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Req ID: 76647 Location: Tulsa -TUL Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 06/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Our bank operations team ensures the efficient and accurate processing of financial transactions, compliance with regulatory requirements, and the implementation of best practices. They manage daily banking operations, including transaction processing, account maintenance, and customer service. The team is dedicated to improving operational efficiency, mitigating risks, and supporting the overall goals of the bank. <h2>Job Description</h2> The IRA Specialistis primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary transactions are valid and coded correctly according to IRS regulations. Performs quality review of all new IRAs and maintenance on transactions completed by other lines of business. Assist in the tax reporting process while staying knowledgeable of IRS tax and ever-changing IRA regulations. This position also engages in frequent communication with internal and external partners providing guidance as it pertains to IRA procedures through the Fidelity Applications according to the IRS regulations. <h2>Team Culture</h2> At BOK Financial, you’ll join a dedicated team that values integrity and company principles. The culture here promotes knowledge growth, skill development, and strategic thinking. You’ll have the flexibility to advance and make decisions, all while collaborating with various stakeholders to solve problems and maximize volume. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform quality reviews of IRA legal documentation and transactions, including new account setup, client information input, maintenance, and tax reporting coding. Ensure timely corrections and document mailing before IRS deadlines.</li> <li>You will communicate with internal partners to resolve customer issues such as stop payments, interest errors, account styling, and complex research on closed accounts.</li> <li>You will complete daily requests through the incident reporting system, including IRS corrections, 1099R/5498 corrections, product changes, penalty adjustments, and tax withholding.</li> <li>You will process IRA transfers, distributions, and rollovers, ensuring proper documentation and coding. Handle requests via DocuSign and external financial institutions.</li> <li>You will monitor Start Right IRA account openings for accuracy and funding, and research automation failures to minimize client impact.</li> <li>You will maintain IRS compliance by staying updated on regulatory changes and attending annual training seminars. Assist Accounting with resolving out-of-balance conditions.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion associate degree in Banking or Finance and 1-2 years banking experience relating to IRA Processes, Procedures and Regulations or 3-4 years’ experience in banking relating to IRA Processes, Procedures, and Regulations. <ul> <li>Thorough knowledge and understanding of IRS Rules and Regulations for IRAs; Ability to effectively provide guidance on rules and regulations.</li> <li>Basic office skills including 10-key by touch, typing 30-40 wpm.</li> <li>Good analytical and critical thinking skills.</li> <li>Good PC skills including Microsoft Word, Microsoft Office Outlook, and Microsoft Excel.</li> <li>Demonstrate strong interpersonal skills when working closely with internal business partners.</li> <li>Excellent telephone and verbal communication skills.</li> <li>Excellent organizational skills and commitment to task in resolving customer issues in a timely manner.</li> <li>Detail oriented to review and ensure the overall quality of all IRA Information. </li> <li>Ability to prioritize and meet deadlines in high-pressured environments. </li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

IRA Specialist

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 competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Ocala Market

Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into working capital solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. The future of payments is here at Bank of America. Powered by people. Driven by Technology. The success of Bank of America and Global Payments Solutions (GPS) is dependent on continual enhancement and differentiation in the digital space. CashPro® is Bank of America’s flagship GPS platform for clients ranging from business banking to commercial and large corporates doing business globally. This position is for a CashPro Data Product Associate, focused on empowering our product and sales teams with actionable insights to help them understand client behavior and measure success. We are looking for a motivated self-starter, passionate about the power of data to drive product development and business strategies. This individual must exhibit strong organizational skills, with an ability to manage multiple high priority tasks for the business with overlapping deadlines. They must also be skilled at reading and writing SQL queries to analyze data, and comfortable using tools including Splunk, Alteryx, and Tableau/BI tools. They should also be a clear and concise communicator, with an ability to message across multiple levels of the organization. As CashPro Data Product Associate, responsibilities will include supporting data strategy and analytics for various purposes across the CashPro platform, including but not limited to: reporting on product adoption, client behavior, security, user access, and recurring measurement of key performance indicators. This product associate will: - Partner with product, sales, operations, and other internal partners to complete ad-hoc data analysis projects, to inform understanding of client access, user behavior, and/or product adoption - Identify opportunities for automation of data insights, and work with a cross-functional team of product, design, and technology partners to support the prioritization, development, and publishing of data insights for internal stakeholders - Perform recurring key performance indicator reporting, including producing product adoption metrics for use in external publications and quarterly earnings reports - Support our data product strategy to enhance internal metrics infrastructure and visualization tools, enabling the delivery of more comprehensive, actionable analytics to internal and external stakeholders - Work with Technology partners and vendors through the agile development methodology, required governance and compliance approvals, and early risk identification and mitigation of issues - Support weekend release activity as associated with data product enhancements - Serve as an innovation champion and thought leader, identifying new opportunities for enhancement as well as internal efficiencies and process improvements to help simplify and improve the client and internal employee experience. Required Skills Inclusive and Inspiring: Seeking motivated team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge • 2+ years data analytics or data product management experience • Conveys out‐of‐the box ideas and solutions, embraces change with a future‐forward mindset, and challenges the status quo - Ability to work on cross-functional, global teams across multiple time zones and foster strong working relationships • Synthesizes inputs from multiple stakeholders into cohesive communications • Has high attention to detail, ability to effectively prioritize, and follow through with tasks and commitments - Ability to perform data analysis and partner with product managers to define key metrics to measure success. Experience and success working with large, complex data sets, including using tools such as Microsoft Excel, SQL, Splunk, Alteryx and Tableau/BI dashboards - A blend of both business and technical acumen - Undergraduate degree required. Minimum: BS or BA degree Desired Skills: • Knowledge of Treasury Management, payments, and digital channels solutions - Bank of America or similar financial institution experience - Agile development methodology experience Shift:1st shift (United States of America) Hours Per Week: 40

CashPro Data Product Associate

Job Description: Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions (GPS) organization which provides our clients with best-in-class innovative cash management and payments solutions. The Specialized Product Advisory team is accountable to deliver complimentary treasury operational consultancy services to the Bank’s corporate, commercial, and business banking clients, as well as financial institutions, non-bank financial institutions and public sector entities. Reporting to the Global Head of Advisory in Global Payments Solutions (GPS), the selected candidate will work in close partnership with the sales, coverage and product teams. The role is expected to develop and drive deeper relationships with clients, and consequently derive revenue opportunities. Our Treasury Advisors work with clients to provide insights, ideas and best practices, in a consultative manner, that will help clients address specific operational and strategic objectives that arise in Corporate Treasury in areas such as: • international growth and overseas expansion • the use of shared services centers • the overall maturity of the treasury function • operating tactics and liquidity structures • business resilience, compliance, and governance • treasury technology impacts and working relationships with internal and external partners Specific use cases could include: • mergers, acquisitions, and divestitures: impacts, synergies, and benefits realization strategies • risk management methodologies • order-to-cash and procure-to-pay strategies • cash management structures and cash forecasting methods • organizational restructuring and treasury centralization Additionally, the role will be expected to contribute to the brand and reputation of the bank, increasing or preserving the competitive advantage over time and therefore identifying revenue opportunities for GPS. The core deliverables for this are to: • identify future client requirements relevant to GPS business positioning • develop and deliver content that positions the bank as a thought leader and core partner Required Skills • 7-10 years’ experience in corporate treasury and/or finance, ideally within a global, multinational organization (corporate treasury experience strongly preferred) or related consultancy experience • Understanding of transactional and corporate treasury products, processes and services, with an ability to translate that knowledge and experience into relevant insights and advice. • Knowledge of the regulatory environment as it pertains to treasury activities <ul><li> Operational process mapping and reengineering experience</li></ul> <ul> <li> Exceptional financial and business acumen</li> <li> Suitable project management, problem solving, strong analytical and strategic thinking skills</li> <li> Advanced communication, leadership, partnership, consulting, influence, and negotiation skills, combined with an intense focus on driving client-centric solutions</li> <li> Strong presentation &amp; public speaking experience; able to represent BofA at industry conferences, roundtables and other thought leadership opportunities</li> <li> Bachelor’s degree preferred in business or similar undergraduate degree (w/curriculum covering management, international business and/or finance) or appropriate industry qualifications</li> </ul> • Travel required – approximately 30% Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Advisory Executive - Global Payments Solutions

Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.We are seeking a proactive and detail-oriented Marketing Operations Superstar to join our dynamic Marketing Operations team. The Marketing Operations team plays a critical role in the design and execution phase of Airtable’s go-to-market motion. In this role, you will be the key driver in ensuring the seamless execution of our marketing campaigns, lead operations and sales handoff motions. The ideal candidate will have a bias for action, a passion for process optimization, and a proven ability to collaborate and communicate effectively with cross-functional stakeholders. <h1>What you'll do</h1> <ul> <li> Campaign Operations: <ul> <li>Lead the end-to-end execution of marketing campaign operations, ensuring timely delivery and flawless execution with cross functional stakeholders</li> <li>Manage technical infrastructure and data flows between Marketo and other related systems (e.g. Big Marker, Splash, event systems, etc) to ensure seamless experiences and data integrity</li> <li>Assess new business requirements and translate them into process updates or redesigns, driving effective change management to ensure smooth adoption across teams.</li> <li>Create and manage and execute on compliant, efficient list import processes to support targeted campaign execution</li> <li>Develop training materials and documentation to empower marketers with self-serve campaign capabilities</li> <li>Ensure Sales Handoff is standardized, documented, and consistently followed across teams.</li> </ul> </li> <li> Lead Operations: <ul> <li>Monitor and manage lead flow processes, ensuring accurate data capture and seamless integration with sales systems.</li> <li>Investigate anomalies in lead data, identify root causes, and implement corrective actions to maintain data integrity.</li> <li>Develop and maintain documentation for lead management processes and best practices.</li> </ul> </li> <li> Process Optimization &amp; Change Management: <ul> <li>Assess existing marketing operations workflows, identify areas for improvement, and implement scalable solutions.</li> <li>Lead change management initiatives to adopt new tools, processes, or methodologies, ensuring minimal disruption to ongoing activities.</li> <li>Train and support team members on updated processes and tools to foster adoption and efficiency.</li> </ul> </li> </ul> <h1>Who you are</h1> <ul> <li>5+ years in Marketing Operations, Revenue Operations, CX Operations or Sales Operations (Ideally at a B2B SaaS company).</li> <li>Proficiency in marketing automation platforms (e.g., Marketo) and CRM systems (Salesforce).</li> <li>Working knowledge of Sales and Marketing systems (e.g. Big Marker, Splash, Contentful, LeanData, Clearbit, Outreach, Hightouch etc) strongly preferred. </li> <li>You have a proven track record of leveraging analytics to improve sales and marketing effectiveness.</li> <li>You demonstrate a proactive approach to problem-solving with a strong bias for action, addressing challenges quickly and driving initiatives forward with minimal oversight</li> <li>You’re able to independently manage projects and contribute to team goals while maintaining detailed documentation and adhering to internal project management methodologies.</li> <li>You build trust across organizational boundaries and drive alignment effectively</li> <li>You have a deep understanding of sales and marketing funnels.</li> </ul> <h2>What we offer</h2> <ul> <li> Duration: 12-months</li> <li> Start Date: ASAP</li> <li> Work Schedule: Full-time (40 hours a week) </li> <li> Location: Remote - US</li> </ul> Airtable is an equal opportunity employer. We embrace diversity and strive to create a workplace where everyone has an equal opportunity to thrive. We welcome people of different backgrounds, experiences, abilities, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any characteristic protected by applicable federal and state laws, regulations and ordinances. Learn more about your <a href="https://drive.google.com/file/d/1jAj2by1bto5g8Xqn9hWNAwPOMGNd_fM6/view?usp=sharing" target="_blank">EEO rights as an applicant</a>. VEVRAA-Federal Contractor If you have a medical condition, disability, or religious belief/practice which inhibits your ability to participate in any part of the application or interview process, please complete our <a href="https://airtable.com/shrq13fCV8h1sx2t8" target="_blank">Accommodations Request Form</a> and let us know how we may assist you. Airtable is committed to participating in the interactive process and providing reasonable accommodations to qualified applicants. Please see our Privacy Notice for details regarding Airtable’s collection and use of personal information relating to the application and recruitment process by clicking <a href="https://www.airtable.com/company/personnel-privacy-notice" target="_blank">here</a>. 🔒 Stay Safe from Job Scams All official Airtable communication will come from an @airtable.com email address. We will never ask you to share sensitive information or purchase equipment during the hiring process. If in doubt, contact us at <a href="#">hr@airtable.com</a>. Learn more about avoiding job scams <a href="https://consumer.ftc.gov/consumer-alerts/2022/05/want-work-home-spot-scams-first" target="_blank">here</a>.

Airtable

Marketing Operations (Contract)

Job Description: Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Princeton - Windsor Plaza , Hamilton - Hamilton Market Place Financial Centers - Full Time  Market Place FC

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 competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing payment processing solutions to small business clients in a phone-based environment primarily through referrals from an assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and providing solutions to meet their business needs. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Responsibilities: <ul> <li>Leverages consultative sales processes to provide merchant payment solutions for small business clients via channels such as Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls</li> <li>Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations</li> <li>Adheres to schedule managed by the workforce management team to ensure adequate phone coverage in contact center environment</li> <li>Collaborates with internal partners and clients to determine payment processing needs and acts as a champion for clients by connecting expertise across the company to help achieve their goals</li> <li>Identifies opportunities proactively and develops a pipeline for sales opportunities through inbound and self-scheduled outbound calling activities</li> <li>Determines prospect external sources such as association relationships, centers of influence, and vendor relationships among others and may be required to attend trade shows as assigned</li> <li>Adapts to an ever changing payment processing environment, maintains accurate records, and adheres to Service Level Agreements</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Payment Processing</li> <li>Pipeline Management</li> <li>Consulting</li> <li>Credit Documentation Requirements</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Written Communications</li> <li>Financial Analysis</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Prospecting</li> </ul> Required Qualifications: <ul> <li>Customer focus</li> <li>Relationship building</li> <li>Oral and written communication</li> <li>Time management</li> <li>Consultative sales</li> <li>Pipeline management</li> <li>Problem solving</li> <li>Teamwork</li> <li>Presentation skills</li> <li>Telephone sales</li> <li>Referral sales</li> <li>2 to 4+ years of sales experience</li> <li>Technical expertise </li> <li>Highly motivated to succeed in a performance driven environment​</li> <li>Available to work 12PM - 9PM Monday - Friday</li> </ul> Desired Qualifications: <ul> <li>Business Acumen: Industry knowledge in healthcare, retail, restaurant, business to business and ISV </li> <li>Merchant products and solutions</li> <li>Multi-lingual ability is a plus</li> <li>Bilingual in Spanish preferred</li> <li>Learning agility</li> <li>CRM (Client Relationship Management System)</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Centralized Merchant Consultant

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> The Privacy Legal team at Stripe tackles complex privacy issues that intersect with Stripe's cutting-edge technology. Beyond solving interesting privacy challenges day-to-day, we constantly work to scale and improve our privacy program, which serves as a foundation for maintaining the trust our users place in us with their data and ensuring Stripe's privacy compliance. We're seeking a technical and process-oriented lawyer with a passion for data, technology, privacy, and security. In this role, you will be responsible for a wide variety of privacy matters supporting Stripe's growing business and will contribute to building our program for scale. Join us, and you will have the opportunity to work with a team of talented privacy lawyers and solve intricate problems in a fast-paced environment. <h2 id="what-youll-do">What you’ll do</h2> <h3 id="responsibilities">Responsibilities:</h3> <ul> <li>Partner closely with cross-functional teams (e.g., Product, Engineering, Security, Data Science, GTM) to assess potential privacy and security risks for Stripe's products and operational processes and design mitigative measures </li> <li>Develop, enhance, and implement Stripe's privacy infrastructure, policies, and procedures to effectively scale privacy throughout the organization and embed privacy-by-design principles in Stripe's product development lifecycle and operational processes </li> <li>Oversee and manage privacy compliance functions, including Stripe's processes for conducting Data Protection Impact Assessments (DPIAs), responding to Data Subject Access Requests (DSARs), and maintaining Records of Processing Activities (ROPAs) to ensure compliance with applicable privacy regulations </li> <li>Manage and coordinate the response to privacy and security incidents, collaborating closely with cross-functional teams to assess and mitigate risks, ensure compliance with data breach notification requirements, and develop and implement effective resolution strategies </li> <li>Support commercial transactions by negotiating and drafting Data Processing Agreements (DPAs) and other privacy-related contractual provisions, ensuring compliance with applicable data protection laws while facilitating business objectives. </li> <li>Help build Stripe’s compliance program for AI and ML. </li> </ul> <h3 id="minimum-requirements">Minimum requirements:</h3> <ul> <li>J.D. degree (or foreign equivalent) with membership in at least one US state bar </li> <li>Minimum of 6 years of experience as a privacy lawyer, with extensive knowledge of global privacy laws and regulations, including GDPR, CCPA, and GLBA </li> <li>A robust understanding of tech environment and a demonstrated ability to converse with software engineers in depth about the ways Stripe collects and processes data </li> <li>Experience managing data security incidents and familiarity with data breach notification requirements </li> <li>Proficiency in negotiating and drafting complex contracts involving privacy and security </li> <li>Strong organization and project management skills with the ability to work well on both long and short-term projects </li> <li>Excellent written and oral communication skills </li> </ul> <h3 id="preferred-qualifications">Preferred Qualifications:</h3> <ul> <li>The ability to make prudent judgment calls in ambiguous situations that balance data protection needs with Stripe’s business interests </li> <li>The ability to drive consensus among cross-functional stakeholders and ensure successful implementation of decisions </li> <li>Proactive, hands-on attitude with a sense of urgency and ability to maintain a positive outlook with a sense of humor </li> <li>A skilled advisor and negotiator who can actively work with the business and commercial teams to engineer pragmatic solutions </li> <li>A team player who is willing to pitch in where needed in a fast-paced, growing company </li> <li>An exceptionally hard worker, capable of getting things done as well as strong interpersonal and people management skills </li> </ul> A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $178,200 - $267,200. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Remote locations Remote in United States Team Legal Job type Full time <a href="#"> Apply for this role </a>

Stripe

Privacy Counsel

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Customer Partner Manager, you will help the Service Delivery department play a pivotal role in building and maintaining strong relationships with our clients, ensuring their satisfaction and success with our products and services. Every day you will serve as the primary point of contact for customers, addressing their needs, resolving issues, and collaborating with internal teams to deliver exceptional service. Here’s what you will experience working as a Customer Partner Manager:<ul> <li>Proactively identify projects that will improve operational performance metrics.</li> <li>Partner with Service Delivery to deliver to client executives highlighting pertinent updates related to client needs</li> <li>Proactively communicate metric performance and detailed drivers/risks/barriers behind data to help propel the creation of action plans.</li> <li>Influence the relationship management of key client counterparts, including continued communication of revenue cycle performance.</li> <li>Support internal efforts to improve KLAS and NPS scores and other related activities.</li> </ul>Required Qualifications: <ul> <li>5+ years of experience in Operational Excellence.</li> <li>5+ years of experience working in business intelligence tools; Power BI, Tableau, Excel, and/or related tools.</li> <li>3+ years of experience in Revenue Cycle.</li> <li>2+ years of Management experience.</li> <li>Proficient in PowerPoint and strong presentation skills and experience.</li> <li>This position is remote BUT the individual will be required to travel 25% or more to Chicago, metro area.</li> </ul>For this US-based position, the base pay range is $69,556.00 - $114,234.05 per year . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.This job is eligible to participate in our annual bonus plan at a target of 10.00%The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>

R1 RCM

Manager, Customer Partner

Job Description: About Us 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 are 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 competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence, and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview The Global Information Security (GIS) team is responsible for protecting bank information systems, confidential and proprietary data, and customer information. The team develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities, develops, deploys and manages a risk-based controls portfolio, and manages and operates global security operations centers that monitor, detect and responds to cybersecurity incidents. The GIS team goal is to ensure that the control processes and effectiveness are within the identified risk tolerance. The team manages the performance and effectiveness of the working control through the establishment of metrics with thresholds. They also validate the reasonability of Laws, Rules and Regulations mapping alignment to the controls, as aligned by the GIS Policy team. Job Description: This role provides daily operational support for the BISO ERP Governance and Strategy team, including the coordination of projects, forum and committee preparation, report generation, metric compliance and quality assurance, and process and procedure documentation. The individual will also help facilitate communication, awareness, and training. A large part of the role is coordinating the various projects and work activities that support the BISO ERP Exceptions Governance activities. Responsibilities include coordinating with cross-functional stakeholders, BISO SLT, and SISOs to support modifications and improvements to the BISO ERP Exception Review Framework and related projects, reports, metrics, documentation, and communication materials. Responsibilities: <ul> <li>Creating and QA’ing Key Risk Review monthly reports, creating dashboards etc.</li> <li>Calculating the BISO Key Risk Review Deliverable Metrics which measure the creation, completeness, and deliverable of the KRR’s.</li> <li>Producing and pulling metrics for Monthly Business Reviews</li> <li>Creating incident summaries every month and following along with GIS Incident Response team for better understandings</li> <li>Partners with the Phishing and Vishing metrics program owners monthly for data results delivery</li> <li>Coordinates with DLP, ADSF, BISO Exceptions teams to deliver their content in KRRs</li> <li>Serve as a coordinator for BISO ERP Governance metrics, reports, and supporting documentation.</li> <li>Work with leadership on curation and prioritization of projects and related work activities.</li> <li>Support BISO SLT and SISOs with development, enhancement of BISO ERP Governance materials.</li> <li>Perform QA of finalized content drafted by the BISO ERP Governance team.</li> <li>Closely partner with BISO Engagement Leads to ensure timely presentation, review, and modification of metrics.</li> <li>Facilitate weekly project and pipeline review meetings with BISO ERP Governance leadership.</li> <li>Support BISO teams on developing, implementing, and delivering relevant metrics and reports.</li> <li>Provide support for BISO ERP Exception Strategic planning and updates</li> <li>Pulling Metrics, Preparing Reports, Creating risk dashboards, Stakeholders management etc. </li> <li>Should have good knowledge in MS Office tools including MS Visio and Sharepoint</li> </ul> Requirements: Education: Bachelor’s Degree or technology and cybersecurity background Certifications: CEH, CompTIA Security+, CISA, CRISC, CISM, CISSP (Good to have) Experience Range: 6+ years Foundational skills: <ul> <li>Producing and pulling metrics for Monthly, Quarterly Business Reviews</li> <li>Creating and QA’ing Key Risk Review monthly reports, creating dashboards etc.</li> <li>Exemplary presentation and communication skills, specifically written communications</li> <li>Good knowledge in project management, stakeholder management and co-ordination with LOB partners</li> <li>Extensive knowledge of analyzing vulnerabilities and validation of remedial plans</li> <li>Good experience in performing Quality reviews, identifying gaps and following up with stakeholders on closing the observations</li> <li>Knowledge/Experience in Application security, Risk assessments, Cloud technologies, GRC (Governance, Risk, and Compliance) and/or third-party management with emphasis on security processes and controls</li> <li>Experience evaluating threats/risks posed by new technologies spanning networks, hardware, software,</li> <li>Ability to evaluate technology to ensure cyber-secure development that adheres to internal application policy, standards, and baselines.</li> <li>Bachelor’s degree in information technology, information security or related field</li> <li>Must be flexible to work during hours that needs collaboration with US partners.</li> <li>Highly skilled with all Microsoft tools</li> </ul> Desired skills: <ul> <li>Comfortable delivering messages across a wide spectrum of individuals having varying degrees of technical understanding</li> <li>Excellent critical thinking skills, attention to detail, thoroughness, diligence</li> <li>Contribute to create a positive team culture within a diverse workforce </li> <li>Strong risk awareness, including operational, compliance, and reputational risk</li> <li>Work independently and as part of a team to achieve team, bank objectives</li> </ul> Work Timings: 13:30 – 22:30 IST Job Location: Chennai / Mumbai / Hyderabad

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