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Financial Advisor Trainee 1 - Wealth Brokerage Services

* This position is located in Montgomery, AL . Relocation assistance is not provided for this position. At Wells Fargo, we wa...

Posted 2 days ago

Job Description * This position is located in Montgomery, AL . Relocation assistance is not provided for this position. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. Job Description: The Financial Advisor in Training participates in the Wells Fargo Advisors financial advisor training program on a fulltime basis. The Financial Advisor in Training will be fully trained and supported with the tools and resources to build an individual practice to serve as an advisor to clients, providing sound financial advice and counsel consistent with the clients goals and risk tolerance, and meet organizational revenue targets. The Financial Advisor in Training will receive training on the WBS partnership model and partnership expectations within Wealth and with the Community Bank. Financial Advisors in Training must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program as preparation for becoming a full-time Financial Advisor. After the full-time structured training program has been successfully completed, team members will enter our FA Graduate Program and participate in the incentive compensation plan. IMPORTANT INFORMATION: * After submitting your application, please monitor your e-mail for future communications * Once your application is received, Wells Fargo will make initial contact with you via e-mail * Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile * If your contact information has changed, please update prior to applying to this position * Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis Required Qualifications * 1+ year of outside/inside sales or business development experience; or 2+ years of entrepreneurial experience or US military experience; or a BS/BA degree or higher with 6+ months of experience in financial services Desired Qualifications * High level of initiative and accountability * Experience developing and cultivating professional relationships * Good verbal, written, and interpersonal communication skills * Solid organizational, multi tasking, and prioritizing skills * Sales or sales support experience * FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) * Life, Health and Variable Annuity licenses, considering state law restrictions * Brokerage support exposure; preferably within a Wells Fargo Advisors (WFA) Group branch * Established network in the local market Job Expectations * Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position. * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0049753 WEALTH INV MGMT/WIM PSI

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Financial Sales Advisor

Bbva Montgomery AL, 36101

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 18th October 2018 ...

Posted 2 days ago

* Location: Montgomery, Alabama. United States * Job type: Employment | Retail Banking - Branch * Published on: 18th October 2018 Apply This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA Compass. You could get know of this country process selection in BBVA Compass At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Requirements 1. Bachelor&#x2019s degree preferred or equivalent professional experience. 2.Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II). 3. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II) 4. Must be a mortgage certified employee (MCE) for Sr. FSA II. 5. Life and Health insurance required (Sr. FSA and Sr. FSA II only) 6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II) 7. Meet credit report and criminal background/fingerprint requirements associated with Nationwide Mortgage Licensing System and Registry and/or Financial Industry Regulatory Authority registration process. 8. Excellent oral and written communication skills. 9. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers. 10. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 11. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience. 12. Demonstrate proficient computer skills. 13. Assertive communication skills along with a focus for sales.*The position requires regular and predictable attendance and the ability to be punctual.*This position has no unusual physical requirements.*Most work is performed in a climate-controlled indoor facility during normal business hours, including weekends. Occasional outside sales activities are required.*This position requires on-going situational awareness of the facility and of the people in and around the facility to ensure personal and environmental safety. *Interruptions from customers, peers, managers or others are present with the need to prioritize tasks.*This position requires the ability to continuously view information on documents and on a computer screen, to conduct written and verbal communication, to sit and to manipulate objects.*This job frequently requires the ability to stand and to walk. *This job occasionally requires the ability to lift and/or carry up to 50 pounds.*Rarely, this job may require the ability to bend, kneel, stoop or climb stairs. Functions Mission Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries.

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Financial Relationship Consultant - Adams Ave.

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 7 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultants are responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED Preferred Experience: * 1-2 years previous banking and/or lending experience * 1-2 years experience handling cash in a bank environment * 1-2 years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Senior Budget Analyst -Title III

Alabama State University Montgomery AL, 36101

Benefits Supplemental Questions Alabama State University, Title III, invites applications to fill the position of Budget Analy...

Posted 4 days ago

Job Description Benefits Supplemental Questions Alabama State University, Title III, invites applications to fill the position of Budget Analyst. The selected candidate will provide technical analysis, analytical support for routine budget projects, and advise administration and staff regarding available options and budgetary implications. This position reports to the Title III Director. Duties and Responsibilities: * Provides analytical support, and assists with special studies that require data compilation * Interprets information in oral and written presentations for committee hearings and meetings * Researches and responds to budget survey and inquiries * Develops and maintains budget monitoring models and coordinates production of the formal monitoring report for Title III * Assist managers with developing departmental budgets * Assists, as required, in the preparation of the university's fiscal forecast for Title III * Monitors the university's spending to ensure that it is within outlined budget * Assists in the fiscal evaluation of proposed legislation * Reviews budget proposals for completeness, accuracy, and compliance with university policies, state and local laws, and federal regulations * Prepares budget account reports for monthly reconciliations covering all Title III activities * Inform program managers of departmental funds status * Makes recommendations for funding requests * Participates in the creation, distribution, and explanation of the University's annual Operating Budget * Completes financial reports for University stakeholders both on campus, and off campus, and ensures the submission of reports to State and other governmental agencies * Ensures assigned units comply with all University policies and procedures regarding budget execution, maintenance and expenditures * Perform other duties as assigned Minimum Qualifications:A Master's degree in business, accounting or related field, and 5 years of relevant experience in a financial setting in higher education, to include exception spreadsheet, database, word processing, presentation graphics, and business application practices skills are required. Must have excellent analytical, communications, and mathematical skills. Requires strength in fundamental financial accounting procedures, standards and strategies, research and reporting of financial trends and data analysis, preparation of interpretive reports; must possess strong experience working with transactions flows, financial and budget management, reconciliations, budget forecasting and monitoring of fiscal activities for budgets in excess of $5 million. Specialized skills should include project and grant fund accounting, accounting systems budget and expense components, and query development for specialized reporting Supplemental Information: Alabama State University is an Equal Employment Opportunity employer. Federal law requires identity and employment eligibility verification on Form I-9 within three (3) business days of employment. Must be able to pass drug screen and background check.

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Financial Relationship Consultant Team Lead In Training - Bell Road

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 1 week ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development and upward mobility. This role was previously known as a Branch Team Leader. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Senior Consultant Team Leaders are responsible for individual and team goals, and coach a team of bankers who meet with customers and prospects both in person and on the phone to determine and proactively meet their banking and financial solutions goals and needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions * Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs * Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions * Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations * Assists with educating surrounding community about best practices to achieve and maintain financial wellness * Ensures a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when additional financial goals and needs are recognized * Assists branch leadership with new business development and partnerships with internal business partners * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED (College degree preferred) * Demonstrated incentive eligible performance over the past consecutive four (4) quarters * B3 Mastery and completion of Small Business B3 * Insurance License * Formal mentor Preferred Experience: * Previous supervisory experience within a bank environment * 4+ years previous banking and/or lending experience * 4+ years experience handling cash in a bank environment * 4+ years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation Montgomery AL, 36101

: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning progra...

Posted 1 week ago

Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 10/10/2018 Location: Montgomery, AL, CARMICHAEL CENTER, 4001 CARMICHAEL RD, Birmingham, AL, BRUNO CAPITAL BUILDING, 100 GRANDVIEW PL, Gadsden, AL, 224 BROAD ST (AL9224), Tuscaloosa, AL, 601 TOWNCENTER BLVD (AL9310), Birmingham, AL, 569 BROOKWOOD VLG (AL9568), Fairhope, AL, 601 N SECTION ST (AL9601), Mobile, AL, MERRILL LYNCH, 3674 DAUPHIN ST, Anniston, AL, 701 QUINTARD AVE (AL9701), Dothan, AL, 4801 W MAIN ST (AL9801), Pensacola, FL, 815 S PALAFOX ST (FL9812), Fort Walton Beach, FL, 45 EGLIN PKWY NE (FL9816), Panama City, FL, 1022 W 23RD ST (FL9869), - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift

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Financial Relationship Specialist- Taylor Road

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in ...

Posted 1 week ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Cyber Security Analyst

Seneca Resources Montgomery Alabama, 36101

About Seneca Resources: Seneca Resources is a client driven provider of strategic Information Technology co...

Posted Yesterday

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Financial Services Technician (T32)

Department Of Defense Montgomery AL, 36101

* Videos * Duties HelpDuties Summary THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION. This National Guard pos...

Posted 1 week ago

* Videos * Duties HelpDuties Summary THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION. This National Guard position is for a FINANCIAL SERVICES TECHNICIAN (T32), Position Description Number D1986000 and is part of the AL USPFO, National Guard. LOCATION: USPFO, MONTGOMERY, AL SELECTING OFFICIAL: MRS. P. MCCURDY Learn more about this agency Responsibilities AREA OF CONSIDERATION FOR ALABAMA ARMY NATIONAL GUARD POSITION: AREA 1: All permanent Alabama Army National Guard civilian excepted technicians currently employed. AREA 2: All drill status/M-day personnel in the Alabama Army National Guard. AREA 3: All U.S. citizens or individuals eligible for membership in the Alabama Army National Guard. (1) Performs broad-in-depth financial analysis of inter-related accounting, logistics and computer file systems concerning pay, accounts payable, and various travel entitlements, using multiple procedures, processes and techniques to evaluate alternatives and arrive at decisions, conclusions and recommendations. Analyzes diverse financial management technical methods, techniques, precedent cases, and procedures to resolve an extensive range of difficult financial technical issues or problems. (2) Performs in-depth analysis, complicated pay, travel, and accounts payable issues involving substantial corrective action and/or complicated adjustments and resolves issues, including assessing unusual circumstances or conditions. Utilizes experience and judgment, rather than guides, to fill in gaps, identify sources of information, and make working suppositions about what transpired to decide approaches, and resolve specific problems. Develops variations in approaches to fit specific problems or deals with incomplete, unreliable or conflicting data in the process of work performance in order to validate transactions and resolve inconsistencies. (3) Analyzes particular facts of financial transaction problems/issues, verifies and evaluates data; obtains additional information to reconcile discrepancies or inconsistencies; and applies pertinent fiscal laws, regulations, precedent decisions, and procedures to determine appropriate action for resolution. Performs research regarding many different and unrelated processes and methods relating to financial transactions for analysis of complex and unusual financial transactions. (4) Analyzes and resolves tax processing problems based on soldier inquiries or internal control audits/reviews, ranging from Permanent Change of Station (PCS) issues and combat tax exclusion pay to refunds of erroneous tax collections. Ensures complex tax issues involving tax documents, Do It Yourself (DITY) moves, and Relocation Income Tax Allowance (RITA) payments are accomplished accurately and timely. (5) Performs other duties as assigned. PLEASE CONTACT HRO FOR COMPLETE POSITION DESCRIPTION. Travel Required Not required Supervisory status No Promotion Potential 8 * Job family (Series) 0503 Financial Clerical And Assistance Similar jobs * Loan Processors * Processors, Loan * Requirements HelpRequirements Conditions of Employment * NATIONAL GUARD MEMBERSHIP IS REQUIRED. If you are not sure you are eligible for military membership, please contact a National Guard recruiter prior to applying for this position. * This is an excepted service position that requires membership in a compatible military assignment in the employing state's National Guard, required prior to the effective date of placement. * Selectee will be required to wear the military uniform. * Acceptance of an excepted service position constitutes concurrence with these requirements as a condition of employment. * Applicants who are not currently a member of the National Guard must be eligible for immediate membership and employment in the National Guard in the military grade listed in this announcement. * Males born after 31 December 1959 must be registered for Selective Service. * Federal employment suitability as determined by a background investigation. * May be required to successfully complete a probationary period. * Participation in direct deposit is mandatory. Qualifications Compatible military grade and assignment required prior to the effective date of placement. This is an excepted service position that requires membership in a compatible military assignment in the Alabama Army National Guard. Applicants who are not currently a member of the Alabama Army National Guard must be eligible for immediate membership. If you are not sure you are eligible for military membership, please contact an Alabama Army National Guard recruiter at 800-464-8273 prior to applying for this position. Military Requirements: Military skill set is determined by MOS requirements. Upon selection, individuals must be assigned to a compatible military MOS in accordance with statutes and National Guard Bureau regulations and must obtain/maintain all requirements of the MOS. Specific requirements are found in: references listed below, NGB Compatibility tables and your local Personnel section. Military Grade: Only applicants within the military grade listed below will be considered. Maximum Military Rank: SGM Compatible Military Assignments: EMOS: 36B, 42A * Other Requirements: For positions requiring the operation of motor vehicles, candidates must have a valid state driver's license. EXPERIENCE REQUIREMENTS: Each applicant must fully substantiate (in his/her own words) that he/she meets the requirements of the Specialized Experience listed below: Otherwise, the applicant will be considered unqualified for this position. DO NOT COPY THE VACANCY ANNOUNCEMENT OR THE POSITION DESCRIPTION. BASIC QUALIFICATION REQUIREMENTS To qualify an applicant for any Financial Clerical and Technician Program Series GS-0503, apply and evaluate the applicant's competencies (Skills, Knowledge, Abilities, and Behaviors), military and civilian experiences, completed military and civilian education, learned skills, obtained knowledge, endorsed abilities, and training program accomplishments. The following five basic qualification factors are applicable to each GS-0503 career level grades, as cited above: * Skilled in collecting data effectively, efficiently, and accurately; * Ability to clearly enunciate English without impediment of speech that would interfere or prohibit effective communication; * Ability to write English in reports and presentation formats; * Ability to communicate clearly and effectively; and, * Skilled in applying procedures and directives by reading and interpreting program material. Financial Management Certification Level One. The position's level of work requires a basic understanding of theoretical financial management knowledge, which is generally acquired through technical training schools and/or experience. Work involves standard, repetitive tasks and activities with established procedures and guidance or the application of conventional practices to treat a variety of problems in financial management. GENERAL EXPERIENCE: All series personnel performance levels must be validated at the next higher level before being eligible for promotion consideration to the GS-0503 graded-position and must have a fundamental working experiences with validated understanding of the basic principles and concepts of the occupational series and grade. SPECIALIZED EXPERIENCE: The ARNG Financial Services Technician, GS-0503-08, position is located in the US Property and Fiscal Office (USP&FO) Comptroller Division, Financial Services Branch. To qualify for this ARNG GS-0503-08 position, the candidate must be eligible for entry into the position's financial management certification career program based on the position's GS-grade and/or the candidate's military rank before final approval and appointment is processed. The candidate must have at least three months of basic finance program training or competencies that provided knowledge of financial principles and procedures. A qualified candidate must understand the basic principles and concepts of the National Guard financial business program requirements. An applicant should have successfully completed the military finance program technical training school and was awarded the applicable MOS and have finance program experiences along with competencies that provided knowledge of financial principles and procedures. A candidate must have experiences and training that demonstrate the abilities to follow directions, to read, retain, and understand a variety of instructions, regulations, policies and procedures. The applicant must have the specialized experiences in providing analysis, validation, processing and correction of financial transactions. Experienced in the identification of issues/problems involving the full range of financial services. Skilled in working with ARNG inter-related systems and processes across multiple functional areas and their interoperability to ensure the validity and accuracy of all disbursements, collections, and adjustments related to financial records. Skilled in the ability to perform pay analysis of complicated pay, travel, and accounts payable issues involving corrective actions. Has the competencies to review pay concerns or complicated pay adjustments to include assessing unusual circumstances or conditions. Skilled in analyzing particular facts of financial transaction problems/issues, verify and evaluate data; and obtain additional information to reconcile discrepancies or inconsistencies. Has the knowledge of pertinent fiscal laws, regulations, precedent decisions, and procedures to determine appropriate action for resolution. Experiences included resolving tax processing problems based on soldier inquiries or internal control audits/review. Knowledgeable of how to resolve complex tax issues involving tax documents; Do It Yourself (DITY) moves; and, Relocation Income Tax Allowance (RITA) payments. Skilled in varied duties, such as, financial services payment systems (travel, accounts payable, and pay, such as, Joint Uniform Military Pay System Uniform Standard Terminal Input System (JUMPS); Operational Data Store (ODS); Standard Financial System ReDesign1 (SRD1); Defense Travel System (DTS), or, Integrated Automated Travel System (IATS). Competent in performing finance work that involved appropriate pay, allowances, and entitlements that resulted from multiple military and civilian statuses, to include, but not limited to, Title 10 active duty; Title 32 Inactive Duty for Training (IDT), Annual Training (AT), Active Duty for Training (ADT), Active Guard and Reserve (AGR), and Active Duty for Operational Support (ADOS). Competent to process unique and special pay and entitlement actions in order to provide the appropriate entitlements, such as Base Pay; Basic Allowance, Housing (BAH); Basic Allowance, Subsistence (BAS); Incapacitation Pay (INCAP); Family Separation Allowance (FSA); Hazardous Duty Pay; Hostile Fire Pay; Combat Zone Tax Exclusion (CZTE); Special Duty Assignment Pay (SDAP); Student Loan Repayment Program (SLRP); incentive (bonus) pay; Invitational Travel Authorization (ITA); Jury Duty; child support; wage garnishments; allotments; survivor benefits; and incentive pays (Jump Pay, Medical Pay, Flight Pay, Foreign Language Proficiency Pay). As a condition of continued employment in the GS-0503-08 position, dependent on the position's certification level and contingent on the employee's military rank, the employee must complete the position's higher financial management certification within 24 months of appointment to that position. Education EDUCATION REQUIREMENTS: Must have a high school diploma or general education development (GED) diploma. An under-graduate degree from an accredited college/university is optimum. You must provide transcripts or other documentation to support your Educational claims. To receive credit for Education, you must provide documentation of proof that you meet the Education requirements for this position. Substitution of Education for Specialized Experience: To qualify for GS-0503 dual status technician positions on the basis of completed undergraduate or graduate education, the college degree education must be in one of -or- be a combination of the following required disciplines: Accounting, business, finance, economics, industrial management, marketing, quantitative methods, or organizational management. Technician applicants, who completed the Army or the Air Force Financial Technical School course and were awarded the applicable and compatible military skills, are considered minimally qualified for the GS-08 entry-level position.

D

Financial Management

Department Of The Air Force Montgomery AL, 36101

* Videos * Duties HelpDuties Summary The mission of the United States Air Force is to fly, fight and win...in air, space and...

Posted 1 week ago

* Videos * Duties HelpDuties Summary The mission of the United States Air Force is to fly, fight and win...in air, space and cyberspace. To achieve that mission, the Air Force has a vision of Global Vigilance, Reach and Power. That vision orbits around three core competencies: Developing Airmen, Technology-to-Warfighting and Integrating Operations. Core competencies and distinctive capabilities are based on a shared commitment to three core values -- integrity first, service before self, and excellence in all we do. Learn more about this agency Responsibilities * Manage or direct a program for the management of the financial resources of an organizational segment, field establishment, bureau,department, independent agency, or other organizational entity of the Federal Government. * Develop, coordinate, and maintain an integrated system of financial staff services including at least accounting, budgeting, andmanagement-financial reporting, and also one or more related staff services such as auditing, credit analysis, etc. * Exercises effective control over the financial resources of the organization. * Coordinates and synthesizes financial and management data so as to interpret the composite financial results of operations to all levelsof the organization's management. * Advises on developing, coordinating, and carrying out financial policies, procedures, and plans. Reviews, analyzes, evaluates, andreports on program accomplishments within financial terms. * Advises and assists the management officials of the organization served by supplying financial management advice required to make management decisions, establish organizational goals and objectives, and in all respects to manage the organization. Travel Required Occasional travel - You may be expected to travel for this position. Supervisory status No Promotion Potential 15 * Job family (Series) 0505 Financial Management * Requirements HelpRequirements Conditions of Employment * U.S. Citizenship is required * Males must be registered for Selective Service, see www.sss.gov * Total salary varies depending on location of position * PCS expenses if authorized will be paid IAW JTR and Air Force Regulations * Recruitment incentives may be authorized * This posn is subject to provisions of the DoD Priority Placement Program * A security clearance may be required * Disclosure of political appointee * Per National Defense Authorization Act (NDAA) of fiscal year (FY) 2017. Section 1111 modifies 5 United States Code (U.S.C.) 3326; Veterans who are retiring within 180 days of appointment effective date may require a 180 day waiver package. * Position may be subject to random drug testing * Employee may be required to work other than normal duty hours, to include evenings, weekends and/or holidays * Shift work and emergency overtime may be required * Employee may be required to maintain current certifications Qualifications SPECIALIZED EXPERIENCE: GS-12: One year of specialized experience at the GS-11 level may consist of developing, coordinating, and maintaining an integrated system of financial staff services including at least accounting, budgeting, and management-financial reporting, and sometimes also one of more of such staff service as auditing, credit analysis, management analysis, etc. GS-13: One year of specialized experience at the GS-12 level may consist of exercising effective control over the financial resources and the organization; includes developing, coordinating, and maintaining an integrated system of financial staff services including at least accounting, budgeting, and management-financial reporting, and sometimes also one of more of such staff service as auditing, credit analysis, management analysis, etc. GS-14: One year of specialized experience at the GS-13 level may consist of subject matter expert leading coordinating and synthesizing financial and management data so as to interpret the composite financial results of operations to all levels of the organizations management; exercising effective control over the financial resources and the organization; includes developing, coordinating, and maintaining an integrated system of financial staff services including at least accounting, budgeting, and management-financial reporting, and sometimes also one of more of such staff service as auditing, credit analysis, management analysis, etc. GS-15: One year of specialized experience at the GS-14 level may consist of leading reviewing, advising and assisting the management officials of the organization served by supplying financial management advise required to make management decisions, establish organizational goals and objectives, and in all respects to manage the organization; coordinating and synthesizing financial and management data so as to interpret the composite financial results of operations to all levels of the organizations management; exercising effective control over the financial resources and the organization; includes developing, coordinating, and maintaining an integrated system of financial staff services including at least accounting, budgeting, and management-financial reporting, and sometimes also one of more of such staff service as auditing, credit analysis, management analysis, etc. OR To view qualifying educational requirements and/or combination of education and specialized experience click on the following link: http://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/#url=GS-ADMIN AND Click on the following link to view occupational requirements for this position: https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/0500/financial-management-series-0505/ KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas: 1. Knowledge of developing, coordinating, and maintaining an integrated system of financial staff services including at least accounting, budgeting, and management-financial reporting, and sometimes also one or more of such related staff services as auditing, credit analysis, management analysis, etc. 2. Knowledge of exercising effective control over the financial resources of the organization; 3. Knowledge of coordinating and synthesizing financial and management data so as to interpret the composite financial results of operations to all levels of the organization's management. 4. Knowledge on advice on, developing, coordinating, and carrying out financial policies, procedures, and plans. 5. Knowledge in reviewing, analyzing, evaluating, and reporting upon program accomplishments in financial terms. 6. Knowledge in advising and assisting the management officials of the organization served by supplying financial management advice required to make management decisions, establish organizational goals and objectives, and in all respects to manage the organization. PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week. VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience. Education IF USING EDUCATION TO QUALIFY: You MUST provide transcripts to support your educational claims. Education must be accredited by an accrediting institution recognized by the U.S. Department of Education. FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying.

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Financial Relationship Consultant - Adams Ave.

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Senior Budget Analyst -Title III

Financial Relationship Consultant Team Lead In Training - Bell Road

Merrill Lynch Financial Advisor Development Program

Financial Relationship Specialist- Taylor Road

Cyber Security Analyst

Financial Services Technician (T32)

Financial Management

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