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Description:
ABOUT THE POSITION The Tax-Advantaged Accounts Analyst will assist with executing the strategic direction of Individual Retirement Accounts, Health Savings Accounts, and Coverdell Education Savings Accounts. This individual will have extensive experience with the administration of retirement plans and in-depth knowledge of the rules and regulations of IRAs, HSAs, and Coverdell ESAs. The position will manage the day-to-day operations, reporting and administration of tax-advantaged accounts and provide direct and indirect member support as a subject matter expert. This position will also contribute to the overall success of the Wealth Management team and the broader Operations lines of business.&nbsp; NORMAL DAY-TO-DAY WORK<ol><li>Oversee the day-to-day operations and administration of tax-advantaged accounts, ensuring compliance with all applicable laws, regulations, organizational policies, and industry best practices.&nbsp;</li><li>Develop and manage daily processes and procedures for the tax-advantaged accounts, including, but not limited to document review, account approval, account creation, contribution, and withdrawal reporting, required minimum distribution processing, and tax reporting for distribution withholdings and year-end interest statements.&nbsp;</li><li>Formulate recommendations for policies and procedures to ensure accurate recordkeeping for tax-advantaged accounts. Identify and implement process improvements to increase efficiency, quality and member satisfaction based on industry best practices.</li><li>Build and maintain strong relationships with members, providing exceptional customer service and support.&nbsp;</li><li>Support internal business units in developing the skills and knowledge to expertly support member tax-advantaged account needs at all levels of inquiry. Help establish the Credit Union’s reputation as a thought leader in the tax-advantaged account space.</li><li>Assist with reviewing and approving all marketing material, including appropriate forms and procedures.</li><li>Develop expertise in all operational systems, applications, and ancillary tools necessary to support end-to-end processing of tax-advantaged accounts, including internal and external forms, systems, and procedures as well as reconciliation and settlement processing.</li><li>Assist with the development and preparation of timely and informative management reports to ensure expert oversight of all tax-advantaged accounts and other Wealth Management accounts, services, and portfolio activities.</li><li>Stay current with tax laws and regulations related to tax-advantaged accounts and business best practices through participation in industry events and continuing education for tax-advantaged accounts. Monitor legislative and regulatory changes that may affect retirement and savings products and make product and process recommendations as appropriate.</li><li>Support the broader Wealth Management Department and Operations lines of business by demonstrating flexibility in knowledge development and task assignment in accordance with the evolving needs of a fast-paced production driven operational department.&nbsp;</li></ol> JOB QUALIFICATIONS&nbsp;Here are a few skills you MUST have to be qualified for this position. &nbsp;<ol><li>Minimum 4 – 6 years’ experience in branch operations, member relations, or related field, with 1 – 3 years of direct experience with tax-advantaged accounts.</li><li>Experience with operations and product development while providing a high degree of innovation and vision.</li><li>Strong analytical skills with the ability to develop new products to stay competitive in the current marketplace.&nbsp;</li><li>Ability to function in a Consumer business office environment and utilize standard office equipment including, but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required on occasion.</li></ol> Here are a few qualities we’d LIKE for you to have to make you more suited for this position. &nbsp;<ol><li>BA/BS in Operations, Finance, Business Development, or related field.</li><li>Certified IRA Specialist (CIS) certification.</li></ol> OUR CULTUREOur organizations believe we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.&nbsp; If you have questions about this position description, please feel welcome to ask. You can reach our HR department at: &nbsp;Human Resources3600 Wake Forest Rd, Raleigh, NC 27609&nbsp;<a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a>

Requirements:
 PI281231397

Local Government Federal Credit Union

TAX-ADVANTAGED ACCOUNTS ANALYST

Description:
CIVIC CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.&nbsp; ABOUT THE POSITIONThe Training Specialist plays a key role in preparing new Member Service employees for success. This position is responsible for facilitating role-specific training and hands-on learning experiences that help new hires gain confidence and competence in serving Civic members. The Training Specialist delivers initial system and process training, leads structured on-the-job (nesting) sessions, and provides real-time coaching and feedback to help new employees transition smoothly into production. In addition to supporting new hire classes, the Training Specialist conducts refresher and upskilling sessions as new products, services, or procedures are introduced. This role works closely with Team Leads, Quality, and Workforce Management to align training priorities with current service and performance goals. The Training Specialist ensures training content reflects current processes, identifies opportunities to improve learning effectiveness, and helps maintain consistency across all areas of Member Services. NORMAL DAY-TO-DAY WORK<ol><li>Facilitate and deliver training to contact center representatives as they transition from new hire training to “nesting” with their assigned teams, using a variety of methods including virtual instructor-led sessions, in-person classes, computer-based modules, and other blended learning approaches.</li><li>Coordinate technical, soft-skill, and service-focused training within the department, incorporating interactive and scenario-based activities to reinforce learning.</li><li>Develop, maintain, and continuously improve course outlines, job aids, and other training materials to ensure relevance and clarity for contact center representatives.</li><li>Provide real-time coaching and support to new hires during the nesting phase to strengthen performance and confidence.</li><li>Review, edit, and validate process documentation for accuracy, compliance, consistency, and alignment with departmental standards.</li><li>Manage time and training schedules effectively to meet onboarding deadlines and class objectives.</li><li>Stay current on procedural updates, system changes, and product enhancements, ensuring onboarding content is revised promptly.</li><li>Partner with leadership and Workforce Management to plan and coordinate the seamless transition of new employees to their assigned teams.</li><li>Track and report trainee progress, engagement, and performance trends; share insights with leadership to guide follow-up support or coaching.</li><li>Actively identify opportunities to improve the onboarding experience through feedback, observation, and collaboration with peers and stakeholders.</li><li>Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.</li></ol> JOB QUALIFICATIONS&nbsp;Here are a few skills you MUST have to be qualified for this position.<ol><li>4 to 6 years of experience delivering technical and non-technical training in a professional environment.</li><li>Demonstrated success in developing clear, engaging, and effective training documents and tools to support organizational learning.&nbsp;</li><li>Excellent written and oral communication skills, planning and organization skills.</li><li>Ability to effectively build relationships, contribute as a team member, work independently and collaboratively with multiple stakeholders.</li><li>Ability to function in an office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required on occasion.</li></ol> Here are a few qualities we’d LIKE for you to have to make you more suited for this position.<ol><li>Bachelor’s degree in Learning and Development, Education, Business, Information Technology, or related field.</li><li>Financial services knowledge and/or experience.</li><li>Customer service training experience.</li><li>Administration of a learning management system.</li><li>Experience with Fiserv DNA.</li><li>CPTD or APTD certification is preferred.</li><li>Familiarity with learning &amp; development design tools (Articulate 360, Vyond, Adobe Creative Suite, etc).</li></ol> If you have questions about this position description, please feel welcome to ask. You can reach our HR Department at:&nbsp;Civic Human Resources3600 Wake Forest Road, Raleigh, NC 27609&nbsp;<a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a>

Requirements:
 PI281231396

Training Specialist

<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>We are seeking an Off Premise Beer Sales Representative for our Raleigh, NC territory. The Off Premise Beer Sales Representative works to ensure the success of the sale, volume, rate of sale growth, and brand presence to accelerate momentum for our premium brand within a dedicated territory. A high emphasis is placed on increasing the availability and visibility of products through distribution, display execution and cooler resets. The Off Premise Beer Sales Representative will build strong relationships with distributor personnel to ensure market goals are met.&nbsp;Here’s just a small sample of what you’ll be doing:<ul><li>Regular travel within a dedicated territory (200-mile radius) to call on multiple distributor territories</li><li>Extended travel (up to 75% of time) to additional markets in support of distributor crew drives</li><li>Taking a data driven approach to both identify new opportunities for distribution and upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Establish and maintain a regular weekly schedule of account appointments including sales calls, and distributor work-withs</li><li>Develop creative solutions to meet account specific needs identified during sales calls</li><li>Work closely with local distributor manager and distributor personnel to collaborate on goals and objectives and ensure proper product inventory&nbsp;</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards. Execute point of sale (POS) programs to standard</li><li>Bring awareness to and promote our premium brands through special events, sampling, and education</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul>The physical demands of this role require the following:&nbsp;<ul><li>Bending, squatting, crouching and reaching,&nbsp;climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of&nbsp;50&nbsp;pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;<h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>1-3 years demonstrated sales experience, preferably of beers, wines and spirits is required</li><li>Previous retail or off-premise work experience is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $45,000.00-$55,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@inspiramarketing.com" target="_blank">recruitment@inspiramarketing.com</a>.

ENTHUSE

Off Premise Beer Sales Representative

<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>This is a field-based role based in Raleigh, NC, that is responsible for the success of a portfolio of ready-to-drink bev-alc brands within a defined territory. The role will be connected to a local sales network and will work to build and leverage customer relationships while driving brand and educational opportunities. The role will be directed by key performance indicators put in place against on-premise goals and measured against those same outcomes.The Activation Agent, On-Premise will be responsible for the performance of Client’s brands in a targeted set of on-premise accounts. These accounts will be chosen for their strategic consumer and customer importance and will be organized into a journey plan.&nbsp;The role will analyze the total territory and each account to determine the priority promotional, educational, experiential, and merchandising opportunities.You will engage customers to plan, design, and execute activities that will support sales growth within the channel. These activities will include but are not limited to:<ul><li>Drive brand presence, performance and advocacy in select on-premise accounts using strategic engagement activities and business-focused solutions</li><li>Spotting activation opportunities and proposing Client brands as the solution to customers – activating against those opportunities quickly &amp; efficiently&nbsp;</li><li>Install and maintain appropriate point-of-sale/ printed materials within accounts that are clean and current</li><li>Planning, booking, and deploying at bar consumer experiences</li><li>Impart key brand attributes to clients, trade, and consumers</li><li>Partner with client’s sales team to identify commercial opportunities to support business growth</li><li>Maintain open communication with Client &amp; Agency stakeholders and support resources</li><li>Complete accurate and timely management of agency initiatives including:<ul><li>Budget and expense management</li><li>All reporting responsibilities</li><li>Tracking and management of performance data using agency-appointed platforms</li><li>Participation in all internal training initiatives&nbsp;</li><li>Point of Sale, asset and warehouse management</li><li>Maintain all legal and marketing code guidelines</li></ul></li></ul>You will be evaluated on your ability to positively impact Client portfolio brand performance in the stores that make up your journey plan.This evaluation will be focused on:<ul><li>Menu features (exceeding goals) in on-premise accounts within territory</li><li>Brand visibility within on-premise accounts &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Bar team education/product trial</li><li>Year on Year volume or share growth in partnership with client’s sales team</li><li>High rate of positive feedback across territory (going over and above with our client partnership in the field)</li></ul>The physical demands of this role require the following:&nbsp;<ul><li>Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of 50 pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;<h4>Qualifications</h4><ul><li>A minimum of 4-6 years’ experience in the beverage alcohol industry/hospitality preferred</li><li>Confident and charismatic with excellent personal presentation and communication skills</li><li>Ability to tailor communications for a variety of on premise environments</li><li>A self-starter that can agree a course of action or plan and see it through to a successful outcome with minimal supervision or oversight</li><li>Ability to travel a minimum of 25% of his/her working time, including up to 5-hrs driving time</li><li>Ability to work flexible hours and travel on an ad hoc basis including nights and weekends required</li><li>Computer and tablet literacy with the ability to use software applications including Microsoft Word, Excel and PowerPoint, and e-mail programs such as Outlook</li><li>Ability to use Business Information Tools including PowerBI, VIP and specialized customer tools</li><li>Proven track record in building good relationships with customers as well as internal associates</li><li>Demonstrated ability to take the initiative to gather and use customer feedback to identify customer and market needs and challenges</li><li>Demonstrated diligence and ability to follow through on all commitments (internal and external stakeholders)</li><li>Able to lift up to 50 lbs</li><li>Demonstrated strong oral, written, presentation, and interpersonal communication skills</li><li>Desire for mentorship and willingness to mentor others, contribute to team culture</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $65,000.00-$80,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse&nbsp;is committed to providing reasonable accommodations to qualified individuals with disabilities&nbsp;and for other reasons&nbsp;in the employment application and hiring process,&nbsp;in accordance with applicable law.&nbsp;&nbsp;To request an accommodation please contact&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.

On Premise Activation Agent

Welcome to Whataburger CareersReady to work somewhere sizzlin’? Our Restaurant Team Members are the secret ingredient who make everything come together. Every shift is a new adventure filled with teamwork, laughter, and the joy of serving craveable food. With flexible schedules, weekly pay, and growth opportunities that’ll knock your socks off, Whataburger is where it’s at!Rewards You’ll Enjoy*:<ul><li>Competitive Weekly Pay</li><li>Flexible Schedules</li><li>Scholarship Program</li><li>Paid Time Off</li><li>Wireless Service Discounts</li><li>Computer &amp; Software Discounts</li><li>Fitness / Gym Discounts</li><li>Discounted Meals</li><li>Sky’s-the-limit Career Growth</li><li>A clear path to a six-figure income (our Operating Partners can earn six figures!)</li><li>Medical, Dental and Vision Benefits**</li><li>Retirement Celebration Program</li><li>Part-Time &amp; Full-Time Options</li><li>Day, Night/Evening &amp; Overnight Shifts Available</li><li>Awards and recognition for all you do</li><li>And more</li></ul>501 E Six Fork Rd Raleigh NC 27609

84 Full Time Jobs in Holly Springs, NC, USA