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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! The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensures banking ownership is clear and works across Lines of Business to close relationship coverage gaps, if any</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Drives the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Drives the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>7+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Can work independently with limited supervision</li> <li>Can manage and maintain key relationships with stakeholders</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Client Outreach Manager

At Labcorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate about helping people and have a drive for service, then Labcorp could be a great next career step!We are currently seeking a Phlebotomist to work in a Client office. In this role you will provide exceptional customer service, perform skilled specimen collections and be the face of the company. In addition, you will be provided opportunities for continuous growth within the organization.Phlebotomist’s may be eligible for participation in the PST Incentive Plan, which pays a quarterly bonus based on performance metrics.Work Schedule: Monday - Thursday 7:30am-5:00pm, Friday 7:30am-12:00pm and rotating Saturdays; additional days and hours may be requiredWork Location: Haltom City, TX 76117Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN &amp; Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please <a href="https://careers.labcorp.com/global/en/us-rewards-and-wellness" target="_blank">click here</a>. Job Responsibilities: <ul> <li>Perform blood collections by venipuncture and capillary techniques for all age groups</li> <li>Collect specimens for drug screens, paternity tests, alcohol tests etc.</li> <li>Perform data entry of patient information in an accurate and timely manner</li> <li>Process billing information and collect payments when required</li> <li>Prepare all collected specimens for testing and analysis</li> <li>Maintain patient and specimen information logs</li> <li>Provide superior customer service to all patients</li> <li>Administrative and clerical duties as necessary</li> <li>Travel to additional sites when needed</li> </ul>Job Requirements:<ul> <li>High school diploma or equivalent</li> <li>Phlebotomy certification from an accredited agency is preferred</li> <li>2 years previous experience as a phlebotomist is preferred</li> <li>Bilingual in Spanish preferred</li> <li>Proven track record in providing exceptional customer service</li> <li>Strong communication skills; both written and verbal</li> <li>Ability to work independently or in a team environment</li> <li>Comfortable working under minimal supervision</li> <li>Reliable transportation and clean driving record if applicable</li> <li>Flexibility to work overtime as needed</li> <li>Able to pass a standardized color blindness test</li> </ul>If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!Labcorp is proud to be an Equal Opportunity Employer:Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to applyIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our <a href="https://careers.labcorp.com/global/en/accessibility" target="_blank">accessibility site</a> or contact us at <a href="#">Labcorp Accessibility.</a> For more information about how we collect and store your personal data, please see our <a href="https://www.labcorp.com/about/web-privacy-policy" target="_blank">Privacy Statement</a>.

LabCorp

Phlebotomist Bilingual Spanish

Job Description: The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Assign Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Partners with KYC support to review, challenge and communicate the KYC refresh forecast including any considerations as it relates to internal capacity as well as client population considerations</li> <li>Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps, if any</li> <li>Establishing and owning team/stakeholder routines to maintain transparency of progress, expectations, and provide a forum for escalations across industry coverage</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Consolidate client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes across lines of business and regions</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Own the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Own the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Own timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Consider, propose or feedback on potential client portals or improved methods of interaction</li> <li>Own performance metrics, and ensure any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Represent Outreach on exam/audit/regulatory management from a FLU perspective, where needed</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Ensure hiring and mobility adhere to the KYC FLU location strategy</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>10+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Demonstrable ability to work across lines of business, regions and global client groups</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Understand big picture and ability to work well independently</li> <li>Ability to initiate and build strong relationships with all levels of the organization</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Client Outreach VP /Director Manager

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamWorkday is the leader in enterprise-class, software-as-a-servic​e​ (SaaS) solutions for managing global businesses. Workday’s Professional Services Delivery teams are driven by a passion for our products and the success of our customers in implementing and generating the highest value possible from our outstanding cloud solutions. We’re a diverse group of people, with an invaluable mix of experiences and backgrounds, located across multiple locations. We are committed to diversity and inclusion expressed in the VIBE (Value, Inclusion, Belonging, Equity) approach: At Workday, we VIBE™ Our team lives and breaths Workday’s core values with ‘Employees’ being the first one.About the RoleThe Sr. Engagement Manager will be an expert with the Workday Deployment Methodology. They will lead/manage mid to large deployments and resolve complex issues in creative and effective ways. They will also support executive level expectations by providing internal suggestions to management, based on field experience, as to how to potentially enhance the Workday Deployment Methodology.<ul> <li>Become a guide in Workday's Implementation Methodology and demonstrate it on all engagements.</li> <li>Lead the implementation of 2-4 simultaneous projects.</li> <li>Show strength in the Workday product suite - HCM, Payroll, and/or Financials.</li> <li>At times, participate in the sales cycle to gather requirements, formulate delivery approach, and develop a proposal/SOW.</li> <li>Provide guidance and mentoring to those Professional Service resources working on their implementations.</li> <li>Ensure projects are accurately planned and staffed.</li> <li>Work with the internal customer project manager to identify/resolve all issues that could impact project scope and/or timeframes.</li> <li>Present at Executive Steering Committee meetings.</li> <li>Ensure the client takes advantage of Workday standard methodologies.</li> <li>Be a liaison for professional services when interacting with sales and/or development.</li> <li>Find opportunities to position other service offerings.</li> <li>Ensure the client can serve as a reference upon completing their implementation.</li> <li>Assist in the transition of the customer from professional services to product support.</li> <li>Ensure the project is delivered within the budget outlined in the SOW.</li> <li>Present client with change orders in the event they're asking Workday to perform tasks that are outside the scope of the SOW.</li> </ul>About YouBasic Qualifications<ul> <li>3+ years experience of project management with HCM, Payroll, Financial or Student implementations within medium enterprise, large enterprise, higher education and/or state and local governments.</li> <li>3+years of experience implementing Workday, Oracle, SAP, PeopleSoft or similar applications.</li> </ul> Other Qualifications<ul> <li>Consulting experience either as an internal consultant or with a consulting/software company.</li> <li>Experience implementing Workday, Oracle, SAP, PeopleSoft, or similar application.</li> <li>Solid grasp with at least one of the following business areas: Human Resources, Benefits, Payroll, General Ledger, Accounts Payable/Receivable, Services procurement.</li> <li>Project Management experience.</li> <li>Excellent communication, organization, time management, and social skills.</li> <li>Passion for customer service.</li> <li>Business development skills.</li> <li>Knowledge of Internet technology and cloud-based applications.</li> <li>Previous experience with a major systems integrator and/or an enterprise software company a plus.</li> <li>Previous service sales experience a plus. Successful candidates have a balance of functional (business) and technical experience.</li> <li>Ability to travel up to 50%</li> </ul> Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="http://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.GA.AtlantaPrimary Location Base Pay Range: $122,800 USD - $184,200 USDAdditional US Location(s) Base Pay Range: $116,700 USD - $207,200 USD Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Sr Engagement Manager - Diversified Industries

Job Description: Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Monitor and understand the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Support the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Support the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Support the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>4+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Sr Client Outreach 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 role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): <ul> <li>Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams</li> <li>Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications</li> <li>Focuses daily on service to sales with existing Merrill clients</li> <li>Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals</li> </ul> Required Qualifications: <ul> <li>Must be a current Year Up intern with Bank of America </li> <li>Is client-focused with a passion for excellence and a positive team attitude.</li> <li>Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.</li> <li>Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.</li> <li>Is an effective communicator with an aptitude for sales and relationship management</li> <li>Has strong computer skills</li> <li>Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.</li> <li>Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.</li> <li>Is ambitious, disciplined, hardworking, resilient and willing to learn.</li> </ul> Desired Qualifications: <ul> <li>A bachelor’s degree, or 1-2 years of experience in a performance-based environment.</li> <li>The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.</li> <li>Leadership capabilities.</li> </ul> Skills Used in this Role: <ul> <li>Establishing Trust</li> <li>Customer Service</li> <li>Overcoming Objections</li> <li>Consulting</li> <li>Risk Management</li> <li>Organization</li> <li>Critical Thinking</li> <li>Conflict Resolution</li> <li>Building Rapport</li> <li>Active Listening</li> <li>Customer Focus</li> <li>Analytical Thinking</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)

Job Description: The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Assign Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Partners with KYC support to review, challenge and communicate the KYC refresh forecast including any considerations as it relates to internal capacity as well as client population considerations</li> <li>Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps, if any</li> <li>Establishing and owning team/stakeholder routines to maintain transparency of progress, expectations, and provide a forum for escalations across industry coverage</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Consolidate client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes across lines of business and regions</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Own the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Own the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Own timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Consider, propose or feedback on potential client portals or improved methods of interaction</li> <li>Own performance metrics, and ensure any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Represent Outreach on exam/audit/regulatory management from a FLU perspective, where needed</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Ensure hiring and mobility adhere to the KYC FLU location strategy</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>10+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Demonstrable ability to work across lines of business, regions and global client groups</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Understand big picture and ability to work well independently</li> <li>Ability to initiate and build strong relationships with all levels of the organization</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Client Outreach VP/Director Manager

<h3> Position Summary </h3> Position Summary As a Sr. GenAI Engineer, you will actively engage in your engineering craft, taking a hands-on approach to multiple high-visibility projects. Your expertise will be pivotal in delivering solutions that delight customers and users, while also driving tangible value for Deloitte's business investments. You will leverage your extensive GenAI &amp; engineering craftsmanship and advanced proficiency across multiple programming languages and modern frameworks, consistently demonstrating your exemplary track record in delivering high-quality, outcome-focused solutions. Recruiting for this role ends on 4.1.25 Work you’ll do <ul> <li> Outcome-Driven Accountability: Embrace and drive a culture of accountability for customer and business outcomes. Develop engineering solutions that solve complex problems with valuable outcomes, ensuring high-quality, lean designs and implementations.</li> <li> Technical Leadership and Advocacy: Serve as the technical advocate for products, ensuring code integrity, feasibility, and alignment with business and customer goals. Lead requirement analysis, contributing to low-level architecture and component design, development, unit testing, integrations, and support.</li> <li> Engineering Craftsmanship: Maintain accountability for the integrity of code design, implementation, quality, data, and ongoing maintenance and operations. Stay hands-on, self-driven, and continuously learn new approaches, languages, and frameworks with significant focus on infusing AI/ML/GenAI where possible/appropriate. Create technical specifications, and write high-quality, supportable, scalable code and review code of other engineers, mentoring them, to ensure all quality KPIs are met or exceeded. Demonstrate collaborative skills to work effectively with diverse teams.</li> <li> Customer-Centric Engineering: Develop lean engineering solutions through rapid, inexpensive experimentation to solve customer needs. Engage with customers and product teams before, during, and after delivery to ensure the right solution is delivered at the right time.</li> <li> Incremental and Iterative Delivery: Adopt a mindset that favors action and evidence over extensive planning. Utilize a leaning-forward approach to navigate complexity and uncertainty, delivering lean, supportable, and maintainable solutions.</li> <li> Cross-Functional Collaboration and Integration: Work collaboratively with empowered, cross-functional teams including product management, experience, and delivery. Integrate diverse perspectives to make well-informed decisions that balance feasibility, viability, usability, and value. Foster a collaborative environment that enhances team synergy and innovation.</li> <li> Advanced Technical Proficiency: Possess deep expertise in modern software engineering practices and principles, including AI/ML/GenAI, Agile methodologies and DevSecOps to deliver daily product deployments using full automation from code check-in to production with all quality checks through SDLC lifecycle. Strive to be a role model, leveraging these techniques to optimize solutioning and product delivery. Demonstrate strong understanding of the full lifecycle product development, focusing on continuous improvement and learning.</li> <li> Domain Expertise: Quickly acquire domain-specific knowledge relevant to the business or product. Translate business/user needs, architectures, and UX/UI designs into technical specifications and code. Be a valuable, flexible, and dedicated team member, supportive of teammates, and focused on quality and tech debt payoff.</li> <li> Effective Communication and Influence: Capable of articulating complex technical concepts clearly and compellingly. Inspire and influence teammates and product teams through well-structured arguments and trade-offs supported by evidence. Create coherent narratives that align technical solutions with business objectives.</li> <li> Engagement and Collaborative Co-Creation: Engage and collaborate with product engineering teams at all organizational levels, including customers as needed. Build and maintain constructive relationships, fostering a culture of co-creation and shared momentum towards achieving product goals. Align diverse perspectives and drive consensus to create feasible solutions.</li> </ul> The successful candidate will have and/or be able to: The ideal candidate will be a dependable team player and mentor, collaborating with cross-functional teams to design, develop, and deploy advanced software solutions. <ul> <li>Understanding and experience in managing big data of various forms to generate insights and create intelligence.</li> <li>Understanding of methodologies &amp; tools like, XP, Lean, SAFe, DevSecOps, SRE, ADO, GitHub, SonarQube, etc. to deliver high quality products rapidly.</li> <li>Excellent interpersonal and organizational skills, with the ability to handle diverse situations, complex projects, and changing priorities, behaving with passion, empathy, and care.</li> </ul> The Team US Deloitte Technology Product Engineering has modernized software and product delivery, creating a scalable, cost-effective model that focuses on value/outcomes that leverages a progressive and responsive talent structure. As Deloitte’s primary internal development team, Product Engineering delivers innovative digital solutions to businesses, service lines, and internal operations with proven bottom-line results and outcomes. It helps power Deloitte’s success. It is the engine that drives Deloitte, serving many of the world’s largest, most respected companies. We develop and deploy cutting-edge internal and go-to-market solutions that help Deloitte operate effectively and lead in the market. Our reputation is built on a tradition of delivering with excellence. Qualifications Required: <ul> <li>Bachelor's degree in computer science, software engineering, or related field.</li> <li>6+ years of engineering experience focused in AI/ML</li> <li>2+ years of recent experience in GenAI utilizing technologies such as: OpenAI, Claude, Gemini, LangChain, Agents, Vector databases and approaches like Prompt Engineering, fine-tuning, etc.</li> <li>Limited immigration sponsorship may be available</li> </ul> Preferred: <ul> <li>8+ years of engineering experience focused in AI/ML</li> <li>Prior experience in Python, R, TensorFlow, PyTorch, Keras, Julia, ML libraries, NLP.</li> <li>Prior experience with Angular, React, NodeJS, Python, Streamlit, C#, .NET Core, Golang, SQL/NoSQL.</li> <li>Prior experience with experience with cloud-native engineering, using FaaS/PaaS/micro-services on cloud hyper-scalers like Azure, AWS, and GCP.</li> <li>Prior experience and familiarity with XP, Lean, SAFe, DevSecOps, SRE, ADO, GitHub, SonarQube.</li> <li>Advanced degree (e.g., MS) in computer science, software engineering, or related field.</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $102,500 to $ 210,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: Hyperlink: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> EA_ITS_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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