorities, Organizational Change Management, Organizational Leadership, Problem Solving, Project Administration, Project Management

**Work Experience**

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The application window is expected to close by April 11, 2025

Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received.

Candidate must reside in Arizona, US

Meet the Team

Is technology your passion? Do you want to work for a company where you can see your ideas come to life? Where people consistently work with industry leaders and knowledge experts that will help craft your future and career? Want a company that has excellent benefits, strong employee programs, and a fantastic PTO policy right from the beginning? Look no further than Cisco!! We have built a dynamic and fun atmosphere to deliver value to our customers, partners and Cisco. We work hard, play hard and have fun doing it! We take pride in our work and our collective success is dependent upon teamwork, both internally and externally.

Your Impact

As an Account Manager at Cisco, you’ll manage a growth target for an assigned territory using a channel go to market distribution model. You will target market opportunities by segment and use available resources to aggressively pursue opportunities while also showing sales penetration within a target account list of accounts. You'll have a "hunter" mentality, while at the same time exhibiting strategic sales savvy and building strong relationships with customers. You will sell in a matrixed environment that requires a customer-first approach all the while establishing an outcome where everybody wins.

· You will play a pivotal role in growing the company's revenue by identifying new sales opportunities and expanding relationships with existing clients.

· By understanding client needs and delivering tailored solutions, you will improve customer satisfaction and foster long-term partnerships.

· Through strategic account planning and execution, you will help improve Cisco's visibility and reputation in the market.

· You will serve as a vital link between customers and internal teams, ensuring seamless communication and collaboration to meet client objectives.

· By providing insights from customer interactions and market trends, you will contribute to the development and refinement of effective sales strategies.

Minimum Qualifications

· 5+ years of experience selling, prospecting and growing an account base.

· Bachelor's degree or equivalent work experience.

· 3+ years of experience leading a large territory

Preferred Qualifications

· Experience with demand generation, partner development, strategic account planning, forecasting, quota attainment, communicating business transformational solutions via sales presentations, short-term, mid-term, and long-term opportunity management.

· You have strong technical and business knowledge with complimentary skills to understand the customers’ business drivers and then align them to Cisco solutions.

· You demonstrate the necessary skills to negotiate issues with peers, partners and customers using a Win/Win philosophy.

· You're an ambitious self-starter with ability to articulate Cisco product and business strategies and create the demand to complete the deal.

· You possess the following traits: passion, integrity, trust, leadership, discipline and execution.

#WeAreCisco

#WeAreCisco where every individual brings their unique skills and perspectives together to pursue our purpose of powering an inclusive future for all.

Our passion is connection—we celebrate our employees’ diverse set of backgrounds and focus on unlocking potential. Cisconians often experience one company, many careers where learning and development are encouraged and supported at every stage. Our technology, tools, and culture pioneered hybrid work trends, allowing all to not only give their best, but be their best.

We understand our outstanding opportunity to bring communities together and at the heart of that is our people. One-third of Cisconians collaborate in our 30 employee resource organizations, called Inclusive Communities, to connect, foster belonging, learn to be informed allies, and make a difference. Dedicated paid time off to volunteer—80 hours each year—allows us to give back to causes we are passionate about, and nearly 86% do!

Our purpose, driven by our people, is what makes us the worldwide leader in technology that powers the internet. Helping our customers reimagine their applications, secure their enterprise, transform their infrastructure, and meet their sustainability goals is what we do

best. We ensure that every step we take is a step towards a more inclusive future for all. Take your next step and be you, with us!

We are an equal opportunity employer and value diversity our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

@Cisco #CiscoJobs #WeAreCisco

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.

Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.

Job Description:

Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

End-to-end onboarding process; including systems, documentation, and follow-up
New account opening and maintenance
Phone coverage for assigned advisors
IAP enrollment and maintenance
Process and manage client servicing requests and account maintenance
Drive digital client engagement
Use Salesforce to track daily activities

Required Qualifications:

1+ years' experience working in a client servicing operations capacity or banking/ financial industry
Knowledge of investment and banking products, policies & procedure
Proficient in Microsoft Word, Excel

Desired Qualifications:

Undergraduate Degree
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Time Management
Organizational
Detail Oriented
Multi-tasking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Job Description:

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients’ bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

Responsibilities:

Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity
Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment
Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss
Participates in triage related to Executive Escalations & Incident Response fraud activities
Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulation
Assist clients and internal partners with banking claim and suspicious alert inquiries, initiation and updates

**Hours vary between 10a-9p EST MUST be available to work a weekend shift**

Required Qualifications:

1+ years of fraud servicing or call center experience.
Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information
Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Communicates effectively and confidently with all clients to make their financial lives better
Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Minimum of an intermediate level of proficiency with computers and current technology

Desired Qualifications:

Experience in a call center or a financial/banking center
Customer service experience
Has 1-2 years of fraud servicing or call center experience.
Fraud Detection and Prevention
Credit Risk

Skills:

Customer and Client Focus
Data Collection and Entry
Due Diligence
Issue Management
Oral Communications
Active Listening
Adaptability
Attention to Detail
Policies, Procedures & Guidelines
Written Communications
Business Acumen
Collaboration
Critical Thinking

Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**

Positions in this function involve a blend of relationship management, administrative tasks, and advanced Excel modeling. The ideal candidate will have a strong understanding of claims data, preferably Medicaid, and possess exceptional Excel skills to manage and update complex models. They will analyze utilization and healthcare cost data to uncover key business issues, identify opportunities for medical cost improvements, and develop alternative pricing strategies in collaboration with market affordability leads. Their goal will be to make healthcare more affordable for C&S Medicaid, LTSS and DSNP members and programs.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ **Track and Report Affordability Performance:**

+ Monitor and report on-track affordability performance against annual savings targets

+ Present findings to the C&S health plan and regional leaders.

+ Attend health plan affordability meetings (bi-weekly to monthly)

+ Maintain an affordability tracker for all East markets, ensuring timely updates and accuracy

+ Assist affordability leads with queries and provide details on affordability initiatives

+ **Support Cost Savings Initiatives:**

+ Partner with local health plans to size, measure, and approve new cost savings initiatives

+ Review and approve Clinical affordability initiatives

+ **Senior Leader Reporting:**

+ Serve as the expert owner of senior leader level reporting for bi-weekly, quarterly, and annual reports

+ Update functionality of Excel models, incorporating new data sources and revising formulas as needed

+ Develop new summaries as required by leaders

+ Conduct bi-weekly peer reviews of Excel model refreshes

+ **Financial Budget and Forecasting:**

+ Partner with local health plan CFOs to incorporate affordability programs into quarterly and annual financial budgets and forecasts

+ Serve as peer reviewer for forecast models

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ Bachelor’s degree (Finance, Statistics, Accounting, Economics, Actuarial Science, or other related degrees)

+ 4+ years of experience in an analytics capacity and evidence of creative, proactive problem solving

+ Experience in the healthcare insurance industry with previous exposure to medical claims data

+ Basic SQL or SAS coding knowledge

+ Solid proficiency in Excel, including experience with complex models

+ Proficiency in Microsoft Outlook, Word, and PowerPoint

+ Proven excellent organizational and administrative skills

+ Proven solid communication and relationship management abilities

+ Proven comfort managing ambiguity

+ Proven ability to work independently and as part of a team

**Preferred Qualifications:**

+ Medicaid experience

+ Familiarity working with a large medical claims database

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

The salary range for this role is $89,800 to $176,700 annually based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

**About Team & About Role:**

Rubrik’s sales organization is a united group of elite cross-functional sales professionals that help companies & government entities achieve resilience against cyberattacks, malicious insiders, and operational disruptions. We offer continuous professional development through our world class sales enablement program and our One Rubrik selling approach provides all the resources you need to exceed your goals, maximize your earnings potential and take your career to the next level. All this while doing something that truly matters, protecting the world's data.

The Product Line Specialist AE is a technical sales professional characterized by intimate understanding of their specific product, the pain it resolves, the competitors, market, qualification, objections, and value proposition. Through a quantity of focused interactions they become exceedingly specialized and competent in their discipline making great impressions on prospects and core sales team alike. They own the product number, are hungry to overachieve it. Their success is ensured by their expertise, their champion building, and their high level of effective activity. They champion and evangelize their product in the field, internally and externally, and with our resellers. They are the point of contact for PnP, PM, PMM as a consolidated voice of field and customer.

**What You’ll Do:**

+ Define and execute sales plans for the assigned territory to meet and exceed quota through prospecting, qualifying, managing and closing sales opportunities

+ Develop and manage sales pipeline to move a large number of strategic transactions through the sales process

+ Identify and close opportunities for growth working with a mix of mid-enterprise accounts

+ Present Rubrik, Inc. solutions within complex data center design environments

+ Co-sell and strategize with direct field team, partners, distributors and VAR’s to enable rapid growth

+ Provide Rubrik, Inc. management with feedback about the local market opportunity and identification of new business opportunities and channel partnerships

**Preferred Qualifications:**

+ 3+ years tech sales experience as customer facing, variable comp. AE or SE

+ consistent track record of success/overachievement

+ Higher than average business acumen & deal sense

+ Proven ability to build champions/work cross functionally

+ Bias for action, self starter

\#LI-DNI

The minimum and maximum base salaries for this role are posted below; this role is also eligible to earn commissions pursuant to the Company’s written Incentive Compensation Plan. Additionally, the role is eligible for equity and benefits. The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

US Pay Range

$109,400—$174,700 USD

**Join Us in Securing the World's Data**

Rubrik (NYSE: RBRK) is on a mission to secure the world’s data. With Zero Trust Data Security™, we help organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Rubrik Security Cloud, powered by machine learning, secures data across enterprise, cloud, and SaaS applications. We help organizations uphold data integrity, deliver data availability that withstands adverse conditions, continuously monitor data risks and threats, and restore businesses with their data when infrastructure is attacked.

Linkedin (https://www.linkedin.com/company/rubrik-inc/mycompany/verification/) | X (formerly Twitter) (https://twitter.com/rubrikinc) | Instagram (https://www.instagram.com/rubrikinc/) | Rubrik.com

**Inclusion @ Rubrik**

At Rubrik, we are dedicated to fostering a culture where people from all backgrounds are valued, feel they belong, and believe they can succeed. Our commitment to inclusion is at the heart of our mission to secure the world’s data.

Our goal is to hire and promote the best talent, regardless of background. We continually review our hiring practices to ensure fairness and strive to create an environment where every employee has equal access to opportunities for growth and excellence. We believe in empowering everyone to bring their authentic selves to work and achieve their fullest potential.

**Our inclusion strategy focuses on three core areas of our business and culture:**

+ Our Company: We are committed to building a merit-based organization that offers equal access to growth and success for all employees globally. Your potential is limitless here.

+ Our Culture: We strive to create an inclusive atmosphere where individuals from all backgrounds feel a strong sense of belonging, can thrive, and do their best work. Your contributions help us innovate and break boundaries.

+ Our Communities: We are dedicated to expanding our engagement with the communities we operate in, creating opportunities for underrepresented talent and driving greater innovation for our clients. Your impact extends beyond Rubrik, contributing to safer and stronger communities.

**Equal Opportunity Employer/Veterans/Disabled**

Rubrik is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@rubrik.com if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

EEO IS THE LAW (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)

NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS