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OverviewWe’re in the financial services industry, but we’re not a bank. We’re in the “people” business. Inspired by the credit union philosophy of “people helping people,” we’ve developed a strong and growing tradition of investing in our employees, our members and our community.OnPoint is the largest community owned credit union in Oregon – and we’re growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance and providing opportunities to truly make a difference. We invite you to explore and grow your career with us!Responsibilities<ul><li>Responsible for exceptional member service to include eye contact, welcome greeting, thanking the member by name, interest and willing to help, energy in body language and tone, friendly comments and ensuring members needs are fulfilled.</li><li>Performs and documents over the counter transactions as identified in the teller habit pattern.</li><li>Understands and determines acceptability of negotiable items and member identification.</li><li>Identifies and addresses member questions and concerns to offer solutions.</li><li>Listens for clues in order to identify cross-sale opportunities. Refers to appropriate staff members or opens product/service as appropriate.</li><li>Assists with lobby management traffic to ensure members are being helped in a timely manner and feel welcome.</li><li>Keep informed on up-to-date financial services and tools offered by Credit Union and educate members of new services and tools available to them.</li><li>Maintains cash drawer and balances within guidelines established by Credit Union.</li><li>Able to assist or lift 50-pound bags of coin. Stands for extended periods of time as required (up to four hours at a time).</li><li>Performs any additional duties as required by the Management Team.</li></ul>Knowledge, Skills &amp; Abilities:<ul><li>Ability to coordinate a variety of assignments simultaneously and prioritize work.</li><li>Ability to work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.</li><li>Proficient in counting cash, arithmetic, ten-key and basic computer skills.</li><li>Demonstrates a high level of member service, sales, interpersonal communication skills, problem solving, motivation to accomplish set goals, organization and self-management skills.</li></ul>Additional Information:Hours of Operations: Monday - Friday 9 AM - 6 PM, Saturdays 9 AM - 3 PMStarting Pay: $22.00 per hour with no previous banking experience!This OnPoint branch is located inside a Fred Meyer or Safeway store. Our employees that work at an in-store location receive a 10% In-store Differential. This means you will receive a premium of 10% on top of all hours paid! Please be aware that this differential is subject to change or dissolution at any time.See what it is like to be a Teller at OnPoint: <a href="https://onpointcu.wistia.com/medias/saqp52d262&amp;nbsp" target="_blank">https://onpointcu.wistia.com/medias/saqp52d262&amp;nbsp</a>;At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience. #LI-OnsiteJobFamilyRetail DeliveryJobFunctionRetail DeliveryPayTypeHourly

OnPoint Community Credit Union

(INSTORE) Teller - Albany

OverviewWorking under the direction and guidelines established by the VP/Commercial Credit Administration, the Commercial Loan Administrator supports the processing, servicing, and documentation of commercial loans. Exercises discretion and makes independent decisions within their authority, addressing and elevating servicing issues. Functions as part of a team and individually in a fast-paced, high-volume work environment. Ensures a high level of professional service to internal partners as well as business members.Responsibilities<ul><li>Communicates effectively with borrowers and Commercial Relationship Managers to collect necessary information provide status updates while providing a high level of service. </li><li>Verifies and reviews title reports to ensure appropriate title insurance coverage</li><li>Communicates with title companies and coordinates loan closings</li><li>Order and analyze title insurance commitment reports, including title exceptions and endorsements. Prepares closing statements and title/escrow instructions</li><li>Responsible for the accurate and timely preparation and/or ordering of commercial loan documents</li><li>Assists with the funding and boarding of loans</li><li>Performs quality control review for accuracy for loan documentation and note boarding ensuring consistency within OnPoint guidelines</li><li>Creating and maintaining loan files while ensuring compliance with established guidelines and policies</li></ul>Knowledge, Skills &amp; Abilities<ul><li>Strong written and verbal communication skills</li><li>Ability to be a self-starter and take ownership of various processes</li><li>Self-motivated to learn and grow within the position </li><li>Proficiency in Microsoft Office, specifically Word and Excel required</li><li>Demonstrated ability as a team player</li></ul>Requirements<ul><li>High school diploma required </li><li>Bachelor’s Degree in Finance, Business, or related field preferred.</li><li>1-3 years’ experience in the Commercial Real Estate appraisal process </li><li>1-3 years’ experience in the Commercial Real Estate closing process</li><li>Knowledge and experience complying with State and Federal regulations</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.&nbsp;JobFamilyCommercial Credit AdminJobFunctionCommercial Credit AdminPayTypeSalary

Commercial Loan Administrator

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the New Braunfels branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification. The New Braunfels branch is located at: 994 N. IH 35, New Braunfels, TX 78130.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

New Braunfels Branch Member Service Representative - Full Time

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time float for our Schertz/New Braunfels/Seguin Region starting at $20.00/hour!&nbsp;Bilingual in Spanish and English?&nbsp; Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.Candidates selected for this position must be able to work at all of our Schertz/New Braunfels/Seguin area branch locations to meet our growing staffing needs.&nbsp;Branch locations include: Schertz, Creekside, Gonzales, New Braunfels, Northcliffe, Oak Run, Seguin, Seguin Northwestbranches.&nbsp;As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Ability to sit or stand for extended periods of time</li><li>Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Float Schertz/New Braunfels Region - Branch Member Service Representative - Full Time

Cook • Full-Time • Dierbergs Markets Deli/Seafood Cooks work as a part of the Deli/Seafood team, with an emphasis on cooking. The majority of their shift is spent cooking, but can also fulfill Deli/Seafood Associate duties: <ul><li> Prepare and cook products in warm kitchen with temperature of oil and ovens up to 500 degrees </li><li> Follow safe food handling guidelines whenever preparing food, according to S.A.F.E. program standards </li><li> Maintain appropriate temperatures and avoid cross-contamination throughout production and storage </li><li> Has strong knowledge of proper food handling and sanitation procedures/guidelines. </li><li> Demonstrates the ability to work safely and adhere to safety standards </li><li> Learning and promoting our astounding variety of deli and seafood products </li><li> Processing customer orders accurately and efficiently </li><li> Working in varied temperature-controlled environment (refrigerator, freezer and hot food preparation) </li><li> Provide exceptional customer service that goes above and beyond </li><li> Learn and promote our variety of deli and seafood products and use suggestive selling techniques </li><li> Process customer orders accurately and efficiently </li><li> Operate and clean equipment safely according to training procedures, by reading warnings, and following instruction manuals. i.e., knives, slicers, fryers, rotisseries, smoker, skewers, ovens, frying pans, hot case, microwave oven, rair oven, steamer, chicken warmer and case, hot food warmer, wrappers, cheese grater, and scales </li><li> Prepare party tray orders, follow directions from food specification book or order form </li><li> Weigh, wrap, and label products using digital and manual scales </li><li> Cut meats and cheeses using electric slicers according to training manual and customer requests </li><li> Fill serving bowls with ready-made deli salads, and place in deli counter case </li><li> Rotate products and check expiration dates </li></ul> Essentials <ul><li> At least 18 years of age </li><li> Have strong knowledge of proper food handling and sanitation procedures/guidelines. </li><li> Read and locate basic information from food specifications books, follow recipes, charts, invoices, and temperature gauges </li><li> Basic computer, math and measurement skills (including addition, subtraction, multiplication, division, conversions, and percentages) </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance and personal hygiene standards </li><li> A Hepatitis A vaccination (MO only) </li><li> May be cross-trained in other departments </li></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs occasionally </li><li> Pushing &amp; Pulling- Up to 20 lbs force occasionally </li><li> Occasional - Sit, walk, kneel, stoop, squat, climb, overhead reach, &amp; shovel </li><li> Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Forward reach, standing, &amp; handling </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric, Be a Contributor, Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Cook

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Program Manager

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required</li> <li>5+ years client service or client/vendor relationship management experience</li> <li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus</li> </ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections.</li> <li>Strong experience advocating for the needs of clients.</li> <li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business.</li> <li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients.</li> <li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity.</li> <li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business.</li> </ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations.</li> <li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients.</li> <li>Provide clear and timely follow-up to all client questions and concerns.</li> <li>Define, refine, and communicate the progress of the initiative to Fidelity team members.</li> <li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process.</li> <li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures.</li> </ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Please see the below pay rate range for the work location of Smithfield, RI only: $71.00-91.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Please see the below pay rate range for the work location of Boston, MA only: $71.00-91.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

21,995 Full Time Jobs