5,683 Banking Solutions jobs in the United States

Functional Consultant - Banking Solutions

28412 Wilmington, North Carolina nCino

Posted 7 days ago

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Job Description

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

Bridge the gap between banking expertise and technology solutions as a trusted advisor to financial institutions implementing nCino. You'll translate complex business requirements into actionable solution designs while leveraging your deep understanding of banking operations and industry best practices to guide customers toward optimal outcomes. Working directly with clients from executives to individual contributors, you'll conduct product demonstrations, lead implementation projects, and provide strategic consulting that helps banks maximize their nCino investment. This role combines hands-on technical guidance with relationship management, requiring you to manage multiple complex projects while serving as the primary advocate for customer needs and ensuring successful adoption of nCino solutions across diverse banking environments.

Responsibilities:

  • Serve as the primary liaison between clients and the technical team, translating business requirements into solution designs and detailed functional specifications to drive measurable business value within the scope of the project. Escalate program-related issues and concerns promptly and professionally to maintain project momentum and ensure customer satisfaction.
  • Utilize knowledge of the banking industry and nCino best practices to offer strategic consulting to customers. Provide insight on industry trends and regulatory requirements to help clients stay ahead of the curve.
  • Identify innovative and efficient solutions to complex problems, enhancing the value and impact of nCino implementations. Conduct benchmarking and analysis to recommend best practices and improvements.
  • Demonstrate expertise in the nCino product, including its technical functionality and high-level data model. Guide customers in leveraging the product's capabilities to meet their specific needs and objectives, ensuring optimal utilization and satisfaction. Conduct in-depth product demonstrations and training sessions to showcase nCino's features. Provide ongoing support and troubleshooting to address any issues that arise and advocating internally for product gap resolutions on behalf of customers.
  • Drive the vision and adoption of nCino across financial institutions (FIs) by fostering relationships with key stakeholders at all levels, from executives to individual contributors. Champion the benefits and features of nCino to encourage widespread adoption.
  • Provide comprehensive project status updates and risk assessments to peers and senior management. Prepare detailed reports and presentations that highlight project progress, potential risks, and mitigation strategies.
  • Deliver clear, actionable insights that facilitate informed decision-making. Ensure transparent and consistent communication across all project stakeholders, fostering a collaborative environment.
  • Utilize project management tools and methodologies to track progress and manage resources effectively. Deploy change management principles to support customers' adoption and seamless transition to nCino products. Ensure all project activities are aligned with strategic objectives, maximizing customer engagement and deliverables are met on time and within budget.
  • Apply a thorough understanding of agile principles and nCino project methodology to ensure adherence to best practices. Lead the implementation of efficient and effective processes that drive successful project delivery and continuous improvement.
  • Serve as the primary contact and advisor for SI partners delivering nCino solutions, providing guidance and ensuring alignment with project goals. Address customization requests by conducting and presenting tradeoff analyses to customers, supporting informed decision-making. Ensure that SI partners deliver high-quality solutions that meet nCino standards.
  • Conduct regular status meetings with the project team to review progress, prioritize tasks, and address any issues. Maintain a detailed project schedule and ensure all team members are aware of their responsibilities and deadlines.
  • Provide training, support, and guidance to end-users, ensuring they are equipped to effectively utilize the software solution. Conduct workshops and create comprehensive documentation to facilitate user adoption and proficiency. Offer ongoing support to address any issues and ensure continuous improvement. Utilize training materials and user guides to help end-users navigate the software effectively.
Qualifications:

Required:
  • Undergraduate degree in a relevant field (e.g., Business, Management, Information Technology) or equivalent experience.
  • 5+ years of professional experience in banking or a related field.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Proven ability to manage complex tasks with precision, leveraging strong organizational, time management, and problem-solving skills.
  • Communicates effectively across all levels, translating complex information into clear, audience-appropriate messaging.
  • Successfully leads projects with minimal oversight, demonstrating initiative while appropriately escalating issues when needed.
  • Builds credibility and influence through transparent communication, collaborative engagement, and consistent follow-through.
  • Actively supports organizational change by identifying opportunities for improvement and constructively challenging existing processes.
Desired:
  • Salesforce experience.
  • Previous project management experience.
  • Background in multiple lines of business in banking.
  • Familiarity with agile software delivery practices and concepts.
Other:
  • Position requires travel


If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.

The pay range for this role is based on relative market data and alignment with our compensation philosophy. The range displayed reflects the minimum and maximum of the pay range for each job posting, which is used to determine new hire rates/salaries and takes into consideration multiple factors including but not limited to knowledge, skills, abilities, proficiencies, experience, education, licensures/certifications, as well as business and organizational needs. nCino reserves the right to modify the posted range consistent with our internal practices and external market movement. The recruiter for this job posting can share more compensation details during the recruitment process, as base salary is only one component of the total compensation package per position posted.

The base salary range for this job is:
$83,200.00 - $141,400.00

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work.
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Senior Counsel, Open Banking Solutions

30383 Atlanta, Georgia Confidential

Posted 7 days ago

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Job Description

Senior Counsel, Open Banking Solutions

About the Company

Join an industry-leading financial technology (FinTech) company with a global presence, pioneering in innovative solutions for financial services.

Industry

Financial Services

Company Type

Public Company

Founded

1966

Employees

10,001+

Categories

  • Financial Services
  • Financial Transactions
  • Clearinghouse
  • Finance
  • Insurance
  • Technology
  • Information Technology & Services

Specialties

  • Global digital payments/commerce
  • Technology
  • Innovative mobile payment solutions
  • Processing

About the Role

The company is looking for a proactive and detail-oriented Senior Counsel for Open Banking Solutions. The ideal candidate will be a US-qualified lawyer with substantial experience in technology and transactional law, ideally within both law firm and in-house environments. This role presents a fantastic opportunity to provide vital legal support for product development and commercial sales related to open banking and regulated products.

Key responsibilities include:

  • Conducting legal and business risk assessments
  • Advising on new product constructs
  • Drafting and negotiating sales agreements
  • Developing go-to-market strategies
  • Structuring, drafting, and negotiating various contracts in the open banking ecosystem
  • Collaborating with product, legal, and regulatory teams for compliance with laws and regulations

The ideal candidate will possess strong business acumen, excellent communication abilities, and the aptitude to simplify complex legal and technical issues. You should be ready to tackle multiple projects, possess a keen business insight, and work well within a team-focused environment.

If you have experience in open banking or regulated products, this is a specific advantage. Be prepared to take on special projects while managing day-to-day legal matters. This role offers a unique chance to contribute to a dynamic team in a company that values diversity and is committed to equal opportunity.

Hiring Manager Title
Vice President

Travel Requirement
Less than 10%

Functions

  • Legal
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Senior Counsel, Open Banking Solutions

94199 San Francisco, California Confidential

Posted 14 days ago

Job Viewed

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Job Description

Senior Counsel, Open Banking Solutions

About the Company

Join an industry-leading financial technology (FinTech) company with a global presence, pioneering in innovative solutions for financial services.

Industry

Financial Services

Company Type

Public Company

Founded

1966

Employees

10,001+

Categories

  • Financial Services
  • Financial Transactions
  • Clearinghouse
  • Finance
  • Insurance
  • Technology
  • Information Technology & Services

Specialties

  • Global digital payments/commerce
  • Technology
  • Innovative mobile payment solutions
  • Processing

About the Role

The company is looking for a proactive and detail-oriented Senior Counsel for Open Banking Solutions. The ideal candidate will be a US-qualified lawyer with substantial experience in technology and transactional law, ideally within both law firm and in-house environments. This role presents a fantastic opportunity to provide vital legal support for product development and commercial sales related to open banking and regulated products.

Key responsibilities include:

  • Conducting legal and business risk assessments
  • Advising on new product constructs
  • Drafting and negotiating sales agreements
  • Developing go-to-market strategies
  • Structuring, drafting, and negotiating various contracts in the open banking ecosystem
  • Collaborating with product, legal, and regulatory teams for compliance with laws and regulations

The ideal candidate will possess strong business acumen, excellent communication abilities, and the aptitude to simplify complex legal and technical issues. You should be ready to tackle multiple projects, possess a keen business insight, and work well within a team-focused environment.

If you have experience in open banking or regulated products, this is a specific advantage. Be prepared to take on special projects while managing day-to-day legal matters. This role offers a unique chance to contribute to a dynamic team in a company that values diversity and is committed to equal opportunity.

Hiring Manager Title
Vice President

Travel Requirement
Less than 10%

Functions

  • Legal
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Senior Counsel, Open Banking Solutions

63366 O'Fallon, Missouri Confidential

Posted 22 days ago

Job Viewed

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Job Description

Senior Counsel, Open Banking Solutions

About the Company

Join an industry-leading financial technology (FinTech) company with a global presence, pioneering in innovative solutions for financial services.

Industry

Financial Services

Company Type

Public Company

Founded

1966

Employees

10,001+

Categories

  • Financial Services
  • Financial Transactions
  • Clearinghouse
  • Finance
  • Insurance
  • Technology
  • Information Technology & Services

Specialties

  • Global digital payments/commerce
  • Technology
  • Innovative mobile payment solutions
  • Processing

About the Role

The company is looking for a proactive and detail-oriented Senior Counsel for Open Banking Solutions. The ideal candidate will be a US-qualified lawyer with substantial experience in technology and transactional law, ideally within both law firm and in-house environments. This role presents a fantastic opportunity to provide vital legal support for product development and commercial sales related to open banking and regulated products.

Key responsibilities include:

  • Conducting legal and business risk assessments
  • Advising on new product constructs
  • Drafting and negotiating sales agreements
  • Developing go-to-market strategies
  • Structuring, drafting, and negotiating various contracts in the open banking ecosystem
  • Collaborating with product, legal, and regulatory teams for compliance with laws and regulations

The ideal candidate will possess strong business acumen, excellent communication abilities, and the aptitude to simplify complex legal and technical issues. You should be ready to tackle multiple projects, possess a keen business insight, and work well within a team-focused environment.

If you have experience in open banking or regulated products, this is a specific advantage. Be prepared to take on special projects while managing day-to-day legal matters. This role offers a unique chance to contribute to a dynamic team in a company that values diversity and is committed to equal opportunity.

Hiring Manager Title
Vice President

Travel Requirement
Less than 10%

Functions

  • Legal
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Senior Counsel, Open Banking Solutions

02298 Boston, Massachusetts Confidential

Posted 22 days ago

Job Viewed

Tap Again To Close

Job Description

Senior Counsel, Open Banking Solutions

About the Company

Join an industry-leading financial technology (FinTech) company with a global presence, pioneering in innovative solutions for financial services.

Industry

Financial Services

Company Type

Public Company

Founded

1966

Employees

10,001+

Categories

  • Financial Services
  • Financial Transactions
  • Clearinghouse
  • Finance
  • Insurance
  • Technology
  • Information Technology & Services

Specialties

  • Global digital payments/commerce
  • Technology
  • Innovative mobile payment solutions
  • Processing

About the Role

The company is looking for a proactive and detail-oriented Senior Counsel for Open Banking Solutions. The ideal candidate will be a US-qualified lawyer with substantial experience in technology and transactional law, ideally within both law firm and in-house environments. This role presents a fantastic opportunity to provide vital legal support for product development and commercial sales related to open banking and regulated products.

Key responsibilities include:

  • Conducting legal and business risk assessments
  • Advising on new product constructs
  • Drafting and negotiating sales agreements
  • Developing go-to-market strategies
  • Structuring, drafting, and negotiating various contracts in the open banking ecosystem
  • Collaborating with product, legal, and regulatory teams for compliance with laws and regulations

The ideal candidate will possess strong business acumen, excellent communication abilities, and the aptitude to simplify complex legal and technical issues. You should be ready to tackle multiple projects, possess a keen business insight, and work well within a team-focused environment.

If you have experience in open banking or regulated products, this is a specific advantage. Be prepared to take on special projects while managing day-to-day legal matters. This role offers a unique chance to contribute to a dynamic team in a company that values diversity and is committed to equal opportunity.

Hiring Manager Title
Vice President

Travel Requirement
Less than 10%

Functions

  • Legal
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Home Improvement Financing Enterprise Banking Solutions Specialist

84190 Salt Lake City, Utah Regions Bank

Posted 3 days ago

Job Viewed

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Job Description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Home Improvement Financing Enterprise Banking Solutions Specialist is focused on expanding relationships with Regions Home Improvement Financing (HIFi) Independent Contractors or Program Sponsors by conducting needs-based conversations on a variety of financial products and services across Region's enterprise. This role will provide exceptional customer service and build on existing relationships using extensive product and industry knowledge.
**Primary Responsibilities**
+ Utilizes complete understanding of contractor financial journey to connect value-added solutions to their financial needs and goals
+ Collaborates with branches and line of business partners to deliver knowledgeable advice and solutions to grow contractor relationships and optimize revenue opportunities
+ Makes compelling recommendations leveraging full-service bank capabilities of Regions beyond the HIFi program
+ Identifies customer needs and provides appropriate guidance and perspective about Regions' banking solutions
+ Plans and executes quality customer calls to expand existing customer relationships
+ Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
+ Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
+ Refers customers to an internal team of experts when complex financial goals and needs are recognized
+ Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by manager
+ Ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ High School Diploma or GED
+ Three (3) years of banking, sales, and/or customer service experience
**Skills and Competencies**
+ Ability to communicate effectively
+ Ability to provide excellent customer service
+ Ability to work in a collaborative environment
+ Capacity and willingness to learn quickly
+ Communicates in a positive, motivating, and persuasive way
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
+ Strong verbal, written communication, and organizational skills
Schedule:
Monday-Friday
8:30am-5:30pm
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$50,500.00 USD
**_Median:_**
$63,620.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Salt Lake City UT LOB
**Location:**
Salt Lake City, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Solutions Architect, Financial Services Banking

10261 New York, New York NVIDIA

Posted 21 days ago

Job Viewed

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Job Description

The Financial Services Solution Architect team is looking for an extraordinary person to join an experienced team of Quants and Data Scientists, engaging the finance industry with compelling examples of full-stack accelerated computing. Solution Architects work with top minds in Financial Services - Banking, Consumer Finance - to accelerate High-Performance Computing and AI workloads across various use cases. We’re seeking an inquisitive, hard-working, and creative individual passionate about helping tackle challenges. Join us in this endeavor!

What You’ll Be Doing:

  • Partner with NVIDIA Engineering, Product, and Sales teams to secure design wins at customers. Enable development and growth of NVIDIA product features through customer feedback and proof-of-concept evaluations.

  • Perform proof-of-concepts working side by side with clients, engineers, and other architects on in-depth analysis, profiling and optimization of machine learning/deep learning models to ensure the best performance on current- and next-generation GPU architectures.

  • Work directly with client ML researchers and developers/engineers on business-impacting workflows, projects, and issues to drive success using NVIDIA technology.

  • Facilitate rapid resolution of customer issues and promote the highest levels of customer satisfaction.

  • Build collateral (notebooks/ blogs) applied to Finance industry use-cases such as ML/DL, recommender systems, GNN, monte-carlo simulations, Quantitative Finance, etc. by working closely with customers.

What We Need To See:

  • BS/MS/PhD in Computer Science, Electrical/Computer Engineering, Physics, Mathematics, or other Engineering fields (or equivalent experience)

  • 12+ years experience as an ML/Software Engineer with a proven track record in writing code in Python, C+

  • Experience with ML/DL algorithms with frameworks such as TensorFlow, Jax, PyTorch, Spark, Dask

  • Ability to communicate ideas and share code clearly through blog posts, GitHub

  • Enjoy working with multiple levels and teams across organizations (engineering/research, product, sales, and marketing teams)

  • Effective verbal/written communication and technical presentation skills

  • Self-starter with a passion for growth, a real enthusiasm for continuous learning, and sharing findings across the team

Ways To Stand Out From The Crowd:

  • Experience building and deploying Banking and Payments modeling techniques, such as: Time-series, Transformers, GraphNNs, XGBoost, Recommender Systems, etc

  • Familiarity with NLP Generative and Agentic AI models, frameworks, and applications

  • Skilled in deploying ML/DL models at scale on on-prem or public cloud computing clusters in production

  • Development experience with NVIDIA software libraries and GPUs

  • Knowledge of MLOps technologies such as Docker/containers, Kubernetes, data center deployments etc. Experience working with enterprise developers building AI, HPC, or data analytics applications

NVIDIA is widely considered to be one of the technology world’s most desirable employers. We have some of the most forward-thinking and hardworking people in the world working for us. If you're creative and autonomous, we want to hear from you!

Your base salary will be determined based on your location, experience, and the pay of employees in similar positions. The base salary range is 224,000 USD - 356,500 USD.

You will also be eligible for equity and benefits ( .

Applications for this job will be accepted at least until July 29, 2025.

NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.

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Financial Services Analyst, Financial Services - Sales Assistant

83708 Hidden Springs, Idaho Nationwide

Posted 3 days ago

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Job Description

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities

  • Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
  • Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
  • Project Management: To initiate, execute, communicate and document projects as needed
  • May act as a liaison to other departments where follow-up will be required to meet customers needs
  • Assists in identifying process improvement opportunities
  • Engages, inspires, educates and mentors, new hires and incumbents
  • Collaborates with other areas to identify, analyze, and improve processes
  • Inputs and tracks into the appropriate databases

Supervisory Responsibilities

This job does not have supervisory duties.

Education And Experience

  • High School Diploma or GED (Preferred)
  • 0-2 years experience (Preferred)
  • In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations

  • Property & Casualty License (Preferred)
  • SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills

  • Advanced product knowledge and insurance regulations knowledge
  • Excellent working knowledge of Allstate s systems required to perform the role
  • Ability to sell and service policies (based on requirements of the department)
  • Ability to diffuse customers and agents
  • Excellent working knowledge of billing concepts and Allstate s billing systems
  • Effective oral and written communication skills
  • Intermediate problem-solving skills
  • Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

  • Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
  • Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
  • Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
  • Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
  • Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
  • Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
  • Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
  • Compiles management information such as contract and sold case activity as needed by internal management.
  • Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
  • Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
  • Helps with research for written responses to Nationwide formal complaints.
  • Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices

May Perform Other Responsibilities As Assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager.

Typical Skills And Experiences

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Note To Employment Agencies

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Insurance

Referrals increase your chances of interviewing at Nationwide by 2x

Investment Planning Manager/Senior Manager Senior Finance Analyst (FP&A / G&A) - REMOTE

Caldwell, ID $77,969 - $41,371 3 hours ago

Senior Financial Analyst FP&A Productivity & Metrics Senior Associate, Negotiations & Deal Modeling

Boise Metropolitan Area 122,500 - 192,500 2 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Principal Solutions Architect, Financial Services , Financial Services Industry

10261 New York, New York Amazon

Posted 9 days ago

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Job Description

Description

AWS is looking for experienced Solutions Architects to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technologies. This is an ideal role for someone with deep experience in the FS industry, expert knowledge of FS applications and infrastructure, and a solid understanding of how cloud services can help FS customers transform their data centers, and more quickly develop innovative industry solutions.

AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector.

Key job responsibilities

In this role, you will serve as a core member of the Financial Services industry team, and play a key role in executing our go-to-market strategies and programs at a country or area level. You will identify FS customer needs specific to your area or country; and engage directly with customers and account teams to determine business needs, and help define and develop industry solutions. You will also help coach SAs who are directly supporting FS customers as part of the AWS account teams, and gather and provide feedback to engineering teams on how to help FS customers more easily adopt AWS services.

The ideal candidate will have experience coaching senior engineers or solutions architects; working directly with customers; and helping to define and deploy secure, scalable, and reliable cloud solutions in Financial Services.

As a Principal FSI GTM SA, travel up to 30% could be included and will be discussed at the interview stage.

About the team

About AWS

Diverse Experiences

AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.

Why AWS?

Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.

Inclusive Team Culture

Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.

Mentorship & Career Growth

We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.

Work/Life Balance

We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.

AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.

The AWS Industries team is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our industry customers, which means that we focus on business outcomes and industry use cases on behalf of our customers, whether that is how we build products and solutions, how we sell, how we deliver, or how we partner.

Basic Qualifications

  • 10+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience

  • Bachelor's degree in computer science, engineering, mathematics or equivalent

  • Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing

  • Experience communicating across technical and non-technical audiences and at C-level, including training, workshops, publications

Preferred Qualifications

  • Knowledge of distributed systems design and implementation or equivalent

  • Knowledge of large scale automation and workflow management or equivalent

  • Knowledge of database design and implementation or equivalent

  • Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers

  • Experience architecting, migrating, transforming or modernizing customer requirements to the cloud

Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.

Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.

Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $164,500/year in our lowest geographic market up to $284,300/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.

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Principal Solutions Architect, Financial Services , Financial Services Industry

10176 New York, New York Amazon

Posted 4 days ago

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Job Description

Description
AWS is looking for experienced Solutions Architects to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technologies. This is an ideal role for someone with deep experience in the FS industry, expert knowledge of FS applications and infrastructure, and a solid understanding of how cloud services can help FS customers transform their data centers, and more quickly develop innovative industry solutions.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector.
Key job responsibilities
In this role, you will serve as a core member of the Financial Services industry team, and play a key role in executing our go-to-market strategies and programs at a country or area level. You will identify FS customer needs specific to your area or country; and engage directly with customers and account teams to determine business needs, and help define and develop industry solutions. You will also help coach SAs who are directly supporting FS customers as part of the AWS account teams, and gather and provide feedback to engineering teams on how to help FS customers more easily adopt AWS services.
The ideal candidate will have experience coaching senior engineers or solutions architects; working directly with customers; and helping to define and deploy secure, scalable, and reliable cloud solutions in Financial Services.
As a Principal FSI GTM SA, travel up to 30% could be included and will be discussed at the interview stage.
About the team
About AWS
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS?
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.
The AWS Industries team is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our industry customers, which means that we focus on business outcomes and industry use cases on behalf of our customers, whether that is how we build products and solutions, how we sell, how we deliver, or how we partner.
Basic Qualifications
- 10+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience
- Bachelor's degree in computer science, engineering, mathematics or equivalent
- Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing
- Experience communicating across technical and non-technical audiences and at C-level, including training, workshops, publications
Preferred Qualifications
- Knowledge of distributed systems design and implementation or equivalent
- Knowledge of large scale automation and workflow management or equivalent
- Knowledge of database design and implementation or equivalent
- Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers
- Experience architecting, migrating, transforming or modernizing customer requirements to the cloud
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $164,500/year in our lowest geographic market up to $284,300/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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