Securities, Commodities, and Financial Services Sales Agents

Job Description:

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

Responsibilities:

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

Skills:

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

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

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Job Description:

Wealth Management Client Associate – Advisor Development Program

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As an WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials , Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the role of Merrill Financial Solutions Advisor (MFSA). You will complete dedicated training preparing you for the role of an MFSA. Once you complete training you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as an MFSA, you will then progress further within the ADP program, with the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

Required Qualifications:

Displays confidence working as a self-starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Possesses strong verbal and written communication skills
Desires to build and grow an external network of contacts

Desired Qualifications:

Bachelor’s degree and/or a minimum of one year of work experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously

Skills:

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

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Description:
This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process. 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:

Provides exceptional client care
Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
Utilizes multiple technology systems to assist customers and referral partners
Leverages defined lending processes and policies to meet guidelines and manage risks
Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

Has 1+ year of home loan origination and mortgage experience
Bilingual – Spanish Required
Has a strong relationship-deepening and client care mentality
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Has an ability to assess client needs and suggest/promote alternative products or services
Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
Has an ability to work under pressure during high volumes
Has an ability to build and maintain positive rapport with service partners.
Can prioritize multiple competing tasks.
Has adaptability and is flexible to change.
Is a strong communicator, written, oral and non-verbal.
Demonstrates solid sales production over a sustained time frame.
Can be flexible to work weekends and/or extended hours as needed.
Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
Has an ability to handle multiple lines of business and models to support changing business needs.
Independently works with other business partners to expedite post-sale issues or problem resolution
Has the ability to effectively balance performance, operational risk, and client relationship care.
Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Desired Qualifications:

Has knowledge of loan products (Conventional, Jumbo and Government)
Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Familiarity with FHA and HUD guidelines.
Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending.
The ability to analyze and comprehend complex financial data and provide financial alternatives.
Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Oral Communications
Written Communications
Client Management
Loan Structuring
Pipeline Management
Problem Solving
Collaboration
Credit Documentation Requirements
Critical Thinking
Referral Identification
Referral Management

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

CycleBar is seeking an assistant sales /studio manager for our state-of-the-art location in McCormick ranch. Our Assistantl Managers are passionate about fitness and delivering a superior experience. They prioritize driving sales and revenue within the studio. ASM are responsible for supporting the General manager in meeting studio sales goals, membership renewals and ancillary service goals by pre-planning with strategic new customer outreach, in-club leads (first time riders) and securing member referrals. Under the management of a Franchise Owner, national sales director, and the support of a CycleBar Experience team, Sales Managers must exemplify leadership qualities in all areas of the business. General Managers must have the ability to build lasting relationships with prospective and current members in order build a strong ambassadorship and retain members. The General Manager is rooted in hospitality and upholds our Mission of fueling energetic communal experience. Requirement: * 2+ years of retail/service sales or fitness sales experience. * Confident in generating personal sales and training Sales Reps in sales. * Ability to manage and drive 2 revenue streams: memberships and retail. * Must be fluent in English and have excellent communication and strong interpersonal skills in person, on the telephone and via email * Ability to excel in a fast changing, diverse environment. * Ability to recognize areas of improvement and make changes using good judgment. * An affinity and passion for fitness. * Solid writing and grammar skills. * Highly organized, proficient in data management, ability to prioritize and meet deadlines. * Professional, punctual, reliable and neat. * Strong attention to detail and accuracy. * Trustworthy and ability to handle confidential information. * Ability to work harmoniously with co-workers, clients and the general public. * Proficiency with computers and Studio software. * Weekend. hours Mandatory- Friday-Monday Duties: * Lead generation including Grass Roots Marketing and Networking * Membership sales * Manage staff schedule * Supervise CBX Teams * Maintain cleanliness and organization of the Studio * Schedule and participate in networking/community events and studio promotions * Strategically manage marketing campaigns to generate leads for the studio * Any other duties as assigned Responsible for the acquisition of new members and the retention of existing members * Conversion of non-membership based users to membership base * Conduct pre-planning activities each month including strategic outreach, for securing first time rider/lead flow * Build rapport and lasting relationships with prospective and current members. Embrace hospitality and drive the Cyclebar Culture. * General Manager will actively coach, train and educate our CBX team on Hospitality and Sales Conversion tactics. Manager will work with owner on team accountability * Working with Studio Owner on setting Monthly, weekly, and daily targets for meeting goals * Driving Referral business through ambassadorship Compensation & Benefits: * This position offers competitive hourly rate + Commission; based on experience & performance. * Commission paid on sales * Opportunity to bonus, based on performance * Complimentary CycleBar Classes at Studio Company Overview: CycleBar is the world's first and only Premium Indoor Cycling™ franchise. We offer concierge-level service, premium amenities, and an invigorating, concert environment designed to Rock Your Ride. We are an inclusive, inspiring, low-impact/high-intensity cycling experience for all ages and body types. No matter where you are in your fitness journey, CycleBar will calm your mind, elevate your mood and revive your senses.

A position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities.

The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment.

White Cap is hiring immediately for a **District Sales Manager!**

Do you want to help build America’s skyline and your own future? White Cap is North America’s leading distributor for professional contractors. We supply everything contractors need to build our nation’s remarkable construction projects, including stadiums, roads, bridges, highways, residential housing, and more. We are hiring immediately for a **District Sales Manager!**

_Why a_ **_career_** _with White Cap?_

+ **Comprehensive wellness and financial benefits:** White Cap offers excellent benefits, including Medical, Dental, Vision, 401(k) with company match, tuition reimbursement, and more!

+ **Relax and recharge:** We offer a generous time off package, including paid maternity, parental leave, sick time, and vacation time.

+ **Stability:** Since 2020, White Cap has doubled in size and continues to grow.

+ **Unlimited career potential:** White Cap is a stable and growing company offering unlimited career potential.

+ **Love where you work:** White Cap has been certified as a _Great Place to Work_ .

+ **Inclusive culture:** Work in a place that values and celebrates who you are.

_A_ **_District Sales Manager_** _at White Cap…_

+ Reviews key sales metrics including sales growth, sales category penetration & safety, and gross profit percentage goal. Focuses on areas for improvement and upcoming projects. Trains and provides coaching of sales associates in effective selling processes and techniques.

+ Leads, engages, and inspires team to ensure they are focused on the best opportunities with the highest overall sales potential. Provides regular feedback for improvement and ensures accountability and focus to drive profitable business results. Spends at least 4 days a week with different Account Managers.

+ Trains and provides coaching of Account Managers in effective selling processes and techniques.

+ Seeks customer feedback overall company performance and develop strategies for improvement if needed. Appropriately shares feedback with Functional leadership to improve customer experience. Conducts monthly one-on-one accountability sales team reviews with account managers and other staff.

+ Performs other duties as assigned.

+ Generally has 7+ years of experience in a related field.

+ This position requires operation of a company vehicle or a personal vehicle and such operation is done consistently more than 80% of the average work week. If selected for this position, the company will run a Motor Vehicle Record (MVR) report. A requirement of this position is an acceptable MVR report.

**Preferred Qualifications**

+ Bachelor Degree from an accredited college or university and 10+ years industry sales experience.

+ 5+ years experience with area customer base.

+ Strong sales management background and recruiting experience.

+ Product knowledge and ability to work cross functionally.

+ Leadership and coaching experience.

If you’re looking to play a role in building America, consider one of our open opportunities. We can’t wait to meet you.

**Functional Area** Sales

**Work Type** On-Site

**Recruiter** Preissler, Jacob

**Req ID** WCJR-025511

White Cap is an Equal Opportunity Minority/Female/Individuals with Disabilities/Protected Veteran and Affirmative Action Employer. White Cap considers for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

Retail Sales Consultant

Location:

Kansas City, MO, US, 64129Tampa, FL, US, 33610Maple Shade, NJ, US, 08052Conley, GA, US, 30288Phoenix, AZ, US, 85009Dallas, TX, US, 75247Cincinnati, OH, US, 45241Elizabeth, NJ, US, 07208North Little Rock, AR, US, 72117Bolingrook, IL, US, 60440French Camp, CA, US, 95231

Position Type: Professional

Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport and infrastructure solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we could be a perfect match.

**Locations:** Conley, GA, Cincinnati, OH, Maple Shade, NJ, Newark NJ, Tampa FL, Kansas City, MO, French Camp, CA, Dallas, TX, Bolingbrook, IL, and Phoenix, AZ

**Please note:** This is a sourcing requisition for Arrow Trucks Retail Sales Consultant roles within Volvo Group North America. We anticipate future recruitment activity for this role and encourage you to apply for consideration. Applications will become part of the Volvo Group North America applicant database for consideration when opportunities arise. This position is not eligible for visa sponsorship.

Volvo Group drives prosperity through transport solutions, offering trucks, buses, construction equipment, power solutions for marine and industrial applications, financing and services that increase our customers’ up-time and productivity. We are committed to shaping the future landscape of sustainable transport and infrastructure.

**Who are we?**

Arrow Truck Sales, Inc. is an entity within the Volvo Group, and North America’s leading source for used heavy-duty and medium-duty trucks. Arrow has an opening for a Retail Sales Associate. This position will be responsible for selling all makes and models of used commercial trucks and trailers.

**What is the job?**

The job entails calling on prospective customers and accounts within assigned territory, following up with leads, and taking walk-ins. In addition, managing Arrow’s sales and operations process to maximize sales and profitability, establishing and maintaining current database of Arrows long time customers and prospects, and meet sales objectives set forth by Arrow management. This job will always offer opportunity to gain new product knowledge related to industry equipment technology.

**Please note:** To be considered for a Retail Sales Consultant position, candidates must submit City and State you are willing to work from with the application. (Relocation Assistance Is Not Available)

**Who are you?**

Ideally, you have customer sales experience, or you have worked with customers selling a product with a service plan. You possess strong verbal and written communication skills, with positive and high level energy. You are motivated, productive and a self-starter. In addition, you have organizational skill, great time management, and experienced working with the Microsoft Office Suite. Lastly, you are interested in learning about Heavy-duty trucks equipment, and technology industry, but other interest in commercial vehicle or automotive are welcomed to apply.

**Why work for the Arrow Trucks?**

Our work is challenging and rewarding as we help the Volvo Group fulfill its mission of, “driving prosperity through transport solutions.”

**What’s in it for you?**

**Benefits**

+ Competitive medical, dental and vision insurance

+ Countless career opportunities / internal mobility across our global organization

+ State-of-the-art training and personal development

+ Tax deferred retirement plans, varied by business

We also offer an array of additional benefits and programs that make today’s challenging reality of combining work and personal life easier. We will gladly share this information and more at any time during the interviewing process or as part of your offer letter.

At the Volvo Group, we strive for a clear, transparent, and straightforward compensation approach, motivating you to contribute to the company’s growth. For this position, the base salary is set at monthly rate of $2,500 and both bonus & commission eligible. Commission opportunity is set at 10-25% per unit with a per unit minimum of $500. Bonus opportunity is set at $500 per unit. These rates may be updated during the course of employment in Volvo’s sole discretion.

We value your data privacy and therefore do not accept applications via mail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

**Who we are and what we believe in**

Applying to this job offers you the opportunity to join **Volvo Group** . Every day, across the globe, our trucks, buses, engines, construction equipment, financial services, and solutions make modern life possible. We are almost 100,000 people empowered to shape the future landscape of efficient, safe and sustainable transport solutions. Fulfilling our mission creates countless career opportunities for talents with sharp minds and passion across the group’s leading brands and entities.

**Arrow Truck Sales** , part of Volvo Group, is the leading retailer of used medium and heavy duty trucks in North America, with locations throughout the US and Canada. Since 1950, Arrow has built a solid reputation in the trucking industry by providing high-quality, pre-owned vehicles to customers who want to maximize the value of their purchasing dollars.

Job Category: Sales & Services

Organization: Arrow Truck Sales

Travel Required: Occasional Travel

Requisition ID: 16972

**View All Jobs (https://jobs.volvogroup.com/?locale=en\_US)**

**Do we share the same aspirations?**

Every day, Volvo Group products and services ensure that people have food on the table, children arrive safely at school and roads and buildings can be constructed. Looking ahead, we are committed to driving the transition to sustainable and safe transport, mobility and infrastructure solutions toward a net-zero society.

Joining Volvo Group, you will work with some of the world’s most iconic brands and be part of a global and leading industrial company that is harnessing automated driving, electromobility and connectivity.

Our people are passionate about what they do, they aim for high performance and thrive on teamwork and learning. Everyday life at Volvo is defined by a climate of support, care and mutual respect.

If you aspire to grow and make an impact, join us on our journey to create a better and more resilient society for the coming generations.

**Nearest Major Market:** Kansas City

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

We are looking for an experienced Third-Party Relationship Manager to support our vendor relationships within Bank Claims Operations. This is an individual contributor position and NOT a people manager.

Enables USAA's third-party risk management/procurement strategies and program pillars of managing risk, strengthening operational efficiency, driving Enterprise value, and delivering exceptional customer experience through effective relationship management of multiple third-party relationships. This job resides in a line of business or a staff agency (CoSA) and requires continuous engagement and collaboration with other third-party roles as defined by the policy (i.e., Category Managers) within the CoSA’s operating environment.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ or Tampa, FL.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Responsible for effective and compliant management of multiple third-party relationships with inherent risks that can decrease the Enterprise’s ability to execute on one area of the mission, damage reputation, or impair financial stability of the Enterprise such that capital strength or liquidity is temporarily impacted.

+ Leverages working knowledge of industry laws and regulations along with approved USAA third-party risk management and procurement policies, standards, processes and controls, technology and tools, etc. to identify, measure, document, mitigate, and manage existing and emerging risks while diligently monitoring third-party relationship compliance with USAA and regulatory requirements.

+ Facilitates activities across Procurement, Information Security, Compliance, etc. to drive the execution of required on-boarding activities ensuring third-party providers have required access to appropriate USAA systems, facilities, on-line resources, training, etc. Ensures termination of relationships including removal of system and physical access to USAA assets as well as coordinating transition to in-house functional area or on-boarding of an alternate third-party.

+ Executes the Inherent Risk Questionnaire (IRQ) process to assess risk profiles of third-parties and ensure effective application of appropriate rigor to manage risks through the duration of the relationship.

+ Identifies, monitors, and manages action plans to address risk and performance issues/findings. Follows approved escalation processes to ensure timely issue resolution and completion of action plans. Assists leadership in preparing responses to regulatory inquiries involving assigned relationships.

+ Partners with first-line of defense (i.e., Business Risk and Control Advisors) and second-line of defense partners (i.e., Risk, Compliance) to develop, implement and monitor operational controls that enable effective management and deliver expected performance from integrated business processes (end- to-end USAA and third-party execution).

+ Ensures contract documentation accurately reflects products/services provided via assigned third-party relationships and monitors third-party’s ability to deliver against contractual requirements and service level agreements. Supports the development of key performance indicators for the relationship. Monitors third-party relationships for Member complaints and levels of Member satisfaction. Reconciles and ensures payment of third-party relationship invoices, purchase orders and spend management.

+ Fosters effective collaborative partnerships with third-party suppliers and internal clients. Facilitates management routines and documents conversations between USAA stakeholders and third-party relationships to gain alignment of approach to compliance with new or changing logs and regulations, strategic direction and road maps, risk appetite, etc.

+ Supports other third-party relationship managers to ensure compliance within the lifecycle (e.g. ongoing monitoring support, site visits, due diligence assessments, etc.).

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 4 years of relevant supply chain management, vendor/third-party risk management, or operations experience in financial services, information technology, or related industry.

+ 2 years of experience with relevant regulatory compliance, industry regulations and regulatory data sources such as Office of the Comptroller of the Currency (OCC), Federal Reserve Board, Consumer Financial Protection Bureau (CFPB), etc.

+ Proficient knowledge of relevant business process(es) and regulatory compliance requirements

+ Proficient knowledge of supply chain management.

+ Knowledge in project management, budget control, contract management, and analyzing and interpreting data.

**What sets you apart:**

+ Experience working in Reg E/Reg Z (Fraud and Non-Fraud) Claims Operations.

+ Experience collaborating in a fast-paced operational environment with demonstrated ability to meet/exceed deadlines.

+ Experience working with offshore vendors.

+ U.S. military experience through military service or a military spouse/domestic partner.

**Compensation range:** The salary range for this position is $77,120 - $147,390.

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.

The Corporate Trust Relationship Manager II role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions.

Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

**How** **you’ll** **spend your time:**

+ You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.

+ You will review transaction structures and legal documents to ensure operational mechanics are appropriate.

+ You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

**We’re** **excited to talk with you if:**

+ You have a bachelor’s degree or equivalent work experience

+ You have at least 5 years of relevant experience

**Compensation Range:**

$57,760.00 - $124,170.00

_The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

**Are you ready to be part of something more?**

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ [email protected]_ _to let us know the nature of your request._

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**Description**

Tradesmen International is the industry’s premier Skilled Trades Staffing Company with over 120 locations across America. We pride ourselves on establishing alliance partnerships with clients, ensuring their labor-oriented needs are met timely and on budget through our unique _Total Labor Support_ program. Our services help institutions greatly improve their capabilities and workforce productivity while reducing their varied challenges.

Tradesmen International is seeking a full-time **Account Executive (“AE”), Institutional** , to play a critical role in building relationships with institutional clients. The **Institutional AE** will be accountable for developing, promoting, and managing sales activity within the government, education, and healthcare sectors in accordance with company objectives and strategies.

**Major Responsibilities include:**

1. Open doors & drive new client business development to expand active clients and sales.

2. Ensure customer satisfaction working with your local office General Manager & Project Coordinator for on-going daily activities.

3. Develop strong customer relationships building a long-term client base for success.

4. Work with Strategic Account Executive (SAE) team members to manage local accounts, ensuring smooth transition, takeover and continued customer success.

5. Perform limited administrative functions critical to the sales function.

**Job Requirements:**

The Institutional AE must have the ability to work in a high-energy team environment, be self-motivated and goal oriented with the ability to open doors and gain client trust. A "team player" attitude is expected and critical for success. We find that individuals who have a true passion for sales and are commission-driven are the AEs who top the income charts.

+ Prior sales success in a B2B environment is required.

+ Business development experience, opening new customers & growing those to their potential.

+ Institutional experience is a plus but not required.

+ Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

+ BS degree in Sales, Business Administration, or relevant field preferred, or 3+ years of sales.

+ Standard computer skills - experience using Word, Excel, PowerPoint, Outlook, or equivalents.

+ Experience and success using Salesforce, or other CRM is a plus.

+ **This is a hybrid, office & field-based sales position.**

+ Daily local market travel expected with limited regional travel.

+ Position requires valid driver’s license and reliable transportation.

**Personal Qualities:**

Team members must care about doing an excellent job and their best for customers, be of high character, take ownership, be resilient and enterprising. Seeking individuals that are competitive in nature, driven for success and seeking growth and development.

**Benefits:**

The base salary for this position is $70,000. Employees in this position are also eligible for commissions, provided the employee meets the requirements of the applicable commission plan. Annual commission payments range from nothing to upwards of $50,000+, with most employees working a full year in the position typically earning between $5,000 to $20,000 in commissions. Employees in this position may also, in some circumstances, be eligible for bonus payments on top of the salary and commission payments described above.

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), paid vacation, paid sick time and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

This role has good opportunity to lead to future positions for professional and personal growth.

_Tradesmen International is an Equal Opportunity Employer (EOE)_

**Recruiter Name**

Laura Vogt

**Location**

US-AZ-PHOENIX

**Posted Date** _6 hours ago_ _(6/2/2025 2:13 PM)_

**_Req ID_** _2025-361693_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-PHOENIX_

**_Employment Type_** _Regular Full-Time_

**Description**

Since 1992, Tradesmen International has been the construction industry’s premier Construction Labor Support Company, helping contractors greatly improve their workforce productivity while reducing their labor costs and recruitment efforts. We have organically grown our operations to over 180 locations across America, and our rapid growth has been made possible by an entrepreneurial spirit, our Employee First mentality, commitment to safety, and a dynamic, driven, and team-based culture.

We are now seeking a full-time, **Associate Account Executive** (Junior AE) to join our team and grow with us. **Entry level candidates with no sales experience are highly preferred!** This position is a great opportunity to learn under a Senior Account Executive. The Senior Account Executive will provide mentorship and guidance on how to be successful in this role. You will spend 12-24 months in the Associate Account Executive role and upon successful completion of the program may be promoted to an Account Executive.

Give us a positive “Go-Getter, Can Do” attitude, a strong work ethic, and a genuine customer service mindset and we will help kick-start your sales career with our on-the-job training and professional development resources.

**Qualities of a Successful Account Executive:**

+ **Character** – Excellent communication and interpersonal skills, ability to build and foster strong relationships, critical thinking and out of the box problem solving, team player mentality

+ **Ownership** – Strong organizational and time management skills, ability to prioritize tasks and take accountability

+ **Resiliency** – Able to bounce back from setbacks, enjoys challenges, is assertive in nature

+ **Enterprising Drive** – Self-motivated, goal-oriented, driven to win and eager to succeed

**Key Performance Objectives:**

+ Build and Foster Strong Business Relationships – Routinely coach and manage Field Employees and deliver a consultative, needs-based selling approach to our Clients.

+ Grow Sales – Prospect, cold call, and canvass within your set territory to manage current Clients as well as develop new business.

+ Commitment to Safety – Conduct safety walkouts with Field Employees and review safety check-lists to ensure safety protocols are being upheld.

+ Ensure Client Satisfaction – Conduct routine check-ins with Clients and Field Employees to take a pulse on satisfaction/needs, own and troubleshoot issues as they arise to a thorough resolution.

+ Work Directly with Senior Account Executive- Spend time daily with Senior Account Executive getting direction and strategy on attacking sales territory.

+ Spend time daily calling the Senior Account Executive’s inactive and new never used client base to set meetings and secure orders.

+ Prospecting to set meetings for Associate Executive and Senior Account Executive to attend with the goal to close new sales opportunities.

+ Assist as needed in recruiting efforts to fill Senior Account Executive’s open orders that the Associate Account Executive will be managing.

**Job Requirements:**

+ Excellent communication skills

+ Ability to build strong customer relationships

+ Ability to build strong relationships with field employees

+ Self-motivated and goal oriented

+ Regular and predictable attendance is an essential function of the job

+ Familiarity with standard computer systems and CRM systems is helpful

+ Experience cold calling, canvassing a territory, and generating new business leads is helpful

+ **Position requires valid driver’s license and reliable transportation.**

**Join the team, work hard, and watch your earning potential and career opportunities grow with Tradesmen International!**

Total Rewards include annual salary with uncapped commission, and a monthly auto reimbursement, company matched 401(k), PTO and paid holidays, medical, dental, vision, short term disability, and voluntary supplemental life insurance.

_EO employer - M/F/Veteran/Disability_

\#LI-NN1

\#LI-ONSITE

**Recruiter Name**

Nicole Nowak

**Location**

US-AZ-TEMPE

**Posted Date** _7 hours ago_ _(6/2/2025 12:44 PM)_

**_Req ID_** _2025-361679_

**_Category_** _Sales and Sales Related - Sales Representative, Services_

**_Job Board_** _IN_

**_Location_** _US-AZ-TEMPE_

**_Employment Type_** _Regular Full-Time_