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Category:Banking & Financial Services

Financial Planner - Symonds Wealth Management63392016906371120

Financial Planner - Symonds Wealth Management

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities • Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning • Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews • Manage data and plans in financial planning software • Learn the technical aspects of the advisor position and prepare to service clients independently • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply • Deepen client relationships and establish credibility and rapport both in person and via phone • Clearly articulate complex concepts to customers • Proactively communicating with clients and following up on all contacts assigned • Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork • Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc. • Other duties as assigned Knowledge, Skills, and/or Abilities • Strong understanding of financial services industry and diverse investment products • Basic computer skills are essential (Outlook, Word, Excel and Power Point) • Excellent communication skills, both verbally and in writing • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once • Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor’s degree (finance, accounting or related field preferred) • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 63 required • Series 65/66 preferred (or ability to obtain) • CFP or CIMA preferred Knowledge, Skills, and/or Abilities

Fort Worth, TX, USA

Purchasing Coordinator63392015885187121

Purchasing Coordinator

The purchasing coordinator is responsible for ordering all hospital supplies and ensuring that all departments and units are fully stocked. Supervision of the inbound/outbound materials, oversight of the purchase and delivery of medical supplies, along with placement of delivery orders are included in the scope of the role. Duties include but are not limited to: Manage expenses by maintaining an accurate log of expenditures to be submitted to CFO for regular month-end financial review Establish an inventory maintenance process that can be scaled and adapted hospital-wide. The inventory maintenance process should focus on expiration dates, supply count, rate of refill, and cost Assist in coordinating all inbound and outbound traffic to maximize cost-effectiveness Provide expert insight on supply chain solutions to C-Suite Executives and Department Heads to ensure supply solutions are met and maintained Develop and maintain client relationships by providing best-in-service customer care Leverage vendor relations to negotiate and maintain best rates consistent with company policy and procedure Observe and adhere to company policies and procedures Requirements Ability to meet needs in a high-speed healthcare setting Ability to lift and or move (minimum of 25 lbs.) materials using proper body mechanics Ability to support job function by way of standing, sitting, or lifting for prolonged periods of time (the employee may be required to stoop, kneel, crouch, crawl, or lift) High School diploma or equivalency. Required and preferred qualifications: Preferred: Working knowledge of medical supplies Bachelor’s degree in a related field 1 year healthcare experience 2 years of experience in supply chain Excellent organization, cross-collaborative communication, and planning skills Required Driver’s license High school diploma or equivalent Willingness to submit to a pre-employment drug screen, physical, and background test Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Life Insurance (Basic, Voluntary & AD&D) Short Term & Long Term Disability

DeSoto, TX 75115, USA

Client Service Associate - Symphony Wealth Group63393481434115122

Client Service Associate - Symphony Wealth Group

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office. • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation. • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards. • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance • Maintain CRM database; define and ensure adherence to appropriate client service models. • Manage multiple and competing priorities daily in pursuit of business objectives. • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages. • Other duties as assigned. • This is a Full Time position in the office Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities • Basic computer skills (Outlook, Word, Excel. Adobe) • Strong administrative and time management skills with superior attention to detail. • Able to work independently and effectively manage multiple tasks at once. • Excellent communication skills, both verbally and in writing. • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment. • High School Diploma or Associate's degree required • Previous experience in financial services a plus

Member Service Representative II63500035838979123

Member Service Representative II

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.

Richardson, TX, USA

Member Services Representative II63392034459523124

Member Services Representative II

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 prioritize providing outstanding service and products to our members, and we cultivate a positive employee experience. We have been recognized as a Best Company to Work for in Texas for nine consecutive years and as a Best and Brightest Company nationally and locally because we are committed to fostering fulfilling careers. We invite you to explore this opportunity to join us by completing our online application. This position is located in our Oak Lawn Branch. As a Member Services Representative II, you will serve as a crucial liaison between members and the Credit Union. Your responsibilities include providing account information, opening new accounts, and addressing members' daily credit union needs. You will perform routine transactions such as deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Additionally, you will interview loan applicants and process applications, gathering necessary information and analyzing credit histories. ESSENTIAL DUTIES AND RESPONSIBILITIES Cross-sell a range of credit union products, including loans, deposits, and electronic services. Handle cash and checks for deposit, verify amounts, and ensure proper endorsements. Process payments for loans and credit cards accurately. Maintain an accurate record of transactions through computer data entry. Assist in the loan process, ensuring accuracy and compliance with policies. Keep up-to-date on lending procedures and credit union guidelines. Balance the cash drawer at the end of each shift. Open new accounts, verifying member eligibility. Provide a variety of transaction services and resolve member inquiries. Perform end-of-day and end-of-month audits as needed. Open and close the branch as necessary. The pay range for this position is $18.58 - $23.23 per hour, based on experience. Requirements EDUCATION and/or EXPERIENCE High school diploma or equivalent is required; must have at least one year of related experience and/or training, or an equivalent combination of education and experience. Candidates should be self-motivated, service-oriented, and capable of performing a variety of tasks successfully. 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.

Dallas, TX, USA

Personal Banker/Member Services Representative III63392083326595125

Personal Banker/Member Services Representative III

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 Mesquite branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus. SUMMARY Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, and handles member's daily credit union needs. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. 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. Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. Interviews applicant and requests specified information for loan application. Ensures loan agreements are complete and accurate according to policy. Serves as subject matter expert and provides assistance to members about products that best meet their needs. Acting supervisor in the absence of the Branch Manager. This includes the opening and closing of branch as needed. Works loan to obtain approval from centralized lending and then closes loan with member. Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans. Opens new accounts, checking, certificates, money markets, IRA or CD accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products. May perform the following teller duties: receives checks and cash for deposit, verifies amount, and examines checks for endorsements. This includes loan payments and processing credit card payments and cash advances. 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. Apply payments to AFCU loans, credit card payments and cash advances. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Responsible for picking up and processing the Night Drop deposits from the branch ATM. .Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handles 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. Makes copies and files correspondence and other records on a daily basis. Opens and closes the branch as needed. The salary range for this position is $20.69 -$25.86 /hr. and is based on relevant experience. Requirements EDUCATION and/or EXPERIENCE Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience. Or equivalent combination of education and experience. 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.

Mesquite, TX, USA

Futures Operations Manager63843478990467126

Futures Operations Manager

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems. Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements in accordance with exchange and regulatory guidelines. Reconciliation: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Risk Management: Identify operational risks and implement controls to mitigate potential issues related to clearing, margining, and settlement. Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation. Technology & Systems: Work with IT and vendors to onboard, maintain and improve a futures back-office clearing system. Client & Counterparty Management: Serve as the primary liaison with exchanges and clients to resolve operational issues. Team Leadership: Lead and train clearing operations staff, providing training and guidance on best practices. Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: Education: Bachelor’s degree in finance, Business, Economics, or a related field. Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm. Knowledge: Strong understanding of U.S. futures markets and clearing processes. Familiarity with exchange margining methodologies and risk management principles. Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms. Skills: Excellent analytical and problem-solving abilities. Effective communication and leadership skills. Proficiency in Microsoft Excel, clearing systems, and risk management tools. Preferred Qualifications: Experience with regulatory reporting requirements for FCMs. Knowledge of automated clearing and reconciliation solutions. Experience working with NFA and CFTC regulatory frameworks. Required Licenses: FINRA Series 3 Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Dallas, TX, USA

$125,000-155,000/year

BSA/AML Compliance Officer - To 110K - Dallas, TX - Job 348463843463587329127

BSA/AML Compliance Officer - To 110K - Dallas, TX - Job 3484

BSA/AML Compliance Officer – To $110K – Dallas, TX – Job # 3484 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a BSA/AML Compliance role in the greater Dallas, TX area. This role will be responsible for the administration of the Bank’s regulatory compliance function. This position comes with a generous salary of up to $110K and full benefits package. (This is not a remote position.) BSA/AML Compliance Officer responsibilities include: Lead and oversee the Bank’s Financial Crime Risk Management (FCRM) program, ensuring compliance with BSA, AML, CFT, OFAC, and fraud detection regulations. Design and implement appropriate quality control processes as part of the operational integrity of the FCRM program. Oversee transaction monitoring, suspicious activity reporting, and customer due diligence processes to ensure timely and accurate identification of financial crimes. Manage certain components of third-party relationships, including vendors and larger customers, ensuring they meet the Bank’s standards for financial crime risk management. Supervise and develop the BSA/AML/CFT team, fostering a high-performance culture and continuous professional growth. Work closely with internal stakeholders, including legal, compliance, risk management, and operations teams, to ensure the FCRM program is effectively integrated across the Bank. Develop and deliver training programs to ensure all employees understand financial crime risks and the Bank’s compliance policies and procedures. Promote a culture of compliance throughout the Bank, emphasizing the importance of financial crime prevention and detection. Ensure the FCRM program meets or exceeds regulatory standards, staying current with relevant laws, regulations, and industry best practices. Interpret and apply regulatory requirements, providing clear guidance to stakeholders and ensuring the Bank’s policies and procedures are compliant. Serve as the primary contact for examiners during Financial Crime-related examinations, managing the entire process from engagement to resolution, including working closely with audit teams and managing any required audits. Act as a key liaison with regulators, auditors, and examiners, providing necessary documentation and explanations related to the FCRM program. Conduct regular risk assessments to identify and mitigate financial crime risks, ensuring effective controls are in place and continuously improved. Collaborate with senior management to integrate the FCRM program into strategic banking initiatives, ensuring it supports new business lines. Prepare and present regular reports to the Board of Directors on the FCRM program’s status, including key metrics, compliance updates, and emerging risks. Lead training and education initiatives for the Board on financial crime risks and regulatory changes, fostering informed decision-making and active engagement. Ensure continuous Board involvement in overseeing the Bank’s financial crime risk management efforts. Stay informed of emerging trends and technologies in financial crime risk management, incorporating advanced analytics and innovative solutions into the FCRM program. Regularly review and enhance the FCRM program’s policies, procedures, and technologies to ensure ongoing effectiveness and efficiency. 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 in law, business administration, or similar discipline preferred Ten years direct experience in BSA/AML compliance, BSA/AML audit, regulatory examination, or a combination thereof Certified Anti-Money Laundering Specialist (CAMS) designation or equivalent required Five years direct experience leading a team or department Experience working directly with auditors to remediate compliance issues Experience in oral and written communications, including preparing reports and making presentations, to executive leadership, board and regulators Comprehensive understanding of bank deposit operations, lending activities, cash-intensive and high-risk business banking, and other related consumer banking and compliance functions Excellent communication and interpersonal skills Strong understanding of industry trends, laws, and the U.S. regulatory framework Experience developing and managing BSA/AML risk management programs at a federally regulated bank Ability to make important decisions under pressure Flexible and solution-driven perspective, and a determination and desire to find answers to complex issues Confident in managing policies, procedures and guidelines Exposure to curating, executing and monitoring compliance project. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Settlements Associate63392049786625128

Settlements Associate

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Team & Role: The Settlement Associate is responsible for clearance and settlement of various products in the US and International markets. Working knowledge of Equity, DTCC, NSCC, and back-office operation is a plus. Associate will work closely with other groups across Operations, Sec Lending, Trading ops and Compliance. The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: Daily clearance and settlement of Equity. Ensure timely settlement of trades. Instruct, monitor, and settle both free of payment and payment balance order. Security master updates and corporate action processing. Monitor and resolve suspense items and investigate position breaks Liaise with Middle Office to remediate any settlement issues. Liaise with counterparties regarding unmatched trade instructions/details and escalate issues in a timely manner. Support the business to process requests timely and efficiently. Proactively mitigate risk by reviewing and improving procedures and processes. Generate and save various settlements reports that must be distributed to various teams. Understands and follows all Regulatory and Compliance guidelines. Understanding of RegSHO 204 and 15C3 segregation rule is a plus. Collaborate with IT to identify and implement improvement opportunities. Perform and assume other duties as needed. Requirements What You Bring: 2+ years of experience in Back Office (Clearing, Corporate Actions, Settlements, etc.), Banking, Brokerage, Financial, and/or Operations environment Bachelor’s Degree or equivalent experience in Finance Familiar with Financial Markets and instruments, specifically Equities and Options Knowledge of basic accounting principles Solid analytical and problem solving skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Able to work with and coordinate with team members within the department as well as other areas of Operations Highly organized and able to prioritize multiple tasks with minimal overview Strong to moderate skills in Microsoft Excel (Able to create spreadsheets, write Macros, run Pivot Tables, Etc.) Any prior experience in Corporate Actions, DTC settlements, Securities Lending and/or Account Transfers (ACATS) preferred Active FINRA Series 99 or higher licensing a plus Benefits What We Offer: Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k Employer Contribution: We match your contributions to help you grow your retirement savings Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Dallas, TX, USA

$80,000-110,000/year

Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 279863499931517187129

Sr. Relationship Manager - To 140K + Bonus - Dallas, TX - Job # 2798

The Position Our bank client is seeking to fill a Sr. Relationship Manager role in the Dallas, TX area. The successful candidate will engage in business development activities and solicitation of new business. The position includes a generous salary of up to $140K plus bonus and an excellent benefits package. (This is not a remote position). Sr. Relationship Manager responsibilities include: Seeking, negotiating, underwriting, and coordinating the closing of major and complex commercial, commercial real estate, SBA, equipment, and some consumer loans, in compliance with the Bank’s lending policies and procedures Maintaining/acquiring relationships with existing and potential customers; visiting sites of loans; negotiating loan terms and conditions; approving loans within established lending limits or referring and recommending acceptance to the Chief Credit Officer or Loan Committee. Directly responsible for meeting annual deposit and loan growth goals assigned by Senior Management. Participating with Senior Management in developing, analyzing, and finalizing complex loan agreements with representatives of large businesses Interviewing prospective applicants and requesting all documentation/information related to loan or credit application. Performing pre-qualification assessments and analysis of financial condition and risk of financing requests within the framework of bank credit culture and current economic and industry trends from applicants. Gathering and analyzing all information necessary to present a financing request to Senior Management or Loan Committee for approval. Coordinating processing of approved loans; ensuring loans are processed according to the agreement, and customer needs and conforms to bank lending policies Ensuring that credit inquires and UCC filings are researched to determine credit worthiness and appropriate collateral positioning Updating and corresponding with legal counsel and collectors on workouts, bankruptcies, and charge-offs to ensure all possible precautionary actions or measures are taken. Providing leadership and training to loan officers and other staff members. Various duties as assigned. 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: Five or more years of commercial banking experience. Successful NMLS Registration required. Mastered knowledge of commercial, construction, real estate, and consumer loan processing. Mastered experience in all lending activities and terminology. Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies. Advanced experience with financial statements and tax return analysis Proven ability to develop marketing and business development skills with customers. Exceptional verbal, written, and interpersonal communication skills. Proficient with Microsoft Office and specialty software programs. Benefits The position includes a generous salary of up to $140Kplus bonus and an excellent benefits package. (This is not a remote position).

Dallas, TX, USA

Digital Banking Manager - To 120K - Dallas, TX - Job 559FR634998276597791210

Digital Banking Manager - To 120K - Dallas, TX - Job 559FR

Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our Dallas, TX-based bank client is seeking to fill a Digital Banking Manager role. The successful candidate will identify opportunities for strategic shifts and business process transformations, translating the Bank and business strategies into near- and long-term digital initiatives and roadmaps aligned with the Bank’s strategies to drive growth by converting traditional businesses/transactions to digital ones. This position offers a generous base salary of up to $120K and an excellent benefits package. (This is not a remote position). Digital Banking Manager responsibilities include: Developing, growing, and leading the digital banking team, including content strategy, platform strategy, product development, digital analytics, digital marketing, operations, and sales and customer relationship management. Setting and implementing a digital strategy, driving digital innovation, expanding the Bank’s digital ecosystem, and establishing and executing key performance indicators and metrics to measure return on investment for digital initiatives. Owning and centrally monitoring the digital portfolio to ensure digital bank growth and financial profitability goals are achieved and key digital initiatives across the Bank are implemented within budget, and in alignment with overall organizational direction and key strategic initiatives. Championing and driving results through engagement with teams across the Bank to generate innovative digital solutions for products, services, processes, customer experiences, marketing channels, and business models. Developing fact-based metrics to measure, monitor, and report on the ROI of digital projects to ensure they create value by improving client engagement and loyalty, driving new revenues, or achieving new efficiencies. Strongly support and adhere to information security policies and practices to ensure the safety of critical information, regulatory compliance, and appropriate levels of internal controls associated with increasing the Bank’s digital products, services, and processes to protect customer data, internal business systems, and market-facing customer solutions. Maintaining a well-balanced approach between digital growth and innovation and increases in risk to the Bank associated with fraud. Staying abreast of emerging digital trends related to technology that employ innovative solutions that improve the delivery and expansion of banking and overall financial services to meet/exceed the expectations of our customers. 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: Advanced degree in Business, Technology, or Management. Five or more years of digital banking management experience. Five or more years of strategic leadership experience and people management experience (preferably in operations, sales, customer relationships, and digital marketing). Proven record of leading successful digital transformation projects and digital team(s) for financial institutions. Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending. The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Thorough understanding of the financial services industry particularly on evolving trends and the opportunities for growth afforded by digital technology. Ability to function as a strategic leader who passionately articulates the digital future of the banking system and expands digital capability throughout the financial services system. Demonstrated cross-functional communication and relationship-building skills to generate trust, teamwork, and collaboration. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Commercial Loan Processor - To 72K - Dallas, TX - Job 3560FR634998122654751211

Commercial Loan Processor - To 72K - Dallas, TX - Job 3560FR

Commercial Loan Processor – To $72K – Dallas, TX – Job # 3560FR Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Loan Processor role located in the Dallas, TX area. The position is responsible for the preparation, accuracy, and completeness of commercial loan packages, using the Bank’s documentation system and procedures. The candidate will be processing and preparing commercial loan products, as assigned. The opportunity has a generous salary of up to $72K and a full benefits package. (This is not a remote position.) Commercial Loan Processor responsibilities include: Processing commercial loan requests for both new and renewal loans using prescribed procedures and software. Making an initial review of the loan approval (Profile), using information available on the loan processing software system and credit file, obtaining required information for underwriting, and preparing loan closing documents. Preparing all necessary loan documents including Promissory Note, Business Loan Agreement, Construction Loan Agreement, Disbursement Request and Authorization, Resolutions, and Loan Checklist using information from the loan application, profile, and title policy. Confirming loan approval authority as defined by bank policy; review and obtain an understanding of the loan transaction from the Loan Profile. Determining that initial underwriting documentation is present according to the approval document. Reviewing credit files and determining additional documentation needs to support underwriting requirements, such as entity papers, credit reports, purchase contracts, lien searches, title work, appraisal or evaluation, environmental questionnaire, survey, life insurance, and property liability insurance. Ordering supporting documentation from approved vendors and working with loan officers or customers as needed. Renewal loan processing includes entering the loan into loan software and working with the servicing loan officer to move the approved credit to close. Communicating results of documentation review and any processing issues to the loan officer on a timely basis. Balancing transactions and preparing all general ledger tickets and cashier’s checks for disbursement. Preparing wire forms, wire tickets, and authorizing wires for loan proceeds. Processing loan file post-closing, including preparation and delivery of instruction letter and the closing packet to the title company if needed. Assisting with additional loan operation roles, as requested or necessary. 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: High School Diploma or equivalent required; two (2) year degree or higher preferred. Two or more years of experience in commercial loan document preparation and/or document processing. Understanding of the required documentation for commercial term loans and lines of credit and the associated collateral documentation. Ability to prioritize work on complex loan transactions to meet scheduled loan closing dates. Knowledge of compliance requirements for commercial borrowers. Knowledge of related state and federal lending and compliance laws and regulations, and other Bank lending policies. Highly accurate data entry skills and a strong level of skill working with a variety of PC and internet applications, including LaserPro, Excel, Word, and PowerPoint, and the ability to navigate key industry-specific Internet sites. Strong multi-tasking, time management, thoroughness, and accuracy skills required. Solid communication and organizational skills with a focus on teamwork and cooperation. A high level of confidentiality is required. Ability to work under deadlines with frequent interruption. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Dallas, TX, USA

Commercial Lender - To 150K + Bonus - Dallas, TX - Job # 2642634997908396811212

Commercial Lender - To 150K + Bonus - Dallas, TX - Job # 2642

The Position Our bank client is seeking to fill a Commercial Lender role to be based in the Dallas, TX market. The successful candidate will make and service a variety of CRE, C&I, and SBA loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. This position offers a generous base salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position – must be based out of the DFW area.) The candidate can lend to clients in all of Texas and Oklahoma. Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing applicant financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. 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 in banking, finance or other related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Proven background in generating both CRE and C&I loans of between $12MM and $15MM in annual production. Formally credit trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Knowledge of the Dallas/Fort Worth commercial market is preferred. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. Benefits This position offers a generous base salary of up to $150K plus bonus and an excellent benefits package. (This is not a remote position – must be based out of the DFW area.) The candidate can lend to clients in all of Texas and Oklahoma.

Dallas, TX, USA

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