887 Banking & Finance jobs in Mineola

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. 

The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. 

Primary responsibilities include

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. 
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 7, 63, 65 (or 66) active and valid.
• A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
• A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
• Demonstrated track record in new business development and client book management.
• Proven experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.
• Comfortable operating in a dynamic, entrepreneurial environment.
• Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F 
 

#LI-CITIZENS6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Clearly communicates in English and Spanish is helpful;
• proficient reading, writing, grammar, and mathematics skills;
• proficient interpersonal relations and communicative skills;
• general knowledge of retail banking paying and receiving policies, procedures and regulations;
• moderate PC skills, including working knowledge of Microsoft Office software.

Overview

Conduct review of denied claims and audits of registration/insurance verification activities to improve denial rates and enhance revenue. In-service staff on Insurance identification/verification and reporting. When directed, audit duties are under the direction of Compliance Program.

Responsibilities

• Establish and maintain positive relationships with patients, visitors, and other employees. Interacts professionally, courteously, and appropriately with patients, visitors and other employees. Behaves in a manner consistent with maintaining and furthering a positive public perception of Bronxcare Health System and its employees.

• Contributes to and participates in the Performance/Quality Improvement activities of the assigned department. Contribution and participation includes data collection, analysis, implementation of and compliance with risk management and claims activities, support of and participation in Continuous Quality Improvement (CQI) teams, consistent adherence to the specific rules and regulations of the Bronxcare Health System (a) Safety and Security Policies, (b) Risk Management: Incident and Occurrence Reporting, (c) Infection Control Policies and Procedures and (d) Patient and Customer Service.

• Works with Clinic Administration to increase revenue and improve cash flow by reducing payment denials and system bill holds. Bill Hold Tracker to be kept up to date (Pre & Post Billing).

• Develops with Clinic Operations corrective action plans to improve insurance identification and reporting.

• Coordinates with Patient Financial Services (PFS) and Information Services to improve systems communication, tracking and reporting i.e. denial, hold and activity reports.

• Maintains a Clinic Insurance Eligibility Hotline for financial eligibility questions.

• Works with clinics and PFS to improve communication and feedback to ensure timely, complete and accurate billing.

• Informs clinics of policy, system and operational changes regarding insurance, eligibility and reporting, i.e. Managed Care Payers, Medicare. Keeps front-end administrators up-to-date with payer changes or guidance.

• Maintains and reconciles daily therapy services.

• Assists clinics in account updating and information reporting.

• Performs in-service as needed for insurance identification and reporting. Coaching and performance reviews for various clinic locations.

• Identifies that provider credentialing information is consistent in each system along the billing continuum and reports discrepancies to management.

• Identifies and reports operational issues to management and recommends corrective action plan helping to drive revenue.

• Identifies the specific reason codes for 277 responses and distributes to the billing managers on a daily basis.

• Epremis productivity and edits are monitored and reported on a weekly basis to identify possible high impact spikes. Then implements procedure changes in workflow to improve productivity.

• Registration Reconciliation Reporting with various departments.

• Miscellaneous insurance report reviewed daily and identified claims for possible correction.

• Reviews daily interface rejection report in a timely manner.

• Authorization/Correspondence to be scanned into the DMS system.

Qualifications

• Five (5) years of Hospital/Healthcare patient accounts experience.

• High School or GED

• Bachelor’s

• Basic Computer knowledge

Job LocationsUS-NY-Bronx

ID2025-5103

Category Patient Financial Services

Position Type Regular Full-Time

Division BronxCare Hospital Center

Min USD $76,750.00/Yr.

Max USD $78,750.00/Yr.

Shift Evening Shift

Department : Name Patient Financial Services (BHCS)

Unternehmensbeschreibung Wir sind als eine der führenden europäischen Management- und Technologieberatungen ein echter Tech-Player. Wir sehen uns als Vordenker*innen, handeln und denken strategisch, entwickeln mit unseren Kunden maßgeschneiderte Lösungen, sowie präzise Prozesse und implementieren innovative Technologien. Weltweit sind wir über 50.000 tech-affine und kluge Köpfe – gemeinsam gestalten wir die Zukunft unserer Kunden und die der Gesellschaft. Bist du bereit, das digitale Europa mitzugestalten? Stellenbeschreibung Mit deiner Beratungserfahrung für das SAP Financial Services Data Management (FSDM) wirst du die Organisationsentwicklung in unserem wachsenden Team gestalten Dabei arbeitest du eng mit den verschiedenen Fachbereichen aus der Gesamtbanksteuerung (Meldewesen, Risikomanagement und Accounting) zusammen Mit deiner Lösungsexpertise übernimmst du Verantwortung in der fachlichen Weiterentwicklung unseres Teams und unserer Service Offerings In der Anbahnung neuer Projekte gestaltest du mit deiner Fachexpertise das kundenspezifische Beratungsangebot In unseren Projekten berätst du unsere Kunden ausgehend von der Konzeption bis hin zur Implementierung von Lösungen im Umfeld von SAP FSDM Neben der Expertenrolle wirst du in unseren Projekten auch verantwortliche Rollen als Product Owner oder Team Lead übernehmen Beratung heißt Flexibilität: Dein Projekteinsatz richtet sich nach unseren Kunden und deiner Projektsituation – du arbeitest deutschlandweit in unseren Offices, beim Kunden vor Ort und von zu Hause Qualifikationen Du verfügst über ein abgeschlossenes Studium der (Wirtschafts-) Informatik, -Mathematik, Wirtschaftswissenschaften oder ein vergleichbares Studium Zudem bringst du fundierte Erfahrung als Consultant für SAP Banking-Lösungen ein Deine Expertise in der Gesamtbanksteuerung in Bankensowie fundiertes Wissen über die Prozesse der Datenverarbeitung gehören zu deiner Kernkompetenz GuteDeutsch- (ab B2 Niveau) und Englischkenntnisse runden dein Profil ab Zusätzliche Informationen Weiterbildung: umfangreiche fachliche und methodische Trainings inkl. Zertifizierungen sowie vielfältige Entwicklungsperspektiven innerhalb des Unternehmens Work-Life-Balance: hybrides Arbeiten innerhalb von Deutschland und für einen begrenzten Zeitraum in definierten EU-Ländern, Familienservice, Firmenfitness sowie die Möglichkeit zu einem Sabbatical Flexible Urlaubsgestaltung: 30 Tage Urlaub und die Möglichkeit zur individuellen Erhöhung oder Verringerung des jährlichen Urlaubs um bis zu 5 Tage IT-Equipment: Wir unterstützen dich bei der Ausstattung von benötigtem Zusatz-Equipment für ein optimales ortsflexibles Arbeiten Selbst fahren: Firmenwagen und Dienstfahrrad per Gehaltsumwandlung Unser Mindset: Teamspirit, offene Türen, Duzkultur, gelebte Vielfalt Vielfalt ist eine wichtige Grundlage unserer Unternehmenskultur. Wir möchten ein inklusives Umfeld schaffen, das die Diversität all unserer 2.600 Mitarbeitenden in Deutschland und Österreich berücksichtigt und in dem du dich bestmöglich entfalten kannst. Denn wir bei Sopra Steria sind davon überzeugt, dass deine Individualität der Schlüssel zu einem nachhaltigen Unternehmenserfolg ist. Wir setzen uns für eine nachhaltige Zukunft ein: Ob mit konzernweiten Stipendien- und Corporate Volunteering-Programmen oder mit Projekten zur Förderung von Bildung, Chancengleichheit und digitale Inklusion – wir übernehmen Verantwortung für die Gesellschaft. Wir glauben fest daran, dass digitale Innovationen ein Schlüssel zu Gleichberechtigung, Inklusion und Klimaschutz sind. Impressum #J-18808-Ljbffr

• Ability to meet goals set; production, new relationships, budgets, and new deposits etc.
• Source new clients and maintain an existing portfolio of relationships.
• Present loan packages to loan committee.
• Interact with leadership and clients in a professional manner.
• Represent bank in local community.
• Complete periodic reviews.
• Analyze and present new, renewals and loan modifications to leadership.

• Experience with credit analysis, completion of formal credit training preferred.
• Ability to work hand in hand with credit team, leadership and clients.
• Experience with SBA or Commercial lending.
• Knowledge of SBA 7A and 504 and C&I commercial lending loan programs.

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. What You'll Bring: Minimum bachelor’s degree in economics, behavioral economics, finance, statistics, industrial engineering, mathematics, social sciences, computer science, or related field(s) Minimum 2 years of work experience preferably in retail banking, payments industry, data analytics, financial services, or consulting Proficiency in Microsoft Excel, SQL, and PowerPoint Ability to perform data analytics to draw insights out of data and develop a storyline for client presentations Strong verbal and written communication skills to directly interface with internal stakeholders on a daily/weekly basis Responsible for multi-faceted consulting/advisory relationship with market leading U.S (United States). consumer bank (credit cards, retail deposits and other loan types).Consulting engagement is comprised of the following products/services: syndicated benchmark studies, dedicated analytics, and modeling solutions Provide support in the areas of business strategy, product management, pricing/profitability, customer rewards, prospect targeting and risk/fraud Impact You'll Make: Supports creating a project scope and analytic approach in response to requests from stakeholders Ability to manage day-to-day communications and status update meetings to align on work objectives Ability to independently manage own workflow for analytic projects Provides oversight and technical support to other team members Validates that data is accurate and deliverables are client ready both for work produced by the individual and by other team members Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Pay Scale Information : The U.S. base salary range for this position is $62,000.00 - $90,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Regular, fulltime non-sales positions may be eligible to participate in TransUnion’s annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Specialist II, Business Operations #J-18808-Ljbffr

Logistics at full potential.

At GXO, were constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, youll have the support to excel at work and the resources to build a career you can be proud of.

**This role will be hybrid in Greenwich, CT**

You know the future holds endless possibilities, so you like to plan, strategize, and dream big. As the Senior Cost Reporting Analyst, you will report directly to the Director of Corporate FP&A. You will work cross-functionally with stakeholders and members of the Corporate FP&A team to provide reliable, consistent, and accurate analysis to aid in decision making. This includes solid business reporting skills, the ability to integrate different parts of the business, and gain visibility on performance, drivers, risks, and opportunities. In this role, youll have the ability to positively affect GXOs future through advice and counsel while creating long-term success for the company and for yourself.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.

What youll do on a typical day:

• Design and deliver cost reporting out of FP&A system (ePBCS) combined with HR data (Workforce analytics) resulting in function cost and operating spend views.
• Work with the controllership organization to improve the quality and granularity of data input from ERPs to increase report accuracy over time.
• Support and shape projects with all relevant data inputs needed by the project leadership to set targets, analyze cost bases, and track progress.
• Maintain up to date information in the critical data cubes used for both regular reporting routines and ad hoc analysis
• Partner with FP&A teams in the regions to complete data and maximize accuracy.
• Produce reliable analyses to support management decisions and address ad hoc queries from senior leadership, including the CEO and CFO.
• Leverage partnerships with other functions to identity opportunities and combine datasets in an effort to provide insight to management, identify potential sources of information, and influence decision making.
• Deliver back-up support to other senior analysts in the Corporate FP&A teams including Companywide MOR production, Earnings KPI production, and support material production of the Board of Directors.
• Translate technical, financial, and strategic objectives to educate stakeholders and contributors from other parts of the organization to drive alignment (e.g., Finance for Non-Finance) for key terms, metrics, KPIs, calculations, etc.
• Act as a source of knowledge within the Corporate FP&A team for specific functions, becoming the FP&A point-of-contact for a sub-set of key stakeholders within the relevant functions.

What you need to succeed at GXO:

At a minimum, youll need:

• Bachelor's degree in Finance, Accounting, or a related field, or equivalent experience.
• 2 years of experience in Financial Planning and Analysis (FP&A), including budgeting and forecasting experience.
• Experience with Microsoft Office; advanced Excel skills with the ability to create complex formulas.

Itd be great if you also have:

• Masters degree in Finance/Accounting, Business Administration, or related field.
• Financial certifications including ACA, ACCA, CPA, Chartered Accountant, or applicable professional designation
• Prior experience in tools to leverage large datasets including PowerBI, Alteryx, Python, or similar.
• Solid communication skills and the ability to effectively communicate complex financial concepts to various user groups.
• Ability to think critically and leverage available resources to troubleshoot reporting issues and data anomalies.
• Solid drive to seek continuous improvement in reports and processes during companywide growth and expansion.

We engineer faster, smarter, leaner supply chains.

GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team energetic, innovative people of all experience levels and talents who make GXO a great place to work.

We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.

GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.

All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.

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