Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b

**This is a part-time, onsite position. 30 hours per week** The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. The Relationship Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through our branch locations and over the phone. This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members. Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment. This person may also be relied on to complete teller duties and transactions as needed in the course of the day. Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence. Answer questions and/or resolve complex technical problems on member accounts. Responsible for the processing of in-branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Offer solutions that add value to their relationship with the credit union. Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. Take complete ownership of ever call. Conduct teller transactions in an accurate and efficient manner. May assist in the planning and implementation of branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets control. Requirements Experience A minimum of one year up to three years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

We are a boutique business law firm looking for an experienced and detail-oriented bookkeeper and office administrator to join our team at our office in San Jose (near SJC Airport). This is a full-time role for someone who excels at managing financial records and wants to contribute to our success. Responsibilities: • Enter time and expense entries in Mycase software. • Maintain and update financial records, including accounts payable and receivable. • Track client payments and handle invoicing. • Receiving and greeting clients at front desk (low traffic). • Answering phone calls. • Assist in court filing and calendaring. • General office admin and other tasks as needed. Qualifications: • Proven experience as a bookkeeper, preferably in legal industry. • Proficiency in Mycase (desired but not required, we will train). • Strong attention to detail and organizational skills. • Ability to multitask and prioritize tasks independently. To Apply: Please send your resume and a cover letter detailing your relevant experience and why you are a great fit for this position.

The Position Our bank client is seeking to fill a Commercial Loan Portfolio Manager role in the Murfreesboro, TN area. This selected candidate will be responsible for independently managing a large Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position). Commercial Loan Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Bank’s loan policy. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, and time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. Benefits This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position).

Ready to launch your career in finance and sales? BFA Business Capital is seeking energetic, driven individuals to join our high-performing sales team. If you’re looking for a fast-paced role where your hustle pays off and your growth is unlimited — keep reading. We’re a leading small business finance firm with 18 years in the industry and over $500 million funded to date. But we’re not a stuffy corporate office — our team thrives in a startup-like culture where energy is high, pizza is weekly, and success is celebrated. What You’ll Be Doing: Speak with small and midsize business owners to understand their funding needs Educate clients on our financial solutions and guide them through next steps Work warm leads provided daily Log details into our CRM system to stay organized and efficient Collaborate with a fun, motivated team who wants to see you win Why You’ll Love It Here: Uncapped commission with monthly bonuses Pizza Thursdays & fun team incentives (Spiffs!) Learn the ins and outs of small business finance — no degree in finance required Work in a great location (Starbucks, Chipotle, Dunkin' all nearby) A team that’s supportive, social, and focused on growth — both yours and ours What We’re Looking For: A “go-getter” attitude — you're motivated by results and eager to grow Excellent verbal communication and active listening skills Organized, tech-comfortable, and reliable with time management Open to feedback and always hungry to improve Nice-to-Haves (but not required): Experience with MCA (Merchant Cash Advance) Debt collections or B2B sales background Ready to make real money while building real skills? This is your chance to break into a lucrative industry, work alongside pros, and build a career that rewards ambition. Training is provided — what you bring is hustle, heart, and hunger. Apply now and let's grow together.

Thank you for considering the Senior Director, Client Success role with Moonbug Entertainment, an award-winning global entertainment company inspiring kids everywhere to laugh, learn and grow.  The company is behind some of the biggest kids’ entertainment brands in the world including CoComelon and Blippi. Moonbug believes every child should have access to our entertaining and enriching content, which is why our shows are available on more than 150 video platforms globally including Netflix, Disney+, BBC iPlayer and YouTube Kids. Moonbug is also a global leader in pre-school music and audio experiences, available on 100+ audio platforms globally. Moonbug brands extend far beyond the screen to include streaming music, toys, games, books, live events, and even theme park exhibits.   Moonbug is part of Candle Media, an independent, creator-friendly home for cutting-edge, high-quality, category-defining brands and franchises. By bringing together elite talent operating at the intersection of content, community, and commerce, it helps to position leading entertainment businesses for accelerated, sustainable growth in the current market and beyond. The Role Moonbug Entertainment is seeking a strategic and dynamic Senior Director of Client Success to lead our global client success function. In this role, you will oversee a high-performing team responsible for nurturing relationships with our key brand, platform, and licensing partners. Your leadership will ensure that we deliver world-class service, drive long-term value, and achieve outstanding results for our partners. This is a highly visible role that requires strong business acumen, a passion for storytelling and entertainment, and a proven ability to grow relationships within the digital media space. Responsibilities Lead, mentor, and develop a global team of client success managers, providing clear direction, performance management, and coaching. Define team KPIs and establish a culture of accountability, collaboration, and continuous improvement. Serve as a senior strategic partner to high-value clients, building trusted relationships and ensuring alignment on mutual goals. Drive client satisfaction, retention, and renewal by proactively identifying needs, challenges, and opportunities. Collaborate with sales to identify and pursue upsell and cross-sell opportunities, contributing to overall revenue growth. Partner closely with internal teams (Sales, Marketing, Creative, Legal, Product, and Production) to align on client strategies, campaign delivery, and operational success. Champion the voice of the client across the organization, ensuring their feedback informs business decisions and product roadmaps. Refine and scale best-in-class client onboarding, engagement, and reporting processes. Oversee the implementation and optimization of CRM tools and dashboards to track client health, deliverables, and performance. Monitor client KPIs and satisfaction metrics, providing insights and strategic recommendations to internal stakeholders and executive leadership. Requirements 10+ years of experience in client success, account management, or partner development within digital media, entertainment, or tech 5+ years of people leadership experience, with a track record of managing and scaling high-performing teams Proven success managing complex, global client relationships and delivering consistent growth and value Strong interpersonal and communication skills with the ability to influence stakeholders at all levels Analytical mindset with experience using data to inform strategy and optimize performance Expertise with CRM tools (e.g., Salesforce) and client lifecycle management platforms A deep understanding of the digital media landscape and children’s content is a strong plus BA/BS degree required; MBA or advanced degree preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources and more!

Walter Hansel Winery & Bistro is a family owned and operated 10,000 case winery and restaurant. Located in our vineyards west of Santa Rosa. Established 30 years ago, our current Office Manager/Bookkeeper has been with us from the beginning and is retiring. We are very strong financially and are seeking a person who desires long term secure employment. We are looking for a detail oriented, self-motivated person with a strong background in accounting, bookkeeping and banking. This person would take ownership of such primary responsibilities as financial reporting, payroll, general administration, GL preparation, accounts payable/receivable and government reporting. Proficient in Quickbooks, experience in the wine industry preferred.