field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

Join THA as an Social Services Coordinator and help create a better Tulsa by transforming lives and communities! Starts at $22.62/hour SUMMARY Provide intake, case management, needs assessment, planning, coordination, and the delivery of services that support economic development and self-sufficiency activities for Tulsa Housing Authority (THA) residents. Identify barriers and offer programs which will enhance the quality of life and prepare residents to enter the work force, thereby breaking the cycle of poverty. Design, implement and facilitate programs (as assigned) related to self-sufficiency as well as basic needs, life skills, parenting, safety, mentoring, crime prevention and network with outside agencies to bring these topics to the residents. Design, implement and facilitate youth activities in the areas of education, social, and emotional development, cultural, and recreation activities. Such activities could include, but not limited to, computer skills, scholarship opportunities, scouting programs, monitoring and interacting with residents and children at various table games, sports leagues, arts &amp; crafts, special contests, tournaments, and field trips. Requirements (Not an all inclusive list) <ul> <li>Valid Oklahoma driver's license, reliable transportation, and insurance coverage.</li> <li>Bachelor's degree and 1-2 years related experience. Related experience can be work, volunteer, or internship experience in a social services field. Other combinations of education and experience will be considered.</li> <li> Must be available to work M – F, 7:30am – 4:00pm </li> </ul> Snapshot of EMPLOYER paid benefits: <ul> <li>Principal 401(k) retirement plan with 11% THA contribution*; employee also may contribute</li> <li>Health plan (Blue Cross Blue Shield Oklahoma) available the beginning of the month after start date.</li> <li>Blue Cross Blue Shield, Advantage PPO is company paid for employee only*.</li> <li>Life insurance - 1.5x annual salary is paid for by THA*</li> <li>Fourteen (14) paid holidays *</li> <li>Company paid time off December 25th – January 1st*</li> <li>Annual leave accrual*</li> <li>0 – 3 years of service: 12 days per year</li> <li>4 – 6 years of service: 15 days per year</li> <li>Sick leave accrual (12 days a year)*</li> </ul> Additional Benefits Available for Employees: <ul> <li>Dental available the beginning of the month after start date</li> <li>Vision available the beginning of the month after start date</li> <li>Flexible Spending Account available (Individual and/or Dependent Care)</li> </ul> Who We Are THA provides publicly assisted housing comprised of traditional public housing, mixed-finance sites, and housing vouchers. Currently, THA provides assistance to more than 20,000 individuals, or 7,200 families. THA is governed by a voluntary Board of Commissioners, each of whom is appointed by the Mayor of the City of Tulsa. The board employs THA’s President/CEO, who in turn employs the remainder of THA’s staff of approximately 200 team members. EQUAL EMPLOYMENT OPPORTUNITY CLAUSE THA is an Equal Employment Opportunity employer and does not discriminate against employees or job applicants on the basis of race, religion, color, sex, age, national origin, disability, or any other status or condition protected by applicable state or federal laws, except where a bona fide occupational qualification applies. THA's Equal Employment Opportunity policy applies to all employment and personnel actions including recruitment, hiring, training, compensation, benefits, and disciplinary actions.

Tulsa Housing Authority

GROUNDSKEEPER

At ConsumerAffairs, we’re on a mission to help consumers make smarter buying decisions by collecting real stories from real people. As a Telephone Customer Feedback Specialist, you'll conduct phone interviews with customers of top-rated brands to capture their experiences—both good and bad. These reviews help other consumers navigate major life purchases.This is not a sales role. It’s a people-first position where listening, empathy, and clear communication are the most important skills. You’ll also use AI-powered tools to help streamline your workflow, so being curious and tech-comfortable is required.What You’ll Do:<ul> <li> Conduct professional, phone-based interviews with customers to collect detailed feedback </li> <li> Navigate conversations with empathy and tact—even when customers are frustrated or emotional </li> <li> Maintain high levels of accuracy and quality in every review </li> <li> Manage your daily call volume, reporting, and performance goals with independence </li> <li>We’re looking for AI Natives—people who are curious, tech-comfortable, and always thinking about how to work smarter.</li> </ul> What We’re Looking For:<ul> <li> 1+ year of experience in a customer support, call center, or phone-based role </li> <li> Strong verbal communication skills and the ability to build rapport quickly </li> <li> Resilience and emotional maturity—you're calm under pressure and take feedback well </li> <li> Detail-oriented, organized, and comfortable managing your own metrics </li> <li> Curious and tech-friendly—you’re open to learning and using AI tools </li> </ul> <ul> <li>Health Care Plan (Medical, Dental &amp; Vision)</li> <li>Retirement Plan (401k)</li> <li>Life Insurance (Basic, Voluntary &amp; AD&amp;D)</li> <li>Paid Time Off (Vacation, Sick &amp; Public Holidays)</li> <li>Family Leave (Maternity, Paternity)</li> <li>Short Term &amp; Long Term Disability</li> <li>Hybrid Schedule</li> <li>Free Food &amp; Snacks</li> </ul>

ConsumerAffairs

Telephone Customer Feedback Specialist, AI Native

Your Job John Zink, a Koch Engineered Solutions company, is looking for a Strategic Account Representative in Tulsa, OK. This role will be in the Vapor/Biogas Parts Department. Our customer base is primarily in the Product Distribution terminals and Waste Management Market. The primary focus of this role will be to develop and maintain strong customer relationships with key accounts and assigned sales territory, to increase sales and expand our customer base. The successful candidates will have the ability to evaluate customer needs and look for ways to increase product scope through add-on sales, product upgrades and cross-selling field services. This role will interact with a variety of internal groups such as procurement, drafting, manufacturing and legal. The successful candidates will have excellent communication skills (written, verbal, interpersonal); strong organizational skills; the ability to work independently managing a sales territory; as well as the ability to work in a team setting. Our Team As a strategic account manager, your primary goal is to foster long-lasting relationships with your assigned customers by understanding their needs and providing them with win-win solutions that increase replacement sales business and cross promotes John Zink products and services. You will work closely with engineering and outside sales teams to identify and pursue larger scope opportunities and product upgrades. This role requires you to collaborate with various internal groups such as: procurement, design, manufacturing, order management and execution. The successful candidate will have excellent communication skills (written, verbal, interpersonal), strong organizational skills and the ability to work independently managing strategic accounts, as well as the ability to collaborate as a team to create long term value for our customers &amp; John Zink. What You Will Do <ul> <li>Manage a high volume of workflow in a fast-paced sales environment with heavy customer interaction and quick response time requirements to meet customers required schedules</li> <li>Apply economic and innovative thinking to generate additional sales growth</li> <li>Analyze market data to determine market-based pricing</li> <li>Ability to understand our competitive advantage and use a creative approach to win orders</li> <li>Ability to drive modification of standard products to meet customer needs</li> <li>Generate written proposals</li> <li>Evaluate commercial terms and conditions</li> <li>Following the customer compliance guidelines</li> </ul> Who You Are (Basic Qualifications) <ul> <li>Parts or equipment sales experience</li> <li>Understanding of engineering drawings &amp; data sheets</li> <li>Ability to travel up to 15%</li> </ul> What Will Put You Ahead <ul> <li>Sales experience in petrochemical and refining markets</li> <li>Experience fostering customer relationships to create long term mutually beneficial value</li> <li>Experience reading equipment drawings, bill of materials and familiarity with manufactured parts</li> <li>Experience relaying technical concepts to internal and external customers</li> <li>Working knowledge of Salesforce, Cloud Suite, and Microsoft 365</li> <li>Experience in product distribution in waste management.</li> </ul> At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink Hamworthy Combustion (JZHC) is a global leader in emissions control and a pioneer in modern Smart Combustion solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">here</a> for additional information. (For Illinois E-Verify information click <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_English.pdf" target="_blank">here</a>, <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Spanish.pdf" target="_blank">aquí</a>, or <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Polish.pdf" target="_blank">tu</a>).

Koch Industries

Strategic Account Representative

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: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Global Markets Administrative Assistant: Global Markets is a fast-paced business that is currently seeking a highly skilled and experienced administrative assistant to join its team. Responsibilities: <ul> <li>Provide comprehensive administrative support to a select group of salespeople and/or traders</li> <li>Effectively multitask and prioritize tasks in a fast-paced environment, maintaining a high level of efficiency and accuracy</li> <li>Answer phone lines, which entails taking accurate messages and handling calls with appropriate judgment </li> <li>Proactively manage the scheduling of meetings, anticipate necessary background materials, and effectively resolve conflicts that may arise</li> <li>Create and manage travel itineraries for the team, ensuring all logistics are in place</li> <li>Prepare and submit T&amp;Es for reimbursement for your team, ensuring that requisite documents and approvals are in order to ensure seamless processing</li> <li>Interact with clients and employees professionally, acting as a liaison and ensuring smooth communication and coordination</li> <li>Maintain an organized filing system to ensure all records (i.e., receipts, travel documents, etc.) are easily accessible</li> <li>Handle ad hoc requests from sales and/or traders as required, including other administrative tasks (e.g., client touchpoints, etc.)</li> <li>Ensure punctuality and reliability in all duties and activities, contributing to team success</li> </ul> Qualifications Necessary: <ul> <li>Minimum of 5 years’ administrative experience with a financial institution supporting teams</li> <li>Strong professional communication skills, both verbal and written</li> <li>Excellent time management, organization, and multi-tasking skills</li> <li>Exceptional problem-solving and organizational skills</li> <li>Advanced computing knowledge: Outlook, Word, PowerPoint and Excel</li> <li>Team player with exemplary work ethic that thrives in a fast-paced environment</li> <li>Strong attention to detail, ability to work effectively under pressure and time constraints</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets, Administrative Assistant

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

4,942 Jobs