10 compliance consultant jobs found

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46804   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46814   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking - Client Consultant I   Location Rochester, IN 46975   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C lient...

Position Title Branch Banking – Client Consultant II   Location South Bend, IN 46619   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Inside Sales Associate Manager directs a team of sales agents in all aspects of incoming call center operations. Implements and reviews call center policies and procedures. Develops and monitors quotas for service volume and timelines. Work with multiple departments across the business, including, Workforce Management, Human Resources, Client Services, Compliance, Strategic Partnerships, and Customer Care to identify and resolve agent issues. Key Responsibilities • Comply with quality targets as established by the organization...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Indiana and Kentucky . As  Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives....

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The Information Technology department at OneAmerica is on a journey to transform our current capabilities to become a digitally enabled organization. We are shifting from stand-alone systems to collaborative intelligent solutions that work together to deliver workflow management, customer engagement, data and innovation. Our cloud and engineering teams have the potential to shape the future by solving thought-provoking problems and using transformational technologies to further enhance our capabilities in this journey. You’ll have the chance to thrive...

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

Job Title: Internal Auditor FLSA Status: Exempt Job Family: Finance Department: Finance Reporting  Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Assist in the performance of independent and objective assurance and consulting activities for the company. Interpret the results of test work and identify and make recommendations for improvement in operations. Promote effective controls throughout the organization, focusing primarily on ensuring compliance with the Model Audit Rule (MAR).   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Execute the approved annual audit plan in accordance with departmental and professional standards. Provide reasonable assurance that risk management, control, and governance systems are...

Job Title: IT Auditor I (GRC Analyst I) FLSA Status: Exempt Job Family: Information Technology Department: IT - Information Security Location: Corporate Office (Fort Wayne IN) JOB SUMMARY Assist in executing governance, risk, and compliance activities, including internal IT audits, policy reviews, and collaboration with IT Management to ensure effective controls and regulatory compliance. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Learn and participate in the risk and control consulting for IT and business departments with understanding and fulfilling their responsibilities related to IT governance, risk, and compliance. Assist with assigned tasks from the IT Audit Plan as directed by team lead and management. Assist with...