Remote Banking Support Representative Job at Apex Systems (Allen)

Microsoft D365 Lead Finance Consultant - Managed Services

As a D365 F&O Lead Finance Consultant you can expect to provide ongoing applicat...

Location

United States

Salary:

Not provided

HSO

Expiration Date

Until further notice

Requirements

Deep, hands-on knowledge of Microsoft Dynamics AX and Microsoft Dynamics 365 Finance & Operations
A strong ability to build and maintain long-term client relationships while providing high-quality ongoing support
Experience implementing and supporting key Finance modules including General Ledger, Accounts Receivable, Accounts Payable, Bank and Cash Management, Management Reporter, and Project Accounting
The ability to analyze existing business processes and recommend improvements using Dynamics 365 Finance capabilities, identifying opportunities for automation, streamlining workflows, and optimizing system usage
Expertise developing clear and comprehensive functional specifications, gap analyses, and training documentation
Proven experience troubleshooting, resolving, and documenting system issues accurately and efficiently
A strong understanding of system integrations and coordinating batch job schedules
Excellent organizational and prioritization skills to manage multiple tasks and deadlines effectively
Professional communication skills that enable you to influence, problem-solve, and collaborate with stakeholders
The ability to build productive, collaborative relationships with individuals and teams across all organizational levels

Job Responsibility

Provide ongoing application support within a managed services delivery model, including issue triage, root cause analysis, and minor system enhancements
Analyze existing business processes and recommend improvements using Dynamics 365 Finance capabilities, identifying opportunities for automation, streamlining workflows, and optimizing system usage
Develop clear and comprehensive functional specifications, gap analyses, and training documentation
Troubleshoot, resolve, and document system issues accurately and efficiently
Partner with technical teams to design and implement customizations and integrations aligned with business requirements
Participate in multiple end-to-end Dynamics 365 Finance implementations, including design, testing, and go-live support
Take ownership of production environments and guide issues to resolution across functional and technical teams

What we offer

Competitive pay with performance-based bonus
Unlimited time off
Flexible and affordable benefits program
Medical, dental & vision coverage
Flexible spending accounts
Health reimbursement account
401(k) plan with a company match
Working alongside enthusiastic and energetic teammates in a dynamic and thriving environment

Fulltime

Bilingual Customer Service Representative

Are you a customer-centric professional with a passion for the financial service...

Location

Canada , Calgary

Salary:

50000.00 - 52000.00 CAD / Year

Randstad

Expiration Date

May 05, 2026

Requirements

Minimum of one (1) year of experience in residential mortgage administration, financial services, or a call center environment
Proven track record of success in a sales & marketing or customer-facing role
Must be located in Western Canada (British Columbia, Alberta, Saskatchewan, or Manitoba)
Ability to work 35-40 hours per week during standard business hours
Reliable high-speed internet connection and a dedicated home office space
Post-secondary education in business, finance, or a related field is considered a strong asset

Job Responsibility

Cultivate positive relationships by providing clear, helpful, and professional support for every customer inquiry in English and French
Protect client confidentiality by diligently following identity verification steps and privacy guidelines
Learn and apply mortgage product knowledge to process account updates and transactions within established timelines
Maintain high standards of data integrity by recording comprehensive, professional notes within each customer file
Introduce customers to the benefits of the online portal, assisting with registration and basic troubleshooting
Contribute to team-wide success through reliable schedule adherence and seamless hand-offs to specialized departments
Manage a high volume of inbound calls and digital messages while maintaining low hold times
Act as the operational engine for the customer service, tax, and default teams by resolving technical requests
Issue welcome letters and ingestion notes to ensure a seamless "Day 1" experience for new clients
Execute custom account requests, such as payment frequency updates and bank information changes, with precision

What we offer

Competitive annual salary of $50,000 - $52,000 with growth opportunities in the sales & marketing field
Generous time-off policy, including 4 weeks of vacation per year
Premium benefits plan fully paid by the employer, including top-class insurance and unlimited telemedicine
Annual health and wellness budget to support your professional and personal well-being
Access to an exclusive employee mortgage program with preferred low rates
100% remote work flexibility, allowing for a healthy work-life balance from your home in Western Canada

Fulltime

New

Analyst- Compliance

Responsible for contacting clients with overdue accounts to secure the settlemen...

Location

India , Gurgaon

Salary:

Not provided

Amex

Expiration Date

Until further notice

Requirements

Post Graduate degree from a recognized university
CAIIB/CA/CS/LLB/LLM/Doctorate or any combination of relevant education and experience and/or related professional designations/certifications in this field are highly desirable
6+ years’ work experience as a subject matter expert in Regulatory Compliance within large banks or payment operators
Experience in working with regulatory bodies will be an added advantage
Strong knowledge of Banking Regulations Act, Credit cards, Prevention of Money Laundering Act and other laws applicable to Commercial Banks and Payment Operators
Ability to work in a self -directed and remote environment
Demonstrated ability to draft clear and professional correspondence and other documents of a legal, compliance and business nature
Excellent analysis and problem-solving skills
Demonstrated ability to appropriately work with confidential information
Ability to articulate and convey complex, conceptual information to various audiences verbally and in writing

Job Responsibility

Relationship Management with RBI: Build strong relationships with various RBI departments to understand RBI expectations of AEBC India and provide guidance to internal stakeholders
Participate in and representing the views of AEBC India in regulatory and industry forums, councils and associations
Leverage industry knowledge to provide guidance to AEBC India regarding its proposals, communications to be sent to the regulators
Coordinate RBI audits / exams to ensure the exam is well managed and any regulatory findings are closed to the RBI’s satisfaction
Regulatory Change Management: Analyze impacts of proposed regulation to AEBC based on knowledge of RBI’s regulatory expectations. Provide input to AEBC’s responses in the form of proposals or position papers
Provide guidance to internal stakeholders on interpretation of regulations and guidelines issued by various regulators
Provide guidance and support to business team in development of controls for new product/service projects
Governance: Participating in governance and risk committee meetings to inform them of the Compliance Risks facing AEBC
Provide compliance perspective on AEBCs policies and procedures
Contribute to Compliance Assessment of quarterly and annual Control & Compliance Rating of AEBC

What we offer

Competitive base salaries
Bonus incentives
Support for financial-well-being and retirement
Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
Generous paid parental leave policies (depending on your location)
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities

Bookkeeper

As a Full-Time Engagement Professional (FTEP) Bookkeeper with Robert Half, you w...

Location

United States , Indianapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2–5+ years of bookkeeping, accounting support, or general ledger experience
Experience working with multiple clients, supporting month‑end close, or handling catch‑up/cleanup work is strongly preferred
Associate’s degree in Accounting, Finance, or related field preferred (or equivalent work experience)
Proficiency in QuickBooks (Online & Desktop) and comfort learning new systems quickly
Experience with at least one mid‑market ERP such as NetSuite, Microsoft Dynamics, SAP, Sage, or Acumatica is a plus
Solid understanding of basic accounting principles and GAAP‑based bookkeeping practices
Strong Excel skills, including: Pivot tables, VLOOKUP/XLOOKUP, Reconciliations & templates
Ability to produce accurate bank/credit card reconciliations, A/P and A/R aging reports, and general ledger reviews
Ability to manage: Accounts payable, Accounts receivable, Bank/credit card reconciliations, General ledger maintenance, Journal entries, Month‑end close support
Strong attention to detail and high standards for accuracy

Job Responsibility

Manage accounts payable and accounts receivable, including invoice processing, payment runs, aging review, and collections follow-up
Enter and categorize transactions in the general ledger with accuracy and consistency
Reconcile bank accounts, credit cards, and other key balance sheet accounts
Prepare and review journal entries, accruals, and adjustments
Support month-end and year-end close activities for multiple clients
Maintain organized financial documentation in alignment with client processes and compliance requirements
Generate standard financial reports (P& L, balance sheet, cash flow) for client review
Assist with variance analysis and provide insights into trends or irregularities
Support audit preparation by providing schedules, documentation, and reconciliations
Work within various accounting software platforms, such as QuickBooks, NetSuite, Microsoft Dynamics, SAP, Sage, or client-specific systems

What we offer

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Business Development Representative

We're looking for a high-performing Business Development Representative (BDR) to...

Location

Salary:

Not provided

Atomic Fi

Expiration Date

Until further notice

Requirements

3+ years of experience in a BDR, SDR, or outbound sales role, ideally in fintech, SaaS, or financial services
Experience working with a CRM system (ie. Hubspot or Salesforce) to move deals through the pipeline
Strong communication skills and ability to engage senior-level prospects with relevance and confidence
Familiarity with the banking or fintech ecosystem, especially in areas like payments, digital banking, or financial APIs
Highly organized with strong follow-through, pipeline discipline, and attention to detail
Self-starter who thrives in a fast-paced, remote-first environment

Job Responsibility

Prospect into target accounts using outbound email, LinkedIn, phone, and event-driven campaigns
Qualify leads and schedule discovery meetings with executive stakeholders
Collaborate with the sales & marketing team to refine messaging and prioritize outreach across segments
Support campaign execution in partnership with marketing, and report on engagement outcomes
Keep CRM records accurate and up to date (HubSpot or Salesforce)
Surface trends and insights from early conversations to inform GTM strategy

Fulltime

New

Senior Trust Officer - Senior Fiduciary Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Philadelphia

Salary:

Not provided

Wells Fargo

Expiration Date

April 07, 2026

Requirements

4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Job Responsibility

Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts
Identify and recommend opportunities for process improvement and control development
Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards
Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals
Actively train and mentor junior team members
Participate in marketing and development initiatives, in conjunction with team leaders

Fulltime

New

Bid Writer

As a Bid Writer, you will play a key role within our growing Business Developmen...

Location

United Kingdom , Haydock

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Proven experience in producing successful bids, ideally within the construction or industrial sectors
Solid understanding of public and utilities procurement regulations
Knowledge of the UK utilities markets—particularly power and/or water—is advantageous
Highly organised and detail‑focused
Strong literacy, grammar and document‑presentation skills
Excellent computer proficiency across Microsoft Office applications including Word, Excel, Outlook, PowerPoint and SharePoint
Effective communicator, capable of managing multiple deadlines and projects simultaneously
Proactive and able to use own initiative
Creative eye for producing professional, visually engaging documents
Collaborative, flexible team ethic

Job Responsibility

Develop a full understanding of bid requirements, briefing colleagues as needed, and coordinating the overall bid schedule to ensure contributors meet internal deadlines
Prepare and write proposal content, including PQQs, standard response sections, questionnaires and other submission materials, using approved templates and ensuring win themes are clearly communicated throughout
Coordinate technical and administrative elements of bid preparation, including collating, reviewing and managing technical input from subject matter experts, and overseeing formatting, proof‑reading and final document production
Manage online bid portals, maintain accurate CRM records, and assist in generating reports on proposal activity, alongside supporting general administrative tasks
Monitor contract execution performance, capturing lessons learned to enhance future tender production and risk assessment processes
Contribute to the continuous improvement of templates, standard materials, marketing content and wider business development activities as required

What we offer

25 days annual leave plus bank holidays with the option to buy more
Group Personal Pension Plan
Career development and progression with the opportunity to earn professional qualifications
24/7 access to a virtual GP and Mental health support and counselling services
Cycle to Work scheme
Discount club - supermarkets, phone bills, gyms and more
Life assurance cover
Long service recognition
Enhanced Maternity Pay
Active local social committees

New

Sr. Financial Analyst

This is a long-term contract position that offers the opportunity to work on com...

Location

United States , Costa Mesa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience as a Financial Analyst or in a related role
Strong proficiency in financial analysis, modeling, and variance analysis
Hands-on experience with ad hoc financial analysis and data mining techniques
Familiarity with Oracle Fusion and Oracle Fusion systems
Solid understanding of financial principles within the aerospace and defense industry
Excellent communication skills, with the ability to present complex data clearly
Strong attention to detail and a results-driven mindset
Bachelor’s degree in Finance, Accounting, or a related field
advanced degree or certification is a plus

Job Responsibility

Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement
Develop and maintain advanced financial models to support forecasting and budgeting processes
Perform variance analysis and provide detailed explanations for deviations from expected results
Collaborate with cross-functional teams to gather and analyze data for ad hoc financial projects
Utilize data mining techniques to extract actionable insights from large datasets
Provide financial support and recommendations for strategic planning and decision-making
Leverage Oracle Fusion and Oracle Fusion tools to streamline financial processes and reporting
Ensure compliance with financial regulations and company policies in all analyses and reporting
Deliver clear and concise presentations of financial findings to senior management
Support the aerospace and defense sector with tailored financial insights and analysis

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Remote Banking Support Representative

Apex Systems

Location:
United States , Allen

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 09, 2026

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Microsoft D365 Lead Finance Consultant - Managed Services