Top Tech Jobs & Startup Jobs

Support business unit leaders by developing forecasts, budgets, management reports, variance analyses, and financial models. Track operational metrics, synthesize data from multiple sources, create standard and ad-hoc reports, identify process improvements, and present findings for leadership review to drive business results.

Bilingual Collector handles inbound/outbound collection calls in English and Spanish to minimize delinquency and losses. Responsibilities include negotiating repayment plans, documenting account activity, maintaining quality and productivity standards, and assisting customers empathetically while using collection software and dialing systems.

Support Private Client Advisors by performing account administration, document review, fund transfers, discretionary actions, client service and coordination for tax preparation. Serve as backup client contact, identify relationship expansion opportunities, and maintain professional client-focused communication and organization.

Sell investment products to individual investors while managing an existing client book and generating new business. Partner with internal teams and leverage digital tools (MoneyGuidePro, eSignature, Salesforce) to deliver planning, investment, and insurance services. Maintain required licenses and a clean CRD while providing excellent client service.

Collaborate with business and technology teams to elicit and document requirements, write user stories and acceptance criteria, manage and prioritize backlogs, facilitate Agile ceremonies and refinement, support release and sprint planning, drive process improvements, and occasionally fill ScrumMaster or Test Analyst roles as needed.

Provide timely, accurate servicing and processing of IRA transactions for Private Client Advisors. Support distributions, withholding, transfers, RMD identification and client communications. Maintain compliance, controls, and collaborate with team members to resolve issues and assist during high volumes.

Lead and deliver projects for Commerce Trust using waterfall and agile methods. Define scope, timelines, budgets, manage cross-functional teams, ensure on-time/on-budget delivery, engage stakeholders, implement PMO best practices, drive continuous improvement, and mentor team members.

Drive revenue by developing new business and expanding existing client relationships for treasury and cash management services. Perform in-person prospecting, proposals, territory and account planning, coordinate with relationship managers and product partners, manage senior-level client contact, and support marketing and events to meet revenue goals.

Manage and construct individualized investment portfolios, provide comprehensive wealth planning, monitor and rebalance accounts, cultivate and grow client relationships, participate in business development, and ensure compliance with fiduciary and regulatory guidelines.

The Customer Support Specialist handles customer inquiries regarding card fraud, processes disputes, monitors account activities, and ensures compliance with regulations while providing excellent service.