About This Career Path
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Financial Services
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.
Financial Services Industry
Are you interested in training?
Contact an Advisor for more information on this career!Securities, Commodities, and Financial Services Sales Agents
Average
$63,870
ANNUAL
$30.71
HOURLY
Entry Level
$37,790
ANNUAL
$18.17
HOURLY
Mid Level
$49,420
ANNUAL
$23.76
HOURLY
Expert Level
$101,750
ANNUAL
$48.92
HOURLY
Securities, Commodities, and Financial Services Sales Agents
Securities, Commodities, and Financial Services Sales Agents
Job Titles
Entry Level
JOB TITLE
Agent
Mid Level
JOB TITLE
Advisor
Expert Level
JOB TITLE
Director
Supporting Programs
Securities, Commodities, and Financial Services Sales Agents
Securities, Commodities, and Financial Services Sales Agents
01
Make bids or offers to buy or sell securities.
02
Monitor markets or positions.
03
Agree on buying or selling prices at optimal levels for clients.
04
Keep accurate records of transactions.
05
Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
06
Complete sales order tickets and submit for processing of client-requested transactions.
07
Report all positions or trading results.
08
Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
09
Discuss financial options with clients and keep them informed about transactions.
10
Identify opportunities or develop channels for purchase or sale of securities or commodities.
Securities, Commodities, and Financial Services Sales Agents
Common knowledge, skills & abilities needed to get a foot in the door.
KNOWLEDGE
Customer and Personal Service
KNOWLEDGE
Economics and Accounting
KNOWLEDGE
English Language
KNOWLEDGE
Mathematics
KNOWLEDGE
Sales and Marketing
SKILL
Active Listening
SKILL
Critical Thinking
SKILL
Judgment and Decision Making
SKILL
Monitoring
SKILL
Active Learning
ABILITY
Oral Comprehension
ABILITY
Oral Expression
ABILITY
Deductive Reasoning
ABILITY
Speech Clarity
ABILITY
Written Comprehension
Securities, Commodities, and Financial Services Sales Agents
Work Your Magic with us! Start your next chapter and join EMD Serono.
Ready to explore, break barriers, and discover more? We know you’ve got big plans – so do we! Our colleagues across the globe love innovating with science and technology to enrich people’s lives with our solutions in Healthcare, Life Science, and Electronics. Together, we dream big and are passionate about caring for our rich mix of people, customers, patients, and planet. That's why we are always looking for curious minds that see themselves imagining the unimaginable with us.
United As One for Patients, our purpose in Healthcare is to help create, improve and prolong lives. We develop medicines, intelligent devices and innovative technologies in therapeutic areas such as Oncology, Neurology and Fertility. Our teams work together across 6 continents with passion and relentless curiosity in order to help patients at every stage of life. Joining our Healthcare team is becoming part of a diverse, inclusive and flexible working culture, presenting great opportunities for personal development and career advancement across the globe.
This role does not offer sponsorship for work authorization. External applicants must be eligible to work in the US.
Your Role
The Sales Manager is responsible for North America strategic account for DS&S (Delivery Systems & Services) products and is the single point of contact for commercial and technical aspects, including providing sales quotations for capital equipment opportunities, technical lead for supporting molecule delivery requirements, leading efforts to resolve equipment field issues, and managing the monthly North America customer work group which reviews and resolves ongoing strategic initiatives and issues. Position promotes SERVICES, TURNKEY, GASGUARD, CHEMGUARD and related spares.
Develop quotations for capital equipment and spares opportunities for new fabs, expansions, and process changes.
Monitor order execution for capital equipment purchase orders to ensure scope definition is correct, manufacturing progressing on schedule and interface with customer for updates. Support technical issues between manufacturing and the customer.
Provide technical sales support to customers, for spec gas and chemical precursor equipment (customer proposal, presentation, after market support)
Obtain equipment volume forecasts from Customer. Provide forecast to DS (Delivery Systems) planning group for Sales and Operations process and capacity planning.
Own and manage plan of record specifications/scope and associated change control process. This consist of managing change notifications with both Customer and EMD Electronics via our MOC process.
Provide competitive feedback to DS market management to ensure solutions developed by DS align with Customer roadmap and process needs. Identify cost savings opportunities via alternative designs and components that benefit both EMD Electronics and the Customer. Owner of Customer Specific Equipment Price list and act as DS business area lead for contract negotiating content and T&Cs.
Develop pricing for new products and services, working closely with Product Management & Services teams to ensure that we meet profitability targets for DS&S and Electronics division
Preferred locations for this role are Chandler, AZ, Austin, TX or Allentown, PA. Other locations in the US may also be considered.
Who You Are
Minimum Qualifications:
Bachelors degree in Mechanical Engineering, Chemical Engineering or other related discipline AND 5+ years work experience in sales, product management or with semiconductor related equipment
OR
10+ years semiconductor experience
Up to 50% travel, domestic and international
Preferred Qualifications:
Masters degree in Mechanical Engineering, Chemical Engineering or other related discipline
Sales track record, Change Management, Matrix Management, Critical Thinking (Analytical Capability), Project Management, Learning Agility
Proficiency noticing/predicting patterns, trends or discrepancies when looking at information and data to create critical insights and use these to devise clear plans/recommendations on how an innovative approach or concept can solve a given business problem or realize business strategy.
Pay Range for this position: $113,000 - $169,600
Our ranges are derived from several sources, and largely reliant on relevant industry market data. Should we decide to make an offer, we will consider several factors, including but not limited to your location, skills, experience, career level, and other job-related factors. This role may offer the following benefits: medical, vision, and dental insurance; life insurance; disability insurance; a 401(k) matching program; paid time off; and paid holidays; among other employee benefits. This role may also be eligible for short-term or long-term incentive compensation, including, but not limited to, cash bonuses.
What we offer: We are curious minds that come from a broad range of backgrounds, perspectives, and life experiences. We celebrate all dimensions of diversity and believe that it drives excellence and innovation, strengthening our ability to lead in science and technology. We are committed to creating access and opportunities for all to develop and grow at your own pace. Join us in building a culture of inclusion and belonging that impacts millions and empowers everyone to work their magic and champion human progress!
Apply now and become a part of our diverse team!
If you would like to know more about what diversity, equity, and inclusion means to us, please visit https://www.emdgroup.com/en/company/press-positions.html
Experienced (5+ years, non-manager)
(STEM) Science, Technology, Engineering & Mathematics
Full Time
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Entry (non-student)
Financial Services
Full Time
Job Description:
This job is responsible for providing credit assistance and solutions to our clients. Key responsibilities include handling primarily outbound calls for a single product at any stage of delinquency or risk, including pre-charge off, and recovery. Job expectations include leveraging problem solving competencies, sound judgement and decision making, and providing exceptional client service and empathy while meeting both the bank's and client needs.
Responsibilities:
Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts
Negotiates repayment of outstanding debt that benefits both the client and lender in a positive and professional manner, leveraging tools and resources where applicable
Determines the right solution for the client while staying within collections compliance guidelines
Demonstrates empathy for the client’s situation using ethical behavior that is consistent with the bank’s code of conduct
Achieves quality standards and meets key performance indicators
Works an established list of accounts on an automated collections system, auto-dialer, or manual calling and helps mitigate losses
Required Qualifications:
Minimum of one year of customer service experience
Excellent verbal and written communication skills
Ability to work within the operating hours and days for this position as outlined in the posted job requisition
Commitment to exceptional customer service, including the ability to be empathetic and meet client needs
Proficient in dealing with customer issues in both a routine and complex environment
Demonstrated negotiation and persuasion skills and the ability to communicate and negotiate with a variety of customers and clients
Ability to navigate multiple computer systems while interacting with the customer, as well as the ability to think critically and use sound judgment in decision making
Desired Qualifications:
Bachelor’s Degree in related field or equivalent work experience
Credit assistance and collections experience
Inbound/outbound call center experience
Banking/financial services experience
Knowledge of banking operations
Skills:
Active Listening
Attention to Detail
Client Solutions Advisory
Oral Communications
Account Management
Adaptability
Collaboration
Data Collection and Entry
Interpret Relevant Laws, Rules, and Regulations
Liquidity Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
2nd shift (United States of America)
Hours Per Week:
40
Entry (non-student)
Financial Services
Full Time
This is an IN PERSON role; no remote or hybrid options at this time.
This is an entry level position that offers all training and multiple avenues of growth after the initial three phase process.
We are looking to hire multiple individual for different locations:
Primarily: 7022 E Hampton Ave Mesa AZ 85209,
Secondary: 7500 S Priest Dr Tempe AZ 85283, and
Tertiary: 1800 E Highland Ave Phoenix AZ 85016;
We also have Glendale and Tolleson locations, availability may vary.
The Lead Generator position of FASA Tile LLC. plays a vital role in driving business growth by identifying and attracting potential clients. We are seeking a proactive and results-oriented individual with excellent communication and interpersonal skills. As a Lead Generator, you will be responsible for actively seeking out and nurturing relationships with potential customers to generate high-quality leads for our flooring installation services.
Responsibilities include the following:
Lead Generation: Utilize various channels such as store location foot traffic, industry directories, referrals, online platforms, and cold calling to research and find potential clients for our installation services.
Relationship Building: Develop and maintain connections with potential clients or partners and engaging in conversations to understand their specific flooring needs. Build trust and effectively communicate the value of our company's services.
Needs Assessment: Conduct thorough assessments to understand potential clients' flooring requirements, gathering essential information like project scope, budget, timeline, and any unique considerations.
Appointment Setting: Coordinate and schedule appointments with qualified leads for our sales team, ensuring a seamless transition from lead generation to the sales process.
Lead Tracking and Management: Utilize CRM (Customer Relationship Management) software or similar tools to track and manage leads, ensuring accurate and up-to-date information. Follow up with prospects to maintain engagement.
Collaboration: Work closely with the sales team, providing them with comprehensive lead profiles, insights, and ongoing support to facilitate the conversion of leads into sales.
Market Research: Stay updated on industry trends, competitors, and market dynamics to identify new opportunities. Refine lead generation strategies and propose innovative approaches to attract potential clients.
Requirements:
Excellent communication and social skills to effectively engage and build relationships with potential clients.
Strong organization and time management abilities to handle multiple leads and prioritize tasks effectively.
Knowledge and understanding of the flooring industry, including its products and services, to address client inquiries and provide appropriate solutions is encouraged but not required.
Familiarity with lead generation techniques, tools, and strategies, such as online research, cold calling, email marketing, and networking is encouraged but not required.
Proficiency in using software tools to track, manage, and analyze leads.
Self-motivated and goal-oriented mindset, with a determination to meet and exceed lead generation targets.
Adaptability to a dynamic work environment, willingness to learn and incorporate feedback, and ability to work independently and collaboratively as part of a team.
Preferred Work Schedule:
The preferred work schedule for this position is a 24-hour per week minimum and a 32-hour per week limit; preferably Thursday-Sunday or Friday-Monday.
Floor and Décor locations are open Mondays-Saturdays 6am-7pm, and Sundays 10am-6pm, with peak hours being 9am-5pm.
This schedule allows for flexibility and aligns with our business needs to ensure efficient lead generation.
We will also be looking for 1-2 floaters to alternate store locations to fill any stores missing a FASA representative.
*Note: These responsibilities may be adjusted to align with the specific requirements and needs of FASA Tile LLC.
Hours: 24-32 hours/week
Compensation: $18-25/hour
Entry (student)
Business, Entrepreneurialism, and Management
Part Time
The Life Services Operations Support Processor is responsible for handling multiple offline support functions within the Life Services Team. This individual will play a critical role by assisting client-facing Transition Specialists and Financial Solutions Advisors with various aspects of account transition processes including account protection/security, document uploading, and/or account disposition. They may also support management in ad-hoc initiatives, such as audit and remediation efforts, run, create, and analyze reports to be sent to leadership or provide training to additional team members.
Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document uploading, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Financial Solutions Advisors as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.
Attention to detail is critical, as is the ability to multi-task during the day while working in a fast-paced environment. Although this is not a client-facing role, the ideal candidate must maintain a client-centric attitude and strive to understand client perspectives and needs. The ideal candidate would also have project work experience and be willing to take on department wide initiatives and run point on them through completion.
Required Qualifications:
• Excellent interpersonal and oral/written communication skills
• Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
• Ability to adapt and embrace change in a highly evolving environment
• Attention to detail and high quality of work standards
• Previous knowledge of client account services and structure is preferred
• Knowledge of asset transition process is preferred
• Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions
• Grasp complex, technical material quickly
• Self-starter with a track record of initiative in normal day to day job duties and proposing solutions to improve efficiency through processes.
Desired Qualifications:
• Form and maintain strong working relationships with internal business partners while working together to better serve clients
• Proactively identify opportunities for process improvement
• Knowledge of Merrill systems including CEW, KDC, CMC cases, CDOL, branch scanning, etc.
• Knowledge of asset transition process is preferred
Additional Skills used:
Business Operations Management
Customer Service Management
Prioritization
Reporting
Trade Operations Management
Data Collection and Entry
Data and Trend Analysis
Organizational Effectiveness
Process Management
Quality Assurance
Customer and Client Focus
Oral Communications
Research Analysis
Written Communications
Enterprise Job Description:
This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.
Responsibilities:
Performs standard transaction processing and reconciliation according to the established guidelines and procedures
Responds to client inquiries through numerous channels to support operational efficiency and quality client service
Performs basic research, follow-ups, and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Shift:
1st shift (United States of America)
Hours Per Week:
40
Entry (non-student)
Financial Services
Full Time
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
Some work experience (up to 5 years, non-manager)
Financial Services
Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
**Job Description**
U.S. Bank is aggressively recruiting additional talent to join the **_Transportation Solutions Engineering Team_** in support of the Bank’s continued growth plans for our Freight Invoice Audit & Payment Solution. This is an outstanding career opportunity with exciting growth and development potential for the right person. Below is a brief overview of the position responsibilities and the qualifications we are seeking in candidates.
The Senior Solutions Engineer provides solution oriented consultative services connecting complex customer needs with product capabilities to realize business growth. Responsible for articulating and demonstrating a comprehensive understanding of all aspects of our Freight Payment products and services and how they will integrate into the customer's systems and operations, consistent with a solution-oriented approach to obtaining new business.
**_Position Highlights_**
+ Pre-proposal discovery and detailed process mapping with potential customers
+ Developing and delivering customized client proposals, demonstrations and presentations
+ Building customer confidence in our company's industry expertise and technical solutions, and addressing / overcoming all technical and operational objections, concerns and challenges from prospective customers throughout the sales cycle
+ Providing comprehensive client documentation and collaborating with internal stakeholders to ensure a seamless transition from sales to implementation
**Basic Qualifications**
+ Bachelor's degree, or equivalent work experience
+ Typically eight to 10 years of related experience, preferably selling multiple, complex integrated solutions to a variety of customers
**Preferred Skills/Experience**
+ Expert technical knowledge of the Freight Payment product and services
+ Expert proficiency demonstrating complex solutions
+ Ability to articulate the value of our solution to multiple constituents including Logistics, IT, Procurement, Finance and Accounting
+ Proficient technical, analytical and industry acumen
+ Proficient in working effectively with a variety of functional groups to assemble customer solutions
+ Attention to detail and solution oriented
+ Excellent presentation, verbal and written communication skills
+ Expert in MS Excel, Word and PowerPoint
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
**Benefits:**
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00 - $154,990.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Full Time
**_Job Title:_**
Enterprise Account Manager
**About Skyhigh Security:**
Skyhigh Security is a dynamic, fast-paced, cloud company that is a leader in the security industry. Our mission is to protect the world’s data, and because of this, we live and breathe security. We value learning at our core, underpinned by openness and transparency.
Since 2011, organizations have trusted us to provide them with a complete, market-leading security platform built on a modern cloud stack. Our industry-leading suite of products radically simplifies data security through easy-to-use, cloud-based, Zero Trust solutions that are managed in a single dashboard, powered by hundreds of employees across the world. With offices in Santa Clara, Aylesbury, Paderborn, Bengaluru, Sydney, Tokyo and more, our employees are the heart and soul of our company.
Skyhigh Security Is more than a company; here, when you invest your career with us, we commit to investing in you. We embrace a hybrid work model, creating the flexibility and freedom you need from your work environment to reach your potential. From our employee recognition program, to our ‘Blast Talks' learning series, and team celebrations (we love to have fun!), we strive to be an interactive and engaging place where you can be your authentic self.
We are on these too! Follow us on LinkedIn (https://www.linkedin.com/company/skyhighsecurity/mycompany/) and Twitter@SkyhighSecurity (https://twitter.com/SkyhighSecurity?ref\_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) .
**_Role Overview:_**
The Enterprise Account Manager will be responsible for driving net new sales and incremental bookings of existing accounts for a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements, and creating tailored customer solutions that lead to new bookings.
**About the Role**
The Enterprise Account Manager will be responsible for driving net new sales and incremental bookings of existing accounts for a complex suite of Skyhigh Security products, solutions, and services within the assigned territory. The role requires in-depth knowledge of security technologies, competitors, and the ability to generate value by delivering successful solutions to customers. The Account Manager is responsible for developing direct sales opportunities, evaluating customer requirements, and creating tailored customer solutions that lead to new bookings.
+ Create a prospecting strategy to identify potential customers, develop relationships, build sales pipeline, prepare and present solutions, and negotiate contracts that achieve quarterly sales quotas.
+ Manage the sales process and leverage internal technical resources as needed to meet customer requirements.
+ Analyze the customer environment, scope customer requirements, and collaborate with technical resources to close sales opportunities.
+ Work closely with customers to drive POCs and POVs.
+ Upsell and cross sell Skyhigh Security products and solutions based on customer needs.
+ Generate demand with channel partners, resellers and end-user customers to grow mindshare, product awareness, and business relationships.
+ Develop relationships internally with key stakeholders.
+ Engage and present at multiple levels within an account including CISO, key stakeholders and board level.
+ Develop account and opportunity plans to improve account strategy.
+ Maintain customer satisfaction.
+ Develop relationships with our channel and service partners to create strategic opportunities.
**About You:**
+ 5-15 years’ experience in a quota carrying role selling products within the security industry or other disruptive technology sectors (e..g AI/ML) with deep relationships with CISOs and customer stakeholders.
+ Experience generating direct sales opportunities; must have strong prospecting skills, ability to build sales pipeline and possess a strong track record of achieving quarterly sales quotas.
+ Ability to manage the sales process (MEDDPICC) and negotiate contracts.
+ Deep knowledge of the customer’s requirements and security challenges.
+ Strong business acumen and ability to build C-level relationships. Must be able to interpret and execute opportunities within complex organizations.
+ Ability to engage members of the presales and professional services organizations at multiple stages of the sales cycle including POCs and POVs.
+ Strong relationships with channel partners and system integrators.
+ Must possess excellent presentation skills.
**_Company Benefits and Perks:_**
We work hard to embrace diversity and inclusion and encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.
+ Retirement Plans
+ Medical, Dental and Vision Coverage
+ Paid Time Off
+ Paid Parental Leave
+ Support for Community Involvement
We're serious about our commitment to diversity which is why we prohibit discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.
Full Time
Overview & Responsibilities Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its community? If so, please read on! This entry-level financial services position earns a competitive salary of $40,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, relocation assistance, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply to be an Assistant Branch Manager today! *Please note that this position is 100% onsite. ABOUT REPUBLIC FINANCE We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our community. Company-wide, we hold annual fundraisers for the Juvenile Diabetes Research Foundation (JDRF) and the American Cancer Society, among other philanthropic efforts. Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and rewarding performance. Come and join a remarkable team with a growing company that values its employees and regularly promotes from within. Take the next step in your career and apply with us today! A DAY IN THE LIFE OF AN ASSISTANT BRANCH MANAGER (ABM) We give you all of the tools that you need to succeed and grow into a Branch Manager position! As an entry-level ABM, you get to go through an 18 - 24 month on-the-job paid training program in which you learn all of the ins and outs of branch management. Then, you pay that knowledge forward when you are assigned your own branch to manage. Promotion to Branch Manager typically requires relocation, but don't fret, we provide a full relocation package when we promote our ABMs to Branch Managers. Your main focus is on helping our customers meet their financial goals. You actively seek opportunities to originate new loan business by listening to our customers, understanding their needs, and recommending the best consumer loan and voluntary product solutions for them. You also educate customers on all of our consumer lending services, including how to improve credit and consolidate debt. You help them through the loan application process and make payment reminder calls when needed. You handle a variety of tasks that contribute to the success of the branch, including evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims. Your management abilities shine as you assist the Branch Manager with recruiting and training as well as developing and implementing plans to meet sales goals, promote our core values, and ensure an outstanding client experience. If you love digging in to get the job done and seeing your hard work pay off in the growth of your branch and advancement opportunities within the company, then this is your gateway to success! Requirements Bachelor's degree is required. Ideal majors include Business, Finance, Sales or related field. 1 year or more of customer facing sales experience (i.e. retail sales, goal-oriented, incentive based) is preferred but not required. Professional demeanor, positive attitude, strong communication and customer relations skills. Ability to work well independently, as well as a team member in a fast-paced environment and successfully navigate priorities. Proficiency with Windows and Microsoft Office Suite. Valid driver's license, reliable transportation, and auto insurance, and a satisfactory driving record. Must meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen. Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state’s department of insurance. Willingness and ability to relocate for promotion into a Branch Manager role. *Full Relocation package is provided for moves more than 50 miles. READY TO JUMPSTART YOUR FINANCIAL SERVICES CAREER? If you feel that you would be right for this entry-level job in financial services with a clear path to management, we encourage you to apply with us, and we look forward to meeting you! Benefits We offer a competitive compensation and benefits package including: Health, Dental, & Vision Insurance 15 days of Paid Time Off (PTO) to start + 1 additional personal day 401k + employer match Company provided Life Insurance & Long Term Disability Employee Assistance Program - Confidential mental health support Additional benefits with Republic Finance include: Employee of the Month Program Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society Professional offices with a friendly team environment Monthly incentive bonus pay Internal promotions Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
Full Time
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager I - Business Banking within PNC's Business Banking organization, you will be based in our Phoenix market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to facilitate cash flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI) relationships to meet and exceed sales goals and business objectives. You will work with internal services partners to on-board and expand the business portfolio.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Full Time
Financial Services
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