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Most recent job postings at American Banker
Banker Intern
via American Banker posted_at: 7 days agoschedule_type: Internship
OverviewFirst Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience in retail operation and sales while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a retail banking environment making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!ResponsibilitiesWhile a majority OverviewFirst Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience in retail operation and sales while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a retail banking environment making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!ResponsibilitiesWhile a majority of the principal accountabilities are assigned by the intern's direct manager, with some engagement with branch leaders as well as the Intern Coordinator, there is a determined effort across the Bank to make each intern a dynamic part of the team with interesting projects. Accountabilities may include areas such as retail operations, sales processes, research, analytics, projects, strategy process review and improvement, as well as technology enhancement assessment and support. Attend professional development sessions, informational... meetings, networking and community service events while having a dedicated manager and program manager to help you navigate the bank and its internship program.Each intern will be assigned a project which will be designed to improve a specific process. A wrap-up presentation will be prepared by the Interns to be shared with the division leader and other key stakeholders in the company to outline their accomplishments and experience during the internship.QualificationsHigh School Diploma or GED and 1 year of experienceCurrently enrolled at an accredited collegiate institution (during the time of the summer program)Ability to work 40 hours per week during the duration of the programPreferred:3.0 minimum GPAStrong desire to learn and growPossess a positive attitude, naturally curious and enjoys collaborating with othersStrong verbal and written communication skillsCritical thinking skillsAbility to multitaskAbility to adapt and adjust priorities based on business needsAbility to take direction and absorb information quickly Show more details...
Revenue Accounting Manager
via American Banker posted_at: 26 days agoschedule_type: Full-time
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam. #LI-RemotePlaid is looking for a Revenue Accounting Manager to lead all aspects of our order-to-cash operations and revenue recognition and reporting workstreams. In this role, you will build strong working relationships with cross-functional partners (including Go-to-Market... Engineering, Product, BizOps, Strategic Finance, and Commercial teams) to ensure timely and accurate recording and reporting of revenue results. The ideal candidate for this role will have a proven track record of managing an established revenue function and implementing process and system improvements. This role will initially report to the Head of Revenue and Technical Accounting.What excites you:Managing and mentoring the team responsible for end-to-end billing operations, revenue recognition under ASC 606, AR and collectionsEnsuring timely and accurate recording of Plaid’s revenue and accounts receivable transactions on a monthly and quarterly basis, including oversight of month-end fluctuation analyses and account reconciliationsMaintaining and enforcing the company’s revenue recognition policy in line with ASC 606Enabling Plaid’s growth by providing timely and pragmatic guidance to Go-to-Market teams on non-standard contracts, driving consensus among cross-functional teamsPartnering with Engineering, Product, Deal Desk, and BizOps teams to enable billing for new products and drive efficiencies in overall order-to-cash processAnalyzing revenue and AR data to identify trends and areas for improvementProposing and implementing updates to our AR reserve methodology; defining and creating a scalable process for identifying revenue vs. bad debt reservesChallenging the status quo and leading projects to support process automationOverseeing all aspects of revenue and AR-related areas during financial statement auditsWhat excites us:8+ years of relevant accounting experience, preferably at a SaaS/software company2+ years of experience managing a small teamA bachelor’s degree (or equivalent) in Accounting, Finance, or a related fieldA proven self-starter with a strong sense of ownership and sharp analytical and communication skillsStrong knowledge of accounting operations and revenue recognition under ASC 606Ability to synthesize and translate key accounting concepts to non-financial stakeholdersHands-on experience with contract review and deal supportHigh degree of comfort navigating and reconciling large data sets across multiple sourcesExperience with Salesforce and NetSuite (or another major ERP)CPA or equivalent strongly preferredPlaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.Please review our Candidate Privacy Notice here Show more details...
Medical Biller
via American Banker posted_at: 3 days agoschedule_type: Full-time
RESPONSIBILITIES:* Preparing, reviewing, and transmitting claims using billing software, including electronic and paper claim processing* Review Billing for errors/make any correction/ generate billing via Credible.* Upload CBH Authorizations into Billing systems via import..* Create CSV Imports for Credible from Fairwold Monthly attendance.* Batch and Generate APS Invoices and collate with Nav... Invoice header to send via email to School Districts.* RESPONSIBILITIES:* Preparing, reviewing, and transmitting claims using billing software, including electronic and paper claim processing* Review Billing for errors/make any correction/ generate billing via Credible.* Upload CBH Authorizations into Billing systems via import..* Create CSV Imports for Credible from Fairwold Monthly attendance.* Batch and Generate APS Invoices and collate with Nav... Invoice header to send via email to School Districts.* Reviewing patient bills for accuracy, completeness and obtain any missing information* Identifying and billing secondary or tertiary insurances* Checking each insurance payment for accuracy and compliance with contract discount* Following up on unpaid claims within standard billing cycle timeframe* Calling insurance companies regarding any discrepancy in payments if necessary* Researching and appealing denied claims* Post and reconcile payments against the EOBs and Fairwold payments.* Ensure accuracy of insurance tables in the EHR* Report overdue balances and collections* Send monthly statements* Update patient accounts* Answering all patient or insurance telephone inquiries pertaining to assigned accounts* Setting up patient payment plans and work collection accountsJob Type: Full-timePay: $19.00 - $24.00 per hourBenefits:* Dental insurance* Health insurance* Vision insuranceSchedule:* 8 hour shift* Day shift* Monday to FridayWork Location: One location Show more details...
Clearing Operations Analyst
via American Banker posted_at: 25 days agoschedule_type: Full-time
Clearing Operations AnalystSt Petersburg, FLWebull Financial LLC is a FINRA registered broker dealer, we provide online investing platform for retail investors, products include global market data, news and trading in US equities, listed options and crypto currencies. We are looking for a talented financial service professional in the St. Petersburg area to be part of our Omnibus Operations team.ResponsibilitiesOmnibus reconciliations with Webull’s Clearing Operations AnalystSt Petersburg, FLWebull Financial LLC is a FINRA registered broker dealer, we provide online investing platform for retail investors, products include global market data, news and trading in US equities, listed options and crypto currencies. We are looking for a talented financial service professional in the St. Petersburg area to be part of our Omnibus Operations team.ResponsibilitiesOmnibus reconciliations with Webull’s clearing partner, Apex Clearing, and banking partners including JPMHeavily involved in building out omnibus processes, procedures, controls, and overall best practicesAct as the primary point of contact for the introducing broker dealer to triage and assess issuesConduct all operational tasks including resolving trade breaks, margin calls, trade settlement, journals, corporate actions, dividends, ACATS, statement delivery, trade confirmations, proxy delivery, and position and cash reconciliationsFamiliarity with all types of account... transfers (ACAT, DRS, DWAC, FRs and FOPs)Comfortable with direct contact with vendors, clearing venues, clearing agents and end customersDemonstrate a detailed knowledge of the processes, procedures, systems, markets and instruments (equities, options, and crypto currencies) that our team handlesDeliver objective analysis of error trends and opportunities and identify root causesRequirementsBachelor’s degree in Economics, Business, or Finance1-2 years of experience in relevant fieldFINRA SIE, Willing to take Series 7Experience in clearing omnibus or self-clearingExperience with systems including Broadridge, Penson/Apex, FIS, IHSStrong Purchase and Sales knowledgePrior production experience working at a retail broker dealerStrong problem solving, control, and project management skillsStrong sense of urgency when it comes to support resolutionProven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environmentTeam player with the ability to leadAt Webull, we provide competitive and exciting benefits such as:Full Paid Medical & Dental InsuranceVision Insurance401k & Commuter BenefitsShort term disability & Paid Parental LeaveFitness Reimbursement ProgramIn office events & fun culture events15 days’ vacation, 2 personal days, 7 sick daysWebull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone Show more details...
Insurance Agent
via American Banker posted_at: 9 days agoschedule_type: Full-time
American National is seeking an Insurance Agent to lead our new office! We are looking for someone with a strong entrepreneurial spirit with the ability to manage their own business with the assistance from our team of qualified professionals. You will resolve customer questions and offer solutions to drive company revenue along with networking and developing a strong customer base. If you’re... willing to work hard, contact us today!Paid training American National is seeking an Insurance Agent to lead our new office! We are looking for someone with a strong entrepreneurial spirit with the ability to manage their own business with the assistance from our team of qualified professionals. You will resolve customer questions and offer solutions to drive company revenue along with networking and developing a strong customer base. If you’re... willing to work hard, contact us today!Paid training is provided if you meet our qualifications.Training pay starts at $5,000 per month.Training lasts for 4 months at which point you will begin receiving commission based payOur agents make in excess of 100k per year on average.Responsibilities:Present and sell company products and services to new and existing customersProspect and contact potential customersReach agreed upon sales targets by the deadlineResolve customer inquiries and complaintsSet follow-up appointments to keep customers aware of the latest developmentsCreate sales material to present to customersQualifications:Previous experience in sales, customer service, or other related fields is a plusExperience Networking/Prospecting a plusMust be CompetitiveMust be DrivenAbility to build rapport with clientsStrong negotiation skillsDeadline and detail-orientedSome college prefferedPay: $1,250.00 per weekBenefits:* Flexible scheduleContract type:* PermanentSupplemental pay types:* Commission payWeekly day range:* Monday to FridayWork setting:* In-person* In the field* OfficeLicense/Certification:* Insurance Producer License (Preferred)* Life Insurance License (Preferred)Work Location: On the road Show more details...
Vice President - 6157257
via American Banker posted_at: 20 days agoschedule_type: Full-time
Job Duties: Vice President with Goldman Sachs Bank USA in Wilmington, Delaware. Manage Decision Platform for digital banking products responsible for onboarding customers for originating Card, Personal Loan and Deposit products. Develop and install code using Java, Java Script, or Python. Integrate Statistical and Machine Learning models as restful API on real time decision platform Provenir. Partner with stakeholders across various product verticals Job Duties: Vice President with Goldman Sachs Bank USA in Wilmington, Delaware. Manage Decision Platform for digital banking products responsible for onboarding customers for originating Card, Personal Loan and Deposit products. Develop and install code using Java, Java Script, or Python. Integrate Statistical and Machine Learning models as restful API on real time decision platform Provenir. Partner with stakeholders across various product verticals to manage and prioritize implementation of Credit and Fraud rules. Implement Credit strategy in Provenir for Credit Line Management & Line Assignment as restful API to integrate with various bank cloud offerings. Prepare and present reports on projects progress and pipeline for senior management and executive committees. Integrate the Platform for various product offerings and expand the scope of its usage by on boarding new data vendors and introducing software upgrades. Manage Vendor relationship with 3rd party Platform provider and... improve architecture design to integrate the platform across products and introduce new workflows. Help the team through hiring new employees, training and development of junior team members. Supervise a team of highly talented developers across various geographic locations, to follow best practices for coding and platform maintenance and standardize the code development process.Job Requirements: Bachelor’s degree or Master’s degree (U.S. or foreign equivalent) in Electrical Engineering, Electronics or Mechanical Engineering, Computer Science, Data Science, or related field. Five (5) years of experience with a Bachelor’s degree or three (3) years of experience with a Master’s degree in the job offered or a related field. Prior work experience must include five (5) years of experience with a Bachelor’s degree or three (3) years of experience with a Master’s degree with: managing several projects simultaneously and driving end-to-end project delivery; managing technology related projects, working with stakeholders, and driving a development strategy; utilizing Java, Java Script or Python and thorough knowledge of object-oriented software engineering concepts; Transaction Processing and Settlement and working knowledge on TSYS for Transaction Authorization and Posting; restful API integrations to perform rule and strategy-based Credit Line Management; integrating restful APIs on the Platform for real time decision, platforms including analyzing available technology, products and pain points of data-based decision making; building APIs and Automated Functional Framework for Regression testing; designing and implementing micro-services including dedicated decision engines and/or orchestration layers; and negotiating competing project priorities with various stakeholders.©The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Show more details...
Accounts Payable Specialist
via American Banker posted_at: 1 month agoschedule_type: Full-time
s the *Accounts Payable Processor II*, you will be responsible for invoice processing, journal entries and reconciliations, and process improvements. You will have the chance to play a hands-on and integral part on the AP team, and serve as a key contributor to a high growth environment.*Pay rate*: $23.00 - $25.00 per hour*Hybrid*: 1-2 days remote once fully trained*Location: *Bryn Mawr, PA*WE'RE... EXCITED ABOUT YOU BECAUSE...** You have 2+ years s the *Accounts Payable Processor II*, you will be responsible for invoice processing, journal entries and reconciliations, and process improvements. You will have the chance to play a hands-on and integral part on the AP team, and serve as a key contributor to a high growth environment.*Pay rate*: $23.00 - $25.00 per hour*Hybrid*: 1-2 days remote once fully trained*Location: *Bryn Mawr, PA*WE'RE... EXCITED ABOUT YOU BECAUSE...** You have 2+ years of high-volume Accounts Payable experience utilizing a large ERP system* You are an experienced AP professional with 3-way match experience* You have superior attention to detail, are inquisitive, analytical and have strong communication skills.* You're also a self-starter, system savvy and a team player with a desire for career growth in accounts payable or general ledger accounting.* You look for ways to improve the accounts payable process and its efficiency.* You are a process-oriented individual who is flexible enough to thrive in a startup setting.* You love getting 'hands on', have a strong work ethic, while also seeing the big picture.* You have the ability to adhere to deadlines in a fast-paced changing environment*YOU'RE EXCITED ABOUT THIS OPPORTUNITY BECAUSE YOU WILL...** Assist with month-end close by performing journal entries and account reconciliations* Process high volume invoices ensuring proper GL coding and approval.* Identify, analyze, and communicate discrepancies* Process Return to Vendor and Vendor Chargeback debit memos* Reconcile vendor and factor statements timely* Work with AP leadership team to resolve transactions, monitor and resolve aged invoices and support the team in various day to day activities and tasks* Identify process opportunities for process improvements and draft simple desktop proceduresJob Type: Full-timePay: $23.00 - $25.00 per hourSchedule:* Monday to FridayWork Location: One location Show more details...
Sales Associate
via American Banker posted_at: 19 days agoschedule_type: Full-time
Growing company has full and part time positions available with flexible schedules.Duties include:* Office Assistant duties* Answering phones* Building rapport with potential clients* Appointment settings* Following up with billing and underwritingThis position includes an hourly rate plus commissionWe are looking for Property and Casualty and Life and Health insurance agents. If you are not... licensed you must be willing to obtain your license within Growing company has full and part time positions available with flexible schedules.Duties include:* Office Assistant duties* Answering phones* Building rapport with potential clients* Appointment settings* Following up with billing and underwritingThis position includes an hourly rate plus commissionWe are looking for Property and Casualty and Life and Health insurance agents. If you are not... licensed you must be willing to obtain your license within 60 days.Pay: $20,000.00 - $35,000.00 per yearContract type:* PermanentWeekly day range:* Monday to FridayWork Location: In person Show more details...
Public Relations
via American Banker posted_at: 19 days agoschedule_type: Full-time
Office Location:New York, NY.Responsibilities:Public relations and social media analyst.Requirements:Minimum 3 to 5 years hands on experience required.Must have experiences in customer account opening, onboarding,operations, and trade settlement.FINRA Series 7, 63 licenses required.Webull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to... building a company that represents a variety of backgrounds, Office Location:New York, NY.Responsibilities:Public relations and social media analyst.Requirements:Minimum 3 to 5 years hands on experience required.Must have experiences in customer account opening, onboarding,operations, and trade settlement.FINRA Series 7, 63 licenses required.Webull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to... building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.Please email resume and salary requirements to careers@webull-us.com.Contact: careers@webull-us.com Show more details...
Executive Assistant to CEO
via American Banker posted_at: 26 days agoschedule_type: Full-time
CLICK HERE>>> Part 2 of Application Process: Culture IndexI . SummaryThe Executive Assistant provides high-level guidance and support to the Chief Executive Officer by overseeing schedules, projects, and a well-balanced variety of organizational duties. The Executive Assistant serves as the primary point of contact for all matters pertaining to the Chief Executive Officer.II. Essential... FunctionsEnsure the Chief Executive Officer direct reports CLICK HERE>>> Part 2 of Application Process: Culture IndexI . SummaryThe Executive Assistant provides high-level guidance and support to the Chief Executive Officer by overseeing schedules, projects, and a well-balanced variety of organizational duties. The Executive Assistant serves as the primary point of contact for all matters pertaining to the Chief Executive Officer.II. Essential... FunctionsEnsure the Chief Executive Officer direct reports are making decisions and acting in accordance with the Vision and Core Values set forth.Assist the Chief Executive Officer direct reports as needed in an Admin or Executioner capacity.Consistently remind, provide for, and anticipate the needs of the Chief Executive Officer in a timely manner.Meet weekly to discuss tasks, to-do lists and goals for the week.Manage email inbox, folders, and to-do list with proper calendar documentation ensuring the Chief Executive Officer remains on schedule and prepared.Open, sort and compose correspondence of communications (handwritten notes, emails, phone conferences) and documents for meetings.Schedule, manage and accompany the principle to luncheons, meetings, and travel, inclusive of detailed itineraries and notes as needed.File and retrieve corporate documents, records, and reports requested by or of the principle in a timely manner.Perform general office duties, management of expenses, ordering and purchasing of supplies, records management, office management and meals, as requested.Provide concise and timely updates on day-to-day project status and company activities.Run personal errands, drop-offs/pick-ups as needed.Discuss and execute their personal professional goal planning Help to conceptualize the visions and projects of the Chief Executive Officer, ensuring completion.Work with Marketing and HR on any company-wide events, parties, luncheons, distribution of holiday cards, gifts, and donations when requested.Work with Office Manager for office needs and requests.Provide support for Executive(s) when necessary Show more details...