Manager, Customer Success

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Bookkeeping / Finance · Maintaining records of all financial transactions · Ensuring legal and tax requirement compliance · Cash receipts and supplier invoices . Comply with financial policies and regulations · Knowledge of both cash and accrual accounting · Prepare budgets · Collaborate with external parties in the yearly accounting review · Prepare, distribute and present financial statements on time · Monthly reconciliation of bank accounts, credit card statements, petty cash, retail sales, and investment holdings · Sales tax payments and quarterly returns · Monthly reporting for worker’s compensation · Ensure financial data confidentiality and conduct database backups · Oversee non-profit accounting and provide directions to its bookkeeper. Payroll Processing Process bi-weekly payroll and coordinate with our payroll processing company. HR support Maintain employee records and provide information as needed Basic knowledge of employment labor laws and requirements. Answer questions related to HR matters as needed. Financial Planning & Management Prepare budgets and financial projections for monthly meetings. Monthly financial reporting Correlate with company’s CPA and a committee for financial and banking matters Administrative Maintain employee’s files and update them as needed Manage and maintain up to date records of vacation, holidays and benefits Requirements Minimum five years’ experience as an accountant Experience with general ledger functions Strong analytical skills and attention to detail Agriculture and non-profit experience is a plus QuickBooks online and Microsoft Office Ability to manage priorities and meet deadlines Professional work ethics and mannerisms Self-Driven, efficient and able to work with minimum supervision Be able to develop positive relationships with vendors, suppliers and other internal and external customers Education BS in Accounting, Finance or relevant degree Additional certification (CPA or CMA) is a plus Job Type Part Time: 2-3 Days (17 - 21 hours / week). Flexible hours. No remote work. Will consider an independent contractor option.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Frisco Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $18.12- $22.66/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

ABOUT ATRIUM: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. CLIENT OVERVIEW: Our client is an international high-end spirits & liquor distribution organization looking to add a Demand Analyst. This company is looking for an experienced professional who can grow within the organization and become a key member of the team. SALARY/HOURLY RATE: $35/hr - $37/hr POSITION OVERVIEW: The Demand Analyst will be a part of the finance team. Interpreting and analyzing sales data, market trends, and internal business factors to create accurate reports and analyses. Experience in optimizing inventory and production is a huge plus. A strong emphasis on Microsoft Excel use. This role will be in a fast-paced environment with a strong emphasis on an analytical skill set. RESPONSIBILITIES OF THE DEMAND ANALYST: • Analyzing sales data and market trends to predict future demand. • Tracking and analyzing forecasts to optimize performance, production, and inventory per specific demands. • Offering insight for strategic decisions. • Supporting the development and improvement of forecasting models for the overall sales and operation planning. REQUIRED EXPERIENCE/SKILLS FOR THE DEMAND ANALYST: • 2 - 4 years of experience in supply chain & finance preferred. • Strong computer skills are required (Excel is a must). • Advanced experience with Excel. • Demand Analyst experience. PREFERRED EXPERIENCE/SKILLS FOR THE DEMAND ANALYST: • Experience within a major international organization. • SAP or TM1/Cognos is a plus. EDUCATION REQUIREMENTS: • Bachelor’s degree and equivalent experience. • An MBA or a CPA is a plus. BENEFITS: • Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off). By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy. As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. EOE/M/F/D/V/SO

Job Description: LegalMatch is looking for a detail-oriented Member Services Operations Specialist to support our Sales and Billing Departments. This person will perform well in a fast-paced environment with accuracy and confidence. This position is an administrative role where they will assist in finalizing the sales and customer service support functions. This is not a call center position. LegalMatch offers a unique environment where your ideas are always appreciated and your contributions make an important difference. All of our employees enjoy the ability to make an immediate impact, learn new things and partake in a high-energy, vibrant working environment with extremely accomplished people. Responsibilities: Tracking and updating the status of applications, writing contracts and other documents based on existing templates, obtaining records of discipline from bar associations and courts. General bookkeeping duties ranging from adding and applying invoices, account reconciliation, verification of monthly collections spreadsheets, etc. Updating of all process steps in our CRM database. Daily interface with our Sales and Customer Services departments. Responsible for updating our Sales department in relation to policies and procedures. Updating multiple spreadsheets relating to order changes, collections, and member services. Additional projects as needed. Qualifications: Previous experience as a Billing/Administrative Assistant (1+ yrs) Experience in Microsoft Office (Word & Excel). Ability to multi-task and prioritize in a deadline-oriented environment. Quickbooks would be a plus. Perks: Beautiful high-rise view overlooking the mountains, Aces ballpark, and downtown Reno. Easily accessible for public transportation. On-site coffee shop and restaurant. Free on-site Gym. Parties/Luncheons held every other week. Enjoy Free snacks, breakfasts, lunches, and company-wide parties Open concept office with sit-to-stand desks. Business casual dress code. We encourage creativity and we are tattoo/piercing and non-traditional hair color friendly. Benefits: Health, Dental, and Vision Insurance Life insurance Paid Time Off Schedule: 8 hour shifts Monday to Friday, Day Shift No nights, No weekends

Senior Accountant position with a growing Tax and Accounting firm in Redlands, CA. Pay: $25-$33 per hour based on experience This role will provide bookkeeping, sales tax and payroll processing services to small/medium size businesses in a variety of industries including construction, contractors, professional service providers, restaurants and retail. Similar experience with another Accounting company will be a big plus. Required: A. 5+ years experience in bookkeeping/accounting including bank reconciliations, recording journal entries and review of balance sheet and P&L for accuracy B. Associate or Bachelors degree in Accounting or related field and sound understanding of basic accounting principles to be able to come up with journal entries and accounting adjustments as needed. CPA, EA or Masters will be a big plus C. 2+ years experience using QuickBooks Desktop or Online (we use QuickBooks Desktop). Candidate must know how to reconcile bank accounts, post journal entries and prepare/review basic financial statements in QuickBooks Key attributes needed for this role are: - Attention to detail and high degree of accuracy - Multi-tasking - High level of integrity - Good communication skills and courteous approach towards clients and colleagues - Creative ability to find smarter, efficient ways to complete routine bookkeeping tasks This is a full-time office based role (zip 92373) so only local candidates who can commute to the office in Redlands should apply. There will be lot of opportunities for the right candidate to grow within the firm and potentially moving into a supervisory/management role as more staff is hired in the future.