10 Banking jobs

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...

GENERAL DESCRIPTION: This Member Service Representative I is an energetic and goal-oriented individual who has a passion for service excellence. As a team member you are eager to build strong long-term relationships through the servicing of Golden 1 members in a professional, efficient, respectful manner providing a positive member experience. The MSR I responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Efficiently process service transaction(s) with minimal errors and mitigate potential losses to Credit Union and Member. Identify, investigate, and resolve basic member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit...

GENERAL DESCRIPTION: Performs and conducts complex and time-intensive journal entries and bookkeeping for the Member Care Department. Assists Member Care reps with complex postings, adjustments and outages. Focuses on reviewing the accuracy of journal entries and bookkeeping for the Member Care Department in a timely and efficient manner to ensure proper financial record keeping. TASKS, DUTIES, FUNCTIONS: Ability to perform all duties of a Member Care Support Rep I. Assist the Leadership in audits and reconciliations on all necessary corrections to current processes and/or documents the following: Collection payments Collection Department extensions Expulsion Process Negative Shares, Visa and Loan Charge-offs. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Perform the following tasks: Audits typed...

GENERAL DESCRIPTION:  The Home Loan Advisor - External will proactively solicit new residential mortgage loans to meet established loan quality and production goals. They will develop and maintain a strong network of business relationships to ensure a recurring source for mortgage loan referrals.   This network includes mortgage professionals, builders, other professional and personal contacts, and any other referral source the Advisor develops. The external Advisor will enhance this network by regularly participating in business related development opportunities, community events and professional organizations.   They will also be expected to handle branch or call center generated referrals only when the member requests an in person meeting. They will provide our members with the same exceptional service they give to their self-generated referrals and always conduct themselves in a professional and ethical manner. The Advisor shall maintain a thorough understanding of the...

GENERAL DESCRIPTION: Performs various finance and accounting functions for Golden 1 Credit Union, including but not limited to financial reporting, financial analyses and maintaining financial systems/models. Act as lead for employees in the Finance area. Employees in this area are cross-trained in several aspects of finance and accounting functions and will assist the Finance Management team in special projects. TASKS, DUTIES, FUNCTIONS: Develop and analyze data, supporting spreadsheets, charts, and reports to determine financial performance and profitability across markets, products, channels, and member demographics and enterprise-wide analytics. Develop and maintain financial performance-related expertise in assigned business areas to provide deep-dive analysis into metrics, trends and anomalies while providing insights to drive improvements. Coordinate the assessment of market, product, member, and channel performance to identify gaps and additional value areas...

GENERAL DESCRIPTION: This Member Service Representative I is an energetic and goal-oriented individual who has a passion for service excellence. As a team member you are eager to build strong long-term relationships through the servicing of Golden 1 members in a professional, efficient, respectful manner providing a positive member experience. The MSR I responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Efficiently process service transaction(s) with minimal errors and mitigate potential losses to Credit Union and Member. Identify, investigate, and resolve basic member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...

Who We Are SchoolsFirst FCU is the largest credit union in California and the nation’s largest credit union serving the educational community. We exclusively serve California school employees and their families. We were recently ranked the #1 credit union in California by Forbes, and recognized as one of the 50 Most Engaged WorkplacesTM in North America by Achievers. We’re growing and looking for talented, service-oriented people to join our team. What We Believe There’s a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families whose sacrifices make their work possible. Not only are we passionate about living our mission of providing Members with world-class personal service and financial security, but we’re also dedicated to providing service to each other. That means creating an environment where you’re empowered to do what you do best every day, with opportunities for ongoing...